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Conversational Commerce Strategy

AI in CX Webinar Recap: Building a Conversational Commerce Strategy that Converts

By Gabrielle Policella
0 min read . By Gabrielle Policella

TL;DR:

  • Implement quickly and optimize continuously. Cornbread's rollout was three phases: audit knowledge base, launch, then refine. Stacy conducts biweekly audits and provides daily AI feedback to ensure responses are accurate and on-brand.
  • Simplify your knowledge base language. Before BFCM, Stacy rephrased all guidance documentation to be concise and straightforward so Shopping Assistant could deliver information quickly without confusion.
  • Use proactive suggested questions. Most of Cornbread's Shopping Assistant engagement comes from Suggested Product Questions that anticipate customer needs before they even ask.
  • Treat AI as another team member. Make sure the tone and language AI uses match what human agents would say to maintain consistent customer relationships.
  • Free up agents for high-value work. With AI handling straightforward inquiries, Cornbread's CX team expanded into social media support, launched a retail pop-up shop, and has more time for relationship-building phone calls.

Customer education has become a critical factor in converting browsers into buyers. For wellness brands like Cornbread Hemp, where customers need to understand ingredients, dosages, and benefits before making a purchase, education has a direct impact on sales. The challenge is scaling personalized education when support teams are stretched thin, especially during peak sales periods.

Katherine Goodman, Senior Director of Customer Experience, and Stacy Williams, Senior Customer Experience Manager, explain how implementing Gorgias's AI Shopping Assistant transformed their customer education strategy into a conversion powerhouse. 

In our second AI in CX episode, we dive into how Cornbread achieved a 30% conversion rate during BFCM, saving their CX team over four days of manual work.

Top learnings from Cornbread's conversational commerce strategy

1. Customer education drives conversions in wellness

Before diving into tactics, understanding why education matters in the wellness space helps contextualize this approach.

Katherine, Senior Director of Customer Experience at Cornbread Hemp, explains:

"Wellness is a very saturated market right now. Getting to the nitty-gritty and getting to the bottom of what our product actually does for people, making sure they're educated on the differences between products to feel comfortable with what they're putting in their body."

The most common pre-purchase questions Cornbread receives center around three areas: ingredients, dosages, and specific benefits. Customers want to know which product will help with their particular symptoms. They need reassurance that they're making the right choice.

What makes this challenging: These questions require nuanced, personalized responses that consider the customer's specific needs and concerns. Traditionally, this meant every customer had to speak with a human agent, creating a bottleneck that slowed conversions and overwhelmed support teams during peak periods.

2. Shopping Assistant provides education that never sleeps

Stacy, Senior Customer Experience Manager at Cornbread, identified the game-changing impact of Shopping Assistant:

"It's had a major impact, especially during non-operating hours. Shopping Assistant is able to answer questions when our CX agents aren't available, so it continues the customer order process."

A customer lands on your site at 11 PM, has questions about dosage or ingredients, and instead of abandoning their cart or waiting until morning for a response, they get immediate, accurate answers that move them toward purchase.

The real impact happens in how the tool anticipates customer needs. Cornbread uses suggested product questions that pop up as customers browse product pages. Stacy notes:

"Most of our Shopping Assistant engagement comes from those suggested product features. It almost anticipates what the customer is asking or needing to know."

Actionable takeaway: Don't wait for customers to ask questions. Surface the most common concerns proactively. When you anticipate hesitation and address it immediately, you remove friction from the buying journey.

3. Implementation follows a clear three-phase approach

One of the biggest myths about AI is that implementation is complicated. Stacy explains how Cornbread’s rollout was a straightforward three-step process: audit your knowledge base, flip the switch, then optimize.

"It was literally the flip of a switch and just making sure that our data and information in Gorgias was up to date and accurate." 

Here's Cornbread’s three-phase approach:

  1. Preparation. Before launching, Cornbread conducted a comprehensive audit of their knowledge base to ensure accuracy and completeness. This groundwork is critical because your AI is only as good as the information it has access to.
  2. Launch and training. After going live, the team met weekly with their Gorgias representative for three to four weeks. They analyzed engagements, reviewed tickets, and provided extensive AI feedback to teach Shopping Assistant which responses were appropriate and how to pull from the knowledge base effectively.
  3. Ongoing optimization. Now, Stacy conducts audits biweekly and continuously updates the knowledge base with new products, promotions, and internal changes. She also provides daily AI feedback, ensuring responses stay accurate and on-brand.

Actionable takeaway: Block out time for that initial knowledge base audit. Then commit to regular check-ins because your business evolves, and your AI should evolve with it.

Read more: AI in CX Webinar Recap: Turning AI Implementation into Team Alignment

4. Simple, concise language converts better

Here's something most brands miss: the way you write your knowledge base articles directly impacts conversion rates.

Before BFCM, Stacy reviewed all of Cornbread's Guidance and rephrased the language to make it easier for AI Agent to understand. 

"The language in the Guidance had to be simple, concise, very straightforward so that Shopping Assistant could deliver that information without being confused or getting too complicated," Stacy explains. When your AI can quickly parse and deliver information, customers get faster, more accurate answers. And faster answers mean more conversions.

Katherine adds another crucial element: tone consistency.

"We treat AI as another team member. Making sure that the tone and the language that AI used were very similar to the tone and the language that our human agents use was crucial in creating and maintaining a customer relationship."

As a result, customers often don't realize they're talking to AI. Some even leave reviews saying they loved chatting with "Ally" (Cornbread's AI agent name), not realizing Ally isn't human.

Actionable takeaway: Review your knowledge base with fresh eyes. Can you simplify without losing meaning? Does it sound like your brand? Would a customer be satisfied with this interaction? If not, time for a rewrite.

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

5. Black Friday results proved the strategy works under pressure

The real test of any CX strategy is how it performs under pressure. For Cornbread, Black Friday Cyber Monday 2025 proved that their conversational commerce strategy wasn't just working, it was thriving.

