Manual QA is time-consuming—Auto QA does the heavy lifting. It frees up team leads by automatically reviewing conversations with accuracy and consistency, so they can focus on improving support.
Auto QA scores 100% of private text conversations, whether handled by a human or AI Agent. It evaluates support quality based on Resolution Completeness, Communication, and Language Proficiency.
Auto QA supports multiple languages but provides feedback in English. It can assess tickets in any language supported by OpenAI’s GPT-4, ensuring global teams can benefit from automated QA.
Start with individual meetings before a team-wide rollout of Auto QA. One-on-one conversations help address specific agent concerns and ensure a smooth transition.
Customer satisfaction scores (CSAT) have long been the go-to metric for measuring support quality, with 53% of customer experience leads relying on them. However, CSAT only tells you part of the story.
When customers rate their experience 3 out of 5, what does it really mean? Did they rate the agent’s actions or the company’s policies? Was an agent helpful or inefficient? Did they take unnecessary steps to get to the answer?
Quality assurance checks can fill these gaps, but manual QA is a heavy lift. Team leads often struggle to review more than a small sample of conversations, leaving many issues unchecked.
Auto QA redefines quality assurance for today’s support teams. It transforms QA from a manual task into an automated feedback engine that helps your team deliver excellent support, every single time.
Let's dive into how Auto QA works, how accurate its scoring is, and how you can add it to your support workflow to start improving customer conversations today.
What is Auto QA?
Gorgias Auto QA upgrades the customer service QA process by automatically evaluating 100% of private text conversations, whether handled by a human or AI Agent.
Each message is scored on metrics like Resolution Completeness, Brand Voice, and Accuracy, helping teams fix and address areas of improvement.
With an automated QA process, brands can:
Save time: Automated quality checks help team leads focus on the most critical tickets.
Ensure consistency: Both human agents and AI agents are evaluated with a unified, comprehensive quality score.
Boost performance: Agents can receive targeted coaching to provide more consistent customer experiences.
Meet customer expectations: Customers benefit from higher-quality support with quicker resolutions and accurate responses.
How Auto QA works
Let's explore a real-life scenario: A customer reaches out about a product issue, seeking troubleshooting help. Here’s how the interaction unfolds:
Customer: "Hi, my device broke, and I bought it less than a month ago. -Kelly"
Support Agent: "Hi Kelly, please send us a photo or a video so we can determine the issue with your device. -Michael"
The ticket is eventually closed, but the customer doesn't leave a CSAT score.
In this case, Auto QA would provide the following insights:
Communication Score: 3/5. Reason: The agent's wording could benefit from more empathy.
Resolution Score: "Complete". Reason: The agent effectively addressed the customer's concerns.
Access Auto QA right within the ticket view. Find it on the right-hand side of customer conversations.
How accurate is Auto QA’s scoring?
Auto QA uses a comprehensive scoring system that evaluates conversations on communication proficiency and knowledge accuracy.
To ensure accuracy, Auto QA only scores interactions with at least 250 characters and messages from both agents and customers. It's also smart enough to filter out automated responses, spam, and bot messages.
Auto QA automatically scores three main aspects:
Resolution Completeness: Did the agent solve everything the customer asked about? This area is scored with a "Complete" or "Incomplete.” For instance, it correctly marks a ticket as "Complete" when a customer resolves their issue or when there's no clear question to address.
Communication Quality: How well did the agent listen and show empathy? Uses a 1-5 scale, looking at how well your agents acknowledged a customer’s concerns and communicated the solution.
Language Proficiency: Did the agent communicate properly? Uses a 1-5 scale to check spelling, grammar, and syntax.
For deeper feedback, certain criteria require manual scoring from team leads:
Accuracy: How accurate was the information provided by the agent?
Efficiency: How quickly did the agent handle the ticket? How well did they minimize the number of follow-ups?
Internal Compliance: How closely did the agent follow your team’s internal processes and brand guidelines?
Brand Voice: How well did the agent use brand vocabulary, greetings, sign-offs, and tone of voice?
Improve Auto QA scoring by clicking the triangle to expand each category and entering feedback into the textbox.
How to integrate Auto QA into your workflow
Whether you're just starting with quality checks or transitioning from manual QA, Auto QA can seamlessly fit into your existing processes. Here's how to get started.
1. Set your standards
What does “good” look like for your team? Review Auto QA's scoring system and decide which metrics matter most for your brand, from Resolution Completeness to Brand Voice. This will help you set realistic targets for your team to work toward.
Tip: Start by prioritizing a couple of areas. This could look like prioritizing a 5/5 Resolution Completeness score while deprioritizing Brand Voice. As your team gets comfortable with Auto QA, you can ramp up to improving Brand Voice.
2. Agree on a scoring system
Since some criteria—Accuracy, Efficiency, Internal Compliance, and Brand Voice—require manual scoring, it’s best to agree on how your team will use the scoring scale.
For example, each score from 1 to 5 receives a distinct piece of feedback. Here’s what that would look for the Efficiency criteria:
1/5 stars: Excessive back-and-forth that could have been avoided
2/5 stars: Resolution took longer than necessary due to poor process
3/5 stars: Average handling time with some unnecessary steps
4/5 stars: Quick resolution with minimal back-and-forth
5/5 stars: One-touch resolution
3. Prepare your agents
Start rolling out Auto QA through individual meetings with agents rather than overwhelming your team with a general training session. One-on-one conversations allow you to better address each agent's specific questions and concerns. Make sure to cover the following:
Explain that Auto QA is meant to help make conversations consistent, not police agents
Explain the scoring criteria and what each score means
Highlight which criteria agents should prioritize
If regular one-on-one meetings aren't part of your routine, consider introducing Auto QA during your weekly team meetings or through a dedicated training session. Just remember to leave plenty of time for questions and walk through multiple examples to ensure everyone is comfortable with the system.
4. Establish a review schedule
To solidify QA checks, create a simple routine for reviewing Auto QA insights with the Auto QA Report (navigate to Statistics > Auto QA).
Weekly: Do a quick check of automated scores.
Monthly: Analyze trends and patterns across conversations.
Quarterly: Review and adjust quality benchmarks.
Monitor the number of tickets Auto QA has reviewed, your average resolution completeness rate, and your communication score.
5. Act on insights
Once you’ve collected a substantial amount of Auto QA data, there are a few follow-up actions you can take to continue having high-quality conversations:
Set the example by sharing high-scoring conversations in your team meetings.
Coach agents individually by reviewing their tickets together. Celebrate high-scoring conversations and provide targeted feedback on areas for improvement. This immediate, personalized approach helps agents grow faster than general training sessions.
Increase product and policy knowledge by refining internal guidelines on brand voice, escalation processes, and more.
Remember, Auto QA works alongside your existing processes—it doesn't replace them. Start small, focus on the metrics that matter most to your team, and scale up as you get comfortable with Auto QA.
Brands are excited about the power of Auto QA
We invited leading ecommerce brands to beta test Auto QA, and their feedback highlights how it's transforming quality assurance across support teams of all sizes.
amika's support team values the complete visibility beyond CSAT: "Auto QA dramatically widens the volume of tickets we can review," they share. "A 5-point scale only tells you so much, and relying on consumers providing feedback limits what you're able to learn from."
Peachybbies' CX team enjoys real-time improvement: "Being able to give real-time feedback is pivotal, especially during peak times," their team explains. "Auto QA catches pretty much everything I'd want a human QA agent to catch."
OSEA Malibu's managers discovered operational insights: "It helps managers understand when a macro or process is leading to incomplete conversations versus when an agent made a mistake," their support lead shares.
Bring quality into every conversation with Auto QA
By prioritizing QA, your team can identify potential problems early, reduce errors, and improve overall performance, leading to a smoother, more reliable experience for customers––and your CX team.
In the long run, brands focusing on QA can gain a competitive edge. Book a demo now to see what Auto QA can do for you.
There are tons of CX metrics you could be tracking. But where you spend your time is crucial as a customer experience leader.
According to recent data, these are the top five CX metrics for you to prioritize and improve on in 2025.
{{lead-magnet-1}}
Why CX metrics are essential for success
Not tracking CX metrics is like putting a loaf of bread in the oven but leaving baking time to chance. Without a set timer, you could end up with an underbaked bowl of dough or a burnt mess. Unless you have a sixth sense, it’s going to be really challenging to end up with something good.
