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Stop Resolving These 7 Tickets Manually (Use AI Agent Actions Instead)

Resolve common support requests like canceling orders and updating shipping addresses instantly with AI Agent Actions—no handoffs needed.
By Christelle Agustin
0 min read . By Christelle Agustin

TL;DR:

  • Actions are tasks automatically performed by AI Agent for customers. From address changes and subscription pauses to order cancellations, Actions can fulfill requests for your customers, even when your human agents are offline.
  • Actions connect directly to your ecommerce apps. Currently, Actions have native integrations with Shopify, ShipMonk, ShipHero, ShipStation, Stay AI, Recharge, Loop, Subscriptions by Loop, Skio, Seal Subscriptions, and Wonderment.
  • Use pre-built Actions or build your own. There are 12 Action templates available, or you can build Actions using custom HTTP requests.
  • Watch out for setup snags. Conflicting Guidance, multiple matching Actions, older orders, or broken logic can block an Action from executing.

Automated responses don’t actually resolve anything. In reality, they increase customer wait time.

What a customer really wants is immediate resolution, whether they’re looking to cancel an order, change a shipping address, or pause a subscription.

So, how do you go beyond automated text responses? AI Agent Actions. 

Below, we’ll go over the 7 most common customer service requests you can resolve with AI Agent Actions, so your team gets time back to strengthen customer relationships, increase revenue, and improve your CX strategy. 

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What are AI Agent Actions?

AI Agent Actions are tasks AI Agent can complete for your customers, such as canceling an order or updating a shipping address. 

Instead of handing it off to a human agent, AI Agent resolves the ticket by connecting to your ecommerce apps and performing the action on its own.

You get maximum control over when and how Actions are executed. Before performing the Action, AI Agent asks customers for confirmation, respecting your processes and maintaining a high level of customer service. Once an Action has been taken, you can even share feedback with your AI Agent to reinforce its behavior or finetune it further.

How AI Agent works: Guidance, knowledge sources, and Actions.

Pro Tip: Unlike Guidance, which tells AI Agent how to respond in a conversation, Actions determine what happens. It’s the difference between saying “I’ll refund your order” and doing it.

Related: How AI Agent works & gathers data

Top 7 customer requests you should be automating with AI Agent Actions

Ready to resolve requests in seconds? Activate these pre-built Actions in Gorgias to keep your team efficient and your customers happy. 

Gorgias provides 12 Action templates. You can also create your own custom Actions.
Choose from 12 Action templates which you can edit to fit your workflow. You can even create custom Actions.

1. Customer wants to update their shipping address

Action to use: Update shipping address

Supported apps: Shopify, ShipMonk, ShipHero, ShipStation

Incorrect shipping addresses lead to costly re-shipments, delays, and even refunds. Catch errors early to keep customers satisfied and excited about their order.

AI Agent can update shipping addresses for customers.
AI Agent can update shipping addresses for customers without handing it off to a human agent.

Why do you need this Action? 

The reality is your agents aren’t available 24/7. Unless you hire a team to cover night and weekend shifts (which is unlikely), requests will be missed. AI Agent fills in that gap, handling time-sensitive issues when your team is off the clock. Missing them isn’t just about poor customer experience—it can also lead to extra costs, like reshipping orders.

2. Customer wants to cancel an order

Action to use: Cancel order 

Supported apps: Shopify, ShipMonk, ShipHero, ShipStation

Perhaps a customer ordered the wrong item, chose the wrong size, used the wrong card, or simply changed their mind. Allow them to quickly cancel their order and receive a refund in one go.

AI Agent cancels an order for a customer.
AI Agent can autonomously cancel an order for a customer.
“Actions responds to tickets within about 30 seconds and is available 24/7. Regardless of when a customer places their order, the likelihood of quickly catching and canceling the order has increased by 70% since we started using Actions. It’s an exceptional result."

—Jon Clare, VP of Customer Service at Trove Brands

3. Customer wants to replace/remove an item in their order

Actions to use: 

  • Replace item, or 
  • Remove item

Supported app: Shopify

It happens—shoppers order the wrong size or color and want to change their order immediately. Regardless of the reason, make their new decision easy to implement. Quick, accessible order updates prevent returns, lost revenue, and, most importantly, customer disappointment.

Here’s what the replace order item setup looks like in Gorgias:

Replace order Action settings in Gorgias
Before AI Agent can replace an item, it checks to make sure the order is unfulfilled.

Pro Tip: If you have unique workflows, you can create advanced, multi-step Actions and connect to your tools beyond our default integrations. This option requires some tech know-how (like custom HTTP requests), so feel free to bring in your developers for assistance.

4. Customer wants to skip or pause a shipment

Actions to use:

  • Skip next subscription shipment, or
  • Pause subscription

Supported apps: Stay AI, Recharge, Subscriptions by Loop, Skio, Seal Subscriptions

Subscriptions shouldn’t be all or nothing. Let customers skip a shipment or pause their subscription, so they can come back when they’re ready. Giving them full control lets them manage their subscription on their own terms, reducing churn rate in the process.

Here’s how AI Agent handles a skip shipment request: 

AI Agent asking a customer to confirm that they want to skip a subscription shipment.
AI Agent asks for confirmation before skipping a customer’s shipment.

5. Customer lost or damaged their order in transit

Action to use: Reship order for free

Supported apps: Shopify, ShipMonk

No customer expects a lost or damaged order. Let customers know that you have their backs by reshipping a new order free of charge. Fast resolutions during unexpected events demonstrate your commitment to customer satisfaction.

“An instant response builds confidence. We live in a world with short attention spans, so customers appreciate how quickly we can respond to their inquiries. Customers aren’t worrying unnecessarily for longer than they have to for an address change or order cancellation.”

—Mia Chapa, Sr. Director of Customer Experience at Glamnetic

6. Customer wants to know their return shipping status

Action to use: Send return shipping status 

Supported app: Loop

Customers want to know that their return package is on its way to you, so they can redeem their refund. Easily send them a shipment tracking link to give them that peace of mind.

7. Customer wants to know about order status

Action to use: Get order info 

Supported apps: Shopify, ShipHero, ShipMonk, ShipStation, ShipBob, Wonderment

Based on Gorgias data, order status ranks among customers' top 10 questions for support teams. Reassure your customers with quick updates on their orders, including product details, shipping progress, expected delivery date, and other helpful information.

What to know before turning on Actions

Here are a few helpful setup tips to make sure Actions run without a hitch:

  • Guidance can override Actions. If conflicting Guidance exists, it may prevent an Action from triggering, even when all conditions are met. Review your Guidance to avoid overlaps, or write your logic into the Action description instead.
  • Any Action that changes data requires shopper confirmation. Actions like canceling orders, updating addresses, or canceling subscriptions mean AI Agent will always ask the shopper to confirm before making a change.
  • Currently, only one Action can run per ticket. If multiple Actions qualify, none will run, and the ticket will be handed off. Use conditions carefully to ensure only one Action matches per use case.
  • AI Agent can only access the shopper’s last 10 orders. If the customer references an older order, the Action won’t trigger and the ticket will be handed over for manual handling.

AI Agent Actions speak louder than words

If you want…

  • Fewer repetitive tickets
  • Faster customer support
  • Happier customers who get what they need instantly
  • More time for your team to strategize
  • Lower costs and higher efficiency

AI Agent Actions can get you there.

You’ve now seen how Actions can resolve tickets in a snap—no unnecessary handoffs, canned responses, or long response times.

Book a demo to see AI Agent Actions work in real time and start automating what you shouldn’t be doing manually anymore.

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min read.

How to Write Guidance with the “When, If, Then” Framework

Learn how to write clear, effective Guidance for your AI Agent using the “when, if, then” framework to reduce escalations.
By Holly Stanley
0 min read . By Holly Stanley

TL;DR:

  • AI Agent is only as good as the instructions you give it. Clear Guidance enables it to perform like your best support teammate.
  • The “When, If, Then” framework makes writing Guidance easy and repeatable. Start with the scenario (when), define the conditions (if), and list specific actions (then) to create structured Guidance.
  • Use Guidance to handle frequently asked questions, like returns, cancellations, or discount code inquiries, so your team can focus on more complex issues.
  • If your Guidance isn’t working, formatting or logic gaps might be to blame. Check for missing conditions, unsupported tasks, or confusing formatting.

AI Agent is built to deliver fast, accurate support at scale, but like any teammate, it performs best when given clear and specific instructions. 

That’s where Guidance comes in. Writing structured prompts that tell your AI Agent exactly what to do in a given scenario helps reduce escalations, speed up resolutions, and create a more consistent customer experience. 

One simple, repeatable way to do that is with the “When, If, Then” framework. 

In this post, we’ll show you how it works, using examples from our Gorgias Academy course, Improve AI Agent with Better Guidance

You’ll learn how to write Guidance that results in:

  • Fewer escalations
  • Faster resolutions
  • Smarter, more consistent AI behavior

Let’s break it down.

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What is Guidance?

Guidance is how you tell your AI Agent what to do. It’s a set of instructions that outlines how your AI Agent should respond in specific situations. 

When Guidance is available, your AI Agent follows it first, even before checking your Help Center or website content.

That means if your Guidance is missing, unclear, or incomplete, your AI Agent might escalate the ticket, or worse, give a confusing or unhelpful response. Here’s an example:

Let’s say a customer wants to return an item. A human agent would send them a link to the return portal and explain the steps. But without that instruction in Guidance, your AI Agent might skip straight to escalation, turning a simple request into unnecessary work for your team.

That’s why clear, step-by-step Guidance is key to help your AI Agent respond the way your best support agent would.

How AI Agent works: First it uses Guidance, knowledge sources like Help Center aticles, then performs Actions.
AI Agent starts with using Guidance, followed by knowledge sources like Help Center articles, and then, if enabled, it performs automated Actions on your behalf.

Learn more: Create Guidance to give AI Agent custom instructions 

Introducing the “When, If, Then” framework

Sometimes it’s hard to know where to start when writing Guidance. The “When, If, Then” framework gives you a simple, repeatable structure to follow, so there’s no need to guess. 

Taking this approach mirrors how AI Agent processes information behind the scenes. When you write clear Guidance, your AI Agent can follow it step by step, just like a support teammate would.

Let’s walk through the three parts of the framework.

WHEN: Set the scenario

Start by identifying the situation your Guidance applies to. This is the trigger or scenario. Use it as the title of your Guidance so it’s easy to find later.

Example:

  • WHEN a shopper asks to return an order
  • WHEN a customer wants to cancel their subscription

Keep it simple and action-oriented. You’re setting the stage for what comes next.

The Guidance name uses the when statement, 'When a customers asks for a return or exchange'
Use your WHEN statement as the name of the Guidance. It makes it easier to identify and organize Guidance as your collection grows.

IF: Add conditions

Once you’ve defined the scenario, add any conditions that determine what should happen. “If” statements help your AI Agent understand what to do based on specific details, like timing, order history, or customer tags.

Example:

  • IF the order was placed less than or equal to 15 days ago
  • IF the customer has a VIP tag in Shopify

Use as many “if” conditions as needed to guide different outcomes. Just make sure you cover all the possibilities so your AI Agent doesn’t get stuck.

THEN: Define the actions

This is where you tell your AI Agent exactly what to do. Be specific and use bullet points or numbered steps to keep things clear.

Example:

  • Tell the shopper they’re eligible for a return
  • Send them a link to the return portal
  • Let them know they’ll receive a prepaid label once the form is submitted

The more clearly you outline the steps, the more consistently your AI Agent will perform.

The framework keeps your Guidance simple, structured, and easy to understand—for both your team and your AI Agent. When your AI Agent knows exactly what to do, it can deliver fast, accurate, and helpful responses that keep customers happy.

Put it all together

Say a shopper messages your store asking to return an item and you want AI Agent to send them to your return portal.

Here’s how this looks in a complete piece of Guidance:

WHEN a shopper asks to return an order:

IF the order was placed less than or equal to 15 days ago,   

THEN

  • Tell the shopper they’re eligible for a return
  • Send them a link to the return portal
  • Let them know they’ll receive a prepaid label via email once they submit the form

9 support scenarios made better with Guidance

These nine scenarios come up constantly in ecommerce support, and they’re perfect candidates for automation. They follow predictable patterns and are quick to resolve when your AI Agent knows what to do.

Use the examples below to jumpstart your setup. Each one is written using the When, If, Then framework and can be copied directly into Gorgias.

1. Where’s my order? (WISMO)

WHEN a customer asks about their order status:

IF tracking information is available,

THEN

  • Provide the tracking number and link to the carrier's tracking page.
  • Inform the customer of the expected delivery date.

IF tracking information is unavailable,

THEN

  • Inform the customer that the order is being prepared for shipment.
  • Provide an estimated shipping date.