Over the peak season, Cornbread saw: 

  • Shopping Assistant conversion rate jumped from a 20% baseline to 30% during BFCM
  • First response time dropped from over two minutes in 2024 to just 21 seconds in 2025
  • Attributed revenue grew by 75%
  • Tickets doubled, but AI handled 400% more tickets compared to the previous year
  • CSAT scores stayed exactly in line with the previous year, despite the massive volume increase

Katherine breaks down what made the difference:

"Shopping Assistant popping up, answering those questions with the correct promo information helps customers get from point A to point B before the deal ends."

During high-stakes sales events, customers are in a hurry. They're comparing options, checking out competitors, and making quick decisions. If you can't answer their questions immediately, they're gone. Shopping Assistant kept customers engaged and moving toward purchase, even when human agents were swamped.

Actionable takeaway: Peak periods require a fail-safe CX strategy. The brands that win are the ones that prepare their AI tools in advance.

6. Strategic work replaces reactive tasks

One of the most transformative impacts of conversational commerce goes beyond conversion rates. What your team can do with their newfound bandwidth matters just as much.

With AI handling straightforward inquiries, Cornbread's CX team has evolved into a strategic problem-solving team. They've expanded into social media support, provided real-time service during a retail pop-up, and have time for the high-value interactions that actually build customer relationships.

Katherine describes phone calls as their highest value touchpoint, where agents can build genuine relationships with customers. “We have an older demographic, especially with CBD. We received a lot of customer calls requesting orders and asking questions. And sometimes we end up just yapping,” Katherine shares. “I was yapping with a customer last week, and we'd been on the call for about 15 minutes. This really helps build those long-term relationships that keep customers coming back."

That's the kind of experience that builds loyalty, and becomes possible only when your team isn't stuck answering repetitive tickets.

Stacy adds that agents now focus on "higher-level tickets or customer issues that they need to resolve. AI handles straightforward things, and our agents now really are more engaged in more complicated, higher-level resolutions."

Actionable takeaway: Stop thinking about AI only as a cost-cutting tool and start seeing it as an impact multiplier. The goal is to free your team to work on conversations that actually move the needle on customer lifetime value.

7. Continuous optimization for January and beyond

Cornbread isn't resting on their BFCM success. They're already optimizing for January, traditionally the biggest month for wellness brands as customers commit to New Year's resolutions.

Their focus areas include optimizing their product quiz to provide better data to both AI and human agents, educating customers on realistic expectations with CBD use, and using Shopping Assistant to spotlight new products launching in Q1.

Build your conversational commerce strategy now

The brands winning at conversational commerce aren't the ones with the biggest budgets or the largest teams. They're the ones who understand that customer education drives conversions, and they've built systems to deliver that education at scale.

Cornbread Hemp's success comes down to three core principles: investing time upfront to train AI properly, maintaining consistent optimization, and treating AI as a team member that deserves the same attention to tone and quality as human agents.

As Katherine puts it:

"The more time that you put into training and optimizing AI, the less time you're going to have to babysit it later. Then, it's actually going to give your customers that really amazing experience."

Watch the replay of the whole conversation with Katherine and Stacy to learn how Gorgias’s Shopping Assistant helps them turn browsers into buyers. 

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min read.
Make AI Sound More Human

Make AI Sound More Human: How to Avoid Robotic Replies in Customer Support

Learn how small tweaks can make AI sound human and build trust in customer support.
By Gorgias Team
0 min read . By Gorgias Team

TL;DR:

  • Train your AI on your brand voice. A clear voice guide that covers tone, style, and formality helps your AI sound more natural and aligned with your brand.
  • Add short delays before AI responds. A one- or two-second pause can make AI responses seem more thoughtful.
  • Avoid generic phrases. Swap out formal responses for on-brand language that sounds like a real person on your team.
  • Mention customer context in replies. Referencing order history or previous conversations makes AI sound more human and builds trust.
  • Balance automation with human support. Let customers know when they are speaking to AI and escalate to a human when needed to avoid frustration.

Your AI sounds like a robot, and your customers can tell.

Sure, the answer is right, but something feels off. The tone of voice is stiff. The phrases are predictable and generic. At most, it sounds copy-pasted. This may not be a big deal from your side of support. In reality, it’s costing you more than you think.

Recent data shows that 45% of U.S. adults find customer service chatbots unfavorable, up from 43% in 2022. As awareness of chatbots has increased, so have negative opinions of them. Only 19% of people say chatbots are helpful or beneficial in addressing their queries. The gap isn't just about capability. It's about trust. When AI sounds impersonal, customers disengage or leave frustrated.

Luckily, you don't need to choose between automation and the human touch. 

In this guide, we'll show you six practical ways to train your AI to sound natural, build trust, and deliver the kind of support your customers actually like.

1. Train your AI on your brand voice

The fastest way to make your AI sound more human is to teach it to sound like you. AI is only as good as the input you give it, so the more detailed your brand voice training, the more natural and on-brand your responses will be.

Start by building a brand voice guide. It doesn't need to be complicated, but it should clearly define how your brand communicates with customers. At minimum, include:

  • Tone: Is your brand warm and empathetic? Confident and cheeky? Straightforward and helpful?
  • Style: How does your brand write? What is your personality? Short or long sentences, contractions or not, punctuation choices, and overall rhythm.
  • Formality: Do you use slang? Emojis? Address customers as “you,” “y’all,” or something else?
  • Friendliness: How personable should your AI sound? Is it playful, or should responses stay neutral and professional?

Think of your AI as a character. Samantha Gagliardi, Associate Director of Customer Experience at Rhoback, described their approach as building an AI persona:

"I kind of treat it like breaking down an actor. I used to sing and perform for a living — how would I break down the character of Rhoback? How does Rhoback speak? What age are they? What makes the most sense?" 

Next step

✅ Create a brand voice guide with tone, style, formality, and example phrases.

2. Delay responses to mimic human behavior

Humans associate short pauses with thinking, so when your AI responds too quickly, it instantly feels unnatural.

Adding small delays helps your AI feel more like a real teammate.

Where to add response delays:

  • Before sharing info that would realistically take a moment to look up, e.g., order history
  • Before confirming an action like issuing a refund or applying a discount
  • Transitioning or escalating between steps or agents
  • Emotional messages, like customer complaints and product quality issues

Even a one- to two-second pause can make a big difference in a robotic or human-sounding AI.

Next step

✅ Add instructions in your AI’s knowledge base to include short response delays during key moments.

