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AI Alignment

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

By Gabrielle Policella
0 min read . By Gabrielle Policella

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

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

Key takeaways:

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

Top learnings from Rhoback’s AI rollout  

1. You can start before you “feel ready”

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

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

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

Why it worked:

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

2. Audit your knowledge sources before you automate

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

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

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

Rhoback’s pre-implementation audit checklist:

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

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

3. Train your AI Agent in small, clear steps

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

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

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

Practical tips:

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

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

4. Prioritize Tone of Voice to make AI feel natural

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

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

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

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

5. Use AI to surface knowledge gaps or inconsistencies

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

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

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

Tips to improve internal alignment:

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

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

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

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

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

How Rhoback built AI confidence:

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

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

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

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

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

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

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

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min read.
Food & Beverage Self-Service

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

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

TL;DR:

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

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

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

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

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

Handling BFCM as a food & beverage brand

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

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

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

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

Top contact reasons in the food & beverage industry 

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

Contact Reason

% of Tickets

🍽️ Subscription cancellation

13%

🚚 Order status (WISMO)

9.1%

❌ Order cancellation

6.5%

🥫 Product details

5.7%

🧃 Product availability

4.1%

⭐ Positive feedback

3.9%

7 ways to improve your self-serve resources before BFCM

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

1) Add informative blurbs on product pages

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

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

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

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

2) Craft additional Help Center and FAQ articles

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

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

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

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

That’s the strategy for German supplement brand mybacs

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

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

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

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

Time for some FAQ inspo:

3) Automate responses with AI or macros

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

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

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

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

Here are the specific responses and use cases we recommend automating

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

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

4) Get specific about product availability

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

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

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

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

5) Provide order cancellation and refund policies upfront 

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

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

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

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

6) Add how-to information 

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

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

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

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

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

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

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

7) Build resources to help with buying decisions 

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

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

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

Set your team up for BFCM success with Gorgias 

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

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

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min read.
LLM-Friendly Help Center

How to Make Your Help Center LLM-Friendly

Your Help Center doesn’t need a rebuild. It just needs a smarter structure so AI can find what customers ask about most.
By Holly Stanley
0 min read . By Holly Stanley

TL;DR:

  • You don’t need to rebuild your Help Center to make it work with AI—you just need to structure it smarter.
  • AI Agent reads your content in three layers: Help Center, Guidance, and Actions, following an “if / when / then” logic to find and share accurate answers.
  • Most AI escalations happen because Help Docs are vague or incomplete. Start by improving your top 10 ticket topics—like order status, returns, and refunds.
  • Make your articles scannable, define clear conditions, link next steps, and keep your tone consistent. These small tweaks help AI Agent resolve more tickets on its own—and free up your team to focus on what matters most.

As holiday season support volumes spike and teams lean on AI to keep up, one frustration keeps surfacing, our Help Center has the answers—so why can’t AI find them?

The truth is, AI can’t help customers if it can’t understand your Help Center. Most large language models (LLMs), including Gorgias AI Agent, don’t ignore your existing docs, they just struggle to find clear, structured answers inside them.

The good news is you don’t need to rebuild your Help Center or overhaul your content. You simply need to format it in a way that’s easy for both people and AI to read.

We’ll break down how AI Agent reads your Help Center, finds answers, and why small formatting changes can help it respond faster and more accurately, so your team spends less time on escalations.

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How AI Agent uses your Help Center content

Before you start rewriting your Help Center, it helps to understand how AI Agent actually reads and uses it.

Think of it like a three-step process that mirrors how a trained support rep thinks through a ticket.

1. Read Help Center docs

Your Help Center is AI Agent’s brain. AI Agent uses your Help Center to pull facts, policies, and instructions it needs to respond to customers accurately. If your articles are clearly structured and easy to scan, AI Agent can find what it needs fast. If not, it hesitates or escalates.

2. Follow Guidance instructions

Think of Guidance as AI Agent’s decision layer. What should AI Agent do when someone asks for a refund? What about when they ask for a discount? Guidance helps AI Agent provide accurate answers or hand over to a human by following an “if/when/then” framework.

3. Respond and perform

Finally, AI Agent uses a combination of your help docs and Guidance to respond to customers, and if enabled, perform an Action on their behalf—whether that’s changing a shipping address or canceling an order altogether.

Here’s what that looks like in practice:

Email thread between AI Agent and customer about skipping a subscription.
AI Agent skipped a customer’s subscription after getting their confirmation.

This structure removes guesswork for both your AI and your customers. The clearer your docs are about when something applies and what happens next, the more accurate and human your automated responses will feel.

A Help Center written for both people and AI Agent:

  • Saves your team time
  • Reduces escalations
  • Helps every customer get the right answer the first time

What causes AI Agent to escalate tickets, and how to fix it

Our data shows that most AI escalations happen for a simple reason––your Help Center doesn’t clearly answer the question your customer is asking.

That’s not a failure of AI. It’s a content issue. When articles are vague, outdated, or missing key details, AI Agent can’t confidently respond, so it passes the ticket to a human.

Here are the top 10 topics that trigger escalations most often:

Rank

Ticket Topic

% of Escalations

1

Order status

12.4%

2

Return request

7.9%

3

Order cancellation

6.1%

4

Product - quality issues

5.9%

5

Missing item

4.6%

6

Subscription cancellation

4.4%

7

Order refund

4.1%

8

Product details

3.5%

9

Return status

3.3%

10

Order delivered but not received

3.1%

Each of these topics needs a dedicated, clearly structured Help Doc that uses keywords customers are likely to search and spells out specific conditions. 

