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Conversational Commerce Metrics

Your Support Team Drives More Revenue Than You Think: Conversational Commerce Metrics

Your chat might be closing more sales than your checkout page. Here’s how to measure it.
By Tina Donati
0 min read . By Tina Donati

TL;DR:

  • Support chats can now be directly tied to revenue. Brands are measuring conversations by conversion rate, average order value (AOV), and GMV influenced.
  • AI resolution rate is only valuable if the answers are accurate and helpful. A high resolution rate doesn’t matter if it leads to poor recommendations — the best AI both deflects volume and drives confident purchases.
  • Chat conversion rates often outperform traditional channels. Brands like Arc’teryx saw a 75% lift in conversions (from 4% to 7%) when AI handled high-intent product questions.
  • Shoppers who chat often spend more. Conversations lead to higher AOVs by helping customers understand products, explore upgrades, and discover add-ons — not just through upselling, but smarter guidance.

Conversational commerce finally has a scoreboard.

For years, CX leaders knew support conversations mattered, they just couldn’t prove how much. Conversations lived in that gray area of ecommerce where shoppers got answers, agents did their best, and everyone agreed the channel was “important”… 

But tying those interactions back to actual revenue? Nearly impossible.

Fast forward to today, and everything has changed.

Real-time conversations — whether handled by a human agent or powered by AI — now leave a measurable footprint across the entire customer journey. You can see how many conversations directly influenced a purchase. 

In other words, conversational commerce is finally something CX teams can measure, optimize, and scale with confidence.

Why measuring conversational commerce matters now

If you want to prove the value of your CX strategy to your CFO, your marketing team, or your CEO, you need data, not anecdotes.

Leadership isn’t swayed by “We think conversations help shoppers.” They want to see the receipts. They want to know exactly how interactions influence revenue, which conversations drive conversion, and where AI meaningfully reduces workload without sacrificing quality.

That’s why conversational commerce metrics matter now more than ever. This gives CX leaders a way to:

  • Quantify the revenue influence of conversations
  • Understand where AI improves efficiency — and where humans add the most value
  • Make informed decisions on staffing, automation, and channel investment
  • Turn CX into a profit center instead of a cost center

These metrics let you track impact with clarity and confidence.

And once you can measure it, you can build a stronger case for deeper investment in conversational tools and strategy.

The 4 metric categories that define conversational commerce success

So, what exactly should CX teams be measuring?

While conversational commerce touches every part of the customer journey, the most meaningful insights fall into four core categories: 

  1. Automation performance
  2. Conversion & revenue impact
  3. Engagement quality
  4. Discounting behavior

Let’s dive into each.

Automation performance metrics

If you want to understand how well your conversational commerce strategy is working, automation performance is the first place to look. These metrics reveal how effectively AI is resolving shopper needs, reducing ticket volume, and stepping into revenue-driving conversations at scale.

The two most foundational metrics?

1. Resolution rate: Are AI-led conversations actually helpful?

Resolution rate measures how many conversations your AI handles from start to finish without needing a human to take over. On paper, high resolution rates sound like a guaranteed win. It suggests your AI is handling product questions, sizing concerns, shade matching, order guidance, and more — all without adding to your team’s workload.

But a high resolution rate doesn’t automatically mean your AI is performing well.

Yes, the ticket was “resolved,” but was the customer actually helped? Was the answer accurate? Did the shopper leave satisfied or frustrated?

This is where quality assurance becomes essential. Your AI should be resolving tickets accurately and helpfully, not simply checking boxes.

At its best, a strong resolution rate signals that your AI is:

  • Confidently answering product questions
  • Guiding shoppers to the right SKU, variant, shade, size, or style
  • Reducing cart abandonment caused by confusion
  • Helping pre-sale shoppers convert faster

When resolution rate quality goes up, so does revenue influence.

You can see this clearly with beauty brands, where accuracy matters enormously. bareMinerals, for example, used to receive a flood of shade-matching questions. Everything from “Which concealer matches my undertone?” to “This foundation shade was discontinued; what’s the closest match?” 

Before AI, these questions required well-trained agents and often created inconsistencies depending on who answered.

Once they introduced Shopping Assistant, resolution rate suddenly became more meaningful. AI wasn’t just closing tickets; it was giving smarter, more confident recommendations than many agents could deliver at scale, especially after hours. 

BareMinerals' AI Agent recommends a customer a foundation that matches their skin tone

That accuracy paid off. 

AI-influenced purchases at bareMinerals had zero returns in the first 30 days because customers were finally getting the right shade the first time.

That’s the difference between “resolved” and resolved well.

2. Zero-touch tickets: How many tickets never reach a human?

The zero-touch ticket rate measures something slightly different: the percentage of conversations AI manages entirely on its own, without ever being escalated to an agent.

This metric is a direct lens into:

  • Workload reduction
  • Team efficiency
  • Cost savings
  • AI’s ability to own high-volume question types

More importantly, deflection widens the funnel for more revenue-driven conversations.

When AI deflects more inbound questions, your support team can focus on conversations that truly require human expertise, including returns exceptions, escalations, VIP shoppers, and emotionally sensitive interactions.

Brands with strong deflection rates typically see:

  • Shorter wait times
  • Higher CSAT
  • Lower support costs
  • More AI-influenced revenue

Conversion and revenue impact metrics

If automation metrics tell you how well your AI is working, conversion and revenue metrics tell you how well it’s selling.

This category is where conversational commerce really proves its value because it shows the direct financial impact of every human- or AI-led interaction.

1. Chat Conversion Rate (CVR): How often do conversations turn into purchases?

Chat conversion rate measures the percentage of conversations that end in a purchase, and it’s one of the clearest indicators of whether your conversational strategy is influencing shopper decisions.

A strong CVR tells you that conversations are:

  • Building confidence
  • Removing hesitation
  • Guiding shoppers toward the right product

You see this clearly with brands selling technical or performance-driven products. 

Outdoor apparel shoppers, for example, don’t just need “a jacket” — they need to know which jacket will hold up in specific temperatures, conditions, or terrains. A well-trained AI can step into that moment and convert uncertainty into action.

Arc’teryx saw this firsthand. 

Arc'teryx uses Shopping Assistant to enable purchases directly from chat

Once Shopping Assistant started handling their high-intent pre-purchase questions, their chat conversion rate jumped dramatically — from 4% to 7%. A 75% lift. 

That’s what happens when shoppers finally get the expert guidance they’ve been searching for.

2. GMV influenced: The revenue ripple effect of conversations

Not every shopper buys the moment they finish a chat. Some take a few hours. Some need a day or two. Some want to compare specs or read reviews before committing.

GMV influenced captures this “tail effect” by tracking revenue within 1–3 days of a conversation.

It’s especially powerful for:

  • High-consideration purchases (like outdoor gear, home furniture, equipment)
  • Products with many options, specs, or configurations
  • Shoppers who need reassurance before buying

In Arc’teryx’s case, shoppers often take time to confirm they’re choosing the right technical gear.

Yet even with that natural pause in behavior, Shopping Assistant still influenced 3.7% of all revenue, not by forcing instant decisions, but by providing the clarity people needed to make the right one.

