You’re Missing Out on Sales Without an AI Shopping Assistant—Here’s Why
TL;DR:
- Shoppers won’t wait for help—so they leave. Without instant answers, you’re losing sales to hesitation and unanswered questions.
- AI shopping assistants step in right away. They guide, recommend, and resolve concerns in real time, 24/7.
- They boost conversions and AOV. Brands like Pepper and TUSHY saw up to 62% more conversions after adding one.
- They go beyond chatbots. AI assistants proactively sell, using browsing behavior to tailor messages and close more carts.
- Gorgias Shopping Assistant is built for Shopify brands. It starts conversations, mirrors your brand voice, uses browsing data, suggests products, and sends dynamic discounts.
Shoppers aren’t always going to reach out and ask the questions they have, especially if they’re going to have to wait for a response from a CX team.
That means you’re losing sales to friction, indecision, or information gaps.
In 2025, the average cart abandonment rate is 70.19%. But if you can find an AI tool that doubles as a support and sales agent, it could make all the difference.
Gorgias’s Shopping Assistant, for example, has brought a 62% uplift in conversion rate for brands that implement it.
Ahead, learn where you can leverage an AI shopping assistant to increase conversions and craft better purchase experiences.
What is an AI shopping assistant?
An AI shopping assistant is a chat tool powered by AI to provide pre-sales support for shoppers. It can answer questions, make product recommendations, and help guide shoppers in the right direction if they’re stuck.
Gorgias's Shopping Assistant is a powerful, hyper-personalized AI tool built for Shopify brands. Unlike other AI tools, Shopping Assistant starts conversations with customers, not the other way around. It’s uniquely tailored for each customer by tracking browsing behavior during each session and remembering what shoppers say, keeping conversations natural and recommendations relevant.
It’ll also chat with shoppers in your own brand voice, as its responses are pulled right from the knowledge you feed it.
At which point do brands lose sales in the customer journey?
The stages of the customer journey where common drop-off points occur for brands that lack proactive support include:
- Discovery (casual browsing)
- Interested (considering making a purchase)
- Ready to buy (strong purchase intent)
1) Discovery (casual browsing)
There’s a big chance that shoppers—especially first-timers—have questions, but aren’t willing to wait for a human to get back to them. And when your CX team is off the clock? Customers will likely leave altogether.
An AI shopping assistant can help you engage customers right away, even outside your business hours.
Bra brand Pepper uses Gorgias Shopping Assistant to help shoppers find their perfect size. When it detects hesitation, Shopping Assistant points customers to the sizing guide.
This proactive approach creates an easy path for conversation and sets the precedent that any questions will be answered immediately, providing a better––and less confusing––experience.
“With Shopping Assistant, we’re not just putting information in our customers’ hands; we’re putting bras in their hands,” says Gabrielle McWhirter, CX Operations Lead at Pepper.
Impact these metrics 📈
For shoppers in the Discovery stage, using a Shopping Assistant boosts clicks and time on site and reduces bounce rate. It does this by surfacing specific questions on relevant product pages. Pepper boosted their conversion rate by 19% with Gorgias Shopping Assistant.
Read more: How Pepper’s AI Agent automates 54% of support and converts 19% of conversations
2) Interested (considering making a purchase)
In a retail environment, a salesperson can give shoppers recommendations by asking a few questions, especially if they’re unsure of what to buy.
AI shopping assistants have the ability to mirror those in-person shopping experiences by interacting with customers in real-time to help them find their perfect match.
Shoppers can give as much (e.g., “Help! What dress is suitable for a wedding reception?”) or as little information as they’d like, and the AI shopping assistant will do the rest.
It’s possible even for questions that are slightly vague, like a customer who types in “how to make up” without any other context:
For example, jewelry shop Caitlyn Minimalist uses Shopping Assistant to recommend products, engaging interested customers and bringing them closer to a purchase.
“As a result of Shopping Assistant, we've seen a measurable lift in AOV through more meaningful customer interactions,” says Anthony Ponce, Head of Customer Experience at Caitlyn Minimalist.
“Our clients are provided the right information at the right time, creating a seamless experience that builds trust and drives confident purchases."
Impact these metrics 📈
According to data from Gorgias, email is the highest volume support channel, with ~25% of that tied to pre-sales. AI shopping assistants tackle these pre-sales asks and also upsell by recommending complementary products. This can lead to a boost in average order value (AOV) and conversion rate.
Read more: How Caitlyn Minimalist uses Shopping Assistant to turn single purchases into jewelry collections
3) Ready to buy (strong purchase intent)
The main reasons customers abandoned a cart in 2025 include:
- Extra costs (like shipping, fees, taxes) - 39%
- Delivery times were too slow - 21%
- Checkout was too complicated or long - 18%
- Didn’t like return policy - 15%
An AI shopping assistant can mitigate or resolve these issues. They resolve crucial questions—like delivery time or return policies—that need in-the-moment answers. By alleviating pre-sale concerns, they give customers the confidence to make a purchase.
For example, bidet brand TUSHY leverages Shopping Assistant to answer questions about toilet compatibility that might flush a pending sale.
Aside from quelling customer concerns, Shopping Assistant can also send discount codes to close deals. Unlike general discount codes you find across the internet, these discounts are uniquely generated for each customer, keeping them engaged and on your site.
Impact these metrics 📈
AI shopping assistants can reduce cart abandonment rate and increase conversion rate. Gorgias Shopping Assistant adjusts to your sales strategy by sending customers discount codes that can be the final nudge to checkout.
Why traditional chatbots don’t cut it anymore
Most AI tools are built just for support. They deflect tickets and answer FAQs, but they’re not built to sell.
Shopping Assistant proves that support teams can also drive revenue by upselling, suggesting exchanges, and giving shoppers the confidence to try a brand for the first time (or to give it another shot).
Gorgias’s AI Shopping Assistant uses context-based decision making and looks for specific behavioral signals:
- Products viewed - Which product pages have they visited?
- Pages views - What pages have they explored, like FAQs, reviews or categories?
- Current page - Which page are they currently browsing?
- Purchase history – What have they bought from this brand before?
- Cart data - What items are currently in their cart?
Improve conversions with Gorgias Shopping Assistant
Ultimately, the cost of not adopting AI can be higher than the investment of implementing it. 77.2% of ecommerce professionals use AI to improve their work. Why not extend those benefits to your customers?
AI Shopping Assistants help you create better customer experiences overall. These tools help reduce customer effort, increase average order value, save would-be-lost sales, and create more customer touchpoints.
Hire the always-on Shopping Assistant that never misses a sale.
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TL;DR:
- Shopping Assistant is your new AI sales closer. It jumps in when shoppers hesitate, delivering real-time, personalized support that drives conversions.
- It boosts revenue by acting like your best salesperson. It knows when to recommend, upsell, or offer a discount, without being pushy.
- It remembers what shoppers do mid-session. That means smarter conversations, better suggestions, and bigger order values.
- It’s already delivering results. Brands using Shopping Assistant are seeing 62% more conversions, 10% higher AOV, and 5x ROI.
- You control the strategy. Customize how it promotes discounts, when it steps in, and how it speaks.
What’s the common factor between shoppers debating between products and considering a splurge? Hesitation.
Today’s shoppers are overwhelmed with choices. They don’t want to be left to figure things out on their own. They want guidance.
But most brands are missing that crucial piece of the puzzle. They lack a strategy that accompanies shoppers on their journey. A tool that encourages shoppers to proceed to checkout. And, ultimately, a customer experience devoid of a sales approach.
That’s why we built Shopping Assistant, an AI Agent that proactively engages browsers, offers context-aware product recommendations, and turns hesitation into conversions in real time.
And it’s working. Brands using Shopping Assistant are seeing a 62% uplift in conversion, 10% higher average order value, and 5x ROI.
Here’s a closer look at what’s behind the magic.
AI-powered shopping, built for sales
Most traditional chatbots passively wait for questions and deliver answers that aren’t personalized to each shopper's preferences.
Unlike these bots, Shopping Assistant reads real-time signals like pages viewed, cart contents, and conversation tone. This results in a solution that not only offers support but also offers personalized, proactive selling. This enables Shopping Assistant to continuously refine and adjust its playbook, evolving with each shopper as their journey matures.
Here’s how Shopping Assistant engages with customers across the shopping journey:
- Discovery: Gathers preferences and educates.
- Interested: Makes targeted product suggestions.
- Ready to Buy: Assists with checkout, nudges purchases with discounts.
Take this example below. When a customer vaguely asks “how to make up,” Shopping Assistant interprets it as a sign of interest in makeup products and recommends a starter kit.
Personalization that understands you
Where traditional bots reset with every message, Shopping Assistant does the opposite. It has built-in context-aware intelligence that remembers what shoppers have clicked, viewed, and added to their cart during a session.
This enables natural, relevant, and persuasive conversations that truly resonate with each shopper. It goes beyond reading messages and observes behavior to adapt its responses.
