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Black Friday–Cyber Monday: Automation

How to Prep for Peak Season: BFCM Automation Checklist

A no-fluff checklist to automate your support, streamline operations, and boost CX before the BFCM surge hits.
By Christelle Agustin
0 min read . By Christelle Agustin

TL;DR:

  • Start by cleaning up your Help Center. Update your articles based on last year’s data, using plain language and clear policy details to boost self-service.
  • Use automations to streamline ticket routing and support efficiency. Set rules for tagging, escalation, and inbox views, so your team can respond faster.
  • Prep your macros, AI, and staffing plan in advance. Build responses for top FAQs, train AI on the right sources, and forecast agent needs to avoid burnout.
  • Automate logistics, upselling, and QA to stay ahead. From showing shipping timelines to flagging low-quality responses, automation ensures smooth operations and more revenue during peak season.

Getting ready for that yearly ticket surge isn’t only about activating every automation feature on your helpdesk, it’s about increasing efficiency across your entire support operations.

This year, we’re giving you one less thing to worry about with our 2025 BFCM automation guide. Whether your team needs a tidier Help Center or better ticket routing rules, we’ve got a checklist for every area of the customer experience brought to you by top industry players, including ShipBob, Loop Returns, TalentPop, and more. 

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2025 BFCM automation checklist

  • Tidy up your Help Center
    • Audit your docs
    • Review last year’s BFCM data to find your must-have articles
    • Update your policy details
    • Edit content using easy-to-understand language
  • Expedite your ticket routing automations
    • Set up automated ticket tags
    • Create an inbox view for each category
    • Set escalation rules for urgent tickets
    • Set up mandatory Ticket Fields
  • Prep your macros and AI agent
    • Write macros for your top FAQs
    • Train your AI on the right sources
    • Define the limits of what AI should handle
  • Forecast your BFCM staffing needs
    • Use ticket volume to estimate the number of agents
    • Plan extra coverage with automation or outsourcing
    • Run agent training sessions on BFCM protocols
  • Map out your logistics processes
    • Negotiate better rates and processing efficiencies
    • Automate inventory reorder points
    • Build contingency plans for disruptions
    • Show shipping timelines on product pages
  • Maximize profits with upselling automations
    • Guide shoppers with smart recommendations
    • Suggest alternatives when items are out of stock
    • Engage hesitant shoppers with winback discounts
  • Keep support quality high with QA automations
    • Automate ticket reviews with AI-powered QA
    • Track both agent and AI responses
    • Turn QA insights into coaching opportunities

Tidy up your Help Center

Your customer knowledge base, FAQs, or Help Center is a valuable hub of answers for customers’ most asked questions. For those who prefer to self-serve, it’s one of the first resources they visit. To ensure customers get accurate answers, do the following:

  • Audit your docs
  • Review last year’s BFCM data to find your must-have articles
  • Update your policy details
  • Edit content using easy-to-understand language

1. Audit your docs

Take stock of what’s currently in your database. Are you still displaying low-engagement or unhelpful articles? Are articles about discontinued products still up? Start by removing outdated content first, and then decide which articles to keep from there.

Related: How to refresh your Help Center: A step-by-step guide

2. Review last year’s BFCM data to find your must-have articles

Are you missing key topics, or don’t have a database yet? Look at last year’s tickets. What were customers’ top concerns? Were customers always asking about returns? Was there an uptick in free shipping questions? If an inquiry repeats itself, it’s a sign to add it to your Help Center.

3. Update your policy details 

An influx of customers means more people using your shipping, returns, exchanges, and discount policies. Make sure these have accurate information about eligibility, conditions, and grace periods, so your customers have one reliable source of truth.

Personalization tip: Loop Returns advises adjusting your return policy for different return reasons. With Loop’s Workflows, you can automatically determine which customers and which return reasons should get which return policies. 

Read more: Store policies by industry, explained: What to include for every vertical

4. Edit content using easy-to-understand language

Customers want fast answers, so ensure your docs are easy to read and understand. Titles and answers should be clear. Avoid technical jargon and stick to simple sentences that express one idea. To accelerate the process, use AI tools like Grammarly and ChatGPT. 

No time to set up a Help Center? Gorgias automatically generates Help Center articles for you based on what people are asking in your inbox.

Princess Polly Help Center
Princess Polly’s Help Center is powered by Gorgias.

Expedite your ticket routing automations

Think of ticket routing like running a city. Cars are your tickets (and customers), roads are your inboxes, and traffic lights are your automations and rules. The better you maintain these structures, the better they can run on their own without needing constant repairs from your CX team. 

Here’s your ticket routing automation checklist:

  • Tag every ticket
  • Create views for each category you need (VIP, Returns, Troubleshooting, etc.)
  • Set escalation rules for urgent tickets
  • Set up mandatory Ticket Fields 

1. Set up automated ticket tags

Instead of asking agents to tag every ticket, set rules that apply tags based on keywords, order details, or message type. A good starting point is to tag tickets by order status, returns, refunds, VIP customers, and urgent issues so your team can prioritize quickly.

Luckily, many helpdesks offer AI-powered tags or contact reasons to reduce manual work. For example, Gorgias automatically detects a ticket’s Contact Reason. The system learns from past interactions, tagging your tickets with more accuracy each time.

Rule that auto tags tickets with "VIP" when customers have spent $1,000+ and ordered 3+ times
This rule auto-tags tickets with “VIP” when customers have spent $1,000 and have ordered more than three times.

2. Create an inbox view for each category

Custom or filtered inbox views give your agents a filtered and focused workspace. Start with essential views like VIP customers, returns, and damages, then add specialized views that match how your team works.

If you’re using conversational AI to answer tickets, views become even more powerful. For example, you might track low CSAT tickets to catch where AI responses fall short or high handover rates to identify AI knowledge gaps. The goal is to reduce clutter so agents can focus on delivering support.

3. Set escalation rules for urgent tickets

Don’t get bogged down in minor issues while urgent tickets sit unanswered. Escalation rules make sure urgent cases are pushed to the top of your inbox, so they don’t risk revenue or lead to unhappy customers. 

Tickets to escalate to agents or specialized queues: 

  • Lost packages
  • Damaged items
  • Defective items
  • Failed payments
  • Open tickets without a follow-up

4. Set up mandatory Ticket Fields to get data right off the bat

Ticket Fields add structure by requiring your team to capture key data before closing a ticket. For BFCM, make fields like Contact Reason, Resolution, and Return Reason mandatory so you always know why customers reached out and how the issue was resolved.

For CX leads, Ticket Fields removes guesswork. Instead of sifting through tickets one by one, you’ll have clean data to spot trends, report on sales drivers, and train your team.

Pro Tip: Use conditional fields to dig deeper without overwhelming agents. For example, if the contact reason is “Return,” automatically prompt the agent to log the return reason or product defect.

Prep your macros and AI agent

Macros and AI Agent are your frontline during BFCM. When prepped properly, they can clear hundreds of repetitive tickets. The key is to ensure that answers are accurate, up-to-date, and aligned with what you want AI to handle.

  • Write macros for your most common FAQs
  • Train your AI on the right sources
  • Define the limits of what AI should handle

1. Write macros for your top FAQs

Customers will flood your inbox with the same questions: “Where’s my order?” “When will my discount apply?” “What’s your return policy?” Write macros that give short, direct answers up front, include links for details, and use placeholders for personalization. 

Bad macro:

  • “You can track your order with the tracking link. It should update soon.”

Good macro:

  •  “Hi {{customer_firstname}}, you can track your order here: {{tracking_link}}. Tracking updates may take up to 24 hours to appear. Here’s our shipping policy: [Help Center link].”

Pro Tip: Customers expect deep discounts this time of year. BPO agency C(x)atalyze recommends automating responses to these inquiries with Gorgias Rules. Include words such as “discount” AND “BFCM”, “holiday”, “Thanksgiving”, “Black Friday”, “Christmas”, etc.

2. Train your AI on the right sources

AI is only as good as the information you feed it. Before BFCM, make sure it’s pulling from:

  • Your Help Center with updated FAQs and policies
  • Internal docs on return windows, promos, and shipping cutoffs
  • Product catalogs with the latest details and stock info
  • BFCM-specific resources like discount terms or extended support hours

Double-check a few responses in Test Mode to confirm the AI is pulling the right information.

How Gorgias AI Agent works: Guidance, knowledge, and Actions
Gorgias AI Agent uses Guidance (your instructions) and knowledge sources in order to perform actions and craft responses.

3. Define the limits of what AI should handle

Edge cases and urgent questions need a human touch, not an automated reply. Keep AI focused on quick requests like order status, shipping timelines, or promo eligibility. Complex issues, like defective products, VIP complaints, and returns, can directly go to your agents.

Pro Tip: In Gorgias AI Agent settings, you can customize how handovers happen on Chat during business hours and after hours. 

Forecast your BFCM staffing needs

Too few agents and you prolong wait times and miss sales. Too many and you’ll leave your team burned out. Capacity planning helps you find the balance to handle the BFCM surge.

1. Use ticket volume to estimate the number of agents

Use your ticket-to-order ratio from last year as a baseline, then apply it to this year’s forecast. Compare that number against what your team can realistically handle per shift to see if your current staffing plan holds up.

Read more: How to forecast customer service hiring needs ahead of BFCM

2. Plan extra coverage with automation or outsourcing

You still have options if you don’t have enough agents helping you out. Customer service agency TalentPop recommends starting by identifying where coverage will fall short, whether that’s evenings, weekends, or specific channels. Then decide whether to increase automation and AI use or bring in temporary assistance. 

3. Run agent training sessions on BFCM protocols

Before the holiday season, run refreshers on new products, promos, and policy changes so no one hesitates when the tickets roll in. Pair training with cheat sheets or an internal knowledge base, giving your team quick access to the answers they’ll need most often.

Map out your logistics processes

Expect late shipments, low inventory, and more returns than usual during peak season. With the proper logistics automations, you can stay ahead of these issues while reducing pressure on your team. 

ShipBob and Loop recommend the following steps:

  • Negotiate better rates and processing efficiencies
  • Automate your reverse logistics
  • Connect your store, 3PL, and WMS
  • Automate inventory reorder points
  • Show shipping timelines on product pages

1. Negotiate better rates and processing efficiencies

Shipping costs add up fast during peak season. Work with your 3PL or partners like Loop Returns to take advantage of negotiated carrier rates and rate shopping tools that automatically select the most cost-effective option for each order.

2. Automate inventory reorder points

To maintain a steady supply of products, set automatic reorder points at the SKU level so reorders are triggered once inventory dips below a threshold. More lead time means fewer ‘out of stock’ surprises for your customers.

3. Build contingency plans for disruptions

Bad weather, delays, or unexpected demand can disrupt shipping timelines. Create a playbook in advance so your team knows exactly how to respond when things go sideways. At minimum, your plan should cover:

  • Weather disruptions - Do you have a backup plan if carriers can’t pick up shipments due to storms or severe conditions?
  • Carrier overloads - Which alternative carriers or routes can you switch to if primary partners are at capacity?
  • Inventory shortages - How will you handle overselling, low stock alerts, or warehouse imbalances?
  • Demand drop-offs - How will you reallocate inventory if BFCM sales don’t match forecasts?

4. Show shipping timelines on product pages

Customers want to know when their order will arrive before they hit checkout. Add estimated delivery dates and 2-day shipping badges directly on product pages. These cues help shoppers make confident decisions and reduce pre-purchase questions about shipping times.

Pro Tip: To keep those timelines accurate, build carrier cutoff dates into your Black Friday logistics workflows with your 3PL or fulfillment team. This allows you to avoid promising delivery windows your carriers can’t meet during peak season.

Maximize profits with upselling automations

You’ve handled the basics, from ticket routing to staffing and logistics. Now it’s time to go beyond survival. Upselling automations create an end-to-end experience that enhances the customer journey, shows them products they’ll love, and makes it easy to buy more with confidence. To put them to work:

  • Guide shoppers with smart recommendations
  • Suggest alternatives when items are out of stock
  • Engage hesitant shoppers with winback discounts

1. Guide shoppers with smart recommendations

BFCM puts pressure on customers to find the right deal fast, but many don’t know what they’re looking for. Make it easier for them with macros that point shoppers to bestsellers or curated bundles. For a more advanced option, conversational AI like Gorgias Shopping Assistant can guide browsers on their own, even when your agents are offline.

2. Suggest alternatives when items are out of stock

No need to damage your conversion rate just because customers missed the items they wanted. Automations can recommend similar or complementary products, keeping customers engaged rather than leaving them empty-handed.

If an item is sold out, set up automations to:

  • Suggest similar items like another size, color, or variation of the same product.
  • Highlight premium upgrades such as a newer model or higher-value version that’s in stock.
  • Cross-sell and offer bundles to keep the order valuable even without the original item.
  • Notify customers about restocks by letting shoppers sign up for back-in-stock alerts.

3. Engage hesitant customers with winback discounts

Automations can detect hesitation through signals like abandoned carts, long checkout times, or even customer messages that mention keywords such as “too expensive” or “I’ll think about it.” In these cases, trigger a small discount to encourage the purchase.

You can take this a step further with conversational AI like Gorgias Shopping Assistant, which detects intent in real time. If a shopper seems uncertain, it can proactively offer a discount code based on the level of their buying intent.

