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Black Friday–Cyber Monday: Automation

How to Prep for Peak Season: BFCM Automation Checklist

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

TL;DR:

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

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

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

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2025 BFCM automation checklist

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

Tidy up your Help Center

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

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

1. Audit your docs

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

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

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

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

3. Update your policy details 

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

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

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

4. Edit content using easy-to-understand language

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

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

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

Expedite your ticket routing automations

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

Here’s your ticket routing automation checklist:

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

1. Set up automated ticket tags

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

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

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

2. Create an inbox view for each category

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

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

3. Set escalation rules for urgent tickets

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

Tickets to escalate to agents or specialized queues: 

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

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

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

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

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

Prep your macros and AI agent

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

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

1. Write macros for your top FAQs

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

Bad macro:

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

Good macro:

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

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

2. Train your AI on the right sources

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

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

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

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

3. Define the limits of what AI should handle

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

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

Forecast your BFCM staffing needs

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

1. Use ticket volume to estimate the number of agents

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

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

2. Plan extra coverage with automation or outsourcing

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

3. Run agent training sessions on BFCM protocols

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

Map out your logistics processes

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

ShipBob and Loop recommend the following steps:

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

1. Negotiate better rates and processing efficiencies

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

2. Automate inventory reorder points

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

3. Build contingency plans for disruptions

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

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

4. Show shipping timelines on product pages

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

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

Maximize profits with upselling automations

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

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

1. Guide shoppers with smart recommendations

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

2. Suggest alternatives when items are out of stock

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

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

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

3. Engage hesitant customers with winback discounts

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

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

Keep support quality high with QA automations

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

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

1. Automate ticket reviews with AI-powered QA

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

Compared to manual QA, AI QA offers:

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

2. Track both agent and AI responses

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

3. Turn QA insights into coaching opportunities

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

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

Give your ecommerce strategy a boost this holiday shopping season

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

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

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

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19 min read.
The Power of Suggestion

The Power of Suggestion: Why Subtle Cues Create Better Conversations

The difference between “just browsing” and “I’m buying” often comes down to a single, well-placed suggestion.
By Tina Donati
0 min read . By Tina Donati

TL;DR:

  • Suggestion turns browsing into buying by gently guiding action instead of forcing it.
  • Fewer, clearer choices reduce decision fatigue and help shoppers move forward with confidence.
  • A well-timed prompt with a friendly tone can make automation feel like a real conversation.
  • Good design earns trust by being subtle, approachable, and easy to engage with.
  • Small, thoughtful cues create moments of connection that make shoppers feel understood.

Shopping today isn’t a linear funnel. It’s a fluid conversation. Browse → question → help → buy → return → repeat.

Every step is a dialogue between the shopper’s intent and the brand’s response. 

But what bridges the gap between “just looking” and “I’m buying” isn’t persuasion or urgency — it’s suggestion: the subtle design, timing, and language cues that guide action without forcing it.

When done well, suggestion becomes the architecture of trust. It’s also the best way to make AI-powered experiences feel human-first, not tech-first.

This article explores how the power of suggestion — rooted in behavioral psychology and UX design — shapes modern conversational commerce

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Why suggestion matters in the age of conversational commerce

The average ecommerce shopper faces thousands of micro-decisions from the moment they land on a site. Which product? Which variant? Which review to trust? Which shipping method? Each one adds cognitive weight.

Psychologist Barry Schwartz coined the term The Paradox of Choice to describe how abundance often leads to paralysis. In his research, participants faced with too many options were less likely to make a choice and less satisfied when they did.

In ecommerce, that means overload costs conversions. When shoppers must evaluate too many variables, they hesitate, second-guess, or abandon.

Shoppers today expect empathy and ease, not persuasion. When you suggest rather than push, you signal empathy and support.

This is especially important for conversational commerce. Suggestion humanizes automation by making AI interactions feel like conversations rather than transactions.

When you push and persuade, you create a memorable experience for customers — but it’s not the kind you want them to remember.

One Reddit thread perfectly captures the problem: a user tried to cancel their Thrive Market membership and had to ask nine times before the chatbot complied.

A frustrating conversation between Thrive Market's chatbot and customer
A chatbot forces a customer through an automation loop after being asked to cancel their subscription.

Each time, the AI assistant tried to talk them out of it (offering deals, guilt-tripping responses, or irrelevant messages) until the customer’s frustration boiled over.

The thread exploded not just because it was mildly infuriating, but because it illustrated what customers fear most about automation: a lack of empathy.

Suggestion is how you design for trust, ease, and interaction. And for ecommerce and CX professionals, suggestion bridges browsing and buying by prompting dialogue in a gentle, psychologically sound way.

5 ways to use suggestion with agentic AI

The magic of suggestion is that it works with human psychology, not against it. It bridges the space between what a shopper wants to do and what helps them do it.

That’s the foundation of the Fogg Behavior Model, developed by Stanford’s Dr. BJ Fogg. The model states that behavior happens when three things intersect:

  1. Motivation — the user wants to do something.
  2. Ability — they can do it easily.
  3. Prompt — they’re nudged at the right moment.

When these three align, the likelihood of action skyrockets.

In conversational commerce, suggestion is the gentle push that turns intent into interaction.

Below are five ways to apply suggestion with agentic AI (think chat, assistants, and marketing tools) to drive trust, dialogue, and conversion.

1. Build trust with a friendly invitation

A first impression shapes the entire interaction.

A greeting like “Need help?” or “Looking for something special?” signals availability without applying pressure. It’s the digital equivalent of a store associate smiling and saying, “Let me know if you need anything.”

This works because of linguistic framing, which is a form of persuasive language that subtly shapes how people interpret intent.

  • Sentences using personal pronouns (“you,” “we”) increase perceived warmth and empathy.
  • Questions (vs. imperatives) activate a conversational schema in the brain, inviting a cooperative response.
  • Short, low-stakes phrasing signals that engagement is voluntary.

In practice, this means:

  • Replace “Start chat now” with “Need a hand finding the right fit?”
  • Use punctuation and tone cues that convey friendliness.
  • Let the chat invite linger rather than pop up suddenly — this gives users agency.

Take a look at Glamnetic. Its shopping assistant sits at the bottom-right corner of every page. While shoppers scroll on the homepage, a prompt appears: “Shop with AI.” It’s transparent about being an AI chat, but subtle enough to be there for shoppers when they’re ready to use it at their own leisure. 

Glamnetic uses Gorgias Shopping Assistant to encourage customers to ask questions
Shopping Assistant invites customers to ask questions with a non-intrusive chat field in the bottom-right corner of Glamnetic’s website.

Gorgias Shopping Assistant is an easy way to do this. At the right moment, Shopping Assistant appears with a greeting such as “Need help?” or “Chat with our AI!” It’s friendly, low-pressure, optional, more “Hey I’m here if you need” than “Buy now!”

2. Make decisions easier by offering fewer choices

If you’ve ever scrolled through 80 product filters and given up, you’ve experienced choice overload. This is the Paradox of Choice in action: 

More options = higher cognitive effort = lower satisfaction.

Suggestion works because it reduces mental effort. When an AI assistant limits quick-reply options to just a few (say, “Long sleeve,” “Short sleeve,” “Sleeveless”), it transforms chaos into clarity.

Each small tap provides forward momentum, a concept known as the goal-gradient effect: the closer we feel to completing a goal, the faster and more positively we act.

How can you apply this to agentic AI? 

  • Keep quick replies between 3–5 choices — enough to feel personalized, not overwhelming.
  • Present them as progressive steps, not isolated decisions (e.g., “Show me styles” → “Show me colors” → “Add to cart”).
  • Always include a “Something else” or “Other” option to preserve user autonomy.
  • Refresh options dynamically based on prior selections — a technique known as choice scaffolding.

Gorgias’s Shopping Assistant does this well, surfacing only the most relevant next steps. Instead of forcing open-ended typing, it guides shoppers through mini-decisions that build confidence. Here’s an example from Okanui, showing four clear options to reply to Shopping Assistant.

Okanui uses Gorgias Shopping Assistant to provide product recommendations
Gorgias Shopping Assistant asks guiding questions and choices to help customers easily find what they want.

3. Encourage interaction with a user-friendly design 

Before a shopper reads a single word of text, their brain has already judged whether your interface feels safe to engage with.

That’s the Aesthetic–Usability Effect — when people perceive something as visually appealing, they assume it will be easier and more trustworthy to use.

Design psychologist Don Norman put it best: “Attractive things work better because they make people feel better.”

Here’s why visual subtlety matters:

  • Rounded edges and soft shapes signal continuity and friendliness (the human brain associates curves with safety; sharp angles with danger).
  • Muted palettes and neutral contrast lower visual stress, allowing the interface to fade into the background until needed.
  • Micro-animations — like a gentle glow or slide-in — trigger attention without hijacking focus.
  • Minimizable elements give users a sense of control, reducing resistance to engagement.

OSEA’s product description page is a beautiful example of unintrusive design in action. The buttons have rounded edges, the 10% offer isn’t covering other page elements, and the chat sits in the bottom-right corner, making it easily accessible if a shopper has questions about the product.

OSEA Malibu's product description page with Gorgias's chat icon in the bottom right corner
OSEA makes getting answers easy by displaying Gorgias’s chat bubble icon in the bottom-right corner of their product pages.

4. Match your timing to the customer’s pace

Timing is everything in suggestion-based design. Even the most thoughtful interaction will fail if it appears at the wrong moment.

That’s where the Fogg Behavior Model becomes tactical: Behavior = Motivation × Ability × Prompt

When shoppers are motivated (interested in a product) and able (engaging is easy), a well-timed prompt (chat bubble, message, or offer) turns potential into action.

But mistime it, and you risk the opposite. A chat that appears too early feels like spam. Too late, and the user’s interest window closes.

Here’s how to align the timing sweet spot:

  • Use behavioral triggers: Fire prompts after meaningful engagement (e.g., 25–30 seconds on a product page, reaching 70% scroll depth, or idling for 15 seconds).
  • Match prompt to context: Offer size guidance on apparel pages, warranty info near checkout, or live help on return pages.
  • Respect frequency: One well-placed nudge beats five redundant ones.
  • Localize timing: Adjust based on device and location. Mobile users often need faster cues due to shorter browsing sessions.

Gorgias Shopping Assistant does all of the above. Using context — such as the current page, conversational context, and cart behavior — helps the AI trigger prompts like “Need help choosing a size?” or “Have questions about shipping?”

Three questions automatically prompted by Gorgias AI Agent

5. Aim to educate, reassure, or inspire — not just sell

Every small suggestion — a phrase, a button shape, a pause, a tone — creates what behavioral economists call a moment of micro-trust.

Individually, these moments may feel insignificant. But together, they turn a static interface into a relationship.

When greeting, choices, design, and timing align, conversation becomes the natural outcome — not the goal. That’s what conversational commerce gets right: it reframes success from “did they convert?” to “did they connect?”

For CX teams, this shift requires designing for the emotional continuity of the experience:

  • Did each prompt respect the shopper’s autonomy?
  • Did the interaction feel like a two-way exchange?
  • Did the system adapt to intent rather than dictate it?

We love this example from Perry Ellis to drive this tip home:

Perry Ellis uses Gorgias Shopping Assistant to surface product recommendations including images and prices
Perry Ellis uses Shopping Assistant to surface recommendations right in chat. 

Designing for trust in an age of AI

As AI continues to shape how people shop, brands face a choice: Design for control, or design for trust.

Suggestion is the path to the latter.

The right cue, delivered at the right time, reminds people that even in automated spaces, there’s still room for empathy and understanding.

Gorgias was built on the belief that great commerce starts with conversation, not conversion.

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min read.
AI Agent is Getting Smarter

AI Agent Keeps Getting Smarter (Here’s the Data to Prove It)

2025 was a big year for AI Agent—and the data proves just how much smarter it’s become.
By Gorgias Team
0 min read . By Gorgias Team

TL;DR:

  • AI Agent is getting more accurate every month: It’s improved 14.9% this year thanks to better LLMs, constant updates, and user feedback.
  • It writes more correctly than most humans: With a 4.77/5 language score, it’s nailing grammar, tone, and clarity better than human agents.
  • It’s empathetic, too: AI Agent now shows more empathy and listens better than human agents.
  • Brands are gaining confidence fast: Quality scores jumped from 57% to 85% in just a few months, and CX teams are noticing.
  • Customers are almost as happy with AI as with humans: AI Agent’s CSAT is just 0.6 points shy of human agents’ average CSAT.

Handing trust over to AI can be intimidating. One off-brand reply and you undo the reputation and customer loyalty you’ve worked so hard to build. 

That’s why we’ve made accuracy our top priority with Gorgias AI Agent.

For the past year, the Gorgias team has been hard at work fulfilling the pressing  demand for accuracy and speed. AI Agent is getting smarter, faster, and more reliable, and merchants and their customers are happier with the output. 

Here’s the data.

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AI Agent delivers more accurate answers than ever

This year, AI Agent’s accuracy rose from 3.55 to 4.08 out of 5, a 14.9% improvement from January. This average score is based on CX agents' ratings of AI Agent responses in the product, on a scale of 1 to 5.

A line graph showing Gorgias AI Agent's accuracy from Jan to October 2025
Brands give AI Agent’s accuracy a 4.08 out of 5 as of October 2025.

In the past year, we’ve improved knowledge retrieval, added new integrations, expanded reporting features, and asked for more feedback in-product.

We saw the steadiest leap in July, right after the release of GPT-5. AI Agent began reaching levels of consistency and accuracy that agents could trust.

AI Agent writes with more linguistic precision than humans

Clear, easy-to-understand language helps people trust what they’re reading. Website Planet found that 85% more visitors bounced from a page when typos were present. That’s why we’ve made it a priority for AI Agent to respond to customers with correct grammar, syntax, and tone of voice

The efforts have paid off: AI Agent scores a high 4.77 out of 5 in language proficiency compared to 4.4 for human agents. The result is error-free messages that are easy to read and consistent with your brand vocabulary.

Language proficiency (AI Agent vs Humans)
AI Agent has consistently scored one point higher in language proficiency than human agents.

AI Agent shows that empathy can be scaled

Accuracy isn’t just about saying the right thing; it’s also about how a message lands. For that reason, we track AI Agent’s communication quality. Did it reply with empathy? Did it exhibit active listening and respond with clear phrasing?

Recently, AI Agent is even scoring slightly above humans with 4.48 out of 5 in communication, compared to 4.27. This means AI Agent captures the nuance of every message by considering the background context and acknowledging customer frustration before it gives customers a solution. 

AI Agent resolves every part of a customer’s question

What happens when a ticket ends without a clear answer? Customers feel neglected and leave the chat still unsure. This can make your brand look out of touch, leaving customers with the lingering feeling that you don’t care.

But don’t worry, we built AI Agent to close that loop every time: AI Agent’s resolution completeness score sits at a perfect 1 out of 1, compared to 0.99 out of 1 for human agents. 

In practice, this means customers feel cared for and understood, while your team receives fewer follow-ups, giving them more time to focus on strategic, high-priority tasks.

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

Brand confidence is on the rise

Building a great product is a two-way conversation between our engineers and the people who use it. We listen, review feedback, ship changes, and measure what improves.

From January to November 2025, AI Agent quality rose from about 57% to 85%. August was the first big step up, and September kept climbing. Brands are seeing fewer low-quality or incorrect answers and more steady decisions.

This is proof that merchants and their shoppers are witnessing the improvements we’ve been making, for the better.

AI Agent quality based on brand feedback
As of November 2025, AI Agent’s responses are rated 85% for quality based on brand feedback. 

Related: The engineering work that keeps Gorgias running smoothly

Shoppers are rating AI support almost as high as human support

At the end of the day, what matters is how customers feel when they talk to support. Do they trust the answer? Do they find it helpful? Are they running into more friction with AI than without it?

