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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.

Best AI Helpdesk Tools: 10 Platforms Compared

A breakdown of the 10 best AI helpdesk tools in 2025, plus standalone AI platforms you can plug into your current support stack.
By Tina Donati
0 min read . By Tina Donati

TL;DR:

  • The best AI helpdesks offer smart ticketing, self-service, and sales automation. They combine multi-channel support, give teams flexible AI control, and double as an upselling tool that drives revenue.
  • Each tool has a unique strength. Gorgias is best for ecommerce brands , Zendesk offers enterprise-level customization, Intercom is great for SaaS engagement, and Tidio is easy for small teams.
  • There are also standalone AI tools that integrate with existing helpdesks. Platforms like Ada, Siena, and Yuma offer automation without requiring a full platform switch.
  • Advanced AI features vary in price and availability. Some are bundled, while others charge per resolution or limit access to higher tiers.

Every delayed reply, missed ticket, or frustrated customer costs more than just satisfaction—it hits revenue, loyalty, and your brand reputation. That’s why more and more brands are investing in AI helpdesks to automate the tedious parts of their job.

But with so many options on the market, choosing the right AI helpdesk can feel overwhelming. Should you prioritize conversational AI? Multi-channel support? No-code customization? Or pricing that scales with your team?

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We’ve reviewed the 10 best AI helpdesks available in 2025, evaluating them across AI capabilities, ease of use, integrations, analytics, and pricing. 

Helpdesk

AI Features

Main Strength

Potential Limitation

Best For

Starting Price

Gorgias

AI Agent, Shopping Assistant, Auto QA

Multi-channel ecommerce support, AI shopping assistant

Ecommerce-focused

Scaling and enterprise ecommerce brands

$10/month per agent

Zendesk

Copilot, AI triage, Zendesk QA

Enterprise-grade omnichannel support

Can be complex for smaller teams

Large enterprises like banks and airlines

$25/month per agent

Intercom

Fin AI, Fin Tasks, Fin Insights

Conversational AI, proactive support

Higher learning curve for complex workflows

SaaS and mid-to-large businesses

$39/month per agent

Gladly

Gladly Hero, Sidekick Chat, Sidekick Voice

Conversation-centric support, loyalty focus

Complex implementation onboarding process

Customer-focused businesses that prioritize loyalty

Custom pricing

Kustomer

AI Agents for Reps, AI Agents for Customers

CRM-centric support

Unintuitive and laggy user interface

Mid-to-large enterprises

$89/month per agent

Tidio

Lyro AI Agent

Easy-to-use automation for small teams

May not scale for large enterprise workflows

Small to mid-sized ecommerce/service businesses

Free, $29/month per agent

Freshdesk

Freddy AI

Affordable multi-channel support

Advanced AI limited to higher tiers

SMBs and mid-market companies

$18/month per agent

Ada

Ada Voice, Ada Email

Self-service chat automation

Basic features cost extra

Large enterprise businesses

$499/month

Siena

Customer Service Agent, Reviews Agent, Siena Memory

Automated support

Lack of visibility into support and AI performance

Mid-market ecommerce and SaaS

$500/month

Yuma

Support AI, Sales AI, Social AI

Self-service & automation for growing teams

Limited integrations with broader sales stacks

Established ecommerce brands

$49/month per agent

How we evaluated the best AI helpdesks in 2025

To create this list, we evaluated each platform based on a combination of functionality, AI capabilities, usability, and industry applicability. 

Our goal was to provide a resource that CX leaders, ecommerce managers, and support teams can rely on when choosing a helpdesk that fits their business needs.

Here’s how we approached the evaluation:

  1. Feature set assessment: Each tool was reviewed for its core helpdesk features, including ticket management, multi-channel support, workflow automation, and reporting capabilities.
  2. AI sophistication: Platforms were evaluated on the depth of their AI offerings. This included natural language processing (NLP), predictive analytics, proactive messaging, and automated resolution capabilities.
  3. Ease of use and setup: We considered setup time, onboarding complexity, and the learning curve for both agents and admins.
  4. Industry applicability: We examined which industries each tool serves best. Some platforms are tailored for ecommerce, while others are more enterprise or service-focused.
  5. Pricing transparency and scalability: We noted starting costs, AI feature availability by tier, and potential scaling considerations. Affordability and scalability were important, particularly for fast-growing teams that need to balance cost with AI functionality.
  6. Supporting resources: We reviewed customer support, integrations, documentation, and community resources. A strong helpdesk not only provides AI features but also ensures teams can implement and optimize them effectively.

By following this methodology, we created a balanced, objective view of each helpdesk, highlighting what makes them unique, their strengths, limitations, and who will benefit most from them.

The best AI helpdesks of 2025

Gorgias

Gorgias is an AI helpdesk designed for ecommerce brands, helping teams streamline support while boosting both efficiency and personalization.

By unifying all customer touchpoints—email, chat, social media, voice, and SMS—into a single dashboard, Gorgias allows support teams to manage interactions without toggling between platforms.

Unlike most helpdesks, its AI capabilities go beyond basic automation. In addition to support, its AI can influence sales by assisting, recommending, and upselling to customers based on their shopping behavior.

Best for: Scaling startups and mature ecommerce enterprises looking to expand support capacity without increasing headcount

Potential limitations: Gorgias is focused primarily on ecommerce brands, which means it may be less suitable for companies that don’t use ecommerce platforms.

Pricing: Starts at $10/month, with advanced AI features available as an add-on.

Main features:

  • Automated ticket routing: AI triages incoming customer queries and assigns them to the right agent.
  • AI-generated responses: Provides instant, context-aware replies to common questions.
  • Sentiment analysis: Flags frustrated customers to prioritize urgent tickets.
  • Multi-channel AI support: Integrates across email, chat, Shopify, social media, and 100+ ecommerce apps.
  • Macros and workflow automation: AI suggests relevant responses and automates repetitive tasks.

AI features:

  • AI Agent: Conversational AI that can update, refund, and replace orders, cancel/skip subscriptions, and even carry out custom-made actions.
  • Shopping Assistant: A proactive AI tool that guides, upsells, and recommends products to shoppers through chat. It helps CX teams increase sales and AOV.
  • Auto QA: Upgrades service quality by automatically evaluating 100% of private text conversations, whether handled by a human or AI. Each message is scored on metrics like Resolution Completeness, Brand Voice, and Accuracy.

Zendesk

Zendesk is a widely adopted AI helpdesk solution that caters to teams of all sizes, from small businesses to large enterprises. It’s known for its robust ticketing system, extensive integrations, and customizable workflows, making it a versatile choice for teams across industries.