3. AOV from conversational commerce: Do conversations lead to bigger carts?

This metric looks at the average order value of shoppers who engage in a conversation versus those who don’t. 

If the conversational AOV is higher, it means your AI or agents are educating customers in ways that naturally expand the cart.

Examples of AOV-lifting conversations include:

  • Recommending complementary gear, tools, or accessories
  • Suggesting upgraded options based on needs
  • Helping shoppers understand the difference between product tiers
  • Explaining why a specific product is worth the investment

When conversations are done well, AOV increases not because shoppers are being upsold, but because they’re being guided

4. ROI of AI-powered conversations: The metric your leadership cares most about

ROI compares the revenue generated by conversational AI to the cost of the tool itself — in short, this is the number that turns heads in boardrooms.

Strong ROI shows that your AI:

  • Does the work of multiple agents
  • Drives new revenue, not just ticket deflection
  • Provides accurate answers consistently, at any time
  • Delivers a high-quality experience without expanding headcount

When ROI looks like that, AI stops being a “tool” and starts being an undeniable growth lever.

Related: The hidden power and ROI of automated customer support

Engagement metrics that indicate purchase intent

Not every metric in conversational commerce is a final outcome. Some are early signals that show whether shoppers are interested, paying attention, and moving closer to a purchase.

These engagement metrics are especially valuable because they reveal why conversations convert, not just whether they do. When engagement goes up, conversion usually follows.

1. Click-Through Rate (CTR): Are shoppers acting on the products your AI recommends?

CTR measures the percentage of shoppers who click the product links shared during a conversation. It’s one of the cleanest leading indicators of buyer intent because it reflects a moment where curiosity turns into action.

If CTR is high, it’s a sign that:

  • Your recommendations are relevant
  • The conversation is persuasive
  • The shopper trusts the guidance they’re getting
  • The AI is surfacing the right product at the right time

In other words, CTR tells you which conversations are influencing shopping behavior.

And the connection between CTR and revenue is often tighter than teams expect.

Just look at what happened with Caitlyn Minimalist. When they began comparing the results of human-led conversations versus AI-assisted ones over a 90-day period, CTR became one of the clearest predictors of success. Their Shopping Assistant consistently drove meaningful engagement with its recommendations — an 18% click-through rate on the products it suggested.

That level of engagement translated directly into better outcomes:

  • AI-driven conversations converted at 20%, compared to just 8% for human agents
  • Many of those clicks led to multi-item purchases
  • Overall, the brand experienced a 50% lift in sales from AI-assisted chats compared to human-only ones

When shoppers click, they’re moving deeper into the buying cycle. Strong CTR makes it easier to forecast conversion and understand how well your conversational flows are guiding shoppers toward the right products.

AI Agent recommends a customer with jewelry safe for sensitive skin

Discounting behavior metrics

Discounting can be one of the fastest ways to nudge a shopper toward checkout, but it’s also one of the fastest ways to erode margins. 

That’s why discount-related metrics matter so much in conversational commerce. 

They show not just whether AI is using discounts, but how effectively those discounts are driving conversions.

1. Discounts offered: Are incentives being used strategically or too often?

This metric tracks how many discount codes or promotional offers your AI is sharing during conversations. 

Ideally, discounts should be purposeful — timed to moments when a shopper hesitates or needs an extra nudge — not rolled out as a one-size-fits-all script. When you monitor “discounts offered,” you can ensure that incentives are being used as conversion tools, not crutches.

This visibility becomes particularly important at high-intent touchpoints, such as exit intent or cart recovery interactions, where a small incentive can meaningfully increase conversion if used correctly.

2. Discounts applied: Are those discounts actually influencing the purchase?

Offering a discount is one thing. Seeing whether customers use it is another.

A high “discounts applied” rate suggests:

  • The offer was compelling
  • The timing was right
  • The shopper truly needed that incentive to convert

A low usage rate tells a different story: Your team (or your AI) is discounting unnecessarily.

This metric alone often surprises brands. More often than not, CX teams discover they can discount less without hurting conversion, or that a non-discount incentive (like a relevant product recommendation) performs just as well.

Understanding this relationship helps teams tighten their promotional strategy, protect margins, and use discounts only where they actually drive incremental revenue.

How CX teams use these metrics to make better decisions

Once you know which metrics matter, the next step is building a system that brings them together in one place.

Think of your conversational commerce scorecard as a decision-making engine — something that helps you understand performance at a glance, spot bottlenecks, optimize AI, and guide shoppers more effectively.

In Gorgias, you can customize your analytics dashboard to watch the metrics that matter most to your brand. This becomes the single source of truth for understanding how conversations influence revenue.

Here’s what a powerful dashboard unlocks:

1. You learn where AI performs best (and where humans outperform)

Some parts of the customer journey are perfect for AI: repetitive questions, product education, sizing guidance, shade matching, order status checks. 

Others still benefit from human support, like emotional conversations, complex troubleshooting, multi-item styling, or high-value VIP concerns.

Metrics like resolution rate, zero-touch ticket rate, and chat conversion rate show you exactly which is which.

When you track these consistently, you can:

  • Identify conversation types AI should fully own
  • Spot where AI needs more training
  • Allocate human agents to higher-value conversations
  • Decide when humans should step in to drive stronger outcomes

For example, if AI handles 80% of sizing questions successfully but struggles with multi-item styling advice, that tells you where to invest in improving AI, and where human expertise should remain the default.

2. You uncover what shoppers actually need to convert

Metrics like CTR, CVR, and conversational AOV reveal the inner workings of shopper decision-making. They show which recommendations resonate, which don’t, and which messaging actually moves someone to purchase.

With these insights, CX teams can:

  • Refine product recommendations
  • Improve conversation flows that stall out
  • Adjust the tone or structure of AI messaging
  • Draft stronger scripts for human agents
  • Identify recurring questions that indicate missing PDP information

For instance, if shoppers repeatedly ask clarifying questions about a product’s material or fit, that’s a signal for merchandising or product teams

If recommendations with social proof get high engagement, marketing can integrate that insight into on-site messaging. 

Conversations reveal what customers really care about — often before analytics do.

3. You prove that conversations directly drive revenue

This is the moment when the scorecard stops being a CX tool and becomes a business tool.

A clear set of metrics shows how conversations tie to:

  • GMV influenced
  • AOV lift
  • Revenue generated by AI
  • ROI of conversational commerce tools

When a CX leader walks into a meeting and says, “Our AI Assistant influenced 5% of last month’s revenue” or “Conversational shoppers have a 20% higher AOV,” the perception of CX changes instantly.

You’re no longer a support cost. You’re a revenue channel.

And once you have numbers like ROI or revenue influence in hand, it becomes nearly impossible for anyone to argue against further investment in CX automation.

4. You identify where shoppers are dropping off or hesitating

A scorecard doesn’t just show what’s working, it surfaces what’s not.

Metrics make friction obvious:

Metric Signal

What It Means

Low CTR

Recommendations may be irrelevant or poorly timed.

Low CVR

Conversations aren’t persuasive enough to drive a purchase.

High deflection but low revenue

AI is resolving tickets, but not effectively selling.