Our data shows that customers are appreciating AI assistance more and more. Since the start of 2025, AI Agent on live chat has gotten a CSAT score 40% closer to the average CSAT of human agents. For email, the gap has narrowed by about 8%.

The goal is to eventually achieve a gap of zero. At this point, AI’s support quality is indistinguishable from that of humans. To get there, we’re focusing on practical improvements like accuracy, clear language, complete answers, and better handoff rules.

A line graph showing the CSAT gap between AI Agent and humans on chat vs. email
AI is slightly below human performance at -0.6 points, but is trending upwards quarter over quarter. 

How we measure CSAT gap: The CSAT gap is calculated by subtracting AI CSAT from human CSAT. When the number is closer to zero, AI is catching up. When it’s negative, AI is still below human results.

Reliable AI interactions start with accuracy

Behind every accurate AI reply is a team that cares about the details. AI Agent doesn’t make up answers—it follows what you teach it. The more effort your team puts into maintaining an up-to-date Help Center and Guidance, the better the customer experience becomes.

As we look ahead to 2026, we’re focused on fine-tuning knowledge retrieval logic, refining Guidance rules, and continuously learning from feedback from you and your customers.

We’re proud of the strides AI Agent continues to make, and can’t wait for more brands to experience the accuracy for themselves.

Want to see how AI Agent delivers exceptional accuracy without sacrificing speed? Book a demo or start a trial today.

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

Further reading

Automate WISMO Requests

What's The Secret to Reducing WISMO Requests?

By Jordan Miller
14 min read.
0 min read . By Jordan Miller

Quick summary:

A lack of proactive communication and resources from businesses largely causes WISMO. The best way to reduce WISMO is to provide self-service resources like a chat widget with automated responses and a shipping policy page allowing customers to track orders and find solutions.

WISMO (where is my order?) is the most common question in ecommerce, accounting for 18% of incoming requests on average, according to Gorgias data. 

While WISMO requests are common, too many of them signal an un-optimized customer experience and cause real consequences:

  • Longer first response times for all requests, due to a cluttered inbox of WISMO requests
  • Frustrated customers that don’t want to wait for an answer to this simple questions
  • Overloaded customer service teams who don’t have energy for more important questions 

By developing a strategic plan to manage WISMO requests that includes automation and self-service resources, ecommerce businesses can cure overflowing inboxes and provide better customer experiences. 

Below, learn how to develop your own strategy to stop WISMO requests before they ever turn into support tickets.

What is WISMO?

WISMO is an acronym that stands for “Where is my order?” It’s a common question customers often ask after making a purchase. 

The answer to this question depends on the status of the customer’s order:

  • Order received, not yet shipped
  • Order shipped, in transit
  • Order delivered
  • Order lost

What are where is my order (WISMO) requests?

Common WISMO requests along the customer journey 

WISMO queries can look like…

  • “Where is my package?”
  • “Why hasn’t my order arrived?
  • “When will you ship my order? I haven’t received it.”
  • “What happened to my order?”
  • “Give me updates about my order.”
  • “Have you lost my order?”
  • “I’m still waiting for my order.”
  • “Please ship my order as quickly as possible.”
  • “I need my order to arrive today.”

A customer may reach out to you with a WISMO inquiry via phone, email, SMS, live chat, chatbot, or social media (direct message or through post comments). However, customers tend to reach out only if: 

  • You don’t provide a confirmation email with tracking information after purchases
  • They don’t know the estimated delivery date
  • They have issues with tracking their order using the code you’ve provided
  • The shipping date has passed or their order never arrived (without an update)

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Why you should care about WISMO

The moment a new customer clicks “Submit” on a checkout page, they’ll start thinking (a lot) about their order. According to Forbes, the average customer checks the status of their order 4.6 times.

If a customer doesn’t hear anything about their order from you or has to wait too long for an update, they’ll likely get anxious and send you a WISMO request. 

Apart from that, there are additional reasons you should pay attention to WISMO calls: 

  • 33% of consumers across all markets have made a complaint to a retailer about delivery. Approximately 69% say the ability to track orders is one of the top three considerations when buying a product online. (Metapack)
  • 2 out of 5 US online customers say they are much more likely to buy when they have visibility into delivery dates in advance. As for delays, 70% of customers are less likely to shop with the retailer again if an item is delayed and the retailer fails to inform them about the delay. (Forrester and Bizrate Insights)
  • 83% of customers said convenience is more important now than 5 years ago. They want convenience in finding and researching products, comparing prices, checking inventory and shipping methods, and more. (National Retail Federation)  
  • 73% of customers will consider switching to a competitor after one negative customer service experience, adversely impacting customer loyalty and creating a ripple effect of challenges for a business. (The Northridge Group)

4 causes of WISMO

A surge in WISMO requests is a result of both internal and external factors, primarily rooted in a lack of communication and insufficient systems. Here are four internal and external causes to help you address and mitigate WISMO tickets.

Internal causes of WISMO

Addressing the internal causes of WISMO tickets is crucial if you're looking to enhance your order tracking and customer communication processes. Here are two key internal reasons for WISMO tickets:

  1. Inadequate order management systems: Outdated or inefficient order management systems can lead to inaccuracies in order tracking. This leads to customers seeking reassurance about the status of their orders.
  2. Poor cross-team communication: When there is a lack of effective communication between teams like logistics, customer service, and inventory management, it can cause delays in order processing and delivery. Since customers are unaware of these internal issues, they request for WISMO information.

External causes of WISMO

External factors are often beyond your business' direct control but can be managed through proactive measures. Here are some external reasons for WISMO tickets:

  1. Lack of real-time tracking information: If your order tracking system lacks real-time updates, customers may be left in the dark about the exact location of their packages. As a result, they submit WISMO tickets to discover their order status.
  2. Shipping carrier delays: External shipping carriers can encounter unexpected delays due to weather conditions, customs issues, or other unforeseen events. When customers experience shipping delays, they directly ask the merchants for clarity.

When you identify both the internal and external causes of WISMO inquiries, you can take proactive steps to decrease their occurrence and improve the overall customer experience.

What is the real cost of WISMO?

Most ecommerce merchants are aware of WISMO and the support costs associated with handling tickets, but not all of them understand the true cost of leaving all WISMO requests to a human. 

What is the cost of WISMO requests?

1) When a human agent responds to the WISMO request

When customers send WISMO requests to your human team, you’ll end up paying the most due to the cost of a human agent searching for the answer and responding manually. In this case, you’ll have to pay for the price of one ticket and customer support agent labor, which comes out to an estimated $12. 

Here’s the math:

  • Price of one ticket: Between $0.18 and $0.40
  • Customer support agent cost per hour: About $30
  • Working hours per day: 8
  • Average # tickets answered per day: 20
  • The labor cost of one ticket: ($30*8)/20 = $14
  • What a WISMO request costs you: From $12.18 ($0.18 + $12) to $12.40 ($0.40 + $12)

Imagine you have 1,000 orders per month and receive 150 WISMO requests. Each month, you’re paying $1,860 (150*$12.40) just to answer questions about order status.

Additionally, a queue full of WISMO tickets also means your team has less bandwidth and time to respond to frustrated customer emails and resolve priority tickets (like pre-sales questions or questions from VIP customers).

2) When you answer the ticket with automation

Let’s say you’ve created an automated response for WISMO in Gorgias using a Rule, or an automatic reply with a helpdesk like Gorgias. When a customer asks, “Where is my order?,” they’ll receive an automatic answer with personalized details about their order status without any human intervention. 

Automated responses to WISMO requests.

In this case, what WISMO request costs you is the price of one billable ticket in your Gorgias helpdesk, which is between $0.18 and $0.40, depending on your plan.

Most brands wince at the words “automated answer,” and for good reason. Some brands overuse automation, providing a frustrating customer experience. But customers would much rather have this information instantly available than wait for a “human touch.” And if your human agents spend all their time on these simple questions, they won’t have time or energy for tickets that actually need a human touch.

Jewelry brand Jaxxon has found success implementing automation into its customer support: 

“I was very apprehensive about using automation, but we're really liking it! I've tested it out myself as if I'm a customer, and it's really a smooth process.”

— Caela Castillo, Director of Customer Experience at Jaxxon

‎3) When the customer gets an answer via self-service 

This is the cheapest option for your business and the most convenient option for your customers.

When you’re able to deflect WISMO queries with self-service, your cost will be $0! If you can direct people to real-time order tracking in your chat widget, Help Center, or FAQ page, you ensure that customers get an answer before a ticket gets created and your support team can focus on the people with more complicated issues. 

Check out this video to learn how to provide order tracking (and more) in chat to customers with the Gorgias Automate product:

‎But wait, is automating responses good for CX?

When people ask for a status update on an order, they’re looking for a simple information exchange — not friendly conversation. Most likely they’re looking for an immediate answer without having to type up an email and wait for a response. 

If your agents are busy responding to simple WISMO tickets, they won’t be available to provide the human touch on tickets that actually need it. Plus, customers can always ask follow-up questions via email, chat, or phone if they really need more information.

4 ways to reduce WISMO requests

Most customers send in a WISMO inquiry because they’re concerned about their order. The best thing that customer service teams can do to reduce the number of these requests is to provide order status information proactively

Reduce WISMO requests

1. Enable a self-service portal for order tracking 

In Gorgias, you can enable the self-service portal feature on your chat widget and Help Center to quickly resolve WISMO requests. This feature allows your customers to check their order status, package tracking number, and shipping details on their own. They can also request a cancellation or return, and report issues about their order — all without having to type up a message.

Reduce WISMO requests with self-service in the chat widget.

This strategy has proven effective for the Jaxxon team. “Chat used to be a support tool for repetitive questions and problem solving,” says Caela. “But now self-service takes care of that for us. Within a month of launching self-service, we’ve seen that our live chat (billable chat tickets) went down by 17%.”

Businesses can also provide this self-service order tracking via a help center. For example, shoe brand ALOHAS offers a “Manage your orders” section at the top of its help center with Gorgias.

Reduce WISMO requests with self-service in a Help Center

Check out this tutorial to learn how to install this feature for your helpdesk

2. Automate shipping updates at each post-purchase stage

Just showing delivery estimates on your website isn’t enough. You should also keep customers posted on their order fulfillment status at each post-purchase stage to ensure a smooth delivery process and a positive delivery experience. You can automate delivery update emails within Shopify if you have a Shopify store.   

Order confirmation emails.
Princess Polly

Start with these:

  • Send an order confirmation email notification: Let a customer know you’ve received their order and will start processing it. 
  • Provide a branded tracking page: Use third-party shipping and fulfillment apps like AfterShip to create a branded tracking page. Doing this is a great way to control the number of WISMO requests, create a better order tracking experience, and maintain your brand consistency. 
  • Send packing and delivery notifications: Inform the customer when you complete the packaging and start shipping orders to increase their trust. 
  • Send delay updates: If there is any delivery delay, tell your customer. Being proactive and giving an honest update will keep them satisfied with your post-purchase experience

📚 Read more about how to optimize your customer experience to deflect WISMO tickets and generate revenue.

3. How to use automated responses to handle WISMO requests

If customers do send you a message about the status of their order, they expect a quick response from you. To fulfill their expectation, you can accelerate your responsiveness by using customer service automation to deliver an immediate response.

In Gorgias, you can create automated responses for WISMO requests no matter if order tracking is available or not. Here’s how:  

1. When Tracking is Available

Step 1: Go to Settings > Rules > click Create a new rule that will send an automated response to your customer.  

Step 2: Do the following: 

Rule to identify WISMO requests.
  • Select WHEN -> Ticket created as a trigger. 
  • Click THEN, and select an IF statement. 
  • Select message intents -> name -> contains all of -> shipping/status. 
  • Click again on the IF button, and select AND. 
  • Choose date of last order (Shopify variable) -> Less than -> 20 days ago.
  • Click again on the IF button, and select AND. 
  • Choose last order tracking number -> IS NOT EMPTY.

Step 3

  • Click THEN, select Set Status as an action > closed to automatically close all tickets with this subject. 
  • Click THEN again, select Add tags > type Order status/auto-reply.
  • Click THEN again -> choose Reply to customer as an action -> type your message. Your answer can be like this:

Hey {{customer first name}},

Get excited! Your order {{number of last order}} is on its way to <address 1, address 2, Zip code, city, province>.

Here is the latest: {{ Tracking URL of last order }}

{{ Tracking number of last order }}

Let us know if you have any other questions. 

WISMO request response when tracking information is available.

Step 4: Click Save rule and activate the rule. 

2. When Tracking isn’t Available

Sometimes, the delivery status for orders on the order status page hasn’t been updated. Reasons can be you haven’t shipped the order yet, or your courier doesn’t support real-time tracking.

In this case, you can create the following rule to send an automated answer to your customer’s WISMO request.

Step 1: Go to Settings > Rules > click Create a new rule that will send an automated response to your customer.  

Step 2: Do the following: 

WISMO request when tracking information is not available.
  • Select WHEN > Ticket created as a trigger. 
  • Click THEN, and select an IF statement. 
  • Select message intents -> Name -> Contains all of -> shipping/status. 
  • Click again on the IF button > AND. 
  • Choose last order fulfillment status -> IS NOT > fulfilled.
  • Click again on the IF button > AND > message intents > DOES NOT CONTAIN ANY OF > type exchange/request and order/change.

Step 3

  • Click THEN, select Set Status as an action > closed to automatically close all tickets with this subject. 
  • Click THEN again, select Add tags > type Order status/auto-reply.

Tag WISMO tickets.
  • Click on THEN again -> choose Reply to customer as an action -> type your message. 

Your answer can be like this:

Hey [customer first name],

Working hard to fulfill your order, please check here for now: .

Here’s your order number .

Keep an eye on a tracking email soon!

WISMO response when tracking information is not available.

Step 4: Click Save rule and activate the rule. 

If you subscribe to the Automate product, you’ll get access to autoresponders managed by the Gorgias team, so you won’t have to set these Rules up yourself:

‎4. Be transparent and upfront about your shipping policy 

A clear shipping policy helps you proactively set the right customer expectations around shipping times and costs. It’s also useful to reduce support tickets because customers can find the answers to their shipping questions themselves. 

When you maintain an open dialogue with customers, you give them more confidence to buy from you. They’ll trust you, talk about you on social media, and keep coming back to your store. 

Your shipping policy should include information about order processing time, estimated delivery time, potential service interruptions, and disclaimer. You can display this policy on product detail pages, cart pages, FAQs page, or help center, for example: 

Shipping policy example 1
Lifeboost Coffee

Since the wake of the Covid-19 pandemic and supply chain issues, many online stores have set up a dedicated page for showing how they’re handling shipping. They also inform shoppers by displaying the information on a website announcement bar or popup. 

Here’s an excellent example from Go-To Skincare: 

Shipping policy example 2.
Go-To Skincare

You should also always link to an order tracking portal within all order confirmation emails so that customers can self-serve checking in on order status. 

And, as an alternative to sharing the order number front and center in the confirmation email, consider putting “track order” that links to your self-service order tracking portal. You should still share the order number, but provide an even more prominent call to action to track orders on your website rather than your carrier's (like FedEx or USPS). 

Automate WISMO to save time for higher-impact projects

Proactively solving for WISMO requests with automation and self-service can help you reduce customer service costs, increase customer satisfaction, and improve your support agents’ performance. That was the case for the ALOHAS team. 

“Since we started to fully leverage Automate, overall, 56% of chat tickets are handled by self-service.”

— Annalisa Micalizzi, Manager of Global Customer Service at ALOHAS

Once agents are, they can start reaching out to live shoppers to unblock sales, proactively DM customers to bring social traffic to the website, or a myriad of other revenue-boosting CX activities.