That means it knows if someone has:
- Viewed three red lipsticks but didn’t add to cart
- Repeatedly checked sizing info for the same dress
- Added two serums to their cart after browsing dry skin FAQs
With plenty of context to work with, Shopping Assistant is not only smarter but also more profitable than the average chatbot. It drives more conversions with product recommendations and lifts average order value with timely upsells based on what’s been added to the cart or viewed.
Here’s what it looks like in action: When a customer engages through a product page, Shopping Assistant recommends a matching outfit, suggesting it’s aware of alternate product variants and the customer's likely interest in that style.
Dynamic discounts that convert without undercutting
Promotions are powerful, but they’re not one-size-fits-all.
With Shopping Assistant, merchants can define their discount strategy to align with their brand. These strategies can range from offering no deals to using aggressive promotions.
Once the strategy is set, Shopping Assistant waits for hesitation and customer intent to trigger a discount, firing it at the most conversion-worthy moment.
Proactive engagement in 3 ways
Shopping Assistant initiates conversations. It’s built to engage shoppers, spotting when they linger or show signs of confusion, stepping in with timely, personalized help.
Every second counts in ecommerce. If a shopper pauses on a product page or is left scrolling through an endless search results page, Shopping Assistant detects it in real-time and reaches out with a relevant prompt like:
- “Need help picking the right shade?”
- “Want to know our return policy before you buy?”
Here’s how Shopping Assistant reduces drop-off, builds confidence, and drives faster decision-making in three different ways.
1. Suggested product questions
Shopping Assistant automatically triggers commonly asked questions depending on the product currently being viewed. In one click, shoppers can get the answer to the question they’re curious about. This combats hesitation caused by a lack of information, resulting in more confident conversions.
2. Ask Anything Input
When shoppers land on the homepage, it’s easy to become overwhelmed and not know where to navigate. The Ask Anything Input provides an easy way to start a conversation with Shopping Assistant and get the guidance they need.
Shopping Assistant can refine its response to the customer based on the page context. For example, when the customer is on a product page, Shopping Assistant knows exactly what product is being asked about.
3. Trigger on Search
Shopping Assistant can step in to offer pinpointed help based on a shopper’s search query. Instead of scrolling through a results page, Shopping Assistant triggers a message based on what the shopper entered, offering an easier and faster way to find what they need.
Smart recommendations and relevant upsells
Shopping Assistant’s suggestions are rooted in real context: what the shopper has viewed, added to cart, or asked about. Whether they’re exploring a specific product line or revisiting a category they’ve shown interest in, Shopping Assistant delivers relevant upsells and complementary items that make sense for the customer.
This personalized approach to upselling increases cart size without feeling forced—it’s smart, seamless, and sales-driven.
Shopping Assistant can even turn vague product questions into upsell opportunities. By asking questions, it learns more about an individual to come up with recommendations that best fit their preferences.
Try Shopping Assistant today
Shopping Assistant is transforming the way shoppers engage and helping ecommerce brands sell more effectively. Through smarter conversations and real-time personalization, it turns every interaction into an opportunity to convert, build trust, and drive revenue.
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TL;DR:
- Don't just turn it on, coach it. Treating your AI Agent like a team member, not a plug-and-play tool, is what makes it truly helpful and memorable.
- One owner and one hour a week is enough to make a big impact. SuitShop’s Katy Eriks runs QA and training solo, using a repeatable system to log feedback and improve performance weekly.
- Don't forget to pause and evaluate. SuitShop temporarily turned off AI to improve their help content, making automation far more effective when it came back online.
- Let your best human agents guide your AI. Katie studied her top-performing teammate's tickets to teach AI the best responses and macros.
- Brand voice matters as much as accuracy. SuitShop's AI Agent "Max" is trained to sound warm, helpful, and on-brand. Customers even thank it by name.
The most coachable team member on your support team might not be human.
Brands that want to keep up with rising customer expectations are turning to AI to help meet demand. But as SuitShop’s Director of Customer Experience, Katie Eriks, will tell you, great results don’t come from flipping a switch.
They come from coaching.
Since implementing Gorgias AI Agent, SuitShop has reached a 30% automation rate, all while maintaining a lean CX team and giving every customer the tailored experience they expect (literally and figuratively).
“I consider myself its boss,” said Katie, who runs the entire coaching process solo. With under an hour of weekly maintenance now, SuitShop’s AI Agent runs efficiently, accurately, and on-brand.
Katie spoke at Gorgias Connect 2025 to share exactly how she got there. You can watch her full session below:
The case for coaching your AI Agent
When brands think about automation, they often imagine flipping a switch and watching repetitive tasks vanish. But in practice, it’s not that simple, at least not if you care about customer experience.
Gorgias encourages brands to treat their AI Agent like a junior teammate — someone you onboard, train, observe, and coach over time.
Brands that do this well are already seeing massive gains:
- 60%+ of customer conversations fully automated
- First response times under 30 seconds
- Consistent CSAT scores of 4.5 and above
- Major cost savings during high-volume seasons
For SuitShop, automation was about creating space for their small team to focus on specialized service. Space to scale without scaling headcount. And space to do it all without losing their voice.
Step-by-step: SuitShop’s AI coaching workflow
Katie and her team had been longtime Gorgias users, but when they turned on AI Agent in August 2023, the results were unremarkable. The responses weren’t inaccurate, but they weren’t helpful enough either.
What Katie learned was to “Be hands-on early. Use downtime to train. And never stop refining.”
So she got to work, not by replacing the tool, but by going deeper into it. Here are her coaching tips:
One owner, one hour a week
Katie made herself the sole point of contact for training and QA. That might sound like a lot, but over time, it became a light lift.
“At this point, it’s definitely less than one hour per week,” she said. “In the beginning, it was more time-consuming because I needed to create help center articles and Guidance regularly. Now I’ve got it down to a pretty quick thumbs-up, thumbs-down kind of process.”
Katie uses Monday mornings to review AI Agent tickets from over the weekend, when fewer human agents are available and AI takes the lead.
Read more: Why your strategy needs customer service quality assurance
Pause and perfect before scaling
Unlike many retail brands, SuitShop’s busiest time isn’t the holiday rush — it’s wedding season in the summer and fall. So when things quieted down in December, Katie used that time strategically.
She temporarily turned off the AI Agent to regroup.
“I decided to turn it off and really beef up our Help Center,” she explained. “I went back to the tickets I had to answer myself, checked what people were searching in the Help Center, and filled in the gaps.”
She built out content with a mix of blog knowledge, internal macros, and ChatGPT. Once she felt confident the content base was solid, she turned AI back on.
Read more: How to optimize your Help Center for AI Agent
Use data to guide your coaching plan
Once SuitShop’s foundational content was in place, Katie didn’t just sit back and hope for the best. Instead, she built a repeatable feedback loop grounded in data — one that helped her spot opportunities for improvement before they became issues.
Rather than combing through tickets at random, Katie created custom views inside Gorgias to zero in on the most impactful coaching moments:
- Low CSAT tickets: Any conversation that ended with a customer satisfaction score below expectations got flagged. These were clear indicators that something about the tone, accuracy, or clarity of the AI response had fallen short.
- High handover rates: Katie looked at the tickets AI Agent was regularly handing off to humans. Many of these were actually answerable. The handover just meant that guidance was missing, miscategorized, or too vague.
- Agent-tagged tickets: To make this scalable, Katie empowered her team to flag any strange or impressive responses from the AI. By using a tag like AI_agent_feedback, team members could drop tickets into a coaching queue without needing to write a full explanation.
To keep all of this actionable, Katie logs insights in a shared spreadsheet that functions as a live to-do list. Every row includes:
- A link to the ticket
- A summary of the issue
- The resolution (e.g., new Guidance or macro needed)
- A status tracker (not started / in progress / completed)
- A link to the resource she created in response
These insights are also available in Gorgias’s dashboard, where you can identify the top issues customers had.
“Sometimes I do it all in the moment. Other times I’ll log it and come back later when I can take the time to do it right.”
By combining frontline feedback with structured ticket views, Katie turned scattered QA into a consistent coaching system — one that ensures SuitShop’s AI Agent keeps getting smarter every week.
Learn from your human agents
One of Katie’s most effective strategies comes from her own team.
Like many CX leads, she noticed that some agents consistently resolved tickets in a single touch. That pattern, Katie realized, wasn’t just a win for customers, it was a roadmap for an AI-driven support strategy.
Her teammate Tacy quickly became her go-to signal for what the AI Agent needed to learn next.
“I pull her tickets often to see what she’s responded with. It helps AI learn from her directly.”
By reviewing Tacy’s ticket history, Katie identified standard replies that didn’t yet exist as macros or Guidance. If Tacy was writing the same sentence repeatedly or copy-pasting a reply manually, that meant it could (and should) be taught to the AI Agent.
She also tracked Tacy’s macro usage rate. If Tacy frequently used a macro for a certain issue, but other agents weren’t, it flagged an opportunity to standardize responses across the team and the AI.