3. Avoid generic phrasing and canned language

Generic phrases make your AI sound like... well, AI. Customers can spot a copy-pasted response immediately — especially when it's overly formal.

That doesn't mean you need to be extremely casual. It means being true to your brand. Whether your voice is professional or conversational, the goal is the same: sound like a real person on your team.

Here's how to replace robotic phrasing with more brand-aligned responses:

Generic Phrase

More Natural Alternative

“We apologize for the inconvenience.”

“Sorry about that, we’re working on it now.” (friendly)
“Apologies for the trouble. We’re resolving this ASAP.” (professional)

“Your satisfaction is our top priority.”

“We want to make sure this works for you.” (friendly)
“Let us know how we can make this right.” (professional)

“Please be advised…”

“Just a quick heads up…” (friendly)
“For your reference…” (professional)

“Your request has been received.”

“Got it. Thanks for reaching out.” (friendly)
“We’ve received your request and will follow up shortly.” (professional)

“I will now review your request.”

“Let me take a quick look.” (friendly)
“I’m reviewing the details now.” (professional)

Next step

✅ Identify your five most common inquiries and give your AI a rewritten example response for each.

4. Use context to inform answers

One of the biggest tells that a response is AI-generated? It ignores what's already happened.

When your AI doesn't reference order history or past conversations, customers are forced to repeat themselves. Repetition can lead to frustration and can quickly turn a good customer experience into a bad one.

Great AI uses context to craft replies that feel personalized and genuinely helpful.

Here's what good context looks like in AI responses:

  • Order awareness: The AI knows the customer placed an order yesterday and provides an accurate delivery estimate without asking for the order number again.
  • Conversation continuity: If the customer reached out earlier that week from a different support channel, the AI references that interaction or picks up where things left off.
  • Customer type: First-time shopper? VIP? The AI adjusts tone and detail level accordingly.

Tools like Gorgias AI Agent automatically pull in customer and order data, so replies feel human and contextual without sacrificing speed.

Next step

✅ Add instructions that prompt your AI to reference order details and/or past conversations in its replies, so customers feel acknowledged.

5. Balance automation with human handoff

Customers just want help. They don't care whether it comes from a human or AI, as long as it's the right help. But if you try to trick them, it backfires fast. AI that pretend to be human often give customers the runaround, especially when the issue is complex or emotional.

A better approach is to be transparent. Solve what you can, and hand off anything else to an agent as needed.

When to disclose that the customer is talking to AI:

  • You can disclose it at the start of the conversation, or include a disclaimer in your chat widget, contact page, or help center to let customers know AI may assist
  • When the customer asks to speak to a human or expresses frustration
  • If the AI cannot fulfill the request and needs to escalate
  • Anytime the AI is making decisions, like issuing refunds or processing cancellations
  • When transitioning from AI to a human agent

For more on this topic, check out our article: Should You Tell Customers They're Talking to AI?

Next step

✅ Set clear rules for when your AI should escalate to a human and include handoff messaging that sets expectations and preserves context.

6. Add intentional imperfections to sound human

We're giving you permission to break the rules a little bit. The most human-sounding AI doesn't follow perfect grammar or structure. It reflects the messiness of real dialogue.

People don't speak in flawless sentences every time. We pause, rephrase, cut ourselves off, and throw in the occasional emoji or "uh." When AI has an unpredictable cadence, it feels more relatable and, in turn, more human.

What an imperfect AI could look like: 

  • Vary sentence length and structure. Some short and choppy, others long. 
  • Add subtle grammatical “mistakes” like sentence fragments or informal punctuation. 
  • Mix in casual phrasing or idioms where appropriate. 
  • Avoid mechanical-sounding transitions. 
  • Occasionally use filler phrases like "kinda," "just checking," or "I think."

These imperfections give your AI a more believable voice.

Next step

✅ Add instructions for your AI that permit variation in grammar, tone, and sentence structure to mimic real human speech.

Natural-sounding AI is easier to set up than you think

Human-sounding AI doesn’t require complex prompts or endless fine-tuning. With the right voice guidelines, small tone adjustments, and a few smart instructions, your AI can sound like a real part of your team.

Book a demo of Gorgias AI Agent and see for yourself.

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5 min read.

AI Chatbot Not Working? 7 Common Issues and How to Fix Them

If your AI chatbot is looping, escalating too fast, or giving wrong answers, here’s how to fix it.
By Christelle Agustin
0 min read . By Christelle Agustin

TL;DR:

  • If your AI is giving wrong answers or getting stuck, it’s likely due to missing or conflicting knowledge. Ensure your AI is trained with up-to-date documents and add guardrails to prevent off-topic replies.
  • Loops and escalations usually mean your escalation rules aren’t specific enough. Define when AI should step in, when it should hand over, and create “escape phrases” that trigger human takeover.
  • Customers still want human help. Always offer a path to a real person and make sure your agents get full conversation context when a handoff happens.
  • Inconsistent tone between AI and agents can make disjointed experiences. Align your brand voice across all support channels and choose tools that let you customize AI tone.
  • AI works best when its role is clearly defined. Decide which topics it can handle, train it using real conversations, and review performance regularly to fine-tune your setup.

You’ve chosen your AI tool and turned it on, hoping you won’t have to answer another WISMO question. But now you’re here. Why is AI going in circles? Why isn’t it answering simple questions? Why does it hand off every conversation to a human agent?

Conversational AI and chatbots thrive on proper training and data. Like any other team member on your customer support team, AI needs guidance. This includes knowledge documents, policies, brand voice guidelines, and escalation rules. So, if your AI has gone rogue, you may have skipped a step.

In this article, we’ll show you the top seven AI issues, why they happen, how to fix them, and the best practices for AI setup. 

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1. AI sends the wrong answer — with confidence

AI can only be as accurate as the information you feed it. If your AI is confidently giving customers incorrect answers, it likely has a gap in its knowledge or a lack of guardrails.

Insufficient knowledge can cause AI to pull context from similar topics to create an answer, while the lack of guardrails gives it the green light to compose an answer, correct or not.