Ready to outgrow WISMO with Gorgias? Claim your demo or start a free trial.

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Best Shopify Apps to Increase Sales

17 Non-Obvious Shopify Apps To Increase Sales

By Ryan Baum
15 min read.
0 min read . By Ryan Baum

On the Shopify App Store, you'll find no shortage of apps purporting to increase your store's sales. 

But while most of these apps do indeed offer some value, many sales-boosting activities are actually activities that are not directly related to sales — chiefly by improving the customer experience before and after customers make a purchase.

With that in mind, we decided to break down some of the best Shopify apps for both directly and indirectly boosting your sales. Read on to see our full list of top-selling, sales-boosting apps.

1) Carthook: Upsell customers right after checkout

Shopify rating: 4.2 ⭐ (35 reviews)

Conversion rate optimization is underrated. Most online stores focus so much on promotion: more money on ads, more emails, more marketing. But boosting your store's conversion rate means that all of those customers you are driving to your site with your marketing efforts are that much more likely to place a purchase.

And that's exactly what CartHook helps you do. Not only can you optimize your checkout with CartHook's drag-and-drop tool, you can also add upsells to your checkout process. 

Unique features

  • Drag-and-drop functionality for creating customized post-purchase offers
  • Large library of post-purchase offer templates along with addable elements such as timers, CTAs, and product descriptions
  • Intuitive dashboard for tracking the revenue generated from your post-purchase offers

Pricing

  • Paid plans start $50/month

How this app helps boost sales

Upsells and cross-sells are both great strategies for increasing average order value, which boosts revenue without having to spend tons on marketing efforts to bring more customers to your site. 

By sending these upsell and cross-sell offers automatically following a purchase, Carthook turns every sale on your website into an opportunity for even more revenue generation.

 2) Klaviyo: The go-to SMS and email marketing app

Shopify rating: 4 ⭐ (1,650 reviews)

Imagine that you buy two dresses from a store. The store sends you an email informing you they have a pair of shoes on sale that would go well with those dresses. Which is more powerful: that email or a generic one inviting you to buy as much as possible on their site?

Klaviyo, the best Shopify app for SMS and email marketing, takes care of this for you. It gathers data on purchase history, browsing history, engagement, and demographic information to create hyper-targeted promotions at scale.

Learn more about how Klaviyo integrates with Gorgias.

Unique features

  • Automated campaigns based on triggers such as cart abandonment triggers, price drop triggers, and back-in-stock triggers
  • Analytics dashboard that provides real-time insights on all of your email marketing campaigns
  • Large library of email templates to help you easily create marketing emails that make you look like a pro

Pricing

  • Free plan available
  • Paid plans start $5/month

How this app helps boost sales

Email marketing remains a highly effective way to reach customers and drive sales. Email marketing that is targeted and personalized, meanwhile, is all more the more advantageous. With Klaviyo, you'll be able to create automated, personalized email marketing campaigns that are hyper-targeted for optimum conversion rates.

3) UpOrder (formerly Spently): Customize your Shopify notifications

Shopify rating: 4.8 ⭐(579 reviews)

According to a study by Experian, transactional emails average a 114.3% open rate and a 14.4% click rate vs. promotional bulk emails, which average a 12.5% open rate with a 3.1% click rate — that’s 10X open rate, 5X click rate, and 6X more ROI.

This provides a great opportunity to personalize your store’s push notifications to match your brand, facilitate engagement and drive repeat purchases using marketing components.

These include personalized product recommendations, unique discount codes, countdown timers, and referral components. Paired with analytics so that you can iterate with data — after all, you can’t manage metrics that you can’t measure.

Spently makes it easy to customize your Shopify notifications using their builder, allowing you to leverage this captive audience’s engagement within minutes.

Unique features

  • Drag-and-drop designer for customizing all 27 Shopify email notification templates
  • In-app dashboard that provides ROI-based reporting and analytics
  • Recommendation engine that can automatically provide personalized product recommendations

Pricing

  • Free plan available
  • Paid plans determined by # of orders per month

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How this app helps boost sales

One of the few drawbacks of email marketing is that not everyone opens brand emails. But the high open rate of transactional emails make them an excellent medium for broadcasting key marketing messages. 

By enabling you to customize these notifications and transactional emails to include product recommendations and other marketing materials, Spently lets you capitalize on the captive audience these emails and notifications provide.

4) Gorgias: The customer support platform that boosts revenue

Shopify rating: 4.4 ⭐(533 reviews)

According to data from Shopify, 7 out of 10 online shoppers say that they will spend more money with a business that provides consistently great customer service. However, providing this type of customer service can be tedious and overwhelming without the right tools.

Fortunately, Gorgias solves this problem with Macros and Rules automation. Our helpdesk app allows you to set up rules for frequently asked questions. It detects the text in a conversation and responds based on the rule you create.

For example, Gorgias automatically deflects WISMO tickets and keeps shoppers up to date on their order status. Because of our user-friendly integration with Shopify, we can pull the order data based on the customer's email address and insert that into the reply — no need to copy/paste information or switch tabs

Plus, you can connect all your social media accounts, SMS, voice, and more, for an omnichannel solution

It's easy to set up, and we help you create these rules, so start a free trial here!

Unique features

  • Centralized customer support dashboard where agents can respond to messages across numerous support channels
  • Rules, Macros, and automations for deflecting common customer questions and automating tedious customer support tasks
  • Fast-loading live chat widget for offering live chat support on your ecommerce site, including a contact form for building an email list

Pricing

  • Paid plans start $10/month

How this app helps boost sales

Today, customer experience is the new battleground on which Shopify sales are won. By offering exceptional customer support via Gorgias, you can improve customer loyalty and generate more referrals and word-of-mouth advertising. 

Gorgias also enables brands to draw a direct line between customer support and revenue generation with detailed revenue statistics showcasing the impact of customer support on your brand's bottom line.

5) Okendo: Display social proof

Shopify rating: 4.9 ⭐(663 reviews)

Real-world shopping is often a very social activity. You get together with your friends and go to stores to try out products. Studies show that we're most influenced by what our friends think and say about a brand.

When we shop online, that social element tends to be missing. That's why you need Okendo, the best Shopify app to mimic that social element and showcase customer experiences.

Okendo makes it easy for you to collect what people say about your products and brand and display them on your Shopify store at key points. This enhances the customer experience allowing them to see your products in a social context.

Through a range of user-generated content like ratings, reviews, trust badges, photos, and even videos, your visitors to your store can see how others are using and loving your products, increasing the chances that they will purchase.

Learn more about how Okendo integrates with Gorgias.

Unique features

  • Allows customers to visually showcase their experience by adding photos or videos to their review
  • Enables you to request customer reviews via automated post-purchase emails
  • Offers tools for publishing user-generated content on social media and at strategic locations on your website

Pricing

  • Paid plans start $19/month

How this app helps boost sales

Customer reviews provide your products and brand with powerful social proof, providing unbiased information guaranteed to increase customer trust. 

By helping you collect more of these invaluable reviews and enabling you to display them at key points across your store, Okendo creates a more social customer journey that will improve your store's conversion rate.

6) Returnly: Create a streamlined returns process

Shopify rating: 4.6 ⭐(165 reviews)

Returnly is a Shopify app that helps you create a more customer-friendly returns process and helps reduce the negative impact of product returns by incentivizing customers to exchange their product rather than return it for a refund. 

Returnly allows you to create transparent return policies and enables customers to return products without jumping through hoops. It also connects with your existing logistics systems to handle these returns at a lower cost to you and your customers.

More interestingly, Returnly has an instant refund feature where customers can get a refund on their returns before sending the product back. You may think it results in fraud, but it actually increases customer loyalty and results in re-purchases!

Learn more about how Returnly integrates with Gorgias.

Unique features

  • Encourages exchanges by enabling customers to receive the correct item before returning their previous item
  • Includes a fully-branded, customizable returns portal
  • Automates the returns process to reduce your team's workload

Pricing

  • Paid plans start $99/month

How this app helps boost sales

Product returns can take a big chunk out of an online store's profits, but it's still important to offer a smooth and easy returns process to retain more loyal customers. Not only does Returnly help boost customer loyalty by offering them a hassle-free returns process, but it also helps mitigate the financial impact of returns by encouraging customers to exchange their items instead. 

This sort of "addition by subtraction" grows your store's sales by reducing the number of lost sales due to returns.

7) Loop Returns: Another excellent returns management app

Shopify rating: 4.3 ⭐(29 reviews)

Loop Returns is a returns management app that shares much in common with Returnly. Both apps enable you to streamline the returns process for your customers by creating returns policies and branded returns portals.

However, one key difference is that Loop Returns incentivizes exchanges over refunds by offering customers bonus store credit for choosing to exchange their item rather than return it. This helps mitigate the impact of product returns on your store's bottom line.

Learn more about how Loop Returns integrates with Gorgias.

Unique features

  • Encourages customers to exchange products by offering them bonus store credit
  • Includes a customizable returns portal that enables one-click exchanges
  • Automates the returns process by auto-enforcing the return policy that you create

Pricing

  • Paid plans start $59/month

How this app helps boost sales

Loop Returns provides the same sales-boosting benefits that we've already covered for Returnly — it just goes about it slightly differently. With Loop Returns, you'll be able to incentivize customers to choose exchanges over returns by offering them bonus credit. Your customers will love this, and the cost of the bonus credit you provide is sure to be lower than the losses incurred by processing a return.

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8) Shoelace: Run automated retargeting campaigns

Shopify rating: 4.5 ⭐(404 reviews)

Retargeting ads are an excellent way to recapture potential customers who have already discovered your products, and Shoelace is an app that completely automates this process for you. It's like hiring the world's best retargeting expert to run your campaigns, but really it's just an excellent Shopify app.

Once you plug Shoelace into your ecommerce store, it starts to generate campaigns on its own. Yup, it even suggests the ad creatives, so all you have to do is approve it. Then it retargets visitors based on the pages they visited and the products they're interested in. That makes it highly personalized to them.

Imagine you sell all types of fashion items, from shirts to shoes. Someone visits your site to look at a shoe and then browses a competitor to compare prices. Instead of a generic retargeting ad that most stores create, your ad automatically promotes that specific shoe, reminding them to come back and purchase it.

Unique features

  • Runs automated social media retargeting ads, no coding required
  • Runs automated Google Ads retargeting ads
  • Boasts an impressive library of pre-built ad templates

Pricing

  • Paid plans start $79/month

How this app helps boost sales

It's rare these days that customers will purchase a product as soon as they discover it. It's much more common for customers to take their time, researching your product and comparing it to competitors. 

However, you want to make sure that customers who discover your product don't forget about it throughout this process, and retargeting ads are a great way to keep it on the forefront of their mind. Shoelace runs these powerful retargeting ads automatically, ensuring that anyone interested in your products is carefully nudged toward a purchase.

9) Shopify Flow: Automate ecommerce activities

Shopify rating: 3.3 ⭐(36 reviews)

Running an ecommerce business is a lot of work. One great way to free up time in your schedule is to list all the repetitive or mundane tasks you and your team are doing and automate them. Anything involving data transfers, synchronizing customer information, updating tags, etc., can and should be automated.

With Shopify Flow, you can set up rules to do this. For example, if you want to tag a customer as high value based on their purchase volume, you can set up a workflow like the one in the image.

That tag can also be passed on to your other apps, like Gorgias, so that it’s synchronized. To take it a step further, you can set up an automated ticket prioritization system in Gorgias based on tags so that the high-value customers get priority.

It may seem like a little thing but even if tagging a customer in different systems takes only a minute, when you multiply that by the number of sales coming through during BFCM you could potentially save hours.

And the time you save can be used to put out fires without feeling overwhelmed or dropping the ball.

Unique features

  • Trigger, condition, and action building blocks for creating workflows
  • Install pre-built workflow templates for popular use cases in just three clicks
  • Use time delays to ensure that workflows execute at the right moment

Pricing

  • Free plan available for customers on Shopify, Advanced, or Shopify Plus plan

How this app helps boost sales

Automating time-consuming ecommerce tasks won't directly boost your store's sales, but it will free up time for yourself and your team so that you have more time to focus on the activities that will actually grow your sales.

10) ShopMessage: Launch automated Facebook Messenger Campaigns

Shopify rating: 4.3 ⭐(129 reviews)

Chat apps and Facebook Messenger have become increasingly popular in recent times. Many retailers are now using Messenger to communicate directly with customers and promote products. Most of the time this is completely automated — but done tastefully.

How do you set this up? With ShopMessage, the Messenger marketing automation app for Shopify stores.

ShopMessage automatically creates conversations with customers based on their interactions with your store. If they add a product to the cart and then abandon it, they'll get a Messenger chat asking them to complete the purchase. Plus, they have analytics, so you can see how much revenue your campaigns generated!

Learn more about how ShopMessage integrates with Gorgias.

Unique features

  • List segmentation tools for segmenting your Facebook Messenger list
  • Use ShopMessage pop-ups for building your Facebook Messenger list
  • Leverage ShopMessage Flows to send automated Facebook messages triggered by various customer actions

Pricing

  • Paid plans start at $9/month

How this app helps boost sales

Facebook Messenger is an excellent marketing tool for ecommerce brands to utilize. With ShopMessage, you can grow and segment your Facebook Messenger list, then create targeted and automated Facebook Messenger campaigns promoting your store's products.

11) Smile.io: Create and manage a loyalty program

Shopify rating: 4.8 ⭐(4,844 reviews)

We've talked about creating personalized promotions and providing excellent support to turn customers into loyal fans. Loyalty is powerful because it means recurring sales rather than deal-hunters who only come by when you have a promotion.

There's another way to increase loyalty: creating rewards programs. With Smile.io, you can make your customers feel special by rewarding them for shopping at your store. You can assign points to each customer's action on your store. The more points a customer accumulates, the higher up they go in the VIP list. You can then offer incentives such as discounts and free products to VIP customers. Finally, you can reward them for referring new customers to you, generating even more revenue.

Learn more about how Smile.io integrates with Gorgias.

Unique features

  • Create referral programs that reward customers with points for desirable actions such as repeat purchases and referrals
  • Provide on-site nudges to remind customers when they have points available to spend
  • Search for customers by name and adjust their points manually

Pricing

  • Free plan available for customers on Shopify, Advanced, or Shopify Plus plan

How this app helps boost sales

Retaining more loyal customers is almost always a more viable strategy for ecommerce stores than constantly trying to attract new customers — especially today when customer acquisition costs are higher than ever before. 

With Smile.io, you can create and manage loyalty programs that reward your customers for sticking with your brand and making repeat purchases. You can even reward and encourage other sales-boosting activities, such as customer reviews and referrals.

12) Veeqo: Automated inventory management

Shopify rating: 4.1 ⭐(74 reviews)

Veeqo is an all-in-one ecommerce software that allows retailers to manage and automate their entire business. The software’s multichannel inventory management allows retailers to sync inventory across multiple stores, channels, ecommerce marketplaces, and warehouses in real time, ensuring that you never oversell again.

You can view, edit and print orders taking complete control with Veeqo’s order management software. With multichannel shipping and fulfillment capabilities, you can ship customer orders from any sales channel directly in Veeqo with just a few clicks. The software also includes a comprehensive warehouse management system with its own hardware.

Unique features

  • Automatically update stock across all stores
  • Use a scanner or your mobile device to pick, pack, and ship the right items quicker
  • Get detailed analytics and forecasting for improved inventory management

Pricing

  • Free plan available

How this app helps boost sales

For one, Veeqo eliminates time-consuming inventory and warehouse management tasks so that you and your team have more time to focus on the activities that will grow sales. 