The key insight? If it only takes one touch for a human to answer, the AI can be trained to do it too.
These small efficiency wins added up quickly, especially during peak season, when the ability to automate just a few extra conversations per day created meaningful breathing room for the rest of the team.
Related: How to automate half of your CX tasks
Make your AI sound human (and on-brand)
Automation without brand voice feels robotic. Katie made sure SuitShop’s AI Agent sounded like a natural extension of the team, and that started with a name: Max.
“We get replies like, ‘Thanks Max!’ from customers who think it’s a real person.”
Using AI Agent’s tone of voice settings, Katie went deep on personalization. She customized everything from sentence structure and greeting format to whether or not emojis and exclamation marks should be used (they shouldn’t, in SuitShop’s case).
Her AI Agent instructions include clear direction on:
- Tone: Warm, empathetic, clear, especially with high-stress wedding-related issues
- Structure: Shorter responses for chat, slightly more detailed for email
- Dos and Don’ts: Specific words or phrases to use or avoid, pulled from real team responses
- First/last name use: Always first name only, to keep things friendly but respectful
Katie also made sure she instructed AI Agent to acknowledge customer emotions — especially frustration — and to offer reassurance when things went wrong.
And because AI responses are written at lightning speed, she regularly reviewed messages to ensure they didn’t come off as cold or abrupt, especially in sensitive situations like delayed wedding orders or size issues close to the event date.
Live coaching: What it looks like in practice
In the workshop, Katie walked through two real support tickets where AI missed the mark and how she used those moments to improve.
In one case, a customer asked a common question: “The navy suit I’m looking at says ‘unfinished pant hem.’ Will the pants need to be hemmed?”
Despite having help articles and macros explaining this exact issue, AI Agent responded: “I don’t have the information to answer your question.”
That was a red flag.
Katie immediately stepped in to coach the agent by:
- Applying the correct existing resources
- Writing an ideal sample reply as an internal note
- Checking tone, empathy, and phrasing
- Testing the fix by pasting the same question into the test environment
“I like to write a short internal note, so if I see that ticket again, I know exactly how I coached it.”
In another case, AI Agent was incorrectly handing off a sizing question about jacket sleeve length. Katie realized that a previous broad handover topic ("sizing and fit questions") was causing confusion by flagging issues that the AI should have been able to handle.
So she deleted the handover topic and replaced it with a clear guidance article — complete with example questions, macros, and links to sizing resources.
“Once I added specific questions in quotes, it made a huge difference.”
What's next: AI tools that help you scale faster
SuitShop didn’t automate 100% of CX — but that’s not the point. At 30% automation (and growing), Katie gives her team more time to specialize, connect, and handle urgent or emotional conversations with care.
Here’s what Gorgias offers to help as well:
- Optimized intent dashboards: These show the most common topics customers ask about, the AI’s performance on those topics, and how much opportunity there is to increase automation.
- Auto-generated knowledge: Based on your macros, Help Center, and even Shopify data, Gorgias can now draft suggested guidance for your review, making it faster to train your AI Agent without starting from scratch.
- Auto QA: This tool scores every AI (and human) response based on resolution, accuracy, communication, and tone. It gives you full visibility across your team and automations, without needing to review each ticket manually.
Whether you’re just getting started or trying to move beyond basic automation, Katie’s approach proves that coached AI outperforms out-of-the-box tools every time.
Want to coach your AI Agent like SuitShop? Book a demo to see how Gorgias can help you scale smarter.
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Featured articles
How to Drive Growth with an Automated Subscriber Journey
TL;DR:
- Subscribers drive 3x more value than one-time buyers. Subscriptions create ongoing relationships that build loyalty and increase lifetime value.
- Make subscription opt-ins easy and appealing. Use tools like default subscription settings, upsell widgets, and A/B testing to encourage conversions at every step of the journey.
- Retain subscribers by treating key drop-off points as recovery moments. Use win-back campaigns, payment recovery, and personalized support to reduce churn.
- Meet customers where they are with AI-powered tools. Solutions like Gorgias Shopping Assistant and Recharge Concierge SMS provide real-time, contextual support and subscription management.
Vanessa Lopez, VP of Customer Experience at Recharge, recently led a workshop that outlined how brands can transform one-off interactions into rich subscription journeys that increase opt-ins, reduce churn rate, and boost lifetime value (LTV).
Here’s what we learned.
What are the different subscription types?
There are many different ways that you can offer subscriptions. Here’s a rundown of the most common.
Subscribe and save
The most common subscription type is “Subscribe and save.” Instead of making a one-time purchase, customers subscribe to a product and receive it on a different cadence, whether that's weekly, bi-weekly, monthly, or quarterly.
For example, Apothékary offers a Subscribe and Save option for its herbal remedies where shoppers get a discounted rate if they subscribe every one, two, or three months.
Subscription boxes
Subscription boxes ship to customers monthly. Shoppers subscribe over a course of time, like every quarter, six months, or year. For example, CrunchLabs offers a prepaid Build Box option for kids and adults who want to tinker like engineers.
Meal kits
Meal kits are weekly food delivery services that either include pre-packaged ingredients to cook a dish or fully cooked dishes.
Surprise and delight
For brands that are selling higher-cost or unique items, subscriptions to purchase the same product over and over might not be the best way to gain subscribers.
The better option is a curated box, also known as a "subscribe and delight" or “mystery” box. It’s a unique way to cater to customers who prefer trying out different products, rather than receiving the same product on a recurring basis.
For example, premium snack box brand Bokksu specializes in shipping Japanese snacks. Rather than packing the same treats each month, the brand curates different items with every package. This creates both excitement and differentiation each time a customer gets a delivery.
How to drive revenue growth with subscriptions
- Turn interactions into journeys
- Create multiple touchpoints for conversion
- Retain subscribers over time
- Meet customers where they are
- Approach AI as a solution-driver
Subscriptions are the original relationship between a brand and its customer. In fact, subscribers drive three times more value than the one-time buyer. That's because a one-time purchase is really just that—a moment in time—while subscriptions are a journey.
“When you have a customer and they subscribe, you get to see that moment they fell in love with your brand,” says Vanessa. “You get to see when they have those moments where they made you a part of their routine. Every time they engage with you and purchase something new, you learn their rhythms. You learn their preferences. It's impossible to do that with one-time buyers for the most part.”
Subscribers drive three times more value than the one-time buyer, and that's because a one-time purchase is really just that—a moment in time—while subscriptions are a journey.
1) Turn interactions into journeys
Subscribers can only drive growth if you can get those customers to subscribe in the first place. This is what Recharge does: it takes customer interactions and turns them into a customer journey, allowing you to act on those signals in a personal way at scale.
It all starts the moment a shopper browses a product. Each touchpoint is an opportunity to turn that shopper into a subscriber—from the product description page to the subscription widget to checkout.
Vanessa’s tip? Make subscriptions the default option on a product description page. When you present customers with the better and more convenient option, and they see this information at the right time, they're more likely to subscribe.
Put it into practice 💡
Now, it’s time to test. Here's a checklist you can follow to A/B test your subscription journey:
- Test the small details, like button styles, CTA copy, subscribe and save benefits, and their positions on the page.
- Compare different value propositions and discounts.
- Analyze the difference in opt-in and subscriber rates and product performance, and keep iterating.
When customers see the right information at the right time, they're more likely to subscribe. That's because it's the better and the more convenient option.
2) Create multiple touchpoints for conversion
Let's say you have a customer who starts on a product description page. They decide not to subscribe—no worries. You can catch them in the cart.
When they add a product to their cart, you can upsell them with different subscription benefits so they know what they're missing out on. Do it again when they review their cart, and then again when they go to checkout, showing them complementary products that they might be interested in.
And don’t forget to take advantage of that post-purchase "your order is confirmed" high—offer customers cross-sell products, complementary products to their order, or similar items to what they've purchased in the past.
By creating multiple touchpoints for conversion, you’ll increase the possibility that they’ll make a purchase.
Put it into practice 💡
Set up automations in the subscription tool –– like Recharge –– you use. That means adding on upsell and cross-sell tools, and perfecting the times they trigger for customers. Test out different copy and cross-sell/upsell offers to see what resonates the most.
3) Retain subscribers over time
Just as important as acquiring customers is keeping them around.
The Recharge team names three core customer moments that might actually diverge from what brands expect to happen in the customer journey:
- When a payment fails
- When a customer cancels their subscription
- When a customer skips—and keeps on skipping
And while they might seem like hiccups in the process, these moments are actually hero moments. They’re moments that give you the opportunity to actually win those customers back.
Put it into practice 💡
- Prevent cancellations by addressing individual customer concerns at scale with a help desk like Gorgias.
- Set up win-back campaigns. Recharge found that these types of campaigns can convert up to 35% of subscribers by giving them a compelling personalized offer and a straightforward reactivation.