High discount usage

Shoppers rely on incentives to convert.

Low discount usage

You may be offering discounts unnecessarily and losing margin.

Once you identify these patterns, you can run targeted experiments:

  • Test new scripts or flows
  • Adjust product recommendations
  • Add social proof or benefit framing
  • Reassess discounting strategies
  • Rework messaging on key PDPs

Compounded over time, these moments create major lifts in conversion and revenue.

5. You create a feedback loop across marketing, merchandising, and product

One of the biggest hidden values of conversational data is how it strengthens cross-functional decision-making.

A clear analytics dashboard gives teams visibility into:

  • Unclear or missing product information (from repeated questions)
  • Merchandising opportunities (from your most popular products)
  • Landing page or PDP improvements (from drop-off points)
  • Messaging that resonates with real customers (from AI messages)

Suddenly, CX isn’t just answering questions — it’s informing strategy across the business.

CX drives revenue when you measure what matters

With the right metrics in place, CX leaders can finally quantify the impact of every interaction, and use that data to shape smarter, more profitable customer journeys.

If you're ready to measure — and scale — the impact of your conversations, tools like Gorgias AI Agent and Shopping Assistant give CX teams the visibility, accuracy, and performance needed to turn every interaction into revenue.

Want to see it in action? Book a demo and discover what conversational commerce can do for your bottom line.

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min read.
AI Alignment

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

By Gabrielle Policella
0 min read . By Gabrielle Policella

TL;DR:

  • Implement quickly and iterate. Rhoback’s initial rollout process took two weeks, right before BFCM. Samantha moved quickly, starting with basic FAQs and then continuously optimizing.  
  • Train AI like a three-year-old. Although it is empathetic, an AI Agent does not inherently know what is right or wrong. Invest in writing clear Guidance, testing responses, and ensuring document accuracy. 
  • Approach your AI’s tone of voice like a character study. Your AI Agent is an extension of your brand, and its personality should reflect that. Rhoback conducted a complete analysis of its agent’s tone, age, energy, and vocabulary. 
  • Embrace AI as a tool to reveal inconsistencies. If your AI Agent is giving inaccurate information, it’s exposing gaps in your knowledge sources. Uses these early test responses to audit product pages, help center content, Guidance, and policies.
  • Check in regularly and keep humans in control. Introduce weekly reviews or QA rituals to refine AI’s accuracy, tone, and efficiency. Communicate AI insights cross-functionally to build trust and work towards shared goals.

When Rhoback introduced an AI Agent to its customer experience team, it did more than automate routine tickets. Implementation revealed an opportunity to improve documentation, collaborate cross-functionally, and establish a clear brand tone of voice. 

Samantha Gagliardi, Associate Director of Customer Experience at Rhoback, explains the entire process in the first episode of our AI in CX webinar series.

Top learnings from Rhoback’s AI rollout  

1. You can start before you “feel ready”

With any new tool, the pre-implementation phase can take some time. Creating proper documentation, training internal teams, and integrating with your tech stack are all important steps that happen before you go live. 

But sometimes it’s okay just to launch a tool and optimize as you go. 

Rhoback launched its AI agent two weeks before BFCM to automate routine tickets during the busy season. 

Why it worked:

  • Samantha had audited all of Rhoback’s SOPs, training materials, and FAQs a few months before implementation. 
  • They started by automating high-volume questions such as returns, exchanges, and order tracking.
  • They followed a structured AI implementation checklist. 

2. Audit your knowledge sources before you automate

Before turning on Rhoback’s AI Agent, Samantha’s team reviewed every FAQ, policy, and help article that human agents are trained on. This helped establish clear CX expectations that they could program into an AI Agent. 

Samantha also reviewed the most frequently asked questions and the ideal responses to each. Which ones needed an empathetic human touch and which ones required fast, accurate information?  

“AI tells you immediately when your data isn’t clean. If a product detail page says one thing and the help center says another, it shows up right away.” 

Rhoback’s pre-implementation audit checklist:

  • Review customer FAQs and the appropriate responses for each. 
  • Update outdated PDPs, Help Centre articles, policies, and other relevant documentation.
  • Establish workflows with Ecommerce and Product teams to align Macros, Guidance, and Help Center articles with product descriptions and website copy. 

Read more: How to Optimize Your Help Center for AI Agent

3. Train your AI Agent in small, clear steps

It’s often said that you should train your AI Agent like a brand-new employee. 

Samantha took it one step further and recommended treating AI like a toddler, with clear, patient, repetitive instructions. 

“The AI does not have a sense of good and bad. It’s going to say whatever you train it, so you need to break it down like you’re talking to a three-year-old that doesn’t know any different. Your directions should be so detailed that there is no room for error.”

Practical tips:

  • Use AI to build your AI Guidance, focusing on clear, detailed, simple instructions. 
  • Test each Guidance before adding new ones.
  • Treat the training process like an ongoing feedback loop, not a one-time upload.

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

4. Prioritize Tone of Voice to make AI feel natural

For Rhoback, an on-brand Tone of Voice was a non-negotiable. Samantha built a character study that shaped Rhoback’s AI Agent’s custom brand voice.

“I built out the character of Rhoback, how it talks, what age it feels like, what its personality is. If it does not sound like us, it is not worth implementing.”

Key questions to shape your AI Agent’s tone of voice:

  • How does the AI Agent speak? Friendly, funny, empathetic, etc…?
  • Does your AI Agent use emojis? How often?
  • Are there any terms or phrases the AI Agent should always or never say?

5. Use AI to surface knowledge gaps or inconsistencies

Once Samantha started testing the AI Agent, it quickly revealed misalignment between Rhoback’s teams. With such an extensive product catalog, AI showed that product details did not always match the Help Center or CX documentation. 

This made a case for stronger collaboration amongst the CX, Product, and Ecommerce teams to work towards their shared goal of prioritizing the customer. 

“It opened up conversations we were not having before. We all want the customer to be happy, from the moment they click on an ad to the moment they purchase to the moment they receive their order. AI Agent allowed us to see the areas we need to improve upon.” 

Tips to improve internal alignment:

  • Create regular syncs between CX, Product, Ecommerce, and Marketing teams.
  • Share AI summaries, QA insights, and trends to highlight recurring customer pain points.
  • Build a collaborative workflow for updating documents that gives each team visibility. 

6. Build trust (with your team and customers) through transparency 

Despite the benefits of AI for CX, there’s still trepidation. Agents are concerned that AI would replace them, while customers worry they won’t be able to reach a human. Both are valid concerns, but clearly communicating internally and externally can mitigate skepticism. 

At Rhoback, Samantha built internal trust by looping in key stakeholders throughout the testing process. “I showed my team that it is not replacing them. It’s meant to be a support that helps them be even more successful with what they’re already doing," Samantha explains.

On the customer side, Samantha trained their AI Agent to tell customers in the first message that it is an AI customer service assistant that will try to help them or pass them along to a human if it can’t. 

How Rhoback built AI confidence:

  • Positioned AI as a personal assistant for agents, not a replacement.
  • Let agents, other departments, and leadership test and shape the AI Agent experience early.
  • Told customers up front when automation was being used and made the path to a human clear and easy.

