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Conversational Shopping Trends

Conversations Are Becoming a Revenue Channel: The Data Proves It

Brands using AI-driven conversational commerce are seeing measurable gains in purchase rates, retention, and AOV. The data from 16,000+ ecommerce brands shows why conversation has become the new path to checkout.
By Gabrielle Policella
0 min read . By Gabrielle Policella

TL;DR:

  • Customer journeys are collapsing to a single conversation. The traditional browse-and-buy journey is giving way to AI-guided shopping that moves from discovery to purchase in a single exchange.
  • 79% of brands say AI-driven conversational commerce has increased their sales and purchase rates.
  • AI-only influenced orders grew 63% in a single year, from 2.7 million in Q1 to 4.4 million in Q4.
  • Brands treating conversation as a revenue channel. They’re not just a support function, generating higher AOV, shorter buying cycles, and stronger retention.

The page-based shopping experience dominated for decades. Customers would search, browse, compare, abandon, get retargeted, return, and eventually buy (sometimes). 

That journey is no longer the only option.

Shoppers are turning to chat, messaging, and AI-powered tools to find what they need. Instead of clicking through product pages or reading static FAQs, they ask questions, have back-and-forth conversations, and get answers that move them closer to a purchase in real time. The path to checkout has changed, and the brands that recognize this are pulling ahead.

Read our 2026 State of Conversational Commerce Report to learn more about conversation commerce trends from 400 ecommerce decision-makers and 16,000+ ecommerce brands using Gorgias. 

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The shopping journey has collapsed into a single thread

The traditional shopping journey was a solo experience. A shopper had a need, searched for options, browsed across sessions, and eventually made a decision — often days later, after being retargeted multiple times. Support only entered the picture after the purchase.

Side-by-side comparison showing traditional page-based shopping with multiple steps and drop-offs versus a streamlined conversation-led journey with AI guidance and fewer friction points.

The conversation-led journey collapses that timeline:

  1. A shopper recognizes a need and starts a conversation via chat, messaging, or a search-triggered prompt
  2. An AI agent asks clarifying questions about preferences, budget, and constraints
  3. The AI provides personalized product recommendations in real time
  4. The shopper validates concerns about fit, compatibility, delivery, and returns, all inside the conversation
  5. The shopper completes the purchase directly within or immediately after that exchange
  6. The AI picks up the conversation post-purchase for order tracking and proactive support
  7. A human agent steps in only when the situation calls for it

What used to take days now takes minutes. Discovery, evaluation, and purchase happen in a single thread.

Conversation is a revenue strategy, not a support upgrade

79% of brands agree that AI-driven conversational commerce has increased sales and purchase rates in their business. When brands were asked to rank the highest-return areas:

  • 38% cited improved customer support efficiency
  • 23% pointed to higher customer retention and loyalty
  • 20% saw improved purchase rates

Those numbers reflect something important: the value of conversation compounds. Faster support reduces friction. Better retention raises lifetime value. More confident shoppers buy more often and spend more per order.

The brands seeing the biggest returns aren't just using AI to deflect tickets. They're using it to create one-to-one shopping experiences at scale.

What the data shows about AI-influenced orders

Looking at AI-only influenced orders across key verticals like Apparel and Accessories, Food and Beverages, Health and Beauty, Home and Garden, and Sporting Goods, the growth across a single year was significant. 

Quarterly bar chart showing conversations linked to orders increasing from about 2.7M in Q1 to 4.4M in Q4, with a small share influenced by AI.
Quarterly bar chart showing conversations linked to orders growing from about 753K in Q1 to just over 1M in Q4, with a small AI-driven portion.
Quarterly bar chart showing conversations linked to orders growing from about 2.05M in Q1 to 2.82M in Q4, with a small portion influenced by AI.
Quarterly bar chart showing conversations linked to orders increasing from about 651K in Q1 to 978K in Q4, with a minor AI contribution.
Quarterly bar chart showing conversations linked to orders rising from about 322K in Q1 to 509K in Q4, with minimal AI influence.

Across industries, ecommerce brands saw AI step into conversations, reduce shopper hesitation, and drive higher QoQ conversion rates. 

Learn more about AI-powered revenue generation in the full 2026 Conversational Commerce Report.

Why brands are making this a strategic priority

84% of brands say the strategic importance of conversational commerce is higher than it was a year ago. 82% agree it will be mainstream in their sector within two years.

Statistics showing 84% of brands increased the strategic importance of conversational commerce and 82% expect AI-driven conversational commerce to become mainstream within two years.

That shift is registering at the leadership level because of what conversational commerce does to the buying experience. Creating one-to-one touchpoints earlier in the journey drives higher AOV, shorter buying cycles, and stronger purchase rates. Shoppers who get real-time answers to their questions are more confident.

What this looks like in practice: TUSHY

TUSHY, known for eco-friendly bidets and bathroom essentials, is a useful example of what happens when you take conversational commerce seriously.

Bidets aren't an impulse purchase. Shoppers have real questions about fit, compatibility, and installation. Those questions used to go unanswered until the CX team could respond, often after the customer had abandoned the cart.

TUSHY used Gorgias's AI Agent and shopping assistant capabilities to automate pre-sales support. AI Agent engaged shoppers in real-time conversations, addressed their concerns directly, and built confidence at the moment of highest intent.

This resulted in a 190% increase in chat-based purchases, a 13x return on investment, and twice the purchase rate of human agents.

How to apply this to your strategy

You don't need to overhaul your entire operation to start seeing results. The most effective approach is to start where the impact is clearest and expand from there.

A few places to begin:

  • Pre-sales chat. Identify your most common pre-purchase questions (sizing, compatibility, shipping timelines) and ensure your AI can answer them confidently and promptly.
  • Product page engagement. Use proactive chat prompts triggered by page behavior to start conversations before shoppers leave.
  • Post-purchase follow-up. Let AI pick up the conversation after checkout with order updates and proactive support, reducing inbound volume and building trust.
  • Human escalation. Define clearly which situations require a human agent – complex issues, emotional exchanges, high-stakes decisions. 

Want to see the full picture of where conversational commerce is headed in 2026? Read the full report to explore the data, trends, and strategies shaping the next era of ecommerce.

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min read.
ai adoption trends

AI Is Table Stakes for Ecommerce: What the Data Tells Us About 2026

AI adoption in ecommerce has reached 96% in 2026, with use cases spanning support automation, personalization at scale, product discovery, and end-to-end operations.
By Gabrielle Policella
0 min read . By Gabrielle Policella

TL;DR:

  • AI adoption is rapidly accelerating. 96% of ecommerce professionals now use AI in their roles, up from 69% in 2024.
  • AI has moved beyond support automation. Use cases have evolved into revenue generation, personalization, and logistics.
  • Brands are tying AI success to profit-and-loss outcomes. 60% of brands consider AOV a top indicator of AI effectiveness.  

A year ago, ecommerce brands were still debating whether AI was worth the investment. That debate is over. Today, nearly every ecommerce professional uses AI to do their job.

The shift isn't just about adoption. It's about what AI is used for and how brands measure its impact. Support automation was the entry point. Now, AI is embedded across the full operation, from product recommendations to inventory control to real-time shopping conversations.

In our 2026 State of Conversational Commerce Report, we break down trends on AI usage among 400 ecommerce decision-makers and 16,000+ ecommerce brands using Gorgias. 

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AI adoption has reached a tipping point

If we rewind 12 months ago, the industry was still split on AI. Some ecommerce professionals were excited, but most were still hesitant. In 2024, 69% of ecommerce professionals used AI in their roles. By 2025, that number reached 77%. In 2026, it hit 96%.

Ecommerce professionals using AI: 69.2% in 2024, 77.2% in 2025, and 96% in 2026.

The confidence numbers back it up. 71% of brands say they are confident using AI for ecommerce, and 73% are satisfied with its business impact. 

In early 2025, only 30% of ecommerce professionals rated their excitement for AI at 10/10. Today, zero percent of respondents describe themselves as hesitant about AI. 

Views on AI among ecommerce professionals: 33% say it’s transforming their business, 50% see steady improvements, 18% say it hasn’t delivered, and 0% remain hesitant.

AI use cases now span the full ecommerce stack

Using AI in ecommerce is not new. In fact, it dates back to the 1980s with the invention of algorithms and expert systems. And if you’ve ever leveraged similar product recommendations or chatbots, you’ve already integrated AI into your ecommerce stack. 

Modern AI is far more sophisticated. 

With the rise of agentic commerce and conversational AI, brands began leveraging AI agents to automate the processing of repetitive support tickets. That’s still happening today, but the scope has expanded beyond the support queue. 

AI use cases in ecommerce include customer support automation (96%), product recommendations (88%), tracking updates (69%), personalization (64%), inventory control (51%), dynamic pricing (36%), and order fulfillment (18%).

Ecommerce brands are deploying AI across every layer of their operation:

  • Customer support automation: 96%
  • Product recommendations: 88%
  • Automated tracking and status updates: 69%
  • Personalization: 64%
  • Inventory control: 51%
  • Dynamic pricing and discounting: 36%
  • Order fulfillment: 18%

When brands were asked which channels contribute most to their AI success, conversational channels dominated. Social media messaging led at 78%, followed by SMS at 70%, and website live chat at 51%. Shoppers want fast, personal conversations, and AI is the best way to deliver that at scale.

Learn more about AI adoption, perception, and use case trends in the full 2026 Conversational Commerce Report.

How AI is changing CX success metrics

For decades, customer support success meant fast response times and high satisfaction scores. Those are still important indicators of success, but leading brands are adding revenue-focused metrics to their dashboards.   

91% of brands still track CSAT as a measure of AI's impact. But 60% now include AOV as a top indicator, and higher-revenue brands earning $20M+ are focusing on metrics like total operating expenses, cost per resolution, incremental revenue, and one-touch ticket rate.

AI impact measured by 91% customer satisfaction, 60% average order value, and 43% resolution time.

AI can now start a conversation, ease customer doubts, sell, upsell, and recover abandoned carts in a single conversation. When you’re only measuring CSAT, you’re ignoring the real ROI of conversational AI investment. 

AI makes every conversational channel a storefront

Virtual shopping assistants now proactively engage shoppers, adapt to their needs in real time, and offer contextual product recommendations and upsells. When the moment calls for it, they can close the deal with a targeted discount. 

Gorgias brands using AI Agent's shopping assistant capabilities nearly doubled their purchase rates and converted 20–50% better than those using AI Agent for support only.

Orthofeet, the largest provider of orthopedic footwear in the US, is a concrete example of this in practice. Using Gorgias, they achieved:

  • 56% of support tickets automated in 2 months
  • Email response times down from 24 hours to 35 seconds
  • Double-digit revenue growth without adding headcount. 

What this means for your AI strategy

The data tells a clear story: AI has evolved beyond a tool for handling tier 1 support tickets. It’s a core part of your revenue generation strategy. 

57% of brands are already using AI for 26–50% of all customer interactions, and 37% expect that share to rise to 51–75% within the next two years. The brands building toward that range now are the ones who will have the operational advantage when it matters most.

The practical question isn't whether to invest in AI. It's where to focus first. Based on where brands are seeing the most impact, three priorities stand out:

  • Start with high-volume, low-complexity tickets. WISMO (where is my order) inquiries, return policy questions, and order status updates are where AI delivers the fastest return. Automate these first.
  • Expand into conversational channels. Social messaging and SMS are where AI is driving the most success right now.
  • Connect AI performance to revenue metrics. If you're only measuring CSAT and response time, you're missing half the story. Add AOV, conversion rate, and incremental revenue to your reporting.

Want to go deeper on the full 2026 conversational commerce trends? Read the complete report for data across every major AI use case in ecommerce.

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min read.
Conversational Commerce Trends

The State of Conversational Commerce: 5 Trends Reshaping Ecommerce in 2026

Explore 5 key trends from The State of Conversational Commerce Trends Report in 2026.
By Gabrielle Policella
0 min read . By Gabrielle Policella

TL;DR:

  • AI is resolving tickets, not just replying. AI now handles 31% of customer interactions for ecommerce brands, and that number is expected to nearly double within two years.
  • Every channel is becoming a storefront. Conversations are replacing the traditional browse-and-buy journey, with 79% of brands reporting sales from AI-driven interactions. 
  • AI is shortening the buying cycle. 93% of AI-influenced purchases happen within the first 48 hours of the conversation. 
  • CX teams are changing, not shrinking. Ecommerce brands are actively hiring for more technical roles to implement, coach, and maintain AI. 
  • The winning model is hybrid. AI handles volume and speed, while humans handle complexity and judgment. 

The way shoppers buy online has shifted and customers are at the center. 

They no longer want to scroll through product pages, dig through FAQs, or wait 24 hours for an email reply. They open a conversation, ask a specific question, and expect a useful answer in seconds. Brands that can’t deliver these experiences at scale are seeing customer hesitation turn into abandoned carts and lost revenue. 

This shift has a name: conversational commerce. It's the practice of using real-time, two-way conversations as your primary sales channel, through chat, AI agents, messaging apps, and voice. 

What started as an experiment for early adopters has become a key growth lever, with 84% of ecommerce brands treating conversational commerce as a strategic pillar this year vs. last year. 

Bar chart showing percentage of customer interactions handled by AI: 31% in 2025 and 47% within the next two years.

We surveyed 400 ecommerce decision-makers across North America, the U.K., and Europe to understand how conversational commerce and AI are reshaping the ecommerce landscape. These findings are complemented by aggregated and anonymized internal Gorgias platform data from 16,000+ ecommerce brands.

The State of Conversational Commerce in 2026 trends report breaks down all of the findings, including five key trends shaping the ecommerce landscape. 

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Trend 1: AI is table stakes for ecommerce and it’s no longer just about efficiency

A few years ago, adding an AI chatbot to your site that could provide tracking links and Help Center article recommendations was a differentiator. Today, it's table stakes. McKinsey found that 71% of shoppers expect personalized experiences, and 76% get frustrated when they don't get them. 

Right now, most ecommerce professionals use AI, with 93% having used it for at least 1 year. Enthusiasm is accelerating quickly, with only 30% of ecommerce professionals rating their excitement for AI at 10/10 in April 2025. Similarly, while AI adoption rose steadily year over year, it reached a clear peak in 2026.