How to fix it: 

  • Update the AI knowledge base. Create a new document that covers the affected topic in its entirety. To ensure AI follows every step, write your instructions in a when/if/then format.
  • Define topics that AI should not handle. As a preventive measure, specify the topics the AI should skip and hand over to a human agent. For example, add words such as ‘disappointed’, ‘bad’, and ‘unacceptable’ to your AI off-limit list, so that human agents automatically handle negative-intent tickets.

2. Customer is stuck in an AI loop 

This is one of the most frustrating customer service issues out there. Left unfixed, you risk losing 29% of customers

If your AI is putting customers through a never-ending loop, it’s time to review your knowledge docs and escalation rules.

How to fix it:

  • Double-check for conflicts in knowledge. You may have provided multiple resolutions for the same issue across different knowledge sources, such as uploaded documents, website pages, and in-app instructions.
  • Add “escape routes”. Choose a set of phrases that automatically escalate conversations from AI to your support team. For example, “it’s not working” or “I already tried that”.
  • Set a max number of failed interactions before escalation. Opt for a one-fail-and-escalate approach for every conversation, or specify the number of failed interactions for certain topics.

3. AI escalates too quickly, even for easy questions

It can be frustrating when AI can’t do the bare minimum, like automate WISMO tickets. This issue is likely due to missing knowledge or overly broad escalation rules.

How to fix it:

  • Train AI on your FAQs and common issues. Which customer questions do you repeatedly receive? Create a document that lists out every question and its answer.
  • Update vague escalation rules. AI works best with specificity. For example, if you told it to escalate conversations about “returns,” it may even escalate frequently asked questions about return eligibility.

4. Customers can’t find a way to reach a human

One in two customers still prefer talking to a human to an AI, according to Katana. Limiting them to AI-only support could risk a sale or their relationship. 

The top live chat apps clearly display options to speak with AI or a human agent. If your tool doesn’t have this, refine your AI-to-human escalation rules.

How to fix it:

  • Set phrases to trigger escalation. In your knowledge docs, define which phrases should tell AI to hand a conversation over to your support team. For example, “I want to talk to someone” or “Can I talk to a human?”
  • Add a visible option to connect with a human. This can be a button in your chat widget, a note in your contact page, or even a link in your website footer. At minimum, give customers an easy-to-find way to reach a real person.

5. Handoff happens — but the agent gets no context

If your agents are asking customers to repeat themselves, you’ve already lost momentum. One of the fastest ways to break trust is by making someone explain their issue twice. This happens when AI escalates without passing the conversation history, customer profile, or even a summary of what’s already been attempted.

How to fix it:

  • Use rules to auto-tag conversations based on AI activity. Set up logic to tag tickets when certain conditions are met — like when AI attempted a specific action, couldn't resolve the issue, or triggered escalation.
  • Audit your escalated tickets. Look for patterns where context is missing, and adjust the AI-to-human transition logic accordingly.
  • Use an AI platform that provides automated ticket summaries. Choose a tool like Gorgias that provides a quick overview of every ticket.

6. The tone between AI and agent is jarring

Sure, conversational AI has near-perfect grammar, but if its tone is entirely different from your agents’, customers can be put off.

This mismatch usually comes from not settling on an official customer support tone of voice. AI might be pulling from marketing copy. Agents might be winging it. Either way, inconsistency breaks the flow.

How to fix it:

  • Create shared brand voice guidelines. Align tone, formality, and language rules across both AI scripts and agent responses.
  • Define emojis and punctuation use. A consistent visual style helps conversations feel smoother and more human.
  • Use AI tools that allow tone control. Choose platforms that let you customize the voice and personality of your AI to match your brand.
  • Train your agents with examples of ideal tone. Give your team brand voice examples of how conversations should continue when handed off.

7. You haven’t defined what AI should actually handle

When AI is underperforming, the problem isn’t always the tool. Many teams launch AI without ever mapping out what it's actually supposed to do. So it tries to do everything (and fails), or it does nothing at all.

It’s important to remember that support automation isn’t “set it and forget it.” It needs to know its playing field and boundaries.

How to fix it:

AI should handle

AI should escalate to a human

Order tracking (“Where’s my package?”)

Upset, frustrated, or emotional customers

Return and refund policy questions

Billing problems or refund exceptions

Store hours, shipping rates, and FAQs

Technical product or troubleshooting issues

Simple product questions

Complex or edge‑case product questions

Password resets

Multi‑part or multi‑issue requests

Pre‑sale questions with clear, binary answers

Anything where a wrong answer risks churn

How to set up AI that actually works

Once you’ve addressed the obvious issues, it’s important to build a setup that works reliably. These best practices will help your AI deliver consistently helpful support.

1. Define clear AI boundaries

Start by deciding what AI should and shouldn’t handle. Let it take care of repetitive tasks like order tracking, return policies, and product questions. Anything complex or emotionally sensitive should go straight to your team.

2. Train it using real customer conversations

Use examples from actual tickets and messages your team handles every day. Help center articles are a good start, but real interactions are what help AI learn how customers actually ask questions.

3. Set up fallback triggers

Create rules that tell your AI when to escalate. These might include customer frustration, low confidence in the answer, or specific phrases like “talk to a person.” The goal is to avoid infinite loops and to hand things off before the experience breaks down.

4. Make sure agents receive full context

When a handoff happens, your agents should see everything the AI did. That includes the full conversation, relevant customer data, and any actions it has already attempted. This helps your team respond quickly and avoid repeating what the customer just went through. 

An easy way to keep order history, customer data, and conversation history in one place is by using a conversational commerce tool like Gorgias.

5. Keep tone and voice consistent

A jarring shift in tone between AI and agent makes the experience feel disconnected. Align aspects such as formality, punctuation, and language style so the transition from AI to human feels natural.

6. Review handoffs regularly

Look at recent escalations each week. Identify where the AI struggled or handed off too early or too late. Use those insights to improve training, adjust boundaries, and strengthen your automation flows.

If your AI chatbot isn’t working the way you expected, it’s probably not because the technology is broken. It’s because it hasn’t been given the right rules.

AI that works your way and knows when to escalate

When you set AI up with clear responsibilities, it becomes a powerful extension of your team.

Want to see what it looks like when AI is set up the right way?