In the same vein, metrics provide clear parameters for success. Meet or exceed them and your team is doing well; fall short and you’ll be better equipped to identify pain points and solve them.
Measure success and ROI. By tracking KPIs like resolution time, first response time, and CSAT, you can gauge the health of your customer support program and potentially justify investments in CX initiatives in the future.
Identify customer and team pain points. Metrics help uncover areas where customers or your team is struggling. For example, high resolution times or low CSAT scores signal friction in the experience that you can address.
Create accountability within your team. When everyone on your team understands what success looks like, it aligns efforts and keeps everyone focused on shared goals.
Prioritize resources. Metrics guide CX leaders on where to allocate resources—for example, leveraging AI and automation to tackle repetitive tickets when ticket volume adds up or resolution times are getting high.
Get proactive. Metrics reveal trends in customer behavior which can help you predict customer needs and make proactive adjustments in your CX strategy. By monitoring customer sentiment and acting on feedback, CX leaders can create more personalized and positive experiences.
Tip 💡: AI and automation can be valuable sidekicks as you look to optimize and improve on metrics. That’s especially true for busy periods: in 2024, 70% of CX leaders relied on AI and automation during peak seasons.
70% of CX teams use AI and automation to handle support inquiries during the holiday season. Gorgias
Resolution time should be your main focus for 2025
In our 2024 customer expectations survey, we asked CX leads and agents which metric they used to track success. Here’s what they said:
Resolution Time (71%)
First Response Time (59%)
CSAT (53%)
Revenue or Sales Impact (41%)
Ticket Volume (41%)
Resolution time is going to be a key differentiator for your team this year. It should be your primary focus when it comes to optimizing different facets of your customer service strategy.
71% of CX teams used resolution time to measure success during the holiday season in 2024. Gorgias Customer Expectations Survey
Top 5 CX metrics for 2025 & how to improve them with AI
1) Resolution time
Resolution time is the average time it takes to resolve a customer request from start to finish.
How do you calculate resolution time?
To calculate resolution time, you’ll take the total resolution time within a set period and divide it by the total number of customer interactions your team tackled within that same time frame.
Average resolution time = Total resolution time in a defined period / Total number of customer interactions resolved in that period
How to use AI & automation to improve it
According to a 2023 study from Statista, 70% of support leaders noted that the customer support metrics that AI had the greatest positive effect on was resolution time.
You can use automation tools to send Macros to answer common questions, or leverage AI to interact as an agent via email or chat. The instant nature of these tools means that customers won’t have to wait in a queue for your team to get to them.
For example, Wildride implemented Gorgias's AI Agent to manage an influx of 1,000 tickets per week. After AI Agent took over 33% of email inquiries, the team saw a 24% decrease in resolution time. That allowed the team to focus on more complex issues, streamline their support process, and make their customers happier.
2) First Response Time (FRT)
First response time is the length of time it takes for a customer service team to send the initial reply to a customer inquiry.
How do you calculate first response time?
To calculate average first response time, take the total amount of time it took for your team to respond to initial customer requests and divide by the total number of tickets within a set time frame.
How to use AI & automation to improve it
Your team is busy––when they’re not tackling repetitive questions, they’re helping customers with complicated or high-effort requests. All of that work is going to bog down your FRT, especially during more buzzy periods like sales, new releases, or over the holidays.
By using AI to jump in to handle those more routine requests, you can significantly reduce your FRT and give your team time back to tackle more heavy-lift needs.
For example, AI Agent helped Glamnetic achieve a 91% improvement in first response time during Black Friday Cyber Monday (BFCM) 2024. They got FRT down from their pre-AI Agent time of eight minutes to 40 seconds.
Here’s what that looked like in practice:
AI Agent helped Glamnetic reduce first response time by tackling repetitive tickets like change of address requests. Gorgias
3) Customer Satisfaction Score (CSAT)
CSAT scores show how satisfied customers are with a product, service, or interaction, typically gathered through surveys.
How is CSAT calculated?
CSAT is calculated via a five-point rating scale survey sent to customers after a support interaction, where one is the worst experience and five is the best. While it can be calculated in different ways, at Gorgias the average of all survey responses is your CSAT score.
How to use AI & automation to improve it
When customers reach out for support, they’re expecting a fast response––regardless if they have an issue or are contemplating their next purchase.
That’s why using automation or AI tools to provide that lightning quick response, even if it directs shoppers to a self-service resource, can be extremely effective in raising CSAT scores. These responses could be sent by an AI agent that responds like a human agent would or an automated Macro built to fire off pre-crafted templates to common questions.
In luxury golf brand VESSEL’s case, customers felt that the AI responses were helpful and seemed on-par with the level of support they’d expect from a human agent.
“Our customers expect almost immediate responses, and so being able to automate that, even if it's not necessarily the exact answer that they're looking for, but being able to send over information to give them the reassurance that we're looking into it or trying to find an answer, whatever it may be, that's been a huge help to our team,” says Lauren Reams, the Customer Experience Manager at VESSEL.
4) Revenue or sales impact
The direct or indirect effect of customer service or business activities on generating sales or revenue.
How do you calculate it?
There are different ways to calculate revenue generated and the sales impact of customer support, and quantifying the indirect impact can be difficult. But generally, the formula looks like this:
ROI = [ (Money earned - Money spent) / Money spent ] x 100
Leveraging AI and automation can provide significant cost savings because it acts as an additional agent who can tackle repetitive questions, translating to money saved on the time it would take for human agents to manually answer those questions.
The results are tangible: by automating 48% of inquiries, Dr. Bronner's saved $5,248 in the first month, and $100K in the first year.
Jonas Paul Eyewear saw revenue influenced by AI Agent as well: the team tracked $600 of sales revenue directly to the tool after it effectively answered pre-sales support questions from shoppers.
AI Agent supports pre-sales questions by offering detailed responses, like which glasses would work best for a customer’s 8 year old son. Gorgias
5) Ticket volume
Ticket volume is the total number of customer service inquiries that a team receives over a specific period of time.
How do you calculate it?
The customer support tool you use will be able to calculate ticket volume for you, as it’s the total number of tickets that have come in within a set amount of time. If you don’t use a CX platform yet and are still using something like Gmail or Excel, you’ll perform this count manually.
How to use AI & automation to improve it
Set rules to trigger automated responses to common questions, or ask an AI agent to completely take them off your team’s plate.
Arcade Belts, for example, saw a 50% reduction in ticket volume by using Gorgias’s AI Agent.
How to get buy in to improve your CX program
Tracking CX metrics is valuable for more than just gauging your program's effectiveness. The more you improve upon your CX metrics, the more you can leverage them to prove your support function’s value within your company.
Tie CX to revenue. Show how improvements in customer satisfaction or repeat purchase rates directly impact revenue growth.
Show industry benchmarks. Compare your team’s stats to competitors or industry averages to demonstrate how well your support strategy is working.
Demonstrate your team’s impact on sales and retention. Use the metrics you’ve collected to show support’s impact on converting customers asking pre-sales questions and getting repeat customers.
Ask to expand your team’s budget. Pitch acquiring additional buy in and resources by presenting revenue generated, costs saved through tools like AI and automation, and happy customers created.
How to use metrics to evaluate AI performanceIf you want to transform customer experience for the long term, the AI tools you use should never be “set it and forget it” solutions. Just as you do with your human agents, you can use metrics to evaluate your AI agent to make sure it’s performing well. If you use Gorgias, you’ll find these metrics under the AI Agent dashboard.
Review AI Agent’s performance within the Statistics view. Gorgias If you’d like to change the metrics you see here, select “Edit Columns.”
Navigate to the ‘Performance’ section to switch out the metrics you track for AI Agent. Gorgias
It’s also easy to retrain your AI's performance by adjusting settings like Guidance, refining the internal documents it draws from, setting up brand voice, or creating a Handover topic list to escalate certain types of tickets to human agents.
Start tracking top CX metrics
Whether you’re new to being a CX leader or you’re a seasoned pro, tracking and improving on your CX metrics will help your team stand out among the rest. A key way to improve them is to leverage AI and Automation tools, and Gorgias is here to help you do it.
AI Agent on Chat automates up to 50% of chat conversations. It ensures customers get fast, context-aware answers, product recommendations, and seamless handovers to human agents when needed.