Bar chart showing ecommerce professionals using AI: 69.2% in 2024, 77.2% in 2025, and 96% in 2026.

The use cases driving this adoption are practical and high-volume:

  • Order tracking and status updates
  • Returns, exchanges, and refund requests
  • Shipping FAQs and delivery estimates
Bar chart showing AI use cases across ecommerce: customer support automation (96%), AI product recommendations (88%), automated tracking updates (69%), AI personalization (64%), inventory control (51%), dynamic pricing (36%), and order fulfillment (18%).

These are the tickets that flood brands’ inboxes every day. AI agents resolve them instantly, without pulling teams away from conversations that actually require human judgment.

Explore AI adoption and use case data in more depth in the full report. 

Trend 2: Conversations are the new path to checkout

The traditional ecommerce funnel, visit site, browse products, add to cart, check out, is losing ground. Shoppers now discover products on Instagram, ask questions via direct message, and complete purchases without ever visiting a website.

Side-by-side comparison of page-based and conversation-led customer journeys, highlighting AI-driven real-time recommendations, proactive information, and post-purchase support within a single conversation.

Conversational AI is actively increasing revenue, with 79% of brands reporting that AI-driven interactions have increased sales and conversion in their business.

Bar chart showing percentage of customer interactions handled by AI: 31% in 2025 and 47% within the next two years.

The practical implication is that every channel is becoming a storefront. Creating personalized touchpoints with customers earlier in the journey, through proactive engagement, is impacting the bottom line. 

Read the full report to explore how AI conversions have increased QoQ by industry.  

Trend 3: AI is accelerating the purchase cycle

Pre-purchase hesitation is one of the biggest conversion killers in ecommerce. A shopper lands on your product page, has a question about sizing or compatibility, can't find the answer quickly, and leaves. That's a lost sale that had nothing to do with your product.

Conversational AI changes that dynamic. When a shopper can ask a question and get an accurate, personalized answer in real time, the friction disappears. 

Brands using Gorgias saw this play out at scale in 2025. When AI Agent recommended a product, 80% of the resulting purchases happened the same day, and 13% happened the next day. 

AI chat interface recommending apparel items based on cart contents, alongside statistic stating 93% of purchases occur within 48 hours of an AI agent’s recommendation.

Brands are further accelerating the buying cycle through proactive engagement. On-site features such as suggested product questions, recommendations triggered by search results, and “Ask Anything” input bars drove 50% of conversation-driven purchases during BFCM 2025. 

Explore how AI is collapsing the purchase cycle in Trend 3 of the report.

Trend 4: AI is making CX teams more technical 

There's a persistent narrative that AI is making CX teams redundant. The data tells a different story. 62% of ecommerce brands are planning to grow their teams, not cut them. But the scope of those teams is changing.

Bar chart of expected headcount changes over 12 months: 21% increase significantly, 41% increase somewhat, 28% stay the same, 9% decrease somewhat, and 1% decrease significantly.

New roles are emerging around AI configuration and quality assurance. Teams are investing in technical members to write AI Guidance instructions, develop tone-of-voice instructions, and continuously QA results. 

CX teams are also bridging the gap between support goals and revenue goals, as the two functions increasingly overlap.

Donut chart indicating 77% of companies report at least some convergence between support and sales functions due to AI.

The result is CX teams that are more technical than they were before. Agents who once spent their days answering repetitive tickets are now spending that time on higher-value work: complex escalations, VIP customer relationships, and improving the AI systems and knowledge bases that handle the volume.

Learn more about the evolution of CX roles in Trend #4. 

Trend 5: The future is hybrid: AI-first, humans when it counts

Despite increasing AI adoption, data shows that ecommerce brands shouldn’t strive for 100% automation. Winning brands are building systems in which AI handles repetitive tier-1 tickets, and humans handle complex, sensitive cases. 

Chart showing which inquiries are handled by AI vs. humans.

AI handles speed and scale. It resolves order-tracking requests at 2 a.m., processes return-eligibility checks in seconds, and answers the same shipping question for the thousandth time without compromising quality. 

Human agents handle conversations that require context, empathy, or decisions that fall outside the standard playbook. There are several topics where shoppers still prefer human support.

Bar chart showing customers prefer human support for order issues (54%), product advice (35%), and returns or refunds (24%).

Successful hybrid systems require continuous iteration, meaning reviewing handover topics, Guidance, and reviewing AI tickets on a weekly basis. 

Discover how leading brands are balancing human and AI systems in Trend #5. 

Where conversational commerce is heading by 2030

The 2026 trends are about expansion and standardization. The 2030 predictions are about what comes next.

Bar chart showing brand expectations by 2030: 89% expect AI voice purchasing, 29% expect AI multilingual support, and 19% expect proactive AI upsells and cross-sells.

Voice-based purchasing is the biggest bet on the horizon. Only 7% of brands currently use voice assistants for commerce, but 89% expect it to be standard by 2030. The vision is a customer who can reorder a product, check their subscription status, or manage a return entirely over the phone.

Proactive AI is the other major shift. Rather than waiting for a customer to reach out, AI will anticipate needs based on browsing behavior, purchase history, and where someone is in their relationship with your brand. Think of it as the digital equivalent of a sales associate who remembers what you bought last time and knows what you're likely to need next.

Explore where ecommerce brands are allocating their AI budgets in the full report. 

Start building your conversational commerce strategy today

The brands winning in 2026 are creating smart, scalable systems where AIhandles volume and humans handle nuance. They’re treating every conversational channel as an opportunity to serve and sell.

The data is clear: AI adoption is accelerating, customer expectations are rising, and the revenue impact of getting this right is measurable.

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

Further reading

Help Scout Features

Help Scout Review 2026: Pros, Cons, and Alternatives

By Julien Marcialis
16 min read.
0 min read . By Julien Marcialis

TL;DR:

  • Help Scout excels at shared inbox management and email-first support, with a clean UI and exceptional customer service (G2 rating 9.1/10)
  • Analytics and multichannel automation lag behind competitors like Gorgias and Zendesk, limiting scalability for high-volume ecommerce teams
  • Pricing is usage-based (per contact) with unlimited users, but advanced features like custom reporting require higher tiers
  • Best for SMBs and SaaS teams prioritizing simplicity over enterprise-scale automation

If you're evaluating Help Scout, you're likely wondering how it stacks up against AI-powered alternatives built for ecommerce. 

We reviewed G2 and Capterra reviews, along with competitive analyses, to answer that question. 

Help Scout remains a strong choice for email-first support teams, but its limited multichannel automation and analytics depth may not serve high-volume ecommerce brands. 

This review covers Help Scout's core strengths, known limitations, and five alternatives that prioritize conversational AI and revenue-driving support. By the end, you'll know whether Help Scout fits your team or if an alternative is the way to go.

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What Help Scout is and what reviewers are saying in 2026

Help Scout is a shared inbox platform built for email-first support teams. It uses a Gmail-like interface instead of numbered tickets, built around three core components: 

  1. Inbox for shared email
  2. Docs for knowledge base, and 
  3. Beacon for an embeddable help widget

G2 reviewers consistently praise its clean UI, collision detection, and saved replies. AI features including Drafts, Summarize, and Assist are included in paid plans at no extra cost.

The consensus: Help Scout delivers on simplicity but sacrifices automation depth and multichannel sophistication. It positions itself as a relationship-building platform rather than a traditional helpdesk without overwhelming configuration. 

Help Scout pros and cons

Pros

  • Ease of use: Reviewers consistently rate Help Scout 4.5+/5 for intuitiveness, with minimal onboarding time required
  • Exceptional support quality: G2 rating of 9.1/10 for customer service, with 24/6 availability and helpful onboarding resources
  • Clean shared inbox: Email-like interface with collision detection, internal notes, and saved replies reduces confusion for new users
  • Beacon widget flexibility: Embeddable Help Center with AI Answers, customizable modes (Self-service, neutral, ask first), and contextual content recommendations
  • AI features included: AI Drafts, AI Summarize, and AI Assist available in paid plans without additional fees (unlike Intercom's paid add-ons)
  • Transparent pricing: Usage-based model with unlimited users avoids per-seat costs as teams grow
  • No-dev migration: Import2 tool migrates data from Zendesk for free for most customers

Cons

  • Limited analytics depth: Peak Support notes inaccuracies in reporting and thread-based ticket counting that inflates resolution metrics. Custom reports are only available in higher tiers
  • Weak multichannel automation: No native social media management (Facebook/Instagram require third-party apps), limited SMS support, no no-code chatbot builder (unlike Tidio or Gorgias)
  • Shopify integration gaps: Basic order lookup available, but no two-way sync, no cart modification, no native revenue attribution (contrast with Gorgias's Shopping Assistant)
  • Workflows missing in mobile app: Efficient App review notes mobile app lacks automation features available on desktop, with planned re-architecture still pending
  • Pricing for advanced features: Custom fields, advanced permissions, and detailed reporting require Plus or Pro tiers ($50-$65 per contact/month)
  • Chat automation constraints: Beacon widget offers AI Answers but lacks the conversation routing and proactive messaging depth of dedicated chat platforms

Help Scout pricing, plans, and value

Help Scout has usage-based pricing, charging per user with unlimited contacts (customers that receive your replies). 

Plan breakdown:

  • Free (5 users): Up to 100 contacts/month, 1 inbox, 1 knowledge base, 2 Beacon widgets, basic workflows
  • Standard ($25/user/month): Unlimited inboxes, unlimited Docs sites, unlimited Beacons, AI features (Drafts, Summarize, Assist), Live Chat, phone support, basic reporting
  • Plus ($45/user/month): Everything in Standard + custom fields, advanced permissions, teams, detailed reporting, productivity reports, custom reporting (limited)
  • Pro ($75/contact/month): Everything in Plus + unlimited custom reporting history, enhanced security (single sign-on (SSO), Security Assertion Markup Language (SAML)), priority support, API rate limit increases

AI features (Drafts, Summarize, Assist) are included in all paid plans at no extra cost, a notable advantage over Intercom's Fin AI (separate add-on pricing) or Zendesk's Advanced AI (requires higher tiers).

Compared to competitors: Help Scout's Standard plan at $25/user is cheaper than Zendesk Suite Team ($55/agent/month) but more expensive than Freshdesk Growth ($18/agent/month). 

The value depends on your contact volume — teams supporting 1,000+ contacts/month may find per-contact pricing less favorable than per-agent models. 

Note: All plans include a 15-day free trial with no credit card required.

Help Scout features at a glance

Jump to a feature:

  • Inbox management
  • Automation
  • Self-service
  • Reporting

Inbox management

Help Scout's shared inbox replaces traditional ticket numbers with conversation threads that look like email. The interface supports:

  • Collision detection: Alerts when another agent is viewing or replying to a conversation, preventing duplicate responses
  • Assignment and routing: Manual assignment or workflows that auto-assign based on tags, mailbox, or customer fields
  • Internal notes: Private notes visible only to your team, clearly separated from customer-facing messages
  • Saved replies: Reusable templates for common questions, with merge fields for personalization
  • Tags and folders: Organize conversations by topic, priority, or team — tags drive automation and reporting
  • Keyboard shortcuts: Navigate conversations, assign tickets, and apply tags without touching your mouse

For ecommerce teams: Inbox management works well for email-dominant workflows but lacks omnichannel depth of the top helpdesk solutions out there.

Automation

Help Scout offers workflows for conditional automation (if/then logic) and AI features to accelerate responses:

  • Workflows: Auto-tag, auto-assign, auto-close, or send auto-replies based on triggers (mailbox, customer field, conversation status, time-based conditions)
  • AI Drafts: Suggests full response drafts based on conversation context and your knowledge base (accuracy varies by complexity)
  • AI Summarize: Generates conversation summaries to quickly catch up on long threads
  • AI Assist: Adjusts tone (formal, friendly, empathetic) and fixes grammar in your draft replies
  • AI Answers chatbot: A conversational AI assistant that answers questions using your knowledge base

Self-service

Help Scout's Docs knowledge base and Beacon widget enable customer self-service:

  • Knowledge base: Unlimited Docs sites with categories, articles, and search — customizable branding and SEO-friendly URLs
  • Beacon widget: Embeddable Help Center with AI Answers (suggests relevant articles based on customer questions), contact forms, and live chat escalation
  • AI Answers: Natural language search that surfaces knowledge base articles contextually as customers type questions in Beacon
  • Article search: Real-time search results as customers navigate your site, with page-specific content recommendations
  • Three Beacon modes: Self-service (articles only), neutral (articles + contact option), ask first (contact form + optional articles)

Competitor comparison: Note that Beacon works for static FAQ content but doesn't integrate with Shopify for dynamic order tracking or personalized product recommendations like Gorgias’s Shopping Assistant.

Reporting

Help Scout provides productivity metrics and customer satisfaction (CSAT) tracking, with known limitations in analytics depth:

  • Productivity reports: First response time, resolution time, replies sent, conversations handled (by team or individual agent)
  • CSAT tracking: Customer satisfaction ratings collected via post-conversation surveys, with trend analysis and filtering
  • Team and user reports: Compare agent performance across response time, volume, and satisfaction metrics
  • Limited custom reporting: Custom report history only available in Plus ($50/contact) and Pro ($65/contact) tiers. Standard plan lacks detailed filtering

Competitor comparison: Custom reporting is less flexible than Zendesk Explore or Gorgias's revenue statistics (which track sales from support, conversion rate, and total sales attributed to support).

Help Scout user experience and ease of use

Reviewers on G2 and Capterra consistently rate Help Scout 4.5+/5 for ease of use, citing the clean conversation view and familiar email-like interface as key strengths. The dashboard prominently surfaces unassigned conversations, with filtering options that update without needing to refresh the page.

UX highlights from user reviews:

  • Conversation view: All customer interactions, notes, and history displayed on a single page — no tab-switching or modal windows
  • Keyboard shortcuts: Power users navigate entirely via keyboard (assign conversations, apply tags, send replies) without touching the mouse
  • Saved replies: Quick insertion of templates with merge fields for personalization, accessible via keyboard shortcuts or search
  • Internal notes clarity: Private notes are visually distinct from customer-facing messages, reducing accidental external sends
  • Draft collision detection: Prevents duplicate work by alerting agents when a teammate is already replying
  • Quick menu: Command palette (Cmd+K or Ctrl+K) for fast navigation to conversations, customers, or settings

Competitor comparison: Help Scout works out-of-the-box with minimal setup, unlike Zendesk, which requires configuration of Views, triggers, and automations before use. New agents typically onboard in under an hour.