- Recover failed payments to ensure small issues –– like billing and shipping address inconsistencies –– don’t get in the way of your sales.
- Connect all of your customer touchpoints with rewards and referral products.
4) Meet customers where they are
For browsing shoppers, educational and informational resources are the best way to meet their needs, hesitations, and objections.
For regular subscribers, it’s providing them with direct control over their subscription, whenever they want.
The goal is to reach customers where they already are and respond instantly to their needs in a personalized way.
Gorgias’s Shopping Assistant does exactly that—meeting customers where they are by answering customer questions and even initiating conversations based on browsing activity.
This AI sales tool detects a shopper's intent, cart contents, and browsing behavior to initiate conversations, recommend products, and even send discounts as they make a decision.
Modern bidet brand TUSHY saw a 20% increase in chat conversion rate after implementing the tool.
Put it into practice 💡
Decide how you’d like to leverage AI and automation to meet customers where they are. That might be by providing a phone number that customers can interact with via SMS, or implementing a tool like Shopping Assistant to strike up conversational AI chats. Using AI and automation will help you better meet your customers where they are and at scale.
5) Approach AI as a solution-driver
Rather than using AI to come up with problems your brand can solve, Vanessa recommends looking at the challenges your brand has already seen with subscriptions.
The key is to view AI as a tool that drives three core areas:
- Scaling your business without adding headcount
- Reducing churn
- Increasing how much customers spend with you over their lifetime
Vanessa says the most effective strategy starts with leveraging AI-powered tools, such as Recharge’s Concierge SMS.
Typically, SMS tools use template auto responses like, "How do you want to manage your subscription? Type one to cancel, type two to skip." But these aren’t compelling enough for customers to respond. What if they want to do something that doesn't fit in those two options?
Concierge SMS enables brands to build stronger relationships with their customers through conversations powered by pre-trained AI. It personalizes SMS support with customers, so relationships can expand into loyalty.
Put it into practice 💡
Implement an AI-driven subscription management tool that allows customers to interact and ask questions via SMS, rather than only being able to confirm or deny upcoming shipments.
Grow your brand sustainably
Gorgias and Recharge are a powerful combination when it comes to integrating subscription management with top-notch customer support.
With Recharge, efficiently convert one-time buyers into subscribers, retain subscribers through intelligent interventions, and connect every customer touchpoint into one cohesive journey.
With Gorgias, sell more and resolve support inquiries with conversational AI.
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How Do You Build a Support Sales Flywheel? Lessons from 4 Experts
Every Successful Marketing Campaign Starts with a Customer Question
TL;DR:
- Start with your CX team—they know what customers are asking. Their insights reveal what’s confusing, what’s converting, and what’s causing returns before marketing ever gets involved.
- Turn pre-sale questions into better messaging. Use common support queries to improve landing pages, product descriptions, and emails so customers feel confident enough to convert.
- Your best-performing products aren’t always the most hyped. Let real customer comments guide your messaging by identifying what people rave about in chats and reviews.
- Customer confusion and returns usually stem from messaging gaps. Fix product pages, policies, and descriptions to better reflect what people need to know upfront.
Your CX team talks to customers every day. They know what’s confusing, driving purchases, and causing returns, because they hear it firsthand.
But all too often, those insights stay siloed in support tickets and live chat transcripts instead of informing the campaigns that shape the customer journey.
This post is here to change that. We’re breaking down the most valuable questions marketing teams should be asking their CX counterparts. When marketing and CX work together, you get more relevant messaging, smarter product positioning, and campaigns that convert.
Whether you’re planning a big seasonal push or just want to improve product education, this is where to start.
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1. What do customers ask about before buying?
Your CX team knows what makes shoppers hesitate. They’re the ones fielding questions like: Does this come in a larger size? Is it final sale? Will it arrive in time?
Beyond being pre-sale inquiries, they’re signals. They reveal what your customers care about most, and where your messaging may be falling short. When marketing teams tune into this, they can proactively address objections in landing pages, product detail pages (PDPs), emails, and top-of-funnel content.
At luxury jewelry store Jaxxon, Director of Customer Experience Caela Castillo saw firsthand how important it is to address these questions early.
“Chat used to be a support tool for repetitive questions and problem-solving, but now AI Agent takes care of that for us,” she said. Once those friction points were handled upfront, the CX team could focus on more meaningful conversations, and conversions improved.
And when AI recommended the wrong products? Conversions dropped. It was a clear signal that relevance matters, especially before the sale.
Ask your CX team:
“What do customers most often need to know before they buy, and how can we answer that earlier in the journey?”
2. What product do customers rave about—and why?
Your best-selling product isn’t always your hero product. Sometimes, it’s that under-the-radar item that customers can’t stop talking about. The one that shows up again and again in reviews, chats, and post-purchase surveys.
The insight is gold for marketers. The key is to find out why people love it. Is it the fit? The feel? The results?
At online fashion brand, Princess Polly, Alexandria shared that her team expected Gen Z shoppers to lean on AI for recs, but what really influenced them was customer feedback. Reviews, not bots, built trust. That’s why campaigns built around real customer language and experiences often outperform the most polished product copy.
Shopping Assistant can turn those rave reviews into real-time action. It highlights top products using your Shopify product catalog to make personalized recommendations, proactively assists shoppers by using behavior signals, and even offers tailored discounts when they’re ready to convert. That means less guesswork, greater relevance, and an easier path to purchase.
Ask your CX team:
“Which product do customers rave about most, and what exactly are they saying?”
3. What product causes the most complaints?
When customers are frustrated, it’s easy to blame the product. But in many cases, the issue isn’t quality, it’s communication.
At Shinesty, a men’s underwear brand, Molly Kerrigan, Senior Director of Retention, observed that high return rates often stemmed from unmet customer expectations.
She noted the importance of maintaining clear and consistent communication as the company grows, “We get a lot of praise from our customers, and they talk highly of our CX team after 1:1 interactions. We can’t lose that as we scale.”
Molly notes that using Gorgias AI Agent enables Shinesty’s customers to receive quick answers, freeing her team's time for more complex or sensitive issues.
Similarly, Princess Polly saw that delivering a standout customer experience meant being fast, consistent, and helpful at every stage. After switching to Gorgias, their support performance improved dramatically:
- 80% decrease in resolution time
- 95% decrease in first response time
- 40% increase in efficiency
Before changing the product, try updating the messaging. Use insights from CX to rewrite descriptions, add size guides, include user-generated content, or even build a quick-fit quiz. Small tweaks help set clearer expectations and reduce unnecessary returns.
Ask your CX team:
“Which products are driving the most complaints, and what do customers wish they knew before buying?”
4. What confuses customers the most?
Confusion is a conversion killer. If a customer isn’t sure about how something works, what’s included, or whether it’s right for them, they’re more likely to bounce.
That’s why it pays to ask your CX team where customers get stuck. Is it a product feature that needs more context? A vague store policy? A missing detail on a bundle?
The good news is that most confusion is fixable. Start with the following steps:
- Simplify your product pages
- Add quick-hit FAQs to your emails
- Use plain language and real examples
If you’re using Shopping Assistant, you can go even further. It can detect when shoppers are hesitant and provides real-time nudges. Like an assistant who knows all your needs, Shopping Assistant automatically surfaces the questions customers are likely to ask when evaluating a product, so they’re equipped with the clarity they need to proceed to checkout.
TUSHY, a modern bidet brand, faced similar challenges. As bidets aren't mainstream in North America, shoppers often had concerns about product compatibility and installation. They’d ask questions like:
- Will a bidet fit my toilet?
- Is installation complicated?
- Which bidet is right for me?
Without immediate answers, many potential buyers would abandon their purchase. To address this, TUSHY implemented Shopping Assistant, providing instant support. Taking this approach resulted in an 81% higher chat conversion rate compared to human agents and a 13x return on investment.
“The Shopping Assistant has been a game-changer for our team, especially with the launch of our latest bidet models. Expanding our product catalog has given customers more choices than ever, which can overwhelm first-time buyers. Now, they’re increasingly looking to us for guidance on finding the right fit for their home and personal hygiene needs,” said Ren Fuller-Wasserman, Sr. Director of Customer Experience at TUSHY.
Ask your CX team:
“Where do customers get confused most often—and how can we clear that up sooner?”
5. Which products are frequently bought together?
Your CX team picks up on patterns that analytics sometimes miss. They hear which items customers ask about in the same chat, which products get added to carts together, and which pairings people reorder time and time again.
That intel is a goldmine for bundling and upselling. It helps you build smarter campaigns that feel relevant and drive real value.
Zoe Kahn, owner of Inevitable Agency and former VP of Retention and CX at Audien Hearing, emphasizes the importance of using AI to enhance customer interactions.
“A lot of that revenue was potentially missed revenue because these were customers sitting on the site, asking questions about the products, and wanting an answer now so they could purchase…Now, AI can answer those questions immediately and convert those customers.”