2. What size should I order?

WHEN a customer inquires about product sizing for [item name]:

IF the customer asks what size to get, or mentions they’re unsure about sizing,

THEN

  • Share the sizing chart or guide.
  • Offer recommendations based on common fit feedback.

3. Can I change my shipping address?

WHEN a customer requests to change their shipping address:

IF the order has not been fulfilled,

THEN

  • Confirm the new address with the customer.
  • Update the shipping address in Shopify (or your chosen platform).

IF the order has already been fulfilled,

THEN

  • Inform the customer that the address cannot be changed.
  • Provide options for order interception or return.

4. Can I cancel my order?

WHEN a customer asks to cancel their order:

IF the order has not been fulfilled,

THEN

  • Confirm that we can cancel their order.
  • Tell them they’ll receive their refund in 5-10 business days.

IF the order has already been fulfilled,

THEN

  • Inform the customer that the order cannot be cancelled.
  • Help to initiate a return once the item is delivered.

5. How do I return an item?

WHEN a customer asks about returning an item:

IF the return is within the allowed return window of [x] days after the order was received,

THEN

  • Provide the return instructions and link to the return portal.
  • Inform the customer about the refund process.

IF the return window has expired,

THEN

  • Inform the customer that the return period has ended.
  • Offer alternative solutions if available.

6. Do you have any discount codes?

WHEN a customer inquires about discounts or promo codes:

IF there is an active promotion for [item name],

THEN

  • Share the current discount code and its terms.

IF there are no active promotions for [item name],

THEN

  • Inform the customer that there are no current promotions.
  • Suggest subscribing to the newsletter or following social media for future promos.

7. I want to pause my subscription.

WHEN a customer requests to pause their subscription:

IF the customer has an active subscription,

THEN

  • Provide instructions on how to pause the subscription through their account.
  • Confirm the pause and inform them of the next billing date.

8. When will this item be back in stock?

WHEN a customer asks about product restocking:

IF a restock date is available,

THEN

  • Inform the customer of the expected restock date.

IF the restock date is unknown,

THEN

  • Offer to notify the customer when the product is back in stock.
  • Suggest similar products.

9. Do you ship internationally?

WHEN a customer inquires about international shipping:

IF international shipping is available,

THEN

  • Confirm that international shipping is offered.
  • Provide estimated delivery times and any additional fees.

IF international shipping is not available,

THEN

  • Inform the customer that shipping is limited to specific regions.

Pro Tip: Test out your Guidance by going to AI Agent > Test, and iterate as you go.

Troubleshooting: Why Guidance might not trigger

If your AI Agent isn’t following your Guidance, or it’s escalating tickets you thought it could handle, run through this quick checklist to spot the issue:

  • Has a descriptive, easy-to-understand name: Name your Guidance based on the scenario (e.g. When a shopper asks about returns).
  • Clear IF and THEN conditions: Make sure your Guidance spells out what to do when a condition is met.
  • Covers all variations (no gaps in logic): Don’t leave your AI Agent hanging. Include fallback instructions for all scenarios.
  • No wall-of-text formatting: Break things up with line breaks, headers, and spacing to help AI Agent scan quickly.
  • Clearly written steps with bullets or numbers: Use lists to make actions easy to follow, like you would for a teammate.
  • Doesn’t include unsupported tasks: Avoid unsupported instructions like “send macro,” “assign to agent,” or “delay the response.”

Bonus: Let AI do the heavy lifting

Don’t have time to write Guidance from scratch? The good news is AI can help with that, too.

AI-generated Guidance is available for all AI Agent subscribers. This feature analyzes your historical ticket data and uses it to generate ready-to-use, customizable prompts for your AI Agent.

Here’s what it does:

  • Analyzes past tickets to identify common support scenarios
  • Generates step-by-step Guidance based on what’s worked before

Ready to level up your Guidance?

Clear, structured Guidance is the key to unlocking better performance from your AI Agent. With just one well-written “When, If, Then” prompt, you can reduce escalations, speed up resolutions, and give your shoppers a smoother experience.

Not sure where to start? Try writing Guidance for one common question today—like returns, order status, or promo codes. Or, if you want to go deeper, check out our free Gorgias Academy course. 

min read.

11 Ways CX Teams Can Turn Customer Touchpoints Into Revenue

Generating revenue doesn’t start at the sale — it starts with CX. Discover 11 ways to drive revenue for every customer touchpoint.
By Christelle Agustin
0 min read . By Christelle Agustin

TL;DR:

  • Your CX team drives revenue: Build trust, remove friction, and influence buying decisions across the customer journey
  • Optimize existing processes: Automate tasks, address concerns proactively, and create efficient handoffs
  • Spot risk early: Use tagging and sentiment detection to re-engage customers before they churn
  • Protect VIPs: Prioritize loyal customers, create moments of delight, turn supporters into advocates

Rising tariffs. Shipping delays. Unpredictable price hikes. For ecommerce, it's an understatement to say the pressure is rising. If you're on the CX team, you're already facing the fire head-on — all the customer frustration, confusion, and hesitation.

CX teams are on the frontlines of support and sales. You're shaping customer trust, buying decisions, and brand loyalty

From pre-sales conversations to loyalty programs, it’s time to rethink the customer journey, so you can turn every interaction into an opportunity to grow your revenue.

Reframe CX’s role across the customer journey

Customer service isn’t just about reacting to problems. It can be a proactive and strategic function that helps you stabilize and even grow your revenue.

Think about it this way: you have the power to turn everyday customer moments into wins.

At every stage of the customer journey, you can turn:

  1. Purchase hesitation -> confidence to buy (pre-sales)
  2. Concern → relief (post-purchase)
  3. Disinterest -> re-engagement (loyalty)
  4. Returning customers → brand advocates (advocacy)

This isn’t about being pushy for sales. It's about anticipating needs and putting systems in place that protect customer relationships and revenue.

As you update your CX workflow, keep these two questions in mind:

  1. How can I positively influence revenue?
  2. How can I reduce the risk of losing it?

1. Resolve pre-sales hesitation with education

Most pre-sales hesitation is rooted in uncertainty: What’s the return policy? How much is shipping? Will this fit? Will it arrive in time? 

Reduce customer effort and build confidence with automation as your CX team’s first line of defense. Anything else more complicated, your agents can take care of.

Automate repetitive questions

Start by setting up automated answers for the questions your team responds to every day, especially the ones that delay conversions:

  • Where is my order?
  • Do you ship internationally?
  • How much is shipping?
  • Do you accept returns?
  • Are your prices affected by tariffs?

There are a few ways to automate these questions in Gorgias: 

  • Flows: Automated conversations designed to resolve common inquiries without agent intervention
  • AI Agent: Conversational AI that answers customer questions in chat and email, trained on your internal documents and brand voice
  • Help Center: A self-serve, customer-facing knowledge base of help articles, FAQs, guides, and product resources
AI Agent cancels an order for a customer
Conversational AI, AI Agent, can automatically cancel orders for customers.

Read more: How to optimize your help center for AI Agent

Proactively guide shoppers

Be the compass for the wandering window shoppers and browsers. They might not know exactly what to get, but with the right nudge, you can guide them toward the right product and a fuller cart.

Try these chat prompts:

  • Don’t know what size to get? Check out our sizing guide to get your perfect fit!
  • Need help choosing the right carry-on? Here’s a quick comparison of our top sellers.
  • We offer free shipping for orders over $60! 
  • What’s your skin type — dry, oily, or combination?

Offer discounts based on shopper intent

Sometimes, a discount is all a customer needs to take their order to checkout. Instead of storewide promo codes, use AI to offer tailored discounts to shoppers who show strong intent to buy. This can help reduce abandoned carts and leave customers with a great impression of your brand.

Here are some of the best times to offer a discount:

  • A first-time shopper is hesitant because of the price
  • A shopper adds an item to their cart, then asks about shipping or return policies
  • A shopper asks if they should wait for a sale

Recommend products in real time

If shoppers can’t quickly find what they’re looking for, they’ll leave. Real-time product recommendations help resolve indecision and increase average order value.

Examples of when real-time suggestions drive conversions:

  • A shopper asks for jeans in medium — AI suggests bestsellers in their size
  • A returning customer mentions loving a nude-colored top — AI recommends similar or matching items
  • A product is out of stock — AI suggests alternatives based on color or style
AI Agent recommends alternative items to a customer looking for an out of stock item
AI Agent helps a customer looking for an item in their favorite color by recommending alternatives.

Hand off high-intent shoppers to live agents

High-intent questions are usually specific and goal-oriented — things like:

  • What size should I get?
  • How soon can this ship?
  • Is this item still in stock?

When customers ask questions that directly impact their ability to purchase, it’s a strong buying signal. If they don’t get a fast response, they’ll probably abandon their cart.

So, how do you encourage shoppers to keep shopping?

Activate chat on your website and equip it with automated features, such as Flows, and/or conversational AI, like AI Agent. 

No matter what setup you choose, always have a protocol ready to hand off to a human agent when needed.

In Gorgias, you can set up Rules or use AI Agent handover rules to automatically route conversations based on specific keywords, topics, or customer behavior.

A Rule that automatically assigns chat tickets to a dedicated chat team
Have a dedicated chat team? Create a Rule that automatically hands over all chat tickets to them.

2. Alleviate post-purchase concerns

After buying, customers may want to change their order or just need reassurance that everything is on its way. 

If customers feel ignored during this critical window, you risk losing their business.

The easy fix? Eliminate friction, reassure customers, and make it easy for them to stay excited about their purchase.

Automate order status updates

Customers expect full visibility into their orders. Give them full access to this information, and you'll receive fewer WISMO requests.

Integrate your helpdesk with your 3PL or shipping provider to automatically send real-time updates on order status. If customers have an account portal, give them a tracking link.

Pro Tip: If delays are expected, automate messages to let customers know ahead of time. Being proactive keeps customers informed and reduces the need for reactive support.

Turn negative experiences into retention moments

When something goes wrong, like a delay, a lost package, or unexpected fees, it's how you respond that matters most.

Empower your CX team to act quickly. For example:

  • Offer store credit, loyalty points, or free shipping perks to impacted customers
  • Prioritize VIP or first-time buyers for fast-tracked resolutions
  • Escalate critical post-purchase issues to senior agents

You can also use sentiment detection to flag frustrated customers early. Gorgias has built-in customer sentiment detection that automatically identifies tones like urgent, negative, positive, or even threatening language. You can create Rules that tag these conversations and route them to the right agent for faster handling.

Read more: Customer sentiments

3. Re-engage at-risk customers and reduce churn

Just because a customer is at risk doesn’t mean you’ve lost them. Identifying and re-engaging at-risk customers is one of the highest-impact things you can do to protect revenue. 

Spot risk early

Pay attention to repeat patterns that signal dissatisfaction. Common early indicators include:

  • Multiple shipping complaints
  • Frequent refund or return requests
  • Negative or urgent sentiment in support tickets
  • Long periods of customer inactivity after purchase

Use sentiment detection and Ticket Fields (ticket properties) to tag these signals automatically. With this data identified, you’ll start to spot patterns that can help you address issues, giving customers a reason to stay. 

Segment customers by using Customer Fields to organized them under VIP, Problematic, High Returns, or Fraud.
Customer Fields make it easier to segment customers. For example, customers can be grouped by VIP, Problematic, High Returns, or Fraud.

Build recovery flows

Once you’ve identified your at-risk customers, use win-back strategies, like:

  • Offering discount codes, loyalty perks, or free returns
  • Sending personalized emails or messages acknowledging the issue and offering solutions
  • Prioritizing conversations for your most experienced agents or account managers

When handled thoughtfully, a churn-risk customer can become one of your strongest advocates because you showed up when it mattered most.

4. Build loyalty by surprising your best customers

Don’t forget, there are already customers who love you! These loyal customers don’t just come back to buy again — they bring friends, amplify your brand, and give your business stability when you need it most.

Identify and prioritize VIPs

Use customer data to identify customers who purchase frequently, spend more, or have referred others. Tag them as VIPs in your helpdesk so that their requests are prioritized.

For example, in Gorgias, you can use Customer Fields (customer labels and properties) to group your customers under:

  • VIP
  • Repeat purchaser
  • High lifetime value
  • Promoter

When you know who your top customers are, you can offer more personalized service and make sure every interaction strengthens their connection to your brand.

Create brand advocates through small gestures

You don’t need to offer huge discounts to let customers know you appreciate them. Small, thoughtful gestures often make the biggest impact:

  • Send handwritten thank-you notes with their orders
  • Offer a free gift, upgrade, or loyalty perk after a milestone purchase
  • Include a referral code they can share with friends
  • Feature loyal customers on your social media channels (with their permission)

If you’re using macros and automations, you can even trigger some of these surprise-and-delight actions automatically, making it easier to scale while keeping the personal touch.

Make revenue your outcome at any time

We know how overwhelming uncertain times can be. It’s easy to think you need to reinvent your entire strategy just to keep up. 