Teams familiar with Gmail may experience a brief learning curve around Help Scout's unique terminology, such as conversations vs. tickets, saved replies vs. canned responses.

Help Scout setup, customization, and migration

Help Scout emphasizes no dev support required for setup and migration, contrasting with Zendesk's partner marketplace dependency. The onboarding process involves:

  • Onboarding checklist: Guided setup wizard covers mailbox creation, email forwarding rules, team invites, Beacon installation
  • Branding customization: Upload logo, set colors, customize email templates — no CSS or HTML required for basic styling
  • Single sign-on (SSO) and permissions: SAML-based SSO (Pro tier), role-based permissions, two-factor authentication for security
  • Teams structure: Organize agents into teams with dedicated mailboxes, tags, and workflows (Plus tier and above)

Help Scout is partnered with Import2, allowing users to import their data from another platform for free. Import2 transfers conversations, customers, and attachments while preserving timestamps and agent assignments. The migration typically completes within 48-72 hours.

Setup steps for email forwarding:

  • Create mailbox in Help Scout (e.g., support@yourstore.com)
  • Set up auto-forwarding rule in Gmail/Outlook to forward incoming emails to Help Scout's unique forwarding address
  • Repeat for each team member's inbox (if using multiple forwarding addresses)

Note: Some reviewers find the email forwarding setup time-consuming compared to IMAP-based systems. Initial configuration requires touching each team member's email account.

Help Scout integrations and API

Help Scout offers 80+ native integrations and a REST API for custom connections:

Key integrations for ecommerce teams:

  • Salesforce: Sync customer data, view CRM records in Help Scout sidebar
  • Jira: Create tickets from conversations, track issue resolution
  • HubSpot: Sync contacts, view deal pipelines in conversation sidebar
  • Slack: Receive conversation notifications, reply to customers from Slack channels
  • Zapier: Connect Help Scout to 3,000+ apps via no-code automation
  • Shopify: Basic order lookup in sidebar — no native two-way sync, no cart editing, no revenue attribution

REST API is available on all paid plans, with webhooks for real-time event notifications. Developers can build custom apps using the Beacon SDK (JavaScript API for widget customization) or Chrome extension API (for browser-based integrations).

Competitor comparison: Unlike Gorgias's native Shopify integration (which enables order editing, subscription management, and revenue attribution directly from the helpdesk), Help Scout's Shopify integration requires third-party apps and only surfaces basic order data. Ecommerce teams needing deeper platform integration should evaluate alternatives.

Help Scout mobile app

Help Scout offers mobile apps for iOS and Android, enabling on-the-go replies and basic inbox management:

  • Feature parity: View conversations, send replies, use saved replies, add internal notes, assign conversations
  • Push notifications: Real-time alerts for new conversations, assignments, mentions
  • Offline mode: Draft replies offline, sync when reconnected
  • Missing workflows: Automation features available on desktop are not accessible in mobile app (per Efficient App review)

Reviewers note the mobile app is functional for basic support but lacks the full feature set of the desktop interface. 

Help Scout performance and reliability

Help Scout maintains a 99.99% uptime SLA, with transparent incident reporting via their public status page. The platform has experienced minimal downtime in recent years, with most incidents resolved within 30 minutes.

Performance highlights:

  • Latency: Inbox loads and conversation updates occur in under two seconds for most users
  • Status page: Uptime monitoring and incident history publicly available
  • Incident reporting: Post-mortem reports published for outages, with root cause analysis and prevention measures

Help Scout reporting and analytics

Help Scout provides productivity metrics and CSAT tracking, but reviewers consistently note gaps in custom reporting depth and analytics accuracy.

Reporting categories:

  • Productivity reports: First response time, resolution time, replies sent, conversations closed (by team, user, mailbox, tag)
  • Team and user reports: Compare agent performance across volume, speed, satisfaction metrics
  • CSAT reports: Customer satisfaction ratings with trend analysis, filtering by time period or tag
  • Custom reports: Create filtered views of productivity data (Plus and Pro tiers only) — limited to pre-defined metrics
  • Reporting history: Standard plan: 3 months; Plus plan: 12 months; Pro plan: unlimited

Competitor comparison: Custom reporting lacks the flexibility of Zendesk Explore or Gorgias's revenue statistics, which track sales from support, conversion rate, and total sales attributed to support interactions.

For ecommerce teams prioritizing revenue attribution and custom analytics, Help Scout's reporting may feel limiting compared to alternatives.

Help Scout support and documentation

Help Scout consistently earns praise for support quality, with a G2 rating of 9.1/10 for customer service — higher than Zendesk (8.5/10) and Freshdesk (8.7/10):

Support channels and resources:

  • 24/6 support: Email and Live Chat support available Monday-Saturday (no phone support except for enterprise accounts)
  • Help Center: Comprehensive knowledge base with setup guides, feature documentation, troubleshooting articles
  • Live classes: Regular webinars covering onboarding, best practices, advanced features
  • Onboarding resources: Guided setup wizard, video tutorials, dedicated onboarding specialist for higher-tier plans
  • G2 rating 9.1/10: Users highlight fast response times, helpful agents, thorough documentation

Competitor comparison: Help Scout includes email and chat support for all paid customers, compared to Zendesk which restricts phone support and faster SLAs to enterprise plans. Plus, the Help Scout support team uses Help Scout themselves, demonstrating product expertise and empathy for customer workflows.

Who Help Scout is best for

Help Scout serves SMBs, SaaS support teams, and email-first organizations that prioritize simplicity over enterprise-scale automation:

Ideal for

Not ideal for

SMBs and startups with 5-50 agents managing primarily email support

High-volume ecommerce brands handling 1,000+ tickets/day across multiple channels

SaaS support teams needing shared inbox and knowledge base without Zendesk's complexity

Data-driven teams requiring revenue attribution, custom reporting, and advanced analytics

Email-first organizations where 70%+ of inquiries arrive via email with limited social or SMS volume

Enterprise organizations needing complex routing, SLA management, and multi-brand support

If you're running a high-volume ecommerce operation with multichannel support needs, the next section compares Help Scout to AI-powered alternatives purpose-built for online retail.

Help Scout vs AI-powered alternatives: Side-by-side comparison

The table below compares Help Scout to five alternatives prioritizing AI automation, multichannel support, and ecommerce integrations. Gorgias (highlighted) is purpose-built for ecommerce, with native Shopify sync and conversational commerce features Help Scout lacks.

Platform

Pricing Model

AI Automation

Multichannel Support

Ecommerce Integrations

Analytics Depth

Best For

Help Scout Per user, unlimited users AI Drafts, AI Summarize, AI Assist (agent-reviewed) Email, chat (Beacon), phone (third-party) Shopify (basic, third-party app) Productivity metrics, CSAT (limited custom reporting) SMBs, SaaS, email-first teams
Gorgias Per ticket (50–3,000+) AI Agent (autonomous), Shopping Assistant, automation Rules, Macros Email, chat, SMS, social (unified inbox) Shopify (native two-way sync), BigCommerce, Magento Revenue statistics, conversion tracking, custom reports Ecommerce brands, Shopify merchants, high-volume support
Zendesk Per agent (Suite tiers) Advanced AI (higher tiers), bots, triggers Email, chat, phone, social, messaging Shopify (Marketplace app), 1,000+ integrations Zendesk Explore (custom dashboards, advanced analytics) Enterprises, complex routing, multi-brand
Intercom Per seat + Fin AI add-on Fin AI (paid add-on), Resolution Bot, product tours Chat, email, in-app messaging Shopify (basic), HubSpot, Salesforce Custom reports, conversation analytics Product-led growth, chat-first SaaS
Freshdesk Per agent (tiered) Freddy AI (basic), canned responses, automations Email, chat, phone, social Shopify (Marketplace), Zapier integrations Analytics dashboard, custom reports (higher tiers) Budget-conscious SMBs, ticketing-focused teams
Tidio Per operator + Lyro AI add-on Lyro AI (conversational chatbot), triggers, automations Chat, email, Messenger, Instagram Shopify (native), WooCommerce, BigCommerce Basic analytics, Lyro conversation insights Small ecommerce stores, chat-first support

Best Help Scout alternatives for ecommerce (ranked)

We ranked these alternatives based on AI automation depth, multichannel support, ecommerce platform integration, and total cost of ownership for high-volume online retailers. Gorgias tops the list as the only platform purpose-built for ecommerce conversational commerce.

1. Gorgias

Gorgias is an ecommerce-first helpdesk that treats customer support as a revenue channel, not a cost center. Unlike Help Scout's shared inbox model, Gorgias unifies all customer interactions in a single thread per customer, with native Shopify sync that enables order editing, subscription management, and revenue attribution directly from the helpdesk.

The platform's AI Agent autonomously resolves common ecommerce questions without agent intervention, handling 20-60% of repetitive inquiries for brands like Obvi and Steve Madden. Its Shopping Assistant combines live chat with product recommendations, enabling customers to browse, ask questions, and complete purchases without leaving the conversation.

Compared to Help Scout's agent-reviewed AI Drafts, Gorgias's AI Agent takes action automatically — canceling orders, updating addresses, processing returns — based on your store's policies. 

Main features:

  • AI Agent: Autonomous resolution of order tracking, returns, exchanges, policy questions (learns from your store data)
  • Shopping Assistant: Conversational commerce widget with product catalog integration, personalized recommendations, checkout
  • Shopify integration: Native integration enabling order editing, refunds, subscription management, customer data sync
  • Omnichannel inbox: Unified view of email, chat, SMS, Facebook, Instagram, phone — all conversations threaded per customer
  • Rules and Macros: Conditional workflows for auto-tagging, auto-assignment, auto-close, templated responses with merge fields
  • Revenue statistics: Track sales from support, conversion rate, total sales attributed to support, revenue per agent

Ideal for:

  • Ecommerce brands handling 500+ tickets/day across multiple channels
  • Shopify, BigCommerce, Magento merchants needing native platform sync
  • High-volume support teams prioritizing automation and revenue attribution
  • Direct-to-consumer brands treating support as a competitive advantage

Pricing:

  • Starter ($10/month): 50 tickets/month, 3 users, basic integrations, email support
  • Basic ($60/month): 300 tickets/month, automation Rules, AI Agent (limited), multichannel support
  • Pro ($360/month): 2,000 tickets/month, full AI Agent, Shopping Assistant, revenue statistics, priority support
  • Advanced ($900/month): 5,000 tickets/month, advanced analytics, dedicated account manager
  • Enterprise (custom): Unlimited tickets, personalized onboarding, SLA guarantees, custom integrations

Are you a Help Scout user looking to switch? Join Gorgias's buyout program to get full access to premium features and migrate your data with dedicated support.

2. Zendesk

Zendesk Suite is the enterprise standard for helpdesk software, offering deep customization, advanced routing, SLA management, and multi-brand support. It serves Fortune 500 companies and high-complexity support operations that Help Scout's simplicity can't accommodate.

The platform provides granular control over ticket workflows, with triggers, automations, and macros that power sophisticated routing rules. Zendesk Explore (analytics) offers custom dashboards and historical trend analysis that far exceed Help Scout's reporting depth. However, this power comes with complexity — new users often require days or weeks of training, and implementation typically involves Zendesk partners or internal developers.

Compared to Help Scout: Zendesk is overkill for small teams but necessary for enterprises managing multiple brands, languages, and SLA tiers across thousands of agents.

Main features:

  • Omnichannel ticketing (email, chat, phone, social, messaging)
  • Advanced AI and bots (higher tiers)
  • Zendesk Explore (custom analytics dashboards)
  • SLA management and business rules
  • Multi-brand support and agent permissions
  • Marketplace with 1,000+ integrations

Ideal for:

  • Enterprises with 100+ agents and complex routing needs
  • Multi-brand organizations requiring separate support workflows
  • Teams needing SLA management, custom analytics, advanced reporting
  • Organizations with dedicated IT resources for implementation and maintenance

Pricing:

  • Suite Team ($55/agent/month): Email, chat, phone, basic automations, standard analytics
  • Suite Growth ($89/agent/month): Advanced AI, custom roles, multilingual support, SLA management
  • Suite Professional ($115/agent/month): Advanced analytics (Explore), custom dashboards, HIPAA compliance
  • Suite Enterprise (custom): Unlimited custom objects, advanced AI, dedicated support, volume discounts

3. Intercom

Intercom is a chat-first platform designed for product-led growth companies that prioritize in-app messaging, product tours, and proactive engagement. It's ideal for SaaS teams supporting logged-in users but less suited for ecommerce brands managing anonymous shoppers across email, SMS, and social.

The platform's Resolution Bot and Fin AI (paid add-on) handle common questions conversationally, with escalation to human agents when needed. Product tours and targeted messages drive onboarding and feature adoption — use cases Help Scout doesn't address. However, Intercom's pricing is among the highest in the category, with seat-based fees plus separate charges for Fin AI.

Compared to Help Scout: Intercom offers deeper product engagement tools but costs 2-3x more and focuses on chat over email.

Main features:

  • Chat-first inbox with in-app messaging
  • Fin AI chatbot (paid add-on, $0.99 per resolution)
  • Product tours and targeted messages
  • Resolution Bot for common questions
  • Customer data platform (profiles, segments, events)
  • Custom bots and workflows

Ideal for:

  • SaaS companies prioritizing in-app support and onboarding
  • Product-led growth teams using support for feature adoption
  • Chat-first support models with logged-in users
  • Teams with budget for premium AI features

Pricing:

  • Starter ($74/seat/month): Chat, email, basic automation, Help Center
  • Pro ($395/seat/month): Product tours, custom bots, advanced reporting, A/B testing
  • Premium (custom): Fin AI, custom objects, advanced permissions, dedicated support
  • Fin AI add-on: $0.99 per AI-resolved conversation (separate from seat pricing)

4. Freshdesk

Freshdesk is an affordable ticketing system for budget-conscious SMBs that need multichannel support without enterprise pricing. It offers email, chat, phone, and social in a single platform, with basic AI (Freddy AI) and automations included at lower price points than Zendesk or Help Scout.