Best for: Non-ecommerce enterprises and businesses like airlines and banks

Potential limitations: Advanced AI features and enterprise-level plans can be expensive for smaller teams, and some users report that customization for niche workflows can be time-consuming.

Pricing: Starts at $25/month per agent, with advanced AI features and enterprise options available on higher tiers.

Zendesk Auto Assist suggests a reply.
Zendesk Copilot suggests replies, which agents can approve or edit.

Main features:

  • Unified ticketing: Centralizes requests from email, chat, phone, social media, and messaging apps.
  • Macros and workflow automation: Automates routine responses and processes to reduce agent workload.
  • Advanced analytics: Offers real-time dashboards and reporting to track support performance and customer satisfaction.
  • Multi-channel support: Integrates seamlessly with major ecommerce, CRM, and communication platforms.

AI features:

  • Copilot: Assists support agents in providing consistent replies, suggests next steps, and can even perform actions on agents’ behalf.
  • AI triage: Automatically categorizes tickets and routes them to the appropriate team member.
  • Zendesk QA: Scores the quality of interactions to help you get an overview of support performance.

Intercom

Intercom combines live chat, messaging, and AI automation into a single platform that focuses on proactive customer engagement. Its conversational AI makes it easy for teams to interact with customers in real time, while its automation tools help reduce response times and increase efficiency. 

Best for: SaaS companies, software companies, and mid-market teams

Potential limitations: Companies looking for a plug-and-play AI solution will need to invest time in setting up Intercom. Customers report a steep learning curve when creating workflows, organizing users, and implementing new automations.

Pricing: Starts at $39/month per seat. Fin AI is available as a standalone product for $0.99 per resolution (50 resolutions per month minimum) if you have an existing helpdesk.

Intercom's Fin AI comes with a preview environment to test AI responses.
Intercom’s Fin AI lets you test its responses before you go live.

Main features:

  • Live chat and messaging: Provides instant support via website, mobile apps, and email.
  • Inbox and workflow management: Centralizes customer conversations and automates repetitive tasks.
  • Customer segmentation: Enables targeted messaging based on behavior, subscription plans, or engagement levels.

AI features:

  • Fin AI: Intercom’s AI assistant responds to common questions, freeing agents to handle complex issues.
  • Fin Tasks: Performs actions like retrieving order details, processing refunds, reorders, and more.
  • Fin Insights: Provides a deep look into recurring trends and issues across conversations.

Gladly

Gladly is a customer service platform built around the concept of conversation-centric support, treating every customer interaction as a continuous dialogue rather than isolated tickets. 

Best for: Customer-focused brands that prioritize personalized, ongoing conversations over transactional support—especially retail, financial services, and subscription businesses that want to strengthen loyalty.

Potential limitations: Smaller teams may find it more than they need, and advanced customization can require professional services.

Pricing: Available on request, with plans typically tailored to enterprise support teams and scaled based on users and features.

Gladly's Customer Profile lets you see customer details including relationships and conversation history.
View customer details, relationships, and past conversations on Gladly.

Main features:

  • Unified customer timeline: Combines all interactions—email, chat, social, SMS—into a single, chronological view.
  • Personalized workflows: Tailors automation and routing to individual customer needs.
  • Team collaboration tools: Enables seamless handoffs and internal notes for faster issue resolution.

AI features:

  • Gladly Hero: Customer profiles created from conversations that include preferences, relationships, and purchase history.
  • Sidekick Chat: Instant answers to requests like returns, account updates, and refunds.
  • Sidekick Voice: Real-time, AI-powered phone support with SMS follow-ups.

Kustomer

Kustomer is a CRM-centric AI helpdesk that integrates customer support and relationship management in one platform. Its AI capabilities allow teams to automate repetitive tasks, route tickets intelligently, and gain insights into customer history, making it ideal for businesses with complex support workflows.

Best for: Mid-to-large enterprises that prioritize powerful, custom reporting

Potential limitations: Users report an unintuitive and laggy interface, which can slow down large support teams that handle high support volumes.

Pricing: Starts at $89/month per seat, with AI features available as add-ons.

Kustomer's AI Agent for Reps provides quick summaries of conversations.
Kustomer’s AI Agent for Reps provides a summary of conversations for handoffs.

Main features:

  • Unified customer profiles: Consolidates all interactions, purchases, and support history in one view.
  • Workflow automation: Streamlines processes with rules-based ticket routing and escalation.
  • Advanced reporting: Tracks key support metrics and agent performance.

AI features:

  • AI Agents for Reps: Offers real-time assistance, from drafting responses to updating records and summarizing conversations.
  • AI Agent for Customers: Allows the creation of multiple AI Agents for specialized tasks.

Tidio

Tidio is an AI-powered live chat and messaging platform built for small to mid-sized businesses looking to combine automation with personalized support. Its ease of setup and affordability make it a strong choice for teams new to AI helpdesks.

Best for: Small to mid-sized ecommerce or service-based businesses looking for an easy-to-use AI chat solution to automate FAQs

Potential limitations: May not scale well for large enterprise businesses. 

Pricing: A free plan is available, with paid plans starting at $29/month per agent and AI features as add-ons.

Tidio's Lyro AI provides suggested questions to answer so it can expand its knowledge.
Tidio’s Lyro provides suggestions for improving its knowledge.

Main features:

  • Live chat and messenger integration: Supports website chat, email, and social messaging.
  • Drag-and-drop chatbot builder: No coding required to deploy automated responses.
  • Ticket management: Organizes queries for quick resolution by agents.

AI features:

  • Lyro AI Agent: Conversational AI that answers questions based on support content.

Freshdesk

Freshdesk is a helpdesk platform that combines AI automation, omnichannel support, and workflow management. It’s known for ease of use and affordability, making it popular among SMBs and mid-market companies.

Best for: SMBs and mid-market companies looking for an affordable, easy-to-implement AI helpdesk

Potential limitations: Some advanced AI functionality is limited to higher-tier plans. Large enterprises may require additional configuration to fully leverage AI features.

Pricing: Plans start at $18/month per agent, with AI capabilities and advanced automation available on higher tiers.

Freshdesk's Freddy AI can help reword responses for better communication.
Freshdesk’s Freddy AI can help improve responses by rephrasing, enhancing tone, and expanding.

Main features:

  • Multi-channel ticketing: Consolidates email, chat, phone, and social support.
  • Automation and workflows: Rules and macros automate repetitive tasks.
  • Analytics and reporting: Provides insights into performance and customer satisfaction.