Here’s how to strengthen each one:

  • Order status: Include expected delivery timelines, tracking link FAQs, and a clear section for “what to do if tracking isn’t updating.”
  • Return request: Spell out eligibility requirements, time limits, and how to print or request a return label.
  • Order cancellation: Define cut-off times for canceling and link to your “returns” doc for shipped orders.
  • Product quality issues: Explain what qualifies as a defect, how to submit photos, and whether replacements or refunds apply.
  • Missing item: Clarify how to report missing items and what verification steps your team takes before reshipping.
  • Subscription cancellation: Add “if/then” logic for different cases: if paused vs. canceled, if prepaid vs. monthly.
  • Order refund: Outline refund timelines, where customers can see status updates, and any exceptions (e.g., partial refunds).
  • Product details: Cover sizing, materials, compatibility, or FAQs that drive most product-related questions.
  • Return status: State how long returns take to process and where to check progress once a label is scanned.
  • Order delivered but not received: Provide step-by-step guidance for checking with neighbors, filing claims, or requesting replacements.

Start by improving these 10 articles first. Together, they account for nearly half of all AI Agent escalations. The clearer your Help Center is on these topics, the fewer tickets your team will ever see, and the faster your AI will resolve the rest.

How to format your Help Center docs for LLMs

Once you know how AI Agent reads your content, the next step is formatting your help docs so it can easily understand and use them. 

The goal isn’t to rewrite everything, it’s to make your articles more structured, scannable, and logic-friendly. 

Here’s how.

1. Use structured, scannable sections

Both humans and large language models read hierarchically. If your article runs together in one long block of text, key answers get buried.

Break articles into clear sections and subheadings (H2s, H3s) for each scenario or condition. Use short paragraphs, bullets, and numbered lists to keep things readable.

Example:

How to Track Your Order

  • Step 1: Find your tracking number in your confirmation email.
  • Step 2: Click the tracking link to see your delivery status.
  • Step 3: If tracking hasn’t updated in 3 days, contact support.

A structured layout helps both AI and shoppers find the right step faster, without confusion or escalation.

2. Write for “if/when/then” logic

AI Agent learns best when your Help Docs clearly define what happens under specific conditions. Think of it like writing directions for a flowchart.

Example:

  • “If your order hasn’t arrived within 10 days, contact support for a replacement.”
  • “If your order has shipped, you can find the tracking link in your order confirmation email.”

This logic helps AI know what to do and how to explain the answer clearly to the customer.

3. Clarify similar terms and synonyms

Customers don’t always use the same words you do, and neither do LLMs. If your docs treat “cancel,” “stop,” and “pause” as interchangeable, AI Agent might return the wrong answer.

Define each term clearly in your Help Center and add small keyword variations (“cancel subscription,” “end plan,” “pause delivery”) so the AI can recognize related requests.

4. Link to next steps

AI Agent follows links just like a human agent. If your doc ends abruptly, it can’t guide the customer any further.

Always finish articles with an explicit next step, like linking to:

  • A form
  • Another article
  • A support action page

Example: “If your return meets our policy, request your return label here.”

That extra step keeps the conversation moving and prevents unnecessary escalations.

5. Keep tone consistent

AI tools prioritize structure and wording when learning from your Help Center—not emotional tone. 

Phrases like “Don’t worry!” or “We’ve got you!” add noise without clarity.

Instead, use simple, action-driven sentences that tell the customer exactly what to do:

  • “Click here to request a refund.”
  • “Fill out the warranty form to get a replacement.”

A consistent tone keeps your Help Center professional, helps AI deliver reliable responses, and creates a smoother experience for customers.

LLM-friendly Help Centers in action

You don’t need hundreds of articles or complex workflows to make your Help Center AI-ready. But you do need clarity, structure, and consistency. These Gorgias customers show how it’s done.

Little Words Project: Simple formatting that boosts instant answers

Little Words Project keeps things refreshingly straightforward. Their Help Center uses short paragraphs, descriptive headers, and tightly scoped articles that focus on a single intent, like returns, shipping, or product care. 

That makes it easy for AI Agent to scan the page, pull out the right facts, and return accurate answers on the first try.

Their tone stays friendly and on-brand, but the structure is what shines. Every article flows from question → answer → next step. It’s a minimalist approach, and it works. Both for customers and the AI reading alongside them.

Little Words Project Help Center homepage showing six main categories: Orders, Customization, Charms, Shipping, Warranty, and Returns & Exchanges.
Little Words Project's Help Center uses short paragraphs and tightly scoped articles to boost instant answers.

Dr. Bronner’s: Making tools work for the team

Customer education is at the heart of Dr. Bronner’s mission. Their customers often ask detailed questions about product ingredients, packaging, and certifications. With Gorgias, Emily and her team were able to build a robust Help Center that helped to proactively give this information.

The Help Center doesn't just provide information. The integration of interactive Flows, Order Management, and a Contact Form automation allowed Dr. Bronner’s to handle routine inquiries—such as order statuses—quickly and efficiently. These kinds of interactive elements are all possible out-of-the-box, no IT support needed.

Dr. Bronner's Help Center webpage showing detailed articles, interactive flows, and order management automation for efficient customer support.
The robust, proactively educational Help Center, integrated with interactive flows and order management via Gorgias, streamlines detailed and routine customer inquiries.

Read more: How Dr. Bronner's saved $100k/year by switching from Salesforce, then automated 50% of interactions with Gorgias 

Ekster: Building efficiency through automation and clarity

Ekster website and a Gorgias chat widget. A customer asks "How do I attach my AirTag?" and the Support Bot instantly replies with a link to the relevant "User Manual" article.
Gorgias AI Agent instantly recommends a relevant "User Manual" article to a customer asking, "How do I attach my AirTag?", demonstrating how structured Help Center content enables quick, instant issue resolution.

When Ekster switched to Gorgias, the team wanted to make their Help Center work smarter. By writing clear, structured articles for common questions like order tracking, returns, and product details, they gave both customers and AI Agent the information needed to resolve issues instantly.

"Our previous Help Center solution was the worst. I hated it. Then I saw Gorgias’s Help Center features, and how the Article Recommendations could answer shoppers’ questions instantly, and I loved it. I thought: this is just what we need." —Shauna Cleary, Head of Ecommerce at Ekster

The results followed fast. With well-organized Help Center content and automation built around it, Ekster was able to scale support without expanding the team.

