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Conversational Commerce Metrics

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

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

TL;DR:

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

Conversational commerce finally has a scoreboard.

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

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

Fast forward to today, and everything has changed.

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

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

Why measuring conversational commerce matters now

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

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

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

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

These metrics let you track impact with clarity and confidence.

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

The 4 metric categories that define conversational commerce success

So, what exactly should CX teams be measuring?

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

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

Let’s dive into each.

Automation performance metrics

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

The two most foundational metrics?

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

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

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

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

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

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

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

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

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

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

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

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

That accuracy paid off. 

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

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

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

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

This metric is a direct lens into:

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

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

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

Brands with strong deflection rates typically see:

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

Conversion and revenue impact metrics

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

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

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

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

A strong CVR tells you that conversations are:

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

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

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

Arc’teryx saw this firsthand. 

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

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

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

2. GMV influenced: The revenue ripple effect of conversations

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

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

It’s especially powerful for:

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

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

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

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

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

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

Examples of AOV-lifting conversations include:

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

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

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

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

Strong ROI shows that your AI:

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

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

Related: The hidden power and ROI of automated customer support

Engagement metrics that indicate purchase intent

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

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

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

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

If CTR is high, it’s a sign that:

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

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

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

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

That level of engagement translated directly into better outcomes:

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

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

AI Agent recommends a customer with jewelry safe for sensitive skin

Discounting behavior metrics

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

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

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

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

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

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

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

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

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

A high “discounts applied” rate suggests:

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

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

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

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

How CX teams use these metrics to make better decisions

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

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

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

Here’s what a powerful dashboard unlocks:

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

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

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

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

When you track these consistently, you can:

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

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

2. You uncover what shoppers actually need to convert

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

With these insights, CX teams can:

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

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

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

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

3. You prove that conversations directly drive revenue

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

A clear set of metrics shows how conversations tie to:

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

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

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

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

4. You identify where shoppers are dropping off or hesitating

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

Metrics make friction obvious:

Metric Signal

What It Means

Low CTR

Recommendations may be irrelevant or poorly timed.

Low CVR

Conversations aren’t persuasive enough to drive a purchase.

High deflection but low revenue

AI is resolving tickets, but not effectively selling.

High discount usage

Shoppers rely on incentives to convert.

Low discount usage

You may be offering discounts unnecessarily and losing margin.

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

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

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

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

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

A clear analytics dashboard gives teams visibility into:

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

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

CX drives revenue when you measure what matters

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

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

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

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min read.
AI Alignment

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

By Gabrielle Policella
0 min read . By Gabrielle Policella

TL;DR:

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

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

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

Top learnings from Rhoback’s AI rollout  

1. You can start before you “feel ready”

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

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

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

Why it worked:

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

2. Audit your knowledge sources before you automate

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

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

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

Rhoback’s pre-implementation audit checklist:

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

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

3. Train your AI Agent in small, clear steps

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

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

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

Practical tips:

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

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

4. Prioritize Tone of Voice to make AI feel natural

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

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

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

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

5. Use AI to surface knowledge gaps or inconsistencies

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

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

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

Tips to improve internal alignment:

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

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

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

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

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

How Rhoback built AI confidence:

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

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

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

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

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

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

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

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min read.
Food & Beverage Self-Service

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

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

TL;DR:

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

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

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

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

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

Handling BFCM as a food & beverage brand

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

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

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

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

Top contact reasons in the food & beverage industry 

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

Contact Reason

% of Tickets

🍽️ Subscription cancellation

13%

🚚 Order status (WISMO)

9.1%

❌ Order cancellation

6.5%

🥫 Product details

5.7%

🧃 Product availability

4.1%

⭐ Positive feedback

3.9%

7 ways to improve your self-serve resources before BFCM

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

1) Add informative blurbs on product pages

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

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

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

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

2) Craft additional Help Center and FAQ articles

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

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

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

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

That’s the strategy for German supplement brand mybacs

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

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

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

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

Time for some FAQ inspo:

3) Automate responses with AI or macros

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

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

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

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

Here are the specific responses and use cases we recommend automating

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

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

4) Get specific about product availability

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

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

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

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

5) Provide order cancellation and refund policies upfront 

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

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

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

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

6) Add how-to information 

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

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

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

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

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

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

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

7) Build resources to help with buying decisions 

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

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

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

Set your team up for BFCM success with Gorgias 

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

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

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

Further reading

Helpdesk Solutions

Best Helpdesk Solutions for Ecommerce Brands in 2025

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

TL;DR:

  • Modern helpdesk solutions combine AI automation with human support to handle customer inquiries across email, chat, social, SMS, and voice
  • The best platforms for ecommerce integrate directly with Shopify and your tech stack to provide order context and enable self-service
  • Leading solutions now automate repetitive tickets while empowering agents to deliver personalized, revenue-driving conversations
  • Pricing typically ranges from free starter plans to enterprise tiers based on agent seats and features
  • Gorgias leads for Shopify brands, while Zendesk and Freshdesk serve broader omnichannel needs

Customer support has evolved beyond simple ticket management. Today's helpdesk solutions unite every customer conversation in one platform while automating repetitive tasks through AI. 

For ecommerce brands, this means turning support from a cost center into a revenue driver. The right helpdesk connects to your Shopify store, understands your customers' order history, and helps agents resolve issues faster. 

We evaluated the top platforms based on their ecommerce capabilities, AI features, and ability to scale with growing brands.

What is a helpdesk solution?

A helpdesk solution is a centralized platform that manages all customer support interactions across channels like email, chat, social media, and phone. This means you can see every customer message in one place instead of jumping between different apps and platforms.

The system organizes customer inquiries into tickets, routes them to the right agents, and tracks resolution from start to finish. Think of it as your command center for customer conversations.

Modern helpdesk platforms go beyond basic ticketing. They integrate with your ecommerce platform to pull order data, automate responses to common questions, and provide self-service options through knowledge bases and AI assistants.

The core components work together to streamline your support:

How we evaluate helpdesk solutions for ecommerce

We tested each platform against criteria that matter most for online stores. Our evaluation focused on real-world ecommerce scenarios like order tracking inquiries, return requests, and pre-purchase questions.

We wanted to see which tools empower agents to solve problems quickly while maintaining a personal touch. Speed matters, but so does the human connection that builds loyalty.

Our testing covered these key areas:

  • Ecommerce integrations: How well does it connect to Shopify, BigCommerce, and other platforms you already use?
  • AI capabilities: Can it actually understand and respond to complex customer questions accurately?
  • Setup simplicity: How long from signup to resolving your first ticket?
  • Agent experience: Is the interface intuitive with helpful shortcuts and features?
  • Customer experience: Do shoppers get fast, helpful responses through multiple channels?
  • Growth potential: Will it handle more tickets and team members as you scale?

We prioritized platforms that understand ecommerce workflows. This means recognizing order numbers in messages, accessing complete customer purchase history, and letting agents process refunds without switching between different tools.

The best helpdesk solutions for ecommerce brands

We ranked these platforms based on their ability to serve ecommerce teams specifically. Each excels in different areas, from AI automation to enterprise scalability.

Gorgias, for Shopify brands

Gorgias is purpose-built for ecommerce, with deep Shopify integration that turns support into a sales channel. The platform pulls complete order history and customer data directly into tickets.

This means your agents can modify orders, issue refunds, and recommend products without leaving the helpdesk. They see everything they need to help customers and drive sales in one screen.

Best for: DTC brands on Shopify looking to automate support while driving revenue

Limitations: Less suited for B2B or non-ecommerce businesses

Key features include AI Agent that handles up to 60% of inquiries automatically, revenue tracking on support interactions, and one-click order management actions. The AI capabilities focus on natural language understanding trained specifically on ecommerce scenarios, automatic intent detection, and personalized product recommendations.

Zendesk, for omnichannel enterprises

Zendesk offers the most comprehensive channel coverage with mature features for large support teams. The platform excels at complex workflows and custom integrations but requires more setup time than ecommerce-specific alternatives.