AI features:

  • Freddy AI: Fetches order details, resolves questions, updates customer profiles, and more using approved data.

Standalone AI tools you can integrate with existing helpdesks

Not ready to move helpdesks? These standalone AI tools plug into your existing helpdesk to add automation, self-service, and conversational support.

Ada

Ada is focused on conversational automation, enabling teams to provide self-service solutions that reduce ticket volume while improving response times

Its no-code interface makes it accessible for non-technical teams, and its AI capabilities allow for personalized customer interactions at scale.

Best for: Large enterprise businesses looking to reduce support tickets through chat-based support

Potential limitations: Basic features that are free on competitor platforms cost extra on Ada, which limits smaller businesses looking for an all-in-one solution.

Pricing: Starts at $499/month for essential AI features. Higher-tier plans are available on request.

Adjust how Ada's AI agent responds to certain questions.
Ada lets you coach your AI on how to respond to specific questions.

Main features:

  • No-code chatbot builder: Quickly design and deploy AI chatbots across web, mobile, and messaging apps.
  • Ticket deflection: Automates repetitive queries to reduce human agent workload.
  • Multi-language support: Offers conversational support in multiple languages to serve global audiences.

AI features:

  • Ada Voice: AI-powered phone support that can respond to customers, take action, and escalate issues in real-time.  
  • Ada Email: Instant, personalized replies for email threads with the ability to hand off to agents.

Siena

Siena is focused on providing automated support for rapidly growing ecommerce and SaaS brands. With an emphasis on efficiency and self-service, Siena helps teams reduce ticket volume and respond faster, while giving managers visibility into performance metrics.

Best for: Mid-market ecommerce and SaaS companies that want to combine automation with insights

Potential limitations: Lacks clear visibility into AI performance, which can keep support teams in the dark about support performance and customer satisfaction.

Pricing: Starts at $500/month with automated tickets at $0.90 each. 

A conversation between a customer and Siena.
Siena can adjust its voice to suit your brand’s tone. 

Main features:

  • Omnichannel support: Handles email, chat, and social media from a single dashboard.
  • Custom workflows: Automates repetitive tasks and ticket routing based on rules and customer data.
  • Reporting and analytics: Tracks support KPIs and team performance in real time.

AI features:

  • Customer Service Agent: Provides contextual, automated responses for common queries.
  • Reviews Agent: Responds to every customer review with personalized feedback.
  • Siena Memory: Stores key details from customer interactions and turns them into insights reports.

Yuma 

Yuma is focused on conversational automation and self-service solutions. It is designed to reduce agent workload while providing fast, personalized responses, making it appealing to growing ecommerce teams.

Best for: Established ecommerce brands looking to integrate sophisticated conversational AI alongside their current helpdesk

Potential limitations: Limited integrations with broader sales stacks mean brands prioritizing sales will have a hard time creating a smooth workflow.

Pricing: Starts at $350/month for 500 resolutions, with higher-tier plans for more resolutions.

Yuma AI can respond to your social media comments.
Yuma AI automatically responds to comments across your social media channels.

Main features:

  • Omnichannel support: Handles chat, email, and social messaging from one platform.
  • Self-service portals: Allows customers to resolve common issues independently.
  • Workflow automation: AI assists with repetitive tasks and ticket routing.

AI features:

  • Support AI: Replies to customers on email, WhatsApp, SMS, and social media using your brand’s voice.
  • Social AI: Instant responses to social media comments, DMs, and tags. 
  • Sales AI: Guides shoppers to the relevant product and tracks bestsellers.

What features to look for in a good AI helpdesk

The best AI helpdesk makes support efficient, personalized, and scalable. 

Here’s a quick checklist of what to look for when evaluating an AI helpdesk:

  • Smart ticket management
  • Self-service workflows
  • Multi-channel support
  • Sales and upselling capabilities
  • User-friendly AI controls
  • Performance insights
  • AI learning and improvement

Feature

What It Is

Benefit to CX Team

Smart ticket management

AI that deflects repetitive tickets and routes complex issues to agents via macros, recommendations, and copilots

Frees up time for higher-value tasks like customer retention and streamlined experiences

Self-service workflows

Automated execution of order edits, address changes, refunds, and cancellations—whenever customers ask

Eliminates time spent on repetitive requests while offering 24/7 support

Multi-channel support

All-in-one platform consolidating email, chat, SMS, social media, and phone interactions

Eliminates the need to switch between platforms while giving customers a variety of contact options

Sales and upselling capabilities

AI that analyzes shopper behavior and delivers targeted assistance, product recommendations, and offers

Maximizes revenue impact for CX teams by directly influencing customer buying decisions

User-friendly AI controls

Intuitive tools and toggles for adjusting AI behavior through knowledge bases

Allows teams to test and deploy AI quickly without technical expertise

Performance insights

Dashboards displaying performance metrics, support KPIs, revenue impact, plus custom reporting

Maintains support quality while providing scalable insights that grow with your business

AI learning and improvement

Quality assurance features that improve AI through feedback, corrections, and knowledge updates

Enables accurate responses that lead to consistent support quality and increased customer satisfaction

Key takeaways from our review

The future of customer support is AI-driven, and the tools you choose today will define the efficiency, responsiveness, and satisfaction of your support team tomorrow. 

If it's still early in your AI helpdesk journey, we have additional resources to help you learn more from the pros before getting started:

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

Further reading

Reduce Customer Support Load

3 Ways to Reduce the Load On Your Customer Support Team

By Ross Beyeler
8 min read.
0 min read . By Ross Beyeler

By Ross Beyeler, Founder and CEO of Growth Spark


Often, a support team answers the same questions over and over…


Or issues returns repeatedly for reasons that could be addressed internally…


Maybe the sizing isn’t well represented, the fulfillment house has mixed up SKUs, or your product images aren’t clear or detailed enough.


If you can lighten the load for your customer support team, you can save significant time and costs, while at the same time improving the buying experience for your customers.


The goals here are to:


  • Reduce repeat inquiries
  • Shorten first response times
  • Speed up problem resolution time
  • Lower overall customer care costs


The key is to address your customers questions and issues before they ask your support team. Here's how you do that:


A Better FAQ Page


91% of shoppers would gladly try to answer their own questions first using an online knowledge base or FAQ page before reaching out to a customer service team, according to a survey by Coleman Parkes for Amdocs.


This means that your FAQ page is a huge opportunity to answer your customers’ most common questions and issues so they don’t need to reach out to customer support.