“With all the automations we’ve set up in Gorgias, and because our team in Buenos Aires has ramped up, we didn’t have to rehire any extra agents.” —Shauna Cleary, Head of Ecommerce at Ekster

Learn more: How Ekster used automation to cover the workload of 4 agents 

Rowan: Clean structure that keeps customers (and AI) on track

Rowan’s Help Center is a great example of how clear structure can do the heavy lifting. Their FAQs are grouped into simple categories like piercing, shipping, returns, and aftercare, so readers and AI Agent can jump straight to the right topic without digging. 

For LLMs, that kind of consistency reduces guesswork. For customers, it creates a smooth, reassuring self-service experience. 

Rowan's Help Center homepage, structured with six clear categories including Piercing Aftercare (19 articles), Returns & Exchanges, and Appointment Information.
Rowan’s Help Center uses a clean, categorized structure (Aftercare, Returns, Shipping) that lets customers and AI Agents jump straight to the right topic.

TUSHY: Balancing brand voice with automation

TUSHY proves you can maintain personality and structure. Their Help Center articles use clear headings, direct language, and brand-consistent tone. It makes it easy for AI Agent to give accurate, on-brand responses.

TUSHY bidet customer help center webpage showing categories: Toilet Fit, My Order, How to Use Your TUSHY, Attachments, Non-Electric and Electric Seats.
Explore articles covering Toilet Fit, My Order, How to Use Your TUSHY, and various Bidet Attachments, all structured for easy retrieval and use.
“Too often, a great interaction is diminished when a customer feels reduced to just another transaction. With AI, we let the tech handle the selling, unabashedly, if needed, so our future customers can ask anything, even the questions they might be too shy to bring up with a human. In the end, everybody wins!" —Ren Fuller-Wasserman, Senior Director of Customer Experience at TUSHY

Quick checklist to audit your Help Center for AI

Ready to put your Help Center to the test? Use this five-point checklist to make sure your content is easy for both customers and AI to navigate.

1. Are your articles scannable with clear headings?

Break up long text blocks and use descriptive headers (H2s, H3s) so readers and AI Agent can instantly find the right section.

2. Do you define conditions with “if/when/then” phrasing?

Spell out what happens in each scenario. This logic helps AI Agent decide the right next step without second-guessing.

3. Do you cover your top escalation topics?

Make sure your Help Center includes complete, structured articles for high-volume issues like order status, returns, and refunds.

4. Does each article end with a clear next step or link?

Close every piece with a call to action, like a form, related article, or support link, so neither AI nor customers hit a dead end.

5. Is your language simple, action-based, and consistent?

Use direct, predictable phrasing. Avoid filler like “Don’t worry!” and focus on steps customers can actually take.

By tweaking structure instead of your content, it’s easier to turn your Help Center into a self-service powerhouse for both customers and your AI Agent.

Make your Help Center work smarter

Your Help Center already holds the answers your customers need. Now it’s time to make sure AI can find them. A few small tweaks to structure and phrasing can turn your existing content into a powerful, AI-ready knowledge base.

If you’re not sure where to start, review your Help Center with your Gorgias rep or CX team. They can help you identify quick wins and show you how AI Agent pulls information from your articles.

Remember: AI Agent gets smarter with every structured doc you publish.

Ready to optimize your Help Center for faster, more accurate support? Book a demo today.

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

Further reading

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.

PostgreSQL Backup

PostgreSQL backup with pghoard & kubernetes

By Alex Plugaru
2 min read.
0 min read . By Alex Plugaru

TLDR: https://github.com/xarg/pghoard-k8s

This is a small tutorial on how to do incremental backups using pghoard for your PostgreSQL (I assume you’re running everything in Kubernetes). This is intended to help people to get started faster and not waste time finding the right dependencies, etc..


pghoard is a PostgreSQL backup daemon that incrementally backups your files on a object storage (S3, Google Cloud Storage, etc..).
For this tutorial what we’re trying to achieve is to upload our PostgreSQL to S3.

First, let’s create our docker image (we’re using the alpine:3.4 image cause it’s small):


FROM alpine:3.4

ENV REPLICA_USER "replica"
ENV REPLICA_PASSWORD "replica"

RUN apk add --no-cache \
   bash \
   build-base \        
   python3 \
   python3-dev \
   ca-certificates \
   postgresql \
   postgresql-dev \
   libffi-dev \
   snappy-dev
RUN python3 -m ensurepip && \
   rm -r /usr/lib/python*/ensurepip && \
   pip3 install --upgrade pip setuptools && \
   rm -r /root/.cache && \
   pip3 install boto pghoard


COPY pghoard.json /pghoard.json.template
COPY pghoard.sh /

CMD /pghoard.sh

REPLICA_USER and REPLICA_PASSWORD env vars will be replaced later in your Kubernetes conf by whatever your config is in production, I use those values to test locally using docker-compose.

The config pghoard.json which tells where to get your data from and where to upload it and how:

{
   "backup_location": "/data",
   "backup_sites": {
       "default": {
           "active_backup_mode": "pg_receivexlog",
           "basebackup_count": 2,
           "basebackup_interval_hours": 24,
           "nodes": [
               {
                   "host": "YOUR-PG-HOST",
                   "port": 5432,
                   "user": "replica",
                   "password": "replica",
                   "application_name": "pghoard"
               }
           ],
           "object_storage": {
               "aws_access_key_id": "REPLACE",
               "aws_secret_access_key": "REPLACE",
               "bucket_name": "REPLACE",
               "region": "us-east-1",
               "storage_type": "s3"
           },
           "pg_bin_directory": "/usr/bin"
       }
   },
   "http_address": "127.0.0.1",
   "http_port": 16000,
   "log_level": "INFO",
   "syslog": false,
   "syslog_address": "/dev/log",
   "syslog_facility": "local2"
}

Obviously replace the values above with your own. And read pghoard docs for more config explanation.

Note: Make sure you have enough space in your /data; use a Google Persistent Volume if you DB is very big.