Best for: Enterprise brands needing advanced customization and global support

Limitations: Steep learning curve and higher costs for small teams

The platform includes Zendesk AI for automated responses, workforce management tools, and advanced routing capabilities. AI features cover predictive satisfaction scores, intelligent triage and routing, and sentiment analysis across all customer interactions.

Freshdesk, for multichannel support

Freshdesk balances functionality with affordability, offering strong multichannel support and automation features. The platform includes built-in phone support and field service management uncommon at its price point.

Best for: Growing businesses wanting enterprise features without enterprise pricing

Limitations: Limited ecommerce-specific features compared to specialized platforms

Key features include Freddy AI assistant, collision detection to prevent duplicate work, and parent-child ticketing for complex issues. AI capabilities handle auto-categorization of tickets, thank you detection to close resolved tickets, and AI-powered knowledge base suggestions.

Intercom, for conversational support

Intercom pioneered conversational support with its messenger-first approach. The platform excels at proactive engagement and combines support with marketing automation and product tours.

Best for: SaaS and tech companies prioritizing chat and in-app messaging

Limitations: Email support feels secondary; expensive for large teams

Features include Fin AI agent for instant answers, custom bots with a visual builder, and integrated product tours. AI capabilities include Resolution Bot trained on help articles, custom answers for specific queries, and multilingual AI support.

Other notable helpdesk platforms

Gladly builds complete customer profiles that follow conversations across channels. Agents see the entire history in one timeline, eliminating the need to ask customers to repeat themselves. Best for brands where phone support is critical.

Kustomer treats each customer as a complete profile rather than a series of tickets. The platform's timeline view shows every interaction, order, and event in chronological order. Best for brands wanting deep customer insights and journey mapping.

Help Scout maintains email's personal touch while adding collaboration features. The platform intentionally keeps things simple, making it ideal for teams that don't need complex workflows. Best for small teams prioritizing email support.

Platform

Starting Price

Free Plan

AI Included

Shopify App

Best For

Gorgias

$10/month

Yes (limited)

Yes

Native

Shopify brands

Zendesk

$19/agent/month

No

Add-on

Yes

Enterprises

Freshdesk

Free

Yes

Yes (paid tiers)

Yes

Growing teams

Intercom

$39/month

No

Add-on

Yes

SaaS companies

Gladly

Custom

No

Yes

Yes

Voice-heavy support

Kustomer

$89/agent/month

No

Yes

Yes

Journey mapping

Help Scout

$20/user/month

No

Yes

Yes

Email teams

Helpdesk benefits for ecommerce customer experience

A modern helpdesk transforms how ecommerce brands interact with customers. Beyond resolving issues faster, these platforms turn support conversations into opportunities for growth.

Revenue impact happens through support in several ways:

  • Proactive sales assistance: Agents recommend products based on what customers are browsing or have purchased before
  • Cart recovery: Automated messages re-engage shoppers who abandoned their carts
  • Upselling opportunities: AI suggests complementary items during support conversations
  • Retention improvement: Fast, helpful resolution prevents customers from switching to competitors

Operational efficiency improves across your team:

  • Ticket deflection: Self-service options reduce the number of tickets hitting your inbox
  • Faster resolution: Automation handles routine inquiries instantly, freeing agents for complex issues
  • Agent productivity: One-click actions eliminate repetitive tasks like looking up orders
  • Reduced training time: Centralized knowledge and customer data help new agents get up to speed quickly

The compound effect is significant. Brands using modern helpdesks report higher customer satisfaction scores, increased average order values, and reduced support costs. When agents spend less time on repetitive tasks, they focus on building relationships that drive loyalty and repeat purchases.

Key features to look for in helpdesk solutions

Not all helpdesk features deliver equal value for ecommerce teams. Focus on capabilities that directly impact customer experience and team efficiency rather than getting distracted by bells and whistles you won't use.

Core functionality you need:

  • Unified inbox: See all channels in one view without switching between tabs or apps
  • Smart routing: Automatically assign tickets based on topic, urgency, or which agent has the right skills
  • Collision detection: Prevent multiple agents from answering the same ticket and confusing customers
  • Bulk actions: Update multiple tickets at once to save time on administrative tasks

AI and automation that actually helps:

  • Intent detection: Understand what customers need without manually tagging every ticket
  • Auto-responses: Answer common questions instantly with accurate, helpful information
  • Suggested replies: Help agents respond faster with AI recommendations based on context
  • Workflow automation: Trigger actions automatically based on conditions you set

Ecommerce-specific features that matter:

  • Order management: View and modify orders directly within tickets without switching systems
  • Customer timeline: See complete purchase and interaction history in one place
  • Product catalog access: Reference current inventory, specifications, and pricing
  • Revenue attribution: Track which support interactions influence sales and repeat purchases

Self-service capabilities customers expect:

  • Knowledge base: Searchable help articles with analytics showing what customers actually read
  • Chat widgets: Embedded assistance on your website that feels natural and helpful
  • Contact forms: Structured inquiries that gather the right information upfront
  • Order tracking: Let customers check status without contacting support

Feature Category

Must-Have

Nice-to-Have

Advanced

Channels

Email, Chat

Social, SMS

Voice, Video

Automation

Macros, Rules

AI responses

Predictive routing

Integration

Ecommerce platform

Email marketing

ERP, WMS

Analytics

Response time, CSAT

Revenue tracking

Predictive insights

Self-service

Knowledge base

Community

AI assistant

How to choose a helpdesk solution for your brand

Selecting the right helpdesk requires matching platform capabilities to your specific needs. Start with your current pain points and where you want to be in 12 months, not just what sounds impressive in demos.

Assess what you actually need:

  • Volume analysis: Count your average daily tickets and identify peak periods like holidays or product launches
  • Channel audit: List where customers currently contact you and which support cannels matter most
  • Team structure: Consider current agent count, skill levels, and how you want to organize work
  • Tech stack: Document existing tools that need to integrate seamlessly

Evaluate platforms the right way:

  • Request demos: See the platform handling your actual use cases, not generic examples
  • Start free trials: Test with real tickets and your actual agents, not just administrators
  • Check references: Talk to similar brands using the platform about their real experience
  • Review roadmaps: Make sure the vendor's direction aligns with where your business is headed

Plan implementation for success:

  1. Map your current workflows before migrating anything
  2. Clean up historical data so it imports smoothly
  3. Train power users first to become internal champions
  4. Run systems in parallel during transition to avoid disruption
  5. Gather feedback from agents and customers, then iterate

The best helpdesk aligns with how your team works today while supporting where you're headed tomorrow. Don't choose based on features you might need someday — choose based on problems you need to solve right now.

Helpdesk pricing models and typical costs

Helpdesk pricing varies widely based on features, team size, and vendor approach. Understanding the models helps you budget accurately and avoid surprise costs that blow up your monthly expenses.

Common pricing structures work like this:

  • Per-agent pricing: Pay for each support team member who needs access
  • Tiered plans: Feature bundles at set price points with clear upgrade paths
  • Usage-based: Cost scales with ticket volume or customer contacts
  • Freemium: Basic features free with paid upgrades for advanced capabilities

Most ecommerce brands end up paying between $50-$500 USD monthly for helpdesk software, depending on team size and features needed. Entry-level plans start free or around $10 per agent, while advanced features like AI and voice support can push costs to $100+ per agent monthly.

Hidden costs that catch teams off guard:

  • Implementation fees: One-time setup and migration charges that can run thousands of dollars
  • Training costs: Time investment for vendor-led or self-directed learning
  • Integration expenses: Connecting to existing tools often requires developer time
  • Add-on features: AI, advanced analytics, and additional channels usually cost extra

Calculate return on investment by tracking:

  • Time savings: Reduced handle time multiplied by agent hourly cost
  • Deflection value: Tickets avoided through self-service and automation
  • Revenue impact: Sales influenced by support interactions and recommendations
  • Retention improvement: Reduced churn from better, faster customer experience

Most brands see positive ROI within three to six months when accounting for efficiency gains and revenue impact. The key is measuring what matters, not just what's easy to track.