With Shopping Assistant, you can act on these insights in real time. It will surface personalized product pairings, bundle suggestions, or accessories based on customer behavior. All before they hit the checkout page.
6. Which products lead to the most returns, and why?
Returns cut into your margins and chip away at trust. Most of the time, they’re not caused by poor-quality products. They happen because expectations weren’t met.
Your CX team already knows which items come back the most and why. Maybe the color doesn’t match the photos. Perhaps the fit runs small, or the product description left out a crucial detail.
Instead of pushing the product harder, reframe how you present it. Add real customer photos. Include fit notes or a sizing chart. Call out anything that might surprise the customer post-purchase. A little clarity upfront goes a long way in reducing returns and boosting retention.
At Pepper, an intimates brand specializing in bras for small-chested bodies, they recognized the importance of pre-sale education. When customers have sizing questions, their AI Agent, Penelope, can provide immediate assistance.
“Penelope takes the information we give her and responds better than a Macro. She tailors it so that it sounds like a natural conversation between two people,” said Gabrielle McWhirter, CX Operations Lead at Pepper.
By proactively providing instant support, Pepper improved customer satisfaction and saw an 18% uplift in average order value.
Ask your CX team:
“Which products get returned the most—and what could we do upfront to change that?”
CX + marketing = smarter campaigns, better results
Before you launch your next campaign, start with a quick sync with your CX lead. They already know what your customers need to hear. You just have to ask.
From fixing messaging gaps to surfacing the right products at the right time, these insights help you connect with customers in personal, timely, and relevant ways.
Tools like Shopping Assistant make it easier than ever to act on this data in real time. You can turn CX knowledge into dynamic recommendations, personalized nudges, and smarter discounts.
Ready to see how you can improve your online shopping experience? Book a demo to see how Gorgias Shopping Assistant engages customers in real-time.
Further reading
Live Statistics for teams who want to perform
Do you switch multiple screens and views to understand what’s going on with your team? If you do, we’re happy to report that there is now a shortcut. 🪄 Live Statistics on Gorgias is your destination to get a quick overview of ticket volume, agent activity and active channels in real-time.
Where is it?
It’s up top! Once you navigate to Statistics, you will see Live Statistics conveniently placed at the top. Click on Overview to see a snapshot of all customer support activity over all channels and agents.
Ok, what am I looking at?
In Live Overview, you will see the number of Agents Online and offline. Next to these, you will find the numbers of Open Tickets in two sections (to indicate whether they’re assigned or unassigned).
Pro tip: Hover over the tooltip to see a quick list of the actual agents who are online and offline. ⬇️
Consider the number of Agents Online compared to Open Tickets
Say it’s late afternoon and you’re seeing a spike in open tickets. In Live Overview, you read 60 Open Tickets, and only 2 Agents Online. → 30 tickets per person 😱
With this information, you can immediately make decisions and take action on how to handle the higher volume your team is experiencing. For example, you may consider:
• Going to Live Agents Statistics to see the number of Chat tickets
• Creating a macro and a rule for your Chat customers who are waiting for longer than 1 minute ⌛️
• Creating a macro and a rule to set expectations around the delay
• Check internally to see if there is a problem with your delivery ops
• Stepping in to answer tickets with the Urgent tag
Knowing exactly what’s going on as it happens live, later observing fluctuations in First Response Time or Resolution Time won’t catch you by surprise. You can make a better assessment on your team’s performance by being fully aware of the circumstances around your metrics.
In Live Statistics, we simplify and organize information so you can be fully aware without needing to contact your team personally or be physically there.
Monitor Support Volume live
In Live Overview, you will see a nice graph to inform you on the hourly Support Volume. Use this graph to see how your team is responding to inquiries as they emerge.
Looking at this graph, you can quickly grasp the volume you’re getting by the number of Tickets Created, Tickets Replied and Tickets Closed separately, but on the same timeline so you can compare.
Observe when Tickets Created see a spike, compare it to Tickets Replied
When do you receive the bulk of inquiries? Does it happen before business hours?
You can see above an example where a lot of customers decided to contact the support team throughout the night. As a manager, you can monitor to see if this is a consistent pattern over time, and develop strategies on the support and operations side to improve experience. Looking at this graph, and seeing this type of pattern, you may want to ask:
• Are these tickets urgent? Are we properly auto-tagging to identify urgency?
• Are my agents ready to tackle this ticket volume at the beginning of their shift?
• Are these tickets auto-assigned?
• If these inquiries are urgent, should we set autoresponders?
• Is it worth getting additional staffing or how can I leverage self-service?
Monitoring the Support Volume graph, you can start to detect patterns that are connected to the entire customer experience. Anticipating problems or delays before they can occur, you can take measures to improve CSAT despite the predicaments due to international shipping challenges or a mix-up on a batch of orders etc. You can use the visibility and insights from Live Statistics to inform your overall operations.
Live means real-time
Live Statistics is designed to inform you on an hourly basis. It gathers the right metrics and combines them strategically so you can get the right information and react quickly without being there.
All metrics in Live Statistics reflect your current day from 12:00 am to 11:59 pm in your time zone. If you need to change the time zone, you can easily do this in Business Hours under Settings.
Who is working?
In Live Agents, you will see whether each team member is currently online or offline, indicated by a green dot if they’re online - 💪 working away, or an orange dot indicating that 💤 they’re offline.
Pro Tip: Hover over these dots to see when they signed in (on the green dot), and when they were last seen that day (on the orange dot).
Live Agents Statistics will show you the exact amount of time each team member has been online in hours and minutes (e.g. 2h 6m). On this table, you will also see the number of Tickets Closed and Messages Sent. The ability to see this exact combination of data per agent will really help you monitor your team’s efficiency and know which agents to coach to improve performance.
Have all of your team use this, so everyone can self-check 🩺 and have their sense of achievement for the day based on data - 😉 not just feelings. Reviewing Live Statistics as a team, you can collaborate to come up with effective strategies to reduce the rate of messages sent per ticket closed.
Who is working on what?
Located in the far right column, Open Tickets 🤩 feature makes Live Statistics whole. This is where you can clearly see who’s working on what. You can see the total number of open tickets currently being helped by each team member. Placed immediately next to this number is the breakdown by channel.
You can read above how Jenny has 15 open tickets, with 3 from Chat, 7 from Email, 3 from Facebook and 2 from Instagram.
Click on this number to see just exactly what Jenny’s working on. Each of the numbers provided under Open Tickets, the total and by channel, is clickable and it will bring you to a readily filtered view where you can take a closer look at what your agent has at hand.
This experience will help you review your team’s activity in microscopic detail as you desire, without needing to interfere or navigate to different Views.
Help your team on the spot
Check out the full combination of Online Time, Tickets Closed, Messages Sent and Open Tickets. Let’s bring back Jenny and look closer to see that she has 3 Tickets Closed, 12 Messages Sent and 15 Open Tickets. Under Online Time, it reads 6h 12m so she is approaching the end of her shift.
Right away, we can notice that she’s approaching the end of her shift with a lot (15) more tickets to go. There’s no need to get alarmed, but it’s better to take a quick look at what’s going on. Clicking on the number listed under Open Tickets, we can easily review the tickets she’s working on. Taking a quick look at her tickets, we notice a shipping problem on multiple orders - all large items shipping internationally with a third party. Knowing Jenny’s not familiar with third party shipping, we can remove these tickets from Jenny’s queue and make sure that we mark our calendar to train her on this topic before BFCM hits. ✅
All of these features in Live Statistics, Overview and Agents are designed to give you full visibility and control so you can take timely action to remove stress from work and from your team. 😅
Still waiting to give it a try? Go to Live Statistics now ➡️
📞 Let’s get on a call to have a quick chat.
✏️ We love hearing your insights, please drop us a note here.
7 new apps that integrate with Gorgias
Gorgias connects to over 70 leading ecommerce applications, giving you the power to centralize customer data in your helpdesk, perform support actions from a single place, and streamline your store’s toolkit.
This month, we launched 7 new integrations:
- LoyaltyLion
- Twitter (No longer supported in 2023)
- Call Hippo
- Shipup
- Tolstoy
- Autopilot
- Sentisum
- Yotpo (updates to our existing integration)
Read on to learn how you can use these tools to help manage your store, and visit the Gorgias App Store to activate them today!
1. LoyaltyLion
LoyaltyLion is a digital loyalty framework that gives ecommerce stores innovative ways to engage and retain customers. If you're using LoyaltyLion for your loyalty program, you can connect it to Gorgias to display information next to support tickets, and reward loyalty points using Macros.
2. Twitter
Note: Gorgias no longer supports Twitter. You can still use Facebook, Instagram, and WhatsApp in Gorgias.
Give your support team the power to provide customer service to shoppers on Twitter, without having to log into another platform or share credentials with your social media manager. View past Twitter conversations, gain cross-channel message context, and customize your replies to provide exceptional customer support.
Note: This integration is currently only available for Enterprise plans. View pricing here.