FAQ information typically falls into one of two distinct buckets: product-specific and buying process.


Product Specific: Common questions about individual products may be better off addressed on the product pages rather than in a broad FAQ page. You may need to provide clearer or more comprehensive product descriptions, or consider more or better photography to clear up common product questions.


Buying Process: Questions about shipping, returns, policies, and other operational topics are best addressed in a single easy-to-find page like an FAQ.


When is the last time you cross-checked the content of your FAQ page with the data from your customer support team?


There are many customer support tools like Gorgias that will make it easy for you to track the reasons behind why users submit a ticket.


Once you begin tracking the topic, or tag, of your questions, you can easily identify the questions that top the list, and permanently add the responses to the FAQ.


Bonus points: Prioritize the FAQ page based on the frequency of each customer service inquiry so that the most relevant answers are closer to the top.


Your next step is to set up a monthly meeting with your head of customer service to review the feedback coming in from your customers and ask yourself:


  • What are the most frequent topics of support inquiries?
  • What issues take up the majority of your support team’s time and resources?
  • What issues are emerging or could emerge do to seasonality or new initiatives within our company?


Remember, an FAQ page is:


  • Easy to find
  • If shoppers can’t find it quickly and easily, they won’t use it and all your work answering all of their questions will go to waste. If you have an answer on your FAQ page, yet people are still inquiring, they might be having trouble finding the page.


  • Searchable
  • Include a search bar so that shoppers can easily find the answers for their specific problem without having to read through everything else.


  • Easy to read
  • Use simple, conversational language. Technical slang gives most of us a headache, and leaves most people reaching for the closest live human to explain it in terms they understand.


For more on FAQ pages, check out this Shopify article.


Now that you have your FAQ page squared away, be sure to track visitors to the page and note any changes in volume, and look for changes in your support ticket volume around those related questions.


Remember: You should never answer a support ticket only by referencing your FAQ page. Always include the information they are asking for directly within your response. After that, let the customer know that there is an FAQ page for more information, to avoid future tickets.


See Where Your Customers Get Tripped Up


Have you watched actual customers explore your online store to see where they stumble?


Customer behavior tools like Hotjar make it easy to review how customers navigate your website. One way that customer behavior analysis tools can help you understand exactly how your customers are using your site is with heat maps.


image


A heat map is a visual representation of the most popular (hot) and unpopular (cold) elements of a website page. They can give you an at-a-glance understanding of how people interact with individual website pages. Elements that get the most views and interaction are shown in red, so you can immediately spot what your users are clicking on. Those that most people tend to ignore appear in blue.


Once you know which parts of your website are most (and least) useful to shoppers, you can tweak those elements to make the on-site experience easier to use.


Customer behavior data can inform on-site improvements, such as:


  • Identifying any “dead” pages so you can remove them
  • Recognizing “deep” content that requires too many clicks for customers to reach, and making it more visible or accessible
  • Ensuring that customers can easily see and access main links, buttons, and CTAs
  • Making sure that important elements are getting the attention they deserve
  • Checking whether any static elements are getting clicked too often, and adjusting them to clarify that they aren’t a linked object


It may require some A/B testing to ensure your changes deliver results.


Learn from Returns


According to a recent Shopify post, during the holiday season, Ecommerce returns surge to 30 percent (or as high as 50 percent for “expensive” products).


Return deliveries are estimated to exceed $550 billion by 2020 in the U.S. alone.


Many of those returns are probably associated with a customer support ticket - whether customers are asking questions about the product they received, or need help processing their return.


Anything you can do to reduce the number of returns - and the number of customer support requests associated with them - can mean a huge boost for your bottom line.


So, what causes returns?


Returns can often be traced back to a disconnect between customer expectations and the reality of the product once they receive it. It may be that:


  • It doesn’t fit the way they expected
  • It doesn’t look or feel like they thought it would
  • Delivery came later than they expected (or not at all)


All of these problems (and more) can be prevented in advance with improvements to your website content.




Sizing Issues

While fit can be a difficult factor to get right online, including detailed dimensions is a big step in the right direction. Some apparel merchants are taking sizing one step further with interactive fit guides, like the one above Nudie Jeans, which uses an app integration called Virtusize:.

image


Appearance Issues

Poor quality or not enough product images can make it difficult for customers to accurately understand what your product will look like when it arrives at their home.


You can easily reduce your return rate by making sure your product photography is clear and high-quality, and illustrates all of the primary parts of each product. More complicated or detailed products can also benefit from a video or 360-view.


Detailed product descriptions can also help address confusion about product appearance and feel. Sol de Janeiro does this with a multi-tab product content area that defaults to a brief product highlight, with additional tabs to provide more details.


image



Fulfillment Issues

Are orders not being fulfilled to the right customers?


Are deliveries taking longer than they should?


Analyzing your fulfillment data and using that information to make adjustments to your website content - such as average delivery times - can help eliminate a source of customer support calls.


image


For example, maybe you want to be able to deliver every order within two days, but your current fulfillment resources simply can’t make that happen consistently. Being up-front and clear about realistic delivery times (like The Black Dog does in their Shipping FAQ page, above) will help set customers’ expectations appropriately.


Bonus: To get setup on two day shipping, consider our partners at ShipBob.


Final Thoughts


Continue to study your on-site data using Google Analytics or Shopify’s native analytics and look for high exit % pages. These may be pages where prospects or customers are running into a dead end and being forced to turn to support.


You can also create a goal in Google Analytics that corresponds to contacting support, then reverse the user path to determine which pages lead to them submitting a ticket / hitting that “contact” or “support” button.


Chances are, there are a few areas of “low hanging fruit” that can make significant improvements to your customer support load once you find them and address the root concerns. And with those small fixes, you could see a big impact on your bottom line, and a better on-site experience for your customers.


Read more about customer support on our trusted partner’s site, Growth Spark:


Best Practices for Shopify E-Commerce Customer Service

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Customer Loyalty Ecommerce

Customer Loyalty: Bringing The Human Touch Back To Ecommerce

By Mollie Woolnough-Rai
3 min read.
0 min read . By Mollie Woolnough-Rai

Ecommerce has become awash with digital bells and whistles. Technology has no doubt enhanced the shopper experience but the rapid rate of digital innovation has had a profound effect on customer expectations. By 2020, customers expect brands to automatically personalize experiences to address (not just predict) their current – and future – needs.

But, although customers expect more in terms of tech, they still crave the person-to-person connection. In fact, 75% of consumers want to see more human interaction, not less.