Get started with an ecommerce-ready helpdesk

Your next step depends on your current situation. If you're drowning in tickets, start with a platform that offers quick AI automation to handle the repetitive stuff. If customer experience is suffering, prioritize platforms with strong self-service and omnichannel features.

The right helpdesk doesn't just solve today's problems — it scales with your ambitions and turns support into a competitive advantage. Book a demo to see how leading ecommerce brands transform support into a growth engine that drives revenue while keeping customers happy.

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Customer Experience

Customer Experience in Ecommerce: The Complete Guide

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

TL;DR:

  • Customer experience (CX) encompasses every interaction a customer has with your brand, from first discovery through post-purchase support
  • CX differs from customer service by including the entire journey, not just support touchpoints
  • Great ecommerce experiences drive higher retention rates, increased lifetime value, and stronger word-of-mouth marketing
  • Measuring CX requires tracking both quantitative metrics (CSAT, NPS) and qualitative feedback across all channels
  • Modern CX relies on omnichannel tools, AI automation, and self-service options to meet customer expectations

Customer experience shapes how shoppers perceive your brand at every touchpoint. From the moment they discover your store through ads or social media to their post-purchase support interactions, each moment contributes to their overall impression. 

For ecommerce brands, this means coordinating everything from your website design to your shipping notifications to your return process. The brands that excel at CX turn one-time buyers into loyal customers who spend more and recommend your products to others.

What is customer experience?

Customer experience is the overall perception a shopper has of your brand based on every interaction they have with you. This means everything from seeing your Instagram account to unboxing their order and getting help from your support team shapes how they feel about your business.

CX includes three types of responses from your customers. Cognitive responses are what they think about your brand. Emotional responses are how your brand makes them feel. Behavioral responses are the actions they take, like making a purchase or leaving a review.

Your customer experience spans multiple touchpoints and stages:

  • Discovery touchpoints: Social media ads, search results, influencer mentions, word-of-mouth recommendations
  • Shopping touchpoints: Website browsing, product pages, checkout process, payment options
  • Fulfillment touchpoints: Order confirmation emails, shipping notifications, delivery experience, packaging
  • Support touchpoints: Live chat conversations, email responses, return processes, help center articles

Each touchpoint either builds trust or creates friction. When you nail the experience across all these moments, customers come back for more.

How is customer experience different from customer service?

Category

Customer Service

Customer Experience

Core Function

Reacts to problems

Shapes the full journey

Scope

Support interactions only

Every touchpoint with the brand

Primary Goal

Fix issues after they happen

Prevent issues and create positive moments

Channels

Email, chat, phone

Marketing, website, product, shipping, returns, support

Ownership

Support team

Entire company

Metrics

Response time and resolution rate

Retention, lifetime value, referral rates

Business Impact

Improves satisfaction during issues

Drives long-term loyalty and revenue

Relationship

One piece of the experience

The full system customers move through

Customer service is reactive support when problems arise. Customer experience is proactive engagement across your customer's entire journey with your brand.

Think of customer service as one piece of a much larger puzzle. Customer service focuses on solving problems after they happen, while customer experience shapes the entire journey that a customer goes through — from their welcome email, all the way to their conversation with an agent after purchase.

Why customer experience matters in ecommerce

Customer experience becomes your advantage when products and prices look similar across brands. A better experience makes shoppers choose you, come back again, and recommend you to others.

These are the main benefits of investing in customer experience as an ecommerce business.

Good first impression for new customers

A strong first experience builds confidence. When shoppers understand your product, know what to expect, and can get quick answers, buying feels easy instead of risky. Clear details remove second thoughts. Helpful support fills in any gaps. A checkout that “just works” keeps people moving forward rather than leaving you for a competitor.

Lower operating costs

When customers can find answers on their own, your team spends less time on repetitive questions. Good CX practices like communicating before issues pop up help your team avoid a wave of preventable tickets. And when your product info is accurate and helpful? You’ll notice fewer returns and disappointed reviews. All of this reduces workload and saves money as you grow.

Related: The hidden power and ROI of automated customer support

Stronger brand reputation

People love to talk about brands that make their lives easier, and that starts with the customer experience. A well-thought-out customer experience becomes strong enough to inspire positive word-of-mouth reviews, viral social shares, and a better reputation.

What makes a great customer experience in ecommerce

A great customer experience is the one shoppers barely notice because nothing gets in their way. The path from browsing to buying feels simple, and customers never have to wonder what to do next. When the experience feels this easy, it builds trust — and trust becomes the reason they come back.

Here are the core components that lead to that kind of experience.

Accuracy

As AI becomes essential to customer experience, accuracy is the new standard customers judge you by. Speed matters, but it's worthless if the answer is wrong. Shoppers want one-touch resolutions, not back-and-forth conversations or unnecessary escalations.

Related: AI Agent keeps getting smarter (here’s the data to prove it)

Speed

Speed still matters because most shoppers want to get in, get what they need, and get out. When they have a question about items already in their cart, a quick answer can be the difference between a completed order and an abandoned one. Slow support creates doubt, while fast responses and reliable shipping options keep momentum going and help customers finish their purchase with confidence.

Read more: Why faster isn’t always better: The pitfalls of fast-only customer support

Personalization

A 2024 survey found that about 80% of consumers expect personalized interactions from the brands they shop with personalization expectations. When recommendations feel relevant, customers feel understood and are more likely to come back.

Transparency

All your customers want is honesty. Showing accurate inventory, reliable shipping estimates, and clear return policies all build trust from the very start. Make your expectations clear, and you're less likely to face returns, complaints, and frustrated customers.

Accessibility

The best customer experiences feel intuitive. Give shoppers a clear path to the details they need, whether they’re checking sizing or reviewing return policies. Nothing should feel tucked away. Visible support options and intuitive navigation help customers move toward checkout without second-guessing the process.

How to measure customer experience (metrics and KPIs)

You need both numbers and stories to understand your customer experience performance. Quantitative metrics show you what's happening. Qualitative feedback explains why it's happening.

CSAT

Customer Satisfaction (CSAT) measures immediate happiness with specific interactions. Ask customers to rate their experience after support conversations or purchases. This gives you real-time feedback on individual touchpoints.

NPS

Net Promoter Score (NPS) measures overall loyalty by asking how likely customers are to recommend your brand. Scores range from zero to 10. Promoters (9-10) drive growth through referrals. Detractors (0-6) may damage your reputation through negative word-of-mouth.

Customer effort

Customer Effort Score (CES) measures how much work customers put in to get help. Lower effort scores predict higher loyalty. Customers remember when you make things easy for them.

Handle times

Average handle time (AHT) and first contact resolution (FCR) measure your support team's efficiency. While not direct customer experience metrics, they impact how customers perceive your responsiveness and competence.

Churn rate

Churn rate shows the percentage of customers who stop buying from you. High churn often signals experience problems that need attention. Track churn by customer segments to identify patterns.

Customer lifetime value

Customer lifetime value (CLV) predicts total revenue from each customer relationship. Improving experience is one of the most effective ways to increase CLV. Happy customers buy more often and spend more over time.

What you need to run your first customer experience function

A customer experience strategy is the plan for how your brand treats customers from the moment they discover you to the moment they buy again. The easiest way to think about it is in layers.

1. Customer-facing interactions

This is the top layer and the part customers notice first. Clear product pages, helpful support, fast shipping updates, and easy returns all belong here. These touchpoints affect how customers feel about buying from you. A strong strategy starts with deciding what “a great experience” looks like at each of these moments.

Quick Tip: Start small. Pick one or two touchpoints that cause the most friction, like a product page or the returns process, and improve them first. Early wins give you the confidence to keep expanding your CX foundation without getting overwhelmed.