The platform's strength is value — teams get essential ticketing features (assignment, SLA, canned responses, reporting) starting at $15/agent/month. However, support quality and product polish lag Help Scout's highly-rated customer service and clean interface. Reviewers note Freddy AI is less sophisticated than Gorgias's AI Agent or Intercom's Fin, handling only simple keyword-based routing.

Compared to Help Scout: Freshdesk is cheaper but sacrifices support quality, ease of use, and AI sophistication.

Main features:

  • Ticketing system with email, chat, phone, social
  • Freddy AI (basic keyword matching and suggested responses)
  • Canned responses and automations
  • Knowledge base and Self-service portal
  • Team inbox and collision detection
  • SLA management and escalation

Ideal for:

  • Budget-conscious SMBs needing basic ticketing features
  • Teams prioritizing affordability over advanced AI or support quality
  • Organizations comfortable with a do-it-yourself setup and limited vendor support
  • Ticketing-focused workflows (not conversational commerce)

Pricing:

  • Free: 10 agents, email ticketing, basic knowledge base
  • Growth ($15/agent/month): Automations, SLA, canned responses, collision detection
  • Pro ($49/agent/month): Custom roles, time tracking, CSAT surveys, custom reports
  • Enterprise ($79/agent/month): Advanced AI, custom objects, sandbox, audit logs

5. Tidio

Tidio is a chat-first platform for small ecommerce stores, with Lyro AI (conversational chatbot) and native Shopify integration. It's designed for solo operators and teams under 10 agents who want automated chat support without Help Scout's email-focused complexity.

Lyro AI handles common ecommerce questions (order tracking, return policies, product questions) conversationally, with accuracy comparable to Gorgias's AI Agent for basic scenarios. The platform integrates natively with Shopify, WooCommerce, and BigCommerce, displaying order data in the chat widget. However, Tidio lacks the omnichannel depth, automation Rules, and revenue analytics of Gorgias — it's a chat widget, not a full helpdesk.

Compared to Help Scout: Tidio is cheaper and easier to set up but limited to chat and basic email (no phone, SMS, or advanced social integrations).

Main features:

  • Lyro AI chatbot (conversational, handles common ecommerce questions)
  • Chat widget with Shopify, WooCommerce, BigCommerce integration
  • Email ticketing (basic)
  • Facebook Messenger and Instagram integration
  • Triggers and automations (chat-based)
  • Basic analytics and Lyro conversation insights

Ideal for:

  • Small ecommerce stores (under 500 tickets/month)
  • Solo operators or teams under 5 agents
  • Chat-first support models with limited email volume
  • Budget-conscious stores needing basic AI automation

Pricing:

  • Free: 50 conversations/month, 3 operators, basic chat widget
  • Starter ($29/month): Unlimited conversations, email integration, chat triggers
  • Growth ($59/month): 5 operators, Lyro AI (add-on), advanced triggers, analytics
  • Lyro AI add-on ($39/month): Conversational chatbot, separate from base pricing
  • Plus (custom): Unlimited operators, priority support, dedicated account manager

Verdict: Help Scout is best for email-first teams

Help Scout suits small teams handling email support primarily. But weak multichannel automation, shallow Shopify integration, and no revenue attribution may create more work for support teams.

Ecommerce brands that want more should consider Gorgias. Its AI Agent autonomously resolves up to 60% of repetitive tickets, Shopping Assistant enables product discovery and checkout within conversations, and native Shopify sync offers two-way order management Help Scout can't match.

Book a demo to see how Gorgias works with your store's data, or join the buyout program to migrate from Help Scout with full access to premium features.

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Integration: Loop Returns

Loop X Gorgias: The Key To Reducing Return-Related Questions

By Billy McClennan
2 min read.
0 min read . By Billy McClennan

You might be assuming that there’s really nothing you can do to change this outside of overworking your team, or hiring more people.

This is completely normal, but there’s no need to panic. That’s because with Gorgias you can now integrate Loop in your ecommerce store. In case you’re wondering, Loop is an on-demand portal that allows customers to get the product they want, with less support touchpoints. 

Using Loop, there are many ways you can reduce one of the biggest and more time-consuming support-related requests… returns. Plus, they do this while still giving your customers a seamless experience. 

So, let’s dive in.

What’s the problem?

Did you know that 40% of support tickets are order related, with 5% being about returns? It might not seem like something worth looking into, or too problematic, but it is. 

Though these customers returning items do deserve a great level of customer care (everyone does), it’s not the most valuable way to actually use your support team’s skills. 

Why? Glad you asked.

There’s already a lack of resources

It’s always good to remember that your support team is juggling a lot more than you think because there’s so many different types of requests that come through. One of those requests that takes a lot of time is, you guessed it, return requests. While these are important, they don’t exactly require a human touch since they’re very straightforward and focus heavily on process. 

If your support team isn’t able to address other requests in a timely manner, that could mean losing new customers or returning ones because of those support tickets. 

Luckily, return-requests can be easily automated.

Customers want to control their returns

It may come as a surprise to hear that your customers don’t actually want a high touch support experience for returns from your team. They actually want to be the ones to choose where and when they want to engage with support teams. 

Since customers want a more on-demand experience when it comes to returns and something that happens fast, automation doesn’t hurt in these scenarios since it can be quick. 

What’s the solution? Enter Loop.

loopreturns.com

Bringing Loop and Gorgias together for a seamless customer experience that saves your team time is like a dream come true. 

But how exactly, can this address the issues we’ve been discussing?

First off, this partnership will allow your support team to use that extra time in valuable ways that make sense and benefit the business. For example, focusing more on new customers, shipping issues and more.

Secondly, it benefits your customers since it allows them to take control of their returns and do things on their own time. This makes it more seamless and makes them feel like the return process is easier than ever. 

Loop Returns widget in Gorgias helpdesk

Using both Loop and Gorgias together will create a better environment all around, decreasing stress both within your support team and customers so that your team can focus on conversions instead of returns.

Whether you’ve been looking for a way to reduce your support requests related to returns, or if it’s something new on your radar, it’s worth thinking about. Thankfully, you can sign up for a free 7-day trial with Gorgias and add in the Loop integration to see just how much time it can save.

Zendesk Pricing

Zendesk Pricing in 2026: Plans, Add-Ons, and If It's Worth It

By Gorgias Team
6 min read.
0 min read . By Gorgias Team

TL;DR:

  • Zendesk uses per-agent pricing with plans ranging from $19 USD to $169 USD per agent/month depending on channels and features
  • Support plans cover ticketing only, while Suite plans bundle chat, voice, messaging, and Help Center
  • Add-ons for AI, workforce management, and security cost $25-50/agent/month each and compound across your team
  • True costs often exceed advertised rates due to implementation fees, training, and required add-ons
  • Transparent alternatives exist for ecommerce brands that need simpler pricing and built-in features

Zendesk's pricing starts at $19/agent/month for basic ticketing and scales to $169/agent/month for enterprise omnichannel support. But advertised rates rarely tell the full story, as add-ons and implementation costs push total ownership higher.

This guide breaks down Zendesk's plan tiers and true costs so you can budget accurately. We'll also show you where transparent, ecommerce-focused alternatives might be a better fit.

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Zendesk pricing overview (2026)

Zendesk uses per-agent pricing across 2 main product lines: Support (ticketing only) and Suite (omnichannel). Plans range from $19 to $169/agent/month depending on features and channels.

Each person on your support team needs a paid seat. As you hire, your software costs scale directly with headcount. This means a 10-person team pays 10 times what a single agent pays, and a 50-person team pays 50 times that amount.

Annual billing saves roughly 20% compared to monthly. For example, Suite Team costs $55/agent/month annually versus $69/agent/month on monthly billing. The model itself is straightforward:

  • Per-agent seat licensing
  • Tiered feature access
  • Annual billing discounts
  • Separate add-on costs

Support vs Suite: what's included

Support plans focus on ticketing for email and social channels (X, Facebook). They lack phone, chat, and Help Center capabilities.

Suite plans bundle ticketing with live chat, voice, messaging, and a self-service help center. This is Zendesk's omnichannel option.

Choose Support if you only need email ticketing. Choose Suite if customers contact you across multiple channels.

Per-agent, monthly vs annual billing

Per-agent pricing means your bill grows with your team. A 10-person team on Suite Professional pays $1,150/month. A 50-person team pays $5,750/month. Understanding the marginal cost of customer service becomes critical at this scale.

Annual billing reduces costs by roughly 20%. Suite Team drops from $69/month to $55/month per agent. Monthly billing costs more but lets you test Zendesk before committing. Useful for seasonal hiring or pilot programs.

Zendesk Customer Service plans and pricing

Customer Service plans provide ticketing, automation, and reporting for email and social channels. They're Zendesk's entry point but lack phone, chat, and Help Center.

Support Team

Price: $19/agent/month (annual) or $25/agent/month (monthly)

Features:

  • Email and social channel ticketing (X, Facebook)
  • Basic automation Rules
  • Pre-built integrations
  • Standard reporting
  • AI included

No phone, chat, or Help Center. Best for very small teams handling email only.

Suite Team

Price: $55/agent/month (annual) or $69/agent/month (monthly)

  • Email and social channel ticketing (X, Facebook)
  • Basic automation Rules
  • Pre-built integrations
  • Standard reporting
  • AI included

No phone, chat, or Help Center. Best for very small teams handling email only.

Support Professional

Price: $115/agent/month (annual) or $149/agent/month (monthly)

Features:

  • Multilingual support
  • Service level agreements (SLAs) and business hours
  • Customer satisfaction (CSAT) surveys
  • Advanced reporting
  • AI included

Still lacks voice and chat channels. Requires Suite upgrade for omnichannel.

Support Enterprise

Price: $169/agent/month (annual) or $219/agent/month (monthly)

Features:

  • Skills-based routing
  • Custom agent roles
  • Contextual workspaces
  • Sandbox for testing
  • AI included

Maximum Support tier but still email-focused. Consider Suite for full channel coverage.

Zendesk Employee Service pricing breakdown

Employee Service plans include ticketing plus live chat, voice, messaging, and a help center in one package. These plans are designed for scaling teams.

Each tier includes a set number of Help Centers (1, 5, or 300). Multi-brand businesses may hit this limit.

Suite Team

Price: $29/agent/month (annual) or $39/agent/month (monthly)

Features:

  • All Support Team features
  • Live Chat and messaging
  • Voice (phone support)
  • 1 Help Center
  • Basic AI agents
  • Social channels
  • AI included

Single Help Center limits multi-brand setups. Basic AI only.

Suite Growth

Price: $59/agent/month (annual) or $79/agent/month (monthly)

Features:

  • Self-service customer portal
  • Multiple ticket forms
  • Multilingual support
  • SLAs
  • AI included

Still limited to basic AI. Advanced AI requires $50/agent/month add-on.

Suite Professional

Price: $115/agent/month (annual) or $149/agent/month (monthly)

Features:

  • Community forums
  • Health Insurance Portability and Accountability Act (HIPAA) compliance
  • Skills-based routing
  • Advanced analytics
  • Up to 5 Help Centers
  • AI included

Good for mid-market but still requires add-ons for full AI capabilities.

Suite Enterprise

Price: Hidden, must speak to sales for a quote

Features:

  • Custom agent roles
  • Sandbox environment
  • Advanced AI with content cues
  • Dynamic workspaces
  • Up to 300 Help Centers
  • AI included

Highest tier but add-ons still required for full AI, WFM, and security features.

Zendesk add-ons and AI pricing

Base plans don't include all AI and specialized features. Add-ons cost $25-50/agent/month each and compound quickly across your team.

A 10-agent team adding Advanced AI ($50) and WFM ($25) pays an extra $750/month beyond base plan costs.

Copilot

Price: $50/agent/month

  • AI Copilot for agent assistance
  • Intelligent ticket triage
  • Smart routing
  • Generative AI responses

Must purchase for all agents. No selective assignment.

Example: 10 agents = $500/month additional cost

Quality Assurance

Price: $35/agent/month for conversation analysis, agent coaching, and performance tracking

Available across all plan tiers. Useful for larger teams managing schedules and quality.

Workforce Management

Price: $25/agent/month for scheduling, forecasting, and capacity planning

Available across all plan tiers. Useful for larger teams managing schedules and quality.

Advanced Data Privacy and Protection

Price: $50/agent/month

Available across all plan tiers. Useful for larger teams managing schedules and quality.

  • Advanced encryption
  • Data masking and redaction
  • Custom retention policies
  • Enhanced compliance features

Ideal for regulated industries like healthcare and finance.

Contact Center

Price: $50/agent/month

Powered by Amazon Connect, this add-on allows teams to manage calls, contacts, recordings, and transcriptions.

The real cost of Zendesk (TCO)

Advertised prices rarely reflect the true cost. Implementation, training, and add-ons push total cost of ownership higher. This ultimately impacts your customer service return on investment (ROI).

Hidden costs include:

  • Implementation services ($5,000-20,000)
  • Training and onboarding ($1,500-5,000)
  • Multi-brand instances (separate accounts)
  • Add-on stack ($75-150/agent/month)

Small team (5 agents): Starts with Suite Team ($55/agent/month = $275/month). Adds Advanced AI ($50/agent) for holiday rush. Total jumps to $525/month, nearly double.

Mid-market team (20 agents): Needs Suite Professional ($115/agent) plus AI ($50) and WFM ($25). Total: $3,800/month or $45,600/year.

Enterprise (50 agents): Full add-on stack (Suite Enterprise $169 + AI $50 + WFM $25 + QA $35 + Data Privacy $50). Total: $329/agent/month or $197,400/year.

Zendesk pricing by team size

Optimal plan varies by team size, channel needs, and budget. Here's what makes sense for different segments.

Small teams (1-10 agents)

Recommended: Support Team ($19/agent) if email-only. Suite Team ($55/agent) if you need chat or phone.