But the truth is, you already have what you need. You have a team that knows your customers. You have conversations happening every day that can protect, nurture, and even grow your business.

By grounding yourself in what’s already working and creating proactive systems, you can turn uncertainty into strong and steady growth.

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min read.
Create powerful self-service resources
Capture support-generated revenue
Automate repetitive tasks

Further reading

AI Quality Assurance: The New Standard for Customer Support QA

By Christelle Agustin
min read.
0 min read . By Christelle Agustin

TL;DR:

  • The landscape of QA is moving from manual to AI-powered, where AI can analyze every customer interaction, uncover patterns, and suggest data-driven changes at scale.
  • Automating QA allows ticket reviews to be routine. This means customers will always receive high-quality support.
  • Every customer interaction is reviewed with AI QA—not just a sample. This gives support leaders full visibility into performance and service quality.
  • AI QA saves time and improves agent and Gorgias AI Agent feedback. By automating ticket reviews, agents receive instant, unbiased feedback, and leaders can focus on big-picture CX improvements.

This year, 71% of customer experience (CX) leaders are using AI and automation to handle the holiday shopping season. These tools, including AI agents and email autoresponders, speed up tasks like responding to customers and updating orders.

But answering tickets isn't enough. Responses must also be high-quality, whether from humans or AI. And while customer satisfaction (CSAT) is the standard measure of how successful these interactions are, they have major limits.

CSAT scores don’t tell the full story about whether agents were helpful or if they used on-brand language. These gray areas in quality lead to missed sales, higher return rates, and frustrated customers during peak periods.

AI quality assurance (QA) is changing that. In this article, we’ll see what QA looks like today, how AI can simplify the process, and how CX teams can use tools like Auto QA to improve quality across all conversations.

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Traditional customer support QA is falling by the wayside

Today, QA in customer support is a largely manual responsibility. Customer conversations are reviewed by CX team leads to ensure customer satisfaction and identify areas for agent coaching. Team leads evaluate agent responses against a checklist of best practices, including the proper use of language, product knowledge, consistency, and helpfulness.

However, reviewing tickets takes a long time.

QA is important, but it's hard to prioritize when customers are actively waiting for help with refunds, urgent order edits, or negative reviews. And when CX teams are under-resourced and short-staffed, it’s easy to put QA on the back burner. 

What’s more, as AI plays a bigger role in responding to customers, quality assurance must evolve to ensure the quality of AI-generated responses, not just human responses. 

Over time, the lack of QA in CX can hold back support teams for three reasons:

  1. Delayed feedback makes it harder for agents and AI tools to improve.
  2. Leaders have less time to train agents and refine workflows.
  3. Inconsistent service risks losing customer trust and loyalty.

What is AI-powered QA in CX?

AI-powered quality assurance (QA) uses AI to automate the process of reviewing customer interactions for resolution completeness, communication, language proficiency, and more. 

Instead of team leads spending hours manually sifting through tickets, AI takes over and evaluates how well tickets were resolved by agents.

Shifting this traditionally manual work to an automated process pulls teams out of the weeds and into more beneficial work like speaking to customers and upselling.

Manual vs. AI-powered QA
Manual QA is prone to inconsistent checks and fewer tickets reviewed compared to AI-powered QA.

With AI QA, routine ticket reviews are not just an optional part of your customer service strategy, they become a permanent part of it. The road to greater customer trust, resolution times, and stronger product knowledge becomes easier.

Read more: Why your strategy needs customer service quality assurance

Why choose AI-powered QA over manual QA? 

Manual QA is like trying to review a handful of tickets during an incoming flood of new customer requests. Team leads can only focus on a small sample, leaving most interactions unchecked. Without complete visibility, creating a standard across all interactions is challenging.

Now, switch over to AI QA. You don’t have to choose between QA duty or answering tickets—QA checks are automatically done. You’ll still need to monitor AI’s performance, but now there’s more time to focus on creating strategies that improve the customer experience.

Here’s how AI QA and manual QA measure up to each other:

Feature

AI QA

Manual QA

Number of Tickets Reviewed

All tickets are reviewed automatically.

Only a small sample of tickets can be reviewed.

Speed of Reviews

Reviews are completed instantly after responses.

Reviews are time-consuming and delayed.

Consistency

Feedback is consistent and unbiased across all tickets.

Feedback varies depending on the reviewer.

Scalability

Scales, regardless of ticket volume.

Struggles to keep up with high ticket volumes.

Agent Feedback

Provides instant, actionable feedback for every resolved ticket.

Feedback is delayed and limited to a few cases.

Leader Advantage

Frees up leaders to train the team and improve workflows.

Disadvantageous, as leaders spend most time manually reviewing tickets.

7 benefits of using AI quality assurance in CX

AI quality assurance helps CX leaders move beyond manual reviews by offering fast, thorough insights into performance and customer needs. Here are seven key benefits it brings to your team.

1. Improved visibility into customer interactions

AI QA reviews every ticket, giving CX leaders a complete view of agent performance and customer trends. Nothing slips through the cracks, so you can act on real data each and every single time.

What the team wins: Key areas to focus on to improve the customer experience.

What the customer wins: A consistent support experience where their concerns are fully addressed.

2. Instantly identify major customer pain points

Only a third of customers highly trust businesses, and without QA checks in place, that trust only deteriorates.

AI QA feedback can highlight confusing policies or common product issues that lead to unhappy customers. With instant feedback, teams can quickly make changes and create better, consistent customer experiences.

What the team wins: Faster fixes for recurring issues.

What the customer wins: A smoother, frustration-free experience.

3. Faster identification of process gaps

Agents can receive feedback that instantly highlights gaps in workflows or unclear escalation steps. This is an efficient way to resolve issues within the wider team before they become more significant problems.

What the team wins: Process issues are solved quickly.

What the customer wins: Faster resolutions with little to no delays.

4. Standardized scoring for AI and human agents

AI QA evaluates both Gorgias AI Agent and human agent interactions using the same criteria. This creates a level playing field and ensures all customer interactions meet the same quality standards.

What the team wins: Fair evaluations for both AI and human responses.

What the customer wins: High-quality support, no matter who handles the ticket.

5. More time for coaching and training

With less time spent on manual reviews, leaders can dedicate more energy to team development. Training sessions guided by AI insights help agents improve quickly and ensure the team delivers support that aligns with protocols.

What the team wins: More focused skill-building based on data.

What the customer wins: Clearer and more accurate support.

6. Drives continuous knowledge for the entire team

AI QA is helpful for showing agents which areas they need more training on, whether it's being better about using brand voice or polishing up on product knowledge. This leads to better support processes and stronger product understanding across the team.

What the team wins: Better support tactics and product expertise.

What the customer wins: Faster resolutions due to knowledgeable agents.

7. Enhanced customer experience through consistently high-quality support

Since all tickets are reviewed, teams can feel confident they’re delivering high-quality support on a regular basis. Customers get clear, helpful answers, while agents gain insights from every ticket with AI feedback.

What the team wins: Consistent support performance.

What the customer wins: Reliable support they can trust.

How accurate is AI QA?

AI QA analyzes tickets using predefined categories to evaluate how complete and helpful agent responses are. Let’s take a closer look at how it maintains accurate ticket reviews with an AI QA tool like Gorgias’s Auto QA.

It measures multiple metrics

Auto QA evaluates tickets based on three key areas: Resolution Completeness, Communication, and Language Proficiency.

For Resolution Completeness, it checks if all customer concerns were fully addressed. For example, if an agent resolves only one of two issues raised, the ticket is marked incomplete. Tickets where customers resolve issues on their own or don’t respond to follow-ups can still be graded as complete if handled appropriately.

Communication quality is scored on a scale of 1 to 5, assessing clarity, professionalism, and tone. Agents earn higher scores when they provide clear solutions and remain positive throughout the interaction.

Finally, Language Proficiency evaluates whether an agent displayed high proficiency in the language of the conversation. The score considers how well spelling, grammar, and syntax were employed.

Auto QA in action
Gorgias’s Auto QA scores agent responses based on communication and completeness.

Teams can improve AI with their own feedback

Auto QA isn’t set in stone. Team leads can expand on AI-generated feedback by adding their comments. For example, if a resolution is graded as ‘Incomplete,’ a team lead can explain why and provide additional context. This helps clarify the evaluation for the agent and also helps the AI model improve over time.

How to get started with AI quality assurance using Auto QA

Ready to bring the benefits of AI QA to your team? Here’s how to get started with Auto QA:

  1. Audit your current QA process to identify gaps. How do you currently review tickets? Pinpoint areas where manual QA falls short, such as inconsistent feedback or missed interactions.
  2. Pilot Auto QA with a small team. Introduce Auto QA to a small group of agents to test its impact. This allows you to find out how the new QA process fits into your workflow and how it affects agent performance.
  3. Use AI insights to refine processes. Analyze the feedback Auto QA provides to identify process gaps or recurring issues. Use these insights to update your workflow, improve training, and address root causes of customer pain points.
  4. Gradually scale adoption across the team. Once the pilot is successful, roll out Auto QA to more agents. Make sure everyone is trained on how to use its insights and integrate the tool into daily operations.
  5. Monitor and provide feedback to improve AI accuracy. Review Auto QA’s evaluations to ensure accuracy. Add manual feedback as needed to fine-tune its scoring on future tickets.
  6. Measure the impact on performance and satisfaction. Track key metrics like ticket close rates, resolution times, and customer satisfaction scores. Use this data to understand how Auto QA transforms your QA process and drives better results.

Make high-quality responses a standard with Auto QA

AI QA isn’t just about automating ticket reviews — it empowers CX leaders to focus on what truly matters: training and improving processes.

Leave spot-checking and inconsistent application of policies and brand voice in the past. As a built-in feature of Gorgias Automate, Auto QA makes high-quality customer interactions your brand’s standard. 

Book a demo now.

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What to Do After Black Friday: A Guide to Post-BFCM Planning

By Tina Donati
min read.
0 min read . By Tina Donati

TL;DR:

  • Reflect quickly: Analyze customer service metrics like CSAT, FRT, and ticket volume immediately after BFCM to identify what worked and what didn’t.
  • Optimize self-service: Update FAQs and help centers to address gaps revealed in BFCM support inquiries.
  • Streamline operations: Audit staffing, inventory, and fulfillment to avoid bottlenecks in future peak seasons.
  • Turn insights into action: Use BFCM data to set measurable goals and implement quick wins for success next year.

Nailing customer support during BFCM is all about staying ahead of the game and making smart moves—fast. 

But the real key to success lies in what you do when the rush is over. Treating BFCM as a learning opportunity allows you to refine your customer experience (CX) and set yourself up for an even better performance next year.

Without a plan for what to do after Black Friday, it’s easy to repeat mistakes or overlook key trends that could make all the difference next year.

In this article, we’ll share a simple framework to help you evaluate your BFCM performance and turn insights into actionable steps for long-term CX improvement.

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Key areas to review post-BFCM 

It’s best to reflect on key areas like customer service, tech performance, customer behavior, and operations right after BFCM versus waiting until late next year. 

By taking a closer look now, you can spot what worked, fix what didn’t, and start applying those insights to other big sales events throughout the year—not just BFCM. 

A little effort now = a lot of payoff later!

1. Customer service metrics: Where did your team shine (or struggle)?

By analyzing key metrics, you can identify what worked, where your team excelled, and what areas need improvement to better prepare for future busy seasons. Key metrics include:

  • Customer Satisfaction (CSAT): Gauge how happy customers were with their interactions. Look for trends in both positive and negative feedback to pinpoint what delighted or frustrated customers.
  • First Response Time (FRT): Assess if your team met expectations for quick responses during peak periods.
  • Average Resolution Time (ART): Evaluate how efficiently issues were resolved and whether there were any bottlenecks.
  • Contact Rate: Examine whether there was a surge in inquiries, and uncover why.
  • Net Promoter Score (NPS): Determine how likely customers are to recommend your brand post-BFCM.
  • Ticket Volume: Review peak times and common customer issues. This insight can help forecast future support needs and ensure your team is adequately prepared for high-demand events.

Tools like Gorgias’s Ticket Insights can reveal which issues—like discounts, shipping policies, or damaged orders—dominated your support tickets.

View the top 10 ticket field values used during a selected period and their evolution over time.
Monitor your top trending tickets during a time period. 

For a more comprehensive view, Gorgias’s Support Performance dashboard shows how customer service influenced sales, including tickets converted, conversion ratios, and total revenue. These insights are invaluable for understanding the connection between support efficiency and revenue growth.

View the number of tickets replied to, messages sent, and more under Support Performance Statistics.
Gorgias shows you how productive your team was at responding to tickets.

Brands like Obvi, a leading supplement company, have leveraged Gorgias to enhance their support strategies.

Obvi serves a large number of shoppers seeking pre-sales guidance to choose the right supplements. By using Gorgias’s Flows and Article Recommendations, they provide instant, automated answers to frequently asked questions directly within Chat.