2. Customer research

To deliver an unforgettable experience, you need to know what customers actually want. This layer focuses on gathering real feedback from reviews, surveys, and customer conversations. You don’t need a complex process for this — just a consistent way to spot patterns and record what customers love and don’t love.

Read more: How to use CX data to improve marketing, messaging & conversions

3. Journey planning

Once you understand your customers, map out their relationship with your brand from first click to repeat purchase. It can be a simple outline that shows the main steps customers take and where friction typically occurs. This layer helps you prioritize the improvements that will have the greatest impact.

4. Roles and responsibilities

It’s time to get in the weeds: decide who owns which part of the customer journey. Who will handle product info? Respond to support tickets? Oversee shipping and logistics? Clear ownership ensures a consistent experience even as the business grows.

Here are some guiding questions to help decide who should own what:

  • Which parts of the customer journey should the CX team own right now? This might include support responses, FAQs, returns communication, and post-purchase messaging. It typically wouldn’t own inventory, shipping operations, or product page content.
  • Which tasks take the most time or create the most friction for customers? These become your first areas to delegate or hire for.
  • If you could hire one person next, what CX work would they take over immediately? This helps you prioritize whether you need a support specialist, a CX operations role, or someone focused on retention.

5. Tools and systems behind the scenes

This is the foundation layer that supports your entire CX function. You need tools that bring customer data together, help your team communicate with shoppers, automate repeat questions, and show how you’re performing. A good CX platform becomes the backbone of your operation.

We recommend using an ecommerce-specific helpdesk with the following features:

  • Omnichannel: Your helpdesk should integrate all your support channels — from email and chat to SMS and social media — and funnel them into a single inbox for quick responding. 
  • AI-powered chat features: Customers ask questions even when your team is offline. Ensure you can resolve their issues with an AI chat trained on your policies and can deliver accurate answers 24/7.
  • In-depth analytics: Improvement is key to meeting customer expectations. It’s imperative that your tool comes with analytics on agent performance, automation opportunities, customer satisfaction, and product insights.

Read more: Best AI helpdesk tools: 10 platforms compared

Put your customer experience strategy into motion

You now have the building blocks of what makes a strong customer experience. The next step is to put those elements into practice by improving the touchpoints customers feel most strongly about and tightening the systems that support them.

AI-powered support helps you do this at scale by resolving repeat questions instantly and giving your team more time for work that moves the business forward.

Book a demo to explore how leading ecommerce brands use Gorgias to automate up to 60% of support inquiries.

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Future of Conversational Commerce

The Future of Conversational Commerce for Ecommerce Brands

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

TL;DR:

  • Conversational commerce uses real-time messaging to turn conversations into sales through chat, AI, and messaging apps
  • Success comes from focusing on high-intent moments across the customer journey, from pre-purchase guidance to post-purchase automation
  • The best tech stack for conversational commerce combines AI agents, helpdesks, and Shopify data for personalized experiences
  • Future trends include agentic assistants, visual search, and stronger safeguards for customer trust

Online shopping has transformed from simple catalogs to live selling to conversational commerce — all in just a few years. The advent of conversational AI has turned shopping into a collaborative activity, with AI agents, or smart chatbots, assisting with searches, recommendations, and purchases.

As conversational commerce evolves, brands that embrace it now will be best positioned to nurture their customer base and unlock new revenue opportunities. 

In this post, we'll explore how AI is reshaping conversational commerce, where it drives the most ROI, and the technology you need to implement it successfully today and beyond.

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What is conversational commerce?

Conversational commerce is a sales and support strategy that uses real-time conversations to help customers shop, often via a conversational AI tool. This means you can sell products and solve problems through chat, messaging apps, and voice assistants. 

Think of it as bringing your store into the conversation. When a customer asks “Does this jacket run large?” through chat, they get an instant answer that helps them decide to buy. 

The core channels for conversational commerce include:

  • Live chat widgets: Pop-up chat boxes on your website where customers can ask questions
  • AI assistants: Smart chatbots that understand natural language and can complete tasks
  • Messaging apps: WhatsApp, Facebook Messenger, and SMS where customers already spend time
  • Voice assistants: Phone support powered by AI that can handle calls 24/7

This approach bridges the gap between shopping and support. Your support team becomes a revenue driver by helping shoppers feel confident and ready to buy.

How AI is changing conversational commerce for ecommerce brands

AI is the engine making conversational commerce work at scale. Modern AI can understand what customers mean, not just what they type, making conversations feel natural and helpful.

Round-the-clock conversations with generative AI

Generative AI and large language models have changed everything. These systems can understand context, detect emotions, and respond like a human would. This means your AI can handle complex questions about sizing, shipping, or product compatibility without sounding robotic.

You can train AI on your specific brand voice, policies, and product information. When a customer asks about your return policy, the AI responds using your exact guidelines and tone. This makes every automated conversation feel authentic and accurate.

Conversion uplift with proactive messaging

Modern AI doesn't just wait for customers to ask questions. It watches shopper behavior and jumps in at the right moment to help.

If someone spends three minutes on a product page without buying, AI can offer help with sizing or answer common questions. If a customer adds items to their cart but hesitates at checkout, the AI can address concerns about shipping costs or return policies.

This proactive approach catches customers before they leave your site. The result is fewer abandoned carts and more completed purchases.

Transparent escalations from AI to human, and vice versa

Customers want to know when they're talking to AI versus a human. Smart brands are transparent about their AI use and make it easy to escalate to human agents when needed.

The key is using AI to enhance the experience, not replace human connection entirely. Set clear boundaries for what your AI can handle and always provide an obvious path to human help for complex issues.

Where conversational commerce drives ROI across the customer journey

Conversational commerce impacts every touchpoint from discovery to retention. Here's where it delivers the biggest returns.

Pre-purchase guidance and conversion lift

When shoppers have questions about products, fast answers make the difference between a sale and a lost customer. Conversational tools provide instant responses about sizing, materials, compatibility, and shipping.

AI agents can also act as personal shoppers. They analyze browsing behavior and recommend products that match what the customer is looking for. This guidance removes friction and gives shoppers confidence to buy.

Key benefits include:

  • Instant answers: No waiting for email responses or searching through FAQ pages
  • Personalized recommendations: AI suggests products based on browsing history and preferences
  • Confidence building: Customers feel supported in their purchase decisions

Cart recovery and reduced abandonment

Cart abandonment costs ecommerce brands billions in lost revenue. Conversational commerce offers a direct solution by engaging hesitant shoppers at checkout.

Instead of generic pop-ups, AI can start personalized conversations addressing specific concerns. Maybe the customer is worried about shipping costs or return policies. The AI can explain your policies or offer a small discount to encourage completion.

This personal touch turns potential lost sales into revenue. Customers appreciate the help and are more likely to complete their purchase.

Post-purchase automation and lower costs

The most common support tickets are post-purchase questions like, “Where is my order?” AI can handle these inquiries instantly, providing tracking updates, processing returns, or modifying orders without human intervention.

This automation dramatically reduces ticket volume for your support team. Your agents can focus on complex issues that require human judgment while AI handles the routine stuff. The result is lower support costs and faster resolution times.

Retention campaigns and higher lifetime value

Conversational channels like SMS and WhatsApp are perfect for staying connected with customers after purchase. You can send personalized offers, new product announcements, or win-back campaigns directly to their phones.

These messages feel more personal than email because they arrive in apps customers use daily. Higher engagement leads to more repeat purchases and stronger customer relationships.

Best practices to implement conversational commerce in 2025

You don't need to overhaul everything at once. Smart implementation starts small and scales based on results.

Start with high-intent touchpoints

Focus on pages where conversations will have the biggest impact. These are places where customers are actively making decisions or need help.

High-impact locations include:

  • Product pages: Answer questions about features, sizing, and compatibility
  • Checkout pages: Address last-minute concerns about shipping or returns
  • Order tracking pages: Provide instant updates to reduce support tickets

Deploy chat on these pages first. Measure the impact before expanding to other areas of your site.