Try Gorgias AI Agent. It’s conversational AI built with smart automation, clean escalations, and ecommerce data in its core — so your customers get faster answers and your agents stay focused.

Get started with Gorgias AI Agent →

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

Further reading

Best AI Helpdesk Tools: 10 Platforms Compared

By Tina Donati
min read.
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:

You Don’t Need More Tools: You Need Teams Who Use Them Right

By
min read.
0 min read . By

TL;DR:

  • Most brands underuse their support tools: Gorgias has powerful features, but many teams don't take full advantage of them.
  • Atidiv’s CX experts unlock Gorgias’s full potential: From tagging and macros to dashboards and rules, Atidiv ensures every feature drives value.
  • Smart tagging creates strategic insights: Agents tag every interaction to surface product feedback, customer sentiment, and emerging trends in real time.
  • Macros and Rules streamline support: Atidiv builds brand-consistent Macros and uses Rules to reduce manual work and clutter.

You don’t need more software—just better usage: Atidiv transforms existing tools like Gorgias into engines for efficiency, growth, and retention.

If you’re like most ecommerce brands, you’ve invested in great tools like Gorgias to streamline support, automate workflows, and deliver personalized experiences at scale. But here’s the hard truth: Having the tools doesn’t mean you’re using them well.

We see it all the time. Gorgias is live, Macros are written, a few Rules are set, and then… chaos. Tags go unused, dashboards lack insight, and your agents are still drowning in tickets.

That’s why leading brands aren’t just buying tech, they’re partnering with teams who know how to use it. That’s where Atidiv comes in.

{{lead-magnet-1}}

The tools are there. Most teams just don’t maximize them.

Gorgias is a powerful platform. Out of the box, it gives you:

  • Custom tagging and views
  • Automation rules to speed up repetitive tasks
  • Macros that standardize your brand voice
  • Real-time dashboards and revenue attribution

But without the right people using these tools effectively, it’s just noise. Atidiv’s CX specialists are trained Gorgias power users, and they make sure every feature works hard for your brand.

What happens when CX teams know the tool inside out

Here’s how Atidiv leverages Gorgias to drive real results:

Smart tagging for strategic insights

Atidiv agents don’t just respond to tickets, they tag every interaction with purpose.

  • Common product issues? Tagged.
  • Pre-sale objections? Tagged.
  • VIP customers? You bet—tagged.

This turns your inbox into a live dashboard of customer sentiment, product feedback, and emerging trends, no extra software required.

Macros that actually get used

Atidiv writes and maintains Macros that go beyond “Thanks for reaching out.”

  • Dynamic responses tailored to each issue
  • Integrated links to help center articles or policies
  • Embedded personalization that keeps your brand voice consistent

These aren’t just canned replies—they’re crafted CX responses built to scale.

Gorgias Macros can be enhanced with the addition of dynamic variables pulled from your ecommerce platform, tags, snooze rules, Shopify actions, and more.

Enhance your Macros with tags, snooze rules, Shopify actions, and other dynamic variables.

Dashboards that drive decisions

Every Atidiv client gets a customized Gorgias dashboard. It’s built by Atidiv’s Team Leads to track what matters:

  • CSAT trends
  • SLA performance
  • Volume by tag or channel
  • Revenue generated from support

No more wondering if your support is working, now you know.

Rules that eliminate repetition

We use Gorgias Rules to route tickets, send auto-replies, and tag intents, reducing ticket clutter by up to 30%.

The result? Agents spend more time on high-impact conversations and less time chasing tracking numbers.

Gorgias Rules automatically trigger based on your chosen conditions.

Run your support on autopilot with Gorgias Rules that automatically trigger based on your chosen conditions.

A real-world example: What this looks like in practice

A fast-growing superfood brand came to Atidiv with Gorgias already live, but underutilized. They were answering tickets manually, tracking performance in spreadsheets, and dealing with repeat questions daily.

Within 30 days, Atidiv helped them:

  • Build >10 custom macros
  • Implement >5 auto-routing and tagging rules
  • Clean up and standardize 50+ tags
  • Created 15+ executive views
  • Launch a real-time performance dashboard
  • Reduce first response time by approximately 45%
  • Retention analysis using tags
  • Surface batch of products with bad taste based on tag trends

And no, they didn’t need to buy any new tools.

It’s not about more tech, it’s about more leverage

Most brands think their next CX win will come from another app or integration. But the real unlock often comes from better use of what they already have.

That’s what Atidiv offers:

  • CX teams that are fluent in Gorgias
  • Leadership layers that manage performance and QA
  • Strategic use of features you’re already paying for
  • Flexibility to scale up or down without hiring overhead

The bottom line

You don’t need to overhaul your tech stack. You need a team that can turn Gorgias into a strategic engine for support, growth, and insight.

Atidiv makes it possible, with trained agents, experienced leaders, and a deep understanding of what Gorgias can do when used to its full potential.

→ Want to get more out of the tools you already have? Let’s talk about how Atidiv + Gorgias can transform your support operation.

How CX Leaders are Actually Using AI: 6 Must-Know Lessons

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

TL;DR:

  • Train your AI like a new hire. Give it tone guidelines, review weekly, and keep refining to stay on-brand.
  • Adapt AI to real customer behavior. Adjust tone and timing to improve satisfaction, even if the answer stays the same.
  • Use AI to drive sales, not just support. Top brands use it to answer product questions and guide pre-purchase decisions.
  • Start small and improve as you go. Begin with one common question and test often to build momentum.

If you’ve been side-eyeing AI and wondering if it’s just hype, you’re not alone. A lot of CX leaders were skeptical, too:

“I used to be the loudest skeptic,” said Amber van den Berg, Head of CX at Wildride. “I was worried it would feel cold and robotic, completely disconnected from the warm, personal vibe we’d worked so hard to build.”

But fast forward to today, and teams at Wildride, OLIPOP, bareMinerals, and Love Wellness are using AI to do more than just deflect tickets. They’re…

  • Cutting costs without cutting corners
  • Driving revenue before a customer even checks out
  • Delivering fast, on-brand, human-feeling support at scale

Here are six lessons you can steal from the brands doing it best.

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1. Think of AI as your sidekick

We need to get one point across clearly: AI isn’t about replacing your support team.

