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Live Chat Support

Should You Offer Live Chat Support? A Guide for CX Teams

Should you offer live chat support? This guide covers the benefits, best practices, setup tips, and top platforms for ecommerce teams.
By Christelle Agustin
0 min read . By Christelle Agustin

TL;DR:

  • Live chat is the fastest way to help shoppers. It gives customers real-time answers and prevents drop-off.
  • You don’t need a 24/7 team to run live chat. Automate FAQs and set clear hours to keep it manageable.
  • Live chat improves conversions and customer loyalty. Shoppers who chat are more likely to make a purchase and return to your store.
  • Start by automating questions like order tracking and returns. These are easy to answer and make up most of your volume.
  • Gorgias makes it easy to launch and scale live chat. You can integrate with your store and go live in under a day.

According to 2025 Gorgias data, chat inquiries are resolved in 24 minutes versus two days on email. It’s no wonder customers prefer live chat over any other support channel.

If you aren’t already offering live chat, it might feel like a big commitment. But when the end product is happier customers, it’s high time to catch up.

Thinking about offering live chat? Learn more about the benefits of live chat customer support, how it differs from chatbots, when and how to use it, and the best live chat tools to use based on your team’s needs.

What is live chat support?

Live chat support is a form of customer service that uses a chat widget to intake customer inquiries. Ecommerce websites, browser-based tools, and mobile apps typically offer live chat in combination with other customer service channels like email, phone, and social media.

Depending on the business, live chat support availability can vary. Some businesses choose to run live chat within their operating hours, while others extend 24/7 availability with the help of automation, conversational AI, or a dedicated off-hours team.

A live chat conversation displayed in Gorgias along with a customer sidebar that shows a customer's order details
Manage all live chat conversations in Gorgias, alongside the Customer Sidebar, so you always have the context.

Related: Customer service messaging: Tips and templates for SMS + conversational channels

How does live chat support differ from a chatbot?

The main difference between live chat and chatbots is the option to speak to a live human agent.

With live chat support, customers always have the option of speaking to a live human agent. Meanwhile, chatbots can only provide customers with automated responses, whether preconfigured or generated by AI.

Why should you offer live chat support?

Live chat doesn’t just make support faster—it helps you close more sales.

Aside from quick answers, customers want confidence to buy. In fact, Hiver reports that 63% of consumers prefer live chat over phone and social media, mainly because they get instant answers while they’re still browsing.

Here are the benefits of implementing live chat for your business:

  • Customer satisfaction: Customers get the clarity they need while shopping
  • Higher conversions: Live chat removes friction at checkout by resolving doubts in real time
  • Faster resolutions: Support teams close tickets faster by solving issues right away
  • Revenue retention: Agents can recommend the right product, reducing the chance of returns later

Read more: A guide to resolution time: How to measure and lower it

When does live chat make the biggest impact?

Live chat shines in situations where timing directly impacts whether a customer buys your product or walks away. These conversations often happen before a purchase, like when a shopper is deciding between products, has concerns about shipping, or wants to confirm your return policy.

Use live chat in these moments:

Moment

Why Live Chat Works

Before a purchase

Provides instant product education, assurance, and curbs hesitation due to a lack of information

Order-related concern

Resolves time-sensitive questions on shipping or changes before the customer bounces

Checkout hesitation

Reduces cart abandonment by addressing doubts

FAQs

Deflects repetitive tickets through automation, freeing agents for complex conversations

High-value customers

Offers high-touch service that reinforces loyalty and drives repeat purchases

Bulk orders

Accelerates large sales by delivering clarity when urgency is high

How automation makes live chat support scalable

You don’t need a large support team to offer high-quality live chat support. Sure, live chat can feel risky if you’re a brand with a lean CX team or high ticket volume, but when you automate the right types of conversations, it becomes one of the most impactful support channels.

What to automate first

Start with high-frequency, low-complexity inquiries. These are repetitive questions that don’t require an agent to resolve:

  • Order tracking (where is my order)
  • Shipping, return, exchange, and cancellation policies
  • Basic troubleshooting
  • Product education, like sizing or fit guides

These types of tickets typically make up the bulk of your live chat volume. Automating them clears the way for agents to focus on conversations that require more specialized knowledge and nuance.

Gorgias Chat displays four FAQs that customers can click into to get immediate answers, an order tracker, and send us a message button
Gorgias Chat allows up to six one-click FAQ, an order tracker, and live chat.

Automation features that help you scale

The best live chat isn’t only a messaging tool, it also comes with features that make the support agents using it more productive.

Here are the top automation features to improve live chat:

  • Macros: One-click prewritten replies to common questions that agents can send manually or automatically.
  • Customer and product variables: Dynamic details—like name, order number, and delivery date—pulled from your ecommerce platform and inserted into messages can easily make interactions more personalized.
  • Flows: Interactive Q&A scenarios that automatically answer customer questions in the chat widget.
  • Routing: Prioritize or assign tickets to agents based on topic, urgency, or language for maximum efficiency.
  • Conversational AI: Leave live chat on 24/7 with tools like Gorgias AI Agent to answer repetitive questions and update orders—even when your team is offline.
Track, return, cancel, or report an issue with your order in Gorgias Chat
Track, return, or cancel an order right from chat with Gorgias.

The dos and don’ts of replying to a live chat message

Good live chat messages are quick, helpful, and easy to follow. Poor live chat messages are slow, robotic, or long-winded.

Follow these guidelines to help keep your replies effective and consistent:

Do ✅

Don’t ❌

Respond within your target SLA

Leave customers waiting

Keep responses concise

Send long, wordy messages

Use macros and templates as a starting point

Manually type everything again and again

Ask clarifying questions

Assume you understand everything

Be transparent if you need more time

Promise something you can’t deliver

Confirm resolution before ending the conversation

End the chat without checking if the issue is solved

How to set up live chat without overwhelming your team

Adding live chat for the first time or want to make your current setup more manageable? Start with these five steps:

1. Set live chat hours

You don’t need to be online at all times to offer live chat. Start by choosing live chat hours that reflect your team’s availability and peak shopping hours.

Remember to display your availability on your website clearly to manage customer expectations.

2. Prioritize live chat tickets in your inbox

Customers who reach out to you via chat are active on your site and often close to purchasing. 

Create rules in your helpdesk that flag live chat conversations as urgent, so they don’t get buried under slower channels like email. If you have a dedicated agent who handles chat, route all chat tickets to them for instant visibility.

3. Automate your first reply

Set up an auto-response that triggers immediately when someone starts a chat. Even a short message like “Hey! Thanks for your message, an agent will be right with you,” can reduce drop-off and give your team time to prep.

4. Edit your macros for live chat

Templates that work in email may be too wordy in chat. Shorten your macros, simplify the tone, and make sure each response fits cleanly into a chat window. Use dynamic variables to pull in details like order number or shipping status without slowing down your agents.

5. Capture customer emails when live chat is offline

Customers don't stop having problems when your team clocks out. When someone tries to chat outside business hours, collect their email so an agent can follow up once your support team is back online.

Gorgias Chat asks for a customer's email when they send a message outside of business hours.
Gorgias’s Offline Capture collects customer emails when they message you off-hours.

Best live chat tools for CX and support teams

If you’re evaluating live chat software, here are five solid options to start with. Each one fits different team sizes and priorities.

Tool

Pricing Model

Best For

Standout Feature

Limitation

Gorgias

Per ticket

Ecommerce brands

Conversational AI that handles support and drives sales with upsells, recommendations, and context-aware discounts

Limited AI features for non-Shopify ecommerce stores

Zendesk

Per user

Large CX teams with dev resources

Highly customizable for large support orgs

Built for general use, not ecommerce; limited email AI; high setup cost

Intercom

Per user

SaaS and product companies

Built-in onboarding and product messaging tools

Not ecommerce-focused; limited integrations and high AI cost

Tidio

Per ticket

SMBs looking for budget automation

Affordable chatbot + live chat combo

Lacks visual upsell tools and struggles with complex sales questions

Richpanel

Per user

Early-stage teams

Simple UI and fast time to launch

Buggy UI, no AI Agent, slow updates, poor Shopify automation

Deliver faster support without adding headcount

Gorgias helps ecommerce brands deliver fast support without cutting into your budget. Automate common questions with conversational AI, resolve tickets in seconds, support and sell, and give your team the context they need to handle complex conversations with one tool.

Want live chat that takes support to the next level? Book a demo.

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19 min read.
Track Customer Orders

The Complete Guide to Tracking Customer Orders on Shopify

Set up Shopify order tracking to keep customers informed, cut returns, and build loyalty with AfterShip, ShipBob, ShipStation, and more.
By Holly Stanley
0 min read . By Holly Stanley

TL;DR:

  • Customers expect real-time order tracking. Allow customers to track their orders from anywhere—from their email to your website—at any time to increase their sense of security, reduce returns, and build trust.
  • Helpdesk + order tracking = efficient. Choose a solution like Aftership, ShipBob, or ShipStation that integrates with your CX platform. This lets you link shipping data with your customer data, resulting in faster support.
  • Offer self-service tracking options. Ensure your shipping information is easily accessible to customers through email, live chat, SMS notifications, and on your website.

Today, order visibility is table stakes. Around 50% of consumers actively track their order status to confirm it's progressing smoothly and staying on schedule.

Whether it’s order anxiety or excitement, shoppers want to see their order's status and location at any given time. Even better when they can get real-time alerts via SMS or at each point in an order’s journey.

So if you haven’t set up order tracking yet, now’s the time, because your customers already expect it. Here’s everything you need to know about the benefits of tracking customer orders and how to implement an order tracking tool for your Shopify store. 

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Why is order tracking so important for ecommerce?

Ecommerce vendors like Amazon have normalized order tracking. Today, most, if not all, customers expect to know where their order is.

Offering real-time tracking data for orders benefits both your customer and your business in five distinct ways: 

  • Peace of mind: Real-time tracking reassures shoppers and helps businesses monitor fulfillment.
  • Fewer support tickets: Cuts down WISMO inquiries (18% of tickets) with automated updates.
  • Lower returns: Accurate timelines reduce late-delivery returns and protect revenue.
  • Stronger loyalty: Reliable tracking builds trust. Late or incorrect deliveries push shoppers away.
  • Easy planning: Consumers need to know that an order is on its way to plan their day.

Recommended reading: Ecommerce returns: 10 best practices for taking your online store to the next level

How to set up order tracking for your Shopify store

Here’s how to set up order tracking for Shopify stores: 

  1. Choose an order tracking tool
  2. Integrate your order tracking tool with Shopify
  3. Configure your order tracking app’s settings
  4. Integrate your order tracking app with your CX platform

As an example, we’ll show you how to set up order tracking on a Shopify store with AfterShip Tracking.

1) Choose an order tracking tool 

First, choose an order tracking tool like ShipBob, ShipStation, or AfterShip. These tools pull order information, tracking numbers, and shipment status to generate shipping updates for your customers.

Pro Tip: It’s best if your order tracking app integrates with your helpdesk, so that you can offer faster, context-rich customer support.

Read more: 12 best shipping software tools for ecommerce stores

2) Integrate your order tracking tool with your ecommerce platform 

Install your order tracking app of choice via the Shopify App Store. For us, it will be AfterShip Tracking.

To complete the integration, go to the AfterShip Tracking dashboard. Click Apps > View more apps > Shopify > Install app. You’ll be redirected to your Shopify settings. Read through the privacy and permission details and click Install app.

Pro Tip: Not sure if you did it correctly? Your store URL will be labelled as “Connected” on the Shopify connection page.

A Shopify store is successfully listed as 'Connected' to AfterShip Tracking.
Once you have connected your Shopify store and AfterShip Tracking correctly, the status will display as ‘Connected.’

3) Configure your order tracking app’s settings

Time to load your order tracking app with your Shopify data. This is a crucial step to ensure your app uses your courier and order details. 

On Aftership Tracking, go to Apps > Store connections > Actions to set up these two actions:

  • Courier Mapping: This matches shipping company names between Shopify and AfterShip so tracking data flows correctly even when the same carrier has different names in each system.
  • Auto-import settings: This controls which orders automatically sync from Shopify to AfterShip based on criteria like date range, payment status, and fulfillment status, so you only track the orders you want.
Shopify and your chosen order tracking tool may name couriers differently.