At LoyaltyLion we know that bringing back this human-touch depends on providing a good customer experience. Clearly, a worthwhile cause, as studies show that 86% of shoppers who received great customer care are more likely to repeat purchase. By going the extra mile to treat your shoppers as people – rather than numbers – you can secure a faithful, constant customer base.

Here are three insights that will help you bring the human touch back to your online store.

Use Data To Personalize Communications

Each customer is unique. They interact with your brand in different ways, all while having their own personal needs and desires. When a customer feels that you have taken the time to understand their unique requirements, they will trust and value your brand more.

Data and personalization go hand in hand. By using member information to learn how customers engage with your loyalty program, you can understand their feelings towards your brand and react accordingly. Being data-driven is the key to true e-commerce success.

One golden opportunity to personalize your communications this is through targeted emails. Use your Gorgias dashboard to identify past interactions and purchases, as well as a customer’s loyalty points balance. You can then use that member data to create bespoke rewards that you can send right to your customer’s inbox.

Maybe you’ve noticed that they keep eyeing a specific product range? If so, give them discounts on new products in that collection to tempt them to back to buy again. Or perhaps you’re aware that they’re just a couple of points away from their next reward. Give them a little nudge to return and receive their reward sooner. For example, LoyaltyLion user Dr. Axe alerts customers when they have rewards waiting to be claimed, and suggests a particular product to redeem that reward on.

Find Ways To Delight Customers

Shoppers love to feel that they’re your only priority and that you care about them on a personal level. They want to feel valued as individuals, not just another number in an extensive database.

Loyalty strategies should incorporate ways to surprise and delight customers. For example, making it easy to offer customers points on their birthday or taking a moment to personally congratulate them when they’ve made a certain number of purchases with you. Beauty Bakerie, for example, offers their customers 500 points on their birthday.

With Connectors for Shopify Flow, it’s easy to use LoyaltyLion and Gorgias to set up triggers that automatically create tickets on a customer’s birthday, reminding a representative to get in touch. It’s the thought that counts and going the extra mile will ensure your customers trust and remember you. Plus, you’ll feel good about it too!

Convert Negative Experiences Into Positive Ones

Customers get frustrated when they feel their complaints aren’t taken seriously. Dissatisfied customers will tell between nine and 15 people if they have a bad brand experience. Using Gorgias’ helpdesk and macros, you can help resolve complaints whilst maintaining a personal touch. For example, ethical online yarn store, Darn Good Yarn uses the helpdesk to analyse and automate how they solve common customer issues, using a whole database of the shopper’s history to address specific queries in a more informed way.

If you are reacting to customers have had a negative experience, your loyalty program can help you demonstrate you care. You might consider offering bonus points or benefits such as free delivery, or moving them up a loyalty tier so that they can unlock more exclusive rewards in the future. These tokens of appreciation can turn a bitter experience into a sweet deal.

Research shows that 94% of customers who have their issues solved painlessly said they would purchase from that company again. This shows that helping customers to solve their problems is key to securing their long-term loyalty. Treat your most valuable customers well by making their shopping experiences as easy as possible. In return, they’ll give you their loyalty.

It’s all about people-to-people

In a world where technology and data can give ecommerce stores a competitive edge, there’s a risk that we could lose touch with the human side of retailing. Human exchanges are still, and always will be, the primary driver of loyalty. So, use digital personalization to your advantage and treat your customers as individuals.  

Small Engineering Team As A Competitive Advantage

Small engineering team as a competitive advantage

By
6 min read.
0 min read . By

It's been over 3 years since we've started working on the Gorgias helpdesk. The engineering team started with just me (Alex) and then gradually grew to a team of 5 people. We're a small team, but we've accomplished a lot during this period. Here are some stats from 0 code/customers/revenue in Oct 2015 to this:

  • Handled over 16 million tickets.
  • 2000 daily active sessions with an average length of ~4h each.
  • 600 paying customers (companies).
  • 17% MoM revenue growth.

Modest numbers to be sure, but we're very proud that people use our product in a big part of their workday and hopefully are becoming more productive while doing so. The whole idea behind our product is to scale customer support with as little resources as possible. Given this, perhaps it's only natural to build our product with a small team as well?

We've been suffering chronically from "not having enough people" - we still do. That forced us to adopt a certain engineering culture that I want to talk about in this post.

When we first started building Gorgias, having just a few people on the team allowed us to progress at a pace where we could collect real feedback from our customers with things that really mattered to them rather than building every feature they ask for. A lot of their asks seemed legitimate, but because we didn't have a lot of people it forced us to prioritize the critical, high impact things first.

Having a small team can act like a barrier that blocks you from building a bloated product.

I want to make more of a case for the above statement, but first I'd like to get a bit more into what we did during the 3 year period.

Once we've build an initial version of the app and got our first customers we quickly realized that building a "second Gmail" is super-hard:

  • Communication protocols (email/facebook/etc..) are complicated - we knew that before we even started, but it's difficult to describe the amount of work that needs to get done to make them work correctly. The amount of corner cases and weird protocol quirks is just staggering. In fact I would even go ahead and say that if you're integrating with any kind of external systems (webhooks, REST apis, etc..) then you're going to have a very hard time making them work correctly.
  • Having a highly-available and fast app is very hard when you don't have a team of full-time SREs. Scalability was not our big concern when we first started because we didn't have customers, but having an app that was always on was very important, remember the ~4h average session length? It meant that we had to make some architecture and infrastructure decisions that allowed for a high uptime.
  • Customer support software space has a very high barrier for entry these days. You need to have certain features before people start to even consider you as a platform. The switching costs are high as well because now you have to train your people on a new app and changing people's routine is hard.

It takes a lot of effort to get to a point where you can compete with the likes of Gmail or Zendesk - both amazing products btw. This was definitely the case for us, for close to 2 years we had only a couple of customers and our product wasn't that good if we're being honest.

So what changed a year ago? To put it simply: our product didn't suck anymore. Or sucked less. It had that minimum set of features and stability that made it attractive enough to our main customer base (Shopify merchants) that were passionate about productivity in the customer support space. That, and the tenacity of our CEO Romain who was convincing everyone that they should use us.

So we started having our second wave of early adopters and all our hard work was finally starting to pay-off!

Now that we had more and bigger customers we were starting to have performance issues, our app was slow, suddenly we were starting to get bombarded by viral facebook posts events or promotional events via an email campaigns, we didn't have enough monitoring in place, our app was pretty inefficient, the main database was a frequent source of congestion. So we started fixing those issues while still receiving numerous feature requests.