For brands with lean CX teams, burnout is a serious problem. And it’s one of the biggest reasons AI adoption is accelerating.

“I was constantly seeing the same frustrating inquiries—sponsorship asks, bachelorette party freebies, PR requests… 45% of our tickets were these kinds of messages,” said Nancy Sayo, Director of Consumer Services at global beauty brand, bareMinerals.

“Once I realized AI could handle them with kindness and consistency without pulling in my team, I was sold.”

bareMinerals' AI Agent answers a collaboration/PR request with an on-brand tone of voice and empathy.
Gorgias AI Agent helps bareMinerals resolve questions about collaborations and PR requests within seconds. 

Instead of thinking of AI as a replacement, think of it as an enhancement. 

It’s about making sure your CX team doesn’t burn out answering the same five questions 50 times a day.

With Gorgias AI Agent, Nancy’s team now uses automation to absorb the high-volume, low-conversion noise, freeing up their seasoned agents to focus on real revenue-driving moments.

“We use AI to handle low-complexity tickets. And we route higher-value customers to our human sales team—people who’ve been doing makeup for over a decade and really know what they’re doing.”

TL;DR? The smartest teams use AI to take the weight of repetitive tickets (“Do you ship internationally?” “Can I get free samples?”) off their shoulders so agents can focus on conversations that build trust, drive loyalty, and increase LTV.

2. Train your AI like a team member

While you can get started with AI quickly for simple queries, we don't recommend using it “out of the box.” And honestly, that’s a good thing.

Brands that “set it and forget it” are missing the point. Because if you want AI to sound exactly like your brand—not like every other chatbot on the internet—you need to give it the same context you’d give a new hire.

Amber van den Berg, Head of Customer Experience at baby carrier brand Wildride, wrote out detailed tone guidelines, including:

  • Dos and don’ts for customer conversations
  • Approved Dutch-to-English translations
  • Example replies for nuanced, emotional questions
  • Pre-written macros for product recs and delivery issues
Each conversation is evaluated using an Auto QA Score to help train Wildride's AI Agent.
Wildride uses Gorgias Auto QA to train their AI Agent, Lisa, to improve its language, communication, and resolution skills.

“Lisa, our AI agent, is basically a super well-trained intern who never sleeps. I give her the same updates I give my human team, and I review Lisa’s conversations every week,” said Amber. “If something feels off-brand, too robotic, or just not Wildride enough, I tweak it.”

The feedback never stops, and that’s what makes Lisa so effective.

Related: Meet Auto QA: Quality checks are here to stay

3. Let AI mirror the pacing of real conversations

Even when AI gets it right, customers might not always feel like it did. Especially if the tone of voice is off or if your customer base just isn’t used to automation.

“Our CSAT was low at first,” said Nancy Sayo of bareMinerals. “Even if the response was accurate and beautifully written, our older customers just didn’t want to interact with AI.”

So Nancy’s team adapted. Rather than giving customers a blunt “no” to product requests, they restructured the flow:

“If someone asked for free product, we’d say, ‘We’ll send this to the team and follow up.’ Then, 3-5 days later, the AI would close the loop. It softened the blow and made customers feel heard—even if the answer didn’t change.”

That simple tweak raised CSAT and created a better customer experience without requiring a human to step in.

Inside Gorgias, teams like bareMinerals review AI performance weekly, not just to catch mistakes, but to optimize for tone, satisfaction, and brand feel. They use:

  • CSAT reporting to spot dips in sentiment
  • Conversation analytics to flag where AI may be losing trust
  • Macro editing to quickly adjust common replies

AI gives you the flexibility to test, tweak, and tailor your approach in a way traditional support channels never could. 

AI Agent's performance metrics include coverage rate, automated interactions, success rate, customer satisfaction, and more.
Track AI Agent’s performance in Gorgias and see how many of your tickets it automates, as well as its success rate, total interactions, and more.

4. Use AI to drive sales—not just support

Too many CX teams still treat AI like a glorified autoresponder. But the most forward-thinking brands are using it to guide shoppers to checkout.

“Our customers often ask: ‘Which carrier is better for warm weather?’ or ‘Will this fit both me and my taller partner?’” said Amber van den Berg, Head of CX at Wildride. “Lisa doesn’t just answer—she gives context, recommends features, and highlights small touches like the fact that a diaper fits in the side pocket.”

With Gorgias Shopping Assistant, brands can turn AI into a proactive sales assistant—answering product questions in real time, referencing what’s in the customer’s cart, and nudging them toward the best option with empathy.

5. CX insights should power the rest of your business

Great support doesn’t stop at the inbox. At Love Wellness, CX is the connective tissue between ecommerce, product, and marketing.

“We meet quarterly with our CX and ecommerce teams to review top questions, objections, and patterns,” said Mckay Elliot, Director of Amazon at Love Wellness. “That feedback goes straight into product development and PDP optimizations on both DTC and Amazon.”

But it’s not just a quarterly ritual. Feedback sharing is embedded in the culture, and they do this with a Slack channel dedicated to customer feedback. 

Dropping in insights is part of the team’s daily and weekly responsibilities. It helps everyone stay close to the content, and it sparks real collaboration on what we can improve. They then use those insights to improve ad messaging and content.

Love Wellness has an internal feedback channel in their Slack
Love Wellness’s team shares customer feedback internally through Slack.

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

Read more: Why customer service is important (according to a VP of CX)

6. Don’t overthink it, start small

One of the biggest mistakes brands make with AI? Trying to do too much, too soon.

Rolling out AI should feel like a phased launch, not a switch flip. The best results come from starting simple, testing often, and iterating as you go.

“We started with one simple question—‘Do you ship internationally?’—and built from there,” said Amber van den Berg of Wildride.

“And if it doesn’t work? You can always turn it off,” added Anne Dyer, Sr. Manager of CX & Loyalty Marketing at OLIPOP. “The key is to test, review, and keep iterating. AI should enhance your human experience, not replace it.”

Test out conversations in Gorgias's AI Agent Test environment
Before you go live with AI Agent, see how it responds to inquiries in the Test environment.

If your helpdesk supports it, start in a test environment to preview answers before going live. Then roll out automation gradually by channel, topic, or ticket type and QA every step of the way.