Launch script which does 2 things:

  1. Replaces our ENV variables with the right username and password for our replication (make sure you have enough connections for your replica user)
  2. Launches the pghoard daemon.

#!/usr/bin/env bash

set -e

if [ -n "$TESTING" ]; then
   echo "Not running backup when testing"
   exit 0
fi

cat /pghoard.json.template | sed "s/\"password\": \"replica\"/\"password\": \"${REPLICA_PASSWORD}\"/" | sed "s/\"user\": \"replica\"/\"password\": \"${REPLICA_USER}\"/" > /pghoard.json
pghoard --config /pghoard.json


Once you build and upload your image to gcr.io you’ll need a replication controller to start your pghoard daemon pod:

apiVersion: v1
kind: ReplicationController
metadata:
 name: pghoard
spec:
 replicas: 1
 selector:
   app: pghoard
 template:
   metadata:
     labels:
       app: pghoard
   spec:
       containers:
       - name: pghoard
         env:
           - name: REPLICA_USER
             value: "replicant"
           - name: REPLICA_PASSWORD
             value: "The tortoise lays on its back, its belly baking in the hot sun, beating its legs trying to turn itself over. But it can't. Not with out your help. But you're not helping."
         image: gcr.io/your-project/pghoard:latest

The reason I use a replication controller is because I want the pod to restart if it fails, if a simple pod is used it will stay dead and you’ll not have backups.

Future to do:

  • Monitoring (are you backups actually done? if not, do you receive a notification?)
  • Stats collection.
  • Encryption of backups locally and then uploaded to the cloud (this is supported by pghoard).

Hope it helps, stay safe and sleep well at night.

Again, repo with the above: https://github.com/xarg/pghoard-k8s

Running Flask Celery With Kubernetes

Running Flask & Celery with Kubernetes

By Alex Plugaru
5 min read.
0 min read . By Alex Plugaru

At Gorgias we recently switched our flask & celery apps from Google Cloud VMs provisioned with Fabric to using docker with kubernetes (k8s). This is a post about our experience doing this.

Note: I'm assuming that you're somewhat familiar with Docker.


Docker structure

The killer feature of Docker for us is that it allows us to make layered binary images of our app. What this means is that you can start with a minimal base image, then make a python image on top of that, then an app image on top of the python one, etc..

Here's the hierarchy of our docker images:

  • gorgias/base - we're using phusion/baseimage as a starting base image.
  • gorgias/pgbouncer
  • gorgias/rabbitmq
  • gorgias/nginx - extends gorgias/base and installs NGINX
  • gorgias/python - Installs pip, python3.5 - yes, using it in production.
  • gorgias/app - This installs all the system dependencies: libpq, libxml, etc.. and then does pip install -r requirements.txt
  • gorgias/web - this sets up uWSGI and runs our flask app
  • gorgias/worker - Celery worker

Piece of advice: If you used to run your app using supervisord before I would advise to avoid the temptation to do the same with docker, just let your container crash and let k8s handle it.

Now we can run the above images using: docker-compose, docker-swarm, k8s, Mesos, etc...

We chose Kubernetes too

There is an excellent post about the differences between container deployments which also settles for k8s.

I'll also just assume that you already did your homework and you plan to use k8s. But just to put more data out there:

Main reason: We are using Google Cloud already and it provides a ready to use Kubernetes cluster on their cloud.

This is huge as we don't have to manage the k8s cluster and can focus on deploying our apps to production instead.

Let's begin by making a list of what we need to run our app in production:

  • Database (Postgres)
  • Message queue (RabbitMQ)
  • App servers (uWSGI running Flask)
  • Web servers (NGINX proxies uWSGI and serves static files)
  • Workers (celery)

Why Kubernetes again?

We ran the above in a normal VM environment, why would we need k8s? To understand this, let's dig a bit into what k8s offers:

  • A pod is a group of containers (docker, rtk, lxc...) that runs on a Node. It's a group because sometimes you want to run a few containers next to each other. For example we are running uWSGI and NGINX on the same pod (on the same VM and they share the same ip, ports, etc..).
  • A Node is a machine (VM or metal) that runs a k8s daemon (minion) that runs the Pods.
  • The nodes are managed by the k8s master (which in our case is managed by the container engine from Google).
  • Replication Controller or for short rc tells k8s how many pods of a certain type to run. Note that you don't tell k8s where to run them, it's master's job to schedule them. They are also used to do rolling updates, and autoscaling. Pure awesome.
  • Services take the exposed ports of your Pods and publishes them (usually to the Public). Now what's cool about a service that it can load-balance the connections to your pods, so you don't need to manage your HAProxy or NGINX. It uses labels to figure out what pods to include in it's pool.
  • Labels: The CSS selectors of k8s - use them everywhere!

There are more concepts like volumes, claims, secrets, but let's not worry about them for now.


Postgres

We're using Postgres as our main storage and we are not running it using Kubernetes.

Now we are running postgres in k8s (1 hot standby + pghoard), you can ignore the rest of this paragaph.

The reason here is that we wanted to run Postgres using provisioned SSD + high memory instances. We could have created a cluster just for postgres with these types of machines, but it seemed like an overkill.

The philosophy of k8s is that you should design your cluster with the thought that pods/nodes of your cluster are just gonna die randomly. I haven't figured our how to setup Postgres with this constraint in mind. So we're just running it replicated with a hot-standby and doing backups with wall-e for now. If you want to try it with k8s there is a guide here. And make sure you tell us about it.