Integrate data and systems

Conversational commerce works best when connected to your other tools. Integration with Shopify, your customer relationship management system, and shipping software gives agents complete context.

When a customer starts a chat, your agent (human or AI) can see their order history, past conversations, and loyalty status. This eliminates the need for customers to repeat information and enables truly personalized service.

Measure conversation-to-conversion

Track metrics that matter for your business, not just support efficiency. While response time is important, the real goal is understanding how conversations impact revenue.

Key metrics to monitor:

  • Conversion rate from chat: How many chat conversations lead to purchases
  • Average order value: Whether chat customers spend more than average
  • Cart recovery rate: How many abandoned carts get saved through conversation

Set up proper attribution to connect conversations to sales. This proves the value of your conversational commerce investment.

Keep human handoff obvious

AI is powerful but can't solve every problem. Make it easy for customers to reach human agents when needed.

Train your AI to recognize complex issues, frustrated language, or specific keywords that require human help. Display the “talk to a human” option prominently in your chat interface. This builds trust and ensures customers never feel trapped in automation.

The tech stack for conversational commerce on Shopify

Building effective conversational commerce requires the right tools working together. For Shopify brands, this means platforms that integrate deeply with your store data.

AI Agent for support and sales

A modern AI Agent does more than answer questions. It's trained on your brand voice and policies to handle both support tickets and sales conversations.

Your AI can resolve common inquiries like order tracking while also guiding shoppers with product recommendations. It can apply discount codes, answer pre-sale questions, and even upsell related products. This makes it a 24/7 revenue driver, not just a support tool.

Read more: How AI Agent works & gathers data

Ecommerce-centric helpdesk

Customers contact you through email, chat, social media, SMS, and phone. A helpdesk made for ecommerce brings all these conversations into one place.

This gives your team complete visibility into every customer interaction. They can see the full conversation history regardless of channel and provide consistent, informed responses. No more asking customers to repeat their issues or losing context when switching between platforms.

Voice and SMS for real-time engagement

Phone and text support shouldn't require separate systems. Integrated voice and SMS solutions work within your existing helpdesk.

Features like interactive voice response menus help customers self-serve common requests. SMS is perfect for order updates, shipping notifications, and marketing campaigns. The ability to seamlessly move conversations between channels gives customers ultimate flexibility.

What the future of conversational commerce looks like for DTC brands

Several trends will shape conversational commerce in the next few years. Preparing for these changes gives you competitive advantage.

Agentic assistants and guided selling

The next evolution is agentic AI that can complete multi-step tasks autonomously. Instead of just answering questions, these assistants will take action on behalf of customers.

Imagine a customer saying “I need to exchange this shirt for a larger size.” An agentic assistant could process the return, generate a shipping label, create a new order for the correct size, and send tracking information — all in one conversation.

This level of automation makes shopping truly effortless. Customers get what they need without jumping between systems or waiting for human agents.

Read more: Stop resolving these 7 tickets manually (Use AI Agent Actions instead)

Visual and voice search and faster discovery

How customers find products is changing rapidly. Soon, shoppers will upload photos of items they like and ask AI to find similar products in your store. Voice search will become more sophisticated, letting customers describe what they want in natural language.

To prepare, ensure your product catalog has rich descriptions and proper tagging. This helps AI understand and match products to these new search methods. Brands that optimize for visual and voice discovery will capture more traffic.

Security and safeguards in AI commerce

As more transactions happen through conversations, security becomes critical. Customers need to trust that their data is safe and their interactions are legitimate.

This means implementing strong fraud prevention, being transparent about AI use, and following privacy-by-design principles. Building customer trust requires balancing personalization with privacy protection. Brands that get this right will have lasting competitive advantage.

Turn conversations into revenue with Gorgias

Gorgias combines conversational AI, an omnichannel helpdesk, and deep Shopify integration to deliver true conversational commerce. Our AI automates up to 60% of common inquiries while increasing conversion rates through personalized shopping assistance.

Ready to see conversational commerce in action? Book a demo to learn how Gorgias can level up your customer experience. 

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Conversational Commerce Benefits

7 Key Benefits of Conversational Commerce for Ecommerce

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

TL;DR:

  • Conversational commerce uses real-time messaging to turn support into sales opportunities
  • Brands see higher conversion rates through instant answers to pre-purchase questions
  • AI and automation handles repetitive inquiries while agents focus on complex issues
  • Personalized recommendations and proactive messaging increase average order value
  • Customer data from conversations powers smarter marketing and loyalty programs

Ecommerce and retail accounted for over 35% of conversational commerce spend in 2023, totaling $9 billion globally. This isn't surprising — conversational commerce delivers what customers demand nowadays: immediate, personalized responses wherever they shop. 

We’ll explain what conversational commerce is, its benefits for ecommerce brands, and how to implement it effectively.

What is conversational commerce?

Conversational commerce is the practice of using real-time, two-way conversations as your storefront, turning every customer interaction into an opportunity to sell, support, and build relationships through instant messaging.

The key difference from traditional ecommerce is the interactive element. You're not just displaying products and hoping customers buy. You're actively answering questions and guiding shoppers through their experience in real time.

These conversations happen across four main channels:

  • Live chat: A chat widget on your site where shoppers get immediate answers from human agents or automation. One agent can manage multiple chats simultaneously, boosting efficiency while keeping things personal.
  • AI assistants: Smart helpers that use Natural Language Processing (NLP) to understand customer intent. They guide shoppers through questions, offer product suggestions, handle FAQs, and can complete transactions or post-purchase support right in the chat.
  • Messaging apps: WhatsApp, Facebook Messenger, and SMS. Instead of sending customers to your website, you bring the shopping to them in channels they already trust.
  • Voice assistants: AI-powered voice support that delivers natural phone conversations without needing a call center. These agents answer questions, route calls, handle returns and exchanges, and personalize support based on customer behavior.

Read more: Conversational commerce: A complete beginner's guide

The benefits of conversational commerce for ecommerce brands

Conversational commerce delivers measurable results that impact both revenue and operational efficiency. Here are the seven key benefits you can expect.

1. Higher conversion rates from instant answers

When shoppers have questions, they want answers immediately. Making them wait for email replies often means losing the sale.

Conversational commerce removes this barrier by providing instant responses. Questions about sizing, product features, or shipping policies get answered in seconds. This is especially critical for mobile shoppers who have less patience for complex navigation.

Real-time answers work because they catch customers at the moment of highest intent. When someone is actively considering a purchase and asks a question, an immediate helpful response often provides the final push they need to buy.

2. Bigger average order value from personalized recommendations

Conversations create natural opportunities for upselling that are often hard to come by when a customer just wants to know where their order is. Based on what customers ask or what's in their cart, you can make relevant recommendations that feel helpful rather than pushy.

  • Context-based suggestions: If someone buys a camera, suggest a compatible lens or carrying case
  • Bundle recommendations: Offer complete outfits when customers buy individual clothing items
  • Upgrade opportunities: Present premium versions when customers ask about basic products

These recommendations work because they're contextual and helpful. Customers see them as expert advice rather than sales pitches, leading to natural increases in average order value.

3. Lower cart abandonment with proactive messaging

Cart abandonment affects nearly every ecommerce store. Conversational commerce gives you powerful tools to combat this problem through proactive engagement.

You can set up triggers that automatically engage shoppers showing signs of abandonment. A simple message like "Questions about the items in your cart?" can re-engage hesitant buyers. You can also offer time-sensitive discounts or clarify shipping information that might be causing hesitation.

The key is timing. Catching customers at the right moment with the right message can recover significant revenue that would otherwise be lost.

Related: Why campaign timing matters: 4 ways to get it right

4. Faster resolutions with automation

Many support inquiries are repetitive and simple to resolve. Questions about order status, return policies, or shipping information can easily be handled by AI agents.