Here’s how it works:

  • Flows offer shoppers a menu of common queries about products and shipping, providing fast answers to top concerns.
  • For more specific questions, Article Recommendations scan Obvi’s Help Center articles and share the most relevant answer. For example:some text
    • How do I mix Obvi collagen?
    • Is Obvi vegan?
    • Can I take collagen while pregnant?
Obvi uses Gorgias Automate to display a chat widget on their website
Obvi uses Gorgias’s Flows to automatically answer FAQs.

To fine-tune their approach, Obvi uses data from their tickets to identify recurring customer questions. By analyzing the gaps between their initial FAQs and real customer inquiries, they adjusted their automated responses to better meet customer needs.

Obvi's chat can automatically send article recommendations to customers, no agent required
Article Recommendations allows Obvi to give customers the most relevant articles to their questions.
“We thought we knew what our FAQs were, but data from Gorgias was incredibly insightful to understand which FAQs to automate. That's one reason it's really valuable to have our Helpdesk tickets and automation features in one tool.”

—Ron Shah, CEO and Co-founder at Obvi

2. Technical performance: Did your tools hold up under pressure?

While marketing efforts often steal the spotlight, savvy brands know that backend systems are the unsung heroes of Black Friday and Cyber Monday. 

Start by auditing critical areas such as platform downtime, checkout errors, or slow response times. These issues not only frustrate shoppers but can also lead to lost revenue and customer loyalty during your busiest shopping days of the year.

Next, evaluate how well your tools were able to manage peak volumes. Did your helpdesk, CRM, and ecommerce platforms work seamlessly together, or were there gaps in your integrations?

If switching between platforms slowed your team down or caused data silos, consider streamlining your tech stack with an all-in-one CX solution.

For example, conversational AI platforms like Gorgias enable CX teams to consolidate support, sales, and automation into a single tool. Gorgias combines Helpdesk and AI Agent to resolve customer issues efficiently, while Convert supports upselling and increasing customer lifetime value.

A streamlined, integrated platform not only boosts efficiency but also helps your CX team focus on what matters most: delivering exceptional customer experiences.

3. Customer trends and behavior: What did your shoppers really want?

Start by reviewing product demand, buying patterns, and cart-building behaviors. Were there any unexpected customer needs or shifts in preferences? Identifying these trends can help you refine your inventory planning, marketing strategies, and product offerings.

For example, here’s a detailed breakdown of what to look for:

Product demand shifts

Use these insights to adjust inventory planning for future campaigns. Ensure you have sufficient stock of trending products and create promotional bundles for underperforming items.

  • Which products outperformed expectations? Were they planned bestsellers or surprise hits?
  • Did slow-moving products unexpectedly gain traction, or did top-sellers underperform?

Cart-building behaviors

Tailor future cart-building promotions to encourage higher Average Order Value (AOV). For instance, highlight complementary products or offer discounts on bundles.

  • Did customers prefer individual purchases, or did bundling promotions drive higher AOV?
  • Were there abandoned cart trends tied to specific products or price thresholds?

Unexpected customer needs

Incorporate these suggestions into your product development or cross-sell strategies. Highlight related products in future campaigns to meet these emerging needs.

  • Did reviews or support tickets indicate demand for features, colors, or sizes you didn’t offer?
  • Were there inquiries about add-on products or product pairing ideas?

Self-serve helpfulness

If you have an FAQ page or Help Center, evaluate how well it performed. Did customers find the information they needed, or did they still open tickets for common questions? 

Metrics like Article Views, Number of Searches, and Click-Through Rates can show how effectively your self-service resources meet customer needs. 

If customers contact support for information already in your Help Center, it may indicate unclear articles or poor visibility of resources. This means you should rewrite unclear articles, optimize search terms, and ensure Help Center links are prominently displayed across your website and emails.

4. Operational challenges: Where did the stress show up most?

BFCM is a stress test for your operations, and reflecting on how well your systems handled the surge can help you uncover critical areas for improvement. 

Staffing

Start by reviewing your staffing during peak periods. Did your customer service and warehouse teams feel overwhelmed, or were they adequately supported? 

Questions to Ask:

  • Were there enough team members to handle the workload?
  • Did customer service or warehouse teams experience burnout or delays?

Next Steps:

  • Plan staffing schedules around peak demand forecasts.
  • Cross-train employees to cover high-pressure roles, such as fulfillment or customer support.
  • Offer incentives, like performance bonuses, to encourage seasonal staff retention.

Preparing your team with a more flexible schedule and extra resources for high-demand areas can make all the difference.

Order fulfillment

If order fulfillment workflows slowed down or became error-prone, it may be time to optimize your processes.

Questions to Ask:

  • Were there delays in shipping or errors in packaging?
  • Did order accuracy or speed decline as volumes increased?

Next Steps:

  • Audit fulfillment workflows to identify slow or repetitive steps.
  • Invest in automation for picking, packing, and shipping processes.
  • Partner with a third-party logistics (3PL) provider if in-house capacity was overwhelmed.

Inventory management

Stockouts or overstock situations during BFCM can directly impact both sales and customer satisfaction.

Questions to Ask:

  • Did stockouts or overstock situations impact your Black Friday sales?
  • Was inventory tracking accurate during the busiest days?

Next Steps:

  • Implement real-time inventory tracking to reduce discrepancies.
  • Use demand planning software to improve forecasting for top-selling products.
  • Bundle slow-moving inventory with bestsellers in future holiday deals to avoid overstock.

Operational challenges often have a ripple effect on customer experience. By reflecting on these areas—staffing, fulfillment, and inventory—you can identify actionable improvements that streamline operations and create a smoother experience for both your team and your customers.

Building a CX improvement plan post-BFCM

Once you've reviewed the key areas of your BFCM performance, the next step is turning those insights into actionable strategies. Here’s how to build a CX improvement plan that sets you up for long-term success.

Step 1: Document lessons learned before they’re forgotten

Start by centralizing everything you’ve uncovered from your retro. 

Use collaborative tools like Notion, Google Docs, or Trello to organize insights across customer service, tech performance, and operations. 

And don’t just focus on observations—highlight actionable takeaways. For example, instead of noting “high contact rates,” document the underlying causes, like gaps in FAQs or unclear return policies.

If you’re feeling overwhelmed by the volume of data, let AI do the heavy lifting. Use prompts like these to quickly spot patterns:

  • “Analyze the common themes in this ticket data and summarize the top three trends.”
  • “Identify recurring customer complaints and suggest improvements to address them.”
  • “Provide recommendations to optimize self-service options based on this dataset.”

AI tools can save you time and ensure nothing slips through the cracks as you plan your next steps.

Step 2: Tackle your biggest support pain points

Analyzing challenges in your CX processes can reveal quick wins and long-term improvements. Here are a few common support pain points and how to address them:

High contact rates

A surge in customer inquiries often signals that self-service options aren’t meeting expectations.

Solution: Add or update tools like chat widgets, Help Centers, and post-purchase emails to proactively answer common questions.

Inconsistent response times

This usually points to workflow inefficiencies or a lack of team bandwidth.

Solution: Use automation to prioritize urgent tickets, deflect repetitive inquiries, and ensure smoother workflows.

Low CSAT scores

Frustration with slow resolutions or insufficient empathy often leads to poor satisfaction ratings.

Solution: Invest in empathy training and implement faster resolution strategies, like automating FAQs or integrating sentiment detection tools to flag unhappy customers.

AI escalation issues

While tools like Gorgias’s AI Agent can streamline support, improper setup can lead to automation loops that frustrate customers.

Solution: Define rules for when AI should escalate to a human, feed it more comprehensive data (like updated Help Center articles), and set boundaries for topics it shouldn’t handle.

Poor service snowball effect
Whether your support team is underwhelmed or overwhelmed, the end result is poor customer service.

For example, even with the efficiency provided by their Helpdesk, Obvi found Black Friday and Cyber Monday to be a hectic and stressful period for their small customer support team—just one full-time agent and half of another team member’s time. 

The influx of customer inquiries made it difficult to focus on more complex tickets that could save sales from unhappy customers or convert inquiries into purchases. Instead, their team was bogged down by thousands of repetitive questions, like Where is my order?

Automating answers to repetitive questions gave the Obvi team the room to focus on personalized and revenue-driving customer interactions, like engaging with their community of 75,000 women.

“Instantly, our CX team had time to prioritize important matters, like being active in our community of 75,000 women instead of sitting answering emails.”

—Ron Shah, CEO and Co-founder at Obvi

The extra bandwidth helped Obvi drive over 3x the purchases from support conversations compared to previous years. AI Agent also enabled their team to reach inbox zero by 6 pm—during Black Friday week!

By automating 27% of their inquiries, they not only improved their response times but also handled over 150 tickets daily with just 1.5 agents, driving 10x more sales during BFCM

Step 3: Focus on quick wins that deliver big impact

Even the smallest changes can deliver a big impact. 

For example, update FAQs based on ticket trends or refine chat flows to reduce repetitive questions. Consolidating your CX tools into an omnichannel helpdesk like Gorgias can also reduce agent workload while delivering consistent customer experiences.

Repetitive inquiries—like shipping updates, return questions, or product FAQs—don’t need to consume your team’s time. Automating these workflows can significantly lighten your team’s load while keeping response times quick.

Gorgias users, for example, can automate up to 60% of support tickets with conversational AI tools like AI Agent, enabling teams to focus on higher-value interactions.

Quick wins aren’t just about streamlining support—they can also drive measurable results. 

For instance, Pajar, a footwear brand, leverages AI Agent to handle common inquiries in English and French. While this is a feature they use year-round, it’s handy during holiday shopping seasons when support teams are under pressure to respond quickly.

AI Agent is a conversational assistant that answers support tickets
AI Agent is a conversational AI assistant that can answer and resolve customer inquiries.

This freed up their small team of five agents to focus on complex tickets, achieving impressive results:

  • Resolved 45% of queries with automation, surpassing their 30% goal.
  • Reduced first response times to just 12 minutes.
  • Maintained high satisfaction scores by delivering timely, accurate responses.

With tools like AI Agent and Sentiment Detection, you can automate prioritization for tickets—such as flagging urgent issues or unhappy customers—while still maintaining a personal touch.

Step 4: Level up training and leverage your team’s tools

Peak season often highlights gaps in both team training and CX tools. Addressing these areas not only improves your team’s ability to handle high-pressure situations but also fosters a stronger customer-first mindset across your organization.

Start by leveraging the feedback you’ve collected. Your team has so much data they can review between channels like email, SMS, chat, and social media—both compliments and complaints. You need to be willing to listen to every customer’s needs.

At Love Wellness, customer feedback is treated as a daily priority. 

The team has a dedicated Slack channel for feedback, where team members regularly drop insights from all touchpoints. This collaborative approach helps them get familiar with recurring themes, dissect customer needs, and work together on solutions. 

Love Wellness shares feedback on their team Slack
Love Wellness made a customer feedback channel to highlight positive customer reviews.

The Love Wellness team recommends scheduling recurring feedback share sessions with Product or Website teams—or even inviting those teams into Gorgias to create dedicated views for feedback categories like product improvements or website issues.

Beyond tools and processes, training is crucial. Their team also emphasizes the importance of fostering a customer-first mindset at all levels:

Customer service is one of the main ways they build trust with customers, especially in the personal care and women’s health niche. That’s why the Love Wellness team created an immersive customer experience training program that involves everyone—from the company's president to its office manager.

This holistic approach ensures that every team member, regardless of their role, understands the company’s purpose and how their actions contribute to a seamless customer experience. 

Step 5: Prove the ROI of CX to get more resources

Your customer support team isn’t just there to clear tickets—it’s a key driver of revenue, retention, and customer lifetime value (CLV). Yet, too many teams measure success based solely on metrics like response and resolution times. While these are important, they’re only part of the story.

As Zoe Kahn, Manager of Customer Experience and Retention at Chomps, explains:

“Aiming for overly broad goals of ‘surprising and delighting’ customers without a real understanding of how support impacts the whole customer journey or business ROI is a common pitfall. Customer experience, largely driven by the support team, touches every stage of the journey—from pre-sales to post-sales—and directly influences more sales and loyalty.”

To demonstrate CX’s value, it’s crucial to track metrics that reflect your team’s true impact on the business. For example:

  • Customer Retention Rate (CRR): How well does your team retain customers over time?
  • CSAT Scores: Are your customers satisfied enough to return or recommend your brand?
  • Revenue From Support Conversations: How many sales are driven by proactive or reactive support interactions?

By focusing on these KPIs, you’ll incentivize your support team to go beyond answering questions and actively contribute to business goals. This could include suggesting products during conversations, encouraging happy customers to leave reviews, or proactively addressing issues that lead to churn.

Revenue Statistics
See how many customer support tickets turned into online sales with the Revenue Statistics dashboard.