AI Agent goes beyond automated tools like Flows and article recommendations. Unlike pre-set FAQ flows or suggested Help Center articles, AI Agent can handle complex inquiries like modifying orders and providing personalized product recommendations.
Setting up AI Agent on Chat is quick. Brands can activate AI Agent with a few clicks, improving efficiency during peak seasons and reducing the need for follow-ups.
Updating AI Agent’s knowledge and behavior ensures the best customer experience. Businesses should refine their Help Center, set Guidance instructions, personalize AI Agent’s tone, and test responses before going live.
It’s clear that shoppers want answers fast—chat accounts for 20% of all customer support tickets.
The appeal is obvious: Chat is an easy-to-access customer service channel for quick questions and a convenient and subtle way to cross-sell complementary products.
But without the right chat tool, brands risk losing these valuable opportunities.
Introducing AI Agent on Chat, a conversational AI assistant that can automate up to 50% of chat conversations. This new feature upgrades chat by combining agent knowledge with superhuman efficiency and response times.
Now, customers can guarantee personalized interactions at any point of the shopping journey—whether they’re looking for a quick answer or a tailored recommendation.
With AI powering every interaction, one-to-one conversations become a seamless part of every customer experience.
Why Chat is better with AI Agent
Before AI Agent, customers reaching out through chat outside business hours had two options: following pre-set Flows (automated FAQ conversations) or browsing through suggested Help Center articles.
These features are great for quick answers to basic questions, but AI Agent takes support to the next level by handling more complex needs like modifying orders or offering personalized product recommendations.
With AI Agent in Chat, customers enjoy dynamic, real-time conversations available on multiple channels. AI Agent generates personalized responses that match exactly what customers ask for, automating 50% of chat interactions so agents get time back to upsell, create stronger relationships, and craft better experiences.
Upgrade your chat support from a basic Q&A tool into an intelligent assistant that handles customer inquiries 24/7. Here's how AI Agent makes that possible:
Real-time conversations
AI Agent responds within 15 seconds or less, offering fast responses that result in frictionless conversations. Unlike traditional chatbots, AI Agent also adapts to your brand’s unique tone of voice to enhance the customer experience and assure shoppers their questions will be taken care of.
AI Agent is context-aware and uses information from its knowledge sources to respond to customers in real time.
24/7 availability
Today’s shoppers expect instant responses regardless of time zone or business hours. AI Agent on Chat means customers get the help they need, when they need it. This availability leads to higher customer satisfaction and fewer abandoned carts.
Instant product recommendations
AI Agent understands context and customer intent. Whether a shopper needs help finding the right product size or changes their mind and wants to compare features, AI Agent customizes its recommendations for each person.
Intelligent handovers
Some conversations, like technical issues or complaints, need a human touch. AI Agent recognizes these situations and smoothly transfers them to the right agent.
Using Handover topics, you can choose which types of inquiries should go straight to human agents. Then, if AI Agent lacks the confidence to provide an answer or can’t locate relevant knowledge in its database, it automatically escalates the conversation.
Based on Hiver’s 2024 study, 62% of customers prefer live chat to other support channels. With AI Agent in Chat, agents can cut down average response times while customers get the answers they need in one conversation with zero wait times or follow-ups.
Easy setup
AI Agent on Chat is ready to use in a few clicks. Simply connect your Shopify store and Chat widget to AI Agent, and you’re ready to resolve questions asked by visitors and loyal customers faster than you ever have.
Capture the growing demand for live support
Chat is often a customer’s first touchpoint with your brand, whether they’ve just discovered your brand or are on their third order. Meet customer expectations by being available with AI Agent on Chat. The faster you can ease their concerns, the faster they can head to checkout.
Maximize team efficiency
AI Agent makes scaling support effortless, especially during peak seasons like Black Friday. While it handles repetitive support tickets like order status and shipping questions, your team can focus on high-priority tasks like requests from VIP customers.
Onboard, Automate, Observe, and Coach AI Agent to flawlessly integrate it into your team.
Eliminate the need for follow-ups
Drawing from knowledge sources like your Help Center and policy pages means AI Agent can often resolve inquiries within one conversation. No more unnecessary back-and-forths. Quick resolutions = happier and more loyal customers.
How to activate AI Agent on Chat
Ready to get started? Here’s how to activate AI Agent on Chat:
Click Automate in the top left menu.
Select your store from the sidebar, then click on AI Agent.
In the Settings tab, under Chat Settings, select one or more Chat from the dropdown menu.
Toggle Enable AI Agent on Chat on.
Select Save Changes at the bottom of the page.
Already use AI Agent for email? No need to set up Guidance and Handover topics all over again—AI Agent will behave the same way in Chat.
Best practices for setting up AI Agent on Chat
Get the most out of AI Agent on Chat by following these best practices.
1. Prepare and optimize your knowledge base
The Help Center is AI Agent’s brain. This customer knowledge database is the key to AI Agent’s accurate and on-brand responses. To ensure your AI Agent is as trained as your human agents, include important topics in your Help Center like shipping, returns, cancellations, and account management.
No articles yet? No problem! Gorgias has 20+ article templates for you to use and modify. Or, even better, check out the AI Library for AI-generated articles based on your customer tickets.
The AI Library recommends pre-written articles based on what your customers ask you.
2. Set restrictions with Guidance
AI tools perform best when you set limitations. A Guidance is the main way to control AI Agent’s behavior. It is a set of written instructions that outline how AI Agent should interact with customers, handle certain requests, and more.
We recommend publishing a Guidance on the top five questions you receive from customers.
Tip: AI Agent prioritizes Guidance above Help Center articles. Unlike Help Center articles, the content in your Guidance will not be customer-facing.
Access premade Guidance templates or make your own customer Guidance for AI Agent.
3. Personalize AI Agent's voice
The beauty of AI Agent is its ability to speak like one of your agents. Select from Friendly, Professional, or Sophisticated presets—or create a custom tone that aligns with your brand.
AI Agent’s tone of voice can be altered with preset voices or custom instructions.
Use test scenarios to see how AI Agent responds to common customer questions, such as order status, shipping questions, and return policies. To cover all your bases, test AI Agent as both a new and returning customer to make sure it delivers accurate responses no matter the customer's need.
Test AI Agent’s responses to ensure accurate answers.
5. Improve AI Agent’s behavior
AI Agent becomes smarter as it learns from you. Like a human agent, give your AI Agent feedback on its responses, from how it speaks, which topics it escalates, and what actions it takes in certain scenarios.
There are multiple ways to give AI Agent feedback on a ticket:
Mark AI Agent’s message or any of the resources it used as correct or incorrect.
Suggest that AI Agent use a different resource if a better or more correct piece of knowledge exists.
Report an issue to the Gorgias Product team.
AI Agent’s answers improve as you provide feedback.
Coming soon: Actions on Chat
Soon, AI Agent will be able to perform actions like accessing Shopify order details and executing third-party app actions, such as updating shipping addresses and order cancellations, directly in Chat.
Excited to deliver an elevated chat experience? Book a demo now to experience the power of AI Agent on Chat.
{{lead-magnet-1}}
Newsletter Signup
The best in CX and ecommerce, right to your inbox
Registered! Get excited, some awesome content is on the way! 📨
Oops! Something went wrong while submitting the form.
See how Gorgias’s Shopify integration makes customer support easier—fewer tabs, faster replies, happier customers, and more revenue.
By Holly Stanley
0 min read . By Holly Stanley
Managing customer support as a Shopify store owner can feel like juggling too many tools at once.
Constantly switching tabs to look up orders, update customer information, or track returns wastes valuable time. Plus, it prevents your team from focusing on what really matters––delivering quick, personalized customer service.
Gorgias’s Shopify integration solves this. It keeps all your Shopify data in one place, so your team spends less time toggling tabs and more time helping customers. The result? Faster responses, better service, and more revenue.
Below, we break down the eight key capabilities of this integration, each paired with practical use cases to showcase its real-world value.
{{lead-magnet-1}}
1. View Shopify data in tickets
What it does: Shopify order data is displayed directly within support tickets, allowing agents to view essential details like order status, customer information, and transaction history without leaving the helpdesk.
Use case: An agent handling a “Where’s my order?” request can instantly check tracking information and update the customer.
The fashion retailer Princess Polly improved their customer experience team’s efficiency by using Gorgias's deep integration with Shopify. Agents can view and update customer and order data directly within Gorgias, eliminating the need to switch between multiple tabs.