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

Putting these into practice: Rhoback’s framework for an aligned AI implementation 

Here is Rhoback’s approach distilled into a simple framework you can apply.

  1. Audit your content: Ensure your FAQs, product data, policies, and all documentation are accurate.
  2. Start small: Automate one repetitive workflow, such as returns or tracking.
  3. Train iteratively: Add Guidance in small, testable batches.
  4. Prioritize tone: Make sure every AI reply sounds like your brand.
  5. Align teams: Use AI data to resolve cross-departmental inconsistencies and establish clearer communication lines.
  6. Be transparent: Tell both agents and customers how AI fits into the process.
  7. Refine regularly: Review, measure, and adjust on an ongoing basis.

Watch the full conversation with Samantha to learn how AI can act as a catalyst for better internal alignment

📌 Join us for episode 2 of AI in CX: Building a Conversational Commerce Strategy that Converts with Cornbread Hemp on December 16.

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min read.
Food & Beverage Self-Service

How Food & Beverage Brands Can Level Up Self-Service Before BFCM

Before the BFCM rush begins, we’re serving food & beverage CX teams seven easy self-serve upgrades to keep support tickets off their plate.
By Alexa Hertel
0 min read . By Alexa Hertel

TL;DR:

  • Most food & beverage support tickets during BFCM are predictable. Subscription cancellations, WISMO, and product questions make up the bulk—so prep answers ahead of time.
  • Proactive CX site updates can drastically cut down repetitive tickets. Add ingredient lists, cooking instructions, and clear refund policies to product pages and FAQs.
  • FAQ pages should go deep, not just broad. Answer hyper-specific questions like “Will this break my fast?” to help customers self-serve without hesitation.
  • Transparency about stock reduces confusion and cart abandonment. Show inventory levels, set up waitlists, and clearly state cancellation windows.

In 2024, Shopify merchants drove $11.5 billion in sales over Black Friday Cyber Monday. Now, BFCM is quickly approaching, with some brands and major retailers already hosting sales.

If you’re feeling late to prepare for the season or want to maximize the number of sales you’ll make, we’ll cover how food and beverage CX teams can serve up better self-serve resources for this year’s BFCM. 

Learn how to answer and deflect customers’ top questions before they’re escalated to your support team.

💡 Your guide to everything peak season → The Gorgias BFCM Hub

Handling BFCM as a food & beverage brand

During busy seasons like BFCM and beyond, staying on top of routine customer asks can be an extreme challenge. 

“Every founder thinks BFCM is the highest peak feeling of nervousness,” says Ron Shah, CEO and Co-founder of supplement brand Obvi

“It’s a tough week. So anything that makes our team’s life easier instantly means we can focus more on things that need the time,” he continues. 

Anticipating contact reasons and preparing methods (like automated responses, macros, and enabling an AI Agent) is something that can help. Below, find the top contact reasons for food and beverage companies in 2025. 

Top contact reasons in the food & beverage industry 

According to Gorgias proprietary data, the top reason customers reach out to brands in the food and beverage industry is to cancel a subscription (13%) followed by order status questions (9.1%).

Contact Reason

% of Tickets

🍽️ Subscription cancellation

13%

🚚 Order status (WISMO)

9.1%

❌ Order cancellation

6.5%

🥫 Product details

5.7%

🧃 Product availability

4.1%

⭐ Positive feedback

3.9%

7 ways to improve your self-serve resources before BFCM

  1. Add informative blurbs on product pages 
  2. Craft additional help center and FAQ articles 
  3. Automate responses with AI or Macros 
  4. Get specific about product availability
  5. Provide order cancellation and refund policies upfront
  6. Add how-to information
  7. Build resources to help with buying decisions 

1) Add informative blurbs on product pages

Because product detail queries represent 5.7% of contact reasons for the food and beverage industry, the more information you provide on your product pages, the better. 

Include things like calorie content, nutritional information, and all ingredients.  

For example, ready-to-heat meal company The Dinner Ladies includes a dropdown menu on each product page for further reading. Categories include serving instructions, a full ingredient list, allergens, nutritional information, and even a handy “size guide” that shows how many people the meal serves. 

The Dinner Ladies product page showing parmesan biscuits with tapenade and mascarpone.
The Dinner Ladies includes a drop down menu full of key information on its product pages. The Dinner Ladies

2) Craft additional Help Center and FAQ articles

FAQ pages make up the information hub of your website. They exist to provide customers with a way to get their questions answered without reaching out to you.   

This includes information like how food should be stored, how long its shelf life is, delivery range, and serving instructions. FAQs can even direct customers toward finding out where their order is and what its status is. 

Graphic listing benefits of FAQ pages including saving time and improving SEO.

In the context of BFCM, FAQs are all about deflecting repetitive questions away from your team and assisting shoppers in finding what they need faster. 

That’s the strategy for German supplement brand mybacs

“Our focus is to improve automations to make it easier for customers to self-handle their requests. This goes hand in hand with making our FAQs more comprehensive to give customers all the information they need,” says Alexander Grassmann, its Co-Founder & COO.

As you contemplate what to add to your FAQ page, remember that more information is usually better. That’s the approach Everyday Dose takes, answering even hyper-specific questions like, “Will it break my fast?” or “Do I have to use milk?”

Everyday Dose FAQ page showing product, payments, and subscription question categories.
Everyday Dose has an extensive FAQ page that guides shoppers through top questions and answers. Everyday Dose

While the FAQs you choose to add will be specific to your products, peruse the top-notch food and bev FAQ pages below. 

Time for some FAQ inspo:

3) Automate responses with AI or macros

AI Agents and AI-powered Shopping Assistants are easy to set up and are extremely effective in handling customer interactions––especially during BFCM.  

“I told our team we were going to onboard Gorgias AI Agent for BFCM, so a good portion of tickets would be handled automatically,” says Ron Shah, CEO and Co-founder at Obvi. “There was a huge sigh of relief knowing that customers were going to be taken care of.” 

And, they’re getting smarter. AI Agent’s CSAT is just 0.6 points shy of human agents’ average CSAT score. 

Obvi homepage promoting Black Friday sale with 50% off and chat support window open.
Obvi 

Here are the specific responses and use cases we recommend automating

  • WISMO (where is my order) inquiries 
  • Product related questions 
  • Returns 
  • Order issues
  • Cancellations 
  • Discounts, including BFCM related 
  • Customer feedback
  • Account management
  • Collaboration requests 
  • Rerouting complex queries

Get your checklist here: How to prep for peak season: BFCM automation checklist

4) Get specific about product availability

With high price reductions often comes faster-than-usual sell out times. By offering transparency around item quantities, you can avoid frustrated or upset customers. 

For example, you could show how many items are left under a certain threshold (e.g. “Only 10 items left”), or, like Rebel Cheese does, mention whether items have sold out in the past.  

Rebel Cheese product page for Thanksgiving Cheeseboard Classics featuring six vegan cheeses on wood board.
Rebel Cheese warns shoppers that its Thanksgiving cheese board has sold out 3x already. Rebel Cheese  

You could also set up presales, give people the option to add themselves to a waitlist, and provide early access to VIP shoppers. 