RabbitMQ

RabbitMQ (used as message broker for Celery) is running on k8s as it's easier (than Postgres) to make a cluster. Not gonna dive into the details. It's using a replication controller to run 3 pods containing rabbitmq instances. This guide helped: https://www.rabbitmq.com/clustering.html

uWSGI & NGINX

As I mentioned before, we're using a replication controller to run 3 pods, each containing uWSGI & NGINX containers duo: gorgias/web & gorgias/nginx. Here's our replication controller web-rc.yaml config:

apiVersion: v1
kind: ReplicationController
metadata:
 name: web
spec:
 replicas: 3 # how many copies of the template below we need to run
 selector:
   app: web
 template:
   metadata:
     labels:
       app: web
   spec:
     containers:
     - name: web
       image: gcr.io/your-project/web:latest # the image that you pushed to Google Container Registry using gcloud docker push
       ports: # these are the exposed ports of your Pods that are later used by the k8s Service
         - containerPort: 3033
           name: "uwsgi"
         - containerPort: 9099
           name: "stats"
     - name: nginx
       image: gcr.io/your-project/nginx:latest
       ports:
         - containerPort: 8000
           name: "http"
         - containerPort: 4430
           name: "https"
       volumeMounts: # this holds our SSL keys to be used with nginx. I haven't found a way to use the http load balancer of google with k8s.  
         - name: "secrets"
           mountPath: "/path/to/secrets"
           readOnly: true
     volumes:
       - name: "secrets"
         secret:
           secretName: "ssl-secret"
And now the web-service.yaml:apiVersion: v1
kind: Service
metadata:
 name: web
spec:
 ports:
 - port: 80
   targetPort: 8000
   name: "http"
   protocol: TCP
 - port: 443
   targetPort: 4430
   name: "https"
   protocol: TCP
 selector:
   app: web
 type: LoadBalancer

That type: LoadBalancer at the end is super important because it tells k8s to request a public IP and route the network to the Pods with the selector=app:web.
If you're doing a rolling-update or just restarting your pods, you don't have to change the service. It will look for pods matching those labels.

Celery

Also a replication controller that runs 4 pods containing a single container: gorgias/worker, but doesn't need a service as it only consumes stuff. Here's our worker-rc.yaml:

apiVersion: v1
kind: ReplicationController
metadata:
 name: worker
spec:
 replicas: 2
 selector:
   app: worker
 template:
   metadata:
     labels:
       app: worker
   spec:
     containers:
     - name: worker
       image: gcr.io/your-project/worker:latest

Some tips

  • Installing some python deps take a long time, for stuff like numpy, scipy, etc.. try to install them in your namespace/app container using pip and then do another pip install in the container that extends it, ex: namespace/web, this way you don't have to rebuild all the deps every time you update one package or just update your app.
  • Spend some time playing with gcloud and kubectl. This will be the fastest way to learn of google cloud and k8s.
  • Base image choice is important. I tried phusion/baseimage and ubuntu/core. Settled for phusion/baseimage because it seems to handle the init part better than ubuntu core. They still feel too heavy. phusion/baseimage is 188MB.

Conclusion

With Kubernetes, docker finally started to make sense to me. It's great because it provides great tools out of the box for doing web app deployment. Replication controllers, Services (with LoadBalancer included), Persistent Volumes, internal DNS. It should have all you need to make a resilient web app fast.

At Gorgias we're building a next generation helpdesk that allows responding 2x faster to common customer requests and having a fast and reliable infrastructure is crucial to achieve our goals.

If you're interested in working with this kind of stuff (especially to improve it): we're hiring!

New Navigation Template Sharing

New navigation & template sharing in the Extension

By
1 min read.
0 min read . By

We've released a new version of the Chrome Extension, with sharing features and a new navigation bar. We hope you'll love it!

Share templates inside the extension

Before, the only way to share templates with your teammates was to login on Gorgias.io.

If you're on the startup plan, when you create a template, you can choose who has access to it: either only you, specific people, or your entire team.

The account management section is now available in the extension, under settings.

New navigation

Tags are now available on the left. It's easier to manage hundreds of templates with them.
You can also navigate through your private & shared templates. Shared templates include templates shared with specific people or with everyone.

We hope you'll enjoy this new version of our Chrome Extension. As usual, your feedback & questions are welcome!


No items found.
Seed Round

We've raised a Seed Round!

By
1 min read.
0 min read . By

Today, we’re thrilled to announce that we’ve raised a $1.5 million Seed round led by Charles River Ventures and Amplify Partners, to help build our new helpdesk.

We’re incredibly grateful to early users, customers, mentors we’ve met both at and Techstars.

We started the journey with Alex at the beginning of 2015 with our Chrome extension, which helps write email faster using templates. We’ve been pleased all along with customers telling us about how helpful it was, especially for customer support.

While building the extension, we’ve realized that a big inefficiency in support lies in the lack of integration between the helpdesk, the payment system, CRM and other tools support is using. As a result, agents need to do a lot of repetitive work to respond to customer requests, especially when the company is big.

That’s why we’ve decided to build a new kind of helpdesk to enable customer support agents to respond 2x faster to customers. You can find out more and sign up for our private beta here.

When a company has a lot of customers, support becomes repetitive. We want to provide support teams with tools to automate the way they treat simple repetitive requests. This way, they have more time for complex customer issues.

We'll now focus on this helpdesk and on growing the team, oh, and if you'd like to join, we're hiring! We're super excited about this new helpdesk product. If you’re using the extension, don’t worry.

Romain & Alex

Outlook Support New Editor

Outlook support & New editor

By
1 min read.
0 min read . By

We've been busy, but not deaf!

Last few months we got lots of feedback about our extension and found to our delight that most people are satisfied, but still a few recurrent issues came up:

  • The HTML/WYSIWYG editor sucks.
  • No support for Outlook.com.

We listened and now we're presenting:

  • A brand new editor
  • Support for outlook.com
  • More on the Rich-Text editor

WYSIWYG editors for the web are notoriously buggy and are just difficult to develop.

I have yet to see one that is bug free. There are few venerable editors that do a good job like TinyMCE, FKEditor or CKEditor.. but they are big and all have edge cases that break the intended formatting and add a lot of garbage html.

There are newer good quality editors in town such as Redactor. The one that got my attention and finally landed in Gorgias is this wonderful editor called which is super lightweight, uses modern content-editable (no i-frames) and 'just works' most of the time. That's not to say it's perfect, but it's good enough and I'm satisfied with it's direction in terms of development.