4) Integrate your order tracking app with your CX platform

Finally, connect your order tracking app to your helpdesk

When customer messages, shipping data, and tracking information are connected, your team can:

  • Get the full context with instant access to tracking numbers, shipping addresses, and estimated delivery dates
  • Eliminate the need to switch tabs or copy/paste information between tools
  • Resolve customer inquiries faster
Gorgias Macros use dynamic variables from your ecommerce platform and connected tools.

Read more: How to connect AfterShip Tracking to Gorgias

The 6 key spots to add ‘Track My Order’

It’s important to make order tracking accessible to customers, wherever they are. And since more than 68% of orders are done through smartphones, it’s critical to design every tracking touchpoint with a mobile-first experience in mind.

Order tracking should be available in:

  • Emails (order confirmation and automated replies): Include the receipt, tracking number, and a link to the tracking portal. Automated replies should also provide updates when customers ask about order status.
  • SMS: Send the tracking number and portal link. Use for delivery updates, delays, or exceptions.
  • Conversational AI in chat: Provide the order status, tracking number, and delivery estimate directly in the response.
  • Self-service order management: Add a “track my order” button in the chat widget with order status, tracking number, and delivery date.
  • Help Center (FAQ page): Embed a tracking tool where customers can enter their order number or email to see status and carrier tracking.
  • Account portal: Show fulfillment status, tracking number, and carrier link in the “My Account” section for each order.

What are the best order tracking apps for ecommerce stores?

Depending on your needs and the ecommerce platform you use, choose from options that are both scalable and flexible.

ShipBob

ShipBob is a global logistics platform that helps ecommerce brands provide fast, affordable shipping and best-in-class order fulfillment. Its connected technology and fulfillment network improve delivery times, reduce costs, and elevate the customer experience.

Standout features:

  • Distributed global fulfillment centers shortens delivery times
  • Real-time inventory management and order tracking
  • Affordable shipping rates through carrier partnerships
  • Analytics tools to optimize fulfillment and logistics performance

Check out ShipBob in the Shopify App Store or the BigCommerce App Store

AfterShip

AfterShip is a shipment tracking and notification platform that helps ecommerce brands keep customers informed and improve delivery transparency. It streamlines post-purchase communication and makes it easier to spot delivery issues before they affect customer experience.

Standout features:

  • Seven customizable notification triggers (e.g., in transit, out for delivery, delivered)
  • Easy-to-use email editor for branded tracking updates
  • Filter and monitor tracking data to detect delivery issues early
  • Branded tracking pages that keep customers on your site
  • Detailed analytics to measure delivery performance and customer engagement

Check out AfterShip in the Shopify App Store and the BigCommerce App Store

ShipStation

ShipStation is a shipping software solution that helps ecommerce businesses save time and money by comparing carrier rates and delivery times in one place. It automates shipping workflows to ensure customers get fast, cost-effective delivery.

Standout features:

  • Compare rates and delivery speeds across multiple carriers
  • Automate shipping processes, from label creation to returns
  • Intuitive dashboards and user-friendly interfaces for efficient workflows
  • Batch processing for high-volume order fulfillment
  • Branded shipping labels, packing slips, and tracking pages

Check out ShipStation in the Shopify App Store and the BigCommerce App Store.

ShipMonk

ShipMonk is a third-party logistics (3PL) provider that helps ecommerce businesses scale with fast, affordable fulfillment services. Its technology-driven platform streamlines order, inventory, and warehouse management to deliver a seamless post-purchase experience.

Standout features:

  • Distributed fulfillment centers for faster, lower-cost shipping
  • Real-time inventory and order management
  • Automated picking, packing, and shipping workflows
  • Scalable solutions tailored for ecommerce, subscription boxes, crowdfunding, and more
  • Detailed reporting and analytics to optimize logistics

Check out ShipMonk in the Shopify App Store

Easyship

Whether you ship 50 or 50,000 orders a month, Easyship can help you lower shipping costs and increase conversion rates. Use this extension to manage your post-purchase process in the most efficient way for your business.

Read more about Easyship in the Magento Marketplace.

Recommended reading: 12 best shipping software for ecommerce

Mageworx

The Mageworx Order Editor extension lets you edit customer errors. Quickly fix any mistakes customers make during checkout like incorrect street numbers, phone numbers, names, shipping, or billing details. 

You can also add or remove products, change pricing, and add coupons after an order has been placed. This saves your customer support team from having to cancel the order and start it again from the beginning.

Learn more about Mageworx Order Editor in the Magento Marketplace.

Simplify order tracking with Gorgias

Use Gorgias to centralize order tracking, automate status updates, and deliver real-time delivery info, all in one place. By deflecting repetitive WISMO tickets, your team saves time, boosts CSAT, and focuses on higher-value conversations that drive retention and revenue.

Book a demo to see how Gorgias integrates with your order tracking system.

7 min read.

Conversational Commerce: A Complete Beginner's Guide

Speaking to customers in real time is the future of ecommerce—faster, smarter, and built for how people actually shop today.
By Holly Stanley
0 min read . By Holly Stanley

TL;DR:

  • Conversational commerce replaces static support with real-time conversations. Instead of making customers wait or dig through FAQs, brands can respond instantly via chat, messaging apps, and voice assistants.
  • The main types are live chat, AI assistants, messaging apps, and voice support. Each helps guide shoppers and answer questions instantly.
  • It’s most effective during key moments like cart hesitation, post-purchase anxiety, and peak seasons. Proactive conversations reduce drop-offs and boost conversions.
  • Start small and scale. Begin with repetitive questions or cart recovery, then layer in automation and AI as you grow.

While your competitors are still making customers wait days for email replies, the smartest brands are having conversations that close sales in real time.

Instead of forcing customers to search through FAQs or go through an automation loop, conversational commerce lets you have instant chats through live chat, messaging apps, and even AI assistants.

In this guide, we’ll explain conversational commerce, where it delivers the most value, and how to start using it to drive revenue and improve CX without overwhelming your team.

What is conversational commerce?

Conversational commerce means using real-time, two-way conversations as your storefront. Rather than bottling up questions in FAQ pages or forcing customers to wait for your support team to respond, you can instantly connect via:

  • Chat
  • AI agents
  • Messaging apps
  • Voice assistants

Maybe someone is on your product page and asks a question like, “Does this jacket run large?”. Through chat, they get an instant answer, increasing the chance of a sale. Or a shopper receives personalized recommendations via WhatsApp and checks out, all without leaving the app.

These channels allow you to meet customers where they already are, effortlessly. When paired with AI chatbots, you can deliver fast, accurate responses 24/7, even while your team is off the clock. That means better experiences for your customers and more sales captured for your brand.

Conversational commerce bridges the gap between shopping and support. It turns your support team (and AI tools) into revenue drivers by helping shoppers feel seen, heard, and ready to buy.

Types of conversational commerce

Conversational commerce means bringing your storefront into the flow of conversation, wherever that happens for your customers. 

Here’s where those conversations typically happen:

  1. Live chat
  2. AI assistants
  3. Messaging apps
  4. Voice assistants

1. Live chat

This is a chat widget on your site, often in the bottom right corner, where shoppers can ask questions and receive immediate answers from a human agent or automation.

It’s a quick path to support or purchase, which one agent can manage multiple chats from simultaneously, boosting efficiency and keeping things personal.

2. AI assistants

These smart helpers use Natural Language Processing (NLP) to understand what shoppers mean beyond what they type. They guide customers through questions, offer product suggestions, handle FAQs, and can sometimes complete transactions right in the chat, even handling post‑purchase support like order status or returns.

Natural Language Processing (NLP): The processing of understanding and interpreting natural language using computers. NLP is used in tasks such as sentiment analysis, summarization, speech recognition, and more.

3. Messaging apps

Think WhatsApp, Facebook Messenger, WeChat, and SMS—the apps where customers already spend their time in their day-to-day. Instead of sending them to shop on your website, you bring the shopping to them. Answer their questions, provide recommendations, and win purchases in a channel they already trust.

4. Voice assistants

Voice assistance isn’t limited to smart speakers like Siri and Alexa anymore.

Now, AI voice support lets brands deliver natural conversations over the phone, without needing a massive contact center team. These AI voice agents can:

  • Answer common questions using branded knowledge
  • Route calls or escalate when needed
  • Handle returns, exchanges, or order tracking
  • Personalize support based on customer intent and past behavior

AI-powered voice support combines the human feel of a phone call with the speed and accuracy of automation. It's especially useful for high-ticket products, customers who prefer calling, or peak season overflow when your human team is maxed out.

The benefits of conversational commerce for ecommerce brands

Conversational commerce isn’t a CX buzzword. When done right, it directly impacts your bottom line.

Here’s how it pays off for ecommerce brands:

  1. Higher conversion rates
  2. Faster and more efficient support
  3. Bigger carts, fewer drop-offs
  4. Stronger customer relationships

1. Higher conversion rates

When customers can ask questions and get answers in real time, whether it's sizing info, shipping details, or help choosing between products, they’re far more likely to hit “buy.”

Success story: Clothing brand Tommy John generated $106K+ in sales in just two months through conversation-led upselling and cross-selling, with a 15% conversion rate.

2. Faster and more efficient support

Conversational commerce tools like AI agents help offload the repetitive support tasks, including answering questions like “Where’s my order?” or “What’s your return policy?”

With that time back, agents get time back to:

  • Handle complex or sensitive customer issues
  • Follow up with VIP customers
  • Collaborate with marketing and sales teams to improve processes
  • QA conversations to enhance human and AI agent performance
  • Update knowledge docs used by AI tools for more accurate resolutions

Instead of getting buried in basic tickets, your team gets to do the work that really moves the needle for your customers and your business.

Related: Every successful marketing campaign starts with a customer question

3. Bigger carts, fewer drop-offs

The right nudge at the right moment, like a personalized recommendation from an AI shopping assistant, can turn a single item into a full cart. You can also recover more abandoned checkouts by re-engaging customers directly through chat or a messaging app.

Read more: You’re missing out on sales without an AI shopping assistant—here’s why

4. Stronger customer relationships

Conversational commerce lets you meet customers with a human (or human-like) touch. When your brand is helpful, fast, and easy to talk to, shoppers remember and return. 

In the long run, that means better customer retention, higher lifetime value, and more organic growth through word of mouth.

When conversational commerce creates the biggest impact 

Conversational commerce shines brightest when the stakes are high or when the moment is just right.

Here are the critical moments where a real-time conversation can make all the difference:

  1. When shoppers have items in their cart but are hesitating to check out
  2. Right after customers place an order, and anxiety starts to kick in
  3. During peak shopping seasons like Black Friday and Cyber Monday
  4. When customers are browsing complex products like skincare, makeup, or apparel

1. When shoppers have items in their cart but are hesitating to check out

A customer’s on your product page, they’ve added an item to their cart, but are hesitating. Maybe they’re unsure about sizing, shipping time, or which variation to choose. This is where a quick, helpful chat, automated or human, comes in and becomes the difference between bounce and conversion.

Pro tip: Use proactive chat prompts based on page behavior to start the conversation before the shopper leaves.

2. Right after customers place an order, and anxiety starts to kick in

After a customer hits “place order,” expect more questions to roll into your inbox. Where’s my order? How do I track it? What’s your return policy? Post-purchase excitement—and anxiety—is normal, and a smart AI agent helps you get ahead of these questions while putting customers at ease.

3. During peak shopping seasons like Black Friday and Cyber Monday

Black Friday. Holiday rush. Product drops. These are prime opportunities to boost revenue—but they also flood your support team. Conversational commerce tools help you scale without sacrificing quality, keeping shoppers happy and sales flowing.

4. When shoppers are browsing complex products like skincare, makeup, or apparel

If you sell skincare, supplements, tech, or anything that requires a bit of education, your customers likely need guidance before they commit. A personalized conversation helps them find the right fit and feel more confident in their purchase.