5) Provide order cancellation and refund policies upfront 

Give shoppers a heads up whether they’ll be able to cancel an order once placed, and what your refund policies are. 

For example, cookware brand Misen follows its order confirmation email with a “change or cancel within one hour” email that provides a handy link to do so. 

Misen order confirmation email with link to change or cancel within one hour of checkout.
Cookware brand Misen follows up its order confirmation email with the option to edit within one hour. Misen 

Your refund policies and order cancellations should live within an FAQ and in the footer of your website. 

6) Add how-to information 

Include how-to information on your website within your FAQs, on your blog, or as a standalone webpage. That might be sharing how to use a product, how to cook with it, or how to prepare it. This can prevent customers from asking questions like, “how do you use this?” or “how do I cook this?” or “what can I use this with?” etc. 

For example, Purity Coffee created a full brewing guide with illustrations:

Purity Coffee brewing guide showing home drip and commercial batch brewer illustrations.
Purity Coffee has an extensive brewing guide on its website. Purity Coffee

Similarly, for its unique preseasoned carbon steel pan, Misen lists out care instructions

Butter melting in a seasoned carbon steel pan on a gas stove.
Misen 

And for those who want to understand the level of prep and cooking time involved, The Dinner Ladies feature cooking instructions on each product page. 

The Dinner Ladies product page featuring duck sausage rolls with cherry and plum dipping sauce.
The Dinner Ladies feature a how to cook section on product pages. The Dinner Ladies 

7) Build resources to help with buying decisions 

Interactive quizzes, buying guides, and gift guides can help ensure shoppers choose the right items for them––without contacting you first. 

For example, Trade Coffee Co created a quiz to help first timers find their perfect coffee match: 

Trade Coffee Co offers an interactive quiz to lead shoppers to their perfect coffee match. Trade Coffee Co

Set your team up for BFCM success with Gorgias 

The more information you can share with customers upfront, the better. That will leave your team time to tackle the heady stuff. 

If you’re looking for an AI-assist this season, check out Gorgias’s suite of products like AI Agent and Shopping Assistant

{{lead-magnet-2}}

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

Further reading

Gorgias 2021 Year in Review

Gorgias in 2021: 8,000 ecommerce brands turned support challenges into $1.1 billion

By Ryan Baum
7 min read.
0 min read . By Ryan Baum

As ecommerce grew this year, we continued to work toward a decentralized vision of commerce — a model where merchants take back their customer relationships from colossal marketplaces and connect one-to-one with the people who buy their products.

Our merchants had a record-breaking number of these personal interactions in 2021 and that’s worth celebrating. So we’ve collected all the firsts, upgrades and proudest moments to share with you.

Since January 2021 feels like 10 years ago (and also 10 minutes ago, somehow), let’s take a walk down memory lane.

  1. 8,000 brands with one thing in common
  2. 75 million chances to improve customer experience
  3. Our merchants met shoppers wherever they were
  4. Assembling the ecommerce A-Team
  5. Customer feedback drove our product roadmap
  6. Gorgias grew alongside our merchants
  7. Looking ahead to 2022

8,000 brands with one thing in common

This year, we helped 8,000 brands support over 290 million shoppers, bringing in customers like Bidabo, Biketart, Lillie's Q and Livinguard.

All together, our customers generated $1.1 billion from their customer support functions in 2021.

Those companies varied in size, from single entrepreneurs still proving their products to enterprise companies scaling beyond their wildest dreams. Differences aside, they united in prioritizing customer experience to grow their businesses.

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Some industries came up again and again on our roster, including: 

And because Gorgias powered growth across 110 industries, our customers’ customers were purchasing everything from medical supplies to maritime essentials.

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75 million chances to improve customer experience

Every minute of 2021, Gorgias customers closed out an average of 179 tickets. In more relatable terms, they helped more than 10,000 shoppers in the time it took to watch a new episode of Shark Tank.

At the peak of support volume — the five-day period from Thanksgiving and Black Friday through Cyber Monday (BFCM) — our merchants answered 2.5 million tickets. Their support teams drove $25.6 million in sales during that time.

With tools made for that moment, they were able to stay on top of the ticket pile and turn the holiday rush into a gold rush.

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The impact didn’t stop there. On average, our merchants received a 4/5 satisfaction rating from their customers in 2021. The 75 million tickets they answered reinforced their brands, one loyal customer at a time.

After all, when your team has a million fires to extinguish, the only flames in customer support should be the emoji reactions to your five-star ratings.

And that’s exactly what you’ll be chasing as your performance metrics approach those from our top quartile of merchants. The top-performing teams clocked first-response times under two hours and resolution times under 8 hours, on average.

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Our merchants met shoppers wherever they were

As ecommerce becomes more decentralized, so do the channels that provide your customer feedback.

Still, it’s no surprise that email remains the most popular support channel, used by 92% of our brands. Together, they answered 64 million emails in 2021 (85% of all tickets). 

This next stat may be more of a revelation: 78% of our brands have brought Facebook, Instagram, and/or Twitter interactions into their Gorgias workspace. They answered 3.7 million comments across those three channels, with almost two-thirds coming from Facebook.

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These social channels were used even more than our live chat, phone, and SMS integrations. And Gorgias helped merchants meet their customers in all of the above, without ever leaving their dashboard.

Assembling the ecommerce A-Team

2021 also saw the launch of our long-awaited Gorgias App Store. This hub features 75 apps to extend the power of our helpdesk and centralize the information support agents rely on. 

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62% of our merchants are using at least one of our partner apps, and we’re exploring new partnerships all the time to continue streamlining the customer support process. 

This allows us, and all of our partners, to stay focused on being the absolute best at what we do.

Some of our merchants’ favorite integrations include: 

  • Klaviyo: An email and SMS marketing automation platform
  • Recharge: For subscriptions and recurring payments
  • Attentive: A comprehensive text message marketing solution 
  • Postscript: SMS marketing for growing ecommerce stores
  • Yotpo: For customer reviews, loyalty, referrals, and more

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So go ahead and close those 20 tabs out — you won’t need them where we’re headed.

Customer feedback drove our product roadmap

We released 91 features this year, 42 of which were led by your requests on our public roadmap

Our most requested features (that are all available today!) were: 

The quick adoption of our 2021 social media updates made it clear these channels were critical to our merchants’ success this year. We expect that to continue into 2022. (TikTok, anyone? Give it an upvote here!) 

And while voice support didn’t see the same volume of requests as the social channels, we knew it was essential for certain brands. To better serve these merchants, we built a native phone integration that’s easily set up for new and existing numbers.

Merchants responded by taking more than 4,000 calls from shoppers this year. As a result, resolution times were up to 34% faster than others who left phone service out of their strategies.

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And while we want to give our merchants a variety of tools to provide help, sometimes it's best to empower shoppers to help themselves. 

Our new Help Center feature provides FAQ hubs on merchant websites, to work toward this goal. The first 100 Help Centers that went live attracted over 100,000 views, answering inquiries before they could turn into tickets.

Another contribution is perhaps our most exciting release: Our Automate product allows for customization of self-service flows and deflects even more tickets to boost team efficiency. 