Considerations:

  • Limited budget makes add-ons costly
  • Simple workflows fit entry tiers
  • May outgrow quickly as business scales

Mid-market (10-50 agents)

Recommended: Suite Professional ($115/agent) for omnichannel, SLAs, and analytics

Considerations:

  • Need for customization and reporting
  • Multi-brand support may require multiple instances
  • AI add-ons push costs toward $150-200/agent/month

Enterprise (50+ agents)

Recommended: Suite Enterprise ($169/agent) with full add-on stack

Considerations:

  • Customization and security requirements
  • Add-ons (AI, WFM, QA, Data Privacy) add $100-150/agent/month
  • Total cost often exceeds $300/agent/month

Zendesk vs alternatives

Zendesk's per-agent pricing with add-ons can exceed alternatives that include more features in base plans.

Freshdesk starts at $15/agent/month with omnichannel included. Transparent pricing, no hidden add-ons.

HappyFox starts at $29/agent/month with unlimited agents on higher tiers. Better for scaling teams.

Kustomer uses session-based pricing instead of per-agent. Better for high-volume, lower-complexity support.

Ecommerce brands often choose Gorgias for Shopify-native features, transparent pricing, and included AI capabilities without per-agent add-ons.

Pricing models compared:

  • Per-agent (Zendesk, Freshdesk, HappyFox)
  • Session-based (Kustomer)
  • Unlimited agents (HappyFox higher tiers)
  • Included AI (Gorgias)

Final verdict on Zendesk pricing

When Zendesk makes sense:

  • Enterprise scale with budget for add-ons
  • Complex multi-brand requirements
  • Need for extensive customization and security

When to consider alternatives:

  • Cost-sensitive growing teams
  • Ecommerce-specific workflows
  • Preference for transparent, all-inclusive pricing

Zendesk's pricing works for large organizations with complex needs and dedicated budgets. But the per-agent model with mandatory add-ons pushes total costs higher than many teams expect. For ecommerce brands, platforms built specifically for online retail often deliver better value with clearer pricing.

Still looking for a helpdesk? See how Gorgias delivers transparent pricing and ecommerce-specific features. Book a demo.

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Zendesk Alternatives

Zendesk Alternatives: 20 Best Picks for CX Teams (Ranked)

By Gorgias Team
min read.
0 min read . By Gorgias Team

TL;DR:

  • Why teams switch from Zendesk: Costs climb quickly with per-agent pricing and AI fees, setup takes weeks, and support responsiveness often falls short of expectations.
  • Who Zendesk is actually good for: Large enterprises with dedicated admins, technical resources, and budgets that can absorb higher costs and longer implementation times.
  • Top Zendesk alternatives by use case: Gorgias (ecommerce), Freshdesk/Help Scout (SMBs), Intercom/HubSpot (SaaS), and Jira Service Management (IT teams).
  • Key differences to watch: Alternatives often offer faster setup, built-in ecommerce workflows, 24/7 support, and more predictable AI pricing models.
  • What to consider before switching: Evaluate total cost (including AI and setup), your team size and growth, workflow needs, and how quickly you need to get up and running.

Most teams searching for Zendesk alternatives have already hit one of three walls: a bill that keeps climbing, a setup that never feels finished, or a support ticket to Zendesk that went nowhere.

Zendesk's base pricing is just the start. AI features come with per-resolution fees of $1.50-$2.00 that seem small until you're handling thousands of tickets a month. A busy support team can easily spend twice what comparable alternatives cost once those fees stack up. Others aren't leaving over cost at all: they need ecommerce workflows Zendesk doesn't support natively, or they want a tool their agents can use without six weeks of setup.

This guide ranks 20 Zendesk alternatives based on pricing, AI cost transparency, setup time, and ecommerce fit.

Best Zendesk alternatives by team type

The right Zendesk alternative depends on your team type. Here's a quick breakdown before we dive into the full reviews.

Team Type

Recommended Alternative

Starting Price

Ecommerce brands

Gorgias

$10/month

Small teams & startups

Help Scout

$25/user/month

SMBs wanting full features

Freshdesk

$15/user/month

Budget-conscious teams

Zoho Desk

$23/user/month

SaaS companies

Intercom

$29/user/month

HubSpot users

HubSpot Service Hub

$90/user/month

High-volume ecommerce

Kustomer

Custom pricing

Collaborative teams

Front

$25/user/month

Enterprise on Salesforce

Salesforce Service Cloud

$25/user/month

IT & DevOps teams

Jira Service Management

$19/user/month

Why companies seek Zendesk alternatives

Zendesk built its reputation on robust ticketing, extensive integrations, and enterprise-grade reliability. But as the platform has evolved, three friction points have driven teams to evaluate alternatives: escalating costs with unpredictable AI fees, administrative complexity requiring dedicated expertise, and support responsiveness that doesn't match premium pricing.

Total cost and AI add-on fees

Zendesk's per-agent pricing starts at $55 USD/user/month (Suite Team) and reaches $115 USD/user/month (Suite Professional), but the base cost is only the beginning. AI features require separate add-ons priced at $50/agent/month plus $1.50-$2.00 per resolution. For a 50-agent team with moderate AI usage (3,000 resolutions/month), total monthly cost reaches $8,900 compared to alternatives at $3,000-$5,000/month.

There are more additional costs. Training programs often exceed $2,000, consultant fees for setup run $150-$300/hour, and Premier Support adds 20-35% of your annual contract value with floor minimums that price out smaller teams.

Time-to-value

One Reddit user noted, "It took me 3-4 weeks to learn Zendesk, another 3 weeks to build our workflows, plus a full week migrating data. I could've launched two other tools in that time."

Zendesk's complexity demands technical expertise for triggers, automations, and workflow configuration. Teams report setup timeframes of six to eight weeks compared to alternatives: Help Scout (hours), Gorgias (minutes for basic setup), Freshdesk (one to three days). This time gap translates directly to delayed productivity and dependency on external consultants or dedicated admins.

Support responsiveness & SLAs

Zendesk doesn't offer 24/7 support on any tier, including the highest plans. Premier Support, available as an add-on at 20-35% of annual contract value, still falls short of competitor standards. G2 reviews consistently mention bot-first chat support and difficulty reaching human agents for technical troubleshooting.

Alternatives like Gorgias and Help Scout include 24/7 support on base plans without add-on fees, with faster response times and higher satisfaction scores.

Channel coverage

Zendesk fragments customer conversations: tickets live in Zendesk while order details, purchase history, and product catalogs remain in separate systems. Support agents manually switch between platforms to process refunds, cancel orders, or view customer lifetime value.

Ecommerce needs

Ecommerce-focused alternatives like Gorgias and Kustomer embed order context directly in ticket view, enabling agents to issue refunds, modify subscriptions, and recommend products without leaving the conversation. This reduces handle time and improves personalization for product-driven support inquiries.

How we evaluated Zendesk alternatives

We assessed 20 platforms across five core criteria, prioritizing pricing transparency, ecommerce depth, AI cost predictability, setup speed, and reporting flexibility. Tools with "pricing upon request" scored lower on transparency. Here's how we weighted each factor:

Pricing & TCO

We evaluated base pricing (per-agent vs flat/unlimited models), AI add-ons (per-resolution vs included), setup/training costs (consultant fees, onboarding programs), and migration fees. Platforms requiring custom quotes or hiding AI costs behind sales calls ranked lower for transparency. We calculated total cost of ownership over 12 months for a 20-agent team to enable apples-to-apples comparison.

Omnichannel & ecommerce depth

We assessed coverage across email, chat, social (Facebook, Instagram, Twitter/X), SMS, and voice channels. For ecommerce fit, we tested integrations with Shopify, BigCommerce, and WooCommerce, checking whether platforms enable order management actions (refunds, cancellations, edits) within the helpdesk interface. We also reviewed customer data sidebars for visibility into order history, lifetime value, and past interactions.

AI billing model

We compared AI pricing structures: flat per-agent (predictable monthly cost), per-resolution (variable cost tied to usage), and session-based (charged per conversation initiated). We tested AI accuracy on common support queries (WISMO, returns, and cancellations), measured deflection rates, and evaluated escalation logic. Platforms with transparent, predictable AI costs scored higher.

Setup speed

We measured time from signup to first live ticket, categorizing platforms as hours, days, or weeks. We assessed whether implementation requires consultants or supports self-implementation by non-technical users. We evaluated the agent learning curve using G2 ease-of-use scores and the availability of onboarding resources like templates, guides, and training modules.

Reporting & SLAs

We tested real-time dashboard availability, custom report building without SQL/coding, and SLA configuration flexibility (per-channel, per-tag, per-VIP tier). We also checked scheduled report delivery, data export options, and API access for custom analytics workflows.

The shortlist: Top 10 Zendesk alternatives, compared

Tool

Starting Price

AI Pricing Model

Setup Time

Best For

G2 Rating

Gorgias

$10/month

Flat (included)

Minutes

Ecommerce brands

4.6/5 ⭐

Freshdesk

$15/user/month

Session-based

1-3 days

SMBs

4.4/5 ⭐

Help Scout

$25/user/month

Per-resolution ($0.75)

Hours

Small teams

4.4/5 ⭐

Intercom

$29/user/month

Per-resolution ($0.99)

1-2 days

SaaS startups

4.5/5 ⭐

HubSpot Service Hub

$90/user/month

Included (Pro+)

3-5 days

HubSpot users

4.4/5 ⭐

Zoho Desk

$23/user/month

Included (Zia AI)

2-4 days

Zoho ecosystem

4.4/5 ⭐

Kustomer

Custom pricing

Flat per-agent

2-4 weeks

High-volume ecommerce

4.4/5 ⭐

Front

$25/user/month

Add-on ($20/user)

Hours

Collaborative teams

4.7/5 ⭐

LiveAgent

$9/user/month

Included

1-2 days

Budget-conscious SMBs

4.5/5 ⭐

HappyFox

$24/user/month

Flat add-on ($14/agent)

Hours

IT/operations teams

4.5/5 ⭐

The full list: All 20 Zendesk alternatives

Gorgias

Gorgias is a conversational commerce platform built for ecommerce brands. Unlike general-purpose helpdesks, Gorgias embeds Shopify order data, product catalogs, and customer purchase history directly into every ticket. Support agents can issue refunds, cancel orders, and recommend products without leaving the conversation.

Best for: Shopify and BigCommerce merchants who need order management actions within their helpdesk, AI that can execute real support workflows (not just answer questions), and a platform that drives revenue through personalized product recommendations.

Limitations: Not ideal for non-ecommerce businesses or teams requiring ITSM/ITIL workflows.

Key features:

  • Shopify order actions (refund, cancel, edit) within ticket view
  • AI Agent with pre-built ecommerce actions (WISMO, returns, cancellations)
  • Revenue tracking per conversation
  • Product recommendation engine
  • Omnichannel inbox (email, chat, SMS, social, voice)

Pricing: From $10/month; AI Agent included on all plans with flat pricing (no per-resolution fees)

G2 rating: 4.6/5 ⭐

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Freshdesk

Freshdesk is an all-in-one helpdesk offering ticket management, automation, and omnichannel support at a lower price point than Zendesk. Freshdesk is known for its easy setup and clean interface, which reduces agent training time.

Best for: Small to mid-market teams wanting Zendesk-like features without the complexity or cost.

Limitations: Advanced AI and reporting features require higher-tier plans; session-based AI billing can become unpredictable at volume.

Key features:

  • Parent-child ticketing for complex issues
  • Freddy AI assistant (intent detection, suggested replies)
  • Proactive messaging across email, WhatsApp, SMS
  • Unified workspace with customer context

Pricing: Free plan available; paid plans from $15/user/month; Freddy AI: 500 sessions free, then $49/100 sessions

G2 rating: 4.4/5 ⭐

Help Scout

Help Scout is a shared inbox platform designed for teams who want support to feel personal, not transactional. Every interaction looks like a regular email, and the interface is so intuitive that most teams are productive within hours.

Best for: Teams of 5-15 agents where brand voice and relationship quality matter more than advanced automation.

Limitations: Limited automation depth; not built for high-volume operations or multi-department ITSM needs.

Key features:

  • Shared inbox with collision detection
  • Beacon widget (Live Chat + Help Center)
  • AI Answers ($0.75/resolution)
  • HIPAA compliance option

Pricing: Free plan available; Standard from $25/user/month

G2 rating: 4.4/5 ⭐

Intercom

Intercom is a messaging-first platform that combines live chat, AI chatbots, and proactive outbound campaigns. Fin AI resolves up to 50% of inquiries by pulling from your knowledge base and past conversations.

Best for: SaaS companies needing AI-driven deflection and in-app messaging for onboarding and support.

Limitations: Costs can escalate quickly with seat charges plus per-resolution AI fees; less flexible for traditional ticketing workflows.

Key features:

  • Fin AI chatbot with 50% resolution rate
  • Proactive messaging and product tours
  • AI Copilot for agent assistance
  • Custom reporting with advanced filters

Pricing: From $29/user/month; Fin AI at $0.99/resolution

G2 rating: 4.5/5 ⭐

HubSpot Service Hub

HubSpot Service Hub integrates natively with HubSpot CRM, giving support agents access to full customer context including sales interactions, marketing engagement, and deal history. It's best for teams already using HubSpot across their stack.

Best for: Organizations using HubSpot CRM across sales and marketing who want unified customer data without manual syncing.

Limitations: Costs increase quickly as you scale; outside the HubSpot ecosystem, equivalent features are available at lower cost elsewhere.

Key features:

  • Native CRM integration with shared customer records
  • Customer portal for self-service
  • Conversation intelligence (call recording and analysis)
  • Customer success workspace with health scores

Pricing: Free plan available; Professional from $90/seat/month

G2 rating: 4.4/5 ⭐

Zoho Desk

Zoho Desk is one of the most affordable Zendesk alternatives, offering workflow automation, AI assistance (Zia), and omnichannel support at a fraction of the cost. It's particularly strong for teams already using Zoho CRM or other Zoho products.

Best for: Budget-conscious teams in the Zoho ecosystem who need robust automation without enterprise pricing.

Limitations: Interface can feel cluttered; advanced automation and reporting require Professional plan or higher.

Key features:

  • Workflow automation with customizable rules
  • Direct Zoho CRM integration
  • Zia AI for sentiment analysis and ticket tagging
  • Round-robin assignment (Professional plan+)

Pricing: Free plan available; Professional from $23/user/month

G2 rating: 4.4/5 ⭐

Kustomer

Kustomer is a CRM-powered helpdesk that unifies customer data from every touchpoint into a single timeline view. It's designed for high-volume support teams that need deep customer context and advanced automation.