But just as importantly, Veeqo also helps boost customer satisfaction by ensuring a smooth order fulfillment process and preventing oversells. This improves customer loyalty and encourages more repeat purchases.

13) Yotpo: Encourage customer reviews

Shopify rating: 4.7 ⭐(2,416 reviews

Ninety percent of customers will read online reviews before making a purchase. Put another way, a product in your competitor's store with a positive review will sell more than the same one on yours without a review.

Yotpo is a great app for collecting and managing product reviews for your Shopify store. When someone buys from you, Yotpo waits till they've received the product before sending them an email politely requesting a review. They make it extremely easy for customers to write a review, and that review automatically gets posted on the corresponding product page.

You can also add a Q&A widget to your site, like the one on Amazon. In general, this type of user-generated content not only increases conversions but also contributes to your search engine optimization (SEO).

Learn more about how Yotpo integrates with Gorgias.

Unique features

  • Provides customers with the ability to include photos and videos in their product reviews
  • Allows you to create custom questions for collecting targeted customer feedback
  • Enables you to display community questions and answers with a Q&A widget

Pricing

  • Free plan available for stores with fewer than 100 monthly orders
  • Paid plans start at $29/month

How this app helps boost sales

We've already discussed the value of the social proof that user-generated content and customer reviews can provide to improve customer confidence and boost sales. With Yotpo, you can collect a lot more of this invaluable content and display it strategically for maximum effect.

14) Recart: Launch automated SMS marketing campaigns

Shopify rating: 4.8 ⭐(5,508 reviews)

Everyone reads their text messages, making SMS marketing a lucrative marketing avenue for ecommerce brands to explore. With Recart, you can create, launch, and manage automated SMS marketing campaigns. These campaigns can be pre-scheduled or triggered via a wide variety of user actions.

Along with enabling you to create automated SMS marketing campaigns, Recart also helps you build your SMS list with customizable opt-in popups.

Learn more about how Recart integrates with Gorgias.

Unique features

  • Customizable popups for growing your SMS subscriber list
  • Automated SMS campaigns (based on a variety of triggers)
  • Template library with pre-built automations

Pricing

  • Paid plans start at $299/month

How this app helps boost sales

SMS marketing can be a lucrative strategy for ecommerce brands, and Recart provides everything you need to execute an effective SMS marketing strategy. By providing tools for building your SMS subscriber list and the ability to create a wide range of automated SMS marketing campaigns, Recart makes it easy to capitalize on this effective marketing approach.

15) LoyaltyLion: Create and manage loyalty programs

Shopify rating: 4.5 ⭐(422 reviews

LoyaltyLion is a program similar to Smile.io that allows you to create and manage loyalty programs to reward repeat customers with high lifetime value. With LoyaltyLion, your customers can earn points from on-site activities such as purchases, reviews, affiliate marketing, and referrals. These points can be vouchers, gift cards, free products, or other custom rewards you create.

Best of all, LoyaltyLion offers a built-in dashboard to track loyalty program analytics, such as customer retention and referrals in real time.

Learn more about how LoyaltyLion integrates with Gorgias.

Unique features

  • Automatically rewards enrolled customers with points for desirable actions
  • Provides real-time loyalty program analytics with built-in dashboard
  • Enables you to fully customize your loyalty program via CSS theme editor

Pricing

  • Free plan available
  • Paid plans start at $159/month

How this app helps boost sales

Like Smile.io, LoyaltyLion boosts sales by rewarding customers for repeat purchases and other desirable, sales-boosting actions such as reviews and referrals. 

Along with directly encouraging these desirable actions with reward points, LoyaltyLion helps you create a unique and enjoyable experience for your customers that will keep them coming back to your brand.

16) Attentive: Create personalized messages and notifications

Shopify rating: 4.9 ⭐(20 reviews)

Attentive is an app designed to help store owners grow their email and SMS subscriber lists and then send those subscribers personalized, interactive messages. With Attentive, you can create automated abandoned cart reminders, personalized product recommendations, and a wide range of other messages generated using Shopify data.

Along with helping you create automated, personalized SMS and email campaigns, Attentive also helps you grow these lists with tools for creating high-performing ADA-compliant sign-up units.

Learn more about how Attentive integrates with Gorgias.

Unique features

  • Automate revenue-generating moments with browse, shopping cart, and checkout abandonment reminders
  • Use Shopify data to send curated recommendations and order tracking updates
  • Leverage high-performing, ADA-compliant sign-up units for growing your subscriber lists

Pricing

  • Paid plan information available after free trial

How this app helps boost sales

SMS and email marketing are both all the more effective when they are personalized and targeted. By leveraging your existing Shopify data, Attentive can automatically launch targeted SMS and email campaigns that will boost your store's sales. Attentive also helps you grow your email and SMS lists so that you can make the most of these effective marketing channels.

17) Loyoly: Create a loyalty and referral program

Shopify rating: 5 ⭐(9 reviews)

Loyoly is a loyalty and referral platform 100% designed for ecommerce. Like Smile.io or LoyaltyLion, you can easily create and integrate points-based and tiered loyalty programs into your online store.

But Loyoly differentiates itself by offering the widest variety of point-earning actions to engage your customers.

Over 30 actions are available and can be added to your loyalty program in no time. As well as rewarding purchases and referrals, you can incentivize your customers to leave reviews, submit photo and video UGC, follow you on social media, like, comment or share your posts, and much more. 

All loyalty points can then be easily redeemed for pre-built or custom rewards.

Unique features

  • Create points-based or tiered loyalty programs
  • Add referral incentives to the loyalty program to increase brand word-of-mouth.
  • Customize the program's landing page to your image, as well as emails (via a strong integration with Klaviyo)

Pricing

  • 14-day free trial
  • Paid plans start at $49/month 

How this app helps boost sales

With its gamified customer experience and customizable interface, Loyoly boosts sales by encouraging new customers to make repeat purchases, increase their average basket and thus their lifetime value.

But Loyoly doesn't just build loyalty with your existing customers. It also helps you turn them into true brand ambassadors, who increase your message's reach and ultimately attract new customers.

Integrate your Shopify apps for maximum efficiency

Each of the apps we've covered in this article are powerful sales-boosting apps in their own right. But when you integrate your Shopify apps with one another, you unlock even more powerful new features and capabilities.

At Gorgias, we have designed our industry-leading customer support platform with plugins and integrations for many of the top ecommerce apps on the market today, enabling our customers to create a fully integrated tech stack with unmatched capabilities. 

Ready to start leveraging Gorgias' wide range of sales-boosting Shopify integrations? Sign up today!

Pre-Sales Support

How To Use Pre-Sales Support To Unblock Sales

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

The buyer’s journey is full of questions: When will this arrive? Is this ethically made? Will I be able to return it if I don’t love it? 

Pre-sales support grows your business by proactively answering these questions to help customers make more confident buying decisions. According to a study by Harvard Business Review, businesses with solid pre-sales strategies convert 40-50% of new customers.  

Whether you’re aware or not, most shoppers need a lot of information before they trust you with their credit card number: information about sizing, shipping costs, production materials, and so on. And if they can’t find an answer, they might venture to Amazon or another store that provides this information upfront. 

Below, learn how to structure a more effective pre-sales strategy that bolsters customer satisfaction and supports a healthy sales cycle. 

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What is pre-sales support?

Pre-sales support is the process of providing shoppers with the answers they need to feel confident in making a purchase. 

Especially as the shopping experience moves online, customers have new questions (e.g. “Is expedited shipping available?”) and more suspicion (e.g. “Does this product really show the accurate color of the product?”). The ability to answer pre-sales questions is an important factor in your online store’s conversion rate

Example of pre-sales questions that impact customer sales

A lack of pre-sales questions is a major pain point for shoppers, resulting in lost sales. While your store’s complete list of pre-sales questions will depend on your unique product and industry, use the list below as a starting point that covers most ecommerce fundamentals. Below are some common questions that your support team should be prepared to answer. 

Product details

  • What size should I get?
  • How does this product work?
  • Who is this product for?

When trying to identify the best product for their needs, customers typically ask questions about size, color, durability, warranty, user-friendliness, safety, and so on. Another common question is how the product compares to its competitors.

For example, tech accessory brand Native Union’s product pages include quite a lot of information to proactively answer pre-sales questions about this product. On top of a detailed description, the page includes tech specs, compatibility, a section on “Why we designed this,” and products that work well with this one:

Example of pre-sales product questions.
Native Union          

Your agents must answer these questions and point out how each product feature will add value to the customer’s life. If necessary, the agent can recommend other available products that might be a better fit for the customer’s budget or other requirements.

Inventory details

  • When will you get this item back in stock?
  • Does this include refills? 
  • Does this come in any other colors? 

On top of questions about specific products, customers may have pre-sales questions about inventory levels and product availability. Think of this as the equivalent of asking the clerk whether they have any additional sizes in the back.

For example, ABLE responds to inventory-related questions on its Instagram posts: 

Example of pre-sales inventory questions.
ABLE          

Shipping questions 

  • How long do items process before they ship?
  • Do you ship to my location?
  • How much does shipping cost? 
  • How long will shipping take?

Shipping-related concerns are common among pre-sales shoppers. Including a robust shipping FAQ page and self-service order tracking once orders ship can go a long way toward quelling those concerns. 

For example, Vancouver-based dress shop Park & Fifth has a detailed FAQ page that lists out answers to many shipping questions. To help brides understand how long they need to order a wedding dress from their white collection, they even specify how long those dresses take to ship. 

Shipping policy to deflect pre-sales questions.
Park & Fifth          

Technical support

  • Will this item fit in my space? 
  • How will I know how to install it once it arrives?
  • Will this be compatible with my other devices?

Technical questions often require detailed measurement guides or a human touch so that shoppers can ensure they make the right choice. 

For example, car accessory brand GOBI shares installation guides and product specs within every product page. Since the brand creates roof racks for many different car models, customers need to ensure they’re purchasing the right one. 

Example of pre-sales information around technical support.
Gobi          

Sourcing, ethical concerns, and brand values

  • Do you use fairtrade and sustainably sourced materials?
  • Are your operations eco-friendly?
  • Are your sheets OEKO-TEX certified? 

More and more customers prefer getting their goods and services from socially responsible companies. Pointing out that your company adheres to ethical practices can convince shoppers with those concerns to make a purchase.

For example, fashion brand ALOHAS makes its sustainability practices well known across its website.  

Example of pre-sales questions around ethics and brand values.
ALOHAS          

Pricing frustration or confusion

  • Can I get a discount?
  • Do you have any upcoming sales? 

Most customers are looking for a bargain, so it’s not unusual to hear questions like the above. If a customer complains about prices or missing sales, you can offer a coupon to help get the customer to make a purchase. If giving a coupon is not feasible, inform the customer about upcoming sales.

If your brand doesn’t do sales, let shoppers know why your products are worth the price by explaining your unique selling points (USPs). You can also sway undecided prospects by offering free returns if the product falls short of their expectations.

For example, jewelry brand Jaxxon’s chat widget includes a button labeled, “Do you have any current promotions?” This way, customers can quickly find any promotions without having to leave your website or wait for an agent’s response (both of which would delay, or even derail, the purchase): 

Questions around pricing : pre-sales.
Jaxxon          

Doubts about product efficacy

  • Will this help my hair grow back?
  • Are these vitamins really effective? 

When a potential customer doubts a product’s efficacy, telling them the product works is not enough to clear their doubts. 

On your website, make sure to list the product’s ingredients or qualities and explain why each one can deliver the results the prospect seeks. Case studies, positive reviews, and science-backed research that showcases the product’s effectiveness also go a long way in the battle for customer trust.

For example, vitamin brand Ritual shares information about the research team who formulated its vitamins and where it sources its ingredients on its website. 

Pre-sales information around product efficacy.
Ritual          

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7 ways boost revenue with pre-sales support

Pre-sales support helps to stop shoppers from leaving your page to research products on other sites, and provides crucial objection handling that can make or break sales. In fact, Harvard Business Review found that optimized pre-sales processes converted 80 to 90% of repeat customers. 

Your support team must also act as sales reps in order to answer any questions, handle objections, or provide the assistance shoppers need to make a purchase. 

1) Make your website informative and easy-to-navigate

Shoppers won’t make purchases if they get confused on your website, or if it doesn't provide the information prospects need to confidently place an order. Your website’s browsing experience is your first line of defense against pre-sales questions that could block a sale.

How to optimize your site for pre-sales support.
         

There’s no limit to the ways you could optimize your website, but here are some of the best opportunities:

  • Provide delivery estimates early in the checkout process
  • Use banners to notify customers about temporary announcements (like delivery delays or new promotions)
  • Make your shipping and return policy easily clickable from any page
  • Create detailed product descriptions that provide information about the products production, compatibility, use cases, sizing, and more
  • Create detailed sizing guides or a sizing questionnaire
  • Use product quizzes to help customers find the right product for their needs 
  • Provide multiple product photos (or even videos and 360-degree images) on each product page

You can also do market research to figure out what kinds of websites are easiest to navigate or for tips and tricks you can adopt to improve your website’s functionality. 

You can also look at your website traffic and perform data analysis to figure out what’s working and where you could use some optimization. For example, if you have incredible shipping and return policies that barely get any traffic, you may want to make links to those pages more prominent.

📚 Recommended reading: Our guide to ecommerce conversion optimization with A/B testing. 

2) Provide proactive self-service resources

On top of information dispersed across your site, you can also centralize answers to pre-sales questions in a self-service resource (like an FAQ page or Help Center knowledge base). 

If customers with questions are directed straight to your email, that’s a problem. You want to create a path to these answers (and the purchases that follow) that doesn't require leaving your website or shopping app — especially before an order is placed when leaving your site means abandoning a cart

A detailed, organized resource will quickly become your shoppers’ first stop for all questions and issues before reaching out to support. 

Once you build an FAQ page or Help Center, link it prominently on your website (like Jaxxon, who put a link in their website’s top navigation).

A prominent help center.
         

Once customers land on this resource, make navigation as easy as possible so customers can quickly answer their questions. A search bar is your best friend here. Your next best? Clear categorization, titles, and headers so customers can find exactly what they’re looking for. 

For example, furniture brand Branch offers an FAQ page and Help Center organized to answer common pre-sales questions from shoppers:

FAQ pages and Help Center.
Branch          

📚Recommended reading: Why Proactive Customer Service Is Your New Growth Strategy

3) Provide self-service answers to the most common questions in your chat widget

If your customers can’t find help on your website or help center, they’ll likely open up your live chat widget to ask a question. Fortunately, you have one more line of defense: Pre-loaded FAQs in your live chat. 

To save both your support team and your shoppers time, you can use a feature like Gorgias’ Quick Response Flows. These add interactive buttons to your chat widget that customers can click for an instant answer.

Take a look at ALOHAS’ Quick Response Flows to get the idea:

Quick Answer Flows in chat.
ALOHAS          

Quick Response Flows are a great match for pre-sales questions because your customers don’t have to leave your website (or wait for an agent’s follow-up response) to get the information they’re looking for.

Plus, Quick Response Flows don’t mimic or replace human agents — if customers aren’t satisfied with an answer, they don’t have to fight with a frustrating chatbot or open up an email to contact your team. They can easily click “I need more help” to be connected with a customer support agent or salesperson. 

How did Jaxxon Increased Revenue by 46% with Quick Response Flows? With Gorgias, Jaxxon is able to automate responses to common pre-sales questions and give customers instant answers around the clock, leading to happier customers, 46% more revenue, and time saved for the team to handle higher-impact conversations.

Read the case study.

4) Automatically answer common pre-sales questions your support team gets asked

If customers end up asking a question to your support team, you still have an opportunity to provide an answer with the help of automation. We recommend using a helpdesk that leverages omnichannel communication to receive and send messages via email, live chat, SMS, or any other channel.