Hundreds of merchants used the add-on in 2021 to automate their tickets, increasing efficiency across their support teams.

Our self-service portal alone deflected up to another 33% of tickets specific to shoppers (like order status). This freed up agent time to provide a more personal touch to important conversations. 

Gorgias grew alongside our merchants

We tripled the size of our team in 2021 to continue building the best possible helpdesk for the specific needs of ecommerce brands. There are now 185 employees who work in 16 countries around the globe and speak 18 different languages.

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That means there’s more Gorgians building out integrations, furthering the product roadmap, and contributing to our merchants’ success.

And our customers have let us know how much these improvements impacted their businesses. We currently hold top marks among the helpdesk categories on G2, Capterra and the Shopify app store.

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Looking ahead to 2022 

2021 was a year to remember for the Gorgias team and our customers, but 2022 is shaping up to be even better. It might even be the year people learn to pronounce our name. (470 people asked how during this year’s demos; think “gorgeous.”) 

Fingers crossed.

Either way, we have some key new features on the roadmap and several surprises up our sleeves. We’ll continue building and optimizing channels so you can meet your customers where they are (including a much-requested Whatsapp integration). We’re also going to renew our focus on automation tools to increase efficiency across your team. 

Make sure you subscribe to our newsletter, below, to beam all of our updates directly to your inbox.

As for the rest of the ecommerce industry, we have high hopes for 2022 (and plenty of predictions). We’re expecting continued shift of support tickets to social channels, a bigger emphasis on self-service options and a sharper focus on app integrations across the ecommerce ecosystem. 

Until then, thanks for a great year!

Customer Service Interview Questions

17 Customer Service Interview Questions to Help Build Your Dream Customer Support Team

By Ashley Kimler
15 min read.
0 min read . By Ashley Kimler

Building an incredible customer support team at your company starts with finding the right people. But once you attract a pool of applicants, distinguishing between an excellent candidate and a so-so one isn’t always simple.

Why does this matter? Research from Harvard Business Review concluded that positive customer experiences can create as much as a 140% spread in how much customers spend at transactional businesses. And a massive part of that customer experience rides on your customer service team.

And for subscription-based businesses, that same study found a 31% spread in churn: quality of the experience was a significant driver of recurring membership and revenue.

This adds up over time, as well. Forbes found a cumulative loss of $75 billion yearly across all businesses pegged to a single source: poor customer service.

So, in the big picture, a great hire in customer service or support makes you more money. A bad one hurts the bottom line, and so much more.

As a hiring manager, it’s never been more important to get the most out of your interviews. The needs of customer service teams are more technically complex than before, with numerous channels for meeting customer needs. Working with an ecommerce helpdesk support partner like Gorgias can ease some of the pressure, but the interview itself remains highly strategic.

Major Traits and Characteristics to Look for in Customer Service Job Interviews

Before we get into specific questions, it’s worth noting that not every candidate has the right disposition for customer service work. Many customer service skills are crucial, and these traits and characteristics rise to the top of the list. As you work through the selection and interview process, look for these elements.

The Interviewee Is Familiar with Your Brand and Tone of Voice

This isn’t an all-out dealbreaker, but interviewees that are already familiar with your brand and tone of voice will assimilate much more quickly into your organization. This is true whether this familiarity is natural (because the candidate is already a fan of your brand) or learned (because the candidate took the time to prepare before the interview).

The Interviewee Has Strong Communication Skills

Your customer service representatives spend all day communicating directly with customers, so you want to hire people with great communication skills for customer service roles. Your customer service team forms the face of your company for many customers, so the ability to communicate clearly about a customer’s problem is essential

Customer service reps will inevitably deal with angry customers as well as difficult customers, so hiring managers should look for candidates that can keep those communication skills up even under pressure.

The best candidates for customer service roles will pair strong communication skills with superior problem-solving ability, as well.

The Interviewee Has the Ability to Communicate Via Specific Service Channels

The days of single-channel customer service departments that existed solely as phone-based call centers are long gone. Most businesses rely on a multichannel customer service strategy that could involve face-to-face assistance, phone communication, or any of a wide range of web-based platforms. Today's agents need to apply customer service best practices to many channels.

A customer service candidate that can speak empathetically and clearly but cannot navigate social media or a customer service platform may not be a good fit for your current needs.

Conversely, you may find candidates that struggle with over-the-phone communication but can tirelessly plow through online tickets with superior skill. 

If your team is large enough to differentiate, both types of candidates could succeed in clearly defined roles.

Still, it’s a good idea to get a sense of which service channels a candidate is likely to succeed in. Do this during the interview if you don’t do it earlier in the process.

17 Customer Support Interview Questions and Answers

If you’re a hiring manager in customer service or customer support, you already know that crafting the perfect customer service job interview questions is difficult. And if you’re an aspiring or current customer service representative, you may be looking for advice on how to answer customer service interview questions.

No matter your role, this list of 17 customer service interview questions and answers will give you some new approaches to the customer service job interview. Consider adding several of these questions to your interview process so you can hone your interview process and get better results.

(And if you’re a job seeker, these sample answers should give you insight into what interviewers might be expecting to hear. Adapt them to fit your situation, of course! You might also benefit from 5 Tips to Find Your Next Job in Support.)

1) How Familiar Are You with Our Brand, Products, and Services?

You don’t have to hire someone with prior knowledge of your brand, but it sure helps. The more the prospect knows about you, the less you have to teach them. So it’s worth asking how familiar the prospective hire is with your brand and what they think about it.

If your interviewee is familiar with your brand, go ahead and ask if they’ve ever interacted with your customer service team. If they have, their answers could be illuminating — about the candidate and about the customer service experience.

Listen for an honest, enthusiastic response. It’s OK if a candidate doesn’t know much about the brand, but finding someone with the skills AND who is a big fan of your brand can lead to the ultimate customer service prospect.

Pro Tip: Watch out for a response in which a candidate wants to change too much: some constructive criticism is healthy, but customer service is not the place from which to spearhead major company-wide change.

Sample Answer

“I’ve been using your [specific product/service] for some time now. I use it to [use case], and my appreciation for your [brand/culture/products] is a big part of why I applied for this job!”

Or

“I hadn’t heard of your company before I saw this job post, but as I began to research the company, I resonated with [product or aspect of mission]. I believe it’s something I can get behind and contribute to!”

2) Have You Ever Worked with the Software We Use?

Customer service is more software-oriented than ever before, and this question does double (maybe triple) duty: first, it tells you the obvious (whether the interviewee is familiar with your software). Second, it also often reveals a candidate’s overall comfort level with software. You’ll usually get a sense in their answer of whether they’re worried about the prospect of learning new software.

Third, assuming your job listing indicated which software solutions you use, this question will reveal how closely the applicant studied the job listing. If they seem confused by the question or don’t know which software solution you’re asking about, that might be a red flag.

As you listen to the applicant’s answer, don’t settle for a blunt “yes.” Follow up with a question or two that will reveal whether the person has actual knowledge of the software. And if the applicant isn’t familiar with your chosen software, listen for confidence about the ability to learn.