Best for: Ecommerce and subscription businesses with complex customer journeys requiring unified data across support, sales, and marketing.

Limitations: No transparent pricing published; requires demo and custom quote; can be overkill for smaller teams.

Key features:

  • Unified customer timeline across all channels
  • AI-driven automation and routing
  • Customizable dashboards
  • Omnichannel support (email, chat, SMS, social, voice)

Pricing: Pricing upon request

G2 rating: 4.4/5 ⭐

Front

Front transforms your inbox into a collaborative workspace where teams can assign conversations, leave internal notes, and work together on customer replies in real time. It's built for teams where email is the primary support channel.

Best for: Customer success and account management teams where collaboration depth and shared email ownership matter more than traditional ticketing.

Limitations: Not ideal for high-volume ticketing or structured SLA enforcement; AI features require separate add-ons.

Key features:

  • Shared inbox with collaborative drafting
  • Internal comments and task assignment
  • AI Copilot ($20/user/month add-on)
  • Workflow automation

Pricing: From $25/user/month; AI add-ons priced separately

G2 rating: 4.7/5 ⭐

LiveAgent

LiveAgent is a full-featured helpdesk with particular strength in live chat and call center support. Unlike many competitors, AI features are included across all plans without extra fees.

Best for: SMBs where live chat and phone are primary channels and budget is a constraint.

Limitations: Dated UI; mobile app and analytics customization lag behind modern competitors.

Key features:

  • Live chat with proactive triggers
  • Built-in call center with IVR
  • Social media integration (Facebook, Instagram, Twitter, WhatsApp)
  • AI included at no extra cost

Pricing: From $9/user/month

G2 rating: 4.5/5 ⭐

HappyFox

HappyFox blends traditional helpdesk features with ITSM-lite capabilities like asset tracking and change management. It's known for quick setup (often under an hour) and a low learning curve.

Best for: Mid-market IT and operations teams needing structured workflows without full ITIL complexity.

Limitations: No free plan; total costs can add up as you scale; limited for highly customized workflows.

Key features:

  • Workflow automation and SLA management
  • Task management with reusable templates
  • Knowledge base with multilingual support
  • Free in-app training module

Pricing: From $24/user/month

G2 rating: 4.5/5 ⭐

Jira Service Management

Jira Service Management is built for IT and DevOps teams who need tight integration between support tickets and engineering work. Bugs reported through support can be linked directly to Jira Software without switching tools.

Best for: IT and engineering teams in the Atlassian ecosystem needing ITIL-aligned incident and change management.

Limitations: Steeper learning curve for non-technical teams; more complex than necessary for customer-facing support.

Key features:

  • ITIL-aligned service desk
  • Direct integration with Jira Software and Confluence
  • Asset and configuration management
  • Customizable SLA management

Pricing: Free plan available; Standard from $19.04/agent/month

G2 rating: 4.4/5 ⭐

ServiceNow CSM

ServiceNow Customer Service Management is an enterprise-grade platform offering advanced workflow automation, AI-powered routing, and deep customization. It's typically deployed by large organizations with dedicated ServiceNow administrators.

Best for: Global enterprises with complex service operations requiring extensive customization and ITIL compliance.

Limitations: Requires significant implementation effort (often 3+ months); expensive; overkill for most mid-market teams.

Key features:

  • Advanced workflow automation
  • Predictive intelligence and AI routing
  • Omnichannel support
  • Integration with ServiceNow ITSM suite

Pricing: Pricing upon request

G2 rating: 4.2/5 ⭐

SolarWinds Service Desk

SolarWinds Service Desk is a cloud-based ITSM solution designed for IT teams managing internal service requests, incidents, and asset tracking. It follows ITIL best practices and integrates with SolarWinds' broader IT management suite.

Best for: IT departments needing a dedicated service desk for internal ticketing and asset management.

Limitations: Not designed for customer-facing support; limited omnichannel capabilities.

Key features:

  • ITIL-based incident and change management
  • Asset discovery and tracking
  • Self-service portal
  • SLA management

Pricing: From $39/month

G2 rating: 4.4/5 ⭐

Kayako

Kayako differentiates through customer journey tracking, showing agents the full history of a customer's page visits, past conversations, and interactions before responding. It's designed for teams where personalized, context-aware service matters more than ticket volume throughput.

Best for: Mid-sized teams focused on real-time chat and personalized service delivery.

Limitations: Limited integrations; can feel limiting as operations scale.

Key features:

  • Customer journey tracking across all interactions
  • Omnichannel inbox management
  • Self-service knowledge base
  • Real-time visitor monitoring

Pricing: $79/month flat (Kayako One); AI add-on at $1/resolved ticket

G2 rating: 4.0/5 ⭐

Groove

Groove is a lightweight shared inbox that mirrors the feel of an email client, making it extremely easy for small teams to adopt. It includes the core essentials (shared inbox, ticketing, automation) without overwhelming users with unnecessary features.

Best for: Startups and small businesses (under 15 agents) that want a complete helpdesk without complexity.

Limitations: Basic reporting and filtering; limited scalability for high-volume operations; fewer integrations than larger platforms.

Key features:

  • Shared inbox with internal notes
  • Automation rules and smart folders
  • AI assistance for reply drafting
  • Knowledge base

Pricing: From $24/user/month

G2 rating: 4.6/5 ⭐

Salesforce Service Cloud

Salesforce Service Cloud is the enterprise option for organizations already running Salesforce CRM who need unified data across support, sales, and marketing. It offers the deepest CRM integration in this comparison but requires dedicated Salesforce administrators to manage.

Best for: Global enterprises with existing Salesforce infrastructure needing unified customer data and advanced customization.

Limitations: Expensive ($25,000-$100,000+ in professional services for implementation); steep learning curve; not practical without dedicated admins.

Key features:

  • Einstein AI for case classification and routing
  • Full Salesforce CRM data integration
  • Omni-channel routing
  • Customizable dashboards and advanced analytics

Pricing: Starter Suite from $25/user/month; Professional from $80/user/month; Einstein Bots from $75/user/month add-on

G2 rating: 4.4/5 ⭐

The real cost of Zendesk vs. its alternatives

Published pricing is just the starting point — here's what you actually need to budget for.

How agent count affects your bill

Most platforms charge per-agent pricing: cost multiplies with every new hire. This model works for stable teams but becomes expensive as you scale. Flat or unlimited pricing — like HappyFox and some Zoho Desk plans — charges a fixed monthly cost regardless of agent count.

Worth calculating: HappyFox unlimited at $1,999/month vs. Zendesk Suite Professional at $115/agent/month hits breakeven at 18 agents. Above that threshold, unlimited pricing saves money. Below it, per-agent costs less.

How AI pricing models differ

AI pricing varies widely across platforms:

  • Flat per-agent: Gorgias (included), HappyFox ($14/agent/month)
  • Per-resolution: Zendesk ($1.50–$2.00), Intercom ($0.99), Help Scout ($0.75)
  • Session-based: Freshdesk ($49/100 sessions)

For 3,000 AI resolutions/month, Zendesk's resolution fees alone run $4,500–$6,000. Per-resolution and session-based models create budget risk as usage scales — flat-rate AI eliminates that variability.

Hidden costs to factor in

  • Implementation: Zendesk often requires consultants at $150–$300/hour. Alternatives like Help Scout and Gorgias support self-implementation in hours to days.
  • Training: Zendesk training courses exceed $2,000. Many alternatives include free onboarding (HappyFox, LiveAgent).
  • Migration: Data export, field mapping, and re-importing historical tickets can require 40–80 hours of work. Some vendors (Gorgias, Freshdesk) offer assisted migration at no additional cost.

Calculate total first-year cost including base pricing, AI fees, setup, training, and migration to compare true TCO.

When a Zendesk alternative makes sense

Not every team needs to switch. Zendesk works well for large enterprises with dedicated support ops teams, technical expertise in-house, and budgets that accommodate premium pricing. But specific triggers make alternatives worth evaluating.

Your team is growing fast

Per-agent pricing compounds as teams scale. Adding 10 agents on Zendesk Suite Professional costs an additional $13,800/year, while alternatives like Zoho Desk ($23/agent) or Freshdesk ($15-19/agent) reduce that same expansion to $1,800-$2,280/year. HappyFox offers unlimited agent plans at flat monthly rates, eliminating per-agent costs entirely.

When to switch: If you're planning to add 5+ agents in the next 6 months, calculate total cost over 12 months across platforms. The savings typically justify migration effort.

You sell online

Zendesk doesn't natively support Shopify order actions, forcing agents to toggle between platforms. Customer data lives separately from tickets, creating friction for order-related inquiries (WISMO, returns, cancellations). Ecommerce-focused alternatives like Gorgias and Kustomer embed order actions and product recommendations directly in ticket view, reducing handle time and improving personalization.

When to switch: If support agents spend more than 30% of their time on order-related inquiries, or if you need revenue tracking per conversation, ecommerce-first platforms deliver measurable efficiency gains.

Your tickets are mostly internal IT requests

CX and internal IT support (ITSM) require different workflows. CX prioritizes omnichannel coverage, conversation history, and personalization. ITSM demands asset tracking, change management, and ITIL compliance. Zendesk bridges both but excels at neither.

When to switch: If more than 80% of tickets are internal IT requests requiring asset tracking or ITIL workflows, ITSM-focused alternatives like Jira Service Management or SolarWinds offer better fit at lower cost.

Which Zendesk alternative is right for you?

The best Zendesk alternative depends on your team size, use case, and budget. Here's a quick guide before you commit:

  • Ecommerce brands on Shopify or BigCommerce → Gorgias
  • SaaS companies → Intercom or HubSpot Service Hub
  • Enterprises running Salesforce → Salesforce Service Cloud
  • IT teams handling internal ticketing → Jira Service Management or SolarWinds
  • SMBs wanting simple setup → Help Scout or Freshdesk

Take advantage of free trials and demos. The fastest way to evaluate a platform is to run a real support workflow through it. And look beyond base pricing: AI fees, setup costs, and migration time all affect your first-year total.

Switching from Zendesk to Gorgias? Explore our buyout program for full access to Gorgias features at no initial cost, or book a demo to see it in action.

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BigCommerce API

What Can You Do With All Those BigCommerce API Calls?

By Lucas Walker
4 min read.
0 min read . By Lucas Walker

A quick look into BigCommece, and you'll quickly see one of the main advantages about

As eCommerce-Aholic says in their YouTube video: 5 reasons to choose BigCommerce over Shopify, when deciding whether a SaaS ecommerce platform is right for you, you have to consider APIs.

What does this mean for you?

Because more often than not, you don’t have access to the underlying code fuelling your ecommerce website. 

This is where APIs come into their own.

In short, API stands for 'Application Programming Interface.' This enables two apps to communicate with each other. As such, this is what allows you to extend the overall functionality of your chosen ecommerce platform.

With that in mind, let’s delve into this subject a little deeper. 

BigCommerce APIs

BigCommerce's API coverage is incredibly impressive. As is the number of API calls that BigCommerce can process per second. In fact, it can handle 100 times more API calls per second than Shopify Plus! 

Shopify limits you to just two API requests a second, or four API per second if you’re a Shopify Plus user. Whereas BigCommerce can handle a whopping 400 API calls per second!

How Often Will You Need to Hit an API Call?

Let’s take synchronizing your entire stock list with BigCommerce’s Catalog API as an example. This API enables you to integrate your BigCommerce store with your POS and multiple online sales channels...so that you can handle everything from a single platform. Needless to say, this makes selling on popular third-party platforms like Amazon, Walmart (Jet), Wayfair, Best Buy, Houz, etc. a breeze!

So, suppose you’re running a large enterprise and have thousands of items to synchronize (or have tons of different product options). In that case, 25,000 products could take over four hours to sync on Shopify! Whereas, with BigCommerce, that same volume of merchants would take around a minute. 

Following this same logic, if you're syncing multiple systems with your ecommerce store, you’ll be thankful that BigCommerce handles so many API calls per second. After all, there are only so many hours in the day!

The biggest perk?

But, that isn't the best thing about BigCommerce's APIs. In fact, it's the real-time information your shipping and logistics partners feedback to your store that's of the most value. 

Of course, this also has a knock-on effect on the quality of your customer support. Slow and unreliable API calls adversely impact your store's inventory levels and shipping updates for customers.

BigCommerce's API can sync inventory across multiple locations including warehouses and instore.

‍Customer Support

While we're on the topic of customer service, just think of the kind of high-quality customer support you could provide, using one of your many APIs to connect your BigCommerce store with Gorgias. 

You'll be able to offer all the following at lightning speed:

  • Real-time live chat (you can even trigger automatic live chat campaigns depending on your visitor's web page).
  • Centralize customer communications - social media, email, phone, etc. You can answer all pending support tickets from the convenience of one dashboard.
  • You can create template answers to respond faster to FAQs - just write your response once and save it as a macro. Then you'll be able to reuse it automatically.
  • Utilize machine learning to detect what customers will ask - shipping updates, refunds, exchanges, etc. Then, you can send laser-targeted automated responses to proactively answer their questions. 

How to Utilize API Calls

On top of the obvious benefits listed above, you can also use BigCommerce's API points to create mobile apps using data retrieved from your online store. Not only does this make app development much easier, but ultimately, it'll also provide a seamless experience for the end-user. Win-win!

For the sake of ease, we've listed some of the different kinds of BigCommerce APIs you can use and how they could benefit your online store. Hopefully, this provides some much-needed inspiration for making the most out of your abundance of APIs.

Storefront APIs: This enables you to manage customer carts and checkouts (from the client's side and your back end). For instance, you can add products to a shopper’s cart, gather and display customer order info, update billing addresses, and erase current e-shopping trolleys. 

GraphQL Storefront API: Similar to above, you can also use this API to access your customer's product info and modify customer details and orders. But more unique to this API, you can build frontend apps. This permits you full control over the look and feel of your brand. 

Scripts API: You can insert any scripts for analytics, single-click apps, live chat, support plugins, and theme extensions for any apps or integrations you’ve downloaded, so you'll no longer have to manually paste code into your control panel.

Widgets API: Here, you can create modular blocks of content to reuse wherever you want. Similarly, you can also develop tools to empower non-techy users to manage your content. Trust us, your team will thank you for not making them go to the trouble of modifying the theme files.