Taking a streamlined approach led to a 40% increase in efficiency, an 80% decrease in resolution time, and a 95% decrease in first response time.
Customer order data, including their shipping address and product details, can be found directly in the ticket.
2. Perform Shopify Actions
What it does: Agents can update Shopify order and customer data with Shopify Actions right in Gorgias.
Key features:
Create a new order: Add existing products or custom items, apply discounts, modify quantities, add notes and tags, and choose to charge taxes. Then set the order as Paid or Pending and email the invoice to the customer.
Duplicate an order: Replicate an existing order and make adjustments as needed.
Cancel/refund an order: Cancel or refund orders by setting quantities to refund, specifying shipping amounts to refund, providing reasons for cancellation, restocking items, and notifying the customer.
Edit shipping address: Update the shipping address for an order.
Insert product links: Add product links or product cards from tickets so customers can add the product to their cart quickly.
Display the customer’s cart: View the exact items the customer has in their cart at the moment they reach out via Chat.
Use case: Agents can perform Shopify actions directly from Gorgias, such as adding products, applying discounts, updating quantities, or issuing refunds.
Agents can perform Shopify Actions like duplicate an order directly from Gorgias.
3. Embed customer-specific Shopify data in Macros
What it does: Create templated responses called Macros with dynamic Shopify variables to automatically incorporate customer-specific information.
Key features:
Dynamic variables: Macros can include variables that pull real-time data from Shopify, such as order status, tracking numbers, and customer details.
Automated actions: Beyond inserting dynamic content, Macros can perform actions like tagging tickets, setting statuses, or assigning conversations to specific agents. The automation streamlines workflows and ensures consistent handling of similar inquiries.
Use case: A customer inquires about their order. With one click, the agent uses a Macro that pulls in the order status and expected delivery date, creating a faster and more personalized response.
Take Try The World, a gourmet subscription service, needed a robust Shopify integration to handle an increasing volume of customer inquiries. By switching to Gorgias, they gained the ability to unify conversations and embed Shopify data directly into Macros. Now, agents could quickly generate personalized responses that included order details, tracking links, and customer-specific information.
Try the World’s support team’s efficiency skyrocketed, enabling them to handle 120 tickets per day, up from 80, and reduce response times to just one business day.
Shopify data lets agents create Macros, templated responses with personalized data.
4. Provide product information with Macros
What it does: Macros with embedded Shopify data let agents quickly and accurately share pre-sale information like product links, stock availability, and discount codes, helping to convert prospective customers into buyers.
Key features:
Dynamic Shopify variables in Macros: Agents can use dynamic variables to pull real-time product information.
Pre-built responses for common questions: Macros can include templated responses tailored for pre-sale inquiries, such as providing direct links to products or applying discount codes.
Use case: A customer asks if a specific product is available in their size and color. The agent can apply a Macro that automatically pulls the product's inventory details and includes a discount code, sending a response like this:
“Hi {{ticket.customer.firstname}}, Great news! The product {{ticket.customer.integrations.shopify.products[0].title}} is currently in stock in the size and color you’re looking for. You can check it out here: [Product Link]. Use the code WELCOME10 at checkout for 10% off your first order! Let me know if you have any other questions!”
How it helps:
Eliminates manual search and typing for agents.
Ensures accurate, real-time product information for customers.
Improves the likelihood of converting inquiries into sales.
5. Enable self-serve order management in Chat
What it does: Using Gorgias’s chat widget, customers can track orders or manage their purchases on their own with no agent assistance needed.
Key feature:
Order management automation: Customers can access real-time order information, including status updates and tracking details, through the chat interface. This automation reduces the volume of live chat inquiries by up to 30%.
Use case: A customer wants to check the status of their recent purchase. By accessing the Chat widget on your website, they can enter their email and order number and receive instant updates on their order's progress, including shipping and delivery information, without waiting for an agent's response.
How it helps:
Automates routine inquiries and frees up your support team to handle more complex issues.
Enhances customer satisfaction thanks to immediate responses.
Reduces the need for multiple communication channels, consolidating support interactions in one place.
6. Use Shopify variables in Rules
What it does:Rules paired with Shopify variables can automate various support tasks, such as identifying specific customer segments or tagging tickets, to boost efficiency and consistency.
Key features:
Automated tagging: Rules can automatically tag tickets based on specific Shopify data. For instance, you can set up a Rule to tag tickets from customers with high order counts or significant total spending as "VIP."
Prioritization of tickets: Rules can prioritize tickets that meet certain criteria, such as high-value orders or repeat customers.
Use case: A customer with a history of substantial purchases contacts support. A rule detects that the customer's total spending exceeds a predefined threshold and automatically tags the ticket as "VIP."
This tag can then trigger other workflows, such as assigning the ticket to a senior support agent or escalating its priority.
How it helps:
Improves customer experience by prioritizing high-value customers.
Maintains consistent service quality.
Rules let you identify VIP customers using Shopify variables.
7. Track revenue with reporting
What it does: Gorgias offers comprehensive reporting that allows you to measure how your support interactions influence sales.
Key features:
Tickets converted: Tracks the number of support tickets that led to a sale within five days of the ticket's creation.
Conversion rate: Calculates the percentage of created tickets that resulted in sales, helping you assess the effectiveness of your support team's interactions.
Total sales from support: Sums the revenue generated from orders associated with converted tickets, accounting for refunds and order adjustments to provide accurate figures.
These metrics are accessible under Statistics → Support Performance → Revenue in your Gorgias dashboard. You can filter the data by integration, ticket channel, tags, or specific time periods to gain detailed insights.
Use case: By analyzing Revenue Statistics, you can identify which support channels or agents are most effective in driving sales. For example, if live chat interactions have a higher conversion rate, you might allocate more resources to that channel.
Additionally, recognizing top-performing agents can inform training programs to elevate overall team performance.
For example, One Block Down, a Milan-based streetwear brand, struggled to manage a growing volume of customer inquiries across multiple platforms. By integrating Gorgias with Shopify, they centralized all customer interactions into a single platform, giving agents instant access to crucial information like order history and returns directly within tickets.
The setup allowed the team to measure the direct impact of their support efforts on revenue.
The result? An impressive 1,000% increase in support-generated revenue and a 1-hour average first response time. By connecting the dots between customer service and sales performance, One Block Down demonstrated how proactive, data-driven support can directly influence the bottom line.
How it helps:
Quantifies the revenue generated from support interactions.
Faster team optimization with data-driven insights.
Understanding the correlation between support interactions and sales can help refine customer service strategies.
Revenue Statistics highlight which support channels and agents are best at generating sales.
8. AI Agent integration
What it does:AI Agent automates Shopify actions like canceling orders, editing order details, and reshipping items.
Key features:
Cancel Shopify order: AI Agent can automatically cancel unfulfilled orders upon customer request, restocking the items and issuing a full refund. A confirmation email is sent to the customer once the cancellation is complete.
Edit order shipping address: When a customer needs to update their shipping address, AI Agent verifies if the order is unfulfilled, confirms the new address with the customer, and updates it in Shopify accordingly.
Replace order item: AI Agent facilitates item replacements in orders by confirming the item to be removed and the new item to be added, checking stock availability, adjusting payments if necessary, and sending an updated order confirmation to the customer.
Reship order for free: In cases where an order is lost in transit or arrives damaged, AI Agent can duplicate and resend the order at no additional charge.
Remove order item: If a customer decides to remove an item from their order, AI Agent can handle the removal, restock the item in Shopify, process the refund for the removed item, and notify the customer of the updated order details.
Use case: A customer realizes they've entered an incorrect shipping address shortly after placing an order. They contact support, and AI Agent promptly verifies that the order is unfulfilled, confirms the correct address with the customer, updates the shipping information in Shopify, and sends a confirmation email—all without human intervention.
How it helps:
Automating routine order management tasks reduces the workload on human agents.
Quick and accurate responses to order modification requests lead to a better customer experience.
Automated processes ensure consistency and accuracy in handling order changes, reducing the likelihood of human error.
Using Gorgias’s AI Agent you can customize multiple Shopify actions with Gorgias.
"Since day one, Gorgias has been dedicated to helping ecommerce brands deliver exceptional customer experiences. We started with a helpdesk to centralize support, then introduced AI Agent to instantly resolve support questions,” says Romain Lapeyre, CEO of Gorgias.