Teams using Gorgias have even greater opportunities to prove ROI through tools like the Revenue Statistics dashboard, which tracks metrics like tickets converted into sales, conversion rates, and total revenue driven by support interactions.

“Without knowing how much money your customer experience (CX) drives, you’ll never fully understand your impact on the business or have the data needed to advocate for more resources from leadership.”

—Zoe Kahn, Chomps

Set smarter goals next year

The best way to close out your post-BFCM retro is by setting clear, measurable goals for next year. Use this year’s insights to create actionable targets that enhance your customer support and CX strategy:

  • Reduce ticket volume: Implement or improve self-service options like FAQs, chatbots, and Help Centers.
  • Decrease response and resolution times: Optimize workflows, invest in automation, or plan for better staffing during peak periods.
  • Boost CSAT: Address recurring customer pain points, streamline support processes, and train your team to deliver more empathetic, effective service.

Tools like Gorgias make it easier to turn these goals into reality. With powerful automation, integrated insights, and scalable support solutions, you can transform this year’s lessons into meaningful, lasting improvements.

Start planning now to make next year’s BFCM your smoothest—and most successful—yet!

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How We Keep Talent Density High and Impact Higher at Gorgias

By Adeline Bodemer
min read.
0 min read . By Adeline Bodemer

TL;DR:

  • High talent density means a team where every member is highly skilled and performs at their peak. This creates a positive ripple effect, where talented individuals enhance each other's effectiveness and drive overall success.
  • Gorgias maintains high talent density by following three pillars: hire great talent, part ways with non-performers, and nurture your talent pool.
  • Train managers to share 100% honest feedback with direct reports. Honest feedback, performance improvement plans, and fair severance ensure a respectful and constructive approach to managing team dynamics.
  • Measure talent density with key metrics. These include performance scores over time, cross-evaluation reviews, regrettable attrition rates, and transparent promotions to ensure fairness and improvement.

At Gorgias, we’ve embraced the concept of high talent density, introduced by Netflix co-founder and CEO Reed Hastings in No Rules Rules, as a foundation of how we operate. The idea is simple: a team is at its best when every member is highly skilled and performing at their peak.

I’ll walk you through exactly how we’ve built a workplace that prioritizes talent density by breaking down what the concept means, how it shapes our hiring process, and how we keep Gorgias a rewarding environment to grow in.

What is high talent density?

High talent density refers to having a team where each member is highly skilled and performs at their best. When a group consists of top performers, their collective effectiveness increases. Hastings notes, "Talented people make one another more effective."

For example, in a team of five exceptional employees, each individual's high performance elevates the group's overall success. If there is even one underperformer, a team's effectiveness decreases by 30 to 40 percent.

The three pillars of high talent density

We follow three pillars to maintain and grow high talent density. These pillars guide how we build and sustain a team of exceptional performers at Gorgias.

  1. Hire Great Talent: We look for people who excel in their roles today and show the potential to grow with the company in the future.
  2. Part Ways with Non-Performers: We prioritize honest feedback and offer support for improvement, but we’re not afraid to make changes when necessary.
  3. Nurture Your Talent Pool: We invest in our team’s development, ensuring everyone has the tools and opportunities to succeed as the company grows.

To bring this to life, we’ll use an analogy of colors to represent different types of performers in our talent pool:

Diagram of the 3 pillars of high talent density pillars
At Gorgias, our talent pool consists of great talents (dark green circles), performers (light green), underperformers (pink), and non-performers (red).

Let’s take a closer look at how we practice each of these pillars below.

Pillar #1: Hire great talents

Every manager wants to hire someone exceptional, but even with the best intentions, it doesn’t always work out.

To clarify, we’re looking for someone great to do the job now but has the potential to grow and stay strong as the company evolves. 

Here’s how we approach it.

Pay well (i.e. transparently and competitively)

Let’s be upfront: great talent often comes with a higher price tag. 

The first step in building high talent density is offering competitive pay. Exceptional people expect to be compensated for their contributions, and rightly so.

A single outstanding hire, even if paid 50% more than two average employees, often delivers far greater results. 

This is especially true in creative roles, where the impact of a single talent can be worth that of several others. It’s certainly not easy to prioritize compensation when resources are tight, but talented people are an investment — and talent is usually expensive.

Related: How we built an international SAAS salary calculator for our distributed team

Focus on sourcing, not just applicants

Great candidates don’t always come knocking on your door. The best talent is often already employed, not actively looking for a new role. 

To hire the best, we go beyond applications and invest heavily in proactive sourcing.

Use a structured recruiting playbook

At Gorgias, we rely on scorecards and standardized feedback forms to assess every applicant fairly and thoroughly. We also include role-specific assessments or assignments as part of the process. 

While some argue that take-home tasks are no longer standard, we’ve found them invaluable. A strong interview doesn’t always translate into strong performance, and these assignments often reveal critical insights into a candidate’s true capabilities.

Referrals are another piece of the puzzle. A-players tend to know and recommend other A-players. While leveraging referrals, we also keep a close eye on maintaining diversity to make sure everyone gets the same chance.

Pillar #2: Part ways with non-performers

Regularly assess your talent pool

Performance isn’t static. Someone who was a top performer last year might not meet expectations today, especially as the company grows and their role evolves.

To stay objective, we pair performance reviews with bi-yearly cross-evaluation talent reviews. Cross-evaluations provide a broader perspective, helping managers see beyond potential biases and assess whether a top talent has changed in performance quality.

These regular evaluations ensure we’re always aware of who is meeting expectations and who may need support or a more difficult conversation.

Enforce honest feedback with your managers

While Netflix's philosophy is to immediately separate with employees when they underperform, we believe in a more empathetic approach that follows our company’s core value of being 100% honest.

At Gorgias, we train managers to deliver clear, actionable feedback so team members always know where they stand and how they can improve. To us, honesty means being thoughtful, encouraging, and focused on helping people grow. 

We also use Performance Improvement Plans (PIPs) as a tool for growth. We don’t simply view them as compliance tools, but as opportunities for employees to get back on their feet. In fact, 50% of our PIPs result in team members regaining performance.

Provide fair and generous severance packages

Sometimes, despite feedback and coaching, parting ways becomes the best option for both the employee and company. When that happens, we believe in making the transition as respectful and fair as possible.

Offering a strong severance package not only supports employees during their transition but also empowers managers to make tough decisions confidently. It reflects our shared responsibility and ensures we treat people with dignity, even when their time with us comes to an end.

Pillar #3: Nurture your talent pool

Help talent grow alongside the company

When a company grows, employees need to match that pace to keep delivering at a high level. This requires consistent learning and development to meet the challenges of each new stage.

Growth doesn’t happen by accident. As Daniel Coyle explains in The Talent Code, greatness isn’t born; it’s grown through “deep practice.”

To encourage growth, Gorgias managers hold career conversations every six weeks, focusing on the “3Es”: education, exposure, and experience. These discussions identify growth areas, leverage networks, and clarify the steps team members can take to excel.

We also reward our top performers with opportunities beyond financial incentives. From double learning stipends to travel experiences and executive mentorships, these rewards keep our “dark green” talents motivated and engaged.

Read more: Why we don’t increase salaries based on performance

Cultivate a positive and collaborative environment

In the pursuit of high talent density, results are important, but so is maintaining a positive, team-oriented environment.

A top performer with a toxic attitude can harm the environment you’re working hard to build. For that reason, we hire and nurture people who align with our values, show respect for others, and contribute to a collaborative culture. Both the what (talented employees) and the how (exemplary behavior) matter. 

Implement pressure management programs

I believe this is one of the toughest topics when it comes to talent management.

Top performers are eager to work hard and prove their worth. Oftentimes, they approach work intensely and passionately. However, too much intensity can lead to exhaustion. And, of course, tired employees can’t deliver well.

That’s why managing pressure is crucial to maintaining high talent density. Introducing programs and initiatives that support the well-being of your employees helps prevent stress and burnout.

We take a tailored approach to prevent burnout, recognizing that one size doesn’t fit all. Having strong management training and great HRBPs (HR Business Partners) are the most impactful pieces. They help uncover the underlying issues of burnout: lack of vacation time, heavy workload, personal challenges, or misalignment.

Once the issues are clear, we provide the right tools to help. This could include coaching, training, enhanced benefits, or adjusted workloads.

How we measure, refine, and design our talent pool

We use specific metrics to gain insights into the effectiveness of our talent management strategies and refine our approach as needed.

Here are the metrics we track to evaluate talent density:

  1. Performance scores over time: We track average performance scores across the company (excluding new hires) to monitor overall talent density.
  2. Cross-evaluation reviews: Our biannual talent reviews include cross-evaluations, introducing variables like leadership, learning agility, and drive to ensure a holistic assessment.
  3. Regrettable attrition rate: We analyze turnover rates to identify potential issues and address them proactively.
  4. Transparent promotions: We’ve developed a promotion process that prioritizes fairness and merit. Managers must document and justify promotions, holding them accountable for consistency and equity.

By regularly tracking these metrics, we can see where we may be falling short — whether that’s being slow to part ways with low performers, struggling to attract great talent, or losing top performers unnecessarily.

Building strong organizational design

The ultimate goal of having strong talent density is to build a well-performing organization.

After each talent review, HRBPs will work hand in hand with managers to refine the organizational chart. They identify opportunities for improvement, such as promoting top talent, adjusting scopes of responsibility, or making changes to strengthen the team.

Ultimately, you should always make sure that your top performers are leading the most critical and top-priority initiatives.

Before prioritizing high talent density, your org may be keeping low performers. After following the three pillars of high talent density, your org will be saturated with top performers.

A personal note on the journey to high talent density

In my role as VP of People at Gorgias, I’ve seen how fast growth fuels the resources and opportunities needed to attract and develop exceptional talent. High performers thrive in environments with big goals and fast results, but it’s up to us to create the right conditions for them to succeed.

Sustaining high talent density takes dedication and humility. It means holding ourselves to high standards while being transparent. While we’ve made great strides, there’s always more to learn and refine.

As we continue this journey, let us remain humble, acknowledging that there is always room for growth and improvement.

How 10 Brands Transformed Customer Support Into Revenue in 2024

By Holly Stanley
min read.
0 min read . By Holly Stanley

TL;DR:

  • Support automation cuts resolution times and saves brands thousands. Dr. Bronner's and LSKD automated 40–45% of tickets, saving $100K annually and cutting resolution times to just over a minute.
  • Phone support is a profitable yet underutilized support channel. Obvi boosted revenue by $22K in 2 months using phone support alongside Gorgias for upselling and subscription retention.
  • Automating returns results in new sales and cost savings. Rumpl recouped $8K in return fees with automated returns, while Pajar resolved tickets in 12 minutes using bilingual AI support.
  • App integrations enhance the customer experience. Shopify, Aircall, and Loop Returns integrations helped brands like Jonas Paul Eyewear slash response times by 96% during peak seasons.

Scaling great customer support is often seen as a challenge, especially when ticket volumes climb and customer expectations rise. But for CX leads and executives, it’s essential to recognize that support isn’t just a cost center—it’s a profit driver. Exceptional customer support builds loyalty, drives repeat business, and creates upselling opportunities, directly boosting revenue.

That’s where Gorgias comes in. In this blog, we’ll show you how brands like Rumpl, TalentPop, Stylest, and Baby Gold have turned their support challenges into measurable wins with the power of automation and smart tools.

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1. Obvi boosted revenue by $22,000 in just 2 months with Gorgias and phone support

Obvi was leaving money on the table. Without phone support, they faced challenges like subscription drop-offs and missed upsell opportunities. Voice as a support channel wasn’t on their radar, so valuable revenue streams slipped through the cracks. Plus, they lacked a proactive strategy to retain subscriptions.

By integrating Gorgias’ omnichannel support tech, Obvi transformed their customer experience. They introduced a personalized, phone-based support system tailored to upselling and subscription retention, and partnered with Aventus’ Learning Management System (ALMS) to give their agents expert training.

The result? 

A customer support system that delivered exceptional service while boosting revenue.

Results achieved:

  • Saved 271 subscription orders, equalling $21,244 in revenue.
  • Achieved an average of 20+ upsells per week.
  • Enhanced customer satisfaction and retention through personalized interactions.

With Gorgias and phone support, Obvi unlocked the potential of voice to grow their business and deepen customer loyalty.

2. Jonas Paul Eyewear slashed response times by 96% with AI Agent

During peak seasons like back-to-school, Jonas Paul Eyewear struggled to keep up with the sheer volume of customer inquiries. The small customer care team was overwhelmed with repetitive questions, leading to slower response times and increased stress. They needed an efficient solution to handle the increased load while maintaining excellent service.

By partnering with Gorgias, Jonas Paul Eyewear transformed their customer service operations. AI Agent automated responses to common queries like prescription details and return policies, freeing up their team to focus on more complex issues. 