Enjoy it and as always send us bug-reports or feedback on: support@gorgias.com

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How to Pitch Gorgias Shopping Assistant to Leadership

By Alexa Hertel
min read.
0 min read . By Alexa Hertel

TL;DR:

  • Position Shopping Assistant as a revenue-driving tool. It boosts AOV, GMV, and chat conversion rates, with some brands seeing up to 97% higher AOV and 13x ROI.
  • Highlight its role as a proactive sales agent, not just a support bot. It recommends products, applies discounts, and guides shoppers to checkout in real time.
  • Use cross-industry case studies to make your case. Show leadership success stories from brands like Arc’teryx, bareMinerals, and TUSHY to prove impact.
  • Focus on the KPIs it improves. Track AOV, GMV, chat conversion, CSAT, and resolution rate to demonstrate clear ROI.

Rising customer expectations, shoppers willing to pay a premium for convenience, and a growing lack of trust in social media channels to make purchase decisions are making it more challenging to turn a profit.  

In this emerging era, AI’s role is becoming not only more pronounced, but a necessity for brands who want to stay ahead. Tools like Gorgias Shopping Assistant can help drive measurable revenue while reducing support costs. 

For example, a brand that specializes in premium outdoor apparel implemented Shopping Assistant and saw a 2.25% uplift in GMV and 29% uplift in average order volume (AOV).

But how, among competing priorities and expenses, do you convince leadership to implement it? We’ll show you.

Why conversational AI matters for modern ecommerce

1) Meet high consumer expectations

Shoppers want on-demand help in real time that’s personalized across devices. 

Shopping Assistant recalls a shopper’s browsing history, like what they have clicked, viewed, and added to their cart. This allows it to make more relevant suggestions that feel personal to each customer. 

2) Keep up with market momentum

The AI ecommerce tools market was valued at $7.25 billion in 2024 and is expected to reach $21.55 billion by 2030

Your competitors are using conversational AI to support, sell, and retain. Shopping Assistant satisfies that need, providing upsells and recommendations rooted in real shopper behavior. 

3) Raise AOV and GMV

Conversational AI has real revenue implications, impacting customer retention, average order value (AOV), conversion rates, and gross market value (GMV). 

For example, a leading nutrition brand saw a GMV uplift of over 1%, an increase in AOV of over 16%, and a chat conversion rate of over 15% after implementing Shopping Assistant.

Overall, Shopping Assistant drives higher engagement and more revenue per visitor, sometimes surpassing 50% and 20%, respectively.

AI Agent chat offering 8% discount on Haabitual Shimmer Layer with adjustable strategy slider.
Shopping Assistant can send discounts based on shopper behavior in real time.

How to show the business impact & ROI of Shopping Assistant

1) Pitch its core capabilities

Shopping Assistant engages, personalizes, recommends, and converts. It provides proactive recommendations, smart upsells, dynamic discounts, and is highly personalized, all helping to guide shoppers to checkout

Success spotlight

After implementing Shopping Assistant, leading ecommerce brands saw real results:

Industry

Primary Use Case

GMV Uplift (%)

AOV Uplift (%)

Chat CVR (%)

Home & interior decor 🖼️

Help shoppers coordinate furniture with existing pieces and color schemes.

+1.17

+97.15

10.30

Outdoor apparel 🎿

In-depth explanations of technical features and confidence when purchasing premium, performance-driven products.

+2.25

+29.41

6.88

Nutrition 🍎

Personalized guidance on supplement selection based on age, goals, and optimal timing.

+1.09

+16.40

15.15

Health & wellness 💊

Comparing similar products and understanding functional differences to choose the best option.

+1.08

+11.27

8.55

Home furnishings 🛋️

Help choose furniture sizes and styles appropriate for children and safety needs.

+12.26

+10.19

1.12

Stuffed toys 🧸

Clear care instructions and support finding replacements after accidental product damage.

+4.43

+9.87

3.62

Face & body care 💆‍♀️

Assistance finding the correct shade online, especially when previously purchased products are no longer available.

+6.55

+1.02

5.29

2) Position it as a revenue driver

Shopping Assistant drives uplift in chat conversion rate and makes successful upsell recommendations.  

Success spotlight

“It’s been awesome to see Shopping Assistant guide customers through our technical product range without any human input. It’s a much smoother journey for the shopper,” says Nathan Larner, Customer Experience Advisor for Arc’teryx. 

For Arc’teryx, that smoother customer journey translated into sales. The brand saw a 75% increase in conversion rate (from 4% to 7%) and 3.7% of overall revenue influenced by Shopping Assistant. 

Arc'teryx Rho Zip Neck Women's product page showing black base layer and live chat box.
Arc’teryx saw a 75% increase in conversion rate after implementing Shopping Assistant. Arc’teryx 

3) Show its efficiency and cost savings

Because it follows shoppers’ live journey during each session on your website, Shopping Assistant catches shoppers in the moment. It answers questions or concerns that might normally halt a purchase, gets strategic with discounting (based on rules you set), and upsells. 

The overall ROI can be significant. For example, bareMinerals saw an 8.83x return on investment.  

Success spotlight

"The real-time Shopify integration was essential as we needed to ensure that product recommendations were relevant and displayed accurate inventory,” says Katia Komar, Sr. Manager of Ecommerce and Customer Service Operations, UK at bareMinerals. 

“Avoiding customer frustration from out-of-stock recommendations was non-negotiable, especially in beauty, where shade availability is crucial to customer trust and satisfaction. This approach has led to increased CSAT on AI converted tickets."

AI Agent chat recommending foundation shades and closing ticket with 5-star review.

4) Present the metrics it can impact

Shopping Assistant can impact CSAT scores, response times, resolution rates, AOV, and GMV.  

Success spotlight

For Caitlyn Minimalist, those metrics were an 11.3% uplift in AOV, an 18% click through rate for product recommendations, and a 50% sales lift versus human-only chats. 

"Shopping Assistant has become an intuitive extension of our team, offering product guidance that feels personal and intentional,” says Anthony Ponce, its Head of Customer Experience.