3. Call Hippo
CallHippo allows startups and businesses to buy instant local support numbers from over 50+ countries around the world. With this integration, you can create tickets in Gorgias for phone calls and SMS conversations via Call Hippo.
4. ShipUp
Shipup follows your packages in real-time to create a seamless, transparent, and branded delivery experience. With the Gorgias integration, you can easily share shipping information with your support team, immediately notify them with a ticket in Gorgias when an incident occurs, and find customer information right next to conversations.
5. Tolstoy
Tolstoy is an interactive video platform, helping users create meaningful and personal conversations at scale. With this integration, Gorgias users can sync their Tolstoy videos and monitor every viewer interaction as a ticket, empowering support agents to engage without ever leaving the help desk.
6. Autopilot
Autopilot is a data and customer journey marketing platform designed for businesses who sell online. With this integration, you can now combine your Shopify and Gorgias data together seamlessly in Autopilot. You’ll not only have a single view of your customer, but you’ll be able to deliver a more personalized marketing experience and get glowing reviews from satisfied customers.
7. SentiSum
SentiSum is an automated ticket tagging engine powered by natural language processing technology. With this integration, SentiSum tags can auto-fill form fields directly in Gorgias. From there, you can implement additional automation that saves agent time and improves customer outcomes.
8. Yotpo
You can now receive Yotpo product reviews right in Gorgias and reply to them as tickets! This gives your agents visibility into how shoppers feel about your product and allows them to address concerns without ever leaving the helpdesk. Each ticket will include the review details (like score and product) and allow you to either reply publicly or privately, so you can customize the support experience.
To add these integrations and discover more, go to the Gorgias App Store.
Top 10 Integrations Used by Gorgias Ecommerce Merchants
Have you ever wondered how other leading ecommerce stores manage customer support, especially when they are using Gorgias? We love identifying these trends and wanted to see what integrations have been the most useful in our customers' ecommerce tech stacks so far.
In order to help you bring all your customer data in one place and offer truly exceptional, personalized support, here are the top 10 integrations being used by Gorgias customers:
- Email, specifically Gmail
- Gorgias Chat
- Facebook and Instagram
- SMS apps
- Klaviyo
- Recharge
- Phone, either our native solution or Aircall
- Yotpo
- Smile
- ChannelReply
1. Email, specifically Gmail
If you've been worried that email is becoming obsolete in the age of chat boxes and SMS support, don't be. Email is the leading support channel on Gorgias, used by 67% of customers.
This make sense. While faster, more instantaneous methods of communications are becoming common, email is still the primary channel to answer complicated support questions and send transactional messages like shipping updates, return logistics, and order/cancellation confirmations.
Of email integrations, Gmail is the leading provider with 59% of Gorgias customers having it active.
To learn more about our Gmail integration, click here.
2. Gorgias chat
Chat support is the second most common channel we see our merchants using, in order to offer real-time communication in addition to traditional emails or tickets. And thanks to our native chat integrations, it's easier than ever to launch a chat widget on your website.
57% of Gorgias merchants use our native chat integrations to offer real-time support.
This allows your shoppers to talk to an agent faster, but also presents a great opportunity to implement self-service options so they can help themselves. (Our Self-Service Chat Portal can help with that!)
3. Facebook and Instagram
Managing inquiries on social media and gaining insights into the conversations happening in those communities is te next priority for our merchants.
Over 50% of Gorgias brands are integrated with Facebook and/or Instagram.
Our Facebook integrations (which also includes Instagram) allows you to manage messages, comments, ad comments, and mentions as tickets in Gorgias. This gives your agents visibility into every conversation no matter where it happens, and empowers them to reply directly to shoppers without having to log into separate platforms or coordinate with your brand's social media team.
"The Gorgias-Facebook-Shopify integration is amazing. We've stopped hunting and matching Facebook users to customer accounts on Shopify. The information we need is surfaced so we can respond better and faster. Gorgias allows us to operate both ecommerce and social commerce business seamlessly." - Guita Gopalan, Chief Revenue Officer at Ellana
Nervous about the quantity of tickets that would be created from integrating social channels with Gorgias? Don't be. You can use Rules to filter out comments your team doesn't need to worry about (like comments that only consist of emojis), or even auto-assign tickets to specify agents/teams so no one has to triage the requests.
4. SMS apps
Text message marketing has become an incredible revenue generator for ecommerce brands, but it also opens another new communication channel with your customers: SMS.
In order to make the most of SMS as a marketing tool, you also need to be ready to support it when customers reply back with questions. That's where Gorgias comes in; we integrate with SMS apps to help you connect your agents with shoppers sooner and collect all customer conversations in one place.
Over 23% of Gorgias customers are integrated with an SMS tool.
The top SMS apps connected to Gorgias are:
- Attentive, used by 10% of merchants
- Postscript, used by 8% of merchants
- SMS Bump, used by 5% of merchants
"Working with Postscript and Gorgias gave us the leverage to keep customers close to deliver the best possible customer experience. It is super helpful to have a full view of the customer, all in one-spot." -Eli Weiss, Director of CX at OLIPOP
5. Klaviyo
The next app on our list will help you collaborate with your marketing team to create a best-in-class shopper experience, whether they are interacting with the support team or receiving the latest promotion.
Klaviyo is an email and SMS marketing app for businesses that sell online. Our integration connects the two platforms, allowing you to use the data to create better campaigns.
17% of Gorgias merchants are integrated with Klaviyo.
With this integration, you can push Gorgias events into Klaviyo for advances and customer-centric email segmenting.
For example, here are some of the ways we've seen customers use the two tools together:
- Promoting sales or new products to customers who had positive support experiences to drive upsell and revenue generation from support.
- Excluding customers with open support tickets from promotional messaging campaigns.
- Sending target coupons or discounts to win back customers who reported poor support experiences.
You can learn more about our Klaviyo integration or activate it here.
6. Recharge
The most common integration will help with subscription management, which is probably no surprise: Even with a great payment platform, subscription questions and transactions tend to result in a lot of support requests.
Recharge us a subscription and recurring payment platform for ecommerce sites, and helps you turn transactions into relationships.
15% of Gorgias merchants are integrated with Recharge.
Connect Gorgias and ReCharge for a simple way to manage customer subscriptions and customer service from one convenient location.
When you integrate Gorgias and Recharge, you can:
- Display ReCharge subscriptions next to support tickets in Gorgias, to gather full customer context before replying to questions.
- Cancel subscriptions, re-activate subscriptions, or refund a charge (either partially or totally) right from the Gorgias helpdesk.
- Embed ReCharge data in your Macro replies to automate the most common support questions.
Click here to learn more about our Recharge integration.
7. Phone, either our native solution or Aircall
It's clear that digital support is the first priority for most of our merchants, as seen by email, chat, and social media being the top three integrations on our list.
Sometimes it's nice to have a real conversation with your customers, however, which is why phone integrations are next.
12% of merchants offer phone support.
Many use our Aircall integration, which is great if you need the advanced feature a dedicated tool like Aircall provides. If you're just adding phones for the first time, we released a native phone integration this year that's helping merchants begin to offer voice support.
8. Yotpo
Beyond answering customer questions, your support team may want to engage with reviews from shoppers in order to address issues, win back unhappy customers, and interact with your biggest fans!
Yotpo, a platform for ecommerce marketing and reviews, is great for this.
Over 8% of Gorgias merchants have activated our Yotpo integration.
The integration allows you to:
- Display customer's Yotpo data un Gorgias customer Activity Sidebar such as loyalty points, provided ratings, latest reviews, etc.
- Manage customer loyalty plans (change point balance, assign VIP tier, honor redemptions, and send rewards) from the Gorgias sidebar.
- Respond to a question with an answer either publicly or privately as new tickets.
- Moderate customer reviews (product and site) and questions from within Gorgias as new tickets.
- Request reviews from a customer.
Click here to learn more about our Yotpo integration and activate it.
9. Smile
No one knows your shoppers quite like your support team, which makes an integration with a loyalty app a natural fit! Smile.io is a favorite of Gorgias merchants, which helps you manage a reward program and build strong relationships with your newest and most loyal customers.
6% of Gorgias merchants integrate with Smile.io.
With this integration, you'll be able to see customer loyalty information right next to tickets in Gorgias, so every agent knows when they are talking to a new customer or one of your VIPs! You can also use this information to help triage tickets or separate ticket views by loyalty status (which is great for managing different levels of support SLAs).
To learn more about our integration with Smile.io and activate it for your account, click here.
10. ChannelReply
If your shop sells on public marketplaces beyond your own Shopify store, the final app on our list is a must. ChannelReply helps you manage messages from Amazon, eBay, and Walmart.
With our integration, you can then manage all those messages right from your helpdesk, eliminating the need for your agents to open different browser tabs for each platform.
Over 5% of Gorgias merchants use the ChannelReply integrations.
To learn more about ChannelReply and activate the integration for your account, click here.