Sample Answer

“At my previous company, we used [competitor software solution], and I can tell based on my own research that the two are pretty similar. I’m sure there may be some slight gaps, but I’m eager to learn those differences and get up to speed in [your software solution].”

3) How Long Were You with Your Last Company and Why Did You Leave?

Behavioral interview questions can be powerful because they give you insight into an interviewee’s thought processes and ways of engaging with the world. Length of employment at the previous company is merely factual, but the “why did you leave” portion is deeply behavioral.

Tenure at a previous employer isn’t always important, though a resume filled with a series of three- to six-month gigs could be a red flag. More important is the stated reason for leaving. Did the candidate struggle with a previous manager? Did they leave over scheduling issues (that are likely to be an issue at your company as well)?

To be clear, leaving a previous company isn’t always a bad thing. But the reasons why — and the way the candidate explains those reasons — can teach you a lot about the person’s approach to working on a team.

Sample Answer

“I’m still employed at [current employer], but I see a better future for myself with your company. I’m happy enough at [current employer], but I’m more passionate about your company for [give a reason or two].”

Or

“I worked at [previous employer] for [time period] but had to leave due to [reason]. That said, I know [reason] won’t be an issue here because [explanation].”

4) What Were the Most Common Problems with the Products and Services You Supported in the Past and How Did You Help Solve Them?

This question helps you keep developing a profile of the candidate’s experience. At the most basic level, you want to learn whether they are familiar with the most common customer service questions that your team deals with.

While the key to delivering great customer service is the ability to use problem-solving skills to navigate especially difficult situations, those everyday types of questions make up the bulk of the actual work. Finding an employee that’s already well-versed in your most common customer issues (and who already has good responses to those issues) makes your job a lot easier.

Also, this is another behavioral interview question that can give you deeper insight into what makes a candidate tick. Listen carefully to how the person describes their activity helping various types of customers. You’ll learn at least as much about how the person thinks as how they solved a specific problem.

Sample Answer

“Issues with account logins made up around 15 percent of my customer service interactions at my last job. We had a script to follow for this kind of issue, and I used it when I could. But over time I noticed that many users were getting tripped up on the same problem that wasn’t covered by the script. I helped them resolve it by [x] and recommended we add this step to the script.”

5) Describe a Previous Situation at Work When You Recognized an Emotionally Tense Situation and Were Able to Turn it Around to Delight the Customer.

This is the first of several classic behavior-based questions. You’re listening for soft skills here, those intangibles that differentiate truly excellent customer service reps from the rest.

With this question, you’re looking at conflict resolution skills surrounding customer issues like public complaints or angry customer emails. Does the candidate have a handy example of being able to 

  1. Recognize that tensions were high 
  2. Defuse the situation enough that the customer left the interaction delighted?

You’re also looking at the ability to follow instructions and think outside the box. You don’t want renegades and mavericks, but you do want folks that can think beyond provided customer support scripts.

Push the interviewee to be specific with their answer to questions like these.

Sample Answer

“Once I dealt with a customer with [stated problem]. I could tell the customer was upset before we ever started talking because of [verbal/written cues]. I kept my cool, sidestepped that anger, and determined that the customer’s core problem was [actual problem]. Once I identified that I made sure to empathize with the customer as I guided them to a solution to [actual problem.”

[Image source: Me.me]

6) Can You Give Examples of Methods You Have Used in the Past to Increase Revenue, Save Time, or Increase Procedural Efficiency at Work?

Hiring for customer service is a delicate balance. You don’t want a cadre of people constantly trying to reinvent the wheel (or, worse, the company itself). And you also don’t want mindless followers. This question helps you gauge a candidate’s ownership mindset.

If they don’t have an answer at all, they might not be thinking enough about the big picture. Conversely, if their answer sounds a little too revolutionary, you’ll be aware that this candidate might need guidance in what’s appropriate.

As the candidate responds, listen for actionable ideas and methods that seem genuinely useful. Vague feedback with no clear outcomes isn’t what you’re looking for here.

Sample Answer

“I noticed we were getting tons of customer support calls about one of the company’s products. The product was fine, but the included instructions left out a crucial step that was leading to the calls. I was able to point this out and escalate it to the proper team, who corrected the instructions for the next printing. In the meantime, I created an email template to help agents respond to customer questions about the issue faster. By getting the instructions fixed, I reduced these calls so the team could focus on more important customer issues.”

7) Aside from Customer Service Positions, Have You Had Any Other Professional Roles That Helped You Build Relevant Skills for the Position You Are Applying For?

Sometimes, the best agents have experience from other roles with complementary skillsets. For example, wait staff at restaurants have a ton of insights about human interactions and communication since they serve people in person for hours on end.

Or, if the company products are highly technical or industry-specific, you’ll benefit from finding customer service reps with relevant tech or industry backgrounds as well.

Find out if your prospect has other experience they can bring to the table. Maybe they can even teach your team a thing or two.

Sample Answer

“I’ve worked for ‘x’ years in foodservice, including ‘y’ years as a server. In those years I developed the ability to read verbal and nonverbal cues. And have found creative ways to meet customer needs. My time in restaurants has prepared me to excel in customer service by giving me a keen sense of customers’ needs, proactive tactics to keep them happy, and multiple strategies for resolving their complaints.”

8) Do You Have Any Formal Education That Pertains to Communication or Communication Technology?

You already know a candidate’s formal education as it is listed on their resume, but this question gives them a chance to expand upon that. Perhaps they took a specific course that’s relevant to this job or additional training certifications that didn’t make it on the resume. 

Give them a chance to explain how some of their formal education enhances their abilities for this job.

This is also a great place to explore whether a candidate has experience in the systems you use, such as these:

Of course, reliance on formal training varies from company to company. Some brands focus more exclusively on skills and traits. Use your judgment with this question (but make sure you don’t imply that a degree is required unless it is).

Sample Answer

“My degree was in [field], and as a part of my coursework, I took several courses in communication as well as a technology course. In these courses, I learned [two or three high-level lessons], which will help me in this role [explain how].”

9) At Work, What Are Your Three Core Values? For Example Honesty, Trust, Patience, Etc.

You want agents that are hard-working and have excellent time management skills. But you also want a support team filled with healthy people. Learning about workplace morals and values will indicate to you how much of a team player the candidate is or what their ethical point of view looks like.

Sample Answer

“My top three core values in the workplace are [list three]. These core values permeate every aspect of my work: how I interact with customers, how I work with other team members, and more. If you ask [reference at previous employer] about this, I believe you’ll hear that I lived this out there, and I’ll do the same here.”

10) Can You Provide an Example of a Time When You Had to Deny a Customer’s Request? How Did You Handle It?

You want customer service agents that can, in most cases, get your customer what they want. But sometimes customers are wrong, demanding things that can’t be done. An experienced customer service rep will certainly have run into this scenario and learning how they handled it will give you great insight into their abilities.

Were they able to salvage a customer relationship? Show the customer a better way? Or did they just blow up the situation and provide no alternatives?

Sample Answer

“I always do my best to meet customer requests, but of course this isn’t always possible. One time, a customer [describe illegitimate request scenario]. He was convinced I could do this for him, but it was out of scope. However, instead of just flat-out denying him, I was able to guide him to an alternative that was in scope. He didn’t get everything he wanted, but I did keep him as a customer.”