An integration with Aircall allowed agents to handle phone calls directly within Gorgias, with access to customer interaction history and Shopify data. A Klaviyo integration streamlined inquiries related to home try-on kits and orders. Together, these tools created a customer-focused experience.

Results achieved:

  • Despite a 28% increase in tickets, the team reduced first response time by 96%.
  • AI Agent influenced $600 in sales in a single month, nearly doubling its $360/month cost.
  • Automated over 30% of support volume, eliminating the need for temporary staff during busy periods.
"With faster responses and more proactive support through AI, we are seeing happier customers, which obviously translates into more retention and more brand loyalty. Overall with the improvement in first response time, we've really seen an uptick in customer satisfaction and less of an escalation in tickets."

—Lynsay Schrader, Lab and Customer Service Senior Manager at Jonas Paul Eyewear

3. Dr. Bronner’s saved $100K annually by automating 45% of customer interactions

As Dr. Bronner's business grew, so did their customer support challenges. The limitations of their previous system, Salesforce, made it difficult for their small customer experience (CX) team to handle increasing inquiries, especially repetitive questions. As a result, customers experienced longer response times, and the brand needed a more effective solution.

By switching to Gorgias, Dr. Bronner's transformed their customer support operations. They implemented AI Agent to automate routine inquiries, allowing their team to focus on more complex, personalized interactions.

The addition of a comprehensive Help Center empowered customers to find answers independently. At the same time, integrations with Shopify, Aircall, and Loop Returns streamlined the management of orders, returns, and voice communications — all within a single platform.

Results achieved:

  • Saved $100,000 annually by replacing Salesforce, reducing licensing and development costs.
  • Automated over 45% of customer interactions within two months.
  • Increased customer satisfaction scores by 11% through faster responses and personalized service.
  • Reduced resolution time by 74%, enabling the team to address inquiries more effectively.
Dr. Bronner's help center
Dr. Bronner's Help Center
"Our CX team is small, which is why leaning into automation was so crucial for us. We were really at a turning point at the beginning of the year, and we knew that we had to make a change. We had to make our tools work for us, not against us. Gorgias was a huge opportunity, and we decided to jump in head first. Within the first 30 days, we were able to automate 30% of customer interactions and are now up to 45%."

—Emily McEnany, Senior CX Manager at Dr. Bronner’s

4. Pajar automated 45% of tickets to cut response times from days to minutes

Peak seasons like winter, Black Friday, and Cyber Monday brought immense pressure to Pajar’s small customer service team of five agents. With high ticket volumes and a bilingual customer base (English and French), maintaining quick response times and delivering excellent service became a major challenge. They needed a solution to streamline operations and keep their customers happy.

Partnering with Gorgias proved to be a game-changer. Pajar implemented AI Agent to handle common inquiries in both English and French, freeing their team to focus on complex tickets. Automation reduced repetitive tasks, improving team efficiency, while Gorgias’ 30-in-30 onboarding program helped them quickly hit their automation goals.

Results achieved:

  • Surpassed their 30% goal by fully resolving 45% of queries with automation.
  • Achieved a first response time of just 12 minutes and 15 seconds, and a resolution time of 1 day and 20 hours.
  • Maintained high satisfaction scores by delivering timely, accurate responses in English and French.
Pajar uses Gorgias Automate to automate frequently asked questions on their website
Pajar uses Gorgias AI Agent to automate answers to their most commonly asked questions.
"We were nervous to get started at first, but as soon as we had the implementation call it was a huge weight off of our shoulders — we knew it was going to be great. And we were right. The first day we turned it on, we started seeing results right away."

—Noémie Rousseau, Customer Service Manager at Pajar

5. LSKD tripled email automation and boosted customer satisfaction with AI Agent

LSKD, a popular Australian activewear brand, struggled to keep up with a high volume of customer inquiries during peak periods. Their previous system couldn’t handle repetitive queries efficiently, leading to slower response times and an overburdened support team. To maintain their commitment to excellent customer service, they needed a smarter solution.

Gorgias delivered. By implementing AI Agent, LSKD automated responses to common questions, enabling their team to focus on complex, high-value interactions. Automation streamlined workflows, reducing manual tasks, while integration with Shopify provided instant access to customer order data. LSKD could respond faster and more accurately, improving the overall customer experience.

Results achieved:

  • Automated 40% of tickets overall with Gorgias AI Agent.
  • Reduced first response time from 1 day 2 hours to 1 minute and 2 seconds.
  • Reduced resolution time from 1 day 19 hours to 1 minute and 8 seconds.
How LSKD tripled email automation rate with AI Agent
LSKD tripled their email automation rate by using AI Agent.
"Gorgias AI Agent is going to be a game-changer for us during BFCM. With the ability to provide immediate, personalized responses, we’re confident it will not only reduce the volume of repetitive inquiries but also ensure our community feels supported during the busiest time of the year.”

—Kailey Burton, Community Experience Head Coach at LSKD 

6. Baby Gold automated 20% of emails and cut resolution time down to 1 minute 4 seconds

Baby Gold, a jewelry brand known for its personalized pieces, faced growing challenges in meeting customer demands for quick and efficient support. Their existing customer service system lacked the automation needed to manage repetitive inquiries, leading to slower response times and an increased workload for their team. 

They needed a solution to improve efficiency and meet customer expectations for rapid assistance.

AI Agent autonomously resolved customer email tickets by learning the brand’s unique policies and voice while automation reduced manual tasks. Easy integration with their existing systems provided agents with instant access to customer data, enabling quicker, more accurate responses and improving overall efficiency.

Results achieved:

  • Achieved a 20% email automation rate after joining the AI Agent Beta program.
  • Reached a first response time of 49 seconds and a resolution time of 1 minute and 4 seconds.
  • Answered 1,361 tickets within two weeks.
"I feel that nowadays, people expect quick responses and rapid assistance. AI and tools such as AI Agent are perfect to meet these expectations."

—Sindi Melgar, Customer Service Manager at Baby Gold

7. Psycho Bunny answers tickets 10x faster with AI Agent

Psycho Bunny, a bold menswear brand known for its edgy take on classic styles, faced a challenge: how to maintain a stellar customer experience while scaling their multi-million dollar business. With a focus on improving key performance indicators (KPIs) and customer satisfaction (CSAT), they needed a solution to boost efficiency without adding to their customer support team’s workload.

Psycho Bunny implemented AI Agent to handle routine customer inquiries, such as order status, returns, and exchanges, freeing up human agents to focus on more complex, high-value interactions. 

With automation managing 26% of tickets and integration with existing systems, Gorgias provided the tools to streamline operations and deliver exceptional service, all from one unified platform.

Results achieved:

  • Resolved 26% of customer tickets through AI Agent.
  • Reduced first response time by 99.8% and resolution time by 99.4%.
  • Queries are answered 10x faster than the team average thanks to AI Agent, with a 4.67 CSAT score.
"I already love Gorgias because its email and chat capabilities are ahead of the competition, so I trust Gorgias to also build the best AI agent. And having all our CX tools within the same system is important—I don’t want yet another dashboard to check."

—Tosha Moyer, Senior Customer Experience Manager at Psycho Bunny

8. Stylest achieved a 35.56% conversion rate with Gorgias Convert

Stylest, a swimwear brand, set its sights on a big goal: to boost visitor engagement and convert more casual browsers into loyal customers. They wanted to increase sales and highlight their best-selling styles while providing an enjoyable shopping experience.

To achieve this, Stylest partnered with ECOM DEPARTMENT and implemented Gorgias Convert, an onsite marketing tool designed to optimize customer interactions and drive conversions. With Convert, they launched targeted campaigns that effectively guided visitors toward completing their purchases without disrupting the shopping experience.

Results achieved:

  • Achieved an impressive 35.56% conversion rate through exit intent campaigns.
  • Campaigns contributed to a 20% lift in Average Order Value (AOV) revenue.
  • Over 90 days, campaigns influenced 3% of total revenue, with a peak impact of 18%.

9. TalentPop expanded its customer base by 410 clients through a strategic partnership with Gorgias

TalentPop, a customer service management agency serving ecommerce brands, set out to expand its client base and elevate its service offerings. To achieve these goals, they needed a partner that could align with their go-to-market strategies, provide innovative tools, and help attract new business.

TalentPop tapped into Gorgias’s robust platform and co-selling initiatives to acquire mutual customers.

They received tailored guidance to plan forward-thinking strategies, looking 1–2 years ahead, while maintaining a high standard of service delivery. Access to essential tools and operational support allowed TalentPop to streamline processes, boost efficiency, and increase revenue from customer support services.

Results achieved:

  • Acquired 410 mutual customers through effective co-selling efforts.
  • Perfectly aligned go-to-market strategies with Gorgias, critical for winning key accounts.
  • Helped their client Silky Gem to automate 40% of 5,000 monthly tickets.
"Gorgias has been instrumental in TalentPop’s growth from the start of our partnership. They have provided key prospect opportunities, supported us in winning accounts, and invested in TalentPop by bringing on best-in-class customer service agents to support their teams."

—Olivia Parker, Senior Partnerships Manager at TalentPop

10. Rumpl recouped $8,000 in return fees and achieved 4.89 CSAT

Rumpl’s manual, 3PL-dependent returns process was time-consuming and inefficient, with resolutions taking 2–3 weeks. A reliance on shared Excel sheets created operational bottlenecks during busy periods and frustrated customers.

By integrating Loop Returns with Gorgias, Rumpl automated and streamlined their returns process. Customers could manage returns and exchanges via an automated portal in the Gorgias chat widget. Self-service tools and automated communications reduced manual workloads, while centralized support within Gorgias improved efficiency and visibility.

Results achieved:

  • Cut first resolution time by 39% with automation.
  • Recouped $8,000 in return fees by converting 31.4% of returned revenue into exchanges or store credit.
  • Boosted CSAT to 4.89 by delivering quicker, more efficient service.
"The Gorgias/Loop integration has been really useful for us. Being able to view return info in Gorgias, then open that return in Loop with one click, makes it super easy to navigate and resolve any issues the customer might have."

—Jacob Cantu, Senior Customer & People Experience Manager at Rumpl

Turn customer support into your brand’s growth engine

Great customer support goes beyond answering questions. It involves building trust, driving loyalty, and turning everyday interactions into opportunities for growth. From streamlining returns to automating repetitive tasks, brands like Rumpl, TalentPop, Stylest, and Baby Gold show how the right tools can transform support into a revenue-driving powerhouse. 

With Gorgias, you can work smarter, resolve issues faster, and create exceptional experiences that keep your customers coming back.

Want to see how Gorgias can help you scale your support and grow your business? Book a demo today and discover the tools that will take your customer experience to the next level.

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AI Tone of Voice: Tips for On-Brand Customer Communication

By Alexa Hertel
min read.
0 min read . By Alexa Hertel

TL;DR:

  • Tone of voice builds trust. A consistent tone of voice helps create personal connections with customers and builds trust in your brand, even when using AI.
  • Analyze your brand's personality to find your tone. Review customer conversations, website copy, and marketing materials.
  • AI can mimic brand voice by learning your data. This data includes your brand’s help docs, internal guidebooks, macros, and brand guidelines.
  • Keeping AI on-brand requires regular training. Audit your brand voice, set guidance, and monitor responses to keep your AI accurate.

Tone of voice—and a strong brand personality—have become essential components of exceptional customer service. 

As many brands introduce AI to automate customer service interactions, the challenge of ensuring that AI is helpful looms. Part of that helpfulness means speaking to customers in a way that connects with them, not alienates them.

That’s why implementing AI that uses your brand’s signature tone of voice has never been so important.

This post will explore why tone of voice matters in customer service and provide insights on how AI can effectively replicate brand voice, with tips on implementing it successfully. 

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Why tone of voice matters in customer service

Through a customer service lens, tone of voice is the style, word choice, and general vibe of how your brand speaks when it communicates with customers. Tone of voice is one of the key components of brand identity, so the tone of voice a support team uses will always align with its greater brand.

According to Statista, 64% of customers prefer making purchases from companies that create experiences tailored to their needs and wants. A consistent tone of voice does just that, building trust, creating better relationships between customers and brands, and making experiences more personal.

On the flip side, brands that don’t prioritize tone of voice — especially when it comes to AI — will see robotic tones cause a loss of customer trust. 

How AI effectively replicates brand voice

51% of customers share concerns that brands that use AI won’t connect them to a human. But if you choose the right AI tools that leverage your brand’s information and use it effectively, you can train it to mimic your unique voice — sometimes to the point where customers don’t even know that it’s the AI talking.

That’s true for the CX team at toddler carrier brand Wildride

”An influencer emailed us saying, 'I really love you guys,' and our AI Agent replied, 'Love you too,' with heart emojis, which was really funny. It was just like an email from me and my other team members,” says Amber van den Berg, their Head of Customer Experience. 

Wildride trusts Gorgias AI Agent to manage a high volume of tickets while still providing each customer with a great experience.  