With help from Gorgias, you can automatically detect common customer questions and fire an instant response based on a pre-written Macro template.

Automatic responses.
         

Gorgias’ Intent Detection capabilities can understand when customers are looking for specific information, so you can provide a helpful response without waiting for an agent. 

Setting up automated responses provides instant, helpful responses while improving project management for agents (they won’t have to answer as many questions) and create better workflows for them.

Save your time for better things

Unlock your customer support with Automate in Gorgias. Leverage tools designed to resolve common customer inquiries so you can focus on conversations that no robot can answer.

5) Use chat campaigns to reach out to live shoppers in real time 

Chat campaigns are automated outreach to customers via your site’s chat widget — kind of like an in-store sales team member approaching a shopper to see if they need help and know about the latest products and promotions.

Chat campaigns can offer updates, news like product launches or recent collabs, or ask shoppers if they have any questions they need answered. 

For example, if you use Gorgias, you can set up a prompt for users who have been on the site for a while: 

Chat campaigns to offer support.
         

While the above example is a welcome message for all website visitors, you can get much more specific. For example, you can create chat campaigns for:

  • Premium product pages to offer high-touch support
  • Shipping pages to remind customers about your free shipping eligibility
  • Checkout pages to offer a discount to get shoppers over the finish line

📚 Recommended reading: Learn more about chat campaigns, including examples to move shoppers down the sales funnel. 

6) Create custom pre-sales views within your helpdesk

To help support agents filter out pre-sales conversations, set up rules to help tag and prioritize pre-sales tickets within your helpdesk. 

In Gorgias, you can set up views and create tags and rules within those views so that agents can filter for only pre-sales questions. If you do this, be sure to clearly define to agents what qualifies as a pre-sales question. It’s anything that a shopper needs answered in order to justify a purchase. 

7) Monitor social media for pre-sales questions (and answer them publicly)

Help potential customers learn more about your products without ever leaving the social app they’re using. 

Because social media comments and direct messages come in across apps and usually in large quantities, this task should never fall on your marketing team. Instead, set support agents up with the information they need to answer customer questions on social media. These questions can often remove the barrier a shopper needs to make a purchase. 

For example, fine jewelry brand Fewer Finer often answers questions via Instagram Stories to help sell different pieces in its vintage and signature collections. 

Answer pre-sales questions on social media.
Fewer Finer          

How to measure pre-sales support

Most brands don’t think customer support teams offer much in the way of lead generation or sales. This couldn’t be farther from the truth: Pre-sales customer support teams can be a huge facilitator of sales — it’s just a matter of proving so. 

Here are three ways to measure revenue that comes in through support.  

1) Use a revenue generated by support dashboard 

Create or monitor a dashboard that shows all revenue that your support team generates. If you use Gorgias, you can see this in the Revenue Statistics part of your account. Gorgias attributes revenue to a conversation with an agent within the last 5 days before a sale. 

Revenue dashboard in Gorgias.
Source: Gorgias          

2. Track traffic coming into your help center

The traffic you get to your help center can also be another great indicator of pre-sales questions answered, an indicator of revenue generated by support. 

If a shopper visits your help center before making a purchase — especially an article containing pre-sales questions — it’s most likely because they’re interested in your brand, have questions, and are actively interested in learning more. 

Keep an eye on traffic here to prove your impact as well as understand how you could better organize and link your knowledge base to improve discoverability. 

3. Track the automation rate of pre-sales Quick Response Flows

If you automate responses in chat for common questions (called Quick Response Flows if you use Gorgias), you can measure their traffic.

For example, if you see that 200% more people click the response for “Do you have new products,” that’s a good sign your pre-sales support is funneling traffic to product pages. If you see a spike in purchases following that, count that as a win. If you use Gorgias, you can find these stats in the Revenue Statistics Dashboard

Revenue Statistics to track automation rate in Gorgias
         

Post-sales support 

Post-sales support is an effective tool for supporting existing customers, encouraging exchanges over returns, and creating repeat business. 

The difference between pre-sales and post-sales support

Pre-sales support means answering the questions customers ask before making a purchase plus leading customers through the sales process and closing deals. Support agents turn into sales representatives to guide a customer from being a prospect to becoming a satisfied shopper. 

Customer support team members handle post-sales support as well — and this activity impacts your brand’s bottom line as well. By creating a good impression and meeting customer needs through quality post-sales, customers are more likely to become return shoppers, boosting customer retention and lifetime value. 

Proactive post-sales strategies 

After a customer places an order, keep them at ease but eager to keep shopping by sending:

  • Detailed order confirmations: Share order confirmation emails that include a link to a customer’s order portal where they can find status updates like shipping times or return information. This helps to reduce WISMO (where is my order) requests. 
  • A thank you note: Appreciating a customer goes a long way in showing that you value their patronage.
  • Review request: Asking for feedback shows clients that their opinions matter to your company, and can help you make necessary improvements to the post-sales process. 
  • Product suggestions: Product suggestions are a great way to keep customers engaged while awaiting their orders. Sending them product suggestions that match their searches also increases the chances of the customer making more purchases.
  • Shipping updates: Send shoppers shipment updates until their order arrives. The updates can contain personalized alerts about ongoing discount offers, upcoming promotions, and more, to bring customers back to your store.
  • Marketing communications: Send out email newsletters or nurture campaigns to re-engage shoppers and encourage repeat purchases.
  • Offer fast customer support wherever your customers are: According to a study by AMA, you can use live chat to improve post-sales customer support by 39%. Lowering your average response time can also help meet customer expectations. 
  • Take an omnichannel approach: Customers expect to get support on their preferred channel, whether that's SMS or Facebook Messenger. Make that a reality for them by employing omnichannel customer service

Strengthen your pre-sales activities with Gorgias

Gorgias can support your support agents and your customers as they embark on a pre-sales journey. While most customer support teams and tools focus on troubleshooting issues, Gorgias focuses on generating more qualified leads and improving conversion rates for online stores.

Book your demo to try out the most revenue-generating helpdesk in ecommerce. 

Live Chat Support Metrics

13 Live Chat Support Metrics to Measure and Improve Your Chat Strategy

By Lauren Strapagiel
15 min read.
0 min read . By Lauren Strapagiel

If you’re using a live chat for your ecommerce business — to support customers, drive sales, or both — you already know it’s a powerful tool. 

That tool is made even mightier with analytics and reporting. Stores that don’t track support metrics for live can only take educated guesses to answer questions like:

  • When should we staff live chat? How many agents do we need at any given time?
  • How does live chat support performance compare against other channels?
  • How does live chat compare to other pop-ups in terms of conversion rates?

Below, we’ll cover key live chat metrics that go beyond your response and resolution times. You’ll also get finer insights about how your chat strategy boosts your bottom line.

Don’t have live chat yet? Check out our list of the best live chat software (or, the best chat apps for Shopify or BigCommerce).

What do online shoppers expect from live chat?

Before you look into analytics and reporting for your live chat operations, it’s good to get a baseline of how customers expect live chat to fit into the customer experience. 

Here are some statistics that highlight what your shoppers expect from your live chat support operations.

  • 42% of customers want a response within 60 minutes on social media (Convince & Convert).
  • Customers expect a response within 45 seconds for live chat (Com100). 
  • 53% of customers are willing to wait only three minutes to talk to an agent on the phone (BizFluent).

People want to get things done as quickly as possible. Ultimately, it’s best to start where you are and work on improving internally. But, when you know how you stack up to the competition, it can help. 

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Next, take a look at the key performance indicators (KPIs) you should follow. 

📚 Read more: 

The Live Chat Support Metrics You Need to Follow

To get a complete understanding of where you stand and where your customer support team can improve live chat efforts, here are the metrics you should follow (in no particular order). 

1) Contact rate

Your contact rate is the percentage of active customers that reach out to you via your chat strategy on any given day, month, year, or other period of time. 

Contact rate is tricky: If customers are messaging you with pre-sales questions, that’s a good thing. They’re deep in the consideration phase and need information about sizing, returns, or shipping to make a purchase.

But if people are messaging you with post-sales questions (like “Where is my order?” or WISMO) then you have a problem. A high number of these chats indicates some part of your customer support information is unclear or confusing.

Remember that avoidable customer support interactions — not counting pre-sales interactions, which are more like a sales consult — are actually 4x more likely to drive customer disloyalty than customer loyalty. A low rate indicates that customers are able to find everything they need without your help.

Source: The Effortless Experience

How to measure contact rate

The formula for determining your contact rate is to divide the number of customers who reach out via live chat in a time period, such as month, by the total number of customers. Then multiply by 100.

For example, if you had 500 customers in December, and 153 of them reached out for help via live chat, your contact rate would be 30.6%.

If you use a helpdesk like Gorgias, you can see contact rate broken down by channel, agent, and more right within the platform. 

Tips to improve contact rate

Analyzing why customers contact you via live chat will help you reduce your contact rate.

For example, most customer inquiries tend to be about shipping and tracking. If you’re getting many questions about your shipping policies, that indicates you haven’t made this information clear and easy to find on your website.

Another solution is to add self-service options to your chat widget for frequently asked questions, such as shipping info, parcel tracking, and order cancellation. You can add these as buttons or as automated chatbot replies.

📚 Read more: 

2) First-response time

Your first-response time (FRT) is also called your average wait time — essentially how long it takes to reply to a new chat from a customer. Specifically, it’s the response to the very first chat message from a customer.

Customers have high expectations when using a chat widget. According to Klipfolio, users expect a response via chat within 90 seconds, compared to 24 hours for email. That’s fast! But that’s why customers prefer chat when it’s available. 

Your first interaction with a customer is a crucial time to secure their trust and loyalty with a fast response. Faster responses mean a higher customer satisfaction (CSAT) score, which we’ll discuss further in depth later on.

Your first-response time should become shorter over time. When you see a decrease in first-response time without a spike in website traffic, it is a cause for concern and should be looked into. 

How to measure FRT

Your first-response time can be calculated by determining how long it took to respond to every first chat message within a time period, then dividing by the number of messages.

For example, if it took 74,000 seconds to respond to 800 tickets in September, the first-time response rate was 92.5 seconds, on average.

Thankfully, a helpdesk such as Gorgias can provide this number to you.

Tips to improve first-response time

Improving your first-response time requires you to have support agents available if your live chat is set to active. 

Make sure to set your business hours in your chat widget. This way, after-hours customer inquiries will be converted to an emailed ticket. Appearing offline also sets customer expectations, letting them know a response won’t come until the next day.

Keep an eye on those metrics to determine if there are particular days, hours, or seasons when incoming chats rise and more support employees need to be on hand.

3) Average response time

While the first-response time is all about that initial chat message, your average response time is how long it takes to respond to any and all incoming chat messages.

That first-response time benchmark of 90 seconds still applies here — you don’t want your customer to get a quick first response and then grow frustrated as responses take longer.

How to measure average response time

To calculate this, add up the total time your team has taken to respond to requests during a specific time period, then divide by the number of responses sent during that same time period.

For example, if your team spent 72,800 seconds responding to 800 messages, that’s an average chat response time of 91 seconds.

Again, Gorgias’ metrics can provide this number for you.

Tips to improve average response time

This is another opportunity for self-service options and chatbots to shine.

Gorgias’ Automation Add-on allows you to add self-service order management options and quick response flows to your chat widget, giving customers instant answers to their questions or options for tracking or canceling orders.

4) Resolution Time

The resolution time is how long it takes for a customer’s issue to be resolved after they first reach out via chat. This is also called the average resolution time (ART) or average handle time.

This includes the entire chat duration, starting when they send that first message, and ending when they’re satisfied their concern is addressed.

Use this metric to determine how long it typically takes to solve your customers’ problems. Like first-responses, they want a resolution as quickly as possible. 

Similar to first-response time, customers expect a quicker resolution when they start a chat session then when they reach out via email. 

How to measure resolution time

The average resolution time is calculated by dividing the total duration of all chat conversations in a given time period, divided by the number of customers.

You can also see this number in your Gorgias help desk metrics.

Historical view of average resolution time

Historical view of average resolution time

Tips to improve resolution time

You can use automation to speed response and therefore resolution times. 

Study your incoming messages to determine frequently asked questions and create templated responses (or Macros, in Gorgias) and then create automated Rules to respond to tickets.

In Gorgias, these templated responses can be sent quickly and efficiently, and can even pull in personalized customer information like names, order numbers, and tracking info.

5) First-contact resolution rate

Also called the first-contact resolution (FCR) rate looks at how many incoming chat sessions are resolved with a single reply. These are also called one-touch tickets.

Solving issues with a single reply is the best-case scenario with incoming chat requests. As we mentioned earlier, high-effort customer support interactions drive disloyalty, so keeping these interactions short and sweet will increase customer satisfaction.

First reply time illustration
Source: Gorgias

How to measure first contact resolution

The FCR rate is calculated by finding the total number of chats resolved with a single reply, and dividing it by the total number of incoming chats that were eligible to be resolved with a single reply.

Tips to improve first contact resolution

In addition to automation and self-service options we’ve already discussed, this is a KPI where it’s worth digging into your chat history.

If a chat session took more than one response to be resolved, ask yourself: 

  • Is there a way you can speed up the process for next time? 
  • Is there a new automation you can add? 
  • Could you practice forward-resolution by proactively answering common follow-up questions in the first response?

Complex issues will inevitably take several responses to solve, but aim to streamline as many common chat requests as possible.

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6) Customer satisfaction (CSAT) score

While a little more complicated to calculate, your customer satisfaction (CSAT) score is the ultimate measure of the impact your customer service is having.

The customer satisfaction score measures how a customer feels about your store’s customer support. Was it quick? Was it low-effort? Was your customer service team helpful? It’s estimated that businesses lose $75 million every year due to poor customer service, so keeping customers satisfied is no longer optional. 

By contrast, happy customers lead to conversions and repeat business. Gorgias analyzed over 10,000 businesses and found that raising CSAT score by just one point — from 4 to 4.9 — lifts overall revenue by 4%. 

According to Retently, the average CSAT score for ecommerce businesses is 75. Customer satisfaction rate can also be expressed as a number from 1 to 5, 5 being the best.

How to measure CSAT

To get your CSAT score, you need to survey customers who have interacted with you via chat. This can be done with a survey tool, or with Gorgias.

Ask customers who used your chat: “On a scale from 1 to 5, how satisfied are you with your experience today?” Then, add up how many gave a rating of 4/5 or 5/5 and divide that by the total number of responses. Multiply by 100 to get your CSAT score.

Using Gorgias, customers are asked to rate their experience, showing you a CSAT store in your dashboard out of five. We recommend our customers, all of whom are ecommerce merchants, aim for a CSAT score of 4.8.

Results of Gorgias customer satisfaction survey
Source: Gorgias

Tips to improve CSAT score

Using Gorgias, you can review all chat ratings as all customers are given a post-chat survey. You can use this to examine common themes for any interactions scored below 4 stars. What issues keep coming up? Do particular products result in lower scores than others?

You can also follow-up with customers who gave a low score to further investigate what went wrong with these detractors.

Issues that can impact your CSAT score — and that you can work on improving — include:

  • Long wait times for responses
  • Multiple messages needing to be sent
  • Long resolution times

📚 Read more: 

7) Customer effort score

This is a complement to your CSAT as well as NPS (net promoter scores). The customer effort score measures how much effort a customer felt like they had to put in to resolve their issue.

This score should be as low as possible. Ideally, you want customers to find your customer service to be effortless, breezy, and efficient. High effort interactions will in turn hurt your CSAT and your revenue.

According to The Effortless Experience, 96% of customers who had a high-effort customer service experience feel disloyal to the company after.