What to consider before you start

Conversational commerce sounds exciting, and it is. But before you dive in, it’s worth thinking through a few key factors to set your team (and your customers) up for success.

  1. Cost vs. ROI: Start small, scale smart
  2. Team resources: Who’s managing the conversations?
  3. Customer expectations: Meet them where they are

1. Cost vs. ROI: Start small, scale smart

You don’t need a full-blown chatbot army on Day 1. Start with your highest-impact touchpoints, like pre-sale FAQs or WISMO questions, and layer in automation over time. The goal is to generate clear ROI early, then expand once you see traction.

Here’s how to gradually implement automation into your CX process:

  • Identify your top repetitive questions. Use your support data to pinpoint your most common tickets. For most brands, these are WISMOs, shipping concerns, and product-specific questions.
  • Create macros for your most-asked questions. These macros will be used to answer the top recurring questions. For agents, this means no more copy-pasting the same responses.
  • Build out self-service automation flows. Once you’re feeling more comfortable with automation, set up self-service flows to let customers resolve their own needs, like checking order status, starting a return, or finding their size.
  • Automate your top channels. Don’t stop at email. Automate responses on live chat, Instagram DMs, and SMS too. Shoppers expect speed everywhere, not just on your site.
  • Maintain impact, then introduce conversational AI. If your CSAT is still healthy after these changes, you can expand to using conversational AI for faster support and team efficiency.

The goal isn’t to automate everything, it’s to automate smartly so your team can spend time where it counts: high-touch sales, VIP support, and strategic growth.

Learn more: How Dr. Bronner's saved $100K/year by switching from Salesforce, then automated 50% of interactions with Gorgias

2. Team resources: Who’s managing the conversations?

Do you have in-house agents ready to handle live chat? Or do you need automation to handle the bulk of it? Make sure your setup aligns with your team’s bandwidth.

Pro tip: Tools like Gorgias AI Agent and Shopping Assistant can handle the support and sales heavy lifting, making them perfect for lean CX teams.

3. Customer expectations: Meet them where they are

Your customers aren’t just on your website. They’re messaging on Instagram, browsing via mobile, or checking their texts. To deliver great conversational commerce, you’ll want to show up in the places your shoppers already use.

Pro tip: Don’t spread your efforts too thin. Start with the channel that aligns with your goals and customer behavior, live chat, SMS, or social DMs, and build from there.

How to get started with conversational ecommerce in 2 steps

Ready to make conversational commerce part of your CX strategy? You don’t need to overhaul your tech stack or hire a whole new team. With Gorgias, you can start fast, stay lean, and scale smart.

Here’s how:

1. Start with AI Agent for 24/7 support

Gorgias AI Agent is designed to take repetitive tickets off your team’s plate, from “Where’s my order?” to “How do I make a return?” It understands natural language, pulls in relevant customer data, and responds in seconds—all using your brand’s approved knowledge.

The result is faster responses, fewer tickets, and more time back for your team.

Gorgias AI Agent supports and performs actions on behalf of customers.

2. Add Shopping Assistant to drive revenue

While AI Agent, covers the support front, Shopping Assistant is your digital salesperson. It engages high-intent shoppers in real time, recommends the right products, and even upsells or cross-sells based on what the customer is browsing.

Whether it’s helping someone choose the perfect shade or nudging them to complete their cart, Shopping Assistant is designed to increase AOV and reduce abandonment.

Gorgias Shopping Assistant understands context and suggests products to browsing shoppers.

The future of ecommerce is conversational

Every time a shopper lands on your site, scrolls through Instagram, or replies to a shipping update, they’re opening the door to a conversation. The brands that show up quickly, helpfully, and with the right message, are the ones winning loyalty and revenue.

With AI Agent, you can automate accurate responses to common questions, giving your team time back without sacrificing customer experience. And with Shopping Assistant, you can turn those conversations into conversions, offering personalized recommendations, upsells, and discounts based on shopper intent.

You don’t need a massive team or months of setup to start. Just the right tools, and a strategy built for your customers.

Book a demo and learn how Gorgias helps you turn every conversation into an opportunity to grow.

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

Further reading

Should Brands Disclose AI in Customer Interactions? A Guide for CX Leaders

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

TL;DR:

  • Check legal requirements. Some regions mandate AI disclosure—stay compliant.
  • Transparency impacts trust. Some customers appreciate honesty; others may disengage.
  • Frame AI as helpful. Position it as a support tool, not a human replacement.
  • Refine your approach over time. Monitor feedback and adjust AI disclosure as needed.
  • AI is everywhere in customer service—powering live chats, drafting responses, and handling inquiries faster than ever. 

    But as AI takes on more of the customer experience, one question keeps coming up: Should brands tell customers when they’re talking to AI?

    Legally, the answer depends on where you operate. Ethically? That’s where things get interesting. Some argue that transparency builds trust. Others worry it might undermine confidence in support interactions. 

    So, what’s the right move?

    This guide breaks down the debate and gives CX leaders a framework to decide when (and how) to disclose AI—so you can strike the right balance between innovation and trust.

    The legal landscape: What are the disclosure requirements?

    Depending on where your business operates, disclosure laws may be strict, vague, or nonexistent. Some laws, such as the California Bolstering Online Transparency Act, prohibit misleading consumers about the use of automated artificial identities.

    For maximum legal protection, it’s best to proactively disclose AI use—even when not explicitly required. 

    A simple disclaimer can go a long way in avoiding legal headaches down the line. Here’s how to disclose AI use in customer interactions:

    • In email: Use your email signature to indicate that AI has assisted in generating the response.
    • In chat: Update your Privacy Policy to clarify when AI is involved in customer interactions.

    Truthfully, AI laws are evolving fast. That’s why we recommend consulting legal counsel to ensure your disclosure practices align with the latest requirements in your region.

    But beyond avoiding legal trouble, transparency around AI usage can reinforce customer trust. If customers feel deceived, they may question the reliability of your brand, even if the AI delivers great service.

    Related reading: How AI Agent works & gathers data

    How does disclosure impact trust and satisfaction?

    Research shows that 85% of consumers want companies to share AI assurance practices before bringing AI-driven products and experiences to market.

    But what does “transparency” actually mean in this context? An article in Forbes broke it down, explaining that customers expect three key things:

    1. Clear disclosure: They want to know when AI is (and isn’t) used in customer interactions.
    2. Simple, non-technical language: AI disclosures shouldn’t feel like reading a terms-of-service agreement. Keep it digestible.
    3. Easy-to-find information: AI disclosures should be visible—not buried in fine print. A chatbot notification, a banner on your site, or a brief message before an AI-powered chat begins can make a big difference.

    How you disclose AI matters just as much as whether you disclose it. At the end of the day, AI isn’t inherently good or bad—it’s all about how it’s implemented and trained. 

    The business perspective: Risks and benefits of AI transparency

    The way a brand approaches AI disclosure can impact trust, satisfaction, and even conversion rates—making it a decision that goes beyond simple legal requirements.

    While some customers appreciate honesty, others may hesitate if they prefer human support. Brands must weigh the pros and cons to determine the best approach for their audience.

    Risks of disclosure

    Let’s be honest: AI in customer service still carries baggage. While some consumers embrace AI-driven support, others hear "AI" and immediately picture frustrating, robotic chatbots that can’t understand their questions.

    This is one of the biggest risks of transparency: customers who’ve had bad AI experiences in the past may assume the worst and disengage the moment they realize they’re not speaking to a human.

    For brands that thrive on personal connection and high-touch service, openly stating that AI is involved could create skepticism or drop-off rates before customers even give it a chance.

    Another challenge? The perception gap

    Even if AI is handling inquiries smoothly, some customers may assume it lacks the empathy, nuance, or problem-solving skills of a live agent. Certain industries may find that transparency about AI use leads to more escalations, not fewer, simply because customers expect a human touch.

    Benefits of disclosure

    Despite the risks, transparency about AI can actually be a trust-building strategy when handled correctly.

    Customers who value openness and ethical business practices tend to appreciate brands that don’t try to disguise AI as a human. 

    Being upfront also manages expectations. If a customer knows they’re speaking to AI, they’re less likely to feel misled or frustrated if they encounter a limitation. Instead of feeling like they were "tricked" into thinking they were talking to a human, they enter the conversation with the right mindset—often leading to higher satisfaction rates.

    And then there’s the long-term brand impact

    If customers eventually realize (through phrasing, tone, or inconsistencies) that they weren’t speaking with a human when they thought they were, it can erode trust. 

    Deception—whether intentional or not—can backfire. Proactively disclosing AI use prevents backlash and reinforces credibility, especially as AI becomes a bigger part of the customer experience.

    Example: How Arcade Belts used AI transparency without losing the human touch

    Arcade Belts, known for its high-quality belts, wanted to improve efficiency without compromising customer experience. By implementing Gorgias Automate, they reduced their reliance on manual support, creating self-service flows to handle common inquiries.

    Arcade Belts' website uses Gorgias Chat to automate FAQs
    Arcade Belts uses Gorgias Automate to automatically answer common questions.

    Initially, automation helped manage routine questions, such as product recommendations and shipping policies. But when they integrated Gorgias AI Agent, they cut their ticket volume in half. 

    The transition was so seamless that customers often couldn’t tell they were interacting with AI. “Getting tickets down to just a handful a day has been awesome,” shares Grant, Ecommerce Coordinator at Arcade Belts. ”A lot of times, I'll receive the response, ‘Wow, I didn't know that was AI.”

    You can read more about how they’re using AI Agent here.

    Decision-making framework: Should you disclose AI?

    We mentioned it earlier, but deciding whether or not to disclose your use of AI in customer support depends on compliance, customer expectations, and business goals. That said, this four-part framework helps CX leaders evaluate the right approach for their brand:

    Step 1: Assess legal requirements

    Before making any decisions, ensure your brand is compliant with AI transparency regulations.

    • Research regional laws governing AI disclosure, as requirements vary by jurisdiction.
    • Consult legal counsel to confirm whether your AI usage falls under any mandated disclosure policies.
    • Stay informed on evolving AI governance frameworks that could introduce new compliance obligations.

    Step 2: Review customer expectations and brand positioning

    AI transparency should align with your brand’s values and customer experience strategy.

    • Consider whether transparency supports your brand’s messaging—does your audience expect openness, or do they prioritize seamless interactions?
    • Analyze customer sentiment through surveys and engagement data to determine if they prefer knowing when they’re speaking with AI.
    • Review past AI interactions to identify patterns in customer reactions and adjust your approach accordingly.

    Step 3: Test both approaches and measure the impact on CSAT

    Rather than making assumptions, run controlled tests to see how AI disclosure affects customer satisfaction.

    • Conduct A/B tests comparing interactions with and without AI disclosure.
    • Track key support metrics like response time, CSAT scores, and AI resolution rates to measure effectiveness.
    • Experiment with different positioning strategies—does framing AI as a helpful assistant improve customer perception?

    Step 4: Adjust based on customer feedback and industry trends

    AI strategies shouldn’t be static. As customer preferences and AI capabilities evolve, brands should refine their approach accordingly.

    • Regularly collect customer feedback to understand how AI disclosure impacts their experience.
    • Monitor industry trends to see how competitors and market leaders are handling AI transparency.
    • Stay flexible—if sentiment shifts, be ready to adjust your disclosure strategy to maintain trust and efficiency.

    Best practices for AI disclosure (if you choose to disclose)

    If you decide to be transparent about AI in customer interactions, how you communicate it is just as important as the disclosure itself. Let’s talk about how to get it right and make AI work with your customer experience, not against it.

    First, make AI part of your brand voice

    AI doesn’t have to sound like a corporate FAQ page. Giving it a personality that aligns with your brand makes interactions feel natural and engaging. Whether it’s playful, professional, or ultra-efficient, the way AI speaks should feel like a natural extension of your team, not an out-of-place add-on.

    Instead of:
    "I am an automated assistant. How may I assist you?"

    Try something on-brand:
    "Hey there! I’m your AI assistant, here to help—ask me anything!"

    A small tweak in tone can make AI feel more human while still keeping transparency front and center.

    AI Agent responding to good customer feedback with a discount
    AI Agent uses an outgoing, enthusiastic, and approachable tone.