Keep support quality high with QA automations

During BFCM, speed alone is not enough. Customers expect accurate, helpful, and on-brand responses, even when volume is at its highest. QA automations help you prioritize quality by reviewing every interaction automatically and flagging where standards are slipping. To make QA part of your automation prep:

  • Automate ticket reviews with AI-powered QA
  • Track both agent and AI responses
  • Turn QA insights into coaching opportunities

1. Automate ticket reviews with AI-powered QA

Manual QA can only spot-check a small sample of tickets, which means most interactions go unreviewed. AI QA reviews every ticket automatically and delivers feedback instantly. This ensures consistent quality, even when your team is flooded with requests.

Compared to manual QA, AI QA offers:

  • Full coverage: Every ticket is reviewed, not just a sample.
  • Instant feedback: Agents get insights right after closing tickets.
  • Consistency: Reviews are unbiased and use the same criteria across all interactions.
  • Scalability: Works at any ticket volume without slowing down your team.
Manual QA vs. AI-powered QA
AI-powered QA helps you review more tickets at a higher quality in comparison to manual QA. 

2. Track both agent and AI responses

Customers should get the same level of quality no matter who replies. AI QA evaluates both human and AI conversations using the same criteria. This creates a fair standard and gives you confidence that every interaction meets your brand’s bar for quality.

3. Turn QA insights into coaching opportunities

QA automation is not just about grading tickets. It highlights recurring issues, unclear workflows, or policy confusion. Use these insights to guide targeted coaching sessions and refine AI guidance so both humans and AI deliver better results.

Pro Tip: Pilot your AI QA tool with a small group of agents before peak season. This lets you validate feedback quality and scale with confidence when BFCM volume hits.

Give your ecommerce strategy a boost this holiday shopping season

The name of the game this Black Friday-Cyber Monday isn’t just to get a ton of online sales, it’s to set up your site for a successful holiday shopping season. 

If you want to move the meter, focus on setting up strong BFCM automation flows now. 

Gorgias is designed with ecommerce merchants in mind. Find out how Gorgias’s time-saving CX platform can help you create BFCM success. Book a demo today.

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19 min read.
CX Agent Experience Stories

What Happens When CX Agents Love Their Platform? Ask Glossier, Tommy John, and Brunt Workwear

See how CX teams at Glossier, Tommy John, and Brunt Workwear transformed agent happiness into better support, stronger loyalty, and real business results.
By Gabrielle Policella
0 min read . By Gabrielle Policella

TL;DR:

  • Happy agents lead to better CX outcomes. When agents genuinely enjoy using their platform, it boosts productivity, morale, and customer satisfaction.
  • Gorgias makes agents’ lives easier. CX teams at Glossier, Tommy John, and Brunt Workwear unanimously preferred Gorgias over legacy systems.
  • AI helps teams scale without losing the human touch. By handling basic inquiries, AI gives agents more time for high-impact conversations and personalized support
  • Agent satisfaction drives business impact. Brands saw improved team efficiency, reduced operational friction, and revenue gains from more focused, empowered agents.

Everyone talks about how important it is for your ecommerce tools to drive business growth, boost productivity, and deliver a high return on investment. But the equally important (yet often overlooked) third layer is how a tool affects the people using it day-to-day. 

The hidden costs of sticking to the CX status quo

The moment CX and ecommerce leaders start noticing slipping KPIs, frustrated agents, or rising support costs, they ask themselves a question, “Is it time to look for something new?” Sticking with the same tool might seem easier — no demos, evaluations, migrations, onboarding, or retraining involved. 

But ignoring the shortcomings of your current CX platform can snowball into larger issues over time. 

When CX agents don’t like the platform they’re working in daily, bigger problems arise:

  • Agent productivity declines 
  • Morale and employee retention suffer
  • Operational costs rise
  • Customer experience takes a hit
  • Poor data and reporting if agents aren’t using tags or ticket fields correctly

Beyond the thousands of dollars saved in operational costs or hours saved per ticket, Gorgias helps CX agents focus on what they do best — creating the best customer experience possible. 

When a platform makes agents’ lives easier, they have more time to focus on the moments that matter, like proactively reaching out to VIPs, sending surprise birthday gifts, or empathetically handling nuanced tickets. Not to mention, they enjoy doing it. 

At our annual customer conference, Gorgias Connect, we asked three CX leaders to share their experiences using Gorgias. Aside from the impressive FRTs and CX-generated revenue metrics, one theme stood out — they all mentioned how much their agents enjoyed using Gorgias. 

Glossier’s agents have more time to be expert product consultants 

Emily Weiss first launched a beauty blog and community, Into the Gloss, in 2010 as a space dedicated to sharing real information, advice, and tips with real people. 

This laid the groundwork for Glossier, launching in 2014 with a fresh “skin first, makeup second” philosophy. Amidst the “full glam” era of makeup defined by smoky eyes and bold lips, Glossier’s skincare-oriented approach disrupted the norm. 

From the beginning, Glossier has attracted a strong community thanks to its products designed based on community feedback and its social media presence. Today, more than a decade later, the brand has evolved, but its core principles have stayed the same.

As a customer-obsessed beauty brand, it’s no surprise that Glossier takes a thoughtful approach to customer experience. 

We sat down with Cati Brunell-Brutman, Head of CX at Glossier, to dive into how the team uses Gorgias to make their lives easier while creating better relationships with customers. 

Glossier’s proactive approach to customer experience

How do you approach customer experience at Glossier?

I always like saying customer experience vs. customer service because I think customer service feels like we’re just solving problems in a transactional way. Customer experience is proactive and involves looking at the entire customer journey. 

Our team interacts with customers from the moment they first land on the website to when they become repeat users of a product, and eventually, when they become subscribers. There are many opportunities along the way for our team to connect with people, engage in conversations, and make complementary product recommendations. 

This was what our founder really wanted this team to be—beauty editors. Everyone on the CX team is an editor (or a product expert), making curated recommendations. My vision for our CX team is to give them more time to lean into that. 

Simplifying workflows with AI to empower agents

What are you doing differently now to make sure that your team and your business are more resilient? 

My motto for the year is simplify and automate. I don't want anyone on my team to spend their whole day in a Google spreadsheet. So I’m asking questions like, ‘What can I automate? How can I connect tools?’

I really look to my team, especially the newer members, for this, and encourage them to ask, 'Why do we do this?' Because if the answer is because we've always done it that way, that's not a good enough answer for me. 

I’m focusing on finding those moments to simplify things so that the team can concentrate on impactful work, such as creating connections and engaging with people. That’s what I really want my team to focus on because it’s what brings value to their work, our customers, and the brand. 

How did your team react when you switched to Gorgias from your previous platform? 

We actually had our agents weigh in on this. We showed them demos of all the platforms we were considering and had them attend the meetings to speak with the teams. 

Then, we ran a poll in Slack and asked the team, ‘If you were making this decision, what platform would you choose?’ All of the agents unanimously voted for Gorgias. So, we’re definitely fans. 

How has implementing AI into your CX strategy affected the team?

Throughout the industry, I think people are concerned that there’s going to be a transition to a state where CX is 100% AI, everybody is going to lose their jobs, and customers won’t be able to talk to a person. 

But as we've implemented AI at Glossier, we’ve maintained the same team size as when we first started. We just have so much more automation of things like with WISMO tickets, returns, exchanges, and basic tickets that we don’t need a human to answer with macros for six hours straight. 

Deeper human-to-human connections powered by better tools

With the additional capacity, what can your team now focus on?

The team is actually able to do more work because they're not dealing with an antiquated technical system, which makes their jobs easier and also saves us money in the long run.

Now, our agents can perform tasks that actually require a human. AI can send out tracking links, and people can do the people work. 

We receive a lot of questions about our products, like how to use them or specific recommendations. And that's when we want a person to sit down, look at the customer’s selfie, and do a shade match. Then our editors can ask follow-up questions about what the shopper is looking for and why. 

What makes your agents unique, and how does Gorgias help support them?

One of the things that I really love about Glossier is that our editors — our agents — are people, and we have customers who know them by name. 

It’s really unique, and they’re almost like internet celebrities within our community. I'll go to our Reddit page and see customers posting screenshots of their conversations with our agents, and other customers will reply saying ‘Oh my gosh, yes!’ or ‘They helped me too!’ 

Customers will DM us things like ‘This editor recommended a lipstick for me. It was great, I love it. Can that person recommend a blush for me as well?’ 

Being able to aggregate all those conversations across social media DMs, emails, and chats in one place is invaluable.

Where would your team be without Gorgias? 

Having a really bad time in Gmail.

Tommy John found that Gorgias was the perfect fit for its CX team

In 2008, Tom Patterson was a medical salesperson frustrated with ill-fitting undershirts. This problem he faced every day was the catalyst for him to found Tommy John, a dual-gender underwear, loungewear, and apparel company. 

Tommy John launched with its flagship product, the Stay-Tucked Undershirt, to solve Tom’s initial struggle that he knew other customers were also facing. Fast-forward a few years, and Tommy John expanded into more categories with innovative underwear product lines 

Customer comfort has always been the main priority for Tommy John, embedded in everything from product design to its Best Pair Guarantee. The CX team is responsible for maintaining a customer experience that is just as smooth and seamless as the products they're buying. 

Max Wallace, CX Director at Tommy John, shared his experience migrating from a legacy platform to Gorgias and how it impacted his team. 

The search for a platform that supported both customers and agents

What motivated you to find a new platform? 

We knew we had to seriously explore other options when we were assigned yet another Customer Success Manager on our former platform after having gone through several in a short span. It felt like we were starting from scratch every time, which made it challenging to elevate our CX alongside such a critical partner.

We wanted to do right by our customers and our agents, ensuring they had the reporting and tools they needed, plus more. Gorgias really offered all of those things.

What was most important to you and your team when evaluating helpdesks? 

We didn’t want anything that was reinventing the wheel. One platform we looked at wasn’t doing the agents justice by only allowing them to view their own tickets. 

We really wanted our agents to have a holistic understanding of the volume we’re receiving, which Gorgias provides. Now they have this fleshed-out understanding of every customer interaction, and that’s been a game-changer. They’ve been loving it.

Gorgias gave agents the tools they needed to thrive 

How has Gorgias impacted agent productivity and impact? 

We have definitely seen greater speed and productivity.  Even something as simple as macro suggestions has helped steer new agents in the right direction. That’s going to be huge during peak seasons, like BFCM. 

And the fact that agents can move seamlessly between conversations without losing context means they’re handling more interactions, faster, with less frustration. They feel confident in their workflows, rather than being bogged down in repetitive tasks.

Within two months, using Gorgias’s AI Agent has enabled agents to minimize time-consuming manual tasks and spend more time with high-intent customers, generating over $100,000 in sales. 

I’m confident Gorgias will help us achieve our goal of making selling and CX much more integrated. We do want to reward our team for their efforts in driving sales, and we can track conversion rates per agent in Gorgias.

Why was voice integration such a priority for your team?

Before, our agents didn’t have visibility into previous phone calls that other agents had taken. I can't tell you how many times there has been confusion regarding what's going on with the customer because our agents did not have visibility into the customer’s history. We’d have to pull the call recording, pass it along, and by then, the customer would have already been waiting.

So it was essential for us to find a helpdesk that we could use voice with. Now with Gorgias Voice, agents can look back in the timeline, listen to the call, or even read a transcript or AI-generated summary. That’s just been amazing, and they’re loving that. 

Tying revenue back to call tickets, where most of our upselling and cross-selling happens, has been another huge win.

Tommy John’s agents unanimously prefer Gorgias

How did agents react after the switch?

The number one thing that validates that we made the right decision is that our agents truly love Gorgias.

Two weeks after going live, we asked, ‘Do you feel you will be more efficient working in Gorgias than our previous platform?’ And it was unanimous — Gorgias, completely. And this was just two weeks in, with everyone still getting their feet wet. 

We sent out a survey, and seeing every single person answer in favor of Gorgias told me everything I needed to know about how quickly the team was adapting and how much they preferred the platform.

A graphic showing responses from Tommy John's agent experience survey. They highlight what CX agents love about Gorgias.

What has been the CX team’s feedback after using Gorgias for a while? 

Gorgias has really paid off for our agents in terms of their efficiency. Being able to transition seamlessly from a phone call to a follow-up email with just one click is amazing. And having all of that in the timeline — phone calls, emails, chats — that can’t be beat. 

Brunt Workwear’s team stays engaged by helping more customers each day

Eric Girouard founded Brunt Workwear in 2019 to fill a gap in the market for comfortable, high-quality workwear for skilled tradespeople. He came from blue-collar roots himself, and many of his friends and family also work in the trades.

Eric started the company in his garage, focusing on direct-to-consumer sales. Brunt Workwear aims to create products that aren’t just for tradespeople, but are actually built by them.

The workwear brand incorporates a significant amount of customer feedback into the design process to create products that actually make their lives easier. Brunt Workwear’s commitment to its customers is even more evident in its product naming convention — each product is named after a specific tradesworker. 

When we spoke with Ruth Trieger, Director of Customer Experience, she shared how the CX team achieves its goal of making solutions as easy as possible for their busy customers — and why agent satisfaction can’t be overlooked.

How Brunt Workwear makes every customer feel at home

How do you think about the state of CX today?