“Now, we're taking the next leap forward with an AI Agent that powers the entire customer journey—anticipating buyer needs, boosting sales, and automating high-quality support. Today, I'm happy to announce Gorgias as the Conversational AI platform for ecommerce.”
Gorgias’s Conversational AI platform will let teams provide fast, scalable, and cost-effective support while helping them drive revenue growth. From automatic order changes and refunds to product recommendations and cross-sells, brands will be able to flawlessly combine their support and sales efforts.
The end result is an AI-powered customer journey where every customer interaction feels complete, personal, and connected, both before and after purchase.
Questions in Chat, resolved in seconds
Last year, we introduced AI Agent for email.
Some brands call their AI Agent Lisa, some call it Wally, and most treat it like a real member of the team. But this reliable support sidekick was only available to answer customers on email—until now.
Get ready for instant responses that tackle support inquiries of all sizes. Now, your customers can enjoy fast responses that keep their shopping experience as smooth as possible.
On top of improving first response times, AI Agent can play an even more critical role in unblocking sales, suggesting products, and driving upsells and cross-sells.
With responses sent in 15 seconds or less, brands can delight customers with near-instant resolutions.
AI Agent can autonomously respond to customers on email and chat.
Let your AI Agent take action
Actions let AI Agent perform customer requests on behalf of your support team. This includes changing shipping addresses, fetching fulfillment status, canceling orders, adding discounts, and more.
You can use a library of pre-configured Actions for popular apps like Shopify, Rebuy, Loop, and more. And you don’t need any technical skills to set them up.
With almost half of queries requiring some kind of update, Actions is your go-to for complete resolutions so you can get more accomplished.
AI Agent can perform actions on ecommerce apps, right from the Gorgias platform.
Quality built into every support ticket
Quality checks have traditionally been manual, time-consuming, and inconsistent. Our brand new Auto QA feature changes that by automatically scoring 100% of conversations on resolution completeness and communication quality—whether from a human or AI agent.
With Auto QA, team leads can:
Scale quality consistently and easily. Both human and AI agents follow the same quality standards, allowing for consistent, high-quality customer experiences.
Coach smarter. Use real-time QA ratings in tickets to give agents targeted feedback.
Track team performance. The dashboard highlights metrics by agent, showing what’s working and where to improve.
Receive automatic QA checks on all customer conversations with Auto QA.
Gain clarity on your AI Agent’s impact
Support teams should be in complete control of their AI. That’s why the AI Agent Report and AI Agent Insights were created—to help you know exactly how your AI Agent is performing and contributing to your customer service operations.
The AI Agent Report provides full visibility into AI Agent’s performance, covering metrics like First Response Time, CSAT, and one-touch ticket resolutions. Fully integrated into your Support Performance Statistics dashboard, the report includes:
The percentage of tickets automated by AI Agent
The number of tickets closed by AI Agent
Success rates for one-touch resolutions
How satisfied customers are with AI Agent’s responses
Monitor AI Agent’s performance with a glimpse into metrics like automation rate, closed tickets, and customer satisfaction.
AI Agent Insights takes it a step further. It analyzes AI Agent’s performance data and provides you with a dashboard of recommendations, including potential automation opportunities, popular ticket intents to optimize, and knowledge base improvements.
Find out which areas of your support workflow could benefit from automation with AI Insights.
Meet your new AI sales assistant
Soon, we’ll be expanding our AI capabilities with the launch of AI Agent for Sales, a tool designed to assist customers on their shopping journey.
AI Agent for Sales helps brands boost their sales capabilities through smart product recommendations, on-page checkout assistance, and personalized conversations. Now it's easier to reduce cart abandonment, suggest complementary products to boost average order value, and overcome pre-sale objections.
This new tool will bridge the gap between marketing and CX, ensuring brands can scale personalized interactions 24/7 without increasing headcount.
AI Agent for Sales is coming to chat soon.
Looking ahead with conversational AI
As we continue to innovate with conversational AI, our focus remains on helping you succeed.
By combining smarter tools with valuable insights, we’re creating opportunities for you to put your customers first and build deeper connections at every touchpoint.
Join us as we pave a new way for the future of ecommerce.
Help your CX team deliver better service with AI quality assurance for fair feedback and consistent customer support.
By Christelle Agustin
0 min read . By Christelle Agustin
TL;DR:
The landscape of QA is moving from manual to AI-powered, where AI can analyze every customer interaction, uncover patterns, and suggest data-driven changes at scale.
Automating QA allows ticket reviews to be routine. This means customers will always receive high-quality support.
Every customer interaction is reviewed with AI QA — not just a sample. This gives support leaders full visibility into performance and service quality.
AI QA saves time and improves agent and AI Agent feedback. By automating ticket reviews, agents receive instant, unbiased feedback, and leaders can focus on big-picture CX improvements.
But answering tickets isn't enough. Responses must also be high-quality, whether from humans or AI. And while customer satisfaction (CSAT) is the standard measure of how successful these interactions are, they have major limits.
CSAT scores don’t tell the full story about whether agents were helpful or if they used on-brand language. These gray areas in quality lead to missed sales, higher return rates, and frustrated customers during peak periods.
AI quality assurance (QA) is changing that. In this article, we’ll see what QA looks like today, how AI can simplify the process, and how CX teams can use tools like Auto QA to improve quality across all conversations.
{{lead-magnet-1}}
Traditional customer support QA is falling by the wayside
Today, QA in customer support is a largely manual responsibility. Customer conversations are reviewed by CX team leads to ensure customer satisfaction and identify areas for agent coaching. Team leads evaluate agent responses against a checklist of best practices, including the proper use of language, product knowledge, consistency, and helpfulness.
However, reviewing tickets takes a long time.
QA is important, but it's hard to prioritize when customers are actively waiting for help with refunds, urgent order edits, or negative reviews. And when CX teams are under-resourced and short-staffed, it’s easy to put QA on the back burner.
What’s more, as AI plays a bigger role in responding to customers, quality assurance must evolve to ensure the quality of AI-generated responses, not just human responses.
Over time, the lack of QA in CX can hold back support teams for three reasons:
Delayed feedback makes it harder for agents and AI tools to improve.
Leaders have less time to train agents and refine workflows.
Inconsistent service risks losing customer trust and loyalty.
What is AI-powered QA in CX?
AI-powered quality assurance (QA) uses AI to automate the process of reviewing customer interactions for resolution completeness, communication, language proficiency, and more.
Instead of team leads spending hours manually sifting through tickets, AI takes over and evaluates how well tickets were resolved by agents.
Shifting this traditionally manual work to an automated process pulls teams out of the weeds and into more beneficial work like speaking to customers and upselling.
Manual QA is prone to inconsistent checks and fewer tickets reviewed compared to AI-powered QA.
With AI QA, routine ticket reviews are not just an optional part of your customer service strategy, they become a permanent part of it. The road to greater customer trust, resolution times, and stronger product knowledge becomes easier.
Manual QA is like trying to review a handful of tickets during a flood of new customer requests. Team leads can only focus on a small sample, leaving most interactions unchecked. Without complete visibility, creating a standard across all interactions is challenging.
Now, switch over to AI QA. You don’t have to choose between QA duty or answering tickets — QA checks are automatically done. You’ll still need to monitor AI’s performance, but now there’s more time to focus on creating strategies that improve the customer experience.
Here’s how AI QA and manual QA measure up to each other:
Feature
AI QA
Manual QA
Number of Tickets Reviewed
All tickets are reviewed automatically.
Only a small sample of tickets can be reviewed.
Speed of Reviews
Reviews are completed instantly after responses.
Reviews are time-consuming and delayed.
Consistency
Feedback is consistent and unbiased across all tickets.
Feedback varies depending on the reviewer.
Scalability
Scales, regardless of ticket volume.
Struggles to keep up with high ticket volumes.
Agent Feedback
Provides instant, actionable feedback for every resolved ticket.
Feedback is delayed and limited to a few cases.
Leader Advantage
Frees up leaders to train the team and improve workflows.
Disadvantageous, as leaders spend most time manually reviewing tickets.
7 benefits of using AI quality assurance in CX
AI quality assurance helps CX leaders move beyond manual reviews by offering fast, thorough insights into performance and customer needs. Here are seven key benefits it brings to your team.
1. Improved visibility into customer interactions
AI QA reviews every ticket, giving CX leaders a complete view of agent performance and customer trends. Nothing slips through the cracks, so you can act on real data each and every single time.