    Read more: AI tone of voice: Tips for on-brand customer communication

    Clarify the AI’s role

    One of the biggest mistakes brands make? Leaving customers guessing whether they’re speaking to AI or a human. That uncertainty leads to frustration and distrust.

    Instead, be clear about what AI can and can’t do. If it’s handling routine questions, product recommendations, or order tracking, say so. If complex issues will be escalated to a human agent, let customers know upfront.

    Framing matters. Instead of making AI sound like a replacement, position it as a helpful extension of your support team—one that speeds up resolutions, but hands off conversations when needed.

    Blend human and AI seamlessly

    Even the best AI has limits—and customers know it. Nothing is more frustrating than a bot endlessly looping through scripted responses when a customer just needs a real person to step in.

    AI should be the first line of defense, but human agents should always be an option, especially for high-stakes or emotionally charged interactions.

    A smooth handoff can sound like:
    "Looks like this one needs a human touch! Connecting you with a support expert now."

    Frame AI messaging positively

    AI disclosure doesn’t have to feel like an apology. Instead of focusing on limitations, highlight the benefits AI brings to the experience:

    • Faster responses
    • 24/7 availability
    • Instant answers to common questions

    It’s the difference between:

    "This is an AI agent. A human will follow up later."

    vs.

    "I’m your AI assistant! I can answer most questions instantly—but if you need extra help, I’ll connect you with a team member ASAP."

    The right framing makes AI feel like an advantage, not a compromise.

    Monitor customer feedback and adjust messaging

    AI perception isn’t static. Regularly analyzing sentiment data and customer feedback can help refine AI messaging over time—whether that means adjusting tone, improving explanations, or updating how AI is introduced.

    When you follow these best practices, AI can be a real gamechanger for your customer support. Just take it from Jonas Paul… 

    When AI is done right: Jonas Paul’s success story

    Jonas Paul Eyewear, a direct-to-consumer brand specializing in kids' eyewear, needed a way to manage high volumes of tickets during the back-to-school season without overwhelming their customer care team. 

    AI Agent responding to a customer asking about what eyeglass lenses to choose
    AI Agent helps a customer with the lens selection process.

    To streamline these conversations, Jonas Paul implemented AI Agent to provide instant responses to FAQs. This allowed human agents to focus on more complex cases that required personalized attention.

    “Being able to automate responses for things like prescription details and return policies has allowed us to focus more on the nuanced questions that require more time and care. It’s been a game changer for our team,” said Lynsay Schrader, Lab and Customer Service Senior Manager and Jonas Paul.

    Jonas Paul saw a 96% decrease in First Response Time and a 2x ROI on Gorgias AI Agent with influenced revenue. You can dive in more here.

    Make AI transparency work for you with AI Agent

    Whether or not your brand chooses to disclose AI in customer interactions, the key is to ensure AI enhances the customer experience without compromising transparency, accuracy, or brand identity.

    So how can you get started? Gorgias AI Agent was built with both effectiveness and transparency in mind. 

    For every interaction, AI Agent provides an internal note detailing:

    • The Guidance, Articles, or Macros it referenced
    • The source of any account information it used
    • A prompt for your feedback to continually refine and improve responses

    Excited to see how AI Agent can transform your brand? Book a demo.

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    Grow Your Business with Conversational AI: Insights from Glamnetic & Audien Hearing

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

    TL;DR:

    • Glamnetic eliminated over 15,000 repetitive responses with AI, letting their team focus on complex customer needs and sales opportunities.
    • Audien Hearing found their AI support was matching or beating human performance, with faster responses and better conversion rates.
    • AI turned out to be more than just a time-saver—it became a serious revenue generator by engaging shoppers in real-time and driving sales.
    • This is just the beginning for AI in customer experience. AI will transform everything from personalized recommendations to proactive sales and marketing.

    The AI revolution in ecommerce customer support is already here. 77% of service teams are already using AI, and 92% say it improves time to resolution. 

    Brands that embrace AI can improve efficiency, scale faster, and deliver better customer experiences.

    But what does that look like in practice?

    In a recent Grow Your Business in 2025 with Conversational AI webinar, Kevin Gould, co-founder of Glamnetic, and Zoe Kahn, owner of Inevitable Agency & former VP of Retention and CX at Audien Hearing, shared how their teams use Gorgias AI Agent to streamline support, reduce workloads, and convert more shoppers into customers.

    For them, AI isn’t just hype, it’s delivering real results—and Kevin and Zoe have seen it firsthand.

    Ahead, we’ll break down Kevin and Zoe’s firsthand experiences, covering:

    • How AI helped Glamnetic reduce manual responses by 15,000–16,000 tickets
    • How AI-powered responses helped Audien Hearing capture more revenue
    • The biggest misconceptions about AI in customer support—and why they’re wrong
    • What AI-driven CX will look like in 2025 and beyond

    Watch the full webinar replay here:

    How AI reduces 16,000 manual tickets and scales CX

    As ecommerce brands grow, so does the demand for fast, high-quality customer support. But hiring and training more agents isn’t always scalable—especially when a significant portion of support tickets are repetitive, like Where’s my order?” or “How long does shipping take?”

    That’s where AI comes in. Instead of bogging down human agents with routine questions, AI-powered support can handle high ticket volumes instantly, freeing up CX teams to focus on complex issues, relationship-building, and revenue-generating conversations.

    Both Glamnetic and Audien Hearing have seen firsthand how AI can transform CX. Glamnetic reduced manual responses by 15,000–16,000 tickets, while Audien Hearing saw AI outperform some human agents in both response speed and upselling.

    Related reading: How to build an effective AI-driven customer support strategy

    How Glamnetic uses AI to cut manual responses by 25% 

    As Glamnetic scaled, so did its customer support workload. Managing tens of thousands of tickets while maintaining fast, high-quality support became a challenge. Many of the inquiries Glamnetic receives are repetitive––think order updates, shipping questions, and product details.

    The brand needed a way to streamline responses without losing the personal touch.

    Here’s what made the difference: Glamnetic used AI Agent to automate responses for thousands of tickets, allowing human agents to focus on higher-value interactions that drive customer loyalty and sales.

    Kevin Gould, co-founder of Glamnetic, was excited about infusing AI across the entire business. “CX felt like the first natural extension. A big part of that was [Gorgias] pushing us into it pretty quickly. We saw early on that AI could be a force multiplier for the business."

    Glamnetic leverages AI Agent to support during important period of growth
    AI Agent helped Glamnetic’s support team decrease its ticket volume by 25%.

    The results speak for themselves:

    • 15,000–16,000 fewer manual responses—freeing up agents for more complex cases.
    • Faster response times, improving the overall customer experience.
    • Smarter AI-driven sales, turning support inquiries into revenue opportunities.

    Read more: How Glamnetic uses AI Agent to handle 40% of Support Volume with "mind-blowing" results 

    "What’s really interesting is that AI handled 24% of tickets across the entire year…Now, we’ve gotten much smarter about how we deploy AI for revenue generation, and it’s been highly impactful. It’s well worth your time to deploy this across your company." —Kevin Gould, Co-founder, Glamnetic

    How Audien Hearing scaled support without adding headcount

    Scaling customer support while keeping costs in check is a challenge for any fast-growing ecommerce brand—especially one focused on retention and long-term customer relationships.

    For Audien Hearing, this meant managing a team of over 80 support agents while ensuring that every interaction added value to the customer experience.

    Rather than endlessly hiring more agents, Audien Hearing turned to AI to optimize. AI Agent helped them handle high ticket volumes faster, without sacrificing quality. With AI handling routine inquiries, their team was able to focus on higher-value conversations that drove long-term growth.

    Zoe Kahn, former VP of Retention & CX, notes the importance of efficiency when managing large teams, “Once you reach that scale, you have to figure out how to be efficient and adapt to the right tools. AI helped us a lot. That said, it’s not a magic button. It takes training and adjustment. Adopting AI with Gorgias has allowed our team to focus on the tasks that truly need a human touch."

    The impact was undeniable:

    • AI became one of Audien Hearing’s fastest agents, reducing response times.
    • Support scaled without adding headcount, optimizing costs.
    • AI-driven interactions increased revenue by converting browsing customers in real-time.
    Screenshot of AI Agent Bot replying to Barbara customer of Audien Hearing.

    Read more: How Audien Hearing increased efficiency for 75 agents and reduced product returns by 5% 

    "[AI Agent] ended up being one of our fastest agents—answering the most tickets and driving the most revenue. 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." —Zoe Kahn, former VP of Retention & CX, Audien Hearing 

    Initial AI skepticism and common concerns

    AI in customer support still raises eyebrows. Some brands worry about losing the human touch, while others fear AI will replace agents rather than support them. 

    Even Zoe Kahn was initially skeptical about AI’s role in customer experience:

    "I wasn't fully convinced at first—I wanted humans talking to my customers. But as soon as I saw it working well, and just as great as some of my agents, if not even better because of faster responses, and we're having agents train it... it's much easier now with a bunch of wins.”

    What changed? Seeing AI in action—handling repetitive, time-consuming tasks like order tracking and FAQs, while human agents focused on complex cases, upselling, and retention.

    For Kevin Gould, AI wasn’t brought in to cut costs but to help the CX team work smarter, not harder:

    “We try to think a lot about how to work smarter, not harder. On one end of the spectrum, there's a lot of tedious, repetitive emails that can be automated right off the jump. Then as you move up the stack, from servicing up to generating revenue, it starts to get really interesting. If our ultimate goal is to provide customers with the best experience possible, then why not free up our agents from tedious tasks and double down on the things that push us towards that goal?”

    The key takeaway? AI isn’t automation just for the sake of automation. It’s for scaling smarter and freeing up CX teams to have the right conversations at the right time.

    Related reading: How to automate half of your CX tasks 

    What’s next for AI in ecommerce CX in 2025?

    AI in ecommerce customer support started as a cost-saving tool and is now proving to be a revenue driver. Looking ahead to 2025, AI’s role in personalization, proactive selling, and marketing integration will only grow.

    For Zoe Kahn, the future of AI involves building stronger customer relationships:

    "Take time to create community with your customers. Have the ability to think not only about revenue driving but also customer retention. Every time you have an opportunity to talk to a customer, take it. If teams don't have that time that could be freed up from training an AI agent, we see them rushing through replies that could really ruin their relationships with customers."

    This shift toward AI-powered personalization is something Kevin Gould is already seeing in action. He predicts AI will become a key player in conversational selling, guiding customers to the right products at the right time:

    "Eventually, we'll get to a place where AI is going to become a great recommendation engine. If we sell press-on nails, and a consumer has bought a few different styles in the past, AI can quickly pivot into conversational selling."

    Beyond support, Kevin also believes that AI is blurring the lines between CX and marketing. As brands gain deeper insights into customer behavior, AI-powered support will help fuel marketing campaigns, drive retention, and create highly personalized experiences:

    "If I asked [my support agent] how she sees her job, she’d say it started four years ago as customer service, then evolved into customer experience. Over time, different layers of customer experience emerged to the point where it's now an integrated marketing role.

    She's collaborating closely with marketing specialists—growth marketing, brand marketing, and more. At this point, this role is almost like an extension of the marketing team...It requires a balanced mindset that blends marketing expertise with a deep understanding of customer experience to be successful."

    Related reading: 6 ways to increase conversions by 6%+ with onsite campaigns

    Why 2025 is the year to embrace AI in CX

    In 2025, AI will go beyond responding to customers. It will anticipate their needs, personalize their journey, and turn support into a revenue-generating powerhouse.

    As Kevin Gould and Zoe Kahn shared, brands that embrace AI free up their teams to focus on high-impact conversations that build loyalty and boost sales.

    From Glamnetic reducing 15,000+ manual responses to Audien Hearing’s AI-powered revenue wins, the results speak for themselves. AI helps brands personalize support, engage customers in real-time, and even drive conversational selling.

    Ready to see how many routine tickets you could automate? Book a demo to see AI Agent in action.