For most brands, the best starting point is high-volume, low-complexity tickets like:

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

You don’t need to solve everything on day 1. Just commit to one question, one channel, and one hour per week. That’s where real momentum starts.

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

How do you measure the impact of AI in CX?

Most CX teams are used to tracking classic metrics like ticket volume and CSAT. But when AI enters the mix, your definition of success shifts. It’s not all about how fast you handle tickets anymore—it’s about how customers feel after conversations with AI, team efficiency, and the quality of every interaction.

Here are the metric CX teams used to track without AI—and what they track now with AI:

Metrics Tracked Before AI

Metrics Tracked After AI

Total ticket volume

% of tickets resolved by AI

Average first response time

Response time by channel (AI vs. human)

CSAT (overall)

CSAT + sentiment on AI-resolved tickets

Tickets per agent/hour

Time saved per agent + resolution quality

Burnout rate or turnover

Agent satisfaction or eNPS

The best use of AI makes space for human touch

AI isn’t here to replace your CX team. It’s here to free them up, so they can focus on deeper, more meaningful conversations that build loyalty and drive revenue.

So if you’re on the fence, start small. Train it. Review weekly. Build the muscle.

You’ll be surprised how quickly AI becomes your favorite intern.

If you want more tips from the experts featured today, you can:

Why Consolidated Doesn’t Mean Compromised: Top 3 Myths Debunked

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

TL;DR:

  • Consolidation doesn’t mean giving up flexibility. The right all-in-one tools are modular and API-friendly, so teams can customize and integrate freely.
  • You gain efficiency, not lose features. One platform means fewer gaps, less manual work, and faster support.
  • It’s more affordable and faster than you think. Consolidation cuts hidden costs and delivers ROI quickly.
  • Gorgias is built for ecommerce. With a deep Shopify integration and 100+ apps to connect to, it can scale with CX teams, no matter their size.

If your CX team is juggling a dozen different tools just to answer one support ticket, you’re not alone. According to our 2025 Ecommerce Trends report, 42.28% of ecommerce professionals use six or more tools every day. Plus, nearly 40% spend $5,000–$50,000 annually on their tech stack.

That’s a lot of money and a lot of tabs.

It’s no wonder “tech stack fatigue” is setting in. But while many brands are ready to simplify, there’s still hesitation around consolidation. The biggest fear is that all-in-one tools are too rigid or basic to handle the complexity of a growing business.

But the truth is, consolidation doesn’t mean compromise. When done right, it means clarity, speed, and control. It also means fewer tools, smoother workflows, and faster customer support. 

Let’s bust some myths and show you what smart consolidation looks like.

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Myth #1: “All-in-one tools are too rigid”

One of the biggest blockers to consolidation is compatibility. Fifty-two percent of ecommerce professionals said they hesitate to consolidate because they’re worried about tools not playing nicely together. 

That hesitation makes sense. In the past, “all-in-one” tools meant being locked into a single provider’s ecosystem, with limited integrations and rigid workflows. For CX teams managing fast-moving ops and dozens of tools, from email and returns to reviews and subscriptions, the idea of losing flexibility is a non-starter. 

Reality: All-in-one tools are modular, not monolithic

Modern support platforms have moved away from monolithic systems and toward modular API-friendly designs that give brands control instead of constraints. 

If you choose the right platform, consolidation doesn’t lead to a loss of functionality. Instead, it means getting a better-connected system that works smarter.

Just ask Audien Hearing who uses Gorgias’s open API to create an integration with its warehouse software to manage returns directly in Gorgias instead of a shared Google spreadsheet.

They also combine the power of Gorgias Voice with an integration to Aircall to resolve thousands of questions a day. This integration enables agents to access customer and order data directly from Gorgias while on a call—staying in one workspace.

“It's amazing that we're able to create any custom solutions we want with Gorgias's open API. Gorgias is way more than a typical helpdesk if you utilize the features it offers,” says Zoe Kahn, VP of Retention and Customer Experience at Audien Hearing.

View the customer conversation, details, and integration information in one view in Gorgias
Access and update customer data from any integration—without leaving Gorgias—so you can handle inquiries in a single workspace.

Read more: The Gorgias & Shopify integration: 8 features your support team will love 

Myth #2: “We’ll lose features we rely on”

Another common hesitation around consolidation is the risk of putting all your eggs in one basket. If everything runs through one tool, what happens when something breaks or you need to pivot?

It’s understandable, many teams worry that one tool can’t possibly do everything well. Maybe it won’t support their preferred channels, or the automation will be too limited. Or maybe they’ve been burned by a platform that promised too much and delivered too little.

Reality: All-in-one tools reduce gaps, not capabilities

In reality, consolidating gives CX teams more freedom, not less.

Instead of stitching together half a dozen tools and hoping they sync, teams using a single, well-integrated platform gain:

  • A centralized view of the customer
  • Cleaner workflows with fewer manual handoffs
  • Less time spent training agents on multiple systems
  • And fewer gaps in data or context

Under one system, your team doesn’t have to jump between tabs anymore. They can just focus on helping customers, quickly and consistently.

Take it from Osea Malibu, a seaweed‑infused skincare brand that transformed their support quality assurance process using Gorgias Auto QA. Their manual QA system was time-consuming and couldn’t scale as ticket volume surged. But the switch made impressive improvements:

  • QA time reduced by 75%, from over an hour per week to just 15 minutes
  • 100% of tickets now automatically quality‑checked, instead of a small manual sample
  • CSAT increased (during BFCM) to 4.74/5, reflecting better consistency and faster resolutions
Gorgias Auto QA lets agents give feedback on AI and human agent resolutions
Empower both human and AI agents to give more accurate answers with Gorgias’s Auto QA feature.
“Gorgias Auto QA saved me so much time. What used to take over an hour now only takes 15 minutes a week, and I no longer have to worry about spreadsheets.” —Sare Sahagun, Customer Care Manager at Osea Malibu

Myth #3: “Consolidation is expensive and time-consuming”

On paper, consolidation sounds smart. But 47.6% of ecommerce professionals say cost is a barrier, and 40.3% worry about the time it takes to implement a new system.

