Search our articles
Search

Featured articles

Black Friday–Cyber Monday: Automation

How to Prep for Peak Season: BFCM Automation Checklist

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

TL;DR:

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

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

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

{{lead-magnet-1}}

2025 BFCM automation checklist

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

Tidy up your Help Center

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

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

1. Audit your docs

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

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

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

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

3. Update your policy details 

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

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

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

4. Edit content using easy-to-understand language

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

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

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

Expedite your ticket routing automations

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

Here’s your ticket routing automation checklist:

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

1. Set up automated ticket tags

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

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

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

2. Create an inbox view for each category

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

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

3. Set escalation rules for urgent tickets

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

Tickets to escalate to agents or specialized queues: 

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

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

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

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

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

Prep your macros and AI agent

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

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

1. Write macros for your top FAQs

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

Bad macro:

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

Good macro:

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

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

2. Train your AI on the right sources

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

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

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

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

3. Define the limits of what AI should handle

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

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

Forecast your BFCM staffing needs

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

1. Use ticket volume to estimate the number of agents

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

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

2. Plan extra coverage with automation or outsourcing

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

3. Run agent training sessions on BFCM protocols

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

Map out your logistics processes

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

ShipBob and Loop recommend the following steps:

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

1. Negotiate better rates and processing efficiencies

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

2. Automate inventory reorder points

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

3. Build contingency plans for disruptions

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

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

4. Show shipping timelines on product pages

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

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

Maximize profits with upselling automations

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

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

1. Guide shoppers with smart recommendations

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

2. Suggest alternatives when items are out of stock

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

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

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

3. Engage hesitant customers with winback discounts

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

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

Keep support quality high with QA automations

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

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

1. Automate ticket reviews with AI-powered QA

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

Compared to manual QA, AI QA offers:

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

2. Track both agent and AI responses

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

3. Turn QA insights into coaching opportunities

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

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

Give your ecommerce strategy a boost this holiday shopping season

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

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

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

{{lead-magnet-2}}

19 min read.
Best Shopify Live Chat Apps

13 Best Live Chat Apps for Shopify in 2025

We reviewed 13 Shopify live chat apps to help you offer faster support. Get the pros and cons, plus a quick look at features like AI and agent handoffs.
By Holly Stanley
0 min read . By Holly Stanley

TL;DR:

  • The best Shopify live chat apps combine AI automation with human support so you can instantly handle common questions and escalate complex issues to a real person.
  • Try out apps with free trials before you commit, like Gorgias (7-day trial), Tawk.to (free), and MooseDesk (free plan).
  • Look for key features like automation, helpdesk integration, and chat-to-human handoff to ensure your live chat can scale with your support and sales goals.
  • Roll out chat gradually instead of enabling it everywhere at once. Start with high-intent pages, add automation, and route questions to the right team to keep things manageable.

Thanks to conversational AI, live chat has become a larger shift toward always-on support for Shopify stores. It improves customer experience, helps drive sales, and boosts retention—all while giving shoppers a faster, more personal way to connect with your brand.

In fact, 82% of online shoppers say they’d talk to a chatbot if it meant avoiding a wait. The challenge? Choosing the right live chat app. With over 1,000 options in the Shopify App Store, the search can feel overwhelming.

That’s why we’ve rounded up the 13 best Shopify live chat apps to help you narrow it down.

(Not on Shopify? Explore our best live chat apps for ecommerce or best live chat apps overall instead.)

{{lead-magnet-1}}

Live chat vs. conversational AI—what’s the difference? 

Live chat is a way for shoppers to get real-time support from a human agent. The best live chat apps also use automation to handle FAQs, route conversations, or collect details before handing things off to your team.

Conversational AI, on the other hand, goes a step further. Instead of assisting your agents, AI chatbots can carry out entire conversations on their own. They answer questions, recommend products, and resolve issues without human involvement.

Today’s top Shopify live chat tools bring these two worlds together. You get the flexibility of human-led support when it matters most, plus AI agents that scale your availability and keep response times low.

Best live chat apps for Shopify in 2025 

  1. Gorgias 
  2. Zendesk 
  3. tawk.to Live Chat
  4. O: WhatsApp Chat, Contact Form
  5. Chatra Live Chat
  6. Re:amaze Live Chat
  7. Tidio 
  8. LiveChat
  9. Shopify Inbox
  10. Formilla Live Chat
  11. eDesk Live Chat
  12. Jotform AI Chatbot & Live Chat 
  13. Moose: AI Chatbot & Live Chat

App

Pricing

Helpdesk Integration

Automation and AI

Handoffs to Humans

Ease of Setup

Language Localization

Gorgias

$10/mo (7-day trial)

✅ Native helpdesk

Rules, macros, AI Agent, Shopping Assistant

✅ Smooth routing to agents

Easy, no coding

Zendesk Chat

$49/agent/mo (14-day trial)

✅ Zendesk Support Suite

Macros, triggers, chatbots in higher tiers

✅ Handoffs supported

Steeper learning curve

Tawk.to

Free (branding removal extra)

Basic auto-responses, no advanced AI

✅ Transfer supported

Easy, no coding

O: WhatsApp Chat, Contact Form

Free plan + paid tiers (from $2.99/mo)

❌ No native helpdesk

Basic automation & preset welcome messages

✅ Via your linked messaging apps

Easy, one-click install & widget setup

Chatra

$31/mo (free plan available)

Typo correction, chatbots (not advanced AI)

✅ Manual transfer

Easy, no coding

Re:amaze

$29/mo (14-day trial)

✅ Full helpdesk

Chatbots, rules, macros, workflows

✅ Integrated with helpdesk

Easy, no coding

Tidio

$29/mo (free plan available)

Automation flows, AI chatbot templates

✅ Transfers to agents

Easy, no coding

LiveChat

$16/mo (14-day trial)

✅ via LiveChat + integrations; not Shopify-native helpdesk

Chatbots (via add-ons)

✅ Handoffs supported

Easy, no coding

Shopify Inbox

Free

❌ Limited to Shopify Inbox/Ping

No advanced AI, basic chat only

✅ Manual transfer

Requires Ping app install

Formilla

$17.49/mo (15-day trial)

Basic automation rules, no advanced AI

✅ Manual transfer

Easy, app install

eDesk Live Chat

$69/agent/mo (14-day trial)

✅ eDesk helpdesk

Limited automation, no advanced AI

✅ Manual transfer

Easy, app install

Jotform AI Chatbot & Live Chat

Free (100 convos); Paid $39/mo

AI chatbot trained on store data, integrations with Slack/WhatsApp

✅ Smooth transitions

Easy, no coding

Moose (MooseDesk)

Free plan; Paid tiers available

✅ Unified helpdesk inbox

AI chatbot, FAQ builder, auto-translate

✅ Integrated handoffs

Easy (PWA, no coding)

1. Gorgias 

Gorgias is the best customer experience platform for ecommerce merchants. It provides you with all the features you need to create an incredible customer support experience, improve team performance, and increase sales.

One of Gorgias’s most noticeable features is its tight integration with ecommerce platforms, including Shopify, Magento, and BigCommerce. Hence, Gorgias can pull relevant data like order tracking numbers, last order details, loyalty points, etc., from your Shopify dashboard right to your helpdesk.

Another exciting feature of Gorgias chat is Shopping Assistant, a conversational AI tool that helps support teams increase sales on their website. Using your Shopify catalog, AI can recommend, upsell, and offer tailored discounts at scale so every chat conversation is maximized.