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    Meet Auto QA: Quality Checks Are Here to Stay

    By Gorgias Team
    min read.
    0 min read . By Gorgias Team

    TL;DR:

    • Manual QA is time-consuming—Auto QA does the heavy lifting. It frees up team leads by automatically reviewing conversations with accuracy and consistency, so they can focus on improving support.
    • Auto QA scores 100% of private text conversations, whether handled by a human or Gorgias AI Agent. It evaluates support quality based on Resolution Completeness, Communication, and Language Proficiency.
    • Auto QA supports multiple languages but provides feedback in English. It can assess tickets in any language supported by OpenAI’s GPT-4, ensuring global teams can benefit from automated QA.
    • Start with individual meetings before a team-wide rollout of Auto QA. One-on-one conversations help address specific agent concerns and ensure a smooth transition.

    Customer satisfaction scores (CSAT) have long been the go-to metric for measuring support quality, with 53% of customer experience leads relying on them. However, CSAT only tells you part of the story. 

    When customers rate their experience 3 out of 5, what does it really mean? Did they rate the agent’s actions or the company’s policies? Was an agent helpful or inefficient? Did they take unnecessary steps to get to the answer?

    Quality assurance checks can fill these gaps, but manual QA is a heavy lift. Team leads often struggle to review more than a small sample of conversations, leaving many issues unchecked.

    Auto QA redefines quality assurance for today’s support teams. It transforms QA from a manual task into an automated feedback engine that helps your team deliver excellent support, every single time.

    Let's dive into how Auto QA works, how accurate its scoring is, and how you can add it to your support workflow to start improving customer conversations today.

    What is Auto QA?

    Gorgias Auto QA upgrades the customer service QA process by automatically evaluating 100% of private text conversations, whether handled by a human or AI Agent. 

    Each message is scored on metrics like Resolution Completeness, Brand Voice, and Accuracy, helping teams fix and address areas of improvement.

    With an automated QA process, brands can:

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

    How Auto QA works 

    Let's explore a real-life scenario: A customer reaches out about a product issue, seeking troubleshooting help. Here’s how the interaction unfolds:

    Customer: "Hi, my device broke, and I bought it less than a month ago. -Kelly"

    Support Agent: "Hi Kelly, please send us a photo or a video so we can determine the issue with your device. -Michael"

    The ticket is eventually closed, but the customer doesn't leave a CSAT score.

    In this case, Auto QA would provide the following insights:

    • Communication Score: 3/5. Reason: The agent's wording could benefit from more empathy.
    • Resolution Score: "Complete". Reason: The agent effectively addressed the customer's concerns.
    Access Auto QA right within the ticket view. Find it on the right-hand side of customer conversations.

    How accurate is Auto QA’s scoring?

    Auto QA uses a comprehensive scoring system that evaluates conversations on communication proficiency and knowledge accuracy.

    To ensure accuracy, Auto QA only scores interactions with at least 250 characters and messages from both agents and customers. It's also smart enough to filter out automated responses, spam, and bot messages.

    Auto QA automatically scores three main aspects:

    1. Resolution Completeness: Did the agent solve everything the customer asked about? This area is scored with a "Complete" or "Incomplete.” For instance, it correctly marks a ticket as "Complete" when a customer resolves their issue or when there's no clear question to address.
    2. Communication Quality: How well did the agent listen and show empathy? Uses a 1-5 scale, looking at how well your agents acknowledged a customer’s concerns and communicated the solution.
    3. Language Proficiency: Did the agent communicate properly? Uses a 1-5 scale to check spelling, grammar, and syntax.

    For deeper feedback, certain criteria require manual scoring from team leads:

    • Accuracy: How accurate was the information provided by the agent?
    • Efficiency: How quickly did the agent handle the ticket? How well did they minimize the number of follow-ups?
    • Internal Compliance: How closely did the agent follow your team’s internal processes and brand guidelines?
    • Brand Voice: How well did the agent use brand vocabulary, greetings, sign-offs, and tone of voice?
    A text field for
    Improve Auto QA scoring by clicking the triangle to expand each category and entering feedback into the textbox. 

    How to integrate Auto QA into your workflow

    Whether you're just starting with quality checks or transitioning from manual QA, Auto QA can seamlessly fit into your existing processes. Here's how to get started.

    1. Set your standards

    What does “good” look like for your team? Review Auto QA's scoring system and decide which metrics matter most for your brand, from Resolution Completeness to Brand Voice. This will help you set realistic targets for your team to work toward.

    Tip: Start by prioritizing a couple of areas. This could look like prioritizing a 5/5 Resolution Completeness score while deprioritizing Brand Voice. As your team gets comfortable with Auto QA, you can ramp up to improving Brand Voice.

    2. Agree on a scoring system

    Since some criteria—Accuracy, Efficiency, Internal Compliance, and Brand Voice—require manual scoring, it’s best to agree on how your team will use the scoring scale.

    For example, each score from 1 to 5 receives a distinct piece of feedback. Here’s what that would look for the Efficiency criteria:

    • 1/5 stars: Excessive back-and-forth that could have been avoided
    • 2/5 stars: Resolution took longer than necessary due to poor process
    • 3/5 stars: Average handling time with some unnecessary steps
    • 4/5 stars: Quick resolution with minimal back-and-forth
    • 5/5 stars: One-touch resolution

    3. Prepare your agents

    Start rolling out Auto QA through individual meetings with agents rather than overwhelming your team with a general training session. One-on-one conversations allow you to better address each agent's specific questions and concerns. Make sure to cover the following:

    • Explain that Auto QA is meant to help make conversations consistent, not police agents
    • Explain the scoring criteria and what each score means
    • Highlight which criteria agents should prioritize

    If regular one-on-one meetings aren't part of your routine, consider introducing Auto QA during your weekly team meetings or through a dedicated training session. Just remember to leave plenty of time for questions and walk through multiple examples to ensure everyone is comfortable with the system.

    4. Establish a review schedule

    To solidify QA checks, create a simple routine for reviewing Auto QA insights with the Auto QA Report (navigate to Statistics > Auto QA). 

    • Weekly: Do a quick check of automated scores.
    • Monthly: Analyze trends and patterns across conversations. 
    • Quarterly: Review and adjust quality benchmarks.
    Auto QA Report dashboard shows reviewed tickets, resolution completeness score, communication score, and individual agent performance
    Monitor the number of tickets Auto QA has reviewed, your average resolution completeness rate, and your communication score.

    5. Act on insights

    Once you’ve collected a substantial amount of Auto QA data, there are a few follow-up actions you can take to continue having high-quality conversations:

    • Set the example by sharing high-scoring conversations in your team meetings.
    • Coach agents individually by reviewing their tickets together. Celebrate high-scoring conversations and provide targeted feedback on areas for improvement. This immediate, personalized approach helps agents grow faster than general training sessions.
    • Increase product and policy knowledge by refining internal guidelines on brand voice, escalation processes, and more.

    Remember, Auto QA works alongside your existing processes—it doesn't replace them. Start small, focus on the metrics that matter most to your team, and scale up as you get comfortable with Auto QA.

    Brands are excited about the power of Auto QA

    We invited leading ecommerce brands to beta test Auto QA, and their feedback highlights how it's transforming quality assurance across support teams of all sizes.

    amika's support team values the complete visibility beyond CSAT: "Auto QA dramatically widens the volume of tickets we can review," they share. "A 5-point scale only tells you so much, and relying on consumers providing feedback limits what you're able to learn from."

    Peachybbies' CX team enjoys real-time improvement: "Being able to give real-time feedback is pivotal, especially during peak times," their team explains. "Auto QA catches pretty much everything I'd want a human QA agent to catch."

    OSEA Malibu's managers discovered operational insights: "It helps managers understand when a macro or process is leading to incomplete conversations versus when an agent made a mistake," their support lead shares.

    Bring quality into every conversation with Auto QA

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

    In the long run, brands focusing on QA can gain a competitive edge. Book a demo now to see what Auto QA can do for you.

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    5 CX Metrics To Track in 2025: A Guide for Managers

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

    There are tons of CX metrics you could be tracking. But where you spend your time is crucial as a customer experience leader. 

    According to recent data, these are the top five CX metrics for you to prioritize and improve on in 2025.

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    Why CX metrics are essential for success 

    Not tracking CX metrics is like putting a loaf of bread in the oven but leaving baking time to chance. Without a set timer, you could end up with an underbaked bowl of dough or a burnt mess. Unless you have a sixth sense, it’s going to be really challenging to end up with something good. 

    In the same vein, metrics provide clear parameters for success. Meet or exceed them and your team is doing well; fall short and you’ll be better equipped to identify pain points and solve them. 

    Here are a few additional reasons why setting customer support metrics is key to success.

    • Measure success and ROI. By tracking KPIs like resolution time, first response time, and CSAT, you can gauge the health of your customer support program and potentially justify investments in CX initiatives in the future.
    • Identify customer and team pain points. Metrics help uncover areas where customers or your team is struggling. For example, high resolution times or low CSAT scores signal friction in the experience that you can address. 
    • Create accountability within your team. When everyone on your team understands what success looks like, it aligns efforts and keeps everyone focused on shared goals.
    • Prioritize resources. Metrics guide CX leaders on where to allocate resources—for example, leveraging AI and automation to tackle repetitive tickets when ticket volume adds up or resolution times are getting high.
    • Get proactive. Metrics reveal trends in customer behavior which can help you predict customer needs and make proactive adjustments in your CX strategy. By monitoring customer sentiment and acting on feedback, CX leaders can create more personalized and positive experiences.

    Tip : AI and automation can be valuable sidekicks as you look to optimize and improve on metrics. That’s especially true for busy periods: in 2024, 70% of CX leaders relied on AI and automation during peak seasons.

    A pink graphic with 70% next to stars and the text of CX teams use AI and automation to handle support inquiries during the holiday season.
    70% of CX teams use AI and automation to handle support inquiries during the holiday season. Gorgias

    Resolution time should be your main focus for 2025

    Customers are done with being patient. One study found that two thirds of respondents valued speed to reply just as much as product price. 

    A recent survey we ran found the same thing. 

    In our 2024 customer expectations survey, we asked CX leads and agents which metric they used to track success. Here’s what they said:

    • Resolution Time (71%)
    • First Response Time (59%)
    • CSAT (53%)
    • Revenue or Sales Impact (41%)
    • Ticket Volume (41%)

    Resolution time is going to be a key differentiator for your team this year. It should be your primary focus when it comes to optimizing different facets of your customer service strategy

    A peach bar graph that shows the different metrics CX leaders used to measure success for holiday 2024, with resolution time at the top.
    71% of CX teams used resolution time to measure success during the holiday season in 2024. Gorgias Customer Expectations Survey

    Top 5 CX metrics for 2025 & how to improve them with AI 

    1) Resolution time 

    Resolution time is the average time it takes to resolve a customer request from start to finish.

    How do you calculate resolution time?

    To calculate resolution time, you’ll take the total resolution time within a set period and divide it by the total number of customer interactions your team tackled within that same time frame.

    Average resolution time = Total resolution time in a defined period / Total number of customer interactions resolved in that period

    How to use AI & automation to improve it

    According to a 2023 study from Statista, 70% of support leaders noted that the customer support metrics that AI had the greatest positive effect on was resolution time.

    You can use automation features to send Macros to answer common questions, or leverage AI to interact as an agent via email or chat. The instant nature of these tools means that customers won’t have to wait in a queue for your team to get to them.

    For example, Wildride implemented Gorgias AI Agent to manage an influx of 1,000 tickets per week. After AI Agent took over 33% of email inquiries, the team saw a 24% decrease in resolution time. That allowed the team to focus on more complex issues, streamline their support process, and make their customers happier. 

    2) First Response Time (FRT)

    First response time is the length of time it takes for a customer service team to send the initial reply to a customer inquiry.

    How do you calculate first response time? 

    To calculate average first response time, take the total amount of time it took for your team to respond to initial customer requests and divide by the total number of tickets within a set time frame. 

    How to use AI & automation to improve it

    Your team is busy––when they’re not tackling repetitive questions, they’re helping customers with complicated or high-effort requests. All of that work is going to bog down your FRT, especially during more buzzy periods like sales, new releases, or over the holidays. 