 

AI Agent chat assisting customer about 18K gold earrings, allergies, and shipping details.
Caitlyn Minimalist leverages Shopping Assistant to help guide customers to purchase. Caitlyn Minimalist 

5) Highlight its helpfulness as a sales agent 

Support agents have limited time to assist customers as it is, so taking advantage of sales opportunities can be difficult. Shopping Assistant takes over that role, removing obstacles for purchase or clearing up the right choice among a stacked product catalog.

Success spotlight

With a product that’s not yet mainstream in the US, TUSHY leverages Shopping Assistant for product education and clarification. 

"Shopping Assistant has been a game-changer for our team, especially with the launch of our latest bidet models,” says Ren Fuller-Wasserman, Sr. Director of Customer Experience at TUSHY. 

“Expanding our product catalog has given customers more choices than ever, which can overwhelm first-time buyers. Now, they’re increasingly looking to us for guidance on finding the right fit for their home and personal hygiene needs.”

The bidet brand saw 13x return on investment after implementation, a 15% increase in chat conversion rate, and a 2x higher conversion rate for AI conversations versus human ones. 

AI Agent chat helping customer check toilet compatibility and measurements for TUSHY bidet.
AI Agent chat helping customer check toilet compatibility and measurements for TUSHY bidet.

6) Provide the KPIs you’ll track 

Customer support metrics include: 

  • Resolution rate 
  • CSAT score 

Revenue metrics to track include: 

  • Average order value (AOV) 
  • Gross market value (GMV) 
  • Chat conversion rate 

Shopping Assistant: AI that understands your brand 

Shopping Assistant connects to your ecommerce platform (like Shopify), and streamlines information between your helpdesk and order data. It’s also trained on your catalog and support history. 

Allow your agents to focus on support and sell more by tackling questions that are getting in the way of sales. 

{{lead-magnet-2}}

Shopping Assistant Use Cases

11 Real Ways Ecommerce Brands Use Gorgias Shopping Assistant to Drive Sales

By Holly Stanley
min read.
0 min read . By Holly Stanley

TL;DR:

  • Shoppers often hesitate around sizing, shade matching, styling, and product comparisons, and those moments are key revenue opportunities for CX teams.
  • Guided shopping removes that friction by giving shoppers quick, personalized recommendations that build confidence in their choices.
  • Across 11 brands, guided shopping led to measurable lifts in AOV, conversion rate, and overall revenue.
  • Your biggest upsell opportunities likely sit in the same places your shoppers pause, so start by automating your most common pre-purchase questions.

Most shoppers arrive with questions. Is this the right size? Will this match my skin tone? What’s the difference between these models? The faster you can guide them, the faster they decide.

As CX teams take on a bigger role in driving revenue, these moments of hesitation are now some of the most important parts of the buying journey.

That’s why more brands are leaning on conversational AI to support these high-intent questions and remove the friction that slows shoppers down. The impact speaks for itself. Brands can expect higher AOV, stronger chat conversion rates, and smoother paths to purchase, all without adding extra work to your team.

Below, we’re sharing real use cases from 11 ecommerce brands across beauty, apparel, home, body care, and more, along with the exact results they saw after introducing guided shopping experiences.

1. Recommend similar shoes when an old classic disappears

When you’re shopping for shoes similar to an old but discontinued favorite, every detail counts, down to the color of the bottom of the shoe. But legacy brands with large catalogs can be overwhelming to browse.

For shoppers, it’s a double-edged sword: they want to feel confident that they checked your entire collection, but they also don’t want to spend time looking for it.

How Shopping Assistant helps:

Shopping Assistant accelerates the process, turning hazy details into clear, friendly guidance.

It describes shoe details, from colorways to logo placement, compares products side by side, and recommends the best option based on the shopper’s preferences and conditions.

The result is shoppers who feel satisfied and more connected with your brand.

Results:

  • AOV uplift: +6.5%

2. Suggest complete outfits for special occasions

Big events call for great outfits, but putting one together online isn’t always easy. With thousands of options to scroll through, shoppers often want a bit of styling direction.

How Shopping Assistant helps:

Shoppers get to chat with a virtual stylist who recommends full outfits based on the occasion, suggests accessories to complete the look, and removes the guesswork of pairing pieces together. 

The result is a fun, confidence-building shopping experience that feels like getting advice from a stylist who actually understands their plans.

Results:

  • Chat CVR: 13.02%

3. Match shoppers to the right makeup shade when the formula changes

Shade matching is hard enough in-store, but doing it online can feel impossible. Plus, when a longtime favorite gets discontinued, shoppers are left guessing which new shade will come closest. That uncertainty often leads to hesitation, abandoned carts, or ordering multiple shades “just in case.”

How Shopping Assistant helps:

Shoppers find their perfect match without any of the guesswork. The assistant asks a few quick questions, recommends the closest shade or formula, and offers smart alternatives when a product is unavailable.

The experience feels like chatting with a knowledgeable beauty advisor — someone who makes the decision easy and leaves shoppers feeling confident in what they’re buying.

Katia Komar, Sr. Manager of Ecommerce and Customer Service Operations at bareMinerals UK says, “What impressed me the most is the AI’s ability to upsell with a conversational tone that feels genuinely helpful and doesn't sound too pushy or transactional. It sounds remarkably human, identifying correct follow-up questions to determine the correct product recommendation, resulting in improved AOV. It’s exactly how I train our human agents and BPO partners.”

Gorgias AI Agent recommends a powder that pairs well with the foundation a customer wears.
Gorgias Shopping Assistant recommends a powder that pairs well with the foundation a customer currently wears.

Results:

  • GMV uplift: +6.55%

4. Help find the perfect gift when shoppers don’t know what to buy

When shoppers are buying gifts, especially for someone else, they often know who they’re shopping for but not what to buy. A vague product name or a half-remembered scent can quickly make the experience feel overwhelming without someone to guide them.

How Shopping Assistant helps:

Thoughtful guidance goes a long way. By asking clarifying questions and recognizing likely mix-ups, Shopping Assistant helps shoppers figure out what the recipient was probably referring to, then recommends the right product along with complementary gift options that make the choice feel intentional.