The best retail or CX advice I’ve ever received is to think of everyone who walks into your store or visits your website as someone entering your home. For every visitor, you will do some basic things, such as taking their coat or offering them something to eat or drink. But if you truly want to make someone feel welcome, you’re going to meet them in a way that aligns with their preferences and makes them feel like they’re a part of something. 

When you make someone feel welcome, they build an emotional connection with a brand that far transcends any product. That’s a powerful thing. 

As I consider customer experience and the growth of AI, I realize there is a constant need to deliver fantastic experiences while using the right amount of resources. If you can do that while still creating a memorable experience, you have a customer for life.

Making life easier for customers and agents with an intuitive platform 

What is your goal when designing experiences for Brunt Workwear’s customers?

Our customer is very busy and very hardworking. They have very little spare time. So if or when something goes wrong, I encourage my team to think, ‘How can we make the solution as easy as possible?’ That’s our goal — to put ourselves in their shoes and reduce friction wherever we can. 

AI can handle repetitive questions, allowing our agents to jump in quickly when nuance or empathy is needed most. What matters is making sure we are there for customers in the moments that really count.

How does Gorgias help your team achieve these goals compared to previous platforms you’ve worked with?

I come from a customer service training background, and I am used to teams needing weeks to train someone on a platform. With Gorgias, I was able to navigate the system myself in very little time. 

As a young but fast-growing brand, we have to be very nimble and change things quickly. Gorgias enables us to do that with a level of ease I've never experienced in my career, so we’re really grateful for the platform. 

I love that our agents can interface with the platform in a way that is very easy, which is good for them. From a productivity and metrics standpoint, if they’re moving easily through a platform, I also know that means they’re able to accomplish more touchpoints with our customers — more phone conversations, more emails, more chats. And that means we are helping more people. 

How does improved agent satisfaction tie back to business results?

At the end of the day, if you don’t have a happy, high-functioning team, you have literally nothing in all the world. We have a talented team, and the more customers they interact with, the more likely those people are to stay with the brand. So we see an increase in customer lifetime value when our agents can spend more time with our customers. 

Gorgias helps agents move from mountains of tickets to meaningful connections 

What additional opportunities does AI open up for your team?

AI is not replacing the human touch; it’s giving us more room to lean into it. It reduces friction so that CX agents can take on higher-value work like running close-the-loop programs, proactively reaching out on the phone, and answering faster. 

If a customer is asking, ‘Where is my order?’, I don’t need to take up an agent’s time with that because AI can get them a simple, fast answer. Then, when another customer needs somebody’s time, they’re there because that person isn’t answering a mountain of tickets. 

That’s the exciting part, AI handles the repetitive stuff, and our agents get to focus on making real connections. 

How has Gorgias enabled you to communicate the value of CX to the broader business internally? 

The reporting in Gorgias has allowed us to become a true strategic partner in the business. CX sees everything: what’s working, what’s not, and what customers are asking about. For every new product launch, every campaign, and every change, my team is on the front lines. With Gorgias’s reporting, we can bring that insight back to the rest of the organization and help shape smarter decisions.

What’s been cool is that we’re now part of the feedback loop in a much more meaningful way. Without Gorgias, we would not be able to add the same level of value as a strategic partner. That’s where I see our role continuing to shift — becoming more proactive, faster at serving customers, and a critical business function. 

At the end of the day, CX knows what’s working, what isn’t, and how customers are feeling. The more we vocalize that, the better off the entire company is.

Choose a CX platform that your CX team actually wants to use

Happy, empowered agents deliver the kind of experiences that keep customers loyal and businesses growing. 

Glossier, Tommy John, and Brunt Workwear show what’s possible when teams have a platform designed for them. More efficiency, more impact, and more human connections. Because when agents love their platform, everyone wins.

min read.

How Brands Use Conversational Commerce to Close More Sales

The secret to closing more sales isn’t a bigger ad budget—it’s offering conversational commerce.
By Holly Stanley
0 min read . By Holly Stanley

TL;DR

  • Conversational commerce builds trust. Real-time conversations replace static help pages with authentic interactions that drive confidence and loyalty.
  • bareMinerals boosted conversions by 5%+ using Gorgias Shopping Assistant to guide shade matching in real time, and saw zero returns on AI-assisted purchases.
  • Tommy John reduced wait times and grew revenue, automating post-purchase updates while freeing agents to focus on higher-value, relationship-driven support.
  • Orthofeet and Arc’teryx proved conversations convert. Chat turned returns and product questions into loyalty- and revenue-building moments.

You’re seconds away from hitting “buy now,” but one last question nags at you: does this shade actually match my skin tone? You open a live chat, only to be met with a bot that pastes a help-center article. So you close the tab.

Today’s shoppers crave immediacy and authenticity. They expect real answers, not ticket numbers. Yet too many ecommerce brands still rely on static FAQs, delayed email replies, or chatbots that feel anything but conversational. The result is often missed sales, frustrated customers, and eroding loyalty.

Conversational commerce bridges that gap. By meeting customers where they are, in real time and on their terms, brands can turn every interaction into an opportunity to build confidence and connection.

In this post, we’ll explore how leading ecommerce brands use Gorgias to strengthen trust and loyalty through real-time conversations across the entire customer journey, from discovery to delivery and beyond.

What is conversational commerce (and why it’s the future of ecommerce)

Conversational commerce is the blending of conversation and shopping. Instead of forcing customers to navigate pages, FAQs, or documents, brands engage shoppers in real time through natural, two-way dialogue. This usually takes place over:

  • Chat
  • SMS
  • Social media DMs
  • Voice assistants

Unlike traditional live chat, you meet customers wherever they are. Conversational commerce easily switches across channels (chat, SMS, Instagram, WhatsApp, etc.) while preserving context, tone, and personalization. 

The goal is to make every interaction feel as natural as a text with a friend, but with the power to guide a purchase, resolve an issue, or suggest a product.

So, how are top brands putting conversational commerce into practice to build real trust? Let’s dive into four examples.

bareMinerals builds confidence to purchase with product guidance

Imagine browsing foundation shades late at night, unsure which one will suit your skin tone. That hesitation is often enough to make a shopper abandon their cart.

That was the challenge for bareMinerals. More than half of their incoming support tickets were product questions. Many of them were about shade matching, formulation updates, or discontinued SKUs.

They needed a way to replicate the helpfulness of a beauty advisor you can call on as you browse a store.

So bareMinerals brought in Shopping Assistant, an AI-powered virtual beauty consultant built to answer product-discovery questions in real time.

It integrates with their Shopify catalog (so it never suggests out-of-stock items), trained on the nuances of context, product benefits, and discontinued color conversions.

Here’s what happened within 30 days:

  • Increased conversions: bareMinerals saw a 5%+ conversion uplift and a 5.5% increase in average order value (AOV).
  • No returns: There were zero returns on AI-influenced purchases during that first month, even within a standard 30-day return window.
  • Increased ROI: It generated 8.8x ROI and accounted for ~3.9% of gross merchandise volume (GMV).
  • Happier customers: CSAT on AI-handled tickets outpaced human agents (AI: 5.0 vs. human: 4.6). Plus, bareMinerals’ CX team now reviews AI conversations to train human agents on phrasing, tone, upselling moves, and recognizing intent.

Takeaway: By offering real-time, contextual product guidance that mirrors an in-store consultant, bareMinerals eliminated guesswork, reduced returns, and strengthened trust before a single purchase is finalized.

Tommy John relieves post-purchase anxiety with instant order updates

One of the most anxiety-inducing moments for any shopper? Waiting for their order. Questions like “Has my order shipped yet?” or Where’s my package? often lead to multiple back-and-forth contacts, burdening support and testing customer patience.

Underwear brand Tommy John experienced this firsthand. Their CX team felt the strain of repetitive, predictable post-order questions, which could be better spent on complex cases. The team needed an automated fix without a huge lift, and so they adopted AI Agent.

AI Agent handled the bulk of their routine tickets, pulling from order data and pre-configured guidance to reply instantly without agent involvement.

See how AI Agent instantly jumped in to help a customer who needed to change their address:

The impact was immediate:

  • Faster resolution times: Many customers receive real-time status updates without the wait time.
  • Reduced ticket load: Agents no longer spend time on repetitive, low-value queries.
  • More bandwidth for agents: Agents can focus on complex issues or proactive outreach.
  • Revenue impact from support: Within just two months, support-driven sales from phone calls alone reached $106K+, with 20% of calls converting into purchases.
  • Customer and team satisfaction: Average phone wait times dropped (~34% improvement), CSAT climbed, and agents unanimously preferred Gorgias over their legacy tools.

Takeaway: Post-purchase communication is a trust moment. Fast, accurate, and proactive responses reassure customers that their order matters.

Orthofeet maintains trust with a speedy returns process

Returns are often a brand’s biggest trust test. When a customer navigates through the hassle of a return, they’re watching closely: Is this going to be smooth and transparent, or frustrating and impersonal?

Orthofeet, a leading orthopedic footwear brand knew this too well. Before Gorgias, their CX stack was disjointed, a combination of Freshdesk, Dialpad, and outsourced chat. As they grew, this meant tickets piled up without central visibility. They needed a tool that gathered every piece of context in one place. 

That’s when they implemented AI Agent. As AI Agent handled tier-1 queries, like validating return eligibility under Orthofeet’s policy and directing customers to the returns portal, agents gained more time to focus on VIP customers, nuanced issues, and phone conversations.

Screenshot of Gorgias AI Agent Bot messaging with Orthofeet customer

The results were powerful:

  • Automated workflow: They automated 56% of tickets in under two months, far exceeding their original target.
  • Faster response times: Email first-response times dropped from ~24 hours to 35 seconds; chat FRT improved from minutes to 13 seconds.
  • Stable headcount: The team could maintain high growth while keeping headcount stable, all while elevating service quality.
  • Customers became AI champions: Customers embraced the AI-driven experience. One even sent a handwritten note praising their “friendly” and “helpful” AI.

Takeaway: Conversational commerce helps you blend technology and humanity to deliver scalable, emotionally resonant support. Even when things go wrong, a thoughtful conversational experience can repair, rather than erode, trust.

Arc’teryx increases conversions with personalized recommendations

Conversational commerce can create selling moments inside conversations you already have with shoppers. 

Arc’teryx, known for its technical outdoor gear, wanted to guide customers choosing between products like the Beta AR and Beta SL jackets. With Shopping Assistant, they turned real-time product questions into opportunities to upsell, cross-sell, and educate.

When shoppers linger on a page or ask for comparisons, the AI offers quick, tailored recommendations, suggesting the right jacket, complementary layers, or accessories. The result? More confident buyers and higher-value orders.

The results speak volumes:

  • Increase in conversions: Arc’teryx achieved a 75% increase in conversion rate (from 4% to 7%) after rolling out Shopping Assistant.
  • Influenced revenue: The tool influenced 3.7% of overall revenue, meaning conversations directly drove meaningful sales.
  • Substantial ROI: They also saw 23x ROI on their AI Agent investment. 

Takeaway: Smart, conversational prompts transform everyday chats into meaningful sales moments,  proving support channels can drive revenue, not just resolve tickets.

Trust is the new conversion metric

Every conversation is a chance to earn (or lose) trust. Whether it’s helping a shopper find their perfect shade, tracking an order, or smoothing out a return, conversations can turn moments of uncertainty into opportunities for connection.

Brands like bareMinerals, Tommy John, Orthofeet, and Arc’teryx prove that conversational commerce builds stronger relationships, higher retention, and measurable revenue.

The future of ecommerce will revolve around conversations that create trust at every click.

If you want to see how Gorgias can bridge support and sales for you, book a demo today.

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

Further reading

You’re Missing Out on Sales Without an AI Shopping Assistant—Here’s Why

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

TL;DR:

  • Shoppers won’t wait for help—so they leave. Without instant answers, you’re losing sales to hesitation and unanswered questions.
  • AI shopping assistants step in right away. They guide, recommend, and resolve concerns in real time, 24/7.
  • They boost conversions and AOV. Brands like Pepper and TUSHY saw up to 62% more conversions after adding one.
  • They go beyond chatbots. AI assistants proactively sell, using browsing behavior to tailor messages and close more carts.
  • Gorgias Shopping Assistant is built for Shopify brands. It starts conversations, mirrors your brand voice, uses browsing data, suggests products, and sends dynamic discounts.

Shoppers aren’t always going to reach out and ask the questions they have, especially if they’re going to have to wait for a response from a CX team. 

That means you’re losing sales to friction, indecision, or information gaps. 

In 2025, the average cart abandonment rate is 70.19%. But if you can find an AI tool that doubles as a support and sales agent, it could make all the difference. 

Gorgias’s Shopping Assistant, for example, has brought a 62% uplift in conversion rate for brands that implement it.

Ahead, learn where you can leverage an AI shopping assistant to increase conversions and craft better purchase experiences. 

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What is an AI shopping assistant? 

An AI shopping assistant is a chat tool powered by AI to provide pre-sales support for shoppers. It can answer questions, make product recommendations, and help guide shoppers in the right direction if they’re stuck. 

Gorgias's Shopping Assistant is a powerful, hyper-personalized AI tool built for Shopify brands. Unlike other AI tools, Shopping Assistant starts conversations with customers, not the other way around. It’s uniquely tailored for each customer by tracking browsing behavior during each session and remembering what shoppers say, keeping conversations natural and recommendations relevant. 