Thankfully we didn't actually optimize our code that much before (no customers!) and there were a lot of low hanging fruits at first, but it still put a lot of stress on the team which was becoming tired and overworked and requested to hire more people to build those features and help with the performance issues.

We all agreed that it would be for the best to have more people on the team, but hiring is hard. Competent coders are not just randomly looking for the next gig. SF is also a very expensive city and for a startup that raised $1.5M and a 2 years of money burned we couldn't really compete with other players in town. We've started working with some great devs in Europe, we worked with a few talented interns as well and we tried to get by until we could have more customers and hopefully raise some more money to hire more people.

I could speak more about hiring in the Bay Area and there are a lot of things we did wrong and still have a lot of things to learn, but that's probably an even longer post than this one. But yeah, it's hard to find someone good, it's expensive, etc...

So what is the situation right now? Well, it's not much better. We've raise d a seed extension round from SaaStr with Jason Lemkin and hired a few people in the Growth team, but we still have a hard time hiring in SF or remote. In the meantime we have a small team and want to talk about that.

On the importance of saying NO

I think it's important to realize the advantages of having a smaller team and the single most important super-powers that you're forced to acquire is saying NO more often that you would with a bigger team. If you have a bigger team and say no to a feature, new platform, integration, etc.. it's harder to justify the decision. There are arguments like:

... we have enough devs! They are paid to make features, so what's the problem!?

... the data shows that 50% of our customers are saying that they want this or that feature, we must build it!

But do we absolutely need to build that feature? Are the customers going to be a lot less effective with your product otherwise? Is it going to be a big boost for them or just a nice improvement? Once a feature is there you have to maintain it, fix bugs, improve it, etc.. The thing with data driven decisions is that sometimes it can be biased towards some historical practice that might not have a place in your current world.

Now, I'm not saying that you shouldn't listen to your customers, you absolutely have to, but be sure you understand well what they want before taking action and understanding takes time. Having an artificial brake on your enthusiasm might be a good thing.

Engineers build things, the natural tendency is to accept any technical challenge because of ego, curiosity, fun, etc... It takes discipline to say no and stick by it. A small team is making it easier to do it.

Automation

When you have a small team you're forced to automate a lot more often some of your workflows. You don't have the luxury to do repetitive stuff so:

  • You start writing more tests because you don't have people hired in QA and you don't want to repeat the same tests all the time.
  • You add optional static typing, linting and other code quality tools because you don't have time to deal with random type errors or have debates about tabs vs spaces.
  • You resolve repetitive bugs by doing some refactoring because you can't deal with the constant flow of tech support tickets.
  • You make a lot of tasks retry-able so if a HTTP request to facebook failed you don't have to manually retry them.
  • Cronjobs, cronjobs everywhere.

Building the right culture is a long process

People that work at Gorgias come from different backgrounds and sometimes it can be challenging to be on the same page. In some cases our work processes are similar to many other companies:

  • Github for our code and issues.
  • Code-reviews on Reviewable - it's awesome!
  • Jenkins to build our docker images and upload them to google cloud.
  • Kubernetes to run everything on GKE.
  • Sentry to collect production errors.
  • Datadog to monitor everything.

But there is so much more than just the above processes to engineering:

  • The way we all come together and decide how certain things will be built or fixed.
  • The way we talk about a certain API decisions and refactoring.
  • The way we deal with an outage and a bad bug that affects our biggest customers.

These things need time to happen to be embedded in your engineering consciousness and if you're the first-time founder (like myself) you also need the time to understand how to operate in this environment.

Management overhead

Never managed a big team so I can't really speak about it's dynamics, but I would expect that because there are more people there is a lot more bandwidth you have to manage, a lot more people have to agree, a lot more politics have to be settled. I don't look forward to that to be honest, the more time I can get away with hiring as little as possible without a big sacrifice of our growth as a company the more I'll try to delay it.

I conclusion I would say that it's totally fine to have a small team, in fact, I'm considering it a competitive advantage that you should try to keep as long as you can.

The irony

I made a point in this post that having a small team is a competitive advantage, but I also think that we are ready to grow our team a bit. Yep, we're hiring!


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Octane AI Integration

Scale your Messenger marketing with Octane AI and Gorgias

By
1 min read.
0 min read . By

Facebook Messenger is becoming a new marketing channels for brands. They use it as a way to build personal relationships with customers and to drive higher conversion than traditional email marketing.

Today, we're excited to announce our newest integration: Octane AI.

The challenge with Messenger marketing

When a brand launches a marketing campaigns on Messenger, it typically leads to insane conversion rates. That's why the trend is on the rise.

Another consequence is that a lot of customers respond to promotional Messenger communication. This generates a spike of support requests, that your support team has to deal with.

Our integration with Octane AI lets you handle this support spike directly in Gorgias. Your agents have context about the customer: they see the conversation history before the Messenger conversation (did the customer email you last night?), and allow you to take action, like editing or refunding an order

What you can do with the integration

  • Respond to requests from customers, to make sure none of them falls through the cracks
  • See the order data from Shopify next to your Messenger conversations
  • Automatically respond to common questions, such as "where is my order"

Customers are already using Octane AI and Gorgias. Here's what Live Love Polish has to say about the Octane AI and Gorgias integration:

“We’re really thrilled that Gorgias and Octane AI came together to make the customer service experience over Messenger even better for our customers. Accessible customer service is central to what we do at Live Love Polish. Answering customer questions via Messenger has made our customers happier.”

Do you want to give this a shot? If you use both tools, just connect your Facebook page to your Gorgias account and see the magic happen. If not, create a Gorgias account, or sign up for Octane AI.

Do you have questions? Just hit the chat bubble, our team would love to tell you more about the integration!

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Integrate Your Smile Io Account To Gorgias

Integrate your Smile.io account to Gorgias!

By Axelle Heems
1 min read.
0 min read . By Axelle Heems

Loyalty programs are widely used amongst e-commerce merchants to grow and maintain market share by improving the number of repeat customers and attracting new ones. These programs come in different formats - from loyalty points to surprise gifts depending on the level of loyalty of each customer - and have proven efficient to help brands build a community of consumers based on the emotional attachment to their identity and values.

As a customer support helpdesk, Gorgias is focused on providing the best experience for both end-consumers and support agents. Consequently, giving access to the most accurate information about your customers’ loyalty status enables your support team to adapt their answers to customer requests.