What the team wins: Key areas to focus on to improve the customer experience.
What the customer wins: A consistent support experience where their concerns are fully addressed.
AI QA feedback can highlight confusing policies or common product issues that lead to unhappy customers. With instant feedback, teams can quickly make changes and create better, consistent customer experiences.
What the team wins: Faster fixes for recurring issues.
What the customer wins: A smoother, frustration-free experience.
3. Faster identification of process gaps
Agents can receive feedback that instantly highlights gaps in workflows or unclear escalation steps. This is an efficient way to resolve issues within the wider team before they become more significant problems.
What the team wins: Process issues are solved quickly.
What the customer wins: Faster resolutions with little to no delays.
4. Standardized scoring for AI and human agents
AI QA evaluates both AI Agent and human agent interactions using the same criteria. This creates a level playing field and ensures all customer interactions meet the same quality standards.
What the team wins: Fair evaluations for both AI and human responses.
What the customer wins: High-quality support, no matter who handles the ticket.
5. More time for coaching and training
With less time spent on manual reviews, leaders can dedicate more energy to team development. Training sessions guided by AI insights help agents improve quickly and ensure the team delivers support that aligns with protocols.
What the team wins: More focused skill-building based on data.
What the customer wins: Clearer and more accurate support.
6. Drives continuous knowledge for the entire team
AI QA is helpful for showing agents which areas they need more training on, whether it's being better about using brand voice or polishing up on product knowledge. This leads to better support processes and stronger product understanding across the team.
What the team wins: Better support tactics and product expertise.
What the customer wins: Faster resolutions due to knowledgeable agents.
7. Enhanced customer experience through consistently high-quality support
Since all tickets are reviewed, teams can feel confident they’re delivering high-quality support on a regular basis. Customers get clear, helpful answers, while agents gain insights from every ticket with AI feedback.
What the team wins: Consistent support performance.
What the customer wins: Reliable support they can trust.
How accurate is AI QA?
AI QA analyzes tickets using predefined categories to evaluate how complete and helpful agent responses are. Let’s take a closer look at how it maintains accurate ticket reviews with an AI QA tool like Gorgias’s Auto QA.
It measures multiple metrics
Auto QA evaluates tickets based on three key areas: Resolution Completeness, Communication, and Language Proficiency.
For Resolution Completeness, it checks if all customer concerns were fully addressed. For example, if an agent resolves only one of two issues raised, the ticket is marked incomplete. Tickets where customers resolve issues on their own or don’t respond to follow-ups can still be graded as complete if handled appropriately.
Communication quality is scored on a scale of 1 to 5, assessing clarity, professionalism, and tone. Agents earn higher scores when they provide clear solutions and remain positive throughout the interaction.
Finally, Language Proficiency evaluates whether an agent displayed high proficiency in the language of the conversation. The score considers how well spelling, grammar, and syntax were employed.
Gorgias’s Auto QA scores agent responses based on communication and completeness.
Teams can improve AI with their own feedback
Auto QA isn’t set in stone. Team leads can expand on AI-generated feedback by adding their comments. For example, if a resolution is graded as ‘Incomplete,’ a team lead can explain why and provide additional context. This helps clarify the evaluation for the agent and also helps the AI model improve over time.
How to get started with AI quality assurance using Auto QA
Ready to bring the benefits of AI QA to your team? Here’s how to get started with Auto QA:
Audit your current QA process to identify gaps. How do you currently review tickets? Pinpoint areas where manual QA falls short, such as inconsistent feedback or missed interactions.
Pilot Auto QA with a small team. Introduce Auto QA to a small group of agents to test its impact. This allows you to find out how the new QA process fits into your workflow and how it affects agent performance.
Use AI insights to refine processes. Analyze the feedback Auto QA provides to identify process gaps or recurring issues. Use these insights to update your workflow, improve training, and address root causes of customer pain points.
Gradually scale adoption across the team. Once the pilot is successful, roll out Auto QA to more agents. Make sure everyone is trained on how to use its insights and integrate the tool into daily operations.
Monitor and provide feedback to improve AI accuracy. Review Auto QA’s evaluations to ensure accuracy. Add manual feedback as needed to fine-tune its scoring on future tickets.
Measure the impact on performance and satisfaction. Track key metrics like ticket close rates, resolution times, and customer satisfaction scores. Use this data to understand how Auto QA transforms your QA process and drives better results.
Make high-quality responses a standard with Auto QA
AI QA isn’t just about automating ticket reviews — it empowers CX leaders to focus on what truly matters: training and improving processes.
Leave spot-checking and inconsistent application of policies and brand voice in the past. As a built-in feature of Gorgias Automate, Auto QA makes high-quality customer interactions your brand’s standard.
The Covid-19 pandemic has dramatically accelerated the move from offline to online in retail. This got us busier than ever supporting our merchants, new and old, to ensure we help them work towards providing exceptional customer service.
As a result of this huge ecommerce spike, 2020 has been a massive year for Gorgias.
At the beginning of the year, we had just 30 people on our team and now, we’re sitting at over 100 incredible people working each and every day to help serve 5,000+ merchants.
Gorgias Virtual Summit Q4 2020
The reason our team grew so much this year is to support the growth of our merchants.
Throughout the year, order volume has massively increased and therefore, lots of customers have been contacting businesses through customer service. We went from having 2 million support requests a month on Gorgias to 6 million during the holiday season.
Growth of support requests through Gorgias
So today, we’re announcing a $25m series B lead by Rajeev Dham at Sapphire Ventures, with participation of Jason Lemkin (SaaStr), François Meteyer (Alven) and other historic investors.
What’s our goal with this round?
We want to accelerate our progress towards our mission to transform support from painful to exceptional for merchants.
We asked our merchants and learned that they have the following needs: first they want their support to be fast and high quality, then they want to optimize their cost, and once they’ve done that, they are willing to shift the way they think about support to make it a profit center.
How can we help merchants more in 2021
In 2021, we want to focus on the top questions our merchants are getting, which account for 60% of the support volume. By empowering support agents to respond faster to these frequent questions, we’re aiming at reducing first response time for our merchants and at increasing the quality of their support. This will free up agents time so that they can focus more on the more complex questions their customers are asking.
The top 10 customer support questions
How are we going to do this?
We’re building a help center so customers can self serve and find immediate answers to their most common questions
We’re going to work on becoming a platform so that third party developers can integrate with Gorgias and provide more value to agents
We’re improving our macro suggestions so that agents spend less time typing repetitive text and more time on custom responses
We’re also adding new channels, including Instagram DMs, Whatsapp, phone and others
Looking further ahead into the future, our goal is to change the role of support from responding to customers’ issues to helping the business grow.
2021 is going to be a new chapter for us. With this round, we’re going to double our team to 200 people across all our hubs, in San Francisco, Belgrade, Paris, Charlotte, Toronto and Sydney.
I want to thank our amazing team for helping build a company that has an impact on 60 million customers yearly, and the 5000 merchants who’ve decided to use our product every day.
The adventure continues, we’re more excited than ever!
Your eCommerce business has proven to be successful and may have encountered growth limits. The natural next step is to expand, either by gaining more sales in your current market or moving into a new one. This can be done by creating new products, moving to a larger office, buying new technology, hiring additional staff—essentially taking all of the steps needed to set your store up for success.
However expanding an eCommerce business carries with it opportunities for both growth and failure, and it takes a lot of energy and resources to get it right. Passion and confidence are excellent, but they aren’t the only ingredients that go into growing an eCommerce business.
For this venture to succeed, you need a great business plan. In this article, we go through every step of the process so that by the end you will completely understand how to write a great business plan for expanding your eCommerce store.
What is an eCommerce Business Plan?
Let’s start with the basics: Think of your business plan as fulfilling the role of a road map. Naturally, it can’t predict real-life variables flawlessly but it can establish a contingency plan for a wide range of situations. This will identify problems, how to overcome them and show lenders, potential partners or investors where your business is headed.
Your business plan will also explain what the market opportunity is, growth projections, and other important milestones. Basically, this is the document where you state what you want to accomplish and how you will accomplish it.
Why Should Your eCommerce Store Have a Business Plan?
The business world can be harsh and unforgiving. About 45% of businesses fail in the first five years and only 25% of them are still operating after ten years. If you are going to expand your eCommerce business so that it is thriving in new markets and selling out new product lines, you need to utilize every beneficial tool and resource.