It’ll also chat with shoppers in your own brand voice, as its responses are pulled right from the knowledge you feed it. 

At which point do brands lose sales in the customer journey?

The stages of the customer journey where common drop-off points occur for brands that lack proactive support include: 

  • Discovery (casual browsing)
  • Interested (considering making a purchase)
  • Ready to buy (strong purchase intent)  

1) Discovery (casual browsing) 

There’s a big chance that shoppers—especially first-timers—have questions, but aren’t willing to wait for a human to get back to them. And when your CX team is off the clock? Customers will likely leave altogether.

An AI shopping assistant can help you engage customers right away, even outside your business hours.

Bra brand Pepper uses Gorgias Shopping Assistant to help shoppers find their perfect size. When it detects hesitation, Shopping Assistant points customers to the sizing guide.

This proactive approach creates an easy path for conversation and sets the precedent that any questions will be answered immediately, providing a better––and less confusing––experience. 

Grid of bras from Pepper with chat popup offering fit advice and style recommendations.
Pepper uses Gorgias Shopping Assistant to proactively engage hesitant customers. Pepper

“With Shopping Assistant, we’re not just putting information in our customers’ hands; we’re putting bras in their hands,” says Gabrielle McWhirter, CX Operations Lead at Pepper. 

Pepper's underwire bra collection with AI chat asking for size, style, and fit preferences.
Customers can ask Pepper's AI Agent anything to help inform their purchase. Pepper

Impact these metrics 📈

For shoppers in the Discovery stage, using a Shopping Assistant boosts clicks and time on site and reduces bounce rate. It does this by surfacing specific questions on relevant product pages. Pepper boosted their conversion rate by 19% with Gorgias Shopping Assistant.

Read more: How Pepper’s AI Agent automates 54% of support and converts 19% of conversations

2) Interested (considering making a purchase)  

In a retail environment, a salesperson can give shoppers recommendations by asking a few questions, especially if they’re unsure of what to buy. 

AI shopping assistants have the ability to mirror those in-person shopping experiences by interacting with customers in real-time to help them find their perfect match.

Shoppers can give as much (e.g., “Help! What dress is suitable for a wedding reception?”) or as little information as they’d like, and the AI shopping assistant will do the rest. 

It’s possible even for questions that are slightly vague, like a customer who types in “how to make up” without any other context:

AI Agent suggests a starter makeup kit after customer confirms interest in learning makeup.
Gorgias’s AI Shopping Assistant is ready to assist shoppers, regardless of the amount of context they provide. 

For example, jewelry shop Caitlyn Minimalist uses Shopping Assistant to recommend products, engaging interested customers and bringing them closer to a purchase.

Gorgias Shopping Assistant recommended a customer with a pre-sale question about allergens, jewelry care, and shipping time.

“As a result of Shopping Assistant, we've seen a measurable lift in AOV through more meaningful customer interactions,” says Anthony Ponce, Head of Customer Experience at Caitlyn Minimalist. 

“Our clients are provided the right information at the right time, creating a seamless experience that builds trust and drives confident purchases." 

Impact these metrics 📈

According to data from Gorgias, email is the highest volume support channel, with ~25% of that tied to pre-sales. AI shopping assistants tackle these pre-sales asks and also upsell by recommending complementary products. This can lead to a boost in average order value (AOV) and conversion rate. 

Read more: How Caitlyn Minimalist uses Shopping Assistant to turn single purchases into jewelry collections

3) Ready to buy (strong purchase intent) 

The main reasons customers abandoned a cart in 2025 include:

  • Extra costs (like shipping, fees, taxes) - 39% 
  • Delivery times were too slow - 21% 
  • Checkout was too complicated or long - 18% 
  • Didn’t like return policy - 15% 

An AI shopping assistant can mitigate or resolve these issues. They resolve crucial questions—like delivery time or return policies—that need in-the-moment answers. By alleviating pre-sale concerns, they give customers the confidence to make a purchase.

For example, bidet brand TUSHY leverages Shopping Assistant to answer questions about toilet compatibility that might flush a pending sale. 

AI Agent explains toilet fit, asks for more info, and links to a toilet compatibility quiz.
TUSHY uses AI Agent to automatically resolve concerns like toilet compatibility.

Aside from quelling customer concerns, Shopping Assistant can also send discount codes to close deals. Unlike general discount codes you find across the internet, these discounts are uniquely generated for each customer, keeping them engaged and on your site.

Impact these metrics 📈

AI shopping assistants can reduce cart abandonment rate and increase conversion rate. Gorgias Shopping Assistant adjusts to your sales strategy by sending customers discount codes that can be the final nudge to checkout.

Read more: How TUSHY uses Shopping Assistant to drive 190% higher chat conversion rate by building customer confidence

Why traditional chatbots don’t cut it anymore

Most AI tools are built just for support. They deflect tickets and answer FAQs, but they’re not built to sell. 

Shopping Assistant proves that support teams can also drive revenue by upselling, suggesting exchanges, and giving shoppers the confidence to try a brand for the first time (or to give it another shot).

Gorgias’s AI Shopping Assistant uses context-based decision making and looks for specific behavioral signals: 

  • Products viewed - Which product pages have they visited?
  • Pages views - What pages have they explored, like FAQs, reviews or categories?
  • Current page - Which page are they currently browsing?
  • Purchase history – What have they bought from this brand before?
  • Cart data - What items are currently in their cart?

Feature

Traditional Chatbot

AI Shopping Assistant

Deflect tickets

Answer frequently asked questions

Upselling

Proactively reaching out to offer support

Use context-based signals to guide shoppers to checkout

Improve conversions with Gorgias Shopping Assistant 

Ultimately, the cost of not adopting AI can be higher than the investment of implementing it. 77.2% of ecommerce professionals use AI to improve their work. Why not extend those benefits to your customers? 

AI Shopping Assistants help you create better customer experiences overall. These tools help reduce customer effort, increase average order value, save would-be-lost sales, and create more customer touchpoints.  

Hire the always-on Shopping Assistant that never misses a sale.

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Guide More Shoppers to Checkout with Conversation-Led AI

By Emily Hooker
min read.
0 min read . By Emily Hooker

TL;DR:

  • Shopping Assistant is your new AI sales closer. It jumps in when shoppers hesitate, delivering real-time, personalized support that drives conversions.
  • It boosts revenue by acting like your best salesperson. It knows when to recommend, upsell, or offer a discount, without being pushy.
  • It remembers what shoppers do mid-session. That means smarter conversations, better suggestions, and bigger order values.
  • It’s already delivering results. Brands using Shopping Assistant are seeing 62% more conversions, 10% higher AOV, and 5x ROI.
  • You control the strategy. Customize how it promotes discounts, when it steps in, and how it speaks.

What’s the common factor between shoppers debating between products and considering a splurge? Hesitation. 

Today’s shoppers are overwhelmed with choices. They don’t want to be left to figure things out on their own. They want guidance.

But most brands are missing that crucial piece of the puzzle. They lack a strategy that accompanies shoppers on their journey. A tool that encourages shoppers to proceed to checkout. And, ultimately, a customer experience devoid of a sales approach.

That’s why we built Shopping Assistant, an AI Agent that proactively engages browsers, offers context-aware product recommendations, and turns hesitation into conversions in real time.

And it’s working. Brands using Shopping Assistant are seeing a 62% uplift in conversion, 10% higher average order value, and 5x ROI.

Here’s a closer look at what’s behind the magic.

AI-powered shopping, built for sales

Most traditional chatbots passively wait for questions and deliver answers that aren’t personalized to each shopper's preferences. 

Unlike these bots, Shopping Assistant reads real-time signals like pages viewed, cart contents, and conversation tone. This results in a solution that not only offers support but also offers personalized, proactive selling. This enables Shopping Assistant to continuously refine and adjust its playbook, evolving with each shopper as their journey matures.

Here’s how Shopping Assistant engages with customers across the shopping journey:

  1. Discovery: Gathers preferences and educates.
  2. Interested: Makes targeted product suggestions.
  3. Ready to Buy: Assists with checkout, nudges purchases with discounts.

Take this example below. When a customer vaguely asks “how to make up,” Shopping Assistant interprets it as a sign of interest in makeup products and recommends a starter kit.

Shopping Assistant helps a customer with makeup product recommendations.

Personalization that understands you

Where traditional bots reset with every message, Shopping Assistant does the opposite. It has built-in context-aware intelligence that remembers what shoppers have clicked, viewed, and added to their cart during a session. 

This enables natural, relevant, and persuasive conversations that truly resonate with each shopper. It goes beyond reading messages and observes behavior to adapt its responses.

That means it knows if someone has:

  • Viewed three red lipsticks but didn’t add to cart
  • Repeatedly checked sizing info for the same dress
  • Added two serums to their cart after browsing dry skin FAQs

With plenty of context to work with, Shopping Assistant is not only smarter but also more profitable than the average chatbot. It drives more conversions with product recommendations and lifts average order value with timely upsells based on what’s been added to the cart or viewed. 

Here’s what it looks like in action: When a customer engages through a product page, Shopping Assistant recommends a matching outfit, suggesting it’s aware of alternate product variants and the customer's likely interest in that style.

Shopping Assistant suggests a complementary product to the initial product a customer is looking at.

Dynamic discounts that convert without undercutting

Promotions are powerful, but they’re not one-size-fits-all. 

With Shopping Assistant, merchants can define their discount strategy to align with their brand. These strategies can range from offering no deals to using aggressive promotions. 

Once the strategy is set, Shopping Assistant waits for hesitation and customer intent to trigger a discount, firing it at the most conversion-worthy moment.

Proactive engagement in 3 ways

Shopping Assistant initiates conversations. It’s built to engage shoppers, spotting when they linger or show signs of confusion, stepping in with timely, personalized help.

Every second counts in ecommerce. If a shopper pauses on a product page or is left scrolling through an endless search results page, Shopping Assistant detects it in real-time and reaches out with a relevant prompt like:

  • “Need help picking the right shade?”
  • “Want to know our return policy before you buy?”

Here’s how Shopping Assistant reduces drop-off, builds confidence, and drives faster decision-making in three different ways.

1. Suggested product questions 

Shopping Assistant automatically triggers commonly asked questions depending on the product currently being viewed. In one click, shoppers can get the answer to the question they’re curious about. This combats hesitation caused by a lack of information, resulting in more confident conversions.

2. Ask Anything Input

When shoppers land on the homepage, it’s easy to become overwhelmed and not know where to navigate. The Ask Anything Input provides an easy way to start a conversation with Shopping Assistant and get the guidance they need.

Shopping Assistant can refine its response to the customer based on the page context. For example, when the customer is on a product page, Shopping Assistant knows exactly what product is being asked about.

3. Trigger on Search

Shopping Assistant can step in to offer pinpointed help based on a shopper’s search query. Instead of scrolling through a results page, Shopping Assistant triggers a message based on what the shopper entered, offering an easier and faster way to find what they need.

Smart recommendations and relevant upsells

Shopping Assistant’s suggestions are rooted in real context: what the shopper has viewed, added to cart, or asked about. Whether they’re exploring a specific product line or revisiting a category they’ve shown interest in, Shopping Assistant delivers relevant upsells and complementary items that make sense for the customer.

This personalized approach to upselling increases cart size without feeling forced—it’s smart, seamless, and sales-driven.

Shopping Assistant can even turn vague product questions into upsell opportunities. By asking questions, it learns more about an individual to come up with recommendations that best fit their preferences.

Try Shopping Assistant today

Shopping Assistant is transforming the way shoppers engage and helping ecommerce brands sell more effectively. Through smarter conversations and real-time personalization, it turns every interaction into an opportunity to convert, build trust, and drive revenue.

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Coach AI Agent in One Hour a Week: SuitShop’s Guide

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

TL;DR:

  • Don't just turn it on, coach it. Treating your AI Agent like a team member, not a plug-and-play tool, is what makes it truly helpful and memorable.
  • One owner and one hour a week is enough to make a big impact. SuitShop’s Katy Eriks runs QA and training solo, using a repeatable system to log feedback and improve performance weekly.
  • Don't forget to pause and evaluate. SuitShop temporarily turned off AI to improve their help content, making automation far more effective when it came back online.
  • Let your best human agents guide your AI. Katie studied her top-performing teammate's tickets to teach AI the best responses and macros.
  • Brand voice matters as much as accuracy. SuitShop's AI Agent "Max" is trained to sound warm, helpful, and on-brand. Customers even thank it by name.

The most coachable team member on your support team might not be human.

Brands that want to keep up with rising customer expectations are turning to AI to help meet demand. But as SuitShop’s Director of Customer Experience, Katie Eriks, will tell you, great results don’t come from flipping a switch.

They come from coaching.

Since implementing Gorgias AI Agent, SuitShop has reached a 30% automation rate, all while maintaining a lean CX team and giving every customer the tailored experience they expect (literally and figuratively).

“I consider myself its boss,” said Katie, who runs the entire coaching process solo. With under an hour of weekly maintenance now, SuitShop’s AI Agent runs efficiently, accurately, and on-brand.