Standout features:

  • Compatible with Shopify and Shopify Plus brands
  • Affordable pricing plans
  • Offers a conversational AI tool that supports and sells
  • Fantastic customer support team

Why it may not be for you: 

  • No free plan

 Pricing: Basic plans start at $10/mo. A 7-day free trial is available.

2. Zendesk

Zendesk platform

Developed by Zendesk, Zendesk Chat is a live chat app for Shopify stores. It allows you to communicate with customers over your Shopify storefront, mobile apps, and popular messaging apps like Facebook Messenger, Twitter, and Line.

If you’re a Zendesk customer using the Team plan or above, you can use Zendesk Chat for free.

Standout features: 

  • It’s a good choice if you're using Zendesk Support Suite
  • Supports all essential features of a typical live chat app
  • Gather customer feedback via chat ratings
  • Share files like screenshots, product guides, or GIFs with customers

Why it may not be for you: 

  • Non-user-friendly interface and steep learning curve for beginners
  • Expensive pricing plans for Shopify store owners
  • A lot of technical errors when installing and using the app
  • Bad customer support team
  • Not suitable for ecommerce businesses

Pricing: Starting from $49 per agent per month. A 14-day free trial is available.

3. tawk.to Live Chat

tawk.to platform

Tawk.to Live Chat is an agent-centric chat application for Shopify stores. The best thing about this app is it’s 100% free—there’s no limit to the number of agents, chat volumes, or sites you can add widgets to.

Standout features: 

  • Supports 27 languages
  • Easy to set up, free forever, and secure
  • Available on PC, macOS, iOS, and Android

Why it may not be for you: 

  • Many features are not user-friendly
  • Need to pay a small fee to remove the “Powered by Tawk.to” branding
  • The customer support team isn’t always responsive

Pricing: Free

4. O: WhatsApp Chat, Contact Form

O: WhatsApp Chat, Contact Form preview

O: WhatsApp Chat, Contact Form makes it easy for shoppers to reach you through the channels they already use, like WhatsApp, Facebook Messenger, Telegram, and Instagram. Instead of building out a complex live chat system, it focuses on providing a simple, customizable widget that connects directly to your preferred messaging platforms.

Standout features:

  • Integrates with 20+ messaging channels
  • Customizable chat button and widget design
  • Contact form option for capturing customer details when agents aren’t available
  • Targeting rules to show/hide the widget on specific pages or devices

Why it may not be for you:

  • Doesn’t offer advanced automation or AI-powered chat
  • Lacks ticket management and deep helpdesk integrations

Pricing:

  • Free plan available. Paid plans start at $2.99/month

5. Chatra Live Chat

Chatra Bot interface

Chatra Live Chat claims to help you “sell more, answer questions, and alleviate concerns to help visitors place an order.” It also allows you to view a shopper's cart contents in real-time to identify the most valuable customers and provide tailored assistance.

Standout features: 

  • Support a free forever plan
  • Provide useful live chat features like typo correction and group chats

Why it may not be for you: 

  • Most advanced features aren’t available in the free plan
  • Lack of customization options

Pricing: Starting from $31 per month. A free plan is available.

6. Re:amaze Live Chat

Re;:amaze live chat interface

Re:amaze is a helpdesk, live chat, ticketing, chatbot, and FAQ for small, medium, and enterprise businesses. It allows you to handle support tickets across channels, including emails, live chat, Facebook pages, Messenger, Twitter, Instagram, SMS, VOIP, and WhatsApp.

Reamaze Live Chat aims to help you support customers faster by chatting with them in real-time. It offers many features that are similar to Gorgias’ and other live chat apps.

Standout features: 

  • Multi-store support
  • Can send products to customers in chat
  • Flexible pricing, no contract

Why it may not be for you: 

  • User interface is a bit outdated and not user-friendly
  • Macros and rules need improvement

Pricing: Starting from $29 per month. A 14-day free trial is available.

7. Tidio 

With approximately 900 reviews, Tidio Live Chat is currently the highest-rated live chat app on the Shopify App Store. Tidio merges live chat, bots, and marketing automation to provide you with a comprehensive live chat app.

Standout features: 

  • Rich widget customization options
  • Many automation and bot templates
  • Multiple languages supported

Why it may not be for you: 

  • Shallow integration with Shopify and other ecommerce platforms
  • Pricing plans are a bit high for Shopify merchants

Pricing: Starting from $29 a month. A free plan is available.

8. LiveChat

LiveChat interface

LiveChat is a messaging app that offers many unique features for its live chat service. It can integrate with most customer relationship management (CRM) tools like Zendesk and ecommerce platforms like Shopify.

Standout features: 

  • Chat window loads instantly and is easy to use
  • Clean and well-designed user interface

Why it may not be for you: 

  • Not optimized for Shopify since LiveChat is also a CRM

Pricing: Starting from $16 per month. A 14-day free trial is available.

9. Shopify Inbox

Shopify Inbox interface

Shopify Inbox is Shopify’s native live chat function that allows you to have real-time conversations with customers visiting your Shopify store. It’s an extension to the messaging capabilities already available within Shopify Ping.

Note that all your chats are managed in Shopify Ping. Shopify also asks your customers to provide a phone number or email address in order to start a chat with you. Their information will be added to your Customer list in Shopify or matched to an existing customer.

Standout features: 

  • Clean and intuitive interface
  • Free forever

Why it may not be for you: 

  • A bit complicated for beginners to install the app
  • To use Shopify Chat, you must use Shopify Ping on your desktop (shopifyping.com) or install it on an iOS, iPad, or Android device to receive and respond to messages.

Pricing: Free

10. Formilla Live Chat

Formilla Live Chat widget settings

Formilla Live Chat offers free live chat and premium services for your Shopify store. You can use this app to chat with your visitors live if they have any questions or need support from your store.

Standout features: 

  • Easy and simple to use
  • Connects with customers quickly

Why it may not be for you:

  • Many features locked behind higher plans
  • Lack of rules and automation

Pricing: Starting from $17.49 per month. A 15-day free trial is available.

11. eDesk Live Chat

eDesk Live Chat appearance settings

eDesk is a comprehensive customer helpdesk designed for ecommerce. It helps you create a positive experience for customers across your marketing channels: email, live chat, social media, and online store.

Standout features: 

  • Clean and intuitive user interface
  • Good customer service team

Why it may not be for you: 

  • Pricing plans are steep for Shopify merchants
  • Not optimized for ecommerce
  • Lack of essential live chat features

Pricing: Starting from $49 per month. A 14-day free trial is available.

12. Jotform AI Chatbot & Live Chat

Jotform AI Chatbot & Live Chat lets you provide 24/7 support with an AI-powered chatbot that integrates directly into your Shopify store. The app automatically trains on your store’s data to answer FAQs, track orders, and even recommend products, while still allowing live chat when a human touch is needed.

Standout features:

  • AI trained on your store’s data
  • Multi-language support (English, German, French, Spanish, and more)
  • Integrations with WhatsApp, Messenger, Slack, and Google Drive

Why it may not be for you:

  • Advanced features only available on paid tiers
  • More complex than simple live chat apps

Pricing: Free plan available (includes up to 100 monthly conversations). Paid plans start at $39/month with higher limits.

13. Moose: AI Chatbot & Live Chat

Moose chat widget

Moose: AI Chatbot & Live Chat (MooseDesk) brings live chat, helpdesk, and omnichannel messaging into one unified tool built for Shopify. With AI-powered automation and support across chat, email, WhatsApp, and social, it's engineered to help you respond faster — without leaving your dashboard.

Standout features:

  • Trained on your store data (FAQs, products, etc.)
  • Central inbox for live chat, email, WhatsApp, Messenger, Instagram, and more
  • Multilingual support and built-in FAQ/self-service features

Why it may not be for you:

  • Because it’s a newer tool, some merchants report quirks or missing native mobile app (it's built as a Progressive Web App currently)
  • Push notification behavior and instant alerts can vary depending on device settings

Pricing: Free 

How to roll out live chat without slowing down support

The benefits of live chat are real, but only if you roll it out with a plan. Too often, brands turn it on everywhere and suddenly face a flood of new tickets their team can’t keep up with. The result is often longer wait times and frustrated customers.

The key is to treat live chat as both a support and sales channel. That means leaning on automation to handle the quick, repetitive stuff, and reserving agent time for higher-value conversations.

Here’s how to strike the right balance:

  • Start with automation: Use chatbots to answer FAQs, collect order details, or qualify sales leads before passing them to a human.
  • Set smart routing rules: Direct pre-sales questions to your sales team, and post-purchase issues to support, so customers reach the right person faster.
  • Limit availability at first: Roll out chat during peak hours or on high-intent pages (like product or checkout) to control volume.
  • Layer in human support: Keep agents available for complex or high-stakes conversations where personal service matters most.

By combining humans with automation, you’ll give customers the instant responses they expect, without creating another backlog for your team.

Turn conversations into conversions with the right app

There’s no single Shopify live chat app that works for every store. Each brand has its own support needs, sales goals, and team workflows—which means the “best” tool depends on what you’re trying to achieve.

The smartest approach is to test a couple of the apps above and see which one fits your business best. The right live chat tool should do three things: improve customer satisfaction, make your team’s job easier, and contribute to your bottom line.

And if you’re looking for a solution built specifically for ecommerce? Book a demo with Gorgias as the best Shopify-native option.

{{lead-magnet-2}}

17 min read.

How Brands Use Conversational Commerce to Close More Sales

The secret to closing more sales isn’t a bigger ad budget—it’s offering conversational commerce.
By Holly Stanley
0 min read . By Holly Stanley

TL;DR

  • Conversational commerce builds trust. Real-time conversations replace static help pages with authentic interactions that drive confidence and loyalty.
  • bareMinerals boosted conversions by 5%+ using Gorgias Shopping Assistant to guide shade matching in real time, and saw zero returns on AI-assisted purchases.
  • Tommy John reduced wait times and grew revenue, automating post-purchase updates while freeing agents to focus on higher-value, relationship-driven support.
  • Orthofeet and Arc’teryx proved conversations convert. Chat turned returns and product questions into loyalty- and revenue-building moments.

You’re seconds away from hitting “buy now,” but one last question nags at you: does this shade actually match my skin tone? You open a live chat, only to be met with a bot that pastes a help-center article. So you close the tab.

Today’s shoppers crave immediacy and authenticity. They expect real answers, not ticket numbers. Yet too many ecommerce brands still rely on static FAQs, delayed email replies, or chatbots that feel anything but conversational. The result is often missed sales, frustrated customers, and eroding loyalty.

Conversational commerce bridges that gap. By meeting customers where they are, in real time and on their terms, brands can turn every interaction into an opportunity to build confidence and connection.

In this post, we’ll explore how leading ecommerce brands use Gorgias to strengthen trust and loyalty through real-time conversations across the entire customer journey, from discovery to delivery and beyond.

What is conversational commerce (and why it’s the future of ecommerce)

Conversational commerce is the blending of conversation and shopping. Instead of forcing customers to navigate pages, FAQs, or documents, brands engage shoppers in real time through natural, two-way dialogue. This usually takes place over:

  • Chat
  • SMS
  • Social media DMs
  • Voice assistants

Unlike traditional live chat, you meet customers wherever they are. Conversational commerce easily switches across channels (chat, SMS, Instagram, WhatsApp, etc.) while preserving context, tone, and personalization. 

The goal is to make every interaction feel as natural as a text with a friend, but with the power to guide a purchase, resolve an issue, or suggest a product.

So, how are top brands putting conversational commerce into practice to build real trust? Let’s dive into four examples.

bareMinerals builds confidence to purchase with product guidance

Imagine browsing foundation shades late at night, unsure which one will suit your skin tone. That hesitation is often enough to make a shopper abandon their cart.

That was the challenge for bareMinerals. More than half of their incoming support tickets were product questions. Many of them were about shade matching, formulation updates, or discontinued SKUs.

They needed a way to replicate the helpfulness of a beauty advisor you can call on as you browse a store.

So bareMinerals brought in Shopping Assistant, an AI-powered virtual beauty consultant built to answer product-discovery questions in real time.

It integrates with their Shopify catalog (so it never suggests out-of-stock items), trained on the nuances of context, product benefits, and discontinued color conversions.

Here’s what happened within 30 days:

  • Increased conversions: bareMinerals saw a 5%+ conversion uplift and a 5.5% increase in average order value (AOV).
  • No returns: There were zero returns on AI-influenced purchases during that first month, even within a standard 30-day return window.
  • Increased ROI: It generated 8.8x ROI and accounted for ~3.9% of gross merchandise volume (GMV).
  • Happier customers: CSAT on AI-handled tickets outpaced human agents (AI: 5.0 vs. human: 4.6). Plus, bareMinerals’ CX team now reviews AI conversations to train human agents on phrasing, tone, upselling moves, and recognizing intent.

Takeaway: By offering real-time, contextual product guidance that mirrors an in-store consultant, bareMinerals eliminated guesswork, reduced returns, and strengthened trust before a single purchase is finalized.

Tommy John relieves post-purchase anxiety with instant order updates

One of the most anxiety-inducing moments for any shopper? Waiting for their order. Questions like “Has my order shipped yet?” or Where’s my package? often lead to multiple back-and-forth contacts, burdening support and testing customer patience.

Underwear brand Tommy John experienced this firsthand. Their CX team felt the strain of repetitive, predictable post-order questions, which could be better spent on complex cases. The team needed an automated fix without a huge lift, and so they adopted AI Agent.

AI Agent handled the bulk of their routine tickets, pulling from order data and pre-configured guidance to reply instantly without agent involvement.

See how AI Agent instantly jumped in to help a customer who needed to change their address:

The impact was immediate:

  • Faster resolution times: Many customers receive real-time status updates without the wait time.
  • Reduced ticket load: Agents no longer spend time on repetitive, low-value queries.
  • More bandwidth for agents: Agents can focus on complex issues or proactive outreach.
  • Revenue impact from support: Within just two months, support-driven sales from phone calls alone reached $106K+, with 20% of calls converting into purchases.
  • Customer and team satisfaction: Average phone wait times dropped (~34% improvement), CSAT climbed, and agents unanimously preferred Gorgias over their legacy tools.

Takeaway: Post-purchase communication is a trust moment. Fast, accurate, and proactive responses reassure customers that their order matters.

Orthofeet maintains trust with a speedy returns process

Returns are often a brand’s biggest trust test. When a customer navigates through the hassle of a return, they’re watching closely: Is this going to be smooth and transparent, or frustrating and impersonal?

Orthofeet, a leading orthopedic footwear brand knew this too well. Before Gorgias, their CX stack was disjointed, a combination of Freshdesk, Dialpad, and outsourced chat. As they grew, this meant tickets piled up without central visibility. They needed a tool that gathered every piece of context in one place. 

That’s when they implemented AI Agent. As AI Agent handled tier-1 queries, like validating return eligibility under Orthofeet’s policy and directing customers to the returns portal, agents gained more time to focus on VIP customers, nuanced issues, and phone conversations.

Screenshot of Gorgias AI Agent Bot messaging with Orthofeet customer

The results were powerful:

  • Automated workflow: They automated 56% of tickets in under two months, far exceeding their original target.
  • Faster response times: Email first-response times dropped from ~24 hours to 35 seconds; chat FRT improved from minutes to 13 seconds.
  • Stable headcount: The team could maintain high growth while keeping headcount stable, all while elevating service quality.
  • Customers became AI champions: Customers embraced the AI-driven experience. One even sent a handwritten note praising their “friendly” and “helpful” AI.

Takeaway: Conversational commerce helps you blend technology and humanity to deliver scalable, emotionally resonant support. Even when things go wrong, a thoughtful conversational experience can repair, rather than erode, trust.

Arc’teryx increases conversions with personalized recommendations

Conversational commerce can create selling moments inside conversations you already have with shoppers. 

Arc’teryx, known for its technical outdoor gear, wanted to guide customers choosing between products like the Beta AR and Beta SL jackets. With Shopping Assistant, they turned real-time product questions into opportunities to upsell, cross-sell, and educate.

When shoppers linger on a page or ask for comparisons, the AI offers quick, tailored recommendations, suggesting the right jacket, complementary layers, or accessories. The result? More confident buyers and higher-value orders.

The results speak volumes:

  • Increase in conversions: Arc’teryx achieved a 75% increase in conversion rate (from 4% to 7%) after rolling out Shopping Assistant.
  • Influenced revenue: The tool influenced 3.7% of overall revenue, meaning conversations directly drove meaningful sales.
  • Substantial ROI: They also saw 23x ROI on their AI Agent investment. 

Takeaway: Smart, conversational prompts transform everyday chats into meaningful sales moments,  proving support channels can drive revenue, not just resolve tickets.

Trust is the new conversion metric

Every conversation is a chance to earn (or lose) trust. Whether it’s helping a shopper find their perfect shade, tracking an order, or smoothing out a return, conversations can turn moments of uncertainty into opportunities for connection.

Brands like bareMinerals, Tommy John, Orthofeet, and Arc’teryx prove that conversational commerce builds stronger relationships, higher retention, and measurable revenue.

The future of ecommerce will revolve around conversations that create trust at every click.

If you want to see how Gorgias can bridge support and sales for you, book a demo today.

{{lead-magnet-2}}

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

Further reading

Reduce Customer Support Load

3 Ways to Reduce the Load On Your Customer Support Team

By Ross Beyeler
8 min read.
0 min read . By Ross Beyeler

By Ross Beyeler, Founder and CEO of Growth Spark


Often, a support team answers the same questions over and over…


Or issues returns repeatedly for reasons that could be addressed internally…


Maybe the sizing isn’t well represented, the fulfillment house has mixed up SKUs, or your product images aren’t clear or detailed enough.


If you can lighten the load for your customer support team, you can save significant time and costs, while at the same time improving the buying experience for your customers.


The goals here are to:


  • Reduce repeat inquiries
  • Shorten first response times
  • Speed up problem resolution time
  • Lower overall customer care costs


The key is to address your customers questions and issues before they ask your support team. Here's how you do that:


A Better FAQ Page


91% of shoppers would gladly try to answer their own questions first using an online knowledge base or FAQ page before reaching out to a customer service team, according to a survey by Coleman Parkes for Amdocs.


This means that your FAQ page is a huge opportunity to answer your customers’ most common questions and issues so they don’t need to reach out to customer support.


FAQ information typically falls into one of two distinct buckets: product-specific and buying process.


Product Specific: Common questions about individual products may be better off addressed on the product pages rather than in a broad FAQ page. You may need to provide clearer or more comprehensive product descriptions, or consider more or better photography to clear up common product questions.


Buying Process: Questions about shipping, returns, policies, and other operational topics are best addressed in a single easy-to-find page like an FAQ.


When is the last time you cross-checked the content of your FAQ page with the data from your customer support team?


There are many customer support tools like Gorgias that will make it easy for you to track the reasons behind why users submit a ticket.


Once you begin tracking the topic, or tag, of your questions, you can easily identify the questions that top the list, and permanently add the responses to the FAQ.


Bonus points: Prioritize the FAQ page based on the frequency of each customer service inquiry so that the most relevant answers are closer to the top.


Your next step is to set up a monthly meeting with your head of customer service to review the feedback coming in from your customers and ask yourself:


  • What are the most frequent topics of support inquiries?
  • What issues take up the majority of your support team’s time and resources?
  • What issues are emerging or could emerge do to seasonality or new initiatives within our company?


Remember, an FAQ page is:


  • Easy to find
  • If shoppers can’t find it quickly and easily, they won’t use it and all your work answering all of their questions will go to waste. If you have an answer on your FAQ page, yet people are still inquiring, they might be having trouble finding the page.


  • Searchable
  • Include a search bar so that shoppers can easily find the answers for their specific problem without having to read through everything else.


  • Easy to read
  • Use simple, conversational language. Technical slang gives most of us a headache, and leaves most people reaching for the closest live human to explain it in terms they understand.


For more on FAQ pages, check out this Shopify article.


Now that you have your FAQ page squared away, be sure to track visitors to the page and note any changes in volume, and look for changes in your support ticket volume around those related questions.


Remember: You should never answer a support ticket only by referencing your FAQ page. Always include the information they are asking for directly within your response. After that, let the customer know that there is an FAQ page for more information, to avoid future tickets.


See Where Your Customers Get Tripped Up


Have you watched actual customers explore your online store to see where they stumble?


Customer behavior tools like Hotjar make it easy to review how customers navigate your website. One way that customer behavior analysis tools can help you understand exactly how your customers are using your site is with heat maps.


image


A heat map is a visual representation of the most popular (hot) and unpopular (cold) elements of a website page. They can give you an at-a-glance understanding of how people interact with individual website pages. Elements that get the most views and interaction are shown in red, so you can immediately spot what your users are clicking on. Those that most people tend to ignore appear in blue.


Once you know which parts of your website are most (and least) useful to shoppers, you can tweak those elements to make the on-site experience easier to use.


Customer behavior data can inform on-site improvements, such as:


  • Identifying any “dead” pages so you can remove them
  • Recognizing “deep” content that requires too many clicks for customers to reach, and making it more visible or accessible
  • Ensuring that customers can easily see and access main links, buttons, and CTAs
  • Making sure that important elements are getting the attention they deserve
  • Checking whether any static elements are getting clicked too often, and adjusting them to clarify that they aren’t a linked object


It may require some A/B testing to ensure your changes deliver results.


Learn from Returns


According to a recent Shopify post, during the holiday season, Ecommerce returns surge to 30 percent (or as high as 50 percent for “expensive” products).


Return deliveries are estimated to exceed $550 billion by 2020 in the U.S. alone.


Many of those returns are probably associated with a customer support ticket - whether customers are asking questions about the product they received, or need help processing their return.


Anything you can do to reduce the number of returns - and the number of customer support requests associated with them - can mean a huge boost for your bottom line.


So, what causes returns?


Returns can often be traced back to a disconnect between customer expectations and the reality of the product once they receive it. It may be that:


  • It doesn’t fit the way they expected
  • It doesn’t look or feel like they thought it would
  • Delivery came later than they expected (or not at all)


All of these problems (and more) can be prevented in advance with improvements to your website content.




Sizing Issues

While fit can be a difficult factor to get right online, including detailed dimensions is a big step in the right direction. Some apparel merchants are taking sizing one step further with interactive fit guides, like the one above Nudie Jeans, which uses an app integration called Virtusize:.

image


Appearance Issues

Poor quality or not enough product images can make it difficult for customers to accurately understand what your product will look like when it arrives at their home.


You can easily reduce your return rate by making sure your product photography is clear and high-quality, and illustrates all of the primary parts of each product. More complicated or detailed products can also benefit from a video or 360-view.


Detailed product descriptions can also help address confusion about product appearance and feel. Sol de Janeiro does this with a multi-tab product content area that defaults to a brief product highlight, with additional tabs to provide more details.


image



Fulfillment Issues

Are orders not being fulfilled to the right customers?


Are deliveries taking longer than they should?


Analyzing your fulfillment data and using that information to make adjustments to your website content - such as average delivery times - can help eliminate a source of customer support calls.


image


For example, maybe you want to be able to deliver every order within two days, but your current fulfillment resources simply can’t make that happen consistently. Being up-front and clear about realistic delivery times (like The Black Dog does in their Shipping FAQ page, above) will help set customers’ expectations appropriately.


Bonus: To get setup on two day shipping, consider our partners at ShipBob.


Final Thoughts


Continue to study your on-site data using Google Analytics or Shopify’s native analytics and look for high exit % pages. These may be pages where prospects or customers are running into a dead end and being forced to turn to support.


You can also create a goal in Google Analytics that corresponds to contacting support, then reverse the user path to determine which pages lead to them submitting a ticket / hitting that “contact” or “support” button.


Chances are, there are a few areas of “low hanging fruit” that can make significant improvements to your customer support load once you find them and address the root concerns. And with those small fixes, you could see a big impact on your bottom line, and a better on-site experience for your customers.


Read more about customer support on our trusted partner’s site, Growth Spark:


Best Practices for Shopify E-Commerce Customer Service

No items found.
Customer Loyalty Ecommerce

Customer Loyalty: Bringing The Human Touch Back To Ecommerce

By Mollie Woolnough-Rai
3 min read.
0 min read . By Mollie Woolnough-Rai

Ecommerce has become awash with digital bells and whistles. Technology has no doubt enhanced the shopper experience but the rapid rate of digital innovation has had a profound effect on customer expectations. By 2020, customers expect brands to automatically personalize experiences to address (not just predict) their current – and future – needs.

But, although customers expect more in terms of tech, they still crave the person-to-person connection. In fact, 75% of consumers want to see more human interaction, not less.

At LoyaltyLion we know that bringing back this human-touch depends on providing a good customer experience. Clearly, a worthwhile cause, as studies show that 86% of shoppers who received great customer care are more likely to repeat purchase. By going the extra mile to treat your shoppers as people – rather than numbers – you can secure a faithful, constant customer base.

Here are three insights that will help you bring the human touch back to your online store.

Use Data To Personalize Communications

Each customer is unique. They interact with your brand in different ways, all while having their own personal needs and desires. When a customer feels that you have taken the time to understand their unique requirements, they will trust and value your brand more.

Data and personalization go hand in hand. By using member information to learn how customers engage with your loyalty program, you can understand their feelings towards your brand and react accordingly. Being data-driven is the key to true e-commerce success.

One golden opportunity to personalize your communications this is through targeted emails. Use your Gorgias dashboard to identify past interactions and purchases, as well as a customer’s loyalty points balance. You can then use that member data to create bespoke rewards that you can send right to your customer’s inbox.

Maybe you’ve noticed that they keep eyeing a specific product range? If so, give them discounts on new products in that collection to tempt them to back to buy again. Or perhaps you’re aware that they’re just a couple of points away from their next reward. Give them a little nudge to return and receive their reward sooner. For example, LoyaltyLion user Dr. Axe alerts customers when they have rewards waiting to be claimed, and suggests a particular product to redeem that reward on.

Find Ways To Delight Customers

Shoppers love to feel that they’re your only priority and that you care about them on a personal level. They want to feel valued as individuals, not just another number in an extensive database.

Loyalty strategies should incorporate ways to surprise and delight customers. For example, making it easy to offer customers points on their birthday or taking a moment to personally congratulate them when they’ve made a certain number of purchases with you. Beauty Bakerie, for example, offers their customers 500 points on their birthday.

With Connectors for Shopify Flow, it’s easy to use LoyaltyLion and Gorgias to set up triggers that automatically create tickets on a customer’s birthday, reminding a representative to get in touch. It’s the thought that counts and going the extra mile will ensure your customers trust and remember you. Plus, you’ll feel good about it too!

Convert Negative Experiences Into Positive Ones

Customers get frustrated when they feel their complaints aren’t taken seriously. Dissatisfied customers will tell between nine and 15 people if they have a bad brand experience. Using Gorgias’ helpdesk and macros, you can help resolve complaints whilst maintaining a personal touch. For example, ethical online yarn store, Darn Good Yarn uses the helpdesk to analyse and automate how they solve common customer issues, using a whole database of the shopper’s history to address specific queries in a more informed way.

If you are reacting to customers have had a negative experience, your loyalty program can help you demonstrate you care. You might consider offering bonus points or benefits such as free delivery, or moving them up a loyalty tier so that they can unlock more exclusive rewards in the future. These tokens of appreciation can turn a bitter experience into a sweet deal.

Research shows that 94% of customers who have their issues solved painlessly said they would purchase from that company again. This shows that helping customers to solve their problems is key to securing their long-term loyalty. Treat your most valuable customers well by making their shopping experiences as easy as possible. In return, they’ll give you their loyalty.

It’s all about people-to-people

In a world where technology and data can give ecommerce stores a competitive edge, there’s a risk that we could lose touch with the human side of retailing. Human exchanges are still, and always will be, the primary driver of loyalty. So, use digital personalization to your advantage and treat your customers as individuals.  

Small Engineering Team As A Competitive Advantage

Small engineering team as a competitive advantage

By
6 min read.
0 min read . By

It's been over 3 years since we've started working on the Gorgias helpdesk. The engineering team started with just me (Alex) and then gradually grew to a team of 5 people. We're a small team, but we've accomplished a lot during this period. Here are some stats from 0 code/customers/revenue in Oct 2015 to this:

  • Handled over 16 million tickets.
  • 2000 daily active sessions with an average length of ~4h each.
  • 600 paying customers (companies).
  • 17% MoM revenue growth.

Modest numbers to be sure, but we're very proud that people use our product in a big part of their workday and hopefully are becoming more productive while doing so. The whole idea behind our product is to scale customer support with as little resources as possible. Given this, perhaps it's only natural to build our product with a small team as well?

We've been suffering chronically from "not having enough people" - we still do. That forced us to adopt a certain engineering culture that I want to talk about in this post.

When we first started building Gorgias, having just a few people on the team allowed us to progress at a pace where we could collect real feedback from our customers with things that really mattered to them rather than building every feature they ask for. A lot of their asks seemed legitimate, but because we didn't have a lot of people it forced us to prioritize the critical, high impact things first.

Having a small team can act like a barrier that blocks you from building a bloated product.

I want to make more of a case for the above statement, but first I'd like to get a bit more into what we did during the 3 year period.

Once we've build an initial version of the app and got our first customers we quickly realized that building a "second Gmail" is super-hard:

  • Communication protocols (email/facebook/etc..) are complicated - we knew that before we even started, but it's difficult to describe the amount of work that needs to get done to make them work correctly. The amount of corner cases and weird protocol quirks is just staggering. In fact I would even go ahead and say that if you're integrating with any kind of external systems (webhooks, REST apis, etc..) then you're going to have a very hard time making them work correctly.
  • Having a highly-available and fast app is very hard when you don't have a team of full-time SREs. Scalability was not our big concern when we first started because we didn't have customers, but having an app that was always on was very important, remember the ~4h average session length? It meant that we had to make some architecture and infrastructure decisions that allowed for a high uptime.
  • Customer support software space has a very high barrier for entry these days. You need to have certain features before people start to even consider you as a platform. The switching costs are high as well because now you have to train your people on a new app and changing people's routine is hard.

It takes a lot of effort to get to a point where you can compete with the likes of Gmail or Zendesk - both amazing products btw. This was definitely the case for us, for close to 2 years we had only a couple of customers and our product wasn't that good if we're being honest.

So what changed a year ago? To put it simply: our product didn't suck anymore. Or sucked less. It had that minimum set of features and stability that made it attractive enough to our main customer base (Shopify merchants) that were passionate about productivity in the customer support space. That, and the tenacity of our CEO Romain who was convincing everyone that they should use us.

So we started having our second wave of early adopters and all our hard work was finally starting to pay-off!

Now that we had more and bigger customers we were starting to have performance issues, our app was slow, suddenly we were starting to get bombarded by viral facebook posts events or promotional events via an email campaigns, we didn't have enough monitoring in place, our app was pretty inefficient, the main database was a frequent source of congestion. So we started fixing those issues while still receiving numerous feature requests.

Thankfully we didn't actually optimize our code that much before (no customers!) and there were a lot of low hanging fruits at first, but it still put a lot of stress on the team which was becoming tired and overworked and requested to hire more people to build those features and help with the performance issues.

We all agreed that it would be for the best to have more people on the team, but hiring is hard. Competent coders are not just randomly looking for the next gig. SF is also a very expensive city and for a startup that raised $1.5M and a 2 years of money burned we couldn't really compete with other players in town. We've started working with some great devs in Europe, we worked with a few talented interns as well and we tried to get by until we could have more customers and hopefully raise some more money to hire more people.

I could speak more about hiring in the Bay Area and there are a lot of things we did wrong and still have a lot of things to learn, but that's probably an even longer post than this one. But yeah, it's hard to find someone good, it's expensive, etc...

So what is the situation right now? Well, it's not much better. We've raise d a seed extension round from SaaStr with Jason Lemkin and hired a few people in the Growth team, but we still have a hard time hiring in SF or remote. In the meantime we have a small team and want to talk about that.

On the importance of saying NO

I think it's important to realize the advantages of having a smaller team and the single most important super-powers that you're forced to acquire is saying NO more often that you would with a bigger team. If you have a bigger team and say no to a feature, new platform, integration, etc.. it's harder to justify the decision. There are arguments like:

... we have enough devs! They are paid to make features, so what's the problem!?

... the data shows that 50% of our customers are saying that they want this or that feature, we must build it!

But do we absolutely need to build that feature? Are the customers going to be a lot less effective with your product otherwise? Is it going to be a big boost for them or just a nice improvement? Once a feature is there you have to maintain it, fix bugs, improve it, etc.. The thing with data driven decisions is that sometimes it can be biased towards some historical practice that might not have a place in your current world.

Now, I'm not saying that you shouldn't listen to your customers, you absolutely have to, but be sure you understand well what they want before taking action and understanding takes time. Having an artificial brake on your enthusiasm might be a good thing.

Engineers build things, the natural tendency is to accept any technical challenge because of ego, curiosity, fun, etc... It takes discipline to say no and stick by it. A small team is making it easier to do it.

Automation

When you have a small team you're forced to automate a lot more often some of your workflows. You don't have the luxury to do repetitive stuff so:

  • You start writing more tests because you don't have people hired in QA and you don't want to repeat the same tests all the time.
  • You add optional static typing, linting and other code quality tools because you don't have time to deal with random type errors or have debates about tabs vs spaces.
  • You resolve repetitive bugs by doing some refactoring because you can't deal with the constant flow of tech support tickets.
  • You make a lot of tasks retry-able so if a HTTP request to facebook failed you don't have to manually retry them.
  • Cronjobs, cronjobs everywhere.

Building the right culture is a long process

People that work at Gorgias come from different backgrounds and sometimes it can be challenging to be on the same page. In some cases our work processes are similar to many other companies:

  • Github for our code and issues.
  • Code-reviews on Reviewable - it's awesome!
  • Jenkins to build our docker images and upload them to google cloud.
  • Kubernetes to run everything on GKE.
  • Sentry to collect production errors.
  • Datadog to monitor everything.

But there is so much more than just the above processes to engineering:

  • The way we all come together and decide how certain things will be built or fixed.
  • The way we talk about a certain API decisions and refactoring.
  • The way we deal with an outage and a bad bug that affects our biggest customers.

These things need time to happen to be embedded in your engineering consciousness and if you're the first-time founder (like myself) you also need the time to understand how to operate in this environment.

Management overhead

Never managed a big team so I can't really speak about it's dynamics, but I would expect that because there are more people there is a lot more bandwidth you have to manage, a lot more people have to agree, a lot more politics have to be settled. I don't look forward to that to be honest, the more time I can get away with hiring as little as possible without a big sacrifice of our growth as a company the more I'll try to delay it.

I conclusion I would say that it's totally fine to have a small team, in fact, I'm considering it a competitive advantage that you should try to keep as long as you can.

The irony

I made a point in this post that having a small team is a competitive advantage, but I also think that we are ready to grow our team a bit. Yep, we're hiring!


No items found.
Octane AI Integration

Scale your Messenger marketing with Octane AI and Gorgias

By
1 min read.
0 min read . By

Facebook Messenger is becoming a new marketing channels for brands. They use it as a way to build personal relationships with customers and to drive higher conversion than traditional email marketing.

Today, we're excited to announce our newest integration: Octane AI.

The challenge with Messenger marketing

When a brand launches a marketing campaigns on Messenger, it typically leads to insane conversion rates. That's why the trend is on the rise.

Another consequence is that a lot of customers respond to promotional Messenger communication. This generates a spike of support requests, that your support team has to deal with.

Our integration with Octane AI lets you handle this support spike directly in Gorgias. Your agents have context about the customer: they see the conversation history before the Messenger conversation (did the customer email you last night?), and allow you to take action, like editing or refunding an order

What you can do with the integration

  • Respond to requests from customers, to make sure none of them falls through the cracks
  • See the order data from Shopify next to your Messenger conversations
  • Automatically respond to common questions, such as "where is my order"

Customers are already using Octane AI and Gorgias. Here's what Live Love Polish has to say about the Octane AI and Gorgias integration:

“We’re really thrilled that Gorgias and Octane AI came together to make the customer service experience over Messenger even better for our customers. Accessible customer service is central to what we do at Live Love Polish. Answering customer questions via Messenger has made our customers happier.”

Do you want to give this a shot? If you use both tools, just connect your Facebook page to your Gorgias account and see the magic happen. If not, create a Gorgias account, or sign up for Octane AI.

Do you have questions? Just hit the chat bubble, our team would love to tell you more about the integration!

No items found.
Integrate Your Smile Io Account To Gorgias

Integrate your Smile.io account to Gorgias!

By Axelle Heems
1 min read.
0 min read . By Axelle Heems

Loyalty programs are widely used amongst e-commerce merchants to grow and maintain market share by improving the number of repeat customers and attracting new ones. These programs come in different formats - from loyalty points to surprise gifts depending on the level of loyalty of each customer - and have proven efficient to help brands build a community of consumers based on the emotional attachment to their identity and values.

As a customer support helpdesk, Gorgias is focused on providing the best experience for both end-consumers and support agents. Consequently, giving access to the most accurate information about your customers’ loyalty status enables your support team to adapt their answers to customer requests.

Thus, it seemed only natural that we partner with Smile.io, a rewards platform that has helped over 20,000 merchants reward their most loyal customers for performing profitable actions.

With Smile, you can create and manage reward programs such as loyalty points, referrals and VIP programs, to build a fruitful relationship with your customers.

Because Gorgias is appreciated for its ease of use and automation tools, we have decided to build a strong integration with Smile: not only can your support team have easy access to all the necessary data about your customers, but they can also use Smile variables in canned responses (or “macros”) and automation rules.

  • Display your customers’ Smile profiles next to tickets

Display-Smile-profiles-next-to-tickets-1

  • Use Smile variables (loyalty status, points balance, VIP program, referral url) in both your macros and your rules
Use-Smile-variables

By integrating your Smile account to Gorgias, you’ll be able to improve yet again not only your customer support but also your customers’ engagement to your brand. Our early adopters of the integration are already thrilled by it!

"We're loving the Smile integration so far! Having access to the variables in the automation features of Gorgias (macros and rules) is a game-changer, especially now that we're focusing on improving our loyalty program. It would be great if the integration went a little further in the future to enable editing loyalty points!"

Chris Storey, Founder and CEO at Dinkydoo

If you're already a Gorgias customer, you can connect Smile directly from your Gorgias account, in the Integrations section. If not, you can create an account here and get started in a few minutes.

Announcing The Okendo Integration

Announcing the Okendo integration

By Axelle Heems
1 min read.
0 min read . By Axelle Heems

Here at Gorgias, our aim is to provide the best customer support tools to our clients, whatever their specific needs. The more you grow, the more we work to develop our offer so that you can benefit from a tailor-made spectrum of integrations. As your business becomes more successful, you need to adapt your website to a fast-growing community of consumers, especially regarding the quality of your reviews and how they appear.

This is why today we are proud to announce our new partnership with Okendo, a customer-marketing platform perfectly suited for high-performance Shopify businesses.

Okendo helps Shopify’s fastest growing companies like oVertone, Paul Evans and Dormify build vibrant customer communities through product ratings & reviews, customer photos/videos and Q&A.

Along with this, Okendo gives you the tools to leverage customer generated content across other marketing channels such as Google Search, Google Shopping, Facebook and Instagram.

Since one of the key advantages of using Gorgias is to manage all your customer support in one dashboard, we decided to design a straight-to-the-point integration:

If a customer leaves low rating review such as < 3 stars and/or with negative sentiment, Okendo can automatically create a ticket in Gorgias. This way, your staff can quickly engage in a conversation with them to understand what went wrong, and address the issue immediately.

Okendo-Review-screenshot-1

We believe this integration will take your customer support teams to the next level, as Okendo has already convinced some of our key clients.

"One of our biggest assets is our unique customer community, so being able to maintain it as active and engaged as possible is key for our business. And making sure that we address any negative experience efficiently and in no time is just as important: this is exactly what the Okendo integration within Gorgias has enabled us to do, by automatically creating a ticket for these cases with the review displayed right next to it."

Dan Appelstein, Founder & CEO at BeGummy

"Aside from being excellent at building shopper trust, reviews enable us to identify customers who, for whatever reason, have had a less than stellar experience. The Okendo + Gorgias integration enables us to flag these instances and automatically assign a Gorgias ticket to a member of our Client Services Team, so that we can follow up and do our best to assist them with whatever issues they're encountering. This integration, along with Okendo’s consistent availability and unwavering support, have made the integration between these two platforms seamless and successful!"

Jae Sutherland, Director of Client Service at oVertone

If you're already a Gorgias customer, we can introduce you to Okendo to implement the integration directly from your Okendo account. If not, you can create an account here and get started in a few minutes.

No items found.
Campus Protein

How Campus Protein built a multi-million dollar business

By Sid Bharath
8 min read.
0 min read . By Sid Bharath

The supplement industry is not often the first thing that comes to mind when looking to start a new business. It’s crowded, the barriers to entry are low, the margins are thin, and there are some established and well-known brands with large budgets to outspend competitors.

And yet, Campus Protein, a provider of supplement to college students that started in a dorm room in 2010, has managed to carve itself a highly profitable niche and power its way to millions of dollars in revenue.

No, there’s no magic sauce or secret weapon that helped them do it. They have the same access to resources as everyone else. In fact, they have a smaller team than older brands in the space.

The only difference is they focused on one thing that others in the industry weren’t, the customer experience. This is the story of how they did that and dominated behemoths like GNC in colleges across the US.

Screenshot-2018-07-18-16.11.41

Identifying The Problem

Before coming up with the idea, founder Russell Saks was just another sophomore at Indiana University. After joining a fraternity, his new friends convinced him to start hitting the gym.

As Russell started getting into fitness, he noticed that every month his friends would head to the local supplements store to purchase $200 to $300 worth of protein and workout drinks. These were the same people who always complained that they didn’t have beer money on the weekends. Yet here they were, spending hundreds of dollars on supplements without batting an eyelid.

In any industry as crowded as the supplement industry, there are always cheaper options. You can go online and buy your supplements at a much lower price than at the local store. However, the drawback is that you have to wait for it. And, as Russell found out, college students never planned ahead and always needed their next tub of protein powder instantly.

Ever the entrepreneur, Russell figured there was an opportunity here. If he could combine the affordability of online prices with the same-day delivery of the local store, he had a business. All he had to do was bulk order product from a low-cost site in advance, store it locally, and then redistribute it to students when they needed it.

As with any business, those initial days were rough. Yes, there was demand and Russell would often sell out each batch soon after they came in, but the margins were razor thin. To maintain cost-effectiveness, Russell sometimes had to take a loss on certain products.

On top of that, Russell found that his life was getting consumed by the fledgling business. To scale it up, he needed help. His friend and first business partner (now Chief Sales Officer), Mike Yewdell, was a fellow student at Indiana University with lots of connections. With his network, they quickly became the go-to source for supplements on campus.

Russell’s next stop was his high school friend (now business partner and CMO), Tarun Singh, who was studying in Boston University at the time. Tarun noticed the same problems at his school and quickly expanded Campus Protein to his school and then the entire Boston area.

The final piece fell into place when they entered into a business competition and won $100,000 to scale up. With the up-front money, they could negotiate deals with supplement makers to improve their margins, and expand to more college to increase sales.