Payments API: As its name so aptly suggests, this API facilitates the acceptance of customer payments. You can create custom checkouts either using a Server-to-Server Checkout API Orders endpoint or via the V2 Orders endpoint.

Getting Started with BigCommerce APIs 

First off, you need to obtain the API credentials.

From there, you can experiment with your APIs using BigCommerce's in-built 'Request Runner.' Here, you just copy and paste your store_hash, client_id ID, and access_token. 

Then once you've done that, hit 'Send.'

Alternatively, you can use the REST Client extension to make API requests, using the Visual Studio Code. Once you've installed this extension, you'll need to create a new file called BigCommerce.http. 

Then you'll need to paste the following:

@ACCESS_TOKEN = your_access_token

@CLIENT_ID = your_client_id

@STORE_HASH = your_store_hash

###

GET https://api.bigcommerce.com/stores/{{STORE_HASH}}/v3/catalog/products

X-Auth-Token: {{ACCESS_TOKEN}}

X-Auth-Client: {{CLIENT_ID}}

Content-Type: application/json

Accept: application/json

Now, hit 'Save.' 

This should trigger a 'send request' link to display above GET. Click 'send request,' and the API response will appear in a split window.

There are other ways to start using BigCommerce APIs, but we don't have time to go through them all in this article. Hopefully, this has been enough to help steer you in the right direction. For more information, take a look at BigCommerce’s API documentation

Are You Ready to Start Using BigCommerce?

We hope having read this article, you have a better idea of what you could achieve with BigCommerce's generous API allowance. The BigCommerce API lets you sync inventory across channels, and locations, connect to apps, and offer exceptional customer support. How have you used the BigCommerce API?

Black Friday vs Buy Nothing Day

Black Friday vs. Buy Nothing Day

By Frederik Nielsen
7 min read.
0 min read . By Frederik Nielsen

For most retailers, Black Friday is the busiest and most profitable day of the year. However, not everyone is into shopping on Black Friday. Every year, more and more activists are protesting the consumer culture by celebrating ‘Buy Nothing Day.’

Never heard about it? Although the anti-consumerism celebration has been gaining traction in the last couple of years, it’s still not well-known among the general public.

How did we come to this point? That’s what we’ll learn today.

You’ll find out:                      

  • A short history of Black Friday
  • What’s Buy Nothing Day All About
  • Black Friday vs. Buy Nothing Day

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The History of Black Friday

As high-speed Internet spread across the planet so did Black Friday. What initially started as a mall craze has evolved in an online phenomenon. But do you know how Black Friday started? When and where did it happen and how did it spread?

How Black Friday Started

The holiday got started in the early-50s, in Philadelphia. The term was used to describe the heavy traffic on the day after Thanksgiving when hordes of tourists and suburbanites would storm the city in advance of the annual Army-Navy football game. 

While we don’t know for certain, the term “Black Friday” was possibly coined by the members of the Philadelphia police department to describe the shoplifting, traffic jams, and general mayhem. Yes, Black Friday incidents are nothing new.

Even though retailers tried to change its name to “Big Friday” during the late 60s in an effort to avoid the negative connotations, the original name persevered. In the mid-80s, marketers started using the term in connection to “being in the black” after a financially bad year. 

Cyber Black Friday, Cyber Monday, and Black November

Black Friday sales became commonplace across the United States, in the early 90s. By the mid-2000s, online shopping started gaining traction. In 2008, online shoppers spent $534 million on Black Friday

During the same period, Cyber Monday got its start. The holiday took off when the staff at Shop.org noticed a 77% increase in online sales on Monday after the Black Friday weekend. Since Cyber Monday was so successful, some of the largest store chains in the US, like Walmart and Amazon merged the two into a single shopping weekend

Soon after, retailers started creating different spin-offs of the Black Friday/Cyber Monday weekend. For example, the day after Black Friday is called Small Business Saturday. That’s why some retailers now celebrate Black November all month long. 

Image Source: Statista

Pros and Cons of Black Friday

Last year, retailers from all over the world saw more than 93 million people shopping online, during the Black Friday weekend. While a huge number of people are looking forward to the holiday, there are some that aren’t as nearly excited. 

The holiday has its positive and negative sides. Some of the Black Friday pros include:

  • Most consumers are able to save a lot of money on great deals
  • Retailers are able to make a good percentage of their yearly revenue during BFCM
  • It’s great for the economy; 30% of retail sales happen between BFCM and Christmas 

Of course, we need to take into consideration Black Friday cons as well:

  • People tend to overspend during BFCM and buy things they wouldn’t otherwise
  • Some retailers that artificially heighten their prices in the weeks leading up to BFCM
  • Some small businesses can’t compete with large discounts offered by large chains  

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The History of Nothing Day

Not all people see Black Friday as a great opportunity to buy that 40-inch smart TV for a fraction of its price. Some see it as nothing more than a decadent celebration of commercialism. That’s why some people opt to celebrate Buy Nothing Day.

Never heard of Buy Nothing Day before? You’re not alone. A lot of people haven’t. But don’t worry, we’re here to explain everything… 

How Nothing Day Started

Now, Buy Nothing Day is actually nothing new. The anti-holiday was originally thought out by a Canadian artist by the name of Ted Dave way back in 1992. His anti-shopping campaign started gaining steam once it got picked up by the non-profit magazine, Adbusters.

According to the official Adbusters website, the day is meant for ordinary consumers to re-examine their spending habits and take a look at the “issue of overconsumption.” 

During the 90s and 00s, this anti-holiday was mainly “celebrated” in the US and Canada, but in the last couple of years, thanks to the Internet, it reached a worldwide audience. While it’s certainly not popular as Black Friday, it’s slowly catching on.

How is Buy Nothing Day Celebrated

Seeing how Buy Nothing Day is still new, it’s no wonder that different people celebrate it in different ways. However, over the last decade, certain traditions have developed. Here a few universal ways in which people celebrate Buy Nothing Day:

  • Cutting Up Credit Cards: This is perhaps the most extreme way in which people celebrate Buy Nothing Day. Some consumers gather in front of shopping malls on Black Friday to cut up their credit cards in protest of consumerism. 
  • Starting Whirly Marts: Another “on-location” way to celebrate Buy Nothing Day is to take a shopping cart and create a long -conga-like line around the mall. As you might’ve guessed, the shopping carts are traditionally empty. 
  • Taking Buy Nothing Hikes: A less confrontational way to celebrate it is to ignore the stores and shoppers completely and go for a group hike. This allows people to leave the stress-filled spending day behind them and enjoy nature. 
Image Source: YouTube

Pros and Cons of Buy Nothing Day

People who are preoccupied with the negative aspects of commercialism are obviously more likely to participate in the Buy Nothing Day celebration. But just like its consumerism-celebrating counterpart, Buy Nothing Day has its negative and positive sides.

Let’s go over the positive aspects first:

  • It encourages people to think about how much money they’re needlessly spending
  • Also, it helps consumers control the urge to buy things compulsively and spend wisely  
  • Finally, it shows that your personal happiness doesn’t revolve around material objects

Nothing is perfect and Buy Nothing Day isn’t the exception. Here are some negative aspects:

  • Not overspending for a single day doesn’t mean you won’t do it for the rest of the year
  • Consumerism drives a country’s economy, so it’s not always the most sustainable protest. 
  • Not shopping for a single day won’t prevent consumerism on a large scale 

Black Friday vs. Buy Nothing Day

As a retailer, are you wondering if you should be worried? Can Buy Nothing Day turn some of your customers against you, destroy your relationship, and hurt your sales? Let’s see how the BFCM weekend will stack up against Buy Nothing Day in 2020. 

The Emergence of the Conscious Shopper

Consumers have become more conscious in recent years. They’re more worried about global problems than ever before, and they would like the companies they’re dealing with to share their concerns. 

But if overspending in rampant consumerism is such a problem, why isn’t Buy Nothing Day bigger? You have to remember that the day is competing with well-established holidays. Also, Black Friday backlash has been much more noticeable outside the US.

For example, just last year in France, protesters gathered in an attempt to block an Amazon warehouse in the suburbs of Paris. In other European countries, lawmakers are considering banning Black Friday altogether, due to the negative environmental impact.

Make Black Friday Green Again

Speaking of France, a collective known as MFGA (Make Friday Green Again) recently formed in the country, in order to help the citizens become more conscious about their consumption. More than 450 brands signed up to support the MFGA initiative in 2019. 

Faguo, the organization behind the movement is inviting consumers to drop unwanted clothing items into their stores and encouraging consumers to take part in their tree-planting campaign. 

The #OptOutside Campaign 

In the United States, REI, an outdoor-gear manufacturing company is doing its part to slow-down overconsumption during the BFCM weekend. On Black Friday, the REI officials close all of their stores, give their employees a paid day off, and encourage people to go outside for a walk, hike, or a campaign trip. 

Their Opt Outside campaign not only helps their consumers become more physically active and financially responsible, but also spreads awareness about their values. The fact that the healthy activities they promote are what their products are made for is not a coincidence.  

Buy Nothing Day vs Ecommerce

Will Black Friday sales suffer from Buy Nothing Day? Not really. While some will choose to ignore the BFCM weekend, most people are either not aware of Buy Nothing Day or don’t feel like they have any trouble controlling their spending. 

Large stores probably won’t feel any consequences. However, their small-to-midsize counterparts might feel the hit. 

Around 60% of all online spending during BFCM goes to a dozen or so large retailers. None of them will feel the impact of Buy Nothing Day. The rest of the money goes to thousands of small stores. They’re the ones that could potentially feel the hit. 

How to Do Your Part

Should you be concerned about Buy Nothing Day? Yes and no. On one hand, you have to be aware that as a small business owner, you can’t afford to lose any customers. On the other, it’s not likely that many of your customers will choose Black Friday to ignore you. 

There’s a simple solution if you feel like Buy Nothing Day may be a problem. To get the younger, socially-aware crowd on your side, you just have to show them that you care. 

You can use your website to encourage people to spend more time outdoors or promote a good cause. Take DoneGood for example. In 2018, the Boston-based ecommerce website donated Black Friday revenue to the RAINN foundation.   

Looking Beyond Black Friday 2020

It took nearly 50 years for Black Friday to become a worldwide phenomenon. Although information travels fast nowadays, it’s not realistic to expect for Buy Nothing Day to become a large-scale protest against consumerism any time soon. 

When done right, Black Friday can be a great day for both retailers and shoppers. If you’re a store owner and you want to make it great for your customers, here’s what you need to do:

One thing is certain: your customers should always come first. You need to show them that you share their values, respect their concerns, and that you’re ready to take that extra step to keep them satisfied. And you can’t do that without a good helpdesk. 

With Gorgias helpdesk, you can attend to your customers, establish, and nurture relationships with ease. 

Go ahead, sign up for Gorgias, get your 15-day free trial, and see your customer satisfaction rates skyrocket.

Ecommerce Fundraising

The Ultimate Guide to Raising Funds for Ecommerce Brands

By Rohan Kapoor
13 min read.
0 min read . By Rohan Kapoor

As many of you already know, Gorgias has spilled their blood, sweat, and tears into creating the best customer support platform on the market. 

BUT...

We want to provide our customers with more.

More value. More possibilities. And, most importantly, more opportunities to grow and scale your online business. 

...Enter our new show Vested Interest

Like Shark Tank and Dragons Den, Gorgias is partnering with venture capital companies, including Greycroft, Swiftarc, and Rosecliff. You guessed it...successful applicants have the chance to pitch investors and receive valued feedback and advice. Pitching helps brands boost their profile, and may even lead to a second conversation with an investor.

So, in honor of our exciting new initiative, in this blog post, we're delving into ecommerce fundraising in more detail. More specifically, what it is, why you should consider it, and how to raise those all-important funds to transform your business dream into reality.

Does that sound good to you? Fab! Continue reading to find out more...

What's Business Fundraising?

First things first, we want to clarify what ecommerce fundraising actually is. In short, it's the process online merchants take to secure the funds they need to launch and/or grow their ecommerce businesses.

Traditionally, business fundraising was associated with start-ups, brick and mortar stores, and scaling companies to reach new heights.

But, fast forward to today, more and more DTC brand owners and online merchants are also leveraging capital to launch and/or expand their business. 

And there's no reason you can't do the same. 

Of course, there are several ways to raise business capital, but some of the more popular routes include:

  • Venture capital
  • Crowdfunding
  • Angel investors
  • Taking out a bank loan
  • Equity investors
  • Revenue-based financing

As we've just said, there are plenty of other fundraising avenues, but for the purposes of this article, we're focusing on these. 

What are the Different Business Fundraising Options?

Let's explore the options above in a little more detail...

Angel Investors 

Seeking funds from an angel investor(s) might be the ideal option if you're running a small ecommerce brand that's generating steady profits. I.e., without external funding, you're doing okay. Still, to take your business to the next level, you need a cash injection. 

This is where an “angel” investor might come in handy.  

Typically speaking, angel investors are wealthy people, or groups, who pool their know-how, research, and resources to provide promising start-ups capital. 

Generally, angel investors give companies some sort of financial assistance in exchange for either convertible debt (i.e., the promise of converting part (or all) of the loan into common shares, at some point in the future) or ownership equity.

Usually, you'll approach an angel investor with a pitch outlining who your business is, how much money you want to secure, and what you hope to achieve with their finances. 

As the size of angel investments substantially varies (usually anywhere under $50,000 to over $500,000), you'll have to prove how you'll provide reliable results. You need to show investors why your business is worth their time, and more importantly, money. After all, it stands to reason, if you can prove your brand will go the distance, the safer bet you are for them to invest in. 

Then, after your initial meeting(s) with the angel investor(s), they'll typically go away and conduct their own research, ask you questions, etc. to help determine whether your proposition is a good fit with their investment portfolio. 

Crowdfunding 

In short, crowdfunding is where a wider pool of small-time investors assist a company during its earlier stages. As crowdfunding is typically used to accumulate funds to launch, these businesses often have a minimal (if any) track record of their profits. As such, this fundraising method is ideal for those with a killer business idea, without the financial forecasts to wow angel investors, banks, or venture capital firms.   