Automating these responses provides several benefits:

  • Instant answers: Customers get help immediately, even outside business hours
  • Agent efficiency: Human agents focus on complex issues that require personal attention
  • Consistent quality: AI provides accurate, on-brand responses every time
  • Scalability: Handle volume spikes without increasing headcount

This automation doesn't replace human agents. It frees them to do more work that drives actual business value.

5. Lower support costs with self-service

Self-service capabilities significantly reduce support ticket volume. AI-powered chatbots and well-structured help centers can deflect common questions before they reach your team.

This approach allows you to scale support operations without proportionally increasing costs. You can handle seasonal volume spikes like Black Friday Cyber Monday without overwhelming your team or sacrificing service quality.

The cost savings compound over time. Every automated resolution reduces the load on human agents, allowing smaller teams to support larger customer bases effectively.

6. Richer customer data for smarter campaigns

Every conversation generates valuable zero-party data — information customers willingly share with you. Through natural dialogue, you learn about preferences, pain points, and purchase motivations.

This data becomes a goldmine for marketing teams:

  • Targeted segments: Create highly specific customer groups based on expressed interests
  • Personalized content: Tailor website and email content to individual preferences
  • Product development: Use customer feedback to inform future product decisions
  • Campaign optimization: Understand what messaging resonates with different customer types

The more you understand your customers through conversations, the more effective all your marketing becomes.

7. Stronger loyalty through consistent, human-like support

Conversational commerce builds relationships through every interaction. When customers feel heard and valued, they become repeat buyers and brand advocates.

Fast, helpful, and personalized interactions create memorable experiences that build trust. By maintaining consistent brand voice across all channels and providing support that feels human, you foster emotional connections with customers.

These relationships are the foundation of long-term business success. Loyal customers have higher lifetime value, make more frequent purchases, and refer others to your brand.

High-impact use cases for DTC brands

DTC brands thrive by turning the online shopping experience into a competitive advantage. Maximizing each touchpoint with conversational commerce is how you do it. Focus on these use cases for quick, measurable impact.

Pre-purchase consultative selling for guidance

Products requiring education — like skincare, supplements, or technical apparel — hugely benefit from conversational selling. Chat acts as a virtual consultant, helping customers find the product made for them.

How to implement: Create guided flows that ask about customer needs and recommend perfect products. This consultative approach builds confidence and helps shoppers feel certain about their choices.

Order status and returns self-service for deflection

Order status and returns questions dominate most support queues. Automating these inquiries reduces the load of day-to-day tasks, benefiting long-term efficiency.

How to implement: Set up self-serve order management on your website. Guide customers through return initiation directly within chat and link to your returns portal. This deflects huge volumes of repetitive tickets.

Cart and discount recovery for saved revenue

Proactively engaging cart abandoners delivers some of the highest ROI in conversational commerce. When customers have items in cart but haven't checked out, trigger helpful messages.

How to implement: Offer to answer questions or provide time-sensitive discounts to create urgency. This simple intervention can recover significant otherwise-lost revenue.

Best practices to get started without overwhelming your team

Implementing conversational commerce doesn't require massive overhauls. Start small, prove value, and expand based on results.

Start with top intents like WISMO and returns

Don't automate everything immediately. Begin with your highest-volume, most repetitive inquiries — typically order status questions and return policy inquiries.

Build solid automation for these top intents first. Measure impact on ticket volume, resolution time, and customer satisfaction. This creates clear wins and builds momentum for future expansion.

Launch on one high-impact channel first

Choose one channel based on where your customers are most active. Analyze your data to understand whether that's website chat, Instagram DMs, or SMS.

Master that channel before expanding to others. This allows you to test, learn, and optimize in a controlled environment. Apply these learnings as you scale to ensure consistent, high-quality experiences everywhere.

The future of conversational commerce for ecommerce teams

Generative AI is making support conversations more natural than ever.

The future focuses on proactive and predictive engagement, where brands anticipate customer needs before they're expressed. As privacy concerns grow, owned channels and first-party data from conversations become increasingly valuable for building direct customer relationships.

Ready to see how leading ecommerce brands turn every customer conversation into growth opportunities? Book a demo to see Gorgias in action and learn how you can transform your customer experience.

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Food & Beverage Self-Service

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

By Alexa Hertel
min read.
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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What is Conversational AI? The Ecommerce Guide

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

TL;DR:

  • Conversational AI combines natural language processing, machine learning, and generative AI to create human-like interactions
  • For ecommerce, it automates customer service, drives sales through personalized recommendations, and scales support 24/7
  • Key types include chatbots, voice assistants, and AI agents that handle both support and sales tasks
  • Implementation requires defining clear goals, choosing an ecommerce-ready platform, and connecting your tech stack

Conversational AI changes how ecommerce brands interact with customers by enabling natural, human-like conversations at scale, helping reduce customer churn

Instead of forcing shoppers through rigid menus or making them wait for support, conversational AI understands questions, detects intent, and delivers instant, personalized responses. 

This technology powers everything from customer service chatbots to voice assistants, helping brands automate repetitive tasks while maintaining the personal touch customers expect. 

For ecommerce specifically, it means handling order inquiries, providing product recommendations, and recovering abandoned carts — all without adding headcount.

What is conversational AI?

Conversational AI is a type of artificial intelligence that allows computers to understand, process, and respond to human language through natural, two-way conversations. This means your customers can ask questions in their own words and get helpful answers that feel like they're talking to a real person.

Unlike basic chatbots that only recognize specific keywords, conversational AI actually understands what your customers mean. It can handle typos, slang, and complex questions that have multiple parts. The AI learns from every conversation, getting better at helping your customers over time.

Think of it as having a super-smart team member who never sleeps, never gets frustrated, and remembers every detail about your products and policies. This AI team member can chat with customers on your website, answer questions through social media, or even handle phone calls.

What are the key components of conversational AI?

Conversational AI works because several smart technologies team up to understand and respond to your customers. Each piece has a specific job in making conversations feel natural and helpful.

Natural Language Processing (NLP) is the foundation that breaks down human language into pieces a computer can understand. This means when a customer types "Where's my order?" the AI can identify the important words and grammar structure.

Natural Language Understanding (NLU) figures out what the customer actually wants. This is the smart part that realizes "Where's my order?" means the customer wants to track a shipment, even if they phrase it differently like "I need to check my package status."

Natural Language Generation (NLG) creates responses that sound human and helpful. Instead of robotic answers, it crafts replies that match your brand's voice and provide exactly what the customer needs to know.

The dialog manager keeps track of the entire conversation. This means if a customer asks a follow-up question, the AI remembers what you were just talking about and can give a relevant answer.

Your knowledge base stores all the information the AI needs to help customers. This includes your return policy, product details, shipping information, and any other facts your team would use to answer questions.

How does conversational AI work?

Conversational AI follows a simple three-step process that happens in seconds. Understanding this process helps you see why it's so much more powerful than old-school chatbots.

1) It processes input across voice and text with NLP

When a customer sends a message or asks a question, the AI first needs to understand what they're saying. For text messages from chat, email, or social media, the system breaks down the sentence into individual words and analyzes the grammar.

For voice interactions like phone calls, the AI uses speech recognition to turn spoken words into text first. Modern systems handle different accents, background noise, and natural speech patterns without missing a beat.

2) It detects intent and context with NLU

Once the AI has the customer's words, it needs to figure out what they actually want. The system looks for the customer's intent — their goal or what they're trying to accomplish.

For example, when someone asks "Can I return this sweater I bought last week?" the AI identifies the intent as wanting to make a return. It also pulls out important details like the product type and timeframe.

The AI also uses context from earlier in the conversation. If the customer mentioned their order number earlier, the AI remembers it and can use that information to help with the return request.

3) It generates responses with NLG

After understanding what the customer wants, the AI creates a helpful response. It might pull information from your knowledge base, personalize the answer with the customer's specific details, or generate a completely new response using generative AI.

The system also checks how confident it is in its answer. If the AI isn't sure about something or if the topic is too complex, it knows to hand the conversation over to one of your human agents.