Katie spoke at Gorgias Connect 2025 to share exactly how she got there. You can watch her full session below:

The case for coaching your AI Agent 

When brands think about automation, they often imagine flipping a switch and watching repetitive tasks vanish. But in practice, it’s not that simple, at least not if you care about customer experience.

Gorgias encourages brands to treat their AI Agent like a junior teammate — someone you onboard, train, observe, and coach over time.

Brands that do this well are already seeing massive gains:

  • 60%+ of customer conversations fully automated
  • First response times under 30 seconds
  • Consistent CSAT scores of 4.5 and above
  • Major cost savings during high-volume seasons

For SuitShop, automation was about creating space for their small team to focus on specialized service. Space to scale without scaling headcount. And space to do it all without losing their voice.

SuitShop uses Gorgias AI Agent to allow them to answer repetitive questions directly on their website.

Step-by-step: SuitShop’s AI coaching workflow

Katie and her team had been longtime Gorgias users, but when they turned on AI Agent in August 2023, the results were unremarkable. The responses weren’t inaccurate, but they weren’t helpful enough either.

What Katie learned was to “Be hands-on early. Use downtime to train. And never stop refining.”

So she got to work, not by replacing the tool, but by going deeper into it. Here are her coaching tips: 

One owner, one hour a week

Katie made herself the sole point of contact for training and QA. That might sound like a lot, but over time, it became a light lift.

“At this point, it’s definitely less than one hour per week,” she said. “In the beginning, it was more time-consuming because I needed to create help center articles and Guidance regularly. Now I’ve got it down to a pretty quick thumbs-up, thumbs-down kind of process.”

Katie uses Monday mornings to review AI Agent tickets from over the weekend, when fewer human agents are available and AI takes the lead.

Read more: Why your strategy needs customer service quality assurance

Pause and perfect before scaling

Unlike many retail brands, SuitShop’s busiest time isn’t the holiday rush — it’s wedding season in the summer and fall. So when things quieted down in December, Katie used that time strategically.

She temporarily turned off the AI Agent to regroup.

“I decided to turn it off and really beef up our Help Center,” she explained. “I went back to the tickets I had to answer myself, checked what people were searching in the Help Center, and filled in the gaps.”

She built out content with a mix of blog knowledge, internal macros, and ChatGPT. Once she felt confident the content base was solid, she turned AI back on.

Read more: How to optimize your Help Center for AI Agent

Use data to guide your coaching plan

Once SuitShop’s foundational content was in place, Katie didn’t just sit back and hope for the best. Instead, she built a repeatable feedback loop grounded in data — one that helped her spot opportunities for improvement before they became issues.

Rather than combing through tickets at random, Katie created custom views inside Gorgias to zero in on the most impactful coaching moments:

  • Low CSAT tickets: Any conversation that ended with a customer satisfaction score below expectations got flagged. These were clear indicators that something about the tone, accuracy, or clarity of the AI response had fallen short.
  • High handover rates: Katie looked at the tickets AI Agent was regularly handing off to humans. Many of these were actually answerable. The handover just meant that guidance was missing, miscategorized, or too vague.
  • Agent-tagged tickets: To make this scalable, Katie empowered her team to flag any strange or impressive responses from the AI. By using a tag like AI_agent_feedback, team members could drop tickets into a coaching queue without needing to write a full explanation.

To keep all of this actionable, Katie logs insights in a shared spreadsheet that functions as a live to-do list. Every row includes:

  • A link to the ticket
  • A summary of the issue
  • The resolution (e.g., new Guidance or macro needed)
  • A status tracker (not started / in progress / completed)
  • A link to the resource she created in response

These insights are also available in Gorgias’s dashboard, where you can identify the top issues customers had.

Gorgias's Top Product Insights can show which products customers talk about most.

“Sometimes I do it all in the moment. Other times I’ll log it and come back later when I can take the time to do it right.”

By combining frontline feedback with structured ticket views, Katie turned scattered QA into a consistent coaching system — one that ensures SuitShop’s AI Agent keeps getting smarter every week.

Learn from your human agents

One of Katie’s most effective strategies comes from her own team.

Like many CX leads, she noticed that some agents consistently resolved tickets in a single touch. That pattern, Katie realized, wasn’t just a win for customers, it was a roadmap for an AI-driven support strategy.

Her teammate Tacy quickly became her go-to signal for what the AI Agent needed to learn next.

“I pull her tickets often to see what she’s responded with. It helps AI learn from her directly.”

By reviewing Tacy’s ticket history, Katie identified standard replies that didn’t yet exist as macros or Guidance. If Tacy was writing the same sentence repeatedly or copy-pasting a reply manually, that meant it could (and should) be taught to the AI Agent.

She also tracked Tacy’s macro usage rate. If Tacy frequently used a macro for a certain issue, but other agents weren’t, it flagged an opportunity to standardize responses across the team and the AI.

The key insight? If it only takes one touch for a human to answer, the AI can be trained to do it too.

These small efficiency wins added up quickly, especially during peak season, when the ability to automate just a few extra conversations per day created meaningful breathing room for the rest of the team.

Related: How to automate half of your CX tasks

Make your AI sound human (and on-brand)

Automation without brand voice feels robotic. Katie made sure SuitShop’s AI Agent sounded like a natural extension of the team, and that started with a name: Max.

“We get replies like, ‘Thanks Max!’ from customers who think it’s a real person.”

Using AI Agent’s tone of voice settings, Katie went deep on personalization. She customized everything from sentence structure and greeting format to whether or not emojis and exclamation marks should be used (they shouldn’t, in SuitShop’s case).

SuitShop customers can talk to AI Agent across the website including product pages.

Her AI Agent instructions include clear direction on:

  • Tone: Warm, empathetic, clear, especially with high-stress wedding-related issues
  • Structure: Shorter responses for chat, slightly more detailed for email
  • Dos and Don’ts: Specific words or phrases to use or avoid, pulled from real team responses
  • First/last name use: Always first name only, to keep things friendly but respectful

Katie also made sure she instructed AI Agent to acknowledge customer emotions — especially frustration — and to offer reassurance when things went wrong.

And because AI responses are written at lightning speed, she regularly reviewed messages to ensure they didn’t come off as cold or abrupt, especially in sensitive situations like delayed wedding orders or size issues close to the event date.

Live coaching: What it looks like in practice

In the workshop, Katie walked through two real support tickets where AI missed the mark and how she used those moments to improve.

In one case, a customer asked a common question: “The navy suit I’m looking at says ‘unfinished pant hem.’ Will the pants need to be hemmed?”

Despite having help articles and macros explaining this exact issue, AI Agent responded: “I don’t have the information to answer your question.”

That was a red flag.

Katie immediately stepped in to coach the agent by:

  • Applying the correct existing resources
  • Writing an ideal sample reply as an internal note
  • Checking tone, empathy, and phrasing
  • Testing the fix by pasting the same question into the test environment

“I like to write a short internal note, so if I see that ticket again, I know exactly how I coached it.”

In another case, AI Agent was incorrectly handing off a sizing question about jacket sleeve length. Katie realized that a previous broad handover topic ("sizing and fit questions") was causing confusion by flagging issues that the AI should have been able to handle.

So she deleted the handover topic and replaced it with a clear guidance article — complete with example questions, macros, and links to sizing resources.

AI Agent successfully answers a customer's question about sizing by linking to their fit finder, sizing guide, and video tutorial.

“Once I added specific questions in quotes, it made a huge difference.”

What's next: AI tools that help you scale faster

SuitShop didn’t automate 100% of CX — but that’s not the point. At 30% automation (and growing), Katie gives her team more time to specialize, connect, and handle urgent or emotional conversations with care.

Here’s what Gorgias offers to help as well:

  • Optimized intent dashboards: These show the most common topics customers ask about, the AI’s performance on those topics, and how much opportunity there is to increase automation.
  • Auto-generated knowledge: Based on your macros, Help Center, and even Shopify data, Gorgias can now draft suggested guidance for your review, making it faster to train your AI Agent without starting from scratch.
  • Auto QA: This tool scores every AI (and human) response based on resolution, accuracy, communication, and tone. It gives you full visibility across your team and automations, without needing to review each ticket manually.

Whether you’re just getting started or trying to move beyond basic automation, Katie’s approach proves that coached AI outperforms out-of-the-box tools every time.

Want to coach your AI Agent like SuitShop? Book a demo to see how Gorgias can help you scale smarter.

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How to Drive Growth with an Automated Subscriber Journey

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

TL;DR:

  • Subscribers drive 3x more value than one-time buyers. Subscriptions create ongoing relationships that build loyalty and increase lifetime value.
  • Make subscription opt-ins easy and appealing. Use tools like default subscription settings, upsell widgets, and A/B testing to encourage conversions at every step of the journey.
  • Retain subscribers by treating key drop-off points as recovery moments. Use win-back campaigns, payment recovery, and personalized support to reduce churn.
  • Meet customers where they are with AI-powered tools. Solutions like Gorgias Shopping Assistant and Recharge Concierge SMS provide real-time, contextual support and subscription management.

Vanessa Lopez, VP of Customer Experience at Recharge, recently led a workshop that outlined how brands can transform one-off interactions into rich subscription journeys that increase opt-ins, reduce churn rate, and boost lifetime value (LTV). 

Here’s what we learned.

What are the different subscription types?

There are many different ways that you can offer subscriptions. Here’s a rundown of the most common. 

Subscribe and save

The most common subscription type is “Subscribe and save.” Instead of making a one-time purchase, customers subscribe to a product and receive it on a different cadence, whether that's weekly, bi-weekly, monthly, or quarterly.

Apothékary product page for Take the Edge Off® herbal drops with subscription options and benefits.
Apothékary offers subscribe and save for its supplements. Apothékary

For example, Apothékary offers a Subscribe and Save option for its herbal remedies where shoppers get a discounted rate if they subscribe every one, two, or three months. 

Subscription boxes 

Subscription boxes ship to customers monthly. Shoppers subscribe over a course of time, like every quarter, six months, or year. For example, CrunchLabs offers a prepaid Build Box option for kids and adults who want to tinker like engineers. 

CrunchLabs Build Box subscription page showing toy kits and plan options.
CrunchLabs offers a prepaid box subscription. CrunchLabs 

Meal kits

Meal kits are weekly food delivery services that either include pre-packaged ingredients to cook a dish or fully cooked dishes.

Surprise and delight

For brands that are selling higher-cost or unique items, subscriptions to purchase the same product over and over might not be the best way to gain subscribers.

The better option is a curated box, also known as a "subscribe and delight" or “mystery” box. It’s a unique way to cater to customers who prefer trying out different products, rather than receiving the same product on a recurring basis.

Bokksu Snack Box subscription page showing pricing plans and a woman holding an open snack box.
Premium snack box Bokksu offers a “surprise and delight” style subscription. Bokksu

For example, premium snack box brand Bokksu specializes in shipping Japanese snacks. Rather than packing the same treats each month, the brand curates different items with every package. This creates both excitement and differentiation each time a customer gets a delivery.

How to drive revenue growth with subscriptions

  1. Turn interactions into journeys
  2. Create multiple touchpoints for conversion
  3. Retain subscribers over time
  4. Meet customers where they are
  5. Approach AI as a solution-driver

Subscriptions are the original relationship between a brand and its customer. In fact, subscribers drive three times more value than the one-time buyer. That's because a one-time purchase is really just that—a moment in time—while subscriptions are a journey.

“When you have a customer and they subscribe, you get to see that moment they fell in love with your brand,” says Vanessa. “You get to see when they have those moments where they made you a part of their routine. Every time they engage with you and purchase something new, you learn their rhythms. You learn their preferences. It's impossible to do that with one-time buyers for the most part.”

Subscribers drive three times more value than the one-time buyer, and that's because a one-time purchase is really just that—a moment in time—while subscriptions are a journey.

1) Turn interactions into journeys 

Subscribers can only drive growth if you can get those customers to subscribe in the first place. This is what Recharge does: it takes customer interactions and turns them into a customer journey, allowing you to act on those signals in a personal way at scale.

It all starts the moment a shopper browses a product. Each touchpoint is an opportunity to turn that shopper into a subscriber—from the product description page to the subscription widget to checkout.

Vanessa’s tip? Make subscriptions the default option on a product description page. When you present customers with the better and more convenient option, and they see this information at the right time, they're more likely to subscribe. 

Put it into practice 💡

Now, it’s time to test. Here's a checklist you can follow to A/B test your subscription journey: 

  • Test the small details, like button styles, CTA copy, subscribe and save benefits, and their positions on the page.
  • Compare different value propositions and discounts. 
  • Analyze the difference in opt-in and subscriber rates and product performance, and keep iterating. 

When customers see the right information at the right time, they're more likely to subscribe. That's because it's the better and the more convenient option.

2) Create multiple touchpoints for conversion

Let's say you have a customer who starts on a product description page. They decide not to subscribe—no worries. You can catch them in the cart. 

When they add a product to their cart, you can upsell them with different subscription benefits so they know what they're missing out on. Do it again when they review their cart, and then again when they go to checkout, showing them complementary products that they might be interested in.

And don’t forget to take advantage of that post-purchase "your order is confirmed" high—offer customers cross-sell products, complementary products to their order, or similar items to what they've purchased in the past.

By creating multiple touchpoints for conversion, you’ll increase the possibility that they’ll make a purchase.