96% of companies who have high-effort experiences feel disloyal to a brand.
Source: The Effortless Experience

How to measure customer effort score

Similar to your CSAT score, customer effort can be measured with a survey that asks customers to rate how easy their experience was on a scale of 1 to 5.

Find the percentage that said “very easy” and then subtract the percentage that said “very hard.” This will give you a score of between -100 and 100.

Tips to improve customer effort score

The more messages a customer has to send via your live chat, the more effort it will take on their part to resolve the issue.

Using automation, increasing response times, and aiming for one-ticket resolutions will improve your customer effort score.

📚 Read more: Customer Delight Is A Losing Strategy in Ecommerce: Here’s What’s Better

8) Conversion rate

Is your customer service chat tool actually leading to more sales, also known as conversions? Are you successfully turning chat requests into sales?

Chat is a great way to contribute to your conversion rate optimization (CRO) strategy since you talk with customers while they’re still on your store (and hopefully contemplating a purchase).

Pre-sale information given via chat, like finding the right size or inquiring about your return policy, have a high chance of leading to a sale. 

How to measure conversion rate

The conversion rate is calculated by total sales after a customer support interaction divided by total number of tickets.

The Gorgias dashboard shows you how many tickets led to sales within five days, which reveals your conversion ratio. Apply a channel filter for live chat to show how many of these were the result of a live chat session, 

As well, Gorgias shows you the hard numbers of your total sales numbers that came from a support interaction.

Gorgias' revenue tracking shows tickets created, converted, conversion ratio, and total sales from support
Source: Gorgias

Tips to improve conversion rate

The best way to improve conversion rate from chat is to reach out to more customer shopping in real-time with chat campaigns. These automated pop-up conversations can be used to ask whether website visitors need help, know how to qualify for free shipping, or offer a discount.

Research shows that people who use live chat are 3X more likely to complete their purchase before leaving a website. 

9)Total sales

How much money is being generated via live chat support? This is simply your total sales made from customers who used your live chat.

How to measure total sales

While you could calculate this manually, in Gorgias statistics you can filter your sales by channel, segmenting only those sales made after a customer used live chat.

Tips to improve total sales

Like your CSAT score, your total sales are a reflection of your overall ability to quickly meet customers’ needs via chat.

Compare individual sales with either very high or very low totals and look for patterns. Do more responses lead to a higher or lower total? Does answering FAQs have an impact? These are important questions that become much easier to answer when you can see the total sales over a given period, agent, channel, request type, and so on. 

📚 Read more: Customer Service ROI: How To Measure and Improve Value

10) Automation rate

This is a measure of how many customers are getting help via chat using automated options like self-service order management and quick response flows.

These can be created in the Gorgias chat widget by adding buttons for customers to get information like tracking, or answers to FAQs, without a live agent needing to respond.

For example, luxury jeweler Jaxxon’s chat widget contains the following self-service options for a proactive customer service approach.

Source: Jaxxon

By using automated responses, Jaxxon reduced live chat volume by 17% while lifting on-site conversion rate by 6%.

How to measure automation rate

Gorgias Statistics lets you see how many customers use the automated options you have set up in the chat service.

Tips to improve automation rate

Set your chat widget up for success by reviewing incoming tickets to determine which common inquiries can be satisfied with either self-service order management or quick answer flows.

11) Template usage

Templated responses in live chat save your support agents time and, of course, give quicker responses to customers.

At Gorgias, these pre-written responses are called Macros. They are similar to custom fields and they can help automate some of your communication within your live chat support operations. 

Preparing Marcos for use in live chat will improve your average response time, resolution time, and lead to more one-touch tickets.

How to measure template usage

In Gorgias Statistics, you can see how often Macros are used in responses to customers.

Tips to improve template usage

Monitoring which types of responses take the most amount of time for agents to resolve will help you create new templates for them to use. On the flip side, seeing a template is used very frequently could point to shortcomings elsewhere.

For example, if you notice that the shipping macro seems to be over-used, you can link out to shipping details and/or update your shipping policy page to make the information easier for customers to find. Then, you may not need to reply to as many tickets in the future. 

12) Chat campaign responses

Your chat widget can do so much more than track orders. With Gorgias’ live chat, you can set up campaigns that deliver customized messages for different scenarios. 

For example you can set up chat automated chat messages that:

  • Offer a product-specific offers or discounts
  • Give a link to a style quiz
  • Spark conversation around specific products
  • Offer a personal, virtual stylist
  • Prevent cart abandonment

For example, here’s a chat campaign from Jaxxon to recommend “VIP level support.”

Source: Jaxxon

It’s great to try new things with your chat widget but you should always be mindful to measure and evaluate their results.

How to measure chat campaign responses

The best way to track responses to your campaigns is to set up an auto-tag in the Gorgias help desk to see how many people respond when prompted with a campaign message.

Here’s how Jaxxon could set up auto-tagging for the above campaign:

Tips to improve campaign responses

All chat campaigns should be tracked with performance metrics to determine if they were successful, how they can be improved on next time, and if you need to do further A/B testing.

In the Gorgias dashboard, you can:

  • Track overall revenue generated by a campaign
  • Measure increase in sales for products targeted with a chat campaign
  • Track the usage of promo codes

You can also include a UTM link to track clicks.

13) Missed chats

The whole point of live chat is to provide immediate customer service in real-time. Missing a chat has a deep impact on that customers’ satisfaction so you need to keep a keen eye on missed messages in the chat queue and use them to inform your customer service strategy.

How to measure missed chats

Simply review your incoming chats on a regular basis, even daily, to see if any incoming chat sessions didn’t receive a response. Keep track of this number and see if you can get it to the ideal number: zero.

Tips to improve missed messages

As we discussed before, it’s vital to set your business hours in your live chat. For after-hours, include a contact form so that even if you’re not online at the time, a ticket is created.

If you notice you’re missing a lot of chat messages at a particular time of day, or day of the week, that’s an indication to rethink your live chat agent staffing schedule.

You should also pay attention to each individual agent and if they’re missing tickets. That could mean there’s a need for additional training to improve agent performance.

Never stop optimizing

What’s up with your ecommerce live chat support operations? If you don’t know, you can never optimize your processes.

A live chat will only drive sales if it’s being used in a way that best supports both your business and your customers. Keeping a close eye on all the above data will allow you to finetune your live chat performance.

Remember, satisfied customers are loyal customers, and loyal customers are ones that will come back again and again.

Gorgias puts this important data at your fingertips. Our customers can see everything they need to nurture outstanding customer support strategies. Sign up for your free trial today and experience the difference. 

Best Magento Extensions

19 Best Magento Extensions for Your Business

By Ryan Baum
15 min read.
0 min read . By Ryan Baum

From providing you with powerful marketing tools to automating time-consuming processes that are clogging up your schedule, choosing the right extensions to integrate into your Magento store can offer a wide range of benefits. 

If you already use Magento (also called Adobe Commerce), you’re probably familiar with Magento Extensions and how they work. If you’re currently considering Magento, consider taking a look at our comparison post of Magento and Shopify, another leading ecommerce platform. 

Let's take a look at the top 19 best Magento extensions available today, including their standout features and common user reviews.  

What Magento extensions are and how they work

Unlike plug-n-play ecommerce platforms such as Shopify and BigCommerce, Magento does not come equipped with many pre-built solutions for marketing, sales, customer support, and inventory management. Fortunately, Magento and Magento 2 do offer a large number of downloadable extensions available on the Magento Marketplace. 

These Magento extensions offer many powerful benefits, spanning from:

Take a look at our list to improve the user experience on your online store and ultimately help you generate more sales.

Best Magento extensions for marketing

Creating effective marketing campaigns for your online products isn't always a straightforward task. 

By providing a range of marketing capabilities and automating much of the campaign creation process, these Magento extensions for marketing can go a long way toward making your marketing efforts more profitable.

1) Klaviyo

Klaviyo is an email marketing solution that provides several convenient tools designed to improve the results of your email campaigns. The tool also makes the process of managing those campaigns more efficient. 

With Klaviyo, you can look forward to tools such as automated email and SMS marketing flows, list segmentation tools, and a user-friendly dashboard that provides an abundance of helpful analytics and insights about your email marketing campaigns.

Unique features

  • Includes a number of triggers such as cart abandonment triggers, price drop triggers, and back-in-stock triggers for automatically launching email flows
  • Provides a wide variety of customizable email templates
  • Powerful segmentation filters for segmenting your email and SMS lists

What users think of this app

  • User-friendly and easy to set up
  • A wide selection of pre-built triggers to choose from
  • A capable email builder that makes it easy to create branded emails

Use Gorgias? Take a look at how Klaviyo integrates with Gorgias. 

2) Yotpo

Yotpo is an ecommerce marketing platform that provides Magento store owners with unified, data-driven solutions for SMS marketing, loyalty and referrals, reviews, and more.

With Yotpo, you can create custom loyalty programs, send high-converting text messages shoppers actually want to read, and collect authentic customer feedback — all in one place.

Unique features

  • A library of SMS flows and campaign templates paired with powerful segmentation capabilities 
  • Enriched data across all Yotpo products, granular performance metrics, and customer-level insights
  • The ability to use SMS to send mobile-optimized review requests or notify loyal customers about their VIP status and reward points

What users think of this app

  • Provides plenty of features for managing loyalty and referral programs
  • Useful segmentation and targeting features
  • Review request templates and flows lead to a boost in product reviews

Use Gorgias? Take a look at how Yotpo integrates with Gorgias.

3) Magento 2 Instagram Connect

With roughly a billion monthly active users, Instagram is a social media platform that offers a wealth of marketing opportunities. 

The Magento 2 Instagram Connect extension allows store owners to automatically sync products from their Magento store to their Instagram account and provides a number of other Instagram marketing tools and features such as CTA buttons for Instagram photos and an Instagram widget that lets you display your Instagram feed on your website.

Unique features

  • Allows you to add a CTA button that appears when someone hovers over one of your Instagram photos
  • A performance report to showcase which photos are generating the most orders
  • The ability to fetch photos using hashtags from Instagram to your Magento 2 store

What users think of this app

  • Great for improving the visual appeal of a Magento store
  • Plenty of customization options
  • Data from the performance report is very helpful for optimizing Instagram marketing campaigns

4) MageWorx SEO Suite Ultimate

Boosting organic traffic with great SEO is one of the most reliable long-term ecommerce marketing strategies. With MageWorx SEO Suite Ultimate, store owners are able to access numerous SEO tools and features, including XML & HTML sitemaps, automatic cross-linking, advanced rich snippets, layered navigation, and many more.

Unique features

  • Built-in SEO reports allow you to detect and resolve SEO issues
  • Canonical URLs to eliminate duplicate content
  • Extended breadcrumbs provide enhanced on-site navigation

What users think of this app

  • Product SEO templates are great for optimizing the metadata of product listings
  • Compatible with both Magento 2 Venia PWA theme and Hyva theme
  • Automatic redirects easily eliminate 404 errors

📚 Recommended reading: Our guide to ecommerce SEO for beginners.

Best Magento extensions for sales

In 2020, ecommerce sales accounted for 14% of all retail sales, up 9.5% compared to 2011. If you would like to take a large bite out of this ever-growing ecommerce pie, here are three feature-rich Magento sales extensions worth checking out.

5) CedCommerce HubSpot Integration

CedCommerce HubSpot Integration is an app that allows you to sync your Magento store with HubSpot, providing tools such as marketing automation workflows, a camping ROI tracker, and abandoned cart recovery tools.

Unique features

  • Syncs data between HubSpot and Magento in a single click
  • Sends out automated reminder emails to customers who have abandoned their cart
  • Provides a variety of automated marketing flows based on RFM segmentation

What users think of this app

  • Saves time integrating customer data from a Magento store to Hubspot
  • Provides a convenient dashboard for managing marketing and sales from a single platform
  • Great list segmentation features

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6) Magenest Zoho CRM Extension

Zoho CRM is a CRM service designed to help ecommerce store owners store and segment customer data in order to better target their marketing campaigns and see upselling and cross-selling opportunities. 

With Magenest Zoho CRM Extension, you can automatically sync data straight from your Magento store to your CRM, putting the capabilities of Zoho CRM at your fingertips without the need to spend hours syncing data manually.

Unique features

  • Can automatically sync customer data, promotion data, product data, and more from Magento 2 stores to Zoho CRM in real time
  • Lets you control how often data syncs to avoid straining your server
  • Has a no-code setup experience thanks to the API-based connector 

What users think of this app

  • Open source and customizable
  • Easy to set up and use
  • Great customer support

7) Magediary Product Scheduler

Magediary Product Scheduler is an extension that offers useful countdown timer widgets such as product launch timers and promotional timers. This extension also allows you to send automated email notifications to customers who subscribe for scheduled products.

Unique features

  • Provides email notification templates for letting customers know about new product launches and promotions
  • Allows you to create both "coming soon" and "ends soon" countdown timers
  • Allows customers to sign up to be notified when a product is back in stock

What users think of this app

  • Email notification templates and countdown timer widgets are both highly customizable
  • Countdown timers boost conversion rates during promotions
  • Responsive customer support

Best Magento extensions for customer support

According to data from Invesp, investing in new customers is between 5-25 times more expensive than retaining existing customers. By helping you provide exceptional customer support, these customer support Magento extensions will help you keep your retention rates as high as possible while at the same time minimizing your customer support team's workload.

8) Gorgias

Gorgias is a customer support platform that provides everything you need to improve the quality of your customer service while also reducing the burden of your customer support team. 

With Gorgias, Magento store owners are able to access powerful tools and features such as live chat support, a centralized dashboard for support agents to work from, self-service options for reducing support ticket volume, and a wide range of Rules and Macros for automating tasks such as ticket generation and prioritization. If you are looking for an all-in-one solution to customer support, be sure to check out Gorgias today.

Unique features

  • Fast-loading live chat widgets that won't slow down your website
  • Allows support agents to manage customer support tickets from a single, convenient dashboard
  • Capable of automating a wide variety of tedious customer support tasks

What users think of this app

  • Automation features allow store owners to reduce the size of their customer support staff
  • Great for prioritizing customer inquiries to ensure that the most important inquiries receive the fastest possible response
  • Great for revenue generation from conversions and long-term loyalty

9) Sparsh Technologies WhatsApp Chat

With 1.6 billion users across the globe, WhatsApp is by far the most popular messaging app in the world today. The WhatsApp Chat extension by Sparsh Technologies allows Magento store owners to create a customizable plug-in that lets customers contact the store's support team via WhatsApp directly from the website. Best of all, this extension is completely free to download and use.

Unique features

  • Admin is able to change the default WhatsApp mobile number and push message from backend
  • Customizable contact button
  • Free to download and use

What users think of this app

  • Easy to set up and use
  • Store owners can enable and disable the plug-in with a single click
  • Plenty of customization options

10) Amnesty FAQ and Product Questions

One of the best ways to reduce your customer support ticket volume is to provide customers with plenty of resources for finding the answers to common issues on their own. With the Amnesty FAQ and Product Questions extension, you can easily create FAQ pages and product questions designed to provide customers the answers they need without them having to contact your customer support team.

Unique features

  • FAQ pages are SEO-optimized
  • Built-in GDPR consent, reCaptcha, and Search Terms Report functionality
  • Social sharing buttons and product question ratings for encouraging audience involvement

What users think of this app

  • Plenty of customization options
  • FAQ widgets and tabs provide customers with convenient access to self-service resources
  • Provides valuable insights about the questions that customers are asking most commonly

Best Magento extensions for payment & security

Making it as easy as possible for customers to pay for their purchases is a vital objective if you want to optimize the conversion rate of your ecommerce website. With Magento extensions for payment and security, you can provide your customers with convenient payment options while also ensuring that their sensitive financial data is kept secure.