    By using AI to jump in to handle those more routine requests, you can significantly reduce your FRT and give your team time back to tackle more heavy-lift needs. 

    For example, AI Agent helped Glamnetic achieve a 91% improvement in first response time during Black Friday Cyber Monday (BFCM) 2024. They got FRT down from their pre-AI Agent time of eight minutes to 40 seconds. 

    Here’s what that looked like in practice: 

    An interaction between Gorgias's AI Agent and a Glamnetic customer in need of a shipping address change via email.
    AI Agent helped Glamnetic reduce first response time by tackling repetitive tickets like change of address requests. Gorgias 

    3) Customer Satisfaction Score (CSAT) 

    CSAT scores show how satisfied customers are with a product, service, or interaction, typically gathered through surveys.

    How is CSAT calculated? 

    CSAT is calculated via a five-point rating scale survey sent to customers after a support interaction, where one is the worst experience and five is the best. While it can be calculated in different ways, at Gorgias the average of all survey responses is your CSAT score.

    How to use AI & automation to improve it

    When customers reach out for support, they’re expecting a fast response––regardless if they have an issue or are contemplating their next purchase. 

    That’s why using automation or AI tools to provide that lightning quick response, even if it directs shoppers to a self-service resource, can be extremely effective in raising CSAT scores. These responses could be sent by an AI agent that responds like a human agent would or an automated Macro built to fire off pre-crafted templates to common questions. 

    In luxury golf brand VESSEL’s case, customers felt that the AI responses were helpful and seemed on-par with the level of support they’d expect from a human agent. 

    “Our customers expect almost immediate responses, and so being able to automate that, even if it's not necessarily the exact answer that they're looking for, but being able to send over information to give them the reassurance that we're looking into it or trying to find an answer, whatever it may be, that's been a huge help to our team,” says Lauren Reams, the Customer Experience Manager at VESSEL. 

    4) Revenue or sales impact 

    The direct or indirect effect of customer service or business activities on generating sales or revenue.

    How do you calculate it?

    There are different ways to calculate revenue generated and the sales impact of customer support, and quantifying the indirect impact can be difficult. But generally, the formula looks like this: 

    ROI = [ (Money earned - Money spent) / Money spent ] x 100

    Resource: How to measure & improve customer service ROI

    How to use AI & automation to improve it

    Leveraging AI and automation can provide significant cost savings because it acts as an additional agent who can tackle repetitive questions, translating to money saved on the time it would take for human agents to manually answer those questions. 

    The results are tangible: by automating 48% of inquiries, Dr. Bronner's saved $5,248 in the first month, and $100K in the first year. 

    Jonas Paul Eyewear saw revenue influenced by AI Agent as well: the team tracked $600 of sales revenue directly to the tool after it effectively answered pre-sales support questions from shoppers. 

    An interaction between Gorgias's AI Agent and a Jonas Paul Eyewear customer who has a pre-sales question.
    Gorgias AI Agent supports pre-sales questions by offering detailed responses, like which glasses would work best for a customer’s 8 year old son. Gorgias 

    5) Ticket volume 

    Ticket volume is the total number of customer service inquiries that a team receives over a specific period of time.

    How do you calculate it?

    The customer support tool you use will be able to calculate ticket volume for you, as it’s the total number of tickets that have come in within a set amount of time. If you don’t use a CX platform yet and are still using something like Gmail or Excel, you’ll perform this count manually.

    How to use AI & automation to improve it

    Set rules to trigger automated responses to common questions, or ask an AI agent to completely take them off your team’s plate. 

    Arcade Belts, for example, saw a 50% reduction in ticket volume by using Gorgias AI Agent. 

    How to get buy in to improve your CX program

    Tracking CX metrics is valuable for more than just gauging your program's effectiveness. The more you improve upon your CX metrics, the more you can leverage them to prove your support function’s value within your company.  

    1. Tie CX to revenue. Show how improvements in customer satisfaction or repeat purchase rates directly impact revenue growth. 
    2. Show industry benchmarks. Compare your team’s stats to competitors or industry averages to demonstrate how well your support strategy is working.  
    3. Demonstrate your team’s impact on sales and retention. Use the metrics you’ve collected to show support’s impact on converting customers asking pre-sales questions and getting repeat customers. 
    4. Ask to expand your team’s budget. Pitch acquiring additional buy in and resources by presenting revenue generated, costs saved through tools like AI and automation, and happy customers created. 

    How to use metrics to evaluate AI performanceIf you want to transform customer experience for the long term, the AI tools you use should never be “set it and forget it” solutions. Just as you do with your human agents, you can use metrics to evaluate your AI agent to make sure it’s performing well. If you use Gorgias, you’ll find these metrics under the AI Agent dashboard. 

    To review AI Agent’s performance

    A screenshot of the AI Agent Statistics view within Gorgias.
    Review AI Agent’s performance within the Statistics view. Gorgias If you’d like to change the metrics you see here, select “Edit Columns.” 
    A screenshot of how to change the metrics you track for AI Agent within the Statistics tab in Gorgias.
    Navigate to the ‘Performance’ section to switch out the metrics you track for AI Agent. Gorgias 

    It’s also easy to retrain your AI's performance by adjusting settings like Guidance, refining the internal documents it draws from, setting up brand voice, or creating a Handover topic list to escalate certain types of tickets to human agents.

    Start tracking top CX metrics 

    Whether you’re new to being a CX leader or you’re a seasoned pro, tracking and improving on your CX metrics will help your team stand out among the rest. A key way to improve them is to leverage AI and Automation tools, and Gorgias is here to help you do it.

    Get started with AI Agent →

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    Say Hello to AI Agent on Chat: 24/7 Support for Online Stores

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

    TL;DR:

    • AI Agent on Chat automates up to 50% of chat conversations. It ensures customers get fast, context-aware answers, product recommendations, and seamless handovers to human agents when needed.
    • AI Agent goes beyond automated features like Flows and article recommendations. On top of basic automation features, AI Agent can handle complex inquiries like modifying orders and providing personalized product recommendations.
    • Setting up AI Agent on Chat is quick. Brands can activate AI Agent with a few clicks, improving efficiency during peak seasons and reducing the need for follow-ups.
    • Updating AI Agent’s knowledge and behavior ensures the best customer experience. Businesses should refine their Help Center, set Guidance instructions, personalize AI Agent’s tone, and test responses before going live.

    It’s clear that shoppers want answers fast—chat accounts for 20% of all customer support tickets.

    The appeal is obvious: Chat is an easy-to-access customer service channel for quick questions and a convenient and subtle way to cross-sell complementary products.

    But without the right chat tool, brands risk losing these valuable opportunities.

    Introducing AI Agent on Chat, a conversational AI assistant that can automate up to 50% of chat conversations. This new feature upgrades chat by combining agent knowledge with superhuman efficiency and response times.

    Now, customers can guarantee personalized interactions at any point of the shopping journey—whether they’re looking for a quick answer or a tailored recommendation.

    With AI powering every interaction, one-to-one conversations become a seamless part of every customer experience.

    Why Chat is better with AI Agent

    Before AI Agent, customers reaching out through chat outside business hours had two options: following pre-set Flows (automated FAQ conversations) or browsing through suggested Help Center articles. 

    These features are great for quick answers to basic questions, but AI Agent takes support to the next level by handling more complex needs like modifying orders or offering personalized product recommendations.

    With AI Agent in Chat, customers enjoy dynamic, real-time conversations available on multiple channels. AI Agent generates personalized responses that match exactly what customers ask for, automating 50% of chat interactions so agents get time back to upsell, create stronger relationships, and craft better experiences.

    Related: How to optimize your Help Center for AI Agent

    The key features of AI Agent on Chat 

    Upgrade your chat support from a basic Q&A tool into an intelligent assistant that handles customer inquiries 24/7. Here's how AI Agent makes that possible:

    Real-time conversations

    AI Agent responds within 15 seconds or less, offering fast responses that result in frictionless conversations. Unlike traditional chatbots, AI Agent also adapts to your brand’s unique tone of voice to enhance the customer experience and assure shoppers their questions will be taken care of. 

    Four customer inquiries branching out from live chat which has an "AI Agent is thinking" chat message.
    AI Agent is context-aware and uses information from its knowledge sources to respond to customers in real time. 

    24/7 availability

    Today’s shoppers expect instant responses regardless of time zone or business hours. AI Agent on Chat means customers get the help they need, when they need it. This availability leads to higher customer satisfaction and fewer abandoned carts.

    Instant product recommendations

    AI Agent understands context and customer intent. Whether a shopper needs help finding the right product size or changes their mind and wants to compare features, AI Agent customizes its recommendations for each person.

    Intelligent handovers

    Some conversations, like technical issues or complaints, need a human touch. AI Agent recognizes these situations and smoothly transfers them to the right agent. 

    Using Handover topics, you can choose which types of inquiries should go straight to human agents. Then, if AI Agent lacks the confidence to provide an answer or can’t locate relevant knowledge in its database, it automatically escalates the conversation.

    Read more: Handover rules

    Why enable AI Agent in Chat now?

    Based on Hiver’s 2024 study, 62% of customers prefer live chat to other support channels. With AI Agent in Chat, agents can cut down average response times while customers get the answers they need in one conversation with zero wait times or follow-ups.

    Easy setup

    AI Agent on Chat is ready to use in a few clicks. Simply connect your Shopify store and Chat widget to AI Agent, and you’re ready to resolve questions asked by visitors and loyal customers faster than you ever have.

    Capture the growing demand for live support

    Chat is often a customer’s first touchpoint with your brand, whether they’ve just discovered your brand or are on their third order. Meet customer expectations by being available with AI Agent on Chat. The faster you can ease their concerns, the faster they can head to checkout.

    Maximize team efficiency

    AI Agent makes scaling support effortless, especially during peak seasons like Black Friday. While it handles repetitive support tickets like order status and shipping questions, your team can focus on high-priority tasks like requests from VIP customers.

    A graphic with a pink gradient background featuring the text "AI Agent is an extension of your CX team" on the left. On the right, a circular diagram highlights four key functions: "Onboard," "Automate," "Observe," and "Coach." The "Gorgias" logo is in the top left corner, and the phrase "AI-powered CX built for ecommerce" is in the top right.
    Onboard, Automate, Observe, and Coach AI Agent to flawlessly integrate it into your team.

    Eliminate the need for follow-ups

    Drawing from knowledge sources like your Help Center and policy pages means AI Agent can often resolve inquiries within one conversation. No more unnecessary back-and-forths. Quick resolutions = happier and more loyal customers.

    How to activate AI Agent on Chat

    Ready to get started? Here’s how to activate AI Agent on Chat:

    1. Click Automate in the top left menu.
    2. Select your store from the sidebar, then click on AI Agent.
    3. In the Settings tab, under Chat Settings, select one or more Chat from the dropdown menu.
    4. Toggle Enable AI Agent on Chat on.
    5. Select Save Changes at the bottom of the page.

    Already use AI Agent for email? No need to set up Guidance and Handover topics all over again—AI Agent will behave the same way in Chat.

    Best practices for setting up AI Agent on Chat

    Get the most out of AI Agent on Chat by following these best practices. 

    1. Prepare and optimize your knowledge base

    The Help Center is AI Agent’s brain. This customer knowledge database is the key to AI Agent’s accurate and on-brand responses. To ensure your AI Agent is as trained as your human agents, include important topics in your Help Center like shipping, returns, cancellations, and account management.

    No articles yet? No problem! Gorgias has 20+ article templates for you to use and modify. Or, even better, check out the AI Library for AI-generated articles based on your customer tickets.

    A GIF of a highlighted "AI Library" button with a purple sparkle icon. The button has a white background, rounded edges, and a blue underline that animates from left to right. The background shows part of a navigation bar.
    The AI Library recommends pre-written articles based on what your customers ask you.

    2. Set restrictions with Guidance

    AI tools perform best when you set limitations. A Guidance is the main way to control AI Agent’s behavior. It is a set of written instructions that outline how AI Agent should interact with customers, handle certain requests, and more.

    We recommend publishing a Guidance on the top five questions you receive from customers.