Put it into practice 💡

Set up automations in the subscription tool –– like Recharge –– you use. That means adding on upsell and cross-sell tools, and perfecting the times they trigger for customers. Test out different copy and cross-sell/upsell offers to see what resonates the most. 

3) Retain subscribers over time 

Just as important as acquiring customers is keeping them around. 

The Recharge team names three core customer moments that might actually diverge from what brands expect to happen in the customer journey:

  1. When a payment fails
  2. When a customer cancels their subscription
  3. When a customer skips—and keeps on skipping

And while they might seem like hiccups in the process, these moments are actually hero moments. They’re moments that give you the opportunity to actually win those customers back.

Put it into practice 💡

  • Prevent cancellations by addressing individual customer concerns at scale with a help desk like Gorgias. 
  • Set up win-back campaigns. Recharge found that these types of campaigns can convert up to 35% of subscribers by giving them a compelling personalized offer and a straightforward reactivation.
  • Recover failed payments to ensure small issues –– like billing and shipping address inconsistencies –– don’t get in the way of your sales. 
  • Connect all of your customer touchpoints with rewards and referral products.

4) Meet customers where they are

For browsing shoppers, educational and informational resources are the best way to meet their needs, hesitations, and objections.

For regular subscribers, it’s providing them with direct control over their subscription, whenever they want.

The goal is to reach customers where they already are and respond instantly to their needs in a personalized way.

Shopping Assistant can answer questions while shoppers browse your online store.

Gorgias’s Shopping Assistant does exactly that—meeting customers where they are by answering customer questions and even initiating conversations based on browsing activity. 

This AI sales tool detects a shopper's intent, cart contents, and browsing behavior to initiate conversations, recommend products, and even send discounts as they make a decision.

Modern bidet brand TUSHY saw a 20% increase in chat conversion rate after implementing the tool.

Put it into practice 💡

Decide how you’d like to leverage AI and automation to meet customers where they are. That might be by providing a phone number that customers can interact with via SMS, or implementing a tool like Shopping Assistant to strike up conversational AI chats. Using AI and automation will help you better meet your customers where they are and at scale. 

5) Approach AI as a solution-driver

Rather than using AI to come up with problems your brand can solve, Vanessa recommends looking at the challenges your brand has already seen with subscriptions.

The key is to view AI as a tool that drives three core areas: 

  1. Scaling your business without adding headcount
  2. Reducing churn
  3. Increasing how much customers spend with you over their lifetime

Vanessa says the most effective strategy starts with leveraging AI-powered tools, such as Recharge’s Concierge SMS.

Typically, SMS tools use template auto responses like, "How do you want to manage your subscription? Type one to cancel, type two to skip." But these aren’t compelling enough for customers to respond. What if they want to do something that doesn't fit in those two options?

Concierge SMS enables brands to build stronger relationships with their customers through conversations powered by pre-trained AI. It personalizes SMS support with customers, so relationships can expand into loyalty.

Put it into practice 💡

Implement an AI-driven subscription management tool that allows customers to interact and ask questions via SMS, rather than only being able to confirm or deny upcoming shipments.

Grow your brand sustainably 

Gorgias and Recharge are a powerful combination when it comes to integrating subscription management with top-notch customer support.  

With Recharge, efficiently convert one-time buyers into subscribers, retain subscribers through intelligent interventions, and connect every customer touchpoint into one cohesive journey. 

With Gorgias, sell more and resolve support inquiries with conversational AI. 

Book a demo →

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How Do You Build a Support Sales Flywheel? Lessons from 4 Experts

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

TL;DR:

  • Segment customers for personalized support. Use purchase history and behavior data to tailor every interaction, making conversations more relevant and higher-converting.
  • Offer onboarding calls for complex products. TUSHY's "Poo-Rus" turned free install calls into a $15 paid service that dramatically boosts customer LTV and retention.
  • Pick up the phone strategically. Use voice calls for abandoned carts, stuck tickets, and VIP follow-up.
  • Give agents freedom to make judgment calls. Empower your team to bend policies and offer solutions that prioritize retention over rigid rules—confident agents drive more cross-sells.
  • Train for helpful selling, not pushy pitches. Use roleplaying to teach agents how to spot buying signals and offer value naturally.

At Gorgias Connect LA 2025, CX leaders from Tommy John, TUSHY, Triple Whale, and Talent Pop shared how support teams solve problems and drive revenue.

This shift, known as the support sales flywheel, doesn’t involve massive overhauls or shiny new tools. Instead, it means doing the small things exceptionally well, like picking up the phone, empowering agents to make judgment calls, and adding a personal touch where others automate.

These brands have shown that when support teams focus on consistency, connection, and conversion, the results compound. Every thoughtful interaction spins the flywheel faster, boosting loyalty, LTV, and revenue.

Ahead, we’re breaking down the most actionable takeaways so your team can start building its own support-led growth engine.

Watch the full panel here:

5 tactics that power the support sales flywheel

From scrappy install calls to AI-powered training, these CX leaders aren’t only talking about driving revenue, they’re doing it. Here’s how they’re turning support into a sales flywheel, and the tactics your team can start testing today.

1. Personalization at scale starts with smart data

“Customer service done right is actually a great source of revenue.” That’s how Tamanna Bawa, Tech Partner Manager at Triple Whale, kicked off the conversation on how data can transform CX from reactive to revenue-driving.

She advises segmenting customers based on purchase history and behavior to deliver more personalized, higher-converting interactions. 

In a market where margins are razor-thin and ad costs are high, Tamanna emphasized that “incremental gains from personalization are the difference between companies that are thriving and the ones that are just surviving.”

Steal this strategy 

  • Segment customers based on behavior and purchase history using your helpdesk, CRM, or analytics tool.
  • Give agents access to this data so they can personalize every interaction.
  • Use macros that adapt based on customer segments, like VIP status, product interest, or past issues.
  • Focus on relevance over volume: one well-timed, tailored message converts better than a generic one.

2. The power of onboarding calls

What do you do when your hero product needs a cultural shift as much as it needs installation instructions? If you’re TUSHY, you send in your “Poop Gurus.”

Ren Fuller-Wasserman, Senior Director of CX at TUSHY, shared how her team launched a scrappy, free CX-led service that has now become a legendary video install program to help customers set up their bidets.

The real value wasn’t just tech support. As Ren put it, “It wasn’t about the actual install process, it was the encouragement they needed to change culture.” These calls sparked deeply personal moments (yes, even with cats and toddlers wandering in) and created the kind of emotional connection customers never forget.

Today, that service has evolved into a $15 paid add-on at checkout, and the customers who use it have significantly boost LTV and retention. It’s a masterclass in turning support moments into revenue through genuine human connection.

Steal this strategy

  • Identify a product or feature your customers often hesitate to use, install, or fully understand.
  • Offer free, low-lift onboarding calls via Zoom or Google Meet to guide them through setup or usage.
  • Track LTV, CSAT, or repeat purchase rates for those who opt in.
  • If it drives results, package it as a paid add-on at checkout or use it to surprise and delight key segments.
  • Use simple tools like Calendly and Typeform to automate scheduling and reduce lift on your team.

3. When in doubt, pick up the phone

Phone support is back, and it’s becoming one of the most effective ways to turn conversations into conversions.

Ren from TUSHY swears by it. Her team uses customer phone numbers from abandoned carts to reach out directly. “You can send a hundred emails,” she said, “but a voicemail from a real person cuts through the noise.” Even if customers don’t answer, the fact that a brand called is memorable, and often enough to drive them back to checkout.

Max Wallace, the Director of CX Tommy John echoed the value of voice. His team recently implemented Gorgias Voice, using it to track conversion rates by agent. That visibility helps them identify what top performers are doing differently and replicate it across the team. “By the end of a tough call, customers often apologize for how they started. You can’t get that kind of de-escalation over email.”

In a world where inboxes are crowded and chat fatigue is real, a real voice builds real trust and real revenue.

Steal this strategy

  • Start small: offer limited phone hours once your chat and email support are dialed in.
  • Use phone strategically—for abandoned cart outreach, stuck tickets, or VIP follow-ups.
  • Track call outcomes with tools like Gorgias Voice to see which agents are converting.
  • Train agents to de-escalate and personalize through roleplaying or AI-based call simulations. 

Pro Tip: Don’t rush into phone if your other channels aren’t dialed in. “Master email and chat first. Then, start with limited phone hours. Taste it before scaling it,” said Armani Taheri, the co-founder of TalentPop. 

4. Trust your team to use their judgment

For Max at Tommy John, revenue-driving support starts with two things: deep product knowledge and the freedom to bend the rules.

“We have five different fabrics for men’s underwear alone,” Max shared. To help customers choose the right one, agents need firsthand experience. That’s why Tommy John sends new products directly to the support team, so they can offer real, personalized recommendations like “Try Second Skin instead of Cool Cotton.”

But product knowledge is only half the equation. The other half is empowering agents to make judgment calls. Tommy John’s “Best Pair Guarantee” allows customers to try a product and get a refund or replacement if it’s not the right fit. 

Agents are trained to prioritize retention, offering replacements instead of refunds, recommending better-suited products, and using their own discretion to keep customers happy.

As Max put it, “We don’t have really strict policies… we want them to use their best judgment.” That confidence translates into smoother resolutions, more cross-sells, and customers who stick around.

Steal this strategy

  • Send new or popular products to your CX team so they can speak from firsthand experience.
  • Build simple product cheat sheets or comparison guides to help agents make tailored recommendations.
  • Give agents clear guidelines—but also the freedom to make judgment calls when it comes to refunds, replacements, or policy exceptions.
  • Let your team know it’s okay to “bend the rules” if it means keeping a customer happy.
  • Track outcomes like retention and CSAT to show how empowered agents directly impact loyalty and LTV.

5. Training teams to sell without the push

How do you train outsourced agents to drive revenue, without sounding like a sales team? According to Armani Taheri of TalentPop, it starts with confidence and context.

“You have to tailor-fit the training approach to each brand,” he explained. That means grounding agents in product knowledge, tone of voice, and customer journey before they ever interact with a shopper.

One of the most effective tactics is roleplaying. Armani’s team uses both live roleplays and AI-powered chat simulations to prepare agents for real conversations, pre-sales, post-sales, and everything in between. Tools like Replit and Lovable help create lightweight, brand-specific training environments agents can practice in at their own pace.

The goal isn’t to turn CX reps into hard sellers. It’s to give them the confidence and consistency to recognize revenue opportunities, and act on them in a natural, helpful way.

Steal this strategy

  • Start with the basics: make sure agents understand your product, tone of voice, and customer journey.
  • Roleplay low-pressure scenarios, then layer in more complex ones.
  • Try AI-powered training tools like Replit or Lovable to create brand-specific simulations agents can practice anytime.
  • Emphasize helpfulness over selling: coach agents to spot buying signals and offer value, not push products.
  • Review transcripts together to highlight great conversations and show how small shifts lead to better outcomes.

Tools to power your flywheel

Ready to turn your CX team into a revenue engine? Here are some of the tools mentioned by the panelists that help make it happen:

  • Gorgias Voice: Track revenue by agent, spot top performers, and improve conversion rates across the team.
  • Flip CX: Automate common phone interactions with AI-powered voice support.
  • Kixie: Drop voicemails, integrate with Klaviyo and Shopify, and build smart call queues for abandoned cart outreach.
  • Calendly + Typeform: Scrappy, low-lift tools for scheduling paid or free support calls that drive LTV.

Whether you're scaling phone support or experimenting with post-purchase outreach, the right tools make the flywheel spin faster.

Your CX team might be your best-kept sales secret

They’re on the front lines with your most engaged customers, answering questions, easing doubts, and uncovering what really drives purchases. With the right tools and training, they resolve tickets and help close the sale.

With tools like Gorgias Voice, it’s easier than ever to connect the dots between conversations and conversions.

Want to see how your CX team can help drive growth?

Book a demo to see how Gorgias Voice powers sales through support.

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Every Successful Marketing Campaign Starts with a Customer Question

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

TL;DR:

  • Start with your CX team—they know what customers are asking. Their insights reveal what’s confusing, what’s converting, and what’s causing returns before marketing ever gets involved.
  • Turn pre-sale questions into better messaging. Use common support queries to improve landing pages, product descriptions, and emails so customers feel confident enough to convert.
  • Your best-performing products aren’t always the most hyped. Let real customer comments guide your messaging by identifying what people rave about in chats and reviews.
  • Customer confusion and returns usually stem from messaging gaps. Fix product pages, policies, and descriptions to better reflect what people need to know upfront.

Your CX team talks to customers every day. They know what’s confusing, driving purchases, and causing returns, because they hear it firsthand.

But all too often, those insights stay siloed in support tickets and live chat transcripts instead of informing the campaigns that shape the customer journey.

This post is here to change that. We’re breaking down the most valuable questions marketing teams should be asking their CX counterparts. When marketing and CX work together, you get more relevant messaging, smarter product positioning, and campaigns that convert.

Whether you’re planning a big seasonal push or just want to improve product education, this is where to start.

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1. What do customers ask about before buying?

Your CX team knows what makes shoppers hesitate. They’re the ones fielding questions like: Does this come in a larger size? Is it final sale? Will it arrive in time?