A good business plan sets you up for this type of success right from the beginning. Creating one isn’t the only factor that contributes to success, but data shows startups with a business plan grow 30% faster, are twice as likely to secure funding and succeed 16% more often.
Even though an eCommerce business plan is a complex document, writing one doesn’t have to be an intimidating process.
Below, we list out every factor that should be taken into account as you work to draft a successful business plan for expanding your business.
Executive Summary
The executive summary is the last part you will write, but the first section that anyone reading your business plan will see. As the preface, it is basically a one-page synopsis that summarizes almost every important detail. It should grab your reader’s attention and convince them it’s worth their time to read the entire document.
Below is the basic information that you should include in your executive summary:
What Kind of Products Do You Sell?
Describe all your of your products, new and old, explaining their key benefits and features. They need to address a need that customers have or opportunities in the market. You should also show how they differ from competitor’s products and highlight why potential customers will choose your product over the other options on the market.
Your Monetization Strategy
A monetization strategy is a detailed plan about how to generate revenue for your products. In this section, describe three or four of the main strategies you intend to implement to market your products to your target audience.
Your Audience and the Market
Define your specific target market by including information like market size data, growth rate, customer segmentation, and market structure. You should also explain the characteristics of the ideal people to whom you intend to sell your eCommerce products.
Company Overview
A company overview will include vital details about your eCommerce business. It will describe the size of your company, how many more staff you plan on hiring, what you want to achieve and where it is located. It is typically the second section and appears after the executive summary.
You should include the following elements when writing the company overview section of your business plan:
Your Team
List out your key players in the team section of your business plan. This might include everyone from the C-level executives to the HR representatives and the new positions you plan to hire for. Make sure you paint a picture of your team that showcases their professionalism and finest skills.
Company Structure
In the company structure section, you should provide information about how your company is organized. The most common business structures are sole proprietorship, LLC, S Corporation, or partnership. If required, it will also discuss how your business structure will change.
Mission Statement
The mission statement serves as an existential justification for why your business has been created. In a few sentences, you explain why you exist, and what you strive to accomplish. In addition to serving as a brief explanation of your business to readers, the mission statement can also serve as an internal reminder of your company’s values—one that could potentially shape decisions in the future.
This section should demonstrate both your expertise and provide a thorough analysis of your current market. If you plan on tapping into a new market, it should also be analyzed.
When you craft this part of your business plan, you should have a significant understanding of who operates in the space you have taken an interest or are currently in—both in terms of competition and consumers. This includes potential customer segments, the value and volume of the market, who your competitors are and what their challenges and successes have been.
Let’s look at these in more detail:
Target Market
It’s essential that you understand who your target market is, and never assume that everyone will want to buy your products. In this section, you will provide readers with your current and and new target buyers’ demographic data so that they understand who customers are or will be. You can use this research to create a customer profile, using information such as their education, income level, gender, lifestyle preferences and age.
Market Size
The market size refers to how many people are shopping and purchasing products from your niche. This will also depend on the scale of your expansion. For instance, if you plan on selling clothing all around the world instead of only national, you should take an international approach to assessing the size of the market. The industry market size is often a huge factor for investors that will read your business plan. You should also note if the market is declining or growing.
Competitive Analysis
You want to know who is thriving in your niche, and why. For this part of your business plan, dissect your competitors, including as much information as you can gather about them. This could be everything from their weaknesses to their web traffic, to their product and pricing strategy.
The more you know about your competition, the better you will be able to position yourself to stand out.
Marketing Plan
This segment of your business expansion plan is where you share your comprehensive marketing plan. Identify how you plan to promote your new products, attract leads, and retain customers. Your marketing strategy will determine whether your expansion will have massive amounts of growth or you have none at all.
Customer Loyalty Program
To retain customers that purchase new products at your eCommerce store, consider rewarding them through a loyalty program. Planning and outlining this from the offset will help increase your chances of accumulating a new and invaluable, solid customer base. There are different loyalty programs for you to choose from, such as point based, tier based, paid based and progress based.
SEO
Search engine optimization (SEO) is a marketing strategy that requires sustained planning and well-organized content production. Targeting keywords, producing content, building links—all for organic visibility so that your new products on your eCommerce store will appear at the top of search engines to obtain as much traffic as possible.
Print
Print marketing may seem like a thing of the past but it can still be effective, especially when combined with digital. Direct mail marketing can drive traffic online and aid online sales when voucher codes are delivered to potential customer’s homes, for example.
Social Media
Social media is a very important element of any marketing strategy and should be accounted for in your business expansion plan. It may refer to what type of social media platforms you will use, what will you share, and when you will share it. This section should also include what metrics you are going to track, such as engagement, click-through, and conversion rates.
Email
You should plan on expanding and segmenting your email list right from the moment you list your new products so that you have a cost-effective way to communicate and promote them. This will provide your business with a dependable base of consumers that you can offer compelling deals to time and time again.
In this part of your business plan, it is time to get much more precise about your current and new products, including what you have, what you expect to have, and how you plan on handling that inventory.
Description of Products
Product descriptions allow you to explain your inventory to a buyer succinctly so they understand what they are getting - think benefits, not features. Product descriptions also serve as an opportunity for SEO and simply for differentiating your inventory from that of the competition.
Anticipated Future Products
Write down what you expect to add in the weeks, months and years to come, beyond your current expansion. This will be extremely useful information to investors when evaluating your business plan.
Operations
In this section, you will account for what is involved in your day to day operations of running your eCommerce store. It is important to demonstrate that you understand the process it takes to also buy, manufacture and deliver additional new products. This can cover a lot of ground, depending on your business model.
Production
Is your company building its own products? If so, create a step-by-step outline on how they will be manufactured. If not, state whether you will be using a dropshipping or third party manufacturing company instead. It’s also important to acknowledge any problems that may occur. Production is a very important component of success, so be very detailed.
Inventory
Here, you include how much inventory you have at any given time. It’s also important to plan for how you will store, handle, and track new product lines.
Shipping
A lot of considerations factor into this very important element of your eCommerce business. Will you sell your new products to international customers? If so, how long will it take to package your products and ship them? Will a third party shipment company be necessary, or will you be able to handle the entire process from your own physical location? These questions need to be answered.
Equipment
Undoubtedly, equipment will be required for your business to operate. In this part of the business plan, you can list out what you have on hand, what you will need before you launch your new products, and what you might need as your business grows even more. You should also include the costs of your equipment.
In order to be as detailed as possible, list all types of software, hardware and machinery. This can include forklifts, computers, and other types of marketing automation that are critical to the success of certain departments within your company.
Financial Plan
The purpose of writing a business expansion plan is to prove that your eCommerce store is and will continue to be successful. You will have the opportunity to demonstrate this by translating all the components of your business into numbers. You will then need to elaborate on these numbers in a way that makes the expansion of your store sound like a profitable venture to investors. This section is often the least favorite part of the business plan to write, but it’s inclusion is essential.
Income Statement
An income statement refers to your revenue streams, expenses, and profits over a certain period of time. It will show whether or not your business is profitable. If you are still in the planning stages of the expansion for your eCommerce store and the products have not yet been launched, you can model your income statement from the experiences of a similar business that is operating and selling the same products within your industry.
Determine the Break-Even Point
Here, the term break-even point refers to how much of your products you will need to sell before you can cover the costs of all your expenses. This also helps make your case for a business loan as it shows the sales level your store requires to ensure it won’t incur a financial loss.
Cash-Flow Statement
Cash-flow statements refer to the cash that comes in and goes out, typically per-month. When your company has more cash coming in then it does going out, this is referred to as “positive cash-flow” or, in other words, profit. On the other hand, if your expenses are higher than your revenue, this is called “negative cash-flow”.
Forecasting cash-flow is very important, even if it is an imprecise practice. It allows you to prepare for a variety of different circumstances, such as a quiet season, and demonstrate how you will adapt your eCommerce business strategy accordingly.
The business plan you will write exists not just for attracting investors, but for helping you to overcome common obstacles eCommerce businesses often face while expanding. By planning ahead, you increase your chances of success and help to ensure that your business will enjoy a continued fruitful future.
By taking into account everything we have discussed in this post, you have the resources and tools needed to write a comprehensive business expansion plan.