And there you have it: The top 10 integrations with Gorgias in 2021! We hope this helps inspire you how you can use your helpdesk to offer exceptional, conceptual support and how to streamline the tools your store uses everyday to grow your business.
To get more ecommerce tool suggestions, check out our list of 150+ great tools. And to view all integrations with our platform, visit the Gorgias App Store.
12 New Apps That Integrates With Gorgias
Gorgias connects to over 65 leading ecommerce applications, giving you the power to centralize customer data in your helpdesk, perform support actions from a single place, and streamline your store’s toolkit.
This month, we launched 12 new integrations:
- SMS Live
- Checkout Champ
- CallHippo
- Konnektive
- TXTFi
- Shopney
- ReturnLogic
- Stateset
- Gatsby
- Trustpilot
- ShipBob
- AfterShip
Read on to learn how you can use these tools to help manage your store, and visit the Gorgias App Store to activate them today!
1. SMS Live
SMS Live is an SMS texting app for Shopify and Shopify Plus. When you add this integration, you’ll see customer information from SMS Live in the Gorgias sidebar, so your agents don’t have to switch between the two applications. You’ll also be able to respond to SMS messages within the Gorgias helpdesk or switch those conversations to a different channel, such as email or phone.
2. Checkout Champ
Checkout Champ simplifies the checkout process and makes it easy to charge for subscription services or one-click upsells. With the Gorgias integration, you can manage all of your customer interactions to include refunds, fulfillment tracking, purchase alterations, and all messaging and tickets.
3. Konnektive
Konnektive is a cloud-based CRM and order management solution that helps optimize, centralize, and automate ecommerce business processes. With this integration, you can display order information right next to tickets in Gorgias and update customer information between the two platforms. It automatically comes with 10 pre-built Macros, to help you get started right away!
4. TXTFi
TXTFi allows brands to leverage purchasing through SMS and ensures side-by-side customer support to communicate with customers in real time. With this integration, you can manage SMS conversations from TXTFi as tickets in Gorgias in order to quickly connect your shoppers with a live agent.
5. Shopney
Shopney is a mobile app builder for Shopify and Shopify Plus that lets you build an app for your store in just one day. With this integration, the conversations that happen through Shopney’s in-app live chat can be managed in the Gorgias helpdesk for a streamlined experience for your agents.
6. ReturnLogic
ReturnLogic helps D2C brands give their customers an easy returns process while automating workflows for their customer service and warehouse teams. With the Gorgias integration, you can embed the Gorgias Chat Box right on the ReturnLogic portal, giving shoppers another opportunity to make their return, exchange, or warranty process as smooth as possible. You can also manage these chat conversations in Gorgias and populate ReturnLogic data into Gorgias tickets.
7. Stateset
Stateset is your single source of truth for managing your online business and automating your commerce operations. The Stateset AI Responder app uses state-of-the-art artificial intelligence and robotic process automation to quickly and accurately build data-driven responses ready for your customer service team to approve. When you connect the Gorgias integration, you can start generating intelligent and dynamic responses directly from Gorgias or from within Shopify.
8. Gatsby
See Instagram insights when responding to tickets, track Instagram mentions and engagement for your brand, and automate valuable influencer workflows all in Gorgias.
With the Gorgias and Gatsby integration, you can now identify when influential customers are reaching out for support and take that into account when prioritizing tickets, asking them to share positive support experiences and more.
9. Trustpilot Reviews
Trustpilot Reviews is a customer review platform. With the Gorgias integration, you can streamline review responses with machine learning and AI. Trustpilot Review data is displayed in the Gorgias Customer Sidebar, ready to be leveraged by agents to reward happy customers and help recover customers at risk of churn.
10. ShipBob
ShipBob is an ecommerce fulfillment solution for online brands. With the Gorgias integration, you can sync customer and order information associated with a specific ShipBob account into the corresponding Gorgias account. You can also display data from ShipBob in the Customer Sidebar, and use that data in Gorgias Macros to automate responses to common claims.
11. AfterShip
AfterShip is an automated shipment tracking platform for e-commerce businesses. With the Gorgias integration, you can sync and display all customer shipment tracking data in the Customer Sidebar, allowing your agents to quickly answer questions without switching applications.
To add these integrations and discover more, go to the Gorgias App Store.
10 Rules to Help You Efficiently Manage Instagram Interactions on Gorgias
Instagram is really the perfect social channel for Ecommerce brands. You can show off your products, share user-generated content, and engage with your community to build brand loyalty.
All that engagement is great, except it adds a task to your plate that quickly multiplies as your brand grows: You have to interact back. Or at least you should, if you want to capitalize on all that engagement!
Sometimes your marketing team or social media manager will handle Instagram replies, but sooner or later you’ll start to get the “Where is my order?” (or “WISMO”) question from shoppers, regardless of the content being shared. This can result in an inefficient workflow between social and support teams to communicate the question, track down an order status, and get a reply back to the customer.
That’s why Gorgias integrates directly with Instagram (and other social media platforms), to streamline the management and interaction with top-level comments, ad comments, private messages, and replies. Instead of going back and forth between your Ecommerce platform, the social team, and the support team, you can empower your agents to reply quickly and accurately to any question that comes in, thanks to over 50+ integrations with the leading Ecommerce apps. (So all the context they need will be in one single browser tab!)
You could even have your marketing team or social media manager help create Macros, so your support agents can use templated (and on brand) messages that speed up their replies. Getting everything centralized in a single place is the first step to providing excellent social support for your store. The next is to start automating replies to common engagements, so you can free up your agents to focus on more important conversations instead of saying “Thanks for the mention!” for the hundredth time.
To help your store start managing Instagram support more efficiently, I’ve collected a list of Rules that Gorgias customers are using to engage with their shoppers, resolve questions faster, and keep their agents focused on the most important conversations.
Here are 10 Rule ideas for more efficient Instagram support:
- Auto-close tickets from giveaway posts
- Auto-close all Instagram tickets
- Auto-tag all Instagram interactions
- Auto-tag likely buyers & create a specialized view
- Auto-tag interactions from influencers for VIP support
- Auto-tag public comments vs private messages
- Auto-tag Instagram tickets with questions
- Auto-close Instagram tickets the don’t mention support or order status
- Auto-tag negative comments
- Auto-assign Instagram tickets to an agent or team
1. Auto-close tickets from giveaway posts
Giveaway posts are great for brand awareness, but can also result in a large increase in tickets in your help desk. To stop this from ever becoming a problem, you can set up a Rule to auto-close tickets generated from giveaway posts, based on the message content.
In this example, we’re auto-closing tickets without the words “who,” “what,” “when,” “where,” “why,” and “how,” in order to avoid accidentally closing an actual question that your team might want to respond to. You could also customize this to close tickets that include a specific word or phrase, based on the criteria of the giveaway. I recommend working closely with your social media manager whenever a new promotion starts, to make sure your helpdesk is set up to triage tickets accordingly.
2. Auto-close all Instagram tickets
If you want to see Instagram engagements in a contact’s message history, but not necessarily respond to them from Gorgias yet, you can auto-close any ticket generated from Instagram, that way it doesn’t fill up the open queue.
By doing this, your agents will have the full cross-channel message history when interacting with a shopper, so they can customize the conversation and know exactly what they’ve asked in the past.
3. Auto-tag all Instagram interactions
Tagging tickets in Gorgias is a great way to measure channel statistics and create customized Views. While your agents will always have the option to manually add tags, you can create a Rule to do the tagging automatically, that way it’s one less step in their workflow.
Then when you go to Statistics > Tags, you’ll be able to see how many tickets are generated from Instagram during a given period, and what percentage that is of all the tickets you receive.
Pro-tip: If you haven’t started managing Instagram tickets in Gorgias yet because you’re not sure what exactly the ticket volume would be, you can Auto-tag and Auto-close tickets in order to see the stats without conversations counting toward your plan’s ticket count yet.
4. Auto-tag potential shoppers & create a specialized view
Prioritize the messages and comments from those most likely to purchase. By detecting message sentiment and filtering by common phrases, you can automatically tag tickets with a high purchase intent, allowing your agents to answer questions quickly or send along a discount code to speed up the purchase.
Once you’ve set up the Rule, you can create a View to filter tickets that only contain this tag, that way your agents can easily see right in the left-hand sidebar whenever there’s a ticket from Instagram from a likely lead!
5. Auto-tag interactions from influencers for VIP support
If you work with influencers, it’s critical to reply to them right away to maximize the impact of their community. To make sure your team never misses an opportunity, you can auto-tag tickets created from the partners you’re working with based on their email address.
Once the Rule is auto-tagging these tickets, you can also create a view to segment these messages from the others. Depending on how many partners and influencers your brand manages at a time, it may be helpful to set up one View per influencer (in which case you’d want to use separate tags), or group them all together in an “Influencers” section.