What are the types of conversational AI?

Different types of conversational AI work better for different situations in your ecommerce business. Understanding these types helps you choose the right solution for your customers and team.

Chatbots handle scripted and AI-driven chat

Chatbots are the most common type you'll see on websites and messaging apps. Early chatbots followed strict scripts — if a customer's question didn't match the script exactly, the bot would get confused and give unhelpful answers.

Modern AI-powered chatbots understand natural language and can handle much more complex conversations. The best systems combine both approaches: using simple rules for straightforward questions and AI for everything else.

These chatbots work great for answering common questions about shipping, returns, and product details. They can also help customers find the right products or guide them through your checkout process.

Voice assistants manage speech-based requests

Voice assistants bring conversational AI to phone support and other voice channels. These aren't the old phone trees that made customers press numbers to navigate menus.

Instead, customers can speak naturally and get helpful answers right away. Voice assistants can look up order information, explain your return policy, or even process simple requests like address changes.

This works especially well for customers who prefer calling over typing, or when they need help while their hands are busy.

Read more: How Cornbread Hemp reached a 13.6% phone conversion rate with Gorgias Voice

AI agents and copilots assist teams and customers

AI agents are the most advanced type of conversational AI. Unlike chatbots that mainly provide information, AI agents can actually take action on behalf of customers.

These systems connect to your other business tools like Shopify, your shipping software, or your returns platform. This means they can do things like:

  • Process returns: Start a return and send the customer a shipping label
  • Update orders: Change a shipping address or add items to an existing order
  • Handle refunds: Issue refunds for eligible orders automatically
  • Manage subscriptions: Skip shipments or update subscription preferences

Copilots work alongside your human agents, suggesting responses and pulling up customer information to help resolve issues faster.

Read more: How AI Agent works & gathers data

What are the benefits of conversational AI for ecommerce?

Conversational AI delivers real business results for ecommerce brands. The benefits go beyond just making your support team more efficient — though that's certainly part of it.

24/7 availability means you never miss a sale or support opportunity. Customers can get help at 2 a.m. or during holidays when your team is offline. This is especially valuable for international customers in different time zones.

Instant responses prevent cart abandonment and customer frustration, improving first contact resolution. When someone has a question about sizing or shipping, they get an answer immediately instead of waiting hours or days for an email response.

Personalized interactions at scale drive higher average order values. The AI can recommend products based on what customers are browsing, their purchase history, and their preferences, just like your best salesperson would.

Cost efficiency comes from handling repetitive questions automatically. Your human agents can focus on complex issues, VIP customers, and revenue-generating activities instead of answering the same shipping questions over and over.

Multilingual support helps you serve global customers without hiring native speakers for every language. The AI can communicate in dozens of languages, opening up new markets for your business.

What are the most valuable conversational AI use cases for ecommerce?

Certain moments in the shopping experience create the biggest opportunities for conversational AI to drive results. Focus on these high-impact use cases first.

Pre-purchase questions are your biggest conversion opportunity. When someone is looking at a product but hasn't bought yet, quick answers about sizing, materials, or compatibility can close the sale. The AI can also suggest complementary products or highlight features the customer might have missed.

Order tracking makes up the largest volume of support tickets for most ecommerce brands. Customers want to know where their package is, when it will arrive, and what to do if there's a delay. AI handles these WISMO requests instantly by pulling real-time tracking information.

Returns and exchanges can be complex, but AI excels at the initial screening. It can check if an item is eligible for return, explain your policy, and start the return process. For straightforward returns, customers never need to wait for human help.

Cart recovery works best when it's immediate and personal. AI can detect when someone abandons their cart and reach out through chat or email with personalized messages, discount offers, or answers to common concerns that prevent purchases.

Post-purchase support keeps customers happy after they buy. The AI can send order confirmations, provide care instructions, suggest related products, and handle simple issues like address changes.

How do you implement conversational AI in an ecommerce tech stack?

Getting started with conversational AI doesn't require a complete overhaul of your systems. The key is starting with clear goals and building your capabilities over time.

Step 1: Define goals and KPIs for automation

The best automation opportunities are found in your tickets. Look for questions that come up repeatedly and have straightforward answers. Common examples include order status, return policies, and basic product information.

Set realistic goals for your first phase. You might aim to automate 30% of your tickets or reduce average response time by half. Track metrics like:

  • Automation rate: Percentage of tickets resolved without human intervention
  • Customer satisfaction: How happy customers are with AI interactions
  • Revenue impact: Sales influenced by AI recommendations or cart recovery

Step 2: Choose an ecommerce-ready AI platform

Not all conversational AI platforms understand ecommerce needs. Look for a platform that integrates directly with Shopify and your other business tools. This connection is essential for pulling real-time order data, customer history, and product information.

Your platform should come with pre-built actions for common ecommerce tasks like order lookups, return processing, and subscription management. This saves months of custom development work.

Make sure you can control the AI's behavior through clear guidance and rules. You need to be able to set your brand voice, define when to escalate to humans, and update the AI's knowledge as your business changes.

Step 3: Connect Shopify and key tools, then iterate

Start your implementation by connecting your Shopify store to give the AI access to order and customer data. Don’t forget to integrate the rest of your tech stack like shipping software, returns platforms, and loyalty programs.

Launch with a few core use cases like order tracking and basic product questions. Monitor the AI's performance closely and gather feedback from both customers and your support team. Use this data to refine the AI's responses and gradually expand its capabilities. 

The best approach is iterative — start small, learn what works, and build from there.

What are the challenges and risks of conversational AI?

While conversational AI offers significant benefits, you need to be aware of potential challenges and plan for them from the start.

Accuracy concerns arise when AI systems provide incorrect information or "hallucinate" facts that aren't true. Prevent this by using platforms that ground responses in your verified knowledge base and product data rather than generating answers from scratch.

Brand voice consistency becomes critical when AI represents your brand to customers. Set clear guidelines for tone, style, and messaging. Test the AI's responses regularly to ensure they align with how your human team would handle similar situations.

Data privacy requires careful attention since conversational AI handles sensitive customer information. Choose platforms with strong security measures, data encryption, and compliance with regulations like GDPR. Look for features like automatic removal of personal information from conversation logs.

Over-automation can frustrate customers when complex issues require human empathy and problem-solving. Design clear escalation paths so customers can easily reach human agents when needed. Train your AI to recognize when a situation is beyond its capabilities.

Integration complexity can slow down implementation if your chosen platform doesn't work well with your existing tools. This is why choosing an ecommerce-focused platform with pre-built integrations is so important.

Turn conversations into revenue with conversational AI

The brands winning with conversational AI start with clear goals, choose the right platform, and iterate based on real performance data. They don't try to automate everything at once. They focus on high-impact use cases that deliver real results.

Ready to see how conversational AI can transform your ecommerce support and sales? Book a demo with Gorgias — built specifically for ecommerce brands.

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LLM-Friendly Help Center

How to Make Your Help Center LLM-Friendly

By Holly Stanley
min read.
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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AI for Customer Support: The Complete Ecommerce Guide

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

TL;DR:

  • How AI for customer support works: machine learning and natural language processing to automate repetitive tickets and assist human agents
  • AI for customer support benefits: Reduced response times, lower support costs, and increased conversion rates 
  • Common AI uses: Automating WISMO inquiries, returns processing, and product recommendations
  • How to implement: Pay attention to data privacy, brand voice consistency, and measuring ROI

The days of waiting for support to respond for hours or days are gone now that AI is here to stay. In the ecommerce world, AI has become an essential part of CX team’s toolkits, addressing common questions about orders, returns, and products without losing personalized service.

This technology combines natural language processing with your brand's specific knowledge to deliver accurate, on-brand responses across email, chat, and other channels. The result is faster support that drives sales while slashing operational costs.

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What is AI for customer support

AI for customer support is software that uses machine learning to understand and respond to customer questions automatically. This means your customers get instant answers to common questions without waiting for a human agent to respond.