11) As an Agent, What Was the Most Difficult Customer Service Situation You Have Ever Experienced?

For interviewees with previous customer service experience, this question gives you insight into how far they’ve been stretched — as well as their emotional intelligence after the fact.

Look for how serious or difficult the described situation is (compared to what’s typical in your organization), and pay attention to how calmly — or not — the candidate can recount the scenario.

Sample Answer

“In my current/previous position, I’ve had a few encounters in a class all their own. Probably the most challenging one was [describe the scenario]. It was challenging for sure, but I’m glad I went through it because I learned [lesson/insight]. I also really appreciated the support I got from my leadership team throughout the situation.”

12) As a Representative, What Was the Best Customer Service Situation You Have Experienced?

If a candidate has a quality answer to this question, it will likely reveal the sorts of situations that motivate the individual. You should look for excitement, interest, and perhaps even joy as the individual answers this question. And knowing the kinds of situations that motivate an individual can give insight into whether they’ll be a good fit for your team.

Sample Answer

“I once had a customer call in who was incredibly angry, but it was an issue that I knew I could solve. As I worked with the customer to unpack the layers of the issue, I heard her tone gradually soften. By the end of the encounter, I’d not only solved her problem, but I’d also managed to upsell her to a higher tier of service — and she was happy about it!”

13) What Would You Do If You Couldn’t Find the Answer to a Customer’s Question?

The stock answer here is “contact my supervisor,” of course, but see if you can get a little more. What avenues (official and unofficial) would the candidate pursue before escalating to a manager? Will this prospect solve problems independently, or will the individual create an unending cascade of manager escalations?

Sample Answer

“When I didn’t know an answer, I’d quickly search our internal knowledge base/wiki. If I didn’t find the answer there, I might search Google, our company Slack, or a more knowledgeable peer. I tried to minimize the number of escalations since I know that solving the problem myself is always the ideal outcome. But of course, I escalated issues to my manager when needed.”

14) How Would You Handle a Situation Wherein You Knew the Customer Was Wrong?

“The customer is always right” only goes so far. Sometimes the customer is quite wrong, and your customer support teams know this. The real question is what a prospective team member will do when this happens.

This is another question that explores soft skills. There are countless ways to say “you’re wrong” without coming out and saying it. Can the prospect guide a customer to a better understanding without insulting them along the way? That’s the kind of customer service rep you need.

Sample Answer

“I never take a confrontational approach when this happens. Instead, I assume that the customer isn’t willfully wrong, and I try to find a gentle way to guide them to a better understanding. 

If there’s documentation or fine print that the customer missed, I’ll guide them to that information. I might also ask questions to get a better sense of where the customer got the incorrect understanding.”

15) As an Online Shopper, What Was the Best Customer Support Experience You Ever Received from a Brand You Did Not Work For?

Every one of us brings experiences from our personal lives into our professional work, and great customer service reps are no exception. We’ve all been the customer in need of service at some point, and there are great lessons to learn from the good experiences.

A prospect’s answer to this question should demonstrate their insightfulness and awareness. It will also likely reveal more about a person’s priorities in customer service encounters.

Sample Answer

“I had an experience with [company] that impressed me as a customer and gave me some great ideas for how to solve customer challenges in my work. [Describe scenario and lessons learned.]”

16) Describe a Time When You Received Poor Customer Service as a Consumer.

Asking the opposite question gives you similar insights: whatever got under the skin of your interviewee is an aspect of customer service that they’re passionate about. And, of course, having been a frustrated consumer can build empathy when working with other frustrated consumers.

Sample Answer

“I had an encounter with one company where the agents were working from scripts, and it didn’t seem like they took the time to process what I’d said in my complaint. It was deeply frustrating, but I learned from the experience that scripts can only get you so far and that I need to make sure I always understand the customer’s concern before I start trying to solve it.”

17) How Flexible Is Your Schedule and How Many Hours Do You Hope to Work Each Week?

If you’ve gotten to this point and expect that you’ll offer the candidate a job, it’s time to get this crucial information. If your only needs are second shift and the candidate can’t or won’t work it, you need to know now.

Sample Answer

Simply be honest. “I’m looking for full-time work, and normal business hours are my preference. I could work the second shift if necessary, but no overnights. That said, let me know what you’re looking for, and let’s talk about it.”

[Image source: IMC]

Up Your Support Offerings with the Best Ecommerce Customer Service Solution

Getting the right team in place is a crucial component of your customer service strategy and so is giving your new team members the best in ecommerce customer service technology.

Find out why Gorgias is the #1 rated helpdesk for ecommerce merchants. See how Gorgias integrates with Shopify, Magento, and BigCommerce.

And, if you need help with the technology portion of your customer service strategy, schedule a Gorgias demo today.

Live Statistics

Live Statistics for teams who want to perform

By Ilke Akcasoy
6 min read.
0 min read . By Ilke Akcasoy

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.

October 2021: New Gorgias Integrations

7 new apps that integrate with Gorgias

By Morgan Smith
3 min read.
0 min read . By Morgan Smith

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: 

  1. LoyaltyLion
  2. Twitter (No longer supported in 2023)
  3. Call Hippo
  4. Shipup
  5. Tolstoy
  6. Autopilot
  7. Sentisum
  8. 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 Integrations Used By Gorgias Merchants

Top 10 Integrations Used by Gorgias Ecommerce Merchants

By Morgan Smith
6 min read.
0 min read . By Morgan Smith

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:

  1. Email, specifically Gmail
  2. Gorgias Chat
  3. Facebook and Instagram
  4. SMS apps
  5. Klaviyo
  6. Recharge
  7. Phone, either our native solution or Aircall
  8. Yotpo
  9. Smile
  10. 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

Read their story here.

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:

"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

Read their full story here.

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.

New Gorgias Integrations

12 New Apps That Integrates With Gorgias

By Morgan Smith
4 min read.
0 min read . By Morgan Smith

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: 

  1. SMS Live
  2. Checkout Champ
  3. CallHippo
  4. Konnektive
  5. TXTFi
  6. Shopney
  7. ReturnLogic
  8. Stateset
  9. Gatsby
  10. Trustpilot
  11. ShipBob
  12. 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.

Instagram Interactions On Gorgias

10 Rules to Help You Efficiently Manage Instagram Interactions on Gorgias

By Morgan Smith
6 min read.
0 min read . By Morgan Smith

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: 

  1. Auto-close tickets from giveaway posts 
  2. Auto-close all Instagram tickets
  3. Auto-tag all Instagram interactions 
  4. Auto-tag likely buyers & create a specialized view 
  5. Auto-tag interactions from influencers for VIP support
  6. Auto-tag public comments vs private messages
  7. Auto-tag Instagram tickets with questions
  8. Auto-close Instagram tickets the don’t mention support or order status
  9. Auto-tag negative comments 
  10. 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: Instagram Messages

New integration: Manage Instagram messages from Gorgias

By Morgan Smith
4 min read.
0 min read . By Morgan Smith

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!


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