6. Auto-tag public comments vs private messages
Whenever you reply to a ticket in Gorgias, you’ll see a small icon next to the customer’s name that signals what channel you’re replying on. If you want some extra assurance that your reps are only replying with personal details in private channels however (such as Instagram messages) you can automatically add tags to designate “public” vs “private,” so everyone can see right at the top of the ticket which type of communication it is.
7. Auto-tag Instagram tickets with questions
Prioritize interactions that are asking your brand something, instead of just commenting with emojis. If your brand receives a lot of engagement, this can help you filter out what needs to be addressed and what can likely just be closed out (or handled by the social team).
8. Auto-close Instagram tickets the don’t mention support or order status
If your support team is only interested in responding to the Instagram tickets that specifically mention customer service, you can auto-close everything else (and assume the brand team will take care of it). To do this, create a rule that closes tickets that do not include phrases like “order” “status” “support” or “customer service.”
9. Auto-tag negative interactions
Escalate the tickets that have negative intent to get them a response faster. You can add keywords (or emojis) and use our sentiment detection to auto-tag negative comments, so your agents see right away what kind of ticket they’re opening.
10. Auto-assign Instagram tickets to an agent or team
If you have a specific person who handles social media, whether that’s an agent or the social media manager, you can automatically assign tickets created via that channel to them, so those tickets never get routed to the rest of your team.
I hope these 10 Rules help you engage with your shoppers, resolve questions faster, and keep your agents focused on the most important conversations. If you haven’t connected your Gorgias account to Instagram yet, follow this guide to get started.
Alternatively, keep reading about social media for customer service, or check out our list of the best social media integrations for your Shopify store.
New integration: Manage Instagram messages from Gorgias
If your store leverages Instagram to drive sales, you know it’s important to engage with every member of your community whether they’re commenting on your posts, engaging with your Story, or sending you a message.
Over 4,000 teams on Gorgias have been using our Instagram integration to respond to (or automate responses to) mentions, comments, and ad comments. Earlier this summer, some customers were able to also start receiving and responding to Instagram messages (but it was limited to accounts with between 1,000-100,000 followers).
Today, we’re excited to share that there’s no longer a follower requirement to use Instagram messaging!
Every Gorgias customer (with a non-legacy plan) can manage Instagram messages (including Story mentions) directly from your helpdesk, allowing you to engage with your shoppers quickly and efficiently so you never miss a conversation.
Plus you’ll also be able to reply to comments with a message, giving your team the option to turn a public conversation into a 1-1 chat.
Customers who were able to start using this feature early have already replied to over 300,000 messages and Story mentions. In fact, about 2% of tickets in Gorgias are Instagram messages!
It’s clear our customers love using Instagram to engage with their communities and drive sales, which is why we’re so excited to open this channel up for all of our merchants regardless of their follower count.
Related: Our list of the best social media apps for Shopify.
To get started, you’ll need to make sure you have the "Allow Access to Messages" setting active in Instagram.
You can do this In Instagram Business Messenger by going to Settings → Privacy → Messages and setting the toggle to active.
Once that’s done, go to the Integrations tab in your Gorgias helpdesk and select “Facebook, Messenger & Instagram.”
Click the green “Reconnect” button to refresh your settings, and then you’ll be able to enable “Instagram Direct Messages” in the checkboxes.
This will connect Messages and Story mentions to Gorgias, allowing you to reply directly from the helpdesk and see previous conversation history (so your agents have all the information they need right in one place).
The following video will show you how to get started, along with some common troubleshooting tips.
If you’re managing a lot of customer support conversations on Instagram, it may be helpful to set up views for each type of interaction. For example, you could have a view for Instagram comments, another for Instagram Messages, and a third for Instagram ad comments.
You can also use Rules and Macros in Gorgias to reply even faster (or automate conversations entirely!) in order to free up your agents to focus on more important conversations.
Here are a few ideas to get you started!
1. Create a Macro sending a message to say “Thanks for the mention!”
If you have customers that love to tag your brand or products in their own posts, an easy way to continue building brand loyalty is to send a quick “thank you.” To save your agents time, you can create a Macro they can re-use anytime you get a Message that you’ve been mentioned in someone’s story or post.
2. Adding tags to track Instagram Story mentions
If you want to track how often your brand is mentioned in Instagram Stories, you can tag tickets that come in from the Messages channel with “Mentioned you” in the message body.
By creating a Rule to do this, you can automate this process so it doesn’t add any extra time or steps into your agents workflow, but gives you powerful insights.
3. Creating a Rule to auto-reply to Instagram messages outside of business hours
If you don’t want to reply to messages 24/7, it may be helpful to create an auto-response to set some expectations outside of your business hours.
You can easily do this with a Rule, and even encourage your followers to go somewhere else in the meantime, such as your website, a specific landing page, or even a partner account!
Hopefully this gives you some inspiration on how you can start using Gorgias to engage with your Instagram community without increasing the workload on your support agents. And if you're interested in messaging customers directly, check out our social media and SMS features. With social media for customer service, you can interact with customers on platforms like Instagram or Facebook. And with SMS for customer service, you can enable texting for your most on-the-go customers.
Related: Lean how Gorgias customer Berkey Filters launched SMS and drove incredible customer adoption to this new, faster channel.
To start simplifying management of your messages, comments, and mentions, get started with Gorgias and add the Instagram integration today!
It’s Official: Gorgias is Now SOC 2 Type II Certified
When you use Gorgias, we know that you’re putting your trust in us. That’s why we hold our commitment to your security as our highest priority and safeguard your data with full transparency. Our security policy contains penetration testing, incident response plan, data lifecycle, comprehensive system status live report, and more.
We're thrilled to share that Gorgias is Service Organization Control (SOC) 2 compliant for Type 2. This achievement follows our numerous investments in platform security over the years as part of our goals to secure customer data.
An independent auditor conducted a thorough audit of our servers, systems, and products over six months. They verified that our information security practices, policies, procedures, and operations meet the thorough SOC 2 standards for security.
2022 update: We're happy to share that we renewed our SOC 2 Type 2 certification to continue protecting our customer data.
This industry-wide recognition serves as our reassurance that your data is managed in a controlled and audited environment.
What is SOC 2 Type II Compliance?
Developed by the American Institute of CPAs (AICPA), SOC 2 defines criteria for evaluating how well a company manages customer data and ensuring a set of security controls are in place. A SOC 2 report is unique to each organization because it’s in line with specific business practices.
There are two types of SOC 2 reports: Type I and Type II. Type I checks if a system can handle issues like data breaches. Meanwhile, Type II examines how the system works and how effective it is to protect data against security threats.
What Does Our SOC 2 Type 2 Compliance Mean for You?
Our completion of the SOC 2 Type II audit is our testament to the fact that we always prioritize your data security and privacy. We appreciate your trust in us and strive to strengthen this trust in the long term.
You can be sure that:
- The data you share with Gorgias meets the AICPA standards for security. That goes for your personal information, ticket inquiries, customer data, and the like.
- Your data is protected with procedures and controls to assess, minimize, and eliminate risks and vulnerabilities.
- We always conduct ongoing monitoring of features and processes across our platform to maintain security.
What’s Next?
We hope our successful SOC 2 Type 2 helps you rest easy knowing that your data in Gorgias is secure. But this update is only the latest milestone in delivering our commitment. We’re continuing to improve our security control and data privacy practices for all merchants. To learn more about our security policies, visit our security page or contact us at support@gorgias.com.
Increase Retention and Reward Your Super Fans with Yotpo + Gorgias
With visibility into product reviews right in the Yotpo widget in Gorgias, your support agents will know right away if they're talking to someone who didn't love their last product, or someone who is a big fan of your brand. This knowledge will help you customize the conversation for the best experience possible.
"At OLIPOP, we’re always looking to have a holistic view of the customer to be able to offer the best possible experience. Having the ability to see their most recent reviews within the Gorgias platform is a total game-changer. " - OLIPOP, Director of Customer Experience, Eli Weiss
How to make the most of this integration
You can use Gorgias macros to quickly respond to customers that leave 5-star reviews to build brand loyalty. You can also create macros for customers who leave negative reviews to ensure their concerns are properly addressed, and send them a discount code to help rebuild trust!
By looking at the shopper's review history, your support agents can also quickly shift from just offering customer service to acting as members of the sales team. They can recommend products that are either similar to something the customer previously loved, or different than something they had a bad experience with.
"Gorgias clearly understands the needs of customer service agents, and with this new feature is working towards making all the day-to-day tools accessible from one tab, making work even more agile and with less distractions. We're particularly excited about the ability to understand customer sentiment from the get go, and how we can better approach our users based on the feelings they have shared about their past TUSHY purchases. If we see they are a super fan, we can go heavy on the butt puns, but if they've had a less than stellar experience we will aim to make up for it in our subsequent conversations, and even address things they don't directly mention! We're excited to see how this feature will help us deepen our genuine human connections. " - TUSHY, Director of Customer Experience, Ren Fuller-Wasserman
Building delightful customer interactions starts in your inbox