By doing quality assurance on the support side, you’re able to see what’s working, what triggers customers and how to train your team to improve. It’s also a great tool for your team’s personal development as a support agent.
Since it’s time consuming though, everyone wants to find a way to streamline.
Klaus can do it, and there’s officially an integration that you can use with your Gorgias account to streamline it. Klaus is a quality review tool that helps you create a perfect customer experience for buyers and potential buyers
So, how does this help with the issues you may be facing with customer support quality assurance?
Let’s dive in.
It’s A Time Saver
As we just talked about earlier, customer assurance can be a time sucker. You may be manually looking at transcripts and organizing everything yourself, but there’s no need to do it this way. You know at Gorgias how much we love saving you time, so here’s how to reduce that with our new Klaus integration.
By pulling conversations automatically from your helpdesk, you can get instant review samples with erases the manually part of copy and pasting transcripts. Using Klaus, there’s also manual filtering options to help you quickly, and seamlessly, find specific cases or keywords you’re looking for.
For example, say you were curious about those tickets that took several responses to solve, or ones that received negative ratings from customers, you can easily pull those up in an instant
Notifications are also automatic when it comes to using Slack or email. By setting up these notifications, you’re able to ensure that none of your support agents misses a piece of their feedback. Thus saving you time, and constant reminders, to ensure that they receive these reviews.
It’s Efficient
You all know how we love having all our data and information in one place, and Klaus is the same as Gorgias. Their dashboard which allows you to track you team’s performance over time, see the aspects of their communication they may be struggling with and looking into their quality scores (which will get into), really makes things easy.
This full overview makes things efficient for you to see the overall health of your customer support team for your ecommerce business.
On top of that, reporting efficiencies are really easy. Reporting, no matter the department, tends to take up a lot of time. With Klaus, you can have all your efforts easily viewable in the dashboard.
Chris Lavoie, Tech Partner Manager It’s Personalized
No matter the size of your ecommerce business or support team, you’re always going to want to know how each of your members are doing. Using customizable scorecards with Klaus you can create these to add in a rating criteria for a number of different situations (an unlimited about by the way!).
This is helpful when it comes to working with multiple teams or support channels since it allows you to efficiently track quality in as much detail as you need based on what you’d set the customizable scorecards for.
Klaus also lets you choose between different rating scales. For example, a binary thumbs up/down suit some people, while others would rather use the 3 or 5 point scoring system -- you choose what you prefer!
At Gorgias, we’re continuing to work on partnerships that will make your life easier, and Klaus is one of those that will make the difference in a critical part of your strategy. Haven’t tried Gorgias out yet? Give it a try for 7-days free and see how it can make your life more efficient and simple when it comes to your ecommerce store and customer support.
Your online store, mixed with the e-commerce helpdesk Gorgias, and topped with the quality review tool Klaus - that’s how you cook purr-fect customer experiences for your buyers.
You don’t even have to write this recipe down because we’re excited to announce that we’ve just released the native Gorgias and Klaus integration! You can now pull your customer conversations from Gorgias seamlessly into Klaus for internal support QA and provide consistent feedback to your agents.
There’s a number of reasons why Gorgias can be the best solution for your online store. And there’s a lot of sense in using it together with Klaus if you want to provide your customers with top-notch customer care.
Let’s look into the magic that you can unleash with the Gorgias and Klaus integration.
Gorgias for extraordinary e-commerce experiences
If you’re running an online store then you probably already know that e-commerce customer service is not just about helping your users. It’s about converting customers, increasing sales, and growing your business.
To reap the benefits of having a revenue-driving e-commerce support team, set your team up for success with the right tools. A regular helpdesk may be enough to give timely answers to your online visitors’ questions, but it might not reveal the full potential of each of your customer interactions.
That’s why dedicated ‘e-commerce helpdesks’ are a thing now, and why Gorgias has become so successful in this category. Here’s what sets Gorgias apart from other more generic helpdesk solutions:
Focus on converting visitors into customers: Give your customers the same kind of personalized service that you would when visiting a physical store. Chat with customers to give recommendations, feedback, and special offers.
Engage with people before they visit your store: Gorgias allows your agents to respond to people’s questions and comments on your social media ads and posts. Increase your ad effectiveness and sales results in one go.
Track your support team’s sales results: See which support interactions - in text messages, social media answers, and live chat conversations on your website - lead to sales. Build your sales and support strategies to maximize the results.
Gorgias also delivers information about the customers’ previous orders and other nifty functionalities that help you turn your customer service team into a sales department - and, as a matter of fact, a very successful one.
But how can you make sure that your customer service agents actually nail every sales opportunity hiding in your support interactions? That’s where Klaus comes in.
Klaus for consistent customer care quality
Klaus interface
Klaus is a conversation review and support QA tool dedicated to helping your agents make the most out of every support interaction. It’s a platform for having a systematic insight into your customer conversations, providing consistent feedback to your agents, and gaining control over support performance.
You can’t improve your support quality if you don’t measure it. And Internal Quality Score - the metric of conversation reviews - does just that. It makes the quality of your customer service quantifiable and allows you to track and compare your team’s performance over time.
While some smaller teams prefer to manage their internal quality reviews in spreadsheets, companies like Automattic, Wistia, PandaDoc, and Geckoboard, have trusted the manual work behind support QA to Klaus. Here’s why:
Instant review samples: Klaus pulls conversations automatically in from your helpdesk. That means no manual copy-pasting of ticket data and saves you a good few hours every week.
Advanced filtering options help you find the specific cases you’re looking for - e.g., those that took several responses to solve, or those that received a negative rating from your customers.
Customizable scorecards: Create as many scorecards as you’d like. If you’re working with multiple teams or support channels, you can create a separate rubric for each. Add the rating criteria that makes sense to each particular situation, and track the quality in as much detail as necessary.
Klaus also allows you to choose between different rating scales: a binary thumbs up/down suit some teams, while others prefer the 3- or 5-point scoring. The choice is yours.
Quality metrics dashboard: Track your team’s performance over time, see which aspect of their communication they are struggling with the most, and zoom into specific agents’ quality scores. You’ve got a full overview of how your team performs against your quality standards.
Klaus’ quality dashboard makes reporting ridiculously easy, too. All the efforts you put into training and coaching can now easily be seen reflected in your team’s performance.
Automatic notifications: Slack and email notifications make sure that none of your agents ever miss a single piece of their feedback. Learning about their areas of improvement is the only way your team can become better at what they do, so make sure your agents get the feedback they need.
Klaus is a very dynamic and customizable tool and that’s why it works well with all customer service teams. If you want to boost your online store sales results through your support team, make sure you create the respective rating categories, measure your agents’ performance in them, and give regular feedback on how to score higher.
Your e-commerce customer service is running on Gorgias and now you want to start improving your customer service quality and drive more sales with Klaus? Can be done easily.
Tickets rated in Klaus
Connecting your Gorgias account with Klaus is easy as one-two-three with our native integration seamlessly connecting these software solutions. To set up the connection:
Sign in to your Klaus accountor create one if you don’t have it already (comes with a 14-day free trial, no strings attached).
Create your quality scorecard: define your quality criteria in rating categories and accompany it with a suitable rating scale.
Invite your team members to the Klaus party. We’ve already pulled the list of your team members over from your Gorgias account, all you have to do is decide who gets to be the reviewers, agents, and admins of your account.
Review your first conversation (and the second, and the third - we know, it’s addictive). Track your team’s progress in the quality dashboard.
There you go, you’ve built yourself a scalable way of assessing your support team’s performance and providing individual feedback to your agents with no unnecessary hassle.
The Gorgias and Klaus integration can give your customer service such an advantage that it almost sounds unfair. Poor competitors of yours!
Getting control over your support interactions and turning them into your sales reps is an art that not everyone can master. Working with the right tools is a quick shortcut to success.
We’re excited to welcome Gorgias into our extended family connected through our native integrations. Which other integrations would you like to see on our list? Share your thoughts in our online CX community The Quality Tribe.
Eli Weiss, OLIPOP’s CX team. OLIPOP is a drink that is a healthier alternative to soda and has taken the beverage industry by a storm. It has achieved great accomplishments such as generating $10,000 of sales, without any discounts, in less than 15 minutes and has over 2,500 subscribers, making up 35% of their business. Working at the frontlines of customer experience, Weiss emphasizes that a good customer service team is the key to a successful business and he imparts two important takeaