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Black Friday–Cyber Monday: Automation

How to Prep for Peak Season: BFCM Automation Checklist

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

TL;DR:

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

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

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

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2025 BFCM automation checklist

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

Tidy up your Help Center

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

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

1. Audit your docs

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

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

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

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

3. Update your policy details 

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

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

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

4. Edit content using easy-to-understand language

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

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

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

Expedite your ticket routing automations

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

Here’s your ticket routing automation checklist:

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

1. Set up automated ticket tags

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

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

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

2. Create an inbox view for each category

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

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

3. Set escalation rules for urgent tickets

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

Tickets to escalate to agents or specialized queues: 

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

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

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

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

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

Prep your macros and AI agent

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

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

1. Write macros for your top FAQs

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

Bad macro:

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

Good macro:

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

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

2. Train your AI on the right sources

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

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

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

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

3. Define the limits of what AI should handle

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

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

Forecast your BFCM staffing needs

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

1. Use ticket volume to estimate the number of agents

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

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

2. Plan extra coverage with automation or outsourcing

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

3. Run agent training sessions on BFCM protocols

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

Map out your logistics processes

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

ShipBob and Loop recommend the following steps:

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

1. Negotiate better rates and processing efficiencies

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

2. Automate inventory reorder points

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

3. Build contingency plans for disruptions

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

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

4. Show shipping timelines on product pages

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

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

Maximize profits with upselling automations

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

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

1. Guide shoppers with smart recommendations

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

2. Suggest alternatives when items are out of stock

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

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

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

3. Engage hesitant customers with winback discounts

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

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

Keep support quality high with QA automations

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

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

1. Automate ticket reviews with AI-powered QA

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

Compared to manual QA, AI QA offers:

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

2. Track both agent and AI responses

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

3. Turn QA insights into coaching opportunities

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

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

Give your ecommerce strategy a boost this holiday shopping season

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

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

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

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19 min read.
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.)

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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.

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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.

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

Further reading

Optimizing Brand Experience For Revenue

Event #1: Optimizing Brand Experience To Drive Revenue

By Sonia Moatti
2 min read.
0 min read . By Sonia Moatti

Last thursday, we organized our first event at Gorgias. It was the perfect opportunity to celebrate our new round of funding and recent moving to a new office in SOMA, while discussing brand culture and customer experience.

Special thanks to our speakers Renee L. Halvorsen from Marine Layer, Alicia Levine from Sunski, Dorian Greenow from Keto-Mojo and Anthony Benedettini from Dry Farm Wines.

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Here are the key takeaways you should remember:

  • As an e-commerce brand, you cannot compete on price with Amazon and powerful dropshippers. That’s why brand experience is your key differentiation factor.

  • Building a strong brand experience requires to be present on each distribution channel. Don’t let your resellers do the job for you! Sunski for example prepares “environment kits” for their resellers and marketplaces. This way, customers can experience Sunski’s spirit beyond its website.

  • When building brand experience, your community is your key success factor. Create a pool of ambassadors who will promote your brand, and reward them with presents, promo codes, and dedicated attention.

  • Bet on your own team! Building a great mindset within your team will help you create a strong and consistent brand image. At Keto-Mojo, each member of the team does customer service, so that everyone focus on what customers really need. Besides, the founder should inspire a culture of passion and dedication to the product.

You missed our event? Don’t worry, it was the very first of many!

Curious about how Gorgias can optimize customer service? Create an account here and get started in a few minutes!

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Thank You Interns

Thank you, interns!

By
1 min read.
0 min read . By

At Gorgias we've been very fortunate to work with some amazing people who did their internship with us:

Amit Poonia
Astrid Parmentier
Emilie Drouin
Hadrien de Lamotte
Ram Goli

Thank you all for your work!

Their contributions big and small make an indispensable part of what Gorgias is today and what it will be in the future. We are very grateful for their hard work, and we want to continue working with them after they finish their studies. To make returning more attractive for them, we've decided to take into account their stock option vesting period if they ever decide to return as full-time employees.

What exactly does this mean?

Interns that decide to return to Gorgias within a limited amount of time and choose to take our stock options offer upon the start of their full-time employment will have an accelerated schedule of their stock option vesting period. The offer will be judged case by case with our board's approval.

Let's take the example from our friends at Cockroach Labs (which this decision was inspired from):

For example, our standard option vesting schedule is that 25% of the stock options vests after 12 months of service from an employee’s start date (the “cliff”), and the remaining option vests in equal installments over the following 36 months of continuous service. However, if an intern spent four months with us, on their hire date, they would only have eight months until they hit their one-year cliff date and vest 25%.

We hope that by doing so, we're showing that we're taking their time seriously and we show our intention to work with them beyond their internship.

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Announcing The Recharge Integration

Announcing the ReCharge integration

By Astrid Parmentier
1 min read.
0 min read . By Astrid Parmentier

Recharge is the most popular subscription app in the Shopify app store and is the preferred solution for Shopify Plus stores. Over 10,000 Shopify merchants chose ReCharge to help sell products on a recurring basis, including stores like Dr. Axe, Hubble Contacts, and 5 Hour Energy.

The challenge is, when a customer has an issue with their subscription, the support team needs to jump between their helpdesk, Shopify and the ReCharge platform to fix the problem. This negatively impacts response time. Agents end up wasting hours per week going to ReCharge to skip a box for a customer, edit a subscription, etc. One of the key advantages of using Gorgias is to manage all your customer support in one place. A few months ago, our customer Darn Good Yarn asked us to build an integration with ReCharge. They no longer wanted to switch between ReCharge, Shopify and their helpdesk. This was completely aligned with our vision, so we decided to build it.

Today, we're excited to announce we've partnered with ReCharge to launch this integration.

Here are the key benefits:

  1. Display ReCharge subscriptions next to support tickets.
  2. Edit ReCharge subscriptions in one click from your helpdesk: refund charges, skip monthly payments or cancel subscriptions from Gorgias
  3. When a customer ask to edit their subscription, you can send them an auto-response with the link to manage the subscription.

“Gorgias gives us a holistic view of our customers. This way we can provide them with fast and personalized help”
Nicole Snow, DarnGoodYarn

Let’s take the example of Averill John. She wants to cancel her subscription to the Yummy Box and has just sent an email to your support.

Here is how your helpdesk looks like:

You can see that Astrid has been assigned to this ticket and that this ticket is tagged “Ambassador”. It means that Averill is one of your super loyal customers.

On the right, you can see the ReCharge account data of Averill. Here, Averill has a monthly subscription to the Yummy Box and will be charged on the 15th of October.

Astrid can skip the October charge in one-click on the “Skip charge on subscription” button. It will immediately set the action within ReCharge. Response time? Less than 1 minute!

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

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New Integration

Announcing the Aircall integration

By
1 min read.
0 min read . By

One of the key advantages of using Gorgias is to provide a unified support experience to your customers across all channels. A few months ago, some of our customers asked us to build a phone integration. Traditional helpdesk integrations simply log calls as tickets. We wanted to go one step further and associate the phone call with the right customer.

Today, we're excited to announce we've partnered with Aircall to build this integration.

Aircall arms small-to-medium sized business (SMBs) with a phone system built for modern business. With zero hardware to manage, dozens of integration options to explore, and the ability to add local numbers in more than 40 countries, support teams can easily provide phone support in minutes.

Here are the benefits of this new integration:

  • When a customer calls your company in Aircall, it creates a ticket in Gorgias and automatically matches it with the corresponding Shopify customer. This way, your staff can edit orders while they are on the phone with the customer.
  • Your team sees all previous interactions they had with each customer, under their timeline.
  • Get omni-channel statistics. Gorgias stats include Aircall phone data. For instance, you can monitor if you're getting more return requests over the phone or through Facebook Messenger.

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.

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Shopify Plus Partner

We're joining the Shopify Plus Technology Partner Program

By
1 min read.
0 min read . By

Today, we’re thrilled to announce we’re joining the Shopify Plus Technology partner program.

Over the past few months, we’ve worked with some incredible Shopify Plus merchants like Darn Good Yarn, Fjallraven and Frichti, who serve tens of thousands of customers every month. What they all had in common was a shared commitment to maximizing the efficiency of the customer service team to keep delivering high-quality support as they grow.

We’ve worked with other technology partners, like LoyaltyLion, in order to provide merchants with a holistic view of their customers when they respond to them in an effort to continue delivering best-in-class support interactions. We’ve also worked with the Plus team to leverage the latest features of the Shopify Plus API, to allow agents to create customized solutions for their customers, For example, creating personalized gift cards based on support conversations. Also, check out the guide we wrote comparing Shopify and Shopify Plus for an idea of the additional functionality and benefits ecommerce business owners get when they upgrade to Shopify Plus.

Using our technology, we’re proud to announce that our Shopify Plus customers have managed to improve their support request treatment time by 30%.

By joining the Technology Partner Program, we’re excited to take our collaboration with Shopify Plus and Shopify Plus merchants to the next level, by further enabling more customers to improve their customer service.

"We are glad to welcome Gorgias to the Shopify Plus Technology Partner Program. We’re particularly excited about how they’re helping our merchants provide efficient & personalized customer support, and hope they can help more of them."
Jamie Sutton, Head of Technology Partnerships, Shopify Plus
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We're Integrating With LoyaltyLion

We're integrating with LoyaltyLion!

By
1 min read.
0 min read . By

Great news! Today, we're announcing a new integration with LoyaltyLion. LoyaltyLion is a digital loyalty framework that gives ecommerce stores innovative ways to engage and retain customers.

Our mutual customer Darn Good Yarn uses it to successfully increase customer retention. When they switched from Freshdesk to Gorgias to manage customer support, they wanted to leverage their loyalty program for customer support.

We used their feedback to build the integration with LoyaltyLion, which they have been using for a couple months in beta. Today, we're excited to make it available to all our users.

What is the LoyaltyLion integration?

Here are some of the benefits of this integration:

  • Display how many points a customer has when they contact your support team
  • When you respond to customer support requests, award loyalty points to customers directly in Gorgias
  • Include the customer's personal referral url in your responses. This way, if they are happy about your support, they'll refer their friends to your store.

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Overall, this allows your team to use your loyalty program for customer service.

"We love being able to issue our customers loyalty points directly from Gorgias! It's a great way to boost efficiency and also customer retention."

Chloe Kesler, Customer Support manager at Darn Good Yarn

How can I use the LoyaltyLion Integration?

The integration is immediately available on your Gorgias account. If you don't have an account, you can create one here. Then, follow the instructions in our documentation and you can get started!

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Customer Support To Increase Sales

How to leverage customer support to increase sales?

By
14 min read.
0 min read . By

Most customers are loyal to brands because they know what level of service they can expect. As a result, providing an above-average customer experience is key to increase repeat in sales.

It’s relatively easy to provide great support when you get started with your store: your team gets a few dozens of support requests a day, and they respond to them almost instantly. The thing is, this level of service is very hard to maintain as you scale. Response time usually drops, and most brands start using standardized macros to keep up with the pace, which is a poor customer experience.

Your sales have increased, good. Now, you need to get your customer support up to speed

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Source: Gorgias customers during the Thanksgiving peak

At Gorgias, we’ve been chatting with 400 stores over the past year, and we’ve seen a lot of them working on crossing this “chasm”.

This post shares learning on how you can build a customer support organization that will scale with your business, and provide best-in-class customer service, which will drive customer retention.

Step 1: Run an audit of your support organization

A good place to start is to list the most common reasons customers are contacting you about. Go ahead and manually classify 200 tickets from your support inbox. This should take you about an hour. You can build categories from scratch, or use this spreadsheet of the most common requests for e-commerce companies we built.


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Most frequent support requests in e-commerce. Source: Gorgias customers


Now, you should be able to understand what problems are causing the most pain to customers.

If a specific type of request is above 10% of requests, then it’s a good candidate for optimization. For instance, if you’re getting a lot of “where is my order” questions, here are a few things you can do to deflect those:

  • Add a tracking section for customers to track their package on your site. Aftership can help here.
  • Send updates to customers about issues with delivery, through SMS or email.

Now that you have a good understanding of the reasons customers are contacting you for, you can map the customer journey, and identify what actions your agents need to take to respond to tickets.

Later, you can use this for training purposes, and to identify optimization opportunities.

At Piper, we basically studied the whole customer journey and tried to identify all reasons why someone could contact us (based on previous history). This helped us quickly identify where customers were "blocked"

Finally, let’s analyze the efficiency of your team. Of course, every business is different, but you can use this table to figure out how efficient your agents are compared to other stores. A good metric to track it is ticket closed per month. Just make sure that satisfaction remains consistent.

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Related: Learn more about the impact of live chat on sales. And see how Gorgias live chat can help you turn more browsers into buyers with chat campaigns.

Step 2: Figure out how you can improve the customer experience

Now, let’s work on creating “wow moments” for your customers. If you manage to exceed customers expectations when they contact you, you’re most likely to increase their loyalty and have them refer your store to their friends.

Here are a few ways you can create “wow moments”.

Make it easy for customers to contact you

You should be where your customers are. For example, if you have a Facebook page with a large audience, consider it as a real customer support channel. The point is, you should provide the same level of assistance across all support channels that your customer will use.

Also, don't be afraid to contact customers first, especially when they have items in their shopping cart. Offering help or a discount code at the right time could make the difference between a sale and an abandoned cart.

Example: providing high quality support on Facebook
70% of customers consider Facebook as a live chat support. To maximize customer satisfaction, your response time should be no more than 1 min. You’ll then be listed as a very responsive page, which will encourage your customers to respond.

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You can also leverage public posts to build relationship with your customers. Another easy way to facilitate customer communication is to remove the need for customers to repeat themselves. On your support platform, make sure your merge Facebook conversations with email tickets. This way, if the customer switches channel, your team will have access to the context of what the customer said before.

Related: Check out our trends and best practices for customer support.

Personalize every interaction with customer support

You should leverage every data point you have about the customer to personalize the way you communicate with them:
For how long they have been a customer
Their order preference
Their location
The days of the “we value your business” are over.

Always go an extra mile for your customers. If the customer asks for the status of their order, don’t respond only with the tracking number. Go get the order status on UPS so the customer doesn’t have to do it themselves when they’ll receive your email in the subway with poor network connection.

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Another good thing to do is to use a specific tone with your customer, that matches the brand image you want to convey.

If you’re into gifs, you can use them to build a brand tone your own set of gifs, designed for your own brand, and use them in your support emails. You can hire an illustrator on Upwork for that, or build them yourself.

Related: Tips to respond to angry customer emails.

Step 3: Give your team the “ironman suit” for support

Now that you know the level of support you aim at giving your customers, and you know what actions your agents need to take to get the delivery info, create an RMAs, etc., you can start optimizing the process for them.

Display rich customer profiles for your agents

To personalize messages, your agents need to have access to customer data. You can leverage the standard Shopify integration from your help desk as a starting point.

Though, it can be relevant to connect other data points to your help desk:

  • Display fulfillment data. Shippo is great for that
  • Inventory data: Stitch, display inventory to the reps
  • NPS responses
  • Responses to last promotions

If you’re on Zendesk, enabling the Shopify integration is a good start: it shows how much the customer has spent, and the past orders.

Some Gorgias customers have pretty advanced widgets that display data from Shopify, Stitch & Shipstation. This way, all the customer information is available.

Empower your reps to perform actions from support conversations

You can create custom widgets for your help desk, so that your agents can trigger actions from your help desk. Here are the most helpful actions:

  • Create a coupon
  • Place a replacement order
  • Cancelling an order
  • Create an RMA

This is a bit more tricky to implement. You need to build a custom app with buttons that will trigger actions - there are some good tutorials for Zendesk, Freshdesk & Help Scout. At Gorgias, we’ve built integrations with Stitch, Shipstation to embed these actions in the product, and enable you to add your own.

Other 3rd party apps like Chargedesk enable you to refund customers in one click.

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Step 4: Track your progress

Our goal here is to improve the customer experience to drive sales. A good way to track the efficiency of your support work is to compare the behavior of customers that have been in contact with customer support from those who have not.

Shopify helps you easily to this. You can create an integration between your help desk and Shopify to tag customers who reach out to support, using the Shopify API. Say you add a “customer_support” tag to them.

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Then, you can use Shopify statistics to monitor how the cohort of customers who have been in touch with your support team behaves, and assess the impact of your efforts with customer support.

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Another way to proceed is to tag orders that generated a support tickets. This way, if you work on improving delivery notifications, you can monitor the impact.

Final thoughts

Building a scalable support team that provides an amazing customer experience takes time.

Try to test different “wow moments”, iterate on the way you personalize messages, on the tone you’re using, and always track your progress. Among the teams we surveyed, several mentioned they managed to increase sales repeat by 30% after implementing these tactics.

Want to learn more about how customer support can improve your conversion rate and lead to more purchases? Check out our guides to ecommerce upselling and Shopify abandoned cart recovery.

Celery Gorgias

Celery + Gorgias

By
1 min read.
0 min read . By

Celery just released their API on Github, currently in beta. Here are some of the cool stuff you can do with it in Gorgias.

Display customer information

When you receive an email from a customer, you can connect your Celery account and see customer information (orders, shipping address, etc.). Here’s what it looks like:


Customer info from Celery

To configure it, grab your Celery access_token, head to integrations, and add an HTTP integration using this URL:
https://api.trycelery.com/v2/orders?buyer.email={ticket.requester.email}

Then you can customize the sidebar to only show the Celery data you need to respond to customers. Click the cog and simply drag and drop elements you want to show.

Select the data you want to show about your customers

Refunds, order change... without leaving tickets

Celery’s API enables you to perform a few actions from your favorite helpdesk:

  • Edit an order
  • Cancel an order
  • Issue a refund
  • Create a coupon

Here’s an example of how you can cancel an order from Gorgias itself. Say you already have a macro to cancel an order. Add an HTTP action to it, in this case:
https://api.trycelery.com/v2/orders/{ticket.requester.customer.data[0].number}/order_cancel

Then, when you use this macro and send it to the customer, it will automatically cancel the last order at the same time:

Action in celery from Gorgias

We hope this integration with Celery can save you time. If you'd like to try Celery with Gorgias, shoot us a note! At support@gorgias.com.

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