Beyond being pre-sale inquiries, they’re signals. They reveal what your customers care about most, and where your messaging may be falling short. When marketing teams tune into this, they can proactively address objections in landing pages, product detail pages (PDPs), emails, and top-of-funnel content.

AI Agent answers questions on email and chat.
No matter the product, Gorgias AI Agent can answer your shoppers’ questions right in chat.

At luxury jewelry store Jaxxon, Director of Customer Experience Caela Castillo saw firsthand how important it is to address these questions early. 

Chat used to be a support tool for repetitive questions and problem-solving, but now AI Agent takes care of that for us,” she said. Once those friction points were handled upfront, the CX team could focus on more meaningful conversations, and conversions improved.

And when AI recommended the wrong products? Conversions dropped. It was a clear signal that relevance matters, especially before the sale.

Ask your CX team:

“What do customers most often need to know before they buy, and how can we answer that earlier in the journey?”

2. What product do customers rave about—and why?

Your best-selling product isn’t always your hero product. Sometimes, it’s that under-the-radar item that customers can’t stop talking about. The one that shows up again and again in reviews, chats, and post-purchase surveys.

The insight is gold for marketers. The key is to find out why people love it. Is it the fit? The feel? The results?

At online fashion brand, Princess Polly, Alexandria shared that her team expected Gen Z shoppers to lean on AI for recs, but what really influenced them was customer feedback. Reviews, not bots, built trust. That’s why campaigns built around real customer language and experiences often outperform the most polished product copy.

Shopping Assistant can turn those rave reviews into real-time action. It highlights top products using your Shopify product catalog to make personalized recommendations, proactively assists shoppers by using behavior signals, and even offers tailored discounts when they’re ready to convert. That means less guesswork, greater relevance, and an easier path to purchase.

Ask your CX team:

“Which product do customers rave about most, and what exactly are they saying?”

3. What product causes the most complaints?

When customers are frustrated, it’s easy to blame the product. But in many cases, the issue isn’t quality, it’s communication.

At Shinesty, a men’s underwear brand, Molly Kerrigan, Senior Director of Retention, observed that high return rates often stemmed from unmet customer expectations

She noted the importance of maintaining clear and consistent communication as the company grows, “We get a lot of praise from our customers, and they talk highly of our CX team after 1:1 interactions. We can’t lose that as we scale.” 

Molly notes that using Gorgias AI Agent enables Shinesty’s customers to receive quick answers, freeing her team's time for more complex or sensitive issues.  

Similarly, Princess Polly saw that delivering a standout customer experience meant being fast, consistent, and helpful at every stage. After switching to Gorgias, their support performance improved dramatically:

  • 80% decrease in resolution time
  • 95% decrease in first response time
  • 40% increase in efficiency

Before changing the product, try updating the messaging. Use insights from CX to rewrite descriptions, add size guides, include user-generated content, or even build a quick-fit quiz. Small tweaks help set clearer expectations and reduce unnecessary returns.

Ask your CX team:

“Which products are driving the most complaints, and what do customers wish they knew before buying?”

4. What confuses customers the most?

Confusion is a conversion killer. If a customer isn’t sure about how something works, what’s included, or whether it’s right for them, they’re more likely to bounce.

That’s why it pays to ask your CX team where customers get stuck. Is it a product feature that needs more context? A vague store policy? A missing detail on a bundle?

The good news is that most confusion is fixable. Start with the following steps: 

  • Simplify your product pages
  • Add quick-hit FAQs to your emails
  • Use plain language and real examples

If you’re using Shopping Assistant, you can go even further. It can detect when shoppers are hesitant and provides real-time nudges. Like an assistant who knows all your needs, Shopping Assistant automatically surfaces the questions customers are likely to ask when evaluating a product, so they’re equipped with the clarity they need to proceed to checkout.

Gorgias Shopping Assistant can surface questions while shoppers browse and search for products.
Shopping Assistant uses a shopper’s browsing behavior to answer potential hesitations and questions automatically.

TUSHY, a modern bidet brand, faced similar challenges. As bidets aren't mainstream in North America, shoppers often had concerns about product compatibility and installation. They’d ask questions like:

  • Will a bidet fit my toilet?
  • Is installation complicated?
  • Which bidet is right for me?

Without immediate answers, many potential buyers would abandon their purchase. To address this, TUSHY implemented Shopping Assistant, providing instant support. Taking this approach resulted in an 81% higher chat conversion rate compared to human agents and a 13x return on investment.

“The Shopping Assistant has been a game-changer for our team, especially with the launch of our latest bidet models. Expanding our product catalog has given customers more choices than ever, which can overwhelm first-time buyers. Now, they’re increasingly looking to us for guidance on finding the right fit for their home and personal hygiene needs,” said Ren Fuller-Wasserman, Sr. Director of Customer Experience at TUSHY.  

Ask your CX team:

“Where do customers get confused most often—and how can we clear that up sooner?”

5. Which products are frequently bought together?

Your CX team picks up on patterns that analytics sometimes miss. They hear which items customers ask about in the same chat, which products get added to carts together, and which pairings people reorder time and time again.

That intel is a goldmine for bundling and upselling. It helps you build smarter campaigns that feel relevant and drive real value.

Zoe Kahn, owner of Inevitable Agency and former VP of Retention and CX at Audien Hearing, emphasizes the importance of using AI to enhance customer interactions.

“A lot of that revenue was potentially missed revenue because these were customers sitting on the site, asking questions about the products, and wanting an answer now so they could purchase…Now, AI can answer those questions immediately and convert those customers.”

With Shopping Assistant, you can act on these insights in real time. It will surface personalized product pairings, bundle suggestions, or accessories based on customer behavior. All before they hit the checkout page.

Shopping Assistant can detect shoppers' likelihood to convert
Shopping Assistant initiates relevant conversations by monitoring shopper behavior.

6. Which products lead to the most returns, and why?

Returns cut into your margins and chip away at trust. Most of the time, they’re not caused by poor-quality products. They happen because expectations weren’t met.

Your CX team already knows which items come back the most and why. Maybe the color doesn’t match the photos. Perhaps the fit runs small, or the product description left out a crucial detail. 

Instead of pushing the product harder, reframe how you present it. Add real customer photos. Include fit notes or a sizing chart. Call out anything that might surprise the customer post-purchase. A little clarity upfront goes a long way in reducing returns and boosting retention.

At Pepper, an intimates brand specializing in bras for small-chested bodies, they recognized the importance of pre-sale education. When customers have sizing questions, their AI Agent, Penelope, can provide immediate assistance.

“Penelope takes the information we give her and responds better than a Macro. She tailors it so that it sounds like a natural conversation between two people,” said Gabrielle McWhirter, CX Operations Lead at Pepper.

By proactively providing instant support, Pepper improved customer satisfaction and saw an 18% uplift in average order value.

Ask your CX team:

“Which products get returned the most—and what could we do upfront to change that?”

CX + marketing = smarter campaigns, better results

Before you launch your next campaign, start with a quick sync with your CX lead. They already know what your customers need to hear. You just have to ask.

From fixing messaging gaps to surfacing the right products at the right time, these insights help you connect with customers in personal, timely, and relevant ways.

Tools like Shopping Assistant make it easier than ever to act on this data in real time. You can turn CX knowledge into dynamic recommendations, personalized nudges, and smarter discounts.

Ready to see how you can improve your online shopping experience? Book a demo to see how Gorgias Shopping Assistant engages customers in real-time.

How to Use CX Data to Improve Marketing, Messaging & Conversions

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

TL;DR:

  • Your support inbox is full of marketing gold. CX insights can sharpen messaging and inspire high-impact campaigns.
  • Ticket data unlocks smarter segmentation. Use support interactions to build more relevant, behavior-based audiences.
  • Chat campaigns work better with CX insights. Tackle objections in real time and lift conversions with proactive messages.
  • Use objection data to reduce drop-offs. Identify common blockers and address them in product pages, ads, and chat prompts.
  • Help Center stats guide better content. Turn top-searched questions into FAQs, landing pages, and ad copy.

Today’s best marketing starts with your customers.

According to Forrester’s 2024 research, “Customer-obsessed organizations reported 41% faster revenue growth, 49% faster profit growth, and 51% better customer retention than those at non-customer-obsessed organizations.”

Support teams interact with hundreds or thousands of customers every week, collecting valuable insights in the process. This voice of the customer (VOC) data is a goldmine for marketers, but it too often stays siloed among CX teams.

Ahead, we’ll break down how ecommerce brands can tap into CX insights to drive better marketing.

5 ways to use CX data to improve marketing

CX can play a crucial role in driving growth, but many brands aren’t leveraging it for marketing insights yet.

When connected to marketing, CX becomes a proactive engine that fuels better segmentation, sharper messaging, smarter campaigns, and more personalized content. 

Support functions collect objections, complaints, compliments, and pre-purchase questions. When you capture and apply those insights, your marketing can target the precise roadblocks—and key sales differentiators—customers care about.

Here’s how to turn CX insights into a high-impact marketing strategy, with real examples from brands using Gorgias.

  1. Leverage ticket insights to improve messaging
  2. Segment customers based on support interactions
  3. Launch more targeted chat campaigns
  4. Reduce drop-offs and abandoned carts
  5. Monitor Help Center and Dashboard stats to craft smarter content

1) Leverage ticket insights to improve messaging 

When you want to sharpen your brand messaging, there’s no better place to look than your support inbox. Your support inbox is a rich resource full of information specific to your brand and your customers. 

Tools like Gorgias Ticket Insights help surface recurring themes, top questions, and friction points across all conversations. By analyzing these patterns, marketers can identify the exact words customers use to describe problems, questions, or product feedback and then reflect that language across ads, landing pages, and emails.

How to implement 

Spikes in tickets around specific topics (sizing, shipping timelines, and materials, for example) are insights marketers can use to update and improve corresponding content. 

This can increase confidence and conversion on key pages. 

By incorporating the same terminology and phrasing customers use in support conversations, brands can also increase resonance across ads, emails, and social media. Messaging that mirrors the customer’s language builds trust and helps audiences feel understood. 

Ask your CX team 💬 What product issues or themes have emerged this quarter?

A line graph showing trends in topics mentioned in tickets. Mentions about damage, refunds, and replacements are displayed.

For example, cordless heating cushion brand Stoov® used Ticket Fields in Gorgias to understand and resolve a ticket spike. By figuring out that some customers were dissatisfied with the battery life of its core product offering, the team was able to add an optional upsell. For €20, shoppers now have the option to purchase a larger battery. 

The results were meaningful: the brand saw 50% of customers opt for this battery, resulting in a 10% increase in average order value (AOV). And while the team saw a significant increase in revenue, they saw no increase in support ticket volume. 

2) Segment customers based on support interactions

Most marketers rely on transactional data—like past purchases or time since last order—to build audience segments. But support data reveals a whole new layer of context: behavior, concerns, sentiment, and urgency.

Tools like Gorgias’s Ticket Insights and Ticket Fields allow CX teams to customize different properties attached to tickets. Agents can fill these out to capture data more accurately. 

Here’s how these types of tools work: tickets come with a mandatory field for return reasons, product feedback, contact reason, etc. Before the agent closes the ticket, they use a dropdown menu to fill out the ticket field. 

How to implement 

Studying support interactions helps answer key questions around why customers are getting in touch. This data can provide marketing teams with a way to build smarter segments for campaigns or personalized journeys.

For example, if one product is getting a large amount of inquiries, marketing teams could segment customers interested in those products and launch pre-sales education campaigns.

Fashion brand Psycho Bunny switched from Zendesk to Gorgias to improve access to reporting tools that surfaced customer patterns and support trends. 

“By cross-referencing our Gorgias data with insights around basket size, product performance, and store performance, we can inform broader business decisions. For example, we can see if a certain store location generated more tickets or how many incoming queries are about a certain product,” says Jean-Aymeri de Magistris, VP IT, Data & Analytics, and PMO at Psycho Bunny.

By integrating insights like these with marketing workflows, teams can build more relevant segments that improve retention and engagement.

Ask your CX team 💬 Which customer segments are most likely to churn or repurchase?

3) Launch more targeted chat campaigns

Chat campaigns are proactive messages that trigger based on real-time behavior and context. You can use CX trends to design campaigns that directly address common objections, answer FAQs, or deliver tailored offers.

How to implement 

Start by reviewing your most common pre-purchase questions with your CX team. Then, create chat prompts that address those concerns exactly where they arise. For example, a sizing guide prompt on product pages or a shipping FAQ in the cart. 

Make sure your message feels helpful and not overly salesy. Conversational AI assistants like AI Agent can also tailor responses in real-time, helping customers get what they need without leaving the page.

Pepper product page showing wireless bras with a customer support chat box.
Intimates brand Pepper uses AI Agent to provide chat to help answer FAQs while customers shop.

Pepper, a size-inclusive bra brand, put this into practice by combining their AI Agent (named Penelope) with targeted chat campaigns to guide shoppers through one of their most common friction points: sizing. Thanks to insights from their support team, Pepper created messaging that helped customers find the right fit instantly. The result was an 18% uplift in average order value. 

“With AI Agent, we’re not just putting information in our customers’ hands; we’re putting bras in their hands. With Penelope on board, we’re turning customer support from a cost center to a revenue generator,” says Gabrielle McWhirter, CX Operations Lead at Pepper. 

Ask your CX team 💬 How are customers reacting to recent promotions or launches?