11) PowerSync mPower Subscriptions & Recurring Payments

The mPower Subscription and Recurring Payments extension by PowerSync is a solution that makes it easy for Magento store owners to create a recurring revenue business model. 

With this extension, you are able to create and manage subscriptions for your products and easily accept recurring payments from customers who sign up for a subscription.

Unique features

  • Makes it easy to manage subscriptions from a single dashboard
  • Allows you to create custom billing frequencies
  • Automates subscription renewals and recurring charges

What users think of this app

  • Unlimited customization options
  • Provides a simple checkout experience for both normal and recurring orders
  • Sends out helpful automated notifications to both customers and merchants

12) Stripe Payments

Stripe Payments is one of the most popular payment processing solutions for ecommerce store owners. 

With Stripe Payments, merchants are able to provide customers with convenient and secure payment options that support almost every currency and payment method in existence today.

Unique features

  • Supports 135+ currencies and payment methods
  • Provides checkout flows for optimizing the checkout experience on your website
  • Promises 99.99%+ uptime

What users think of this app

  • Great for detecting and preventing fraudulent payments
  • Frequently updated with new features
  • Makes it easy to issue both virtual and physical gift cards

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📚 Recommended reading: Our guide to ecommerce payment processing.

13) Aheadworks Smart One Step Checkout

Streamlining the checkout process as much as possible is a vital goal for merchants that want to reduce their abandoned cart rate. With Smart One Step Checkout from Aheadworks, store owners are able to provide customers with an Amazon-like, one-click checkout experience by easily adding or removing predefined fields on the checkout page.

Unique features

  • Allows you to track the conversion rate and performance of each checkout field
  • Makes it easy to edit every aspect of Magento's default checkout process
  • Supports a wide range of payment methods

What users think of this app

  • Insightful built-in reports for highlighting checkout process bottlenecks
  • Also available for Magento 1 stores
  • Automated address suggestion further speeds up the checkout process

Best Magento extensions for shipping & fulfillment

According to data from eFulfillment Service, the average cost to fulfill an order for online retailers is 70% of the order value. 

In order to keep your shipping and fulfillment costs as low as possible while also providing a great customer experience, it is essential to create an optimized shipping and fulfillment process, which is something that these Magento extensions for shipping and fulfillment are sure to help with.

14) ShipStation

ShipStation is an extension that provides a number of tools and features designed to help store owners streamline their order fulfillment process, including the ability to:

  • Import orders from multiple stores and channels
  • Perform bulk updates 
  • Automation processes for quickly processing and fulfilling orders
  • Compare rates across carriers and print shipping labels
  • Send customers automated shipping updates

Unique features

  • Capable of connecting with multiple platforms/marketplaces
  • Makes it easy to set up shipping rules to automate your order fulfillment process
  • Offers an inventory management dashboard for viewing stock levels, allocating stock, and setting inventory alerts

What users think of this app

  • Makes it easy to combine multiple orders into a single shipment
  • User-friendly and easy to set up
  • Automations make creating shipping rules far less time-consuming

Use Gorgias? See how we integrate with ShipStation. 

15) Amasty Pre Order

Having products go out of stock is something that can often lead to lost business. With Amasty Pre Order, though, merchants can enable customers to easily pre-order products that are out-of-stock or products that have yet to be released.

Unique features

  • Customizable pre-order buttons and notes
  • Module is read-compatible with GraphQL
  • Enables pre-order functionality for all types of products

What users think of this app

  • Provides valuable insights on customer preferences and product demand for improved inventory management
  • Allows you to set discounts on pre-order products via rules
  • Fully-optimized for mobile devices

Best Magento extensions for data & reporting

Quality data is the fuel that powers successful ecommerce stores. With these Magento extensions for data and reporting, you can leverage a variety of tools for collecting and analyzing customer data, providing you with the insights you need to optimize the customer experience on your online store.

16) WeltPixel Google Analytics Enhanced Ecommerce

WeltPixel Google Analytics Enhanced Ecommerce is a solution that automatically syncs data from your Magento store to your Google Analytics account, allowing you to easily track and analyze an incredibly wide range of data regarding your customers and website visitors.

Unique features

  • Google Ads conversion tracking
  • Provides data on product impressions and product clicks based on a variety of criteria
  • Tracks stock status, product review count, product review status, and much more

What users think of this app

  • The free version of the extension includes an impressive offering of features
  • Full-page cache and varnish cache ready
  • Paid version includes one-minute installation GUI and one month of free support

17) Mopinion Feedback Surveys

Customer surveys are one of the most effective tools for gathering zero-party customer data. With Mopinion Feedback Surveys, you are able to embed customizable survey forms on your Magento website. Mopinion Feedback Surveys also allows you to create email surveys and app-based mobile surveys as well.

Unique features

  • Allows you to integrate feedback forms into your email campaigns
  • Provides a variety of customizable feedback form templates
  • Easy-to-install SDKs for iOS and Android allow you to integrate feedback forms into your native mobile apps

What users think of this app

  • Feedback form templates offer a broad range of customization options
  • Easy to set up and use
  • Lots of useful integrations

Best Magento extensions for finance & accounting

Keeping up with the finances and accounting for your ecommerce store can often be a complex and time-consuming process. Thankfully, these Magento extensions for finance and accounting provide plenty of helpful tools for keeping you organized and automating a lot of tedious accounting tasks.

18) Magenest QuickBooks Online

QuickBooks Online is arguably the most comprehensive ecommerce finance and accounting solution on the market today. 

With the Magenest Quickbooks Online extension, you can automatically sync data from your Magento store to QuickBooks Online, making it easy for you to utilize QuickBooks' many tools and features for more accurate and efficient accounting.

Unique features

  • Magento 2 data changes are automatically updated to QuickBooks Online
  • Allows you to map payment methods to deposit accounts
  • Syncs sales orders, invoices, credit memos, customer data, tax rates, and more from Magento 2 to QuickBooks Online

What users think of this app

  • Allows you to connect multiple sales channels to a single account
  • Easy to set up and use
  • Provides the option to sync and edit data manually

19) TaxJar Sales Tax Automation

With sales tax rates differing from state to state, county to county, and city to city, keeping up with how much sales tax you owe for each purchase can quickly become dizzying. 

TaxJar Sales Tax Automation, however, is able to automate the entire sales tax life cycle across multiple sales channels, including sales tax calculations, nexus tracking, and reporting/filing.

Unique features

  • Automates sales tax compliance across 11,000 different jurisdictions
  • Automatically calculates and collects the appropriate sales tax amount at checkout
  • Address validation ensures that the correct sales tax amount is collected for the jurisdiction where the customer is located

What users think of this app

  • Excellent customer support
  • Provides detailed and easy-to-understand sales tax reports
  • Allows you to automatically submit returns and remittance to each jurisdiction

Activate better customer service for your Magento store with Gorgias

From a powerful ticketing system and auto-responders to live chat and customer intent detection, Gorgias has what your Magento store needs to provide a top-notch customer experience. 

Check out our Gorgias for Magento page to learn more about the best customer platform for ecommerce brands.

Positive Scripting

Positive Scripting in Customer Service: How To Do It Right

By Ryan Baum
13 min read.
0 min read . By Ryan Baum

Quick summary:

  • Positive scripting means using polite, pre-written responses to make customers feel acknowledged and taken care of
  • Benefits: less frustrated customers, better customer satisfaction, and faster first response times
  • Negatives: can make customer service teams sound overly friendly or robotic and may lead to slower resolution times when agents rely solely on scripts

A great customer experience relies on much more than positivity and kindness — your customers expect personalization at scale, self-service options, and concrete benefits like free shipping. That said, using the right words is an important factor in customer conversations.

Positive scripting is one practice that can help your customer service representative steer customer interactions toward desired outcomes (like upselling shoppers and bringing first-time customers back for a second purchase).

However, over-relying script templates in customer support is a shortcut to unhelpful customer care interactions. Read on to learn how to make the most of positive scripting while also avoiding its pitfalls.

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What is positive scripting? (AKA positive phraseology)

Positive scripting is the practice of creating canned responses for customer service interactions that use positive language to limit customer frustration and promote desired outcomes. 

With positive scripting, brands can provide support reps with resources such as scripts and templates that they can use to help ensure positive customer interactions. These scripts and templates can also be used as training resources to provide reps with examples of constructive interactions and positive language.

‎Goals of positive scripting

There are several goals that brands can accomplish with positive customer service scripts, including:

  • Promoting constructive customer service experiences that contribute to customer satisfaction
  • Alleviating customer frustration and de-escalating angry customers
  • Maintaining a consistent, positive brand voice
  • Speeding up response times to customer queries

Where can positive scripting be used?

Positive scripting can be used across numerous contact centers and customer support channels. 

How to use positive scripting in customer service

Like any customer support practice, positive scripting should be tweaked for each channel. 

Call centers

Providing support via a phone call requires reps to be quick on their feet, and this is where the practice of positive scripting first originated. 

Providing call center scripts to your call center agents can go a long way toward helping agents stay positive and on-brand when there isn't much time for them to formulate a response.

SMS support

Agents have a little more time to think about their SMS responses, but not much. Customers contacting your support team via SMS still expect swift responses, and positive scripting can help ensure that your SMS responses are swift, positive, and on-brand.

Live chat support

Like SMS, live chat conversations tend to be fast-moving — and this is one of the primary reasons why many consumers list live chat as their preferred customer support channel. 

With positive scripting and live chat tools like Gorgias live chat, you can provide fast, convenient, and helpful support via this advantageous channel.

📚 Recommended reading: Find out how Gorgias customer Ohh Deer used Gorgias chat to generate $12,500 in revenue — per quarter.

Email support

Support reps can typically put a little more time and thought into their email responses. 

Nevertheless, email templates with positive scripting can still help keep these responses positive and consistent while also enabling reps to respond to email queries more efficiently.

Social media support

Providing support via social media is a great way to meet your customers where they're most comfortable — and positive scripting helps keep these responses positive and on-brand. 

This is especially important when responding to comments and posts that other potential customers are likely to see.

Scripts and templates

Scripts, templates, and automated responses should all be built using positive scripting. 

If you use a helpdesk, chances are you can build a library of templates in the tool for agents to use during customer conversations. 

For example, you can use Gorgias Macros to build positive templates and autoresponses. Unlike most templates, Gorgias Macros pull customer information from ecommerce platforms like Shopify and BigCommerce, as well as other ecommerce tools (like Klaviyo and ShipBob) to automatically personalize the response. 

Use positive scripting in your helpdesk

Even better? Thanks to automated Rules, Gorgias can automatically send these personalized templates to customers for basic interactions — like WISMO (where is my order), questions about shipping and return policies, and so on. 

This way, your customer service team time saves time while still fostering a great, personalized customer experience.

Customer support training programs

You can use positive scripting to guide customer service training by using customer support scripts with positive language as examples of beneficial customer interactions. 

This helps new team members get a feel for expectations regarding your company's voice and tone, which they can reflect in their individual customer interactions.

Benefits of effective positive scripting

When used correctly, positive scripting can improve the quality of a brand's customer support services in several key ways, including:

Benefits of effective positive scripting (customer satisfaction, de-escalation, consistent brand voice, consistent processes)

Enhance customer experiences to encourage repeat business

Did you know that 54% of customers say they would stop purchasing from a brand after just a single bad experience? If you want to promote customer loyalty and repeat business, it's vital to provide positive experiences throughout every step of the customer journey. 

Likewise, repeat customers generate 300% more revenue than first-time shoppers, according to our data from over 10,000 ecommerce brands. Repeat customers place repeat orders, place larger orders, refer friends to your store, leave product reviews, and more. 

Repeat customers generate 300% more revenue than first-time customers.
Gorgias

While many different elements go into crafting positive customer experiences, facilitating friendly and welcoming customer interactions with positive scripting is one important step.

Avoid or de-escalate angry customers

Using positive words and language may not solve a customer's problem, but it can help ease their frustrations. Positive scripting is an effective way to de-escalate angry customers — and a great way to prevent customers from ever becoming angry in the first place.

Become more consistent with customer communication and policies

Your customer service agents don’t just need to be positive, they need to follow the same policies and procedures, especially for common customer interactions. Using scripting to guide 

Of course, you can also specify which policies agents can bend, and when. For example, if repeat customers ask for an extension on refund eligibility, it’s probably in your best interest to permit the return rather than frustrate a repeat customer.

📚Recommended reading: Our guide to creating a customer service policy that actually provides value. 

Maintain a positive brand voice

Positive scripting helps you maintain a consistent brand voice, but, just as importantly, it also helps you maintain a positive brand voice. By using positive scripting to guide your brand's messaging, you can carefully (and intentionally) design your language to encourage customer satisfaction and beneficial outcomes.

Examples of positive scripting

A majority of customer interactions can become more pleasant and productive with positive scripting. Here are some scenarios that would benefit from positive scripting:

  • Greeting: "Good [morning/afternoon/evening], thank you for choosing [Company Name]. How can I help you today?"
  • Apologizing: "I'm sorry to hear about the inconvenience you've faced. Let me look into this for you."
  • Offering assistance: "I'd be delighted to assist you with that" or "I'm here to make this right for you."
  • Expressing appreciation: "Thank you for bringing this to our attention" or "We appreciate your business and your feedback."
  • Providing assurance: "Rest assured, we'll resolve this for you" or "We'll do everything we can to make this a positive experience."
  • Suggesting solutions: "Let me find that information for you" or "May I suggest an alternative solution?"
  • Ending interactions: "Is there anything else I can assist you with today?" or "I hope you have a wonderful day."

The pitfalls of positive scripting

The biggest potential drawback of positive scripting is one that we've already touched on; customers who contact your call center or other customer support channel want to feel as though they are talking to a real human and not a robot regurgitating a script. 

It's also vital to remember that customers are ultimately much more interested in resolving their problems quickly than in the language that your reps use. Many times, a simple message with the information they're looking for (such as a tracking number) will suffice with no flair or positivity required.

Pitfalls of positive scripting.

To prevent positive scripting from harming your customer interactions rather than improving them, here are a few other key mistakes and pitfalls to avoid:

  • Not giving support team members the freedom to deviate from their script or inject their own flair
  • Scripting entire customer interactions instead of just using scripts to save time on the most common, process-heavy elements
  • Focusing too much on positive language and too little on actually solving customer issues as quickly as possible
  • Writing scripts that sound too robotic or overly-friendly
  • Using vague empathy statements rather than training your agents to be genuine and sincere

These are all serious mistakes to avoid if you want to make the most of positive scripting. When used appropriately, though, the benefits of this practice far outweigh its cons.

How to use positive scripting for customer service: 7 best practices

Positive scripting is a powerful tool for ecommerce brands to leverage, but it's important to use it correctly. Here are the seven best practices that you should employ to make the most of positive scripting (and avoid its pitfalls).

1) Use scripts as a starting point, not for the entire interaction

The scripts you give your support reps should be used for the most common, predictable part of customer interactions rather than mapping out the entire conversation. 

For example, your agents might use a script to greet customers and share information about your shipping policy (in response to a question about shipping). But, the agent should be flexible enough to include unique information or handle follow-up questions that may not be so predictable.

“I like to think of Macros as guidelines. When you open up a Macro, it's not 100% the right thing to say, because you have to match the customer’s tone and specific query. And it's up to the agent to understand that and adjust along the way — but Gorgias gives you the tools to do that.” 

— Leeor Cohen, Founder and CEO at CreateCX

If you require your agents to follow a script from start to finish, you risk sounding robotic and not providing agents with the flexibility they need to keep customers happy.

2) Prepare positive responses for common situations

Customers who cannot track their order, received the wrong item, or want to make a return are just a few examples of common situations where customers are sure to welcome a little friendliness and empathy — along with helpful information and clear next steps. 