📚 Further reading: How Wildride automated 33% of email tickets with AI Agent 

AI Agent uses a few key components to mimic tone of voice, including LLMs (Large Language Models) to form human-like responses, guidance from you, and the internal resources you provide it. 

“We’ve had customers respond to AI Agent thinking they were speaking to a real person. That’s how elevated the response was from AI,” says Emily McEnany, Senior CX Manager at Dr. Bronner’s

Brand voice: Friendly

4 tips for successfully infusing AI with your brand’s tone of voice

You can absolutely train AI to match your brand's specific voice and style. Here are a couple of tips that will help you be successful: 

  • Audit your brand’s existing voice and tone
  • Set up guidance
  • Monitor responses and give feedback
  • Keep up with regular training

1. Audit your brand’s existing voice and tone 

If your brand has an established voice and tone, make sure that you either have internal documents that detail it or can describe it accurately in a couple of paragraphs. 

You’ll use that information to help train the AI, so it’s essential that it’s up-to-date and accurate. 

If you don’t have an established tone, now is a great time to generate your brand voice. Review customer conversations and the copy on your website. Chat with your marketing team and even your brand’s founder to get a clear picture of what it is or what you’d like it to be. 

Here’s a quick-start guide for how to find your tone of voice: 

  1. Think about the brands you want to be similar to and pick two. 
  2. Now, take a look at those brands’ websites. Make a list of what you love — it could be the way these brands speak to customers, leverage active verbs, write their product descriptions, or how they talk on social media. 
  3. Now that you have your list, circle the things that feel most relative to your brand. 
  4. Can you put an overarching “vibe” to this list? For example, you might choose a word like friendly, sophisticated, or fun.  
  5. Then, fill in this sentence: “We are (Your Brand) and our tone of voice is (the vibe word you chose). 
  6. Now, see if you can expand on that a little more, with some thoughts about how you might interact with your target audience or write about your products.

2. Set up guidance

Most AI-powered tools will allow you to set up some sort of guidance around how they interact with customers. If you use Gorgias AI Agent, you’ll be able to set specific tone of voice parameters. Choose from three pre-built options—Friendly, Professional, Sophisticated—or Custom to give it your own instructions.

For example, jewelry brand Baby Gold uses an upbeat, friendly, warm, and personable tone. They would likely choose the Friendly option, which is the go-to option for many teams. 

“Sometimes agents forget personal details to call out when communicating with our customers, like birthdays or weddings,” says Sindi Melgar, their Customer Service Manager.  

“But I noticed on a few different occasions where the AI Agent is highlighting these things and is saying, congratulations on your wedding! Just the tone of voice that Michelle is able to adopt is definitely on brand for us.”

If you’re looking to provide your own specific guidelines, create custom guidance like Wildride did below: 

Choose a custom tone of voice for Gorgias's AI Agent

📚 Recommended reading: How to customize AI Agent with 7 brand voice examples

3. Monitor responses and give feedback

In general, you should always keep an eye on how your AI tool is answering questions to ensure that it’s providing accurate responses and that your customers aren’t getting frustrated. Combing through responses manually can be overwhelming, so that’s why Gorgias offers an AI Feedback feature. 

In the ticket sidebar you’ll find a summary of the response AI Agent provided, including why it responded the way it did and the resource it pulled the response from. 

Mark a response as correct or incorrect with AI Agent

Then, give feedback by using the 👍 or 👎 icons to mark AI Agent’s response as correct or incorrect. AI Agent uses this feedback to improve responses over time.

📚 Recommended reading: How to coach AI Agent and give feedback

4. Keep up with regular training

Any time you add new policies or update existing ones, make sure you add them to your helpdocs and Macros, which are the main resources the AI is going to draw from. 

The more consistently you can go in and provide the AI direct feedback on each response, the more easily AI will nail your unique tone. 

Create on-brand responses with AI 

Your brand’s tone of voice makes a huge impact on the relationships you build with customers. Combining your unique brand voice with AI means you’ll provide more personalized responses and resolve customer issues faster. 

“We were hesitant at first, but AI Agent has really picked up on our brand’s voice,” says Lynsay Schrader, Lab and Customer Service Senior Manager at Jonas Paul Eyewear. “We’ve had feedback from customers who didn’t even realize they were talking to an AI.” 

Gorgias AI Agent is the go-to tool for AI-driven customer support that aligns with brand tone.

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Why Your Strategy Needs Customer Service Quality Assurance

By Alexa Hertel
min read.
0 min read . By Alexa Hertel

TL;DR:

  • Manual QA is time-consuming and inconsistent. Reviewing conversations manually makes it difficult to ensure uniform quality across agents and touchpoints.
  • Automating QA saves time and improves accuracy. Automation ensures all tickets are reviewed with the same quality, freeing up agent time to create stronger customer connections.
  • QA helps teams continuously improve. It enables better agent training and brings forth actionable feedback to exceed customer expectations.
  • Implement QA one step at a time. Begin by setting KPIs, introducing small changes, and investing in automation tools to streamline and measure success effectively.

Forrester’s 2024 Customer Experience Index reports that 39% of brands’ customer experience (CX) quality has declined over the past year.

It can be challenging to get a full understanding of how your team—and AI, if you use it—are truly performing.

This is true even with metrics like CSAT

“A 5-point scale only tells you and your agents so much, and relying on consumers providing feedback further limits what you’re able to look at and learn from,” says Kayla Oberlin, Senior Manager of Customer Experience at amika

Quality Assurance (QA) is becoming a more crucial component of a customer experience strategy, especially one that prioritizes customer happiness. 

We’ll cover the importance of customer service QA, best practices, tools, and tips to implement QA effectively.

🗺️ This article at-a-glance

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What is QA (Quality Assurance) in CX? 

In the CX context, QA (Quality Assurance) refers to reviewing customer conversations to improve your support team’s performance and enhance customer satisfaction. QA ensures a consistent and satisfying customer journey across touchpoints, including your website, support channels, and social media.

Common QA pain points for CX teams 

Aside from accuracy issues, a manual quality assurance process is:

  • Time-consuming: Manual conversation reviews are slow and labor-intensive.
  • Limited visibility: It’s difficult to get a clear, scalable view of team and AI performance.
  • Inconsistent: Maintaining uniform quality across customer service teams can be tough.
  • Resource allocation: Difficulty in ensuring the right skills, training, and resources are in place.
  • CSAT limitations: Negative scores often reflect policies, not agent performance.

The solution isn’t for CX teams to skip the QA process altogether but to automate it.

According to research from McKinsey, “A largely automated QA process could achieve more than 90 percent accuracy—compared to 70 to 80 percent accuracy through manual scoring—and savings of more than 50 percent in QA costs.”

With an automated QA process, brands can:

  • Save time: Automated quality checks help support agents to focus on the most critical tickets.
  • Ensure consistency: Both human agents and AI agents are evaluated with a unified, comprehensive QA score.
  • Boost performance: Agents receive targeted coaching to provide more consistent customer experiences.
  • Meet customer expectations: Customers benefit from higher-quality support with quicker resolutions and accurate responses.

Why QA is critical for customer experience

According to Statista, 94% of customers are more likely to purchase again after receiving top-notch support. Quality assurance ensures that every customer gets the same experience, and provides agents with the feedback to learn and stay on-brand with each resolution.

At its core, QA: 

Consumer attitudes and behaviors based on their customer service experience worldwide as of May 2022, Statista
Consumer attitudes and behaviors based on their customer service experience worldwide as of May 2022, Statista

Prevent errors 

Addressing errors early is important, as even small mistakes can harm customer trust and create lasting negative impressions. QA tools can prevent mistakes because of better coaching and training. This can stop misinformation in its tracks –– and from escalating into bigger problems down the line. 

Ensure consistency 

QA makes sure that all customer touchpoints, like calls, emails, live chat, and even AI responses, are handled with the same level of care. This is especially helpful when training new team members, introducing new products or policies, or during high-traffic periods.

Build trust 

Consistent and reliable experiences build customer trust and loyalty. If you were to reach out to a brand and have an amazing experience the first time but a bad experience the next, you’d probably question which experience was the norm. 

Top-notch experiences that happen time and time again tell your customers that you’ll always be there to help. This can boost repeat sales and even referrals:  According to Statista, 82% of customers recommend a brand after a great experience.

Personalize experiences 

Aside from increasing happiness and making customers feel heard and appreciated, personalized support also affects your bottom line. Statista notes that 80% of businesses found that providing personalized customer experiences led to increased spending for consumers.

Aids in better coaching and training 

With QA, teams are able to rate and review all tickets instead of spot-checking. This provides them with a:

  • Quicker turnaround on coaching opportunities
  • Wider volume of tickets they can review, learn from, and use for training
  • Better understanding of when a Macro or a process is leading to incomplete or unhelpful conversations
  • Bigger opportunity for constructive feedback and flow improvements that are based on real responses and not frustrations with brand policies

Continuously improve

Whether it’s lowering resolution times, introducing a knowledge base, or adding AI Agent to your team, making continuous improvements will help you stay ahead of the competition.

Implementing a QA program (especially if you can automate it) is one of those additions that provides you with the refinements you need on a resolution-to-resolution level.

Best practices for implementing QA in CX

QA best practices include: 

Establish a baseline for metrics and KPIs 

As you set out to integrate a Quality Assurance process into your CX program, first establish benchmarks for various metrics and KPIs. These benchmarks help track and evaluate the performance of QA as you implement it. 

If you don’t already track customer support metrics, CSAT, first response time (FRT), resolution time, and net promoter score (NPS) are great ones to start with. 

💡Tip: If you use Gorgias, you’ll find your current support performance statistics in the Statistics menu. Make sure that you can see back at least six months. Then, compare an equal time frame for post-QA implementation.

Monitor and evaluate regularly

While it might sound a bit “meta” to monitor your quality assurance (which is already monitoring your support responses), it’s still worth noting. 

Ensure that your QA process works smoothly, helps your metrics rather than hurts them, and provides actual helpful feedback to your agents. 

Implement automation tools 

The simplest way to maintain your support quality standards is to use an automated QA tool. Automating the QA process lets CX teams get deeper insights into agent strengths and areas for improvement, and captures deeper insights than a CSAT score could.

Collect customer feedback 

Understanding how customers feel will allow you to fine-tune your processes and ensure you’re delivering a consistent and high-quality experience. Here are a few ways to collect feedback:

  • Surveys and reviews - Post-interaction surveys or direct reviews provide real-time feedback on what customers think of their experience.
  • Social listening and real-time feedback - Monitoring online reviews, social media mentions, and customer comments offers insight into how your customers are feeling that might not be captured through formal surveys. 

Challenges of adding QA

Lack of resources, ineffective training, poor communication between team members, not having the right tools, and doing everything manually are some of the challenges you can encounter when adding a QA process.

Here are a couple of solutions we recommend:

  • Start with phased rollouts. Rather than rolling out a QA process across your whole team, let more seasoned agents experiment with it first to give you feedback and make tweaks.
  • Make incremental improvements. Changing an entire CX process at once to include QA can be overwhelming. We recommend making small changes (like starting to send CSAT surveys if you don’t already) one at a time. These changes will allow you to better measure what’s really working. 
  • Invest in better technology. A manual QA process can be more time-consuming than helpful. Look for an automated QA tool that’s already integrated into your helpdesk. It will allow you to measure AI and agent responses equally, while also measuring results from a handy dashboard. 

Ensure customer experience meets quality standards

By prioritizing QA, your team can identify potential problems early, reduce errors, and improve overall performance, leading to a smoother, more reliable experience for customers –– and your CX team. 

In the long run, brands that focus on QA can gain a competitive edge, building stronger relationships with customers and driving sustainable growth. Book a demo now.

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Building Customer Loyalty Through Effective Post-Purchase Support and Automation in Ecommerce

By Rebecca Lazar
min read.
0 min read . By Rebecca Lazar

Let's talk about something that often gets overlooked in ecommerce: what happens after someone hits that "Place Order" button. You might think the hard part's over once you've made the sale, but here's the thing  the post-purchase experience can make or break your relationship with customers. 

In today's competitive online marketplace, those relationships are everything — especially considering that loyal customers spend an average of 67% more per purchase than new customers.

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The importance of post-purchase support and automation in ecommerce

Providing an excellent post-purchase customer experience can turn one-time customers into loyal advocates who are more likely to make repeat purchases and recommend your brand to others.

It's all about the customer experience

When someone buys from your store, they're not just getting a product — they're starting a relationship with your brand. 

A great post-purchase experience shows customers you actually care about their satisfaction beyond just making the sale. 90% of U.S. customers say that an immediate customer service response is "important" or "very important.”

90% of US customers say that getting an immediate response is important

When you nail this part, something magical happens: one-time shoppers transform into passionate advocates who not only come back for more but can't help telling others about their amazing experience with your brand.