4) Reduce drop-offs and abandoned carts

When shoppers hesitate at checkout, it’s often because they don’t have the information they need.

Tapping into support conversations allows CX teams to identify common objections. They can then share those insights with marketing to refine product messaging, improve product pages, ads, and marketing campaigns.

How to implement 

Use customer service data to identify the top three objections customers have before converting. These might be concerns about sizing, compatibility, delivery time, or product setup. Then, pair that knowledge with a proactive AI sales tool like Shopping Assistant to offer timely answers that move shoppers closer to purchase.

For example, TUSHY, a modern bidet company, found that many prospective customers were hesitant because they weren’t sure how difficult the installation would be. By using a real-time shopping assistant to address these concerns directly on-site, TUSHY was able to guide shoppers past uncertainty.

TUSHY uses AI Agent helping a customer install an electric bidet on a skirted toilet.
TUSHY’S AI Agent can sense when a customer lingers for a while on a page, and offers help to guide them to checkout.

Ask your CX team 💬 What are the top three reasons customers contact us before they buy?

5) Monitor Help Center and Dashboard stats to craft smarter content

If you want to know what content your customers actually need, your Help Center holds the answers. Real customer questions are found right in Help Center search queries and article analytics.

By tracking which articles are most viewed, most searched, and most frequently updated, marketers can spot common knowledge gaps and fill them with high-value content.

How to implement 

Start by reviewing your Help Center Statistics to see which articles are performing well, which ones are underutilized, and what terms customers are searching for. 

If an article about “returns policy” is getting a spike in views, that’s your cue to simplify the policy or preempt questions with a dedicated email campaign. Marketing teams could also use this insight to build FAQ-rich landing pages, preempt questions in email flows, or even turn top-performing help content into organic blog posts or performance ad copy.

Dashboard showing support metrics by channel and ticket response performance.
Set up your Gorgias Dashboard based on your goals.

You can also use Gorgias's Dashboard to spot emerging trends across all your channels. This custom reporting feature lets you choose from various charts that reveal high-level patterns—like the most common contact reasons or sudden spikes in ticket volume—giving marketers early insight into shifting customer sentiment and trending topics across social platforms.

Ask your CX team 💬 Which articles in our Help Center are most searched right now?

Find alignment between CX and marketing teams

When support and marketing teams collaborate, you unlock a cycle of continuous improvement. CX teams surface the insights, marketing turns them into strategy, and both sides drive measurable results.

Here’s how to make it work:

  • Set up recurring syncs between CX and marketing teams to review insights from customer service reports.
  • Involve support in campaign planning to consider what customer objections might come up. 
  • Encourage CX to tag tickets based on themes or behavior that marketing can act on.

Unlock revenue by listening to your customers

We need to reframe CX as a proactive function that drives revenue.

Support teams already have the answers marketers are searching for. You just need the tools to tap into them. Gorgias makes that easy, with flexible reporting features, powerful AI, automated tagging, and integrations that bridge the gap between CX and marketing.

Want to connect your support data to better marketing?

Explore Gorgias’s analytics tools or book a demo to speak to a product expert about how to integrate your support strategy with marketing.

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The Hidden Cost of Not Adopting AI in Ecommerce

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

TL;DR:

  • Ecommerce brands not using AI are falling behind, as 77.2% already use it daily to boost efficiency and revenue.
  • AI saves time and cuts costs, like Trove Brands saving $23K/month and reducing cancellations by 70%.
  • Customers want speed and privacy—AI provides fast, judgment-free answers in sensitive categories.
  • AI empowers support teams by handling routine tasks so agents can focus on high-value interactions.

Doing nothing when there’s rapid change happening in an industry is risky business.

Right now, according to our latest report, 2025 Ecommerce Trends, 77.2% of ecommerce professionals are already using AI in their day-to-day work. What happens if you’re part of the 22.8% that isn’t?

Inaction is action—one that’s a quiet drain on revenue, resources, and reputation.

Every minute spent on manual work is a minute your competitors are focusing on higher-value customer interactions, improving CX, testing offers, and scaling campaigns.

And the cost of falling behind is compounding fast. Here’s what you’re losing when you pass on AI.

Time lost = money lost

As support volume grows, so does the cost of inefficiency.

Nearly 80% of CX professionals say AI saves them time. In fact, 83.9% of support leaders using AI in Gorgias say it has made their teams more efficient.

Trove Brands experienced this firsthand:

  • They reduced missed cancellations by 70%
  • And saved $23,000/month in labor costs by automating repetitive support tasks

If AI can handle 70% of your support tickets, your team finally has the time—and headspace—to focus on the 30% that actually builds trust, drives repeat revenue, and improves the customer experience.

Trust when customers need it most

Hot take: AI isn’t impersonal. Not using it is.

In 2024, nearly one-third of CX leaders worried AI would make interactions feel less human. A year later, that number dropped by half. 

Why? Brands started to see that AI wasn’t hurting the customer experience, it was removing friction from it.

For sensitive or personal products—think wellness supplements, intimate gifts, or anything a shopper might feel awkward asking about—AI creates space for honesty without judgment. And that can change the outcome entirely.

“Too often, a great interaction is diminished when a customer feels reduced to just another transaction,” said Ren Fuller-Wasserman, Senior Director of Customer Experience at TUSHY. “With AI, we let the tech handle the selling—unabashedly, if needed—so our future customers can ask anything, even the questions they might be too shy to bring up with a human. In the end, everyone wins.”

It’s a powerful point, especially for brands where discretion matters. AI removes that barrier. 

You're losing trust if your support experience still makes customers hesitate. For many, that means being able to get an answer without needing to explain themselves first.

Revenue hiding behind unanswered questions

Every unanswered pre-sale question or missed upsell is revenue slipping through your fingers.

Product recommendations alone have the potential to increase revenue by up to 300%, boost conversion rates by 150%, and drive 50% higher AOV. But those results don’t come from hoping customers find what they need. They come from proactively guiding them.

That’s where AI comes in.

With Gorgias AI Agent and automation features, for example, Kirby Allison

  • Increased conversions by 23%
  • Grew sales from support by 46% in just two months

“Our favorite features are definitely Flows and Article Recommendations. They drive so much automation for us. Shoppers get answers to their questions by themselves—what’s the right size hanger, where is my order, what shoe polish would you recommend, etc,” said Addison Debter, Head of Customer Service.

Flows let Kirby Allison surface up to six commonly asked questions directly in the chat widget. When clicked, each one opens a relevant help article—no agent needed.

Auto responses also allowed the team to handle common inquiries like sizing, shipping, and order tracking before a human ever steps in.

If your support team isn’t set up to handle pre-sale conversations at scale, the cost isn’t just in time. It’s in all the revenue you never realize you’re missing.

A CX team stretched thin

It might sound counterintuitive, but AI gives your team more space to be human.

The myth that AI replaces agents is still floating around in some circles, but the reality inside fast-growing ecommerce teams looks different.

In fact, AI frees up time for your team to focus on what they do best: solving complex problems, building relationships, and creating moments that actually drive loyalty.

SuitShop is a perfect example of this in action. When the team adopted AI Agent, they paired automation with intentional escalation: 

“We’re helping customers feel confident during some of the most important moments in their lives—weddings, proms, job interviews, and everything in between. Naturally, my biggest concern with introducing AI was: ‘Will customers feel like they’re getting the same level of care from AI?’ But learning that AI Agent would pull knowledge from our Help Center articles and Macros, which are already written in our brand voice, made me feel more confident,” said Katy Eriks,
Director of Customer Experience.

AI was able to handle common pre-sale questions like shipping timelines and product availability, while human agents stepped in for customizations, wedding-specific questions, and tailored styling support.

The goal wasn’t to remove the human element. It was to give their agents the time and context to show up more meaningfully.

The longer you wait, the harder it is to catch up

In just one year, AI adoption among Gorgias users jumped from 69.2% in 2024 to 77.2% in 2025.

Excitement is rising, too: 55.3% of ecommerce professionals now rate their interest in AI as 8–10 out of 10, up from 45.6% the year prior.

AI is no longer in its experimental phase. It’s the standard, baked into everyday workflows across ecommerce.

If you’re still on the sidelines, 2026 is going to feel like a catch-up game.

The good news? You don’t have to overhaul everything to get started.

So while we’re on the topic of speed, let’s walk through how to start implementing AI for your brand.

How to get started with AI

You don’t need to automate everything on day one. The best CX teams start small, pick the right entry points, and give AI the same level of care you’d give a new team member. Here’s how to roll out AI in a way that actually works:

1. Vet your options thoughtfully

When searching for a new AI tool to help you manage CX, look for one that:

  • Offers strong tone-of-voice control so your AI doesn’t sound like a chatbot from 2012
  • Delivers consistently accurate responses, even as inputs and workflows evolve
  • Provides real post-sale support to help your team troubleshoot, train, and scale usage

Price matters, but it shouldn’t be your only filter.

Also, AI should make your team feel more capable. If it feels like a bolt-on or requires constant developer help, it’s going to create friction, not solve it.

2. Make someone own it

The most successful AI implementations all have one thing in common: someone owns it.

“One of our CX Managers spent 30–40 hours a week building and refining AI. That ownership was critical,” said Sarah Azzaoui, VP of Customer Experience at Clove, when she was explaining how her team first got started with AI.

What many people don’t realize is that AI isn’t going to be perfect out of the gate. AI takes real time and intention to build out. Assigning a clear point person—or better, a small squad—ensures someone is tracking performance, making optimizations, and flagging edge cases.

3. Involve your CX team from the start

No one knows your customer conversations better than your support team. They see the full range of questions, tone, friction points, and emotional nuance every day.

Bringing them into the AI rollout early helps you:

  • Identify which questions are repetitive and low-stakes
  • Flag which issues should always be handled by a human
  • Set realistic expectations across the org about what AI should handle vs. what it could handle

This step also builds trust. If your agents feel like AI is something being done with them instead of to them, adoption is smoother and the outcomes are better.

4. Start small with the right topics

One of the biggest mistakes brands make with AI is trying to do too much, too soon. AI rollout should feel like a phased launch, not a switch flip.

Start in a test environment if your platform allows for it. Roll out automation in stages—by topic, channel, or ticket type—and QA every step of the way.

We suggest beginning with high-volume, low-complexity tickets like:

  • “Where’s my order?”
  • Subscription pauses or cancellations
  • Returns and exchanges
  • Store policies and FAQs

Platforms like Gorgias offer tools like Auto QA that track whether AI responses hit the right tone, offer accurate answers, and resolve issues effectively. Use those tools to catch gaps early and monitor performance over time.

That slow, deliberate rollout pays off in performance. At Psycho Bunny, AI Agent now automates 30% of customer tickets, with custom messaging that reflects their brand tone and processes.

Once you’re ready to scale, you’ll feel more confident that the simple queries are handled correctly while you start to train the AI on more nuanced questions.

For example, Gorgias’s Guidance feature gives AI access to non-public SOPs so it knows how to respond or when to escalate.

“The Guidance feature is so important,” said Tosha Moyer, Senior Customer Experience Manager at Psycho Bunny. “We have a lot of processes that we definitely don’t want described in a customer-facing article, but we want AI Agent to be able to access that information and manage tickets accordingly.”

5. Prep your knowledge base

Even the best AI platform can’t succeed without solid inputs.

Before you roll out, take a hard look at your help docs and macros:

  • Are they accurate?
  • Are they clear and consistent in tone?
  • Are they tagged so AI can understand when to use them?

Think of this step as training your AI. The stronger your internal content library, the more helpful and brand-aligned your AI will be across every channel.

6. Communicate with customers

Whether you disclose AI usage is up to you, but be intentional.

Some brands choose anonymity for a more seamless experience. Others find that transparency builds trust, especially when something goes wrong.

What matters most is that your approach aligns with your brand tone and customer expectations—and that clear escalation paths are in place if a conversation needs a human.

Research shows that 85% of consumers want companies to share their AI assurance practices before rolling out AI-powered experiences. Customers are open to AI. But they expect clarity when it counts.

7. Scale the program over time 

Once you’ve built the foundation, scaling AI across your CX org becomes a lot easier.

“We started with cancellations. Now we’re rolling out warranty claims, retention campaigns, and more,” said the team at Trove Brands.

After proving value with one or two ticket types, look for opportunities to expand:

  • Pre-purchase product recommendations
  • Exit-intent offers via chat
  • Predictive personalization
  • Multichannel automation across email, SMS, and live chat

The goal is to implement smarter automation that makes your team more effective and your customers more supported.

The future is human + AI

The best CX teams aren’t choosing between AI and human agents. They’re choosing both and building stronger systems because of it.

“It’s not human agents vs. AI,” said the team at Clove. “Our team helped shape the AI strategy—and that changed everything.”

But ignoring AI? That comes at a cost. And it’s not just inefficiency. It’s:

  • Missed sales from unanswered questions
  • Slower support that erodes customer trust
  • Burnt-out teams stuck in reactive mode
  • Lower CSAT from inconsistent experiences
  • And eventually, falling behind as the rest of the market moves forward

It’s time to build it into your workflows. Not just as a helper, but as a core part of your team.

Start using Gorgias AI Agent to reduce ticket load, recapture revenue, and deliver the kind of support that actually feels personal.

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