Thus, it seemed only natural that we partner with Smile.io, a rewards platform that has helped over 20,000 merchants reward their most loyal customers for performing profitable actions.

With Smile, you can create and manage reward programs such as loyalty points, referrals and VIP programs, to build a fruitful relationship with your customers.

Because Gorgias is appreciated for its ease of use and automation tools, we have decided to build a strong integration with Smile: not only can your support team have easy access to all the necessary data about your customers, but they can also use Smile variables in canned responses (or “macros”) and automation rules.

  • Display your customers’ Smile profiles next to tickets

Display-Smile-profiles-next-to-tickets-1

  • Use Smile variables (loyalty status, points balance, VIP program, referral url) in both your macros and your rules
Use-Smile-variables

By integrating your Smile account to Gorgias, you’ll be able to improve yet again not only your customer support but also your customers’ engagement to your brand. Our early adopters of the integration are already thrilled by it!

"We're loving the Smile integration so far! Having access to the variables in the automation features of Gorgias (macros and rules) is a game-changer, especially now that we're focusing on improving our loyalty program. It would be great if the integration went a little further in the future to enable editing loyalty points!"

Chris Storey, Founder and CEO at Dinkydoo

If you're already a Gorgias customer, you can connect Smile directly from your Gorgias account, in the Integrations section. If not, you can create an account here and get started in a few minutes.

Announcing The Okendo Integration

Announcing the Okendo integration

By Axelle Heems
1 min read.
0 min read . By Axelle Heems

Here at Gorgias, our aim is to provide the best customer support tools to our clients, whatever their specific needs. The more you grow, the more we work to develop our offer so that you can benefit from a tailor-made spectrum of integrations. As your business becomes more successful, you need to adapt your website to a fast-growing community of consumers, especially regarding the quality of your reviews and how they appear.

This is why today we are proud to announce our new partnership with Okendo, a customer-marketing platform perfectly suited for high-performance Shopify businesses.

Okendo helps Shopify’s fastest growing companies like oVertone, Paul Evans and Dormify build vibrant customer communities through product ratings & reviews, customer photos/videos and Q&A.

Along with this, Okendo gives you the tools to leverage customer generated content across other marketing channels such as Google Search, Google Shopping, Facebook and Instagram.

Since one of the key advantages of using Gorgias is to manage all your customer support in one dashboard, we decided to design a straight-to-the-point integration:

If a customer leaves low rating review such as < 3 stars and/or with negative sentiment, Okendo can automatically create a ticket in Gorgias. This way, your staff can quickly engage in a conversation with them to understand what went wrong, and address the issue immediately.

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We believe this integration will take your customer support teams to the next level, as Okendo has already convinced some of our key clients.

"One of our biggest assets is our unique customer community, so being able to maintain it as active and engaged as possible is key for our business. And making sure that we address any negative experience efficiently and in no time is just as important: this is exactly what the Okendo integration within Gorgias has enabled us to do, by automatically creating a ticket for these cases with the review displayed right next to it."

Dan Appelstein, Founder & CEO at BeGummy

"Aside from being excellent at building shopper trust, reviews enable us to identify customers who, for whatever reason, have had a less than stellar experience. The Okendo + Gorgias integration enables us to flag these instances and automatically assign a Gorgias ticket to a member of our Client Services Team, so that we can follow up and do our best to assist them with whatever issues they're encountering. This integration, along with Okendo’s consistent availability and unwavering support, have made the integration between these two platforms seamless and successful!"

Jae Sutherland, Director of Client Service at oVertone

If you're already a Gorgias customer, we can introduce you to Okendo to implement the integration directly from your Okendo account. If not, you can create an account here and get started in a few minutes.

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Campus Protein

How Campus Protein built a multi-million dollar business

By Sid Bharath
8 min read.
0 min read . By Sid Bharath

The supplement industry is not often the first thing that comes to mind when looking to start a new business. It’s crowded, the barriers to entry are low, the margins are thin, and there are some established and well-known brands with large budgets to outspend competitors.

And yet, Campus Protein, a provider of supplement to college students that started in a dorm room in 2010, has managed to carve itself a highly profitable niche and power its way to millions of dollars in revenue.

No, there’s no magic sauce or secret weapon that helped them do it. They have the same access to resources as everyone else. In fact, they have a smaller team than older brands in the space.

The only difference is they focused on one thing that others in the industry weren’t, the customer experience. This is the story of how they did that and dominated behemoths like GNC in colleges across the US.

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Identifying The Problem

Before coming up with the idea, founder Russell Saks was just another sophomore at Indiana University. After joining a fraternity, his new friends convinced him to start hitting the gym.

As Russell started getting into fitness, he noticed that every month his friends would head to the local supplements store to purchase $200 to $300 worth of protein and workout drinks. These were the same people who always complained that they didn’t have beer money on the weekends. Yet here they were, spending hundreds of dollars on supplements without batting an eyelid.

In any industry as crowded as the supplement industry, there are always cheaper options. You can go online and buy your supplements at a much lower price than at the local store. However, the drawback is that you have to wait for it. And, as Russell found out, college students never planned ahead and always needed their next tub of protein powder instantly.

Ever the entrepreneur, Russell figured there was an opportunity here. If he could combine the affordability of online prices with the same-day delivery of the local store, he had a business. All he had to do was bulk order product from a low-cost site in advance, store it locally, and then redistribute it to students when they needed it.

As with any business, those initial days were rough. Yes, there was demand and Russell would often sell out each batch soon after they came in, but the margins were razor thin. To maintain cost-effectiveness, Russell sometimes had to take a loss on certain products.

On top of that, Russell found that his life was getting consumed by the fledgling business. To scale it up, he needed help. His friend and first business partner (now Chief Sales Officer), Mike Yewdell, was a fellow student at Indiana University with lots of connections. With his network, they quickly became the go-to source for supplements on campus.

Russell’s next stop was his high school friend (now business partner and CMO), Tarun Singh, who was studying in Boston University at the time. Tarun noticed the same problems at his school and quickly expanded Campus Protein to his school and then the entire Boston area.

The final piece fell into place when they entered into a business competition and won $100,000 to scale up. With the up-front money, they could negotiate deals with supplement makers to improve their margins, and expand to more college to increase sales.

Today, Campus Protein is in over 300 colleges across the US and shows no signs of slowing down. But none of that would have happened if Russell hadn’t been hyper-focused on a certain type of customer and their needs.

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Customer Experience As A Growth Channel

One thing Russell learned early on was that college students had very specific needs. Thus, they craved a personalized experience. They needed help with what supplements to buy based on their goals and budget.