Unlike basic automation that follows pre-defined rules, AI actively learns from every conversation. It gets smarter over time and can handle more complex questions as it processes more data from your support tickets.

The technology works through several key parts:

  • Natural language processing: AI understands what customers mean, not just the exact words they type
  • Intent classification: The system figures out what the customer actually wants to accomplish
  • Knowledge base integration: AI pulls answers from your product information, policies, and past conversations
  • Omnichannel deployment: The same AI works across email, chat, social media, and phone support

AI doesn't replace your human agents. Instead, it handles repetitive questions so your team can focus on problems that require a unique human touch.

Related: What is conversational AI? The ecommerce guide

What are the benefits of using AI for customer support

AI delivers immediate improvements to both your customer experience and your bottom line. Your customers get faster responses, and your business saves money while increasing sales.

The most important benefits include:

  • Instant responses: Customers get answers in seconds instead of hours or days
  • Lower costs: Each ticket costs less to resolve while maintaining high quality
  • 24/7 availability: Support never stops, even when your team is offline
  • Consistent quality: Every response follows your brand guidelines and policies
  • Revenue growth: AI turns support conversations into sales opportunities

You'll see improvements in key metrics like customer satisfaction (CSAT) scores and first contact resolution rates. Your average handle time (AHT) drops because AI resolves simple questions instantly. During busy seasons like Black Friday, AI helps you meet service level agreements (SLAs) without hiring temporary staff.

Most importantly, AI creates revenue. By providing instant product recommendations and helping customers complete purchases, your support team becomes a sales channel.

How ecommerce brands use AI for customer support

Smart ecommerce brands use AI to handle their most common and time-consuming support requests. This frees up human agents to focus on building relationships and solving complex problems.

Resolve where-is-my-order requests

"Where is my order" questions make up the biggest chunk of ecommerce support tickets. AI completely automates these by connecting to your order management system and pulling real-time tracking information.

When a customer asks about their order, AI instantly checks the status and provides tracking details. If there's a delay, it explains what happened and gives an updated delivery estimate.

Automate returns and exchanges

AI guides customers through your entire returns process without human help. It checks if items qualify for returns based on your policy, generates return shipping labels, and processes exchanges.

For brands using returns platforms like Loop Returns, AI can automatically send customers to their returns portal with all their order information pre-filled.

Handle cancellations and order edits

Speed matters when customers want to cancel or change orders. AI checks if an order has shipped yet and processes cancellations automatically for orders still in your warehouse.

For shipped orders or complex changes like address updates, AI gathers all the necessary information and routes the ticket to the right human agent with full context.

Related: Why faster isn’t always better: The pitfalls of fast-only customer support

Answer product and sizing questions

Shoppers need answers before they buy. AI acts as a personal shopping assistant, using your product catalog and sizing guides to answer questions about fit, materials, and features.

When items are out of stock, AI suggests similar alternatives to save the sale instead of losing the customer.

Troubleshoot shipping and delivery issues

Delivery problems create frustrated customers who need immediate help. AI tracks packages in real-time, identifies issues like delays or failed deliveries, and provides resolution options.

For serious problems like lost or damaged packages, AI escalates to human agents with all the tracking details and customer information ready.

Manage discounts and promotions

AI handles all types of discount questions, from explaining promotion terms to troubleshooting codes that won't work. It can even apply forgotten discount codes retroactively if your policies allow it.

During busy sale periods, AI prevents your team from getting overwhelmed with promo code questions.

Recommend products and drive upsells

AI doesn't just solve problems — it creates sales opportunities. By analyzing what customers are browsing and their purchase history, AI suggests relevant products they might want.

This personalized approach increases your average order value (AOV) and turns routine support conversations into revenue-generating interactions.

Give callers fast answers

AI phone solutions keep your phone channel helpful, fast, and cost-efficient without sacrificing the personal feel callers prefer. It takes care of simple, high-volume requests, such as order status, subscription updates, address changes, so your team can focus on calls that move revenue or require empathy.

It picks up on tone and frustration, then routes customers to a person before the situation escalates. This matters most when:

  • The purchase is high-value and shoppers want to hear a voice
  • Your team is buried during peak season
  • You need a reliable fallback when chat and email queues are full

How to use AI for customer support to improve speed and sales

Getting the most from AI requires a strategic approach that is both efficient and beneficial to your bottom line. Start by analyzing your support data to find the highest-volume, most repetitive questions, then build automated workflows to resolve them.

Type of Inquiry

Recommended Solution

WISMOs (Where Is My Order)

Automatically send a tracking link or account portal via automated or AI-powered replies.

Returns and Exchanges

Enable an order management feature or account portal on your website and integrate Loop Returns for self-serve returns.

Product Questions

Feed your conversational AI tool with information and FAQs about your best-selling products.

Inquiries about High-Ticket Orders

Create an automation rule that detects high-value orders and escalate the tickets to the appropriate agents.

Questions from Loyal or VIP Customers

Create an automation rule to identify VIPs and route to your priority ticket queue or to a dedicated agent.

Discount Code or Promotion Issues

Create instructions for AI that detects mentions of “discount,” “promo,” and “code” and sends a discount code and/or troubleshooting instructions.

Technical Product Setup

Automatically send how-to videos, images, and diagrams when product issues are mentioned.

What to consider before implementing AI for customer support

Success with AI requires planning around several key areas that affect both performance and customer trust.

Protect customer data and privacy

AI systems process sensitive customer information, so security is critical. Choose platforms that comply with privacy regulations like GDPR and have strong security certifications.

Be transparent with customers about how you use their data. This builds trust and ensures you meet legal requirements in all the markets where you sell.

Read more: Should brands disclose AI in customer interactions? A guide for CX leaders

Maintain brand voice and accuracy

Your AI must sound like your brand in every interaction. Train the AI on your specific brand voice, style, and terminology so responses feel authentic to your customers.

Set up guardrails to prevent off-brand or incorrect responses. Create a process for monitoring conversations and making corrections when needed.

Measure time to value and ROI

Define success metrics before you start. Identify which numbers you want to improve, like response time or cost per ticket, and establish baseline measurements.

Track both cost savings and revenue generation to calculate your full return on investment (ROI). This helps justify the investment and guide future improvements.

Align people, process, and workflow

AI works best when it complements your human team, not replaces them. Plan for change management and train agents on working alongside AI.

Redesign your workflows to create smooth handoffs between AI and human agents. This ensures customers get consistent service regardless of who helps them.

How to get started with AI for customer support

If you’re ready to go all in with AI, you don’t need to complete overhaul your support operations. 

Follow this practical roadmap to see value quickly while building toward more advanced capabilities:

  1. Analyze your ticket data to identify automation opportunities
  2. Define success metrics and ROI targets
  3. Choose an AI platform built for ecommerce
  4. Run a pilot with one high-volume use case like order tracking
  5. Expand based on pilot results and learnings

How to choose an AI platform for customer support

Not all AI platforms work well for ecommerce brands. Focus on solutions built specifically for online retail with deep integrations into your existing tech stack.

Look for platforms that connect natively to Shopify, your shipping providers, and other essential tools. Strong API capabilities let you build custom workflows for unique business needs.

Consider these essential features:

  • Ecommerce integrations: Native connections to your order management, shipping, and customer data systems
  • Brand customization: Ability to train AI on your specific voice, policies, and product information
  • Performance tracking: Clear reporting on AI effectiveness, resolution rates, and revenue impact
  • Scalability: Handles peak season traffic without performance degradation
  • Vendor expertise: Deep understanding of ecommerce support challenges and best practices

Pay attention to total cost of ownership beyond subscription fees. Factor in implementation time, training requirements, and ongoing maintenance needs.

Support your support team with AI

The brands winning with AI start with clear goals, choose the right platform, and focus on delivering value to customers while improving operational efficiency.

Book a demo with Gorgias to see how AI can transform your support operations and drive more revenue from every conversation.

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