Today, Campus Protein is in over 300 colleges across the US and shows no signs of slowing down. But none of that would have happened if Russell hadn’t been hyper-focused on a certain type of customer and their needs.

cp_team-2

Customer Experience As A Growth Channel

One thing Russell learned early on was that college students had very specific needs. Thus, they craved a personalized experience. They needed help with what supplements to buy based on their goals and budget.

At the local supplement stores, Russell noticed that they couldn’t get any of that. Firstly, they sold to everyone so they didn’t have any expertise specific to the college student market. Secondly, they were trained to sell as much product as possible, so they’d often push supplements that weren’t right for the students.

Russell realized that Campus Protein needed to really understand the needs of a college student to own the market. That meant the company needed to hire students who were into fitness. And so the Campus Rep program was born.

A Campus Rep's main job is sales and marketing. They grow awareness for the brand and encourage help other students achieve their fitness goals.

By recruiting Reps in each college, Campus Protein could keep their core team lean while maintaining a large salesforce on the ground.

This has been the real key to their growth. These Reps are their ideal customers, and they hang out with other prospective customers. Thus, they provide a customer experience that’s far better than anything other brands can offer.

Imagine you’re a college student. Before Campus Protein came along, you had to figure out which products to buy, got pressured into buying unnecessary stuff, and ended up with very little money left over.

Today, you probably have a Campus Protein rep in your gym, wearing a branded tank. He’s giving out free tasters, providing you with workout tips and nutrition advice, listens to your goals, and hands you a card with a link where you can buy exactly what you need for much less. How’s that for customer experience?

normal_1400x.progressive.png

Extending The Experience Online

Campus Protein may be marketing offline with their campus reps but all their sales come from their Shopify website. That’s the best way for them to scale.

Here’s how it works - they have warehouses across the country where they stock product. Because of their deep customer understanding, they know exactly what to stock and what not to stock. The campus reps then go around building awareness, and students head to the website to make their purchase. Because of the warehouse network, they get their products pretty quickly.

Because the actual sale is made online, the website becomes a crucial part of their strategy. If they don’t provide the same level of customer support and care their reps do, they’ll drop the ball and lose the sale. More importantly, they’ll lose trust. One bad experience could hurt their reputation across an entire college.

To replicate the one-on-one support of their reps, they used website chat. In the early days, they started with Zopim Chat. But as they grew, they found that it was too basic for their needs. They couldn’t tell if someone they were chatting with was an existing customer or a new one. They couldn’t tell if it was a new conversation or a continuation of one that happened in a different channel. It was a poor experience for the customer and the company.

Remember, they have a small core team, so they needed a customer support tool that could do the heavy lifting for them. That’s when they came across Gorgias and it allowed them to create an online experience that increased conversions and revenues.

For starters, Gorgias combines all their customer support channels (chat, email, phone, social media) into one unified view, and builds a profile of each customer. When a student chats with them, Campus Protein know if they are a previous customer, can see all past conversations and sales in their dashboard, and can provide relevant support.

Compare that to the typical support you get when you’re forced to repeat your previous conversations each time you chat with someone.

Screenshot-2018-07-18-16.17.21

To speed things up, Gorgias also has macros and templated responses based on the question. For example, if a customer wants to know where their order is, Gorgias presents the support agent with a templated response that pulls in the customer’s order details from Shopify. With just a click, the support agent can answer the question in near real-time.

Automations like this also frees up time for support agents to provide more detailed answers to complicated questions, like when a student asks for nutrition advice. Again, they can provide the same level of caring support that reps do and this helps increase sales.

Another way they increase sales is by detecting if customers are spending a lot of time on a certain page and initiating a chat with them. For example, if someone is on the checkout for too long, Gorgias automatically pops a chat and ask them if they need help. This directly increases conversions.

Screenshot-2018-07-19-09.14.12

Perhaps the most important way Campus Protein uses customer support to increase revenues is by converting feedback into website and product changes. For every question that comes in, they try to understand why it wasn’t obvious on the website, and make the appropriate change. This leads to fewer tickets of the same type and higher conversions.

Widening The Moat

At the end of the day, Campus Protein is just another retailer. In an industry like supplements, anyone can replicate their model, or existing brands like GNC can enter the market. So why hasn’t that happened yet?

Like Warren Buffett says, every business needs to have a moat, something that defends them against competition. In Campus Protein’s case, it’s their deep customer knowledge and the personal level of support they provide.

A college student is introduced to Campus Protein via the local rep. They’re nice, helpful, and remember the student’s name each time. When the student goes online, they have the same experience. Their previous conversations are remembered and even their most complicated questions are answered with care.

Now, you may not be able to create a rep army like Campus Protein for your eCommerce business, but you sure can create an online customer experience that sets you apart from others in your industry.

With Gorgias, whenever a customer creates a ticket on any channel, you have all their information like previous conversations and sales, right there. Instead of asking the customer if they’ve written in before or what their order numbers are, you can get straight to the important stuff. And with all the templates, macros, and automations available, you can do it in minutes.

Screenshot-2018-07-18-16.19.36

When a customer has to decide between purchasing at a store where they forget about you after the sale, versus one where they treat you like a friend and remember you a year later, which do you think they’ll choose?

Give your customers a great experience and, like Campus Protein, you’ll have a business that keeps going up.

Curious about how Gorgias can optimize customer service? Click here to learn more.

Screenshot-2018-07-18-17.08.22-1

Aircall

Gorgias Builds Strong Relationships With Aircall

By Sonia Moatti
1 min read.
0 min read . By Sonia Moatti

Aircall is a cloud-based call center software made for support teams. With Aircall, support agents can track everything from A-Z, on any device, with zero hardware to manage. The right tool to increase agent efficiency and customer satisfaction!

Aircall Makes the Gorgias Helpdesk Complete

After listening to early customer feedback, we quickly realized we needed to find a phone integration that empowered users to manage voice calls as easily as emails or chats.

Traditional helpdesk integrations simply log calls as tickets. We wanted to go one step further and associate the phone call with the right customer. This way, agents can see the full conversation history between the brand and the customer.

By building Aircall’s cloud-based phone into the Gorgias platform, agents can also quickly edit orders while on the phone based on the case history they see. After a call has ended, all notes will be added to the correct customer’s profile along with a link to the full call recording.

Screen-Shot-2018-05-29-at-2.22.45-PM

Why Aircall was the Right Choice

Looking back, the partnership has been mutually beneficial and seamlessly implemented.

Aircall has a well-documented API that our dev team could easily use. We were able to build a working and robust phone integration with Aircall in just a few hours. Four days later, after QA testing, the new solutions were fully functional and ready to use.

Since Gorgias and Aircall both seek to provide the best customer experience possible, cross-company visibility has become a valuable source of new leads and sales. Furthermore, we conduct regular catch-up meetings and share a Slack channel to make sure both teams work hand-in-hand to create the best integration and the best results. The partnership with Aircall is super valuable for both our customers and our respective companies and we strongly recommend each others.

If you're already a Gorgias customer, head to your account and go to Integrations to connect Aircall. If not, you can create an account here and get started in a few minutes.

Building delightful customer interactions starts in your inbox

Registered! Get excited, some awesome content is on the way! 📨
Oops! Something went wrong while submitting the form.
A hand holds an envelope that has a webpage coming out of it next to stars and other webpages