Having accessible support and an efficient and easy returns process may make the difference between a happy customer and an unsatisfied one.

Building trust that lasts

Trust is everything in online shopping. When customers feel supported after making a purchase, they're much more likely to give you the benefit of the doubt if something goes wrong down the line.

It's like building a friendship: every positive interaction adds another layer of trust. And that trust translates directly into repeat business and glowing recommendations. 

The post-purchase support experience makes a huge difference in building that trust. In fact, 96% of customers say excellent customer service builds trust.

Keeping your return rates down

Great post-purchase support can actually help reduce your return rates. By addressing concerns quickly and providing clear information upfront, you can prevent many returns before they happen.

This can save you money on shipping and restocking and create a smoother experience that keeps customers happy and your business healthy.

Making processes more efficient

Automation eliminates manual tasks, freeing up your team to focus on more strategic initiatives. By automating repetitive tasks, you can improve efficiency and productivity, allowing your team to focus on more value-added activities. 

You can automate everything from customer support to returns and exchanges to your order tracking and more. Besides meeting customers' straightforward needs, automation allows you to focus your team's energy on solving bigger problems and strengthening customer relationships.

Accuracy, guaranteed

Automation helps ensure consistency across all your post-purchase processes. 

When customers know they can count on a reliable experience every time they shop with you, it builds confidence in your brand. 

Plus, fewer mistakes mean happier customers and less time spent fixing problems.

Creating better customer experiences

Speed matters in today's world, and automation helps you deliver faster, more personalized responses to customer needs. 

Whether it's instant order updates or quick responses to questions, automation helps you meet and exceed customer expectations. The result? More satisfied customers who feel valued and understood.

How to automate the post-purchase experience for better loyalty

Here are some ways to automate the post-purchase experience:

Automate your returns and exchanges process

Streamline the returns process with automated return labels, tracking, and updates. Use ReturnGO to automate this process, saving time and reducing manual errors. With automated returns, you can provide a hassle-free experience for customers, encouraging them to return to your store in the future.

Automated returns can help to improve the customer experience by making the returns process easier and more convenient. 65% of customers say the speed and ease of refunds affect where they choose to shop. 

By automating tasks such as generating return labels and tracking packages, you can reduce the time and effort required for customers to return items. 

Think about it from their perspective — if returning an item is hassle-free, they'll feel more confident buying from you in the future. It's like having a safety net that makes customers more comfortable taking chances on new products.

Centralize customer support

In today's fast-paced world, customers expect quick and efficient support. Using a customer experience platform like Gorgias, you can manage all your customer support tickets in one place, making it easier to provide fast, accurate help when people need it.

By centralizing your post-purchase support, you can manage support tickets more efficiently, respond to customer inquiries quickly, and provide the most up-to-date information. This centralized approach can hugely improve response times.

Keep customers in the loop

Nobody likes being left in the dark about their order. Automated post-purchase notifications keep your customers informed every step of the way - from order confirmation to delivery and returns. Using tools like ReturnGO, you can send personalized updates that make customers feel looked after. This is essential for building customer loyalty. 

Keeping customers informed about their orders can help reduce customer anxiety. When customers know what to expect, they’re less likely to worry about their purchase and are more likely to keep buying from you again and again. 

ReturnGO keeps customers updated

Create an integrated workflow

To truly streamline your post-purchase customer service, if you connect your returns management system with your customer support system, you really bring all of the pieces of a puzzle together.

When these two systems are in sync, you can create a smooth workflow that makes things easier for both your team and your customers.

By automating tasks like creating support tickets and processing returns, you can save time and create a more reliable, efficient system that helps you serve customers better. No more jumping back and forth between systems to check on a return when a customer reaches out about it.

The ReturnGO-Gorgias integration makes this happen seamlessly, with features like:

  • Automatic ticket generation: When a customer requests a return, a support ticket is automatically created on Gorgias, saving you time and preventing errors.
  • Real-time updates: Return request information is automatically updated from ReturnGO to Gorgias, so your team always has the latest details right there.
  • Centralized system: No more digging through multiple systems. This means your support agents always have access to the most up-to-date information and respond quickly and efficiently to customers.
  • Smart widget: The ReturnGO-Gorgias integration includes a widget embedded in your Gorgias dashboard, for managing RMAs directly from within Gorgias. This widget enables your team to:
    • View RMA information: See all the relevant details about a return, including the customer's information, the items being returned, and the reason for the return.
    • Take actions on the RMA: Easily approve or reject a return request directly from Gorgias.
ReturnGO x Gorgias widget

The ReturnGO-Gorgias integration makes it easy for your team to manage returns and communicate with customers without having to jump between systems to hunt for information.

The path to lasting customer loyalty

So, there you have it! In the world of online shopping, how you handle the after-purchase experience can be just as important as making the sale in the first place.

By automating your post-purchase process, you can create a seamless and satisfying customer experience. 

Tools like ReturnGO and Gorgias can help you create the kind of experience that builds customer loyalty.

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How to Customize AI Agent with 7 Brand Voice Examples

By Christelle Agustin
min read.
0 min read . By Christelle Agustin

TL;DR:

  • AI Agent adapts to your brand's unique tone of voice. Choose from three default voice options (Friendly, Professional, and Sophisticated), or create countless types of tone with the Custom option.
  • Aligning AI with your brand voice builds consistency. A consistent tone in customer interactions helps build trust and brand loyalty.
  • Specify what AI Agent can and can’t say. Like your human agents, tell AI Agent your brand do’s and don’ts. From going all out with fun and emoji-filled replies to avoiding certain words, use custom instructions to make AI Agent sound distinctly on-brand.

People are only able to identify AI-generated content 46.9% of the time. That’s less than half the time!

In the ecommerce customer service industry, this is just one reason teams are getting more comfortable with using AI.

Better language processing abilities mean AI can be a better extension of CX teams, relieving agents of repetitive questions, like where is my order?, while speaking in a way that’s familiar and delightful to customers.

Upholding a strong brand voice should be one of your top priorities in CX. With Gorgias AI Agent, you can choose AI Agent’s exact tone of voice, from sophisticated to fun. Below, check out seven AI Agent brand voice examples from real customer conversations.

“We’ve had customers respond to the AI thinking they were speaking to a real person. That’s how elevated the response was from AI.”

—Emily McEnany, Senior CX Manager at Dr. Bronner’s

What is Tone of Voice?

Tone of Voice refers to how AI Agent communicates with your customers. In Gorgias, you can select from three pre-built tone options: 

  • Friendly
  • Professional
  • Sophisticated

Or, you can create a custom tone, keeping your brand guidelines, style guide, and target audience in mind.

Note: AI Agent and Tone of Voice are only available to Gorgias Automate subscribers.

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7 Tone of Voice Examples for AI Agent to Match Your Brand's Style

Explore how effectively AI Agent adapts to seven distinct tones in the examples below. First, we’ll show you what a preset AI Agent tone option sounds like, then we’ll move on to six examples using custom instructions.

Feel free to copy and paste our provided instructions to set up your AI Agent with the custom tone of your choice, or, even better, take some inspiration to create your own. 

1. Friendly

A friendly AI Agent is the go-to for most CX teams. A Friendly tone of voice is outgoing and welcomes inquiries with enthusiasm. If you were to imagine the model support agent, they would speak like this.

The Friendly tone of voice is available by default in AI Agent’s settings.

How it looks in action

Here’s how an AI Agent with a Friendly tone of voice responds to a customer asking for samples and coupons:

Default Friendly AI Agent voice
AI Agent lets a loyal customer know about the brand’s 10% discount.

2. Direct and brief

Now, we move away from AI Agent’s default Tone of Voice options and toward the vast possibilities of the Custom option.

If you prefer your AI Agent get to the point in as few words as possible, create a Custom tone of voice that breaks up text into separate lines, limits paragraphs to two to three sentences, and keeps responses short. 

💡 Tip: Access a custom tone of voice by going to Automate > AI Agent > Settings > Tone of Voice > Custom. A text field will appear where you can write your instructions.

AI Agent Custom Tone of Voice

Tone of voice instructions:

Acknowledge the customer's feelings by briefly repeating their initial concern(s). Break text up, don’t send entire paragraphs, and keep responses short and easy to read. Keep interactions brief but filled with empathy. We are not long-winded. Keep an informative tone while remaining professional, clear, and easy for customers to follow. Insert links where needed. Don't use too many adjectives when expressing empathy. Never tell the customer to email support or contact our customer service team.

How it looks in action

Here’s how an AI Agent with a direct and brief tone of voice responds to a customer who wants to cancel their order:

Custom direct and brief AI Agent voice
AI Agent directs a customer to their brand’s return portal without being too wordy.

3. Fun (with lots of emojis! 🤗)

Who says support agents can’t have personality? Bring some fun into your conversations by creating a custom tone of voice that allows your AI Agent to use emojis and exclamation points.

Tone of voice instructions:

Greet with first name only. Acknowledge the customer's feelings by repeating their initial concern(s). Be concise and provide shorter responses, try to keep your responses to a few sentences. Use a warm, positive, and engaging—like chatting with a helpful, considerate friend. Sign off with "Best Regards". Avoid jokes or comments related to sensitive topics. Make the customer feel like a friend. You can include approved emojis for a personal touch and exclamation points. Approved emojis to use: 💞🫶✨🥰💖🎀💓💘🥳💗💕💯 You should recognize and celebrate personal milestones mentioned by customers, making the interaction feel more personal. After the customer's initial message, there's no need to restate their issue in follow-up responses.

How it looks in action

Here’s how an AI Agent with a fun tone of voice responds to a customer asking about exchanging their damaged product:

Custom fun emoji AI Agent voice
AI Agent replies to a customer in a bubbly manner, even using heart emojis.

4. Comforting

Customer support often gets a bad rep. Customers anticipate long response times and unpleasant interactions. Flip customer expectations by giving your AI Agent a calming and comforting voice that can instantly fix negative experiences.

💡 Tip: Brands in the wellness and baby industry would do well to use a comforting tone of voice for their AI Agent.

Tone of voice instructions:

Our brand embodies the role of a nurturing parent, promoting happiness, growth, and well-being while creating moments of joy and inspiration. Stay genuine and reflect childlike wonder without being overly sentimental. We maintain a positive and supportive tone, offering a safe, comforting space. Avoid admitting fault or apologizing. Be shorter in replies. Do not offer replacements. Do not give out phone numbers.

How it looks in action

Here’s how an AI Agent with a comforting tone of voice responds to a customer asking about exchanging their damaged product:

Custom positive and comforting AI Agent voice
AI Agent is empathetic and understanding to a customer who is asking about stock availability.

5. Bro-y

Give your AI Agent a laid-back, “we’ve got your back” vibe that feels like chatting with a buddy. This tone keeps things casual, approachable, and like you’re ready to tackle any issue together.

Tone of voice instructions:

Sound like a gym bro. Speak casually and friendly. Be eager to help. However, do not go overboard with puns or stereotypical phrases. You may use the following emojis: 🤙💪🏋️ End responses with "Stay awesome,"

How it looks in action

Here’s how an AI Agent with a bro-y tone of voice responds to a customer asking about glove sizing:

AI Agent responds to a glove sizing question
AI Agent embodies your average bro and answers a customer’s question about glove size.

6. Punny

If your brand isn’t afraid to lean into humor and puns, this tone will definitely connect with your audience. Let your AI Agent use wit and clever wordplay to keep conversations lighthearted and customers smiling at their screens.

Tone of voice instructions:

Speak in bee and honey puns and use colorful emojis. Use at least one emoji per message. Keep your messages brief. Sign off with a different pun in every conversation. If a customer is upset or needs urgent help, avoid puns. 

How it looks in action

Here’s how an AI Agent with a punny tone of voice responds to a customer asking about suit sizes:

AI Agent uses bee puns to answer a customer
AI Agent uses bee and honey puns to reply to a customer asking about size availability. 

7. Bonus: Robotic

In all of our examples, AI Agent responses can easily be mistaken for one of your human agents. But if, for any reason, you want to change that by making your AI Agent sound robotic — it’s possible.

Tone of voice instructions:

Sound like a robot. Make robot sounds and puns. Use short, direct, and easy-to-read sentences.

How it looks in action

Here’s how an AI Agent with a robotic tone of voice responds to a customer asking about exchanging their damaged product:

Custom robot AI Agent voice
AI Agent speaks like a robot to a customer.

Say it how you want with AI Agent

Like a chameleon, AI Agent adapts to your brand voice. Whether it’s friendly, professional, or a custom tone, you can be sure that every interaction aligns with your brand’s identity. 

With AI Agent on your side, you have the power to make each conversation feel authentic. Take it from Psycho Bunny’s Senior Customer Experience Manager Tosha Moyer who says, “The overall tone is good, and its responses are really excellent.” 

Ready to see AI Agent’s excellence for yourself? Book a demo and discover how AI Agent can be a permanent part of your team.

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