• AUTOMATION
  • DATA
  • FEEDBACK
  • HUMAN

How to automate customer review requests with your AI

Connect Birdeye to your AI client once. After that, your agent handles the outreach and survey delivery for you.

Ask AI about this page

Short answer

How can I automate my customer review requests?

You tell your agent to perform check-ins via SMS or email and then trigger specific surveys for your clients. This moves your feedback collection from manual work to an automated process. You get a steady flow of customer feedback.

The outcomes.

Where your feedback lands.

The AI manages the lifecycle of a review request.

AUTOMATION

Hands-off check-ins

The AI uses customer_checkin to reach out via text or email. You don't have to manually message every client.

DATA

New customer records

When you add a new person, the AI uses create_customer to put them in the system. This keeps your contact list ready for outreach.

FEEDBACK

Targeted surveys

The AI uses trigger_survey to send specific questions to the right people. This ensures the feedback you get is actually useful.

HUMAN

Review management

The AI handles the outreach, but you still own the final review responses. You decide how to address the feedback once it arrives.

The workflow

What your AI does when a customer interacts.

Your agent acts as the bridge between your customer list and Birdeye.

  1. Onboard new clients

    When you identify a new client, your agent adds them to your Birdeye database.

    create_customer

  2. Initiate contact

    The agent sends out a check-in via the preferred channel to see how the customer is doing.

    customer_checkin

  3. Deploy surveys

    Once a check-in is complete, the agent sends a custom survey to gather specific details.

    trigger_survey

  4. Monitor status

    The agent tracks the status of these check-ins and surveys to keep the process moving.

    customer_checkin

Try it

Copy these to start.

Use these prompts to kick off the automation.

Starting points

These are opening lines. Swap the bracketed info with your actual customer names or specific survey types.

Birdeye Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_X8eNpZE0u3ORQFCm9SN9GQqT8u8x59N2eJHPZ51I/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Birdeye capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "birdeye-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_X8eNpZE0u3ORQFCm9SN9GQqT8u8x59N2eJHPZ51I/mcp"
    }
  }
}
Copy into chat04

  • Create a new customer in Birdeye for [Customer Name] with the email [Email Address].

  • Perform a customer check-in for [Customer Name] via SMS.

  • Trigger a [Survey Name] survey for the customer [Customer Name].

  • Check in with all customers added today and send them the [Survey Name] survey.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Birdeye once, then ask.

Just link your account once. Your credentials stay encrypted and secure, and you can immediately start giving commands to your agent.

Connect Birdeye to your AI

FAQ

How the automation behaves

  • 01

    Can the AI send the actual survey responses to my email?

    No. The AI triggers the survey through Birdeye, but the actual review data lives in your Birdeye dashboard.

  • 02

    Can my AI delete existing customers in Birdeye?

    No. The available tools only allow for creating new customers, not deleting or removing them.

  • 03

    Does the AI choose which channel to use for check-ins?

    You decide. You can tell the AI specifically to use SMS or email in your prompt.

  • 04

    Can I use this to send mass marketing emails?

    No. This tool is for specific customer check-ins and surveys, not bulk marketing blasts.

  • 05

    Will the AI automatically reply to negative reviews?

    No. The AI handles the request and the survey trigger, but you are responsible for managing and responding to the feedback.

  • More questions about Birdeye? The Connector page answers them. See everything the Birdeye Connector can do

Connect Birdeye to Claude, Cursor, ChatGPT & more