There are tons of crowdfunding sites online. For instance:

These are just a few of the many online crowdfunding platforms on the web. But, the ones above are a great starting point - here, you can get your brand and business plan in front of loads of people actively looking to invest in fledgling businesses. 

How to Run a Successful Crowdfunding Campaign

Crowdfunding relies on your ability to inspire trust and enthusiasm in your audience. Show them you've done your research and are prepared to put their money to good use. This means breaking up your estimated costs and demonstrating where the money will go. For instance, how much is allocated to production, how much on design? Showing you understand your costs improves your credibility. 

Whatever crowdfunding platform you choose to use, post regular updates, and answer questions. Show the community that's building around your idea that you care for their involvement. Investing in a crowdfunding project can be daunting, some investors might fear that you won’t come through. So, demonstrate from the start that you're reliable and fully invested in putting their worries at bay. 

Last but not least, make sure your crowdfunding campaign is well presented. Where possible, use high-quality graphics and video content. Proofread your proposal, ensuring all the info is shown in a way that's logical and easy-to-read. Get friends and family to check over your campaign description for you. Professionalism goes a long way in inspiring the confidence of potential investors!

Venture Capital Investors

Securing investment from venture capital firms like Greycroft, Swiftarc, and Rosecliff, is (usually) better suited to larger online enterprises. For the uninitiated, 'venture capital' is a form of private equity and financing that investors provide businesses with long-term growth potential. 

Entrepreneurs typically secure this kind of financing from affluent investors or investment banks. But, it's worth noting that venture capital doesn't always take a monetary form. Venture capital can also be provided as technical or managerial expertise. 

As investments go, plowing money into an ecommerce business is one of the riskier options. But, the potential for above-average returns is enticing, so we're seeing more and more investors adding online brands to their investment portfolio. 

However, the main drawback for brand owners is that investors usually get equity in the company. As such, you'll give up the luxury of having full control over your business's operation. You don't need us to tell you that this a big deal. So, take your time weighing up the pros and cons of any investment agreement before signing the dotted line!

Equity Investors

Equity investors do precisely what they say on the tin. They're people who provide companies with financial investment in exchange for a share of the business's ownership.

Generally, equity investors don't get a guaranteed return on their investment. But, should the company be liquidated, the equity investor will get a share of the assets (as stipulated in your contract). 

Unsurprisingly, as equity investment is a riskier option for investors, they often expect to receive certain benefits to offset these risks. For instance, your investment agreement might stipulate that their initial investment is paid back within a specific time frame. Then, afterward, it's common for investors to be paid a pre-agreed share of the profits once you've paid back their initial investment.

Alternatively, (or as well as) equity investors can receive stock shares. Of course, stocks rise and fall depending on the market. So, again their return on investment isn't set in stone. But, the investor has the luxury of selling their stocks on the stock market or via other trading platforms, whenever they feel like it. So, be sure to bear that in mind while you're drafting up your agreement. 

Securing a Business Loan From a Bank

Of course, the more traditional route for securing funding is to apply for a small business loan with a bank or other reputable lending institution. 

If this is an avenue you're considering, you'll want to know why business loans get rejected to increase the likelihood of securing your requested funds. 

Interestingly, the most common reason cited for why business loans are rejected is 'risk.' This is why thoroughly preparing before meeting to discuss (or applying) for a potential loan is imperative. You want to do your utmost to show you’re ‘low risk.’

Part of this planning phase will be gathering the below details and documents:

  • Your personal credit history
  • Your business plan
  • The workability of the business you're launching/expanding
  • Your experience
  • Your education

As you go about creating your business plan, focus on explaining why the small business loan you're asking for is a low-risk proposition. Be sure to carefully assess how much money you need and why. Outline how you'll spend these funds, and how the loan will specifically help you launch and/or grow your business.

Be prepared to explain how you'll designate every dollar you've asked for, with specific reference to your business's following aspects:

  • Business operations (employees, software, marketing, utilities, etc.)
  • Physical assets (equipment, office space, warehousing, etc.)
  • Consolidating loans to pay off business debts.

You'll also need to explain how you'll repay the loan through your financial statements and cash flow projections. This should highlight to the potential lender that you're able to repay them over a set amount of time.

Revenue-Based Financing

Revenue-based financing is sometimes referred to as royalty-based financing, so don't let the interchangeable terminology confuse you. Both terms mean exactly the same thing!

In short, revenue-based financing is a method businesses use to raise capital from investors. In turn, the investors receive a percentage of the company's regular gross revenue until a pre-set amount is paid (in exchange for their original investment). Typically, this sum is three to five times the initial investment. Companies like Clearbanc charge a flat fee for their capital. Uncapped is also another fantastic example of a revenue-based financing company. 

Essentially, organizations offering revenue-based financing use data-driven methods to provide ecommerce companies with funding. Capital is typically spent on online marketing and inventory.  The best thing about this kind of arrangement for the entrepreneur is that there aren’t any credit checks, personal guarantees, warrants, or covenants involved.

Why Should You Leverage Investors to Build my Ecommerce Business?

Whether you're leveraging angel investors, an equity investor, or the help of a venture capital firm, there's one significant advantage. 

These kinds of investments are (usually) nowhere near as risky as taking out a bank loan. Unlike a loan, (depending on the contract you have with your investor(s)), invested capital doesn't typically have to be paid back if your business flops. 

Plus, most experienced investors understand that they're playing the long game. So, there isn't quite as much pressure to make quick decisions and turn high profits immediately. 

Why Shouldn't You Leverage Investors to Build an Ecommerce Business?

If you don't like the idea of losing some (or even complete) control of your business, then seeking the support of investors might not be the best option for you. Often investors become part-owners of your company, so depending on their share, there's a good chance they'll have a say about how you run your business. On top of that, should you ever sell your business, they'll also receive a portion of the profits.

How to Best Raise Capital to Fund an Ecommerce Brand 

For this section of the blog post, we're mainly focusing on angel, venture capital, and equity investors. 

When it comes to raising capital to fund an ecommerce brand, there are specific times in the business cycle when you're more likely to secure funding. 

Yes, your best bet is to seek investment when you're actually ready to grow your business. But, securing financing, especially from an angel investor, can take roughly six months to a year. 

So, it's advisable to start contacting and pitching investors roughly 12 months before you actually need the funds to boost your business to its next phase. 

Not only will this increase the likelihood of securing funding for when you actually need it, but for every failed pitch (yes, sadly, there will be failures), you'll benefit from those all-important pointers. 

The more investors you talk with, the more apparent it becomes what investors want to see from your company and your business plan before they're happy to invest. 

With this info to hand, you're then in a better position to adapt your business (and your pitch), to meet the needs of investors, when you actually need the funding. 

How do you strike up a Relationship with a Potential Investor?

Typically, you'll kickstart your relationship with an investor by presenting a business plan. Do your utmost to wow them from the get-go, so they'll only be telephone a call away when you need capital. 

As we've just said, if you're preemptively pitching investors before your business is fully investor-ready, the investor will probably point you in the right direction. 

You can then go away and mull over this information and make the necessary changes to increase the chance of them investing in your business in the future. 

What Can You do to Prepare your Business for Investment?

The best thing to do is to write a full business plan. The most important thing for lenders is what they'll get from the arrangement. As we've already hinted at, you'll want to highlight your expected financial projections. This serves as much-needed bait for enticing investors into funding your business.  

We talked about business plans a bit earlier. However, they're essential to securing funding, so we're delving a bit deeper into creating a killer business plan (of course, this advice also applies if you're considering a bank loan)...

Here are a few tips:

  • Keep your business plan as concise and to the point as possible. Just focus on what the reader needs to know. 
  • Thoroughly proofread your business plan - you can use Grammarly to help you weed out and fix any typos. 
  • Use charts to help illustrate your points, visuals are often helpful aids. 
  • Include any extra info in an appendix, for instance:
  • Financial forecasts 
  • Market research and data to back up your proposal
  • The resumes and credentials for all your key team members.
  • Any product/service literature that explains what you're bringing to the market. 

Don't be tempted to be overly optimistic about where your profit forecasts are concerned. Yes, this might up your chances of securing the desired finances. Still, in the long run, you're more likely to suffer from a cash flow crisis and damage your management credibility. Put simply, it's not worth it - stick to the truth. 

Also, ensure your business plan looks as professional as possible. Show the lenders you're taking their investment seriously! So, put a cover on it, include a contents page complete with page numbering, and kickstart your proposal with an executive summary. 

For those unsure what an executive summary is, it's just a condensed synopsis of the key points covered in your business. The reader's digest version if you will. 

On top of that, you'll also want to highlight the following details:

  • How your business runs, including a breakdown of your organizational structure and all the stakeholders' roles and responsibilities.
  • Your brand identity - who you are, your brand story, your goals, mission, aims, etc. 
  • A detailed report of your target market (this should include any weaknesses in your competitors’ products/operations you'll capitalize on). 

Other Tips for Securing Investment

As you go about creating your pitch, familiarize yourself with your audience. You want to know your potential lenders inside out and back to front to tailor your pitch accordingly. 

Yes, specific metrics (like your current profits and profit forecasts) lay the framework for any pitch. Still, you'll need to tailor your core messaging to appeal to each investor's needs. 

The key takeaway: Do your homework and modify your presentation accordingly. 

Last but not least, remember business financing is a process. It's likely you'll have to divide your financing objectives into two to three rounds. Securing funds for your business when it's brand-new, (and all risk), and has very little revenue behind it, is more of a challenge. 

So, when you first start out, you're unlikely to obtain all the money you need to launch and scale your business. But, once you have a working prototype and a loyal customer base, you'll take away some of the risks, and as such, you'll probably secure more funds. Prepare for this in advance by dividing your business's growth into specific sections that you raise funds for accordingly. 

How Much Can Ecommerce Brands Raise? 

There are tons of examples of ecommerce brands furthering their business by raising capital. Take Womenswear retailer, Hush, as an example. Hush sells women’s clothing, shoes, and lifestyle items. Currently, it's retailing its products via its website, its partnership with John Lewis.

But, recently, they've secured investment from a private equity firm, True. Hush, now worth over 50 million dollars, plans to utilize these funds to expand into new sales channels and markets.

True acquired a controlling interest in Hush, (roughly a 50% stake). This is what the owners of Hush had to say about the investment:

“We never thought [Hush] would get to a fraction of the size it is,” “We could have carried on [without outside investment], but we felt...real value in bringing in a partner with a similar vision to us, but different skills, to help us grow.”

Interestingly, this is what True had to say about investing in Hush: 

“We think highly profitable, predominantly direct-to-consumer brands such as Hush...will emerge in [good] shape from this current crisis – and completing the transaction now demonstrates that we’re very much open for business and excited about the opportunity ahead of us.”

What About Crowdfunding?

If you're considering crowdfunding avenue, below are a few brands that smashed their targets. Hopefully, these examples will fuel you with inspiration:

Pebble – also known as “The Kickstarter Watch”

Pebble successfully raised $10.3m, when their target was just $100k!

This is what they had to say about the process:

“We had a pretty firm idea of what Pebble would look like. We just didn’t have a bunch of cash to start actually building the product. So, we thought of some other ways to get funding, and one of them was Kickstarter."

Bo & Yana 

These are interactive toy robots that help teach kids how to code. Product owners, Play-i, managed to raise a whopping $1.4 million when their initial aim was just $250k. 

Play-i successfully attracted investors from dozens of countries around the globe, securing 11,000 pre-orders! Interestingly, this company utilized crowdfunding to test the market and get a feel for consumer demand, having already secured $1m from Google Ventures. 

How did Play-i manage to entice so many crowdfunding investors? 

In short, they provided various benefits to their first buyers: 

“We needed to build social proof right off the bat, so we created special perks for the first few buyers. Our first 1,000 backers got limited edition, exclusive outfits for their robots as an incentive to back early. We emailed our existing audience and friends several hours before our campaign went live [to] be among the first to back the project. This gave us the momentum we needed to get off to a good start.” 

The team at Play-i also responded personally to all their audience interaction - every email, comment on Facebook, query on Twitter, etc. It stands to reason investors and customers feel more confident in your brand when they have a personal connection with you and your business. By taking the time to write customized responses to each and every person who wrote them, they ensured people got excited about their product!  

OpenaCase 

OpenaCase is described as the 'world’s most functional iPhone case is a bottle opener.'

The ecommerce brand managed to raise an impressive $283k, massively exceeding their $150k target. 

This is what the founders had to say about the crowdfunding process:

“We didn’t have the capital, so we turned to crowdfunding... When we put the idea on Kickstarter, we realized... lots of people loved the idea and were willing to put money towards it to make it happen. [There's] Nothing better than having your idea validated by people voting with their wallets.” 

They attracted attention to their crowdfunding campaign by creating a Facebook page, and contacting online publications like Tech Crunch and Gizmodo, that's as well as their local paper. They spent lots of time cultivating as much possible PR to gain the traction they needed to raise those all-important funds. 

Are You Ready to Secure the Funds You Need to Launch or Scale Your Ecommerce Business?

We hope that having read this article, you now have a better idea about raising the funds you need to take your ecommerce brand to the next level. 

As we said from the get-go of this article, Gorgias wants to help ambitious e-commerce brands scale up, so we created the Vested Interest event. If you're interested in securing finances from high-quality investors, then what are you waiting for? Apply today to get the ball rolling! If you have any questions about the show, please feel free to reach out, and we'll furnish you with all the info you need. Speak soon!

Fighting Discrimination And Racism

Our contribution to help fight discrimination and racism

By Romain Lapeyre
1 min read.
0 min read . By Romain Lapeyre

2020 has seen two crisises so far. Because of the global pandemic, millions of people lost their jobs. We've responded with a plan to offer free credits to businesses that struggle.

George Floyd's death is showed us again how deep racism still is in the US and around the world. Gorgias is committed to supporting members of the Black community against racism, prejudice, and hate.

We're actively taking measures to make a difference now, and tomorrow:

  1. We're donating $10K to local non-profits that support minorities in the Bay Area and in Charlotte. We were profitable for the first time in May and this is 100% of our profits.
  2. We're proactively sourcing diverse candidates for our hiring needs and we remain committed to making sure everyone gets an unbiased chance through the interview process.

We realize this is only a small contribution to a big problem, but change has to start somewhere. We see lots of businesses take action so we hope the sum of all these initiatives will lead to long lasting change.

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