    Tip: AI Agent prioritizes Guidance above Help Center articles. Unlike Help Center articles, the content in your Guidance will not be customer-facing.

    5 types of Guidance for AI Agent ranging from damaged items to returns, plus a customer guidance button.
    Access premade Guidance templates or make your own customer Guidance for AI Agent.

    3. Personalize AI Agent's voice

    The beauty of AI Agent is its ability to speak like one of your agents. Select from Friendly, Professional, or Sophisticated presets—or create a custom tone that aligns with your brand.

    Custom is selected under the Tone of Voice dropdown. There are instructions about being concise and using emojis for a personal touch.
    AI Agent’s tone of voice can be altered with preset voices or custom instructions.

    Need help finding your brand voice? Here are seven brand voice examples.

    4. Test AI Agent’s responses before going live

    Use test scenarios to see how AI Agent responds to common customer questions, such as order status, shipping questions, and return policies. To cover all your bases, test AI Agent as both a new and returning customer to make sure it delivers accurate responses no matter the customer's need.

    AI Agent greets the user to the AI Agent test area where they can test how AI Agent would respond to customer questions.
    Test AI Agent’s responses to ensure accurate answers.

    5. Improve AI Agent’s behavior

    AI Agent becomes smarter as it learns from you. Like a human agent, give your AI Agent feedback on its responses, from how it speaks, which topics it escalates, and what actions it takes in certain scenarios. 

    There are multiple ways to give AI Agent feedback on a ticket:

    • Mark AI Agent’s message or any of the resources it used as correct or incorrect.
    • Suggest that AI Agent use a different resource if a better or more correct piece of knowledge exists.
    • Report an issue to the Gorgias Product team.
    AI Agent’s answers improve as you provide feedback.

    Try AI Agent Actions on Chat

    AI Agent can also perform actions like accessing Shopify order details and executing third-party app actions, such as updating shipping addresses and order cancellations, directly in Chat.

    Excited to deliver an elevated chat experience? Book a demo now to experience the power of AI Agent on Chat.

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    The Gorgias & Shopify Integration: 8 Features Your Support Team Will Love

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

    TL;DR:

  • Gorgias centralizes Shopify support tasks in one platform. Agents can view and update order info without leaving the helpdesk.
  • Macros, Rules, and AI Agent automate personalized responses. Dynamic Shopify data combined with AI and automation features powers fast, on-brand support for growing brands.
  • Customers can self-serve routine order questions. Enable Order Management on Chat to deflect order-related tickets.
  • Support now drives sales, not just solves problems. Brands using Gorgias report higher revenue and faster resolution times thanks to integrated reporting and automation.
  • Managing customer support as a Shopify store owner can feel like juggling too many tools at once.

    Constantly switching tabs to look up orders, update customer information, or track returns wastes valuable time. Plus, it prevents your team from focusing on what really matters––delivering quick, personalized customer service

    Gorgias’s Shopify integration solves this. It keeps all your Shopify data in one place, so your team spends less time toggling tabs and more time helping customers. The result? Faster responses, better service, and more revenue.

    Below, we break down the eight key capabilities of this integration, each paired with practical use cases to showcase its real-world value.

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    1. View Shopify data in tickets

    What it does: Shopify order data is displayed directly within support tickets, allowing agents to view essential details like order status, customer information, and transaction history without leaving the helpdesk.

    Use case: An agent handling a “Where’s my order?” request can instantly check tracking information and update the customer.

    The fashion retailer Princess Polly improved their customer experience team’s efficiency by using Gorgias's deep integration with Shopify. Agents can view and update customer and order data directly within Gorgias, eliminating the need to switch between multiple tabs.

    Taking a streamlined approach led to a 40% increase in efficiency, an 80% decrease in resolution time, and a 95% decrease in first response time

    Screenshot of Shopify order data within Gorgias ticket
    Customer order data, including their shipping address and product details, can be found directly in the ticket.

    2. Perform Shopify Actions

    What it does: Agents can update Shopify order and customer data with Shopify Actions right in Gorgias.

    Key features:

    • Create a new order: Add existing products or custom items, apply discounts, modify quantities, add notes and tags, and choose to charge taxes. Then set the order as Paid or Pending and email the invoice to the customer.
    • Duplicate an order: Replicate an existing order and make adjustments as needed.
    • Cancel/refund an order: Cancel or refund orders by setting quantities to refund, specifying shipping amounts to refund, providing reasons for cancellation, restocking items, and notifying the customer.
    • Edit shipping address: Update the shipping address for an order.
    • Insert product links: Add product links or product cards from tickets so customers can add the product to their cart quickly.
    • Display the customer’s cart: View the exact items the customer has in their cart at the moment they reach out via Chat.

    Use case: Agents can perform Shopify actions directly from Gorgias, such as adding products, applying discounts, updating quantities, or issuing refunds.

    Screenshot of duplicate order Shopify action in Gorgias ticket.
    Agents can perform Shopify Actions like duplicate an order directly from Gorgias.

    3. Embed customer-specific Shopify data in Macros

    What it does: Create templated responses called Macros with dynamic Shopify variables to automatically incorporate customer-specific information. 

    Key features:

    • Dynamic variables: Macros can include variables that pull real-time data from Shopify, such as order status, tracking numbers, and customer details.
    • Automated actions: Beyond inserting dynamic content, Macros can perform actions like tagging tickets, setting statuses, or assigning conversations to specific agents. The automation streamlines workflows and ensures consistent handling of similar inquiries.

    Use case: A customer inquires about their order. With one click, the agent uses a Macro that pulls in the order status and expected delivery date, creating a faster and more personalized response.

    Take Try The World, a gourmet subscription service, needed a robust Shopify integration to handle an increasing volume of customer inquiries. By switching to Gorgias, they gained the ability to unify conversations and embed Shopify data directly into Macros. Now, agents can quickly generate personalized responses that includes order details, tracking links, and customer-specific information. 

    Try the World’s support team’s efficiency skyrocketed, enabling them to handle 120 tickets per day, up from 80, and reduce response times to just one business day. 

    Screenshot of templated response with Shopify data in Gorgias ticket.
    Shopify data lets agents create Macros, templated responses with personalized data.

    4. Provide product information with Macros

    What it does: Macros with embedded Shopify data let agents quickly and accurately share pre-sale information like product links, stock availability, and discount codes, helping to convert prospective customers into buyers.

    Key features:

    • Dynamic Shopify variables in Macros: Agents can use dynamic variables to pull real-time product information.
    • Pre-built responses for common questions: Macros can include templated responses tailored for pre-sale inquiries, such as providing direct links to products or applying discount codes.

    Use case: A customer asks if a specific product is available in their size and color. The agent can apply a Macro that automatically pulls the product's inventory details and includes a discount code, sending a response like this:

    “Hi [customer name Macro],
    Great news! The product [Shopify product information Macro] is currently in stock in the size and color you’re looking for. You can check it out here: [Product Link]. Use the code WELCOME10 at checkout for 10% off your first order! Let me know if you have any other questions!”

    How it helps:

    • Eliminates manual search and typing for agents.
    • Ensures accurate, real-time product information for customers.
    • Improves the likelihood of converting inquiries into sales.

    5. Enable self-serve order management in Chat 

    What it does: Using Gorgias Chat, customers can track orders or manage their purchases on their own with no agent assistance needed.

    Key feature:

    • Order management automation: Customers can access real-time order information, including status updates and tracking details, through the chat interface. This automation reduces the volume of live chat inquiries by up to 30%.

    Use case: A customer wants to check the status of their recent purchase. By accessing Chat on your website, they can enter their email and order number and receive instant updates on their order's progress, including shipping and delivery information, without waiting for an agent's response.

    How it helps:

    • Automates routine inquiries and frees up your support team to handle more complex issues.
    • Enhances customer satisfaction thanks to immediate responses.
    • Reduces the need for multiple communication channels, consolidating support interactions in one place.

    6. Use Shopify variables in Rules


    What it does: Rules paired with Shopify variables can automate various support tasks, such as identifying specific customer segments or tagging tickets, to boost efficiency and consistency.

    Key features:

    • Automated tagging: Rules can automatically tag tickets based on specific Shopify data. For instance, you can set up a Rule to tag tickets from customers with high order counts or significant total spending as "VIP."
    • Prioritization of tickets: Rules can prioritize tickets that meet certain criteria, such as high-value orders or repeat customers.

    Use case: A customer with a history of substantial purchases contacts support. A rule detects that the customer's total spending exceeds a predefined threshold and automatically tags the ticket as "VIP." 

    This tag can then trigger other workflows, such as assigning the ticket to a senior support agent or escalating its priority.

    How it helps:

    • Improves customer experience by prioritizing high-value customers.
    • Maintains consistent service quality.
    Rule setup for auto tagging VIP customers
    Rules let you identify VIP customers using Shopify variables.

    7. Track revenue with reporting

    What it does: Gorgias offers comprehensive reporting that allows you to measure how your support interactions influence sales.

    Key features:

    • Tickets converted: Tracks the number of support tickets that led to a sale within five days of the ticket's creation.
    • Conversion rate: Calculates the percentage of created tickets that resulted in sales, helping you assess the effectiveness of your support team's interactions.
    • Total sales from support: Sums the revenue generated from orders associated with converted tickets, accounting for refunds and order adjustments to provide accurate figures.

    These metrics are accessible under Statistics → Support Performance → Revenue in your Gorgias dashboard. You can filter the data by integration, ticket channel, tags, or specific time periods to gain detailed insights.

    Use case: By analyzing Revenue Statistics, you can identify which support channels or agents are most effective in driving sales. For example, if live chat interactions have a higher conversion rate, you might allocate more resources to that channel. 

    Additionally, recognizing top-performing agents can inform training programs to elevate overall team performance.

    For example, One Block Down, a Milan-based streetwear brand, struggled to manage a growing volume of customer inquiries across multiple platforms. By integrating Gorgias with Shopify, they centralized all customer interactions into a single platform, giving agents instant access to crucial information like order history and returns directly within tickets.

    The setup allowed the team to measure the direct impact of their support efforts on revenue. 

    The result? An impressive 1,000% increase in support-generated revenue and a 1-hour average first response time. By connecting the dots between customer service and sales performance, One Block Down demonstrated how proactive, data-driven support can directly influence the bottom line.

    How it helps:

    • Quantifies the revenue generated from support interactions.
    • Faster team optimization with data-driven insights.
    • Understanding the correlation between support interactions and sales can help refine customer service strategies.
    Screenshot of Revenue Statistics dashboard in Gorgias.
    Revenue Statistics highlight which support channels and agents are best at generating sales.

    8. AI Agent integration

    What it does: AI Agent automates Shopify actions like canceling orders, editing order details, and reshipping items.

    Key features:

    • Cancel Shopify order: AI Agent can automatically cancel unfulfilled orders upon customer request, restocking the items and issuing a full refund. A confirmation email is sent to the customer once the cancellation is complete.
    • Edit order shipping address: When a customer needs to update their shipping address, AI Agent verifies if the order is unfulfilled, confirms the new address with the customer, and updates it in Shopify accordingly.
    • Replace order item: AI Agent facilitates item replacements in orders by confirming the item to be removed and the new item to be added, checking stock availability, adjusting payments if necessary, and sending an updated order confirmation to the customer.
    • Reship order for free: In cases where an order is lost in transit or arrives damaged, AI Agent can duplicate and resend the order at no additional charge.
    • Remove order item: If a customer decides to remove an item from their order, AI Agent can handle the removal, restock the item in Shopify, process the refund for the removed item, and notify the customer of the updated order details.

    Use case: A customer realizes they've entered an incorrect shipping address shortly after placing an order. They contact support, and AI Agent promptly verifies that the order is unfulfilled, confirms the correct address with the customer, updates the shipping information in Shopify, and sends a confirmation email—all without human intervention.

    How it helps:

    • Automating routine order management tasks reduces the workload on human agents.
    • Quick and accurate responses to order modification requests lead to a better customer experience.
    • Automated processes ensure consistency and accuracy in handling order changes, reducing the likelihood of human error.
    Screenshot of AI Agent Actions.
    Using Gorgias’s AI Agent you can customize multiple Shopify actions with Gorgias.