Using positive scripting to create responses to these common situations helps your brand handle these issues consistently and ensure that they are handled with care and positivity. 

All you have to do is identify the questions that your support team receives most frequently and then load positive, brand-consistent responses into your helpdesk:

Build a library of templates with positive scripting.

While each brand varies, some of the most common situations include:

  • WISMO, or “where is my order?”
  • Questions about refund and returns policies
  • Questions about product availability
  • Product-related questions (sizing, compatibility, ingredients, etc.)

3) Encourage customer support to enhance scripts with their own unique flair

Customer service reps should be free to deviate from scripts when needed or inject them with their unique flair. Encouraging your reps to use scripts as a guide rather than a word-for-word requirement ensures that your brand doesn't script away its human touch.

We love this example of an agent bending a policy and sparking up a delightful conversation:

An example of a positive, delightful interaction with a customer.

4) Use scripts for training representatives

Along with using customer service scripts to guide customer interactions in the moment, you can also use them as resources for training your representatives. Once again, not everything that your agents say will be scripted, so ensuring they understand the principles behind positive scripting is just as important as providing the scripts themselves. 

Using scripts to showcase what positive customer interactions look like will allow your agents to leverage positive language even when they aren't using a script. For example, you can use scripts to demonstrate mock customer service interactions and then dive into the specifics of why the scripted responses you've created work well for those situations.

📚 Recommended reading: Our Director of Support’s guide to customer service training.

5) Avoid sounding like a robot

Several of the tips we've already covered are geared toward preventing support agents from sounding wooden or robotic, and this is an essential consideration when using positive scripting. 

By using scripts to initiate an interaction rather than scripting the entire conversation, giving agents the freedom to add their own flair to the scripts, and adding personality to the scripts you create, you can avoid this common pitfall of positive scripting. 

It's also vital for your reps to demonstrate genuine empathy throughout customer interactions to avoid sounding uncaring and robotic. This can't be easily scripted, making it important to ensure that your reps know how to adopt an empathetic tone and approach.

📚 Recommended reading: The ultimate guide to offering personalized customer service at scale. 

6) Nail the greeting

Your agent's initial greeting to a customer sets the tone for the rest of the interaction. It's also one of the easiest parts of customer interactions to script since the initial greeting will largely remain the same regardless of the customer's specific issue or sentiment. 

Stating the company name and the agent's name, asking the customer's name, telling them good morning/good afternoon, and assuring them that you are happy to assist them are all great elements to consider including in your greeting script.

7) Test, iterate, and refine to perfect your customer service interactions

Like almost every aspect of ecommerce, positive scripting in customer service is something you can continually improve with proper testing. CSAT surveys are one excellent way to gather customer feedback following a customer support interaction. You can use the feedback you gather from these surveys to fine-tune your customer support scripts. 

For instance, if many customers complain that your reps sound unempathetic or robotic, you may want to revisit the language of your scripts or encourage your agents to inject more of their own personalities. Throughout testing and refining your scripts, keep in mind that script building should be a collaborative experiment, with customer service teams working alongside reps and using data from past customer service interactions to guide the process.

Offer positive, fast, and helpful customer service with Gorgias

Positive scripting is one effective way to improve the quality of your brand's customer support and encourage more positive customer experiences. However, it's also just one small element of high-quality, revenue-generating customer support

If you would like to offer the type of fast, positive, and helpful customer service that will set your brand apart from the competition, it's important to use the right customer support tools.

With Gorgias' industry-leading customer support platform, you'll be able to leverage a range of advanced customer support tools and capabilities — all designed to boost customer satisfaction by improving both the speed and helpfulness of your support services. 

To get started offering positive, fast, and helpful customer support via the best ecommerce customer support platform on the market, be sure to sign up for Gorgias today!

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Webinar Jaxxon

[Webinar Recap]: How Jaxxon Prepares for Peak Season to Optimize CX and Maximize Revenue

By Ilke Akcasoy
5 min read.
0 min read . By Ilke Akcasoy

Maximizing peak season sales isn’t only about driving customers to your website. If website visitors people encounter a slow, unhelpful, or lackluster customer experience, they’ll click away before buying — flushing away all your marketing efforts and dollars.

In a recent webinar, Caela Castillo, Director of Customer Experience at luxury men’s jewelry brand Jaxxon, shared Jaxxon’s strategies for optimizing customer experience to maximize revenue during peak season. 

We’ll start with some of the most concrete strategies Jaxxon leverages, and wrap up with some bigger-picture insights on how Caela manages the team. 

You can also hear Caela share these tips herself by watching the webinar here.

How Jaxxon manages ticket spikes during peak season

Last year, Jaxxon had what Caela describes as a very successful but challenging peak season, when customer support tickets skyrocketed to three times normal levels. As a result, Jaxxon has stepped up its approach to optimizing customer support for efficiency and self-service during the 2022 peak season.

Here are the tactics and tools Jaxxons used to manage ticket spikes this year:

Provide self-service answers to FAQ in live chat

Jaxxon uses Gorgias Quick Response Flows to answer frequently asked questions during peak season. Caela and her team customize the questions and answers so that customers can get an instant response to common queries.

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Jaxxon
“We really noticed that adding automated self-service with Gorgias took part of the load off us. A lot of customers’ questions are answered by self-service, so then they’re happy and we don’t have to do anything further with those tickets,” Caela says. 

Automating these responses has two-fold benefits:

  1. Customers get instant answers to questions — no wait time required
  2. Agents actually have time for conversations that need a human touch

“If the customer has additional questions, then our agents have the time to have an authentic conversation with them, and give them a really great experience.”

Regularly review tickets to monitor performance and spot emerging issues

Caela regularly reviews recent customer conversations to monitor individual agent performance and identify areas for improvement or lessons learned. Using Gorgias tags — automatically applied to customer tickets for categorization and filtering — Caela can also get a sense for the most common customer questions and issues.

“If we're noticing a trend with a certain issue, then we want to solve it right away rather than figure it out weeks from now when it’s a bigger issue,” Caela explains. “So we don't want to only review tickets once a month. We want to do it in real time.”

The real opportunity for peak seasons is turning first-time customers into repeat shoppers

Jaxxon realizes that any peak season is a starting line, not a finish line. Providing an awesome first customer experience doesn’t just net a sale. It nurtures longterm relationships and turns happy customers into loyal brand advocates.

“We want to make sure that first shopping experience is really great — everything from the customer support to the shipping to the box it arrives in — so they want to come back and buy again. We listen to our customer reviews and we really want to help people have a great experience.”

Jaxxon invests in ongoing training and support to ensure its customer service agents have the knowledge, skills, and tools they need to do their job confidently and effectively.

“Sometimes customers are a little hesitant about buying something as expensive as solid gold online. And our agents can explain to them the difference between our products, or suggest an upgrade, or say, hey, would you like this bracelet to go with the Cuban link chain you bought last time?” says Caela. 

“For our agents to be able to upsell and cross-sell like that is super important for us — and it works.”

Quick Response Flows help Jaxxon open the door to some of these conversions. Providing quick, helpful answers about product restocks, sizing, shipping and more, lays a positive foundation that human agents can easily build on.

How Jaxxon sustains the team during peak seasons

One of the biggest challenges during any peak season is thinking ahead so that your team — not just your customers — succeed.

Plan ahead when it comes to coverage

First off, make sure you have enough customer service agents in place to cope with soaring demand. Jaxxon has increased its customer support team for this year’s peak season. 

Caela uses a zoning plan to stagger agents’ shifts across different time zones and locations, so there is always enough coverage for Jaxxon’s 24/7 customer support. She adapts this as peak season unfolds to meet shifting demand.

“Having open communication is essential. We always say there are no stupid questions. We’re here to help each other. Even though we work remotely, we're still able to communicate really well and work as a team.

Once the team is in place, get them ready. “Training your team is really important, and making sure they have the resources and support they need,” Caela says.

📚 Related reading: How to stand out during Black Friday with 18 marketing strategies

Maintain staff morale during crunch time

“Keeping morale high is so important for peak season, because it’s a busy time in life, not just at work,” Caela says. This is a unique situation in ecommerce — did anyone else have a turkey in the oven while answering support tickets during BFCM?

“Everyone gets stressed; sometimes people get sick. It's hard to sustain motivation sometimes. So we want to make sure everyone's really taken care of and set up for success. And we try to make it fun for the team.” 

A culture of mutual support among the Jaxxon customer service team is reinforced by team-based incentives to win gift cards, jewelry and more when certain targets are met.

“A positive attitude goes a long way to keeping people motivated. You get so much farther if you're kind and positive. And I’m very big on looking at difficult situations as learning experiences. And if someone is struggling, other team members will help them so we all rise together.” 

📚 Related reading: How Jaxxon offers motivates agents with rotating customer support incentives.

Lean on tools and systems to manage high demand

Having the right systems in place to manage customer support more efficiently is important at any time of year. But it has the biggest impact during peak periods when demand balloons. 

“You have to prepare for the worst, in terms of very high demand. Things just get crazier as peak season progresses! So make sure to have your self-service and automation set up and ready to go,” says Caela. “After last year’s challenges, we've made sure to have stronger systems in place this year.”

Jaxxon now uses Gorgias to manage all customer conversations. This helps the team work more efficiently in several ways:

  • Seeing all customer conversations across different channels in one place, to avoid tab-shuffling and duplicated responses
  • Filtering and sorting tickets, for easier prioritization
  • Deflecting some questions to automated self-service, to free up customer service agents’ time for more complex customer conversations
  • Bringing together all of a customer’s information, to enable more personalized service

Implementing self-service chat has cut Jaxxon’s live chat volume by 17%, yet increased conversions by 6%. Meanwhile, revenue generated by chat has shot up by an impressive 46%. The overall impact has been positive for customer experience and Jaxxon’s bottom line.

Read more about how Jaxxon uses Gorgias to speed up response times without sacrificing the quality of customer service.

Customer experience is vital to maximize peak season sales

By assembling a larger, well-trained customer service team and putting the right tools in place, Jaxxon is poised to continue delivering high-quality customer service this peak season — even when ticket volumes triple. Caela and her team are excited to dive into the peak season. With Gorgias by their side, they are ready to ride out whatever challenges come their way.

To hear the full story of Caela’s tips, lessons learned, and Jaxxon’s preparations for peak seasons, watch the webinar replay.

Growing At Gorgias

Growing At Gorgias: Interview with Yohan Loyer (Strategic Partner Manager EMEA)

By Vladislava Genova
5 min read.
0 min read . By Vladislava Genova

Yohan Loyer started his job at Gorgias as the first Customer Success Manager for Europe. His current position is EMEA Partner Manager, with the goal of growing Gorgias’ presence in Europe, the Middle East, and Africa (EMEA). The role boils down to building meaningful relationships and being a reliable, trustworthy partner for our agency partners. 

In this interview, Yohan tells his story and we learn more about his internal career development and the environment Gorgias provided to nurture it accordingly.

1) What is your role at Gorgias right now and how do you find it?

My role is to help our ecommerce agency partners:

  • Understand the value of Gorgias
  • Keep Gorgias top of mind when recommending customer service solutions to their customers
  • Identify customers that are a good fit for Gorgias

As a social person who likes to interact with other people and has hands-on experience working with Gorgias customers, this role is a great fit for me. There really is no chance to be bored in Partnerships!

2) What did you do before Gorgias? What is your educational and professional background?

I did my undergraduate degree in international business in New York, where I got a scholarship to play for my university’s soccer team. Then, I did my master's in Business Consulting and Information Systems Management in France. 

Right after university, I worked as an IT consultant and then moved to Salesforce as part of the EMEA customer success team in Dublin. I worked as a Customer Success Manager (CSM) for 3.5 years, when my main focus was helping the company’s customers get the most out of the Salesforce platform and resources.

Apart from that, I have always been passionate about new technologies and how they impact the world, so continuing to work in tech and ecommerce at Gorgias is not a coincidence.

3) How did you find out about Gorgias and what made you apply to work here?

I was looking for a role in a fast-growing company in the ecommerce space with an innovative product, strong company culture, and competitive package. I did some research online and found out about Gorgias on an ecommerce blog, if I remember correctly. 


Gorgias had everything I was looking for. They were also hiring for their first Customer Success Manager in Europe at that time, so it was perfect timing for me to apply!

4) What are the roles you had at Gorgias and how did they change over time?

I was initially recruited as the first Customer Success Manager (CSM) in Europe. We already had one Onboarding Manager in Europe when I joined (Emna Charfi, who is now the manager of our Customer Success team). 

She was already working as a CSM with some customers (on top of her main role as Onboarding Manager). Even after I joined as the first full-time CSM in Europe, she continued as the CSM for some of our largest customers while I onboarded. 

After a few months, I took over as the Customer Success Manager for our largest European customers for about 1.5 years, before transitioning to the Partnerships team last July.

I worked closely with Louis Lavedan from the Partnership team when I was a CSM, so I got to see what Partnerships was like. When he moved to San Fransico, taking over his role as Partner Manager for EMEA seemed like a logical next step.

5) What training and resources did Gorgias provide to help you in your new roles? 

The Gorgias team has always been super helpful and available with me and new team members in general. 

Learning directly from colleagues has definitely been one of the highlights of my onboarding and overall experience with Gorgias. Whether it is answering questions on Slack, sharing screens, recording Loom videos, or jumping on a quick call, there is always a Gorgian ready to help!

6) How did your manager (or others at Gorgias) help you upskill and grow yourself?

The two managers I worked with both have hands-on experience with Gorgias customers and partners, and a genuine desire to be helpful and see their team members grow. They are always reliable and helpful when needed, which builds trust and promotes a culture of feedback and transparency. 

Gorgias as a company is obsessed with scaling and automating processes, and my managers have definitely lived up to those values and helped me become more efficient and see the big picture when working on projects.

At Gorgias, we are also lucky to have a best-in-class product and grow at a very rapid rate, which comes with a lot of super interesting challenges and opportunities. The company has a really unique positioning with an obsession for customer satisfaction, which all contribute to a great environment to work in.

7) How can you connect your experience with Gorgias's core values?

My experience at Gorgias so far has been very much aligned with our core values, especially “Customer first”, and “Maximize your impact”. 

We live and breathe for customers, automate time-consuming tasks, share best practices with the rest of the team, and try out new tools and processes — all with the end goal of providing a better product and experience to merchants who use Gorgias. 

Our managers highlight Gorgians who are living up to our core values weekly on our Slack channels, so we get to see first-hand all the great things our team does in accordance with our values.

8) What is your favorite thing about working at Gorgias?

As someone who worked closely with customers for all of my career, I think that my favorite thing at Gorgias is our huge focus on customer experience and satisfaction. Making our customers happy and successful, independent of their size, is our target and biggest investment as a company.

Whether it is reviewing our processes to make sure they benefit our customers, going the extra mile when helping our customers out, finding workarounds, prioritizing product features, or letting our customers get on a call with our highly available success and support teams, we are always doing things with our customers’ interest in mind.

9) If there is one thing you would like to change about the company, what would it be?

I guess it would maybe be the name of the company (haha). Simply because it’s hard to pronounce. Also, people don’t read or hear “Gorgias” for the first time and instantly know what we do. 

10) What's next for you at Gorgias (and how is Gorgias helping you get there)?

As I started my new role as EMEA Partner Manager recently, my focus is becoming a great Partner Manager, first and foremost. 

We have a pretty good presence and network in Europe, but it’s still in the early stages compared to the US. I am learning and getting a lot of help from our US team who built a very strong market presence and brand in the US, and I am super excited to help develop the Gorgias brand and customer base in Europe, the Middle East, and Africa!

Interested in joining Yohan and the rest of Gorgias team? Check out our jobs page to learn more about our benefits, interview process, and open roles.

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