Sticking with a fragmented stack isn’t exactly cheap or quick, either. Between training new agents, managing multiple vendors, and patching together tools that don’t fully sync, the hidden costs add up fast.

Reality: Consolidation reduces overhead and busywork

It’s not actually consolidation that drains your resources—it’s complexity. And with Gorgias, simplifying pays off fast.

Trove Brands is a standout example. After centralizing their support with Gorgias, they implemented AI-powered order cancellation workflows and saw:

  • 45% of tickets automated, cutting manual workload
  • 70% reduction in failed order cancellations, saving costs and frustration
  • 99.93% faster first response time during BFCM 2024 (from 11 hours 30 minutes to just 30 seconds)
Gorgias AI automatically detects tickets and assigns them with the proper tag
Reduce hours of admin work thanks to AI that labels tickets according to your brand’s system.

Related: The hidden cost of not adopting AI in ecommerce

What’s the top benefit of consolidating your tech stack?

The biggest benefit of fewer tools is efficiency. It’s also a direct line to real business impact.

Constant tab-switching and duplicate data entry mean way too much time spent managing platforms instead of helping customers.

When you consolidate your tech stack, your team spends less time learning new systems, chasing down info, or waiting for one tool to sync with another. 

Instead, they get everything they need in one place, faster replies, smoother workflows, and happier customers.

And that all adds up to better CSAT, lower churn, and a support team that’s finally free to focus on what matters.

What makes Gorgias different from other all-in-one platforms?

Gorgias is built specifically for ecommerce brands, with features that reflect the way CX teams actually work.

As Shopify’s only Premier Partner for customer support, we offer a native integration that pulls in key order data and context automatically, so agents have everything they need without switching platforms. That means conversations, AI, automation, revenue data, and reporting are in one place.

Our open app ecosystem allows you to connect to 100+ tools like Shopify, Klaviyo, Yotpo, and Recharge in just a few clicks. Need more customization? Our add-ons, like AI Agent and Voice let you level up at your own pace.

Whether you're handling hundreds of tickets a week or scaling globally, Gorgias adapts—so you don’t have to keep reinventing your support stack every six months.

Time to rethink your stack

Dr. Bronner’s, a globally recognized organic soap and personal care brand, made the switch from Salesforce to Gorgias to keep up with growing support demands, and it paid off fast.

Here are the results they saw with Gorgias:

  • $100,000 saved in the first year by cutting licensing and developer costs
  • 45% of all customer queries automated after just 2 months
  • 74% reduction in ticket resolution time, powering faster support
  • 11% increase in CSAT, thanks to quicker, more personalized responses

“We don’t get boxed out because we only work with Gorgias tools. Gorgias deeply understands the needs of CX, Shopify, and orders and how those tools work together so that it’s really easy for us to work across the board throughout those tools and that didn’t exist in our last setup at all,” says Emily McEnany, Senior CX Manager at Dr. Bronner’s.

If you’re still stitching together half a dozen tools to handle support, it might be time to ask: Is your tech stack helping you or holding you back?

With Gorgias, you get centralization and flexibility, so your team can move faster, serve better, and scale smarter.

Book a demo or dive into the full 2025 Ecommerce Trends report to see how other brands are rethinking their stacks.

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

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

TL;DR:

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

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

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

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

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

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

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What is an AI shopping assistant? 

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

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

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

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

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

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

1) Discovery (casual browsing) 

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

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

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

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

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

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

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

Impact these metrics 📈

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

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

2) Interested (considering making a purchase)  

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

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

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

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

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

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

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

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

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

Impact these metrics 📈

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

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

3) Ready to buy (strong purchase intent) 

The main reasons customers abandoned a cart in 2025 include:

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

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

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

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

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

Impact these metrics 📈

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

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

Why traditional chatbots don’t cut it anymore

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

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

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

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

Feature

Traditional Chatbot

AI Shopping Assistant

Deflect tickets

Answer frequently asked questions

Upselling

Proactively reaching out to offer support

Use context-based signals to guide shoppers to checkout

Improve conversions with Gorgias Shopping Assistant 

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

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

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

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Guide More Shoppers to Checkout with Conversation-Led AI

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

TL;DR:

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

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

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

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

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

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

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

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AI-powered shopping, built for sales

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

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

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

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

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

Shopping Assistant helps a customer with makeup product recommendations.

Personalization that understands you

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

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

That means it knows if someone has:

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

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

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

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

Dynamic discounts that convert without undercutting

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

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

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

Proactive engagement in 3 ways

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

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

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

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

1. Suggested product questions 

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

2. Ask Anything Input

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

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

3. Trigger on Search

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

Smart recommendations and relevant upsells

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

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

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

Try Shopping Assistant today

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

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

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

TL;DR:

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

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

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

They come from coaching.

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

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

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

The case for coaching your AI Agent 

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

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

Brands that do this well are already seeing massive gains:

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

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

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

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

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

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

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

One owner, one hour a week

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

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

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

Read more: Why your strategy needs customer service quality assurance

Pause and perfect before scaling

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

She temporarily turned off the AI Agent to regroup.

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

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

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

Use data to guide your coaching plan

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

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

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

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

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

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

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

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

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

Learn from your human agents

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

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

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

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

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

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

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

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

Related: How to automate half of your CX tasks

Make your AI sound human (and on-brand)

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

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

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

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

Her AI Agent instructions include clear direction on:

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

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

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

Live coaching: What it looks like in practice

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

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

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

That was a red flag.

Katie immediately stepped in to coach the agent by:

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

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

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

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

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

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

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

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

Here’s what Gorgias offers to help as well:

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

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

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

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

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

TL;DR:

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

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

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

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

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

Watch the full panel here:

5 tactics that power the support sales flywheel

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

1. Personalization at scale starts with smart data

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

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

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

Steal this strategy 

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

2. The power of onboarding calls

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

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

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

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

Steal this strategy

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

3. When in doubt, pick up the phone

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

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

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

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

Steal this strategy

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

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

4. Trust your team to use their judgment

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

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

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

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

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

Steal this strategy

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

5. Training teams to sell without the push

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

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

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

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

Steal this strategy

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

Tools to power your flywheel

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

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

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

Your CX team might be your best-kept sales secret

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

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

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

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

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