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    The Problem with Full-Screen Pop-Ups for Driving Conversions

    By Matilda Lee
    min read.
    0 min read . By Matilda Lee

    TL;DR:

    • Full-screen pop-ups disrupt the shopping experience. They frustrate visitors by interrupting their browsing and increase bounce rates, driving 72% of customers away.
    • Gorgias Convert offers a non-intrusive alternative. With a chat-based widget, it engages customers naturally without interrupting their journey.
    • Convert tailors messages to shopper behavior. Personalized campaigns detect browsing habits, cart details, and exit intent to deliver relevant offers at the right moment.
    • Shopify brands see measurable results with Convert. Users report conversion boosts of 6-10%, improved customer satisfaction, and revenue growth, proving its effectiveness over traditional pop-ups.

    Looking to grow an email list to capture leads or offer welcome incentives? These days, the default solution is to plaster a full-screen pop-up on your homepage. 

    It seems effective on the surface, collecting emails right off the bat, but dig deeper, and these pop-ups disrupt the shopping experience and skyrocket bounce rates—with 72% of customers exiting a website.

    But how else do you get your message across?

    That’s where Gorgias Convert comes in—a smarter, more customer-centric tool to drive conversions without pushing your visitors away. 

    Below, we’ll explore why it’s time to move on from full-screen pop-ups and how Gorgias Convert offers a better alternative for Shopify brands looking to boost engagement and revenue.

    What’s wrong with full-screen pop-ups?

    Pop-ups can be an effective marketing tool, but their full-screen counterpart often creates more problems than they solve. These intrusive overlays pose several challenges that can harm both user experience and your bottom line.

    Disruptive experience 

    Full-screen pop-ups demand attention, often at the worst possible moment—like when a customer is browsing products or is just about to check out. This experience can frustrate visitors and lead them to abandon your site entirely.

    High bounce rates

    The BBC says every extra second a page takes to load can cost you 10% of your users—and pushy pop-ups don’t help. If your pop-ups are poorly timed or overly intrusive, visitors feel unwelcome, causing them to leave before exploring your offerings.

    Lack of personalization

    Traditional pop-ups are static and one-size-fits-all. They can’t adjust messaging based on where the customer is in their shopping journey or their behavior on your site.

    Can be blocked

    Many users employ ad blockers that filter out pop-ups altogether, meaning your message never even reaches a portion of your audience.

    Why Gorgias Convert is the better alternative: 7 benefits

    Gorgias Convert flips the script by offering a subtle, customer-friendly way to capture leads and drive sales without the drawbacks of full-screen pop-ups. Here’s why your Shopify brand should make the switch:

    1. Non-intrusive 

    Gorgias Convert integrates seamlessly into your store, using a chat-based widget that feels like a natural part of the browsing experience. Using chat to double as a supporting and converting tool is less disruptive, allowing customers to explore your store at their own pace.

    TUSHY's Convert Campaign
    TUSHY's promotional campaign creates urgency with a 50% off product offer.

    2. Caters to user behavior

    Convert makes it easy to bring any type of campaign to life. Catch the attention of the exact shoppers you want by detecting their browsing behavior, customer profile, cart attributes, and more.

    For example, the exit intent campaign is the top-performing Convert campaign—it detects when a user is about to leave and displays a discount code. It’s fully customizable, allowing you to tailor offers based on how much time they’ve spent on a page, the number of items in their cart, or if they’ve visited more than three times without making a purchase.

    The campaign setup for a 10% off discount. 

    3. Customizable messaging

    Unlike one-size-fits-all pop-ups, Convert lets you tailor your messaging based on customer behavior, order history, and engagement. For example, if a customer is browsing a specific product, Convert can offer a relevant discount or incentive tied directly to that item.

    4. Encourages conversations

    With Convert, you’re not just collecting an email address—you’re starting a conversation. The tool allows you to engage with customers in real-time through pre-set flows that guide them toward taking action, whether it’s signing up for your newsletter, redeeming an offer, or completing a purchase.

    Soon, you can upsell 24/7 on chat with AI Agent for Sales.

    Related: 6 types of conversational customer service + how to implement them

    5. Mobile-friendly

    In 2024, smartphones were responsible for generating 68 percent of online shopping orders. To meet shoppers where they are, Convert’s chat-style interactions are optimized for mobile users. Unlike traditional pop-ups that don’t display correctly on smaller screens, Convert maintains a seamless experience for shoppers who prefer to shop on the go.

    Glamnetic uses Gorgias Convert campaigns, even on mobile
    Glamnetic’s Convert campaign looks great on mobile, too.

    6. Integrated with Shopify and Gorgias

    Using Convert means you can combine immediate assistance with smart marketing through its native integration with Gorgias and Shopify. For example, if a customer hesitates to make a purchase, you can intervene with a live chat offer or product recommendation in real-time.

    The Shopify integration also allows you to generate unique discount codes that expire within 48 hours—preventing them from being shared on unauthorized coupon sites. These codes are automatically created with customizable thresholds, such as discounts for specific collections or individual users, without manual setup.

    Edit discount offer dialog for Convert Campaigns
    Edit the discount offer featured on a Convert Campaign.

    7. A/B testing made easy

    Convert allows you to test different messages and incentives, giving valuable insights into what resonates most with your audience. This data-driven approach ensures your lead capture strategy evolves with shoppers over time.

    Read more: How campaign messaging can increase conversions

    Rave reviews from real Shopify brands

    Shopify brands using Gorgias Convert have led to a conversion rate boost of 6-10% more across their website, up to a 24% click-through rate and 43% click-to-order rate, and improved customer satisfaction. By prioritizing a frictionless shopping experience, these brands are turning casual visitors into loyal customers.

    Here’s what some happy brands have to say about Convert:

    Haircare brand, Kreyol Essence, influenced 13% of revenue with Convert campaigns: “With Convert, we’ve not only improved our conversion rates but also created a seamless, personalized shopping experience that our customers love. It’s like having a personal assistant for each shopper. Thanks to Convert, we can interact with our customers and surface key information at the right time, turning clicks into connections."

    Brands using customer service management agency, TalentPop, love how easy it is to generate revenue with Convert: “Clients are constantly surprised and delighted by how effective Gorgias Convert is for revenue generation. They especially appreciate that Convert can be used to target a diverse range of customers across the entire purchasing journey.”

    In five months, yoga brand Manduka, increased revenue by 284.15% after using Convert: “Gorgias Convert has helped us make the shopping experience more intuitive. We can give a nice prompt to remind people of promotions we’re running, highlight specific product features, or just remind them we're here to help and answer questions. The chat campaigns make it easy for customers because they lead them to us, as opposed to them having to search for how to contact us for assistance.”

    Goodbye full-screen pop-ups, hello Gorgias Convert

    Shoppers want personalized experiences that respect their time and preferences. Full-screen pop-ups belong to an era of intrusive marketing that shoppers would rather leave in the past.

    Gorgias Convert for your Shopify brand means delivering impactful interactions, more conversions, and an easy path to long-term customer loyalty.

    Ready to make the switch? Start your effortless shopping journey today with Gorgias Convert. Chat with our team!

    Introducing Conversational AI: The Smartest Way to Handle Chat, Actions, QA, and Insights

    By Gorgias Team
    min read.
    0 min read . By Gorgias Team

    Today, we’re announcing our deeper investment in conversational AI for ecommerce. 

    "Since day one, Gorgias has been dedicated to helping ecommerce brands deliver exceptional customer experiences. We started with a helpdesk to centralize support, then introduced AI Agent to instantly resolve support questions,” says Romain Lapeyre, CEO of Gorgias.

    “Now, we're taking the next leap forward with an AI Agent that powers the entire customer journey—anticipating buyer needs, boosting sales, and automating high-quality support. Today, I'm happy to announce Gorgias as the Conversational AI platform for ecommerce.”

    Gorgias’s Conversational AI platform will let teams provide fast, scalable, and cost-effective support while helping them drive revenue growth. From automatic order changes and refunds to product recommendations and cross-sells, brands will be able to flawlessly combine their support and sales efforts.

    The end result is an AI-powered customer journey where every customer interaction feels complete, personal, and connected, both before and after purchase.

    Questions in Chat, resolved in seconds

    Last year, we introduced AI Agent for email. 

    Some brands call their AI Agent Lisa, some call it Wally, and most treat it like a real member of the team. But this reliable support sidekick was only available to answer customers on email—until now.

    Get ready for instant responses that tackle support inquiries of all sizes. Now, your customers can enjoy fast responses that keep their shopping experience as smooth as possible.

    On top of improving first response times, AI Agent can play an even more critical role in unblocking sales, suggesting products, and driving upsells and cross-sells.

    With responses sent in 15 seconds or less, brands can delight customers with near-instant resolutions.

    AI Agent responding in chat and email
    AI Agent can autonomously respond to customers on email and chat.

    Let your AI Agent take action

    Actions let AI Agent perform customer requests on behalf of your support team. This includes changing shipping addresses, fetching fulfillment status, canceling orders, adding discounts, and more. 

    You can use a library of pre-configured Actions for popular apps like Shopify, Rebuy, Loop, and more. And you don’t need any technical skills to set them up.

    With almost half of queries requiring some kind of update, Actions is your go-to for complete resolutions so you can get more accomplished.

    AI Agent actions are connected to ecommerce apps
    AI Agent can perform actions on ecommerce apps, right from the Gorgias platform.

    Quality built into every support ticket

    Quality checks have traditionally been manual, time-consuming, and inconsistent. Our brand new Auto QA feature changes that by automatically scoring 100% of conversations on resolution completeness and communication quality—whether from a human or AI agent.

    With Auto QA, team leads can:

    • Scale quality consistently and easily. Both human and AI agents follow the same quality standards, allowing for consistent, high-quality customer experiences.
    • Coach smarter. Use real-time QA ratings in tickets to give agents targeted feedback.
    • Track team performance. The dashboard highlights metrics by agent, showing what’s working and where to improve.
    The Auto QA Score includes resolution, accuracy, efficiency, communication and text field for feedback
    Receive automatic QA checks on all customer conversations with Auto QA.

    Gain clarity on your AI Agent’s impact

    Support teams should be in complete control of their AI. That’s why the AI Agent Report and AI Agent Insights were created—to help you know exactly how your AI Agent is performing and contributing to your customer service operations.

    The AI Agent Report provides full visibility into AI Agent’s performance, covering metrics like first response Time, CSAT, and one-touch ticket resolutions. Fully integrated into your Support Performance Statistics dashboard, the report includes:

    • The percentage of tickets automated by AI Agent
    • The number of tickets closed by AI Agent
    • Success rates for one-touch resolutions
    • How satisfied customers are with AI Agent’s responses
    AI Agent performance displays metrics like automation rate and customer satisfaction
    Monitor AI Agent’s performance with a glimpse into metrics like automation rate, closed tickets, and customer satisfaction.

    AI Agent Insights takes it a step further. It analyzes AI Agent’s performance data and provides you with a dashboard of recommendations, including potential automation opportunities, popular ticket intents to optimize, and knowledge base improvements.

    AI Insights show automation metrics and top intents
    Find out which areas of your support workflow could benefit from automation with AI Insights.

    Meet your new AI sales assistant

    Soon, we’ll be expanding AI Agent's skills with the launch of Shopping Assistant, a tool designed to assist customers on their shopping journey.

    Shopping Assistanthelps brands boost their sales capabilities through smart product recommendations, on-page checkout assistance, and personalized conversations. Now it's easier to reduce cart abandonment, suggest complementary products to boost average order value, and overcome pre-sale objections.

    This new tool will bridge the gap between marketing and CX, ensuring brands can scale personalized interactions 24/7 without increasing headcount.

    Coming soon: AI Agent for Sales
    AI Agent for Sales is coming to chat soon.

    Looking ahead with conversational AI

    As we continue to innovate with conversational AI, our focus remains on helping you succeed.

    By combining smarter tools with valuable insights, we’re creating opportunities for you to put your customers first and build deeper connections at every touchpoint.

    Join us as we pave a new way for the future of ecommerce.

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