It brings the reassurance of an in-store associate to the online experience, helping shoppers move forward with confidence.

Results:

  • Chat CVR: 8.39%

5. Remove the guesswork from bra sizing online

Finding the right bra size online is notoriously tricky. Shoppers often second-guess their band or cup size, and even small uncertainties can lead to returns — or abandoning the purchase altogether.

Many customers just want someone to walk them through what a proper fit should actually feel like.

How Shopping Assistant helps:

Searching for products is no longer a time-consuming process. Shopping Assistant detects a shopper’s search terms and sends relevant products in chat. Like an in-store associate, it uses context to deliver what shoppers are looking for, so they can skip the search and head right to checkout.

Results:

  • GMV uplift: +6.22%
  • Chat CVR: 16.78%

6. Guide shoppers through jewelry personalization step by step

For shoppers buying personalized jewelry, the details directly affect the final result. That’s why customization questions come up constantly, and why uncertainty can quickly stall the path to purchase.

How Shopping Assistant helps:

Shopping Assistant asks about the shopper’s style preferences and customization needs, then recommends the right product and options so they can feel confident the final piece is exactly their style. The experience feels quick, helpful, and designed to guide shoppers toward a high investment purchase.

Results:

  • GMV uplift: +22.59%

7. Recommend furniture that works well together

Decorating a home is personal, and shoppers often want reassurance that a new piece will blend with what they already own. Questions about color palettes, textures, and proportions come up constantly. And without guidance, it’s easy for shoppers to feel unsure about hitting “add to cart.”

How Shopping Assistant helps:

Giving shoppers personalized styling support helps them visualize how pieces will work in their home. 

Shoppers receive styling suggestions based on their existing space as well as recommendations on pieces that complement their color palette. 

It even guides them toward a 60-minute virtual styling consultation when they need deeper help. The experience feels thoughtful and high-touch, which is why shoppers often spend more once they feel confident in their choices.

Results:

  • AOV uplift: +97.15%
  • Chat CVR: 10.3%

8. Reassure shoppers about flavor before purchase

When shoppers discover a new drink mix, they’re bound to have questions before committing. How strong will it taste? How much should they use? Will it work with their preferred drink or routine? Uncertainty at this stage can stall the purchase or lead to disappointment later.

How Shopping Assistant helps:

Clear, friendly guidance in chat helps shoppers understand exactly how to use the product. Shopping Assistant answers questions about serving size, flavor strength, and pairing options, and suggests the best way to prepare the mix based on the shopper’s preferences.

Results:

  • Chat CVR: 12.75%

9. Match supplements to age, lifestyle, and health goals

Shopping for health supplements can feel confusing fast. Customers often have questions about which formulas fit their age, health goals, or daily routine. Without clear guidance, most will hesitate or pick the wrong product.

How Shopping Assistant helps:

Shopping Assistant detects hesitation when shoppers linger on a search results page. It proactively asks a few clarifying questions, narrows down product options, and points shoppers to the best product or bundle for their needs. 

The entire experience feels supportive and gives shoppers confidence they’ve picked the right option.

Results:

  • AOV uplift: +16.4%
  • Chat CVR: 15.15%

10. Align products with safety needs in kids’ rooms

Shopping for kids’ furniture comes with a lot of “Is this the right one?” moments. Parents want something safe, sturdy, and sized correctly for their child’s age. With so many options, it’s easy to feel unsure about what will actually work in their space.

How Shopping Assistant helps:

Shopping Assistant guides parents toward the best fit right away. It asks about their child’s age, room layout, and safety considerations, then recommends the most appropriate bed or furniture setup. The experience feels like chatting with a knowledgeable salesperson who understands what families actually need as kids grow.

Results:

  • GMV uplift: +12.26%
  • AOV uplift: +10.19%

11. Clarify technical specs that create hesitation

Even something as simple as choosing a toothbrush can feel complicated when multiple models come with different speeds, materials, and features. Shoppers want to understand what matters so they can pick the one that fits their routine and budget.

How Shopping Assistant helps:

Choosing between toothbrush models shouldn’t feel like decoding tech specs. When shoppers can see the key differences in plain language, including what’s unique, how each model works, and who it’s best for, they can make a decision with ease. 

Suddenly, the whole process feels simple instead of overwhelming.

Results:

  • AOV uplift: +11.27%
  • Chat CVR: 8.55%

What these results tell us

Across all 11 brands, one theme is clear. When shoppers get the guidance they need at the right moment, they convert more confidently and often spend more.

Here’s what stands out:

  • AOV jumps when products are technical or high in consideration. Home decor, supplements, and outdoor gear see the biggest lifts because shoppers feel more confident committing to higher-priced items once the details are explained.
  • CVR surges in categories with complex decisions. Lingerie, apparel, and personal styling all showed strong conversion rates because shoppers finally get clarity on fit, shade, or style.
  • GMV rises when AI removes friction from the buying journey. Furniture and beauty saw meaningful gains thanks to personalized recommendations that reduce uncertainty and push shoppers toward the right product faster.
  • The use cases reveal clear upsell opportunities. If your team sees recurring questions about sizing, shade matching, product differences, or how items work together, that’s a strong signal that guided selling can drive more revenue.

What this means for you:

Look closely at your most common pre-purchase questions. Anywhere shoppers hesitate from fit, shade, technical specs, styling, bundles is a place where Shopping Assistant can step in, boost confidence, and unlock more sales.

Want Shopping Assistant results like these?

If you notice the same patterns in your own store, such as shoppers hesitating over sizing, shade matching, product comparisons, or technical details, guided shopping can make an immediate impact. These moments are often your biggest opportunities to increase revenue and improve the buying experience.

Many of the brands in this post started by identifying their most common pre-purchase questions and letting AI handle them at scale. You can do the same.

If you want to boost conversions, lift AOV, and create a smoother path to purchase, now is a great time to explore guided shopping for your team.

Book a demo or activate Shopping Assistant to get started.

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