At the local supplement stores, Russell noticed that they couldn’t get any of that. Firstly, they sold to everyone so they didn’t have any expertise specific to the college student market. Secondly, they were trained to sell as much product as possible, so they’d often push supplements that weren’t right for the students.

Russell realized that Campus Protein needed to really understand the needs of a college student to own the market. That meant the company needed to hire students who were into fitness. And so the Campus Rep program was born.

A Campus Rep's main job is sales and marketing. They grow awareness for the brand and encourage help other students achieve their fitness goals.

By recruiting Reps in each college, Campus Protein could keep their core team lean while maintaining a large salesforce on the ground.

This has been the real key to their growth. These Reps are their ideal customers, and they hang out with other prospective customers. Thus, they provide a customer experience that’s far better than anything other brands can offer.

Imagine you’re a college student. Before Campus Protein came along, you had to figure out which products to buy, got pressured into buying unnecessary stuff, and ended up with very little money left over.

Today, you probably have a Campus Protein rep in your gym, wearing a branded tank. He’s giving out free tasters, providing you with workout tips and nutrition advice, listens to your goals, and hands you a card with a link where you can buy exactly what you need for much less. How’s that for customer experience?

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Extending The Experience Online

Campus Protein may be marketing offline with their campus reps but all their sales come from their Shopify website. That’s the best way for them to scale.

Here’s how it works - they have warehouses across the country where they stock product. Because of their deep customer understanding, they know exactly what to stock and what not to stock. The campus reps then go around building awareness, and students head to the website to make their purchase. Because of the warehouse network, they get their products pretty quickly.

Because the actual sale is made online, the website becomes a crucial part of their strategy. If they don’t provide the same level of customer support and care their reps do, they’ll drop the ball and lose the sale. More importantly, they’ll lose trust. One bad experience could hurt their reputation across an entire college.

To replicate the one-on-one support of their reps, they used website chat. In the early days, they started with Zopim Chat. But as they grew, they found that it was too basic for their needs. They couldn’t tell if someone they were chatting with was an existing customer or a new one. They couldn’t tell if it was a new conversation or a continuation of one that happened in a different channel. It was a poor experience for the customer and the company.

Remember, they have a small core team, so they needed a customer support tool that could do the heavy lifting for them. That’s when they came across Gorgias and it allowed them to create an online experience that increased conversions and revenues.

For starters, Gorgias combines all their customer support channels (chat, email, phone, social media) into one unified view, and builds a profile of each customer. When a student chats with them, Campus Protein know if they are a previous customer, can see all past conversations and sales in their dashboard, and can provide relevant support.

Compare that to the typical support you get when you’re forced to repeat your previous conversations each time you chat with someone.

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To speed things up, Gorgias also has macros and templated responses based on the question. For example, if a customer wants to know where their order is, Gorgias presents the support agent with a templated response that pulls in the customer’s order details from Shopify. With just a click, the support agent can answer the question in near real-time.

Automations like this also frees up time for support agents to provide more detailed answers to complicated questions, like when a student asks for nutrition advice. Again, they can provide the same level of caring support that reps do and this helps increase sales.

Another way they increase sales is by detecting if customers are spending a lot of time on a certain page and initiating a chat with them. For example, if someone is on the checkout for too long, Gorgias automatically pops a chat and ask them if they need help. This directly increases conversions.

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Perhaps the most important way Campus Protein uses customer support to increase revenues is by converting feedback into website and product changes. For every question that comes in, they try to understand why it wasn’t obvious on the website, and make the appropriate change. This leads to fewer tickets of the same type and higher conversions.

Widening The Moat

At the end of the day, Campus Protein is just another retailer. In an industry like supplements, anyone can replicate their model, or existing brands like GNC can enter the market. So why hasn’t that happened yet?

Like Warren Buffett says, every business needs to have a moat, something that defends them against competition. In Campus Protein’s case, it’s their deep customer knowledge and the personal level of support they provide.

A college student is introduced to Campus Protein via the local rep. They’re nice, helpful, and remember the student’s name each time. When the student goes online, they have the same experience. Their previous conversations are remembered and even their most complicated questions are answered with care.

Now, you may not be able to create a rep army like Campus Protein for your eCommerce business, but you sure can create an online customer experience that sets you apart from others in your industry.

With Gorgias, whenever a customer creates a ticket on any channel, you have all their information like previous conversations and sales, right there. Instead of asking the customer if they’ve written in before or what their order numbers are, you can get straight to the important stuff. And with all the templates, macros, and automations available, you can do it in minutes.

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When a customer has to decide between purchasing at a store where they forget about you after the sale, versus one where they treat you like a friend and remember you a year later, which do you think they’ll choose?

Give your customers a great experience and, like Campus Protein, you’ll have a business that keeps going up.

Curious about how Gorgias can optimize customer service? Click here to learn more.

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Aircall

Gorgias Builds Strong Relationships With Aircall

By Sonia Moatti
1 min read.
0 min read . By Sonia Moatti

Aircall is a cloud-based call center software made for support teams. With Aircall, support agents can track everything from A-Z, on any device, with zero hardware to manage. The right tool to increase agent efficiency and customer satisfaction!

Aircall Makes the Gorgias Helpdesk Complete

After listening to early customer feedback, we quickly realized we needed to find a phone integration that empowered users to manage voice calls as easily as emails or chats.

Traditional helpdesk integrations simply log calls as tickets. We wanted to go one step further and associate the phone call with the right customer. This way, agents can see the full conversation history between the brand and the customer.

By building Aircall’s cloud-based phone into the Gorgias platform, agents can also quickly edit orders while on the phone based on the case history they see. After a call has ended, all notes will be added to the correct customer’s profile along with a link to the full call recording.

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Why Aircall was the Right Choice

Looking back, the partnership has been mutually beneficial and seamlessly implemented.

Aircall has a well-documented API that our dev team could easily use. We were able to build a working and robust phone integration with Aircall in just a few hours. Four days later, after QA testing, the new solutions were fully functional and ready to use.

Since Gorgias and Aircall both seek to provide the best customer experience possible, cross-company visibility has become a valuable source of new leads and sales. Furthermore, we conduct regular catch-up meetings and share a Slack channel to make sure both teams work hand-in-hand to create the best integration and the best results. The partnership with Aircall is super valuable for both our customers and our respective companies and we strongly recommend each others.

If you're already a Gorgias customer, head to your account and go to Integrations to connect Aircall. If not, you can create an account here and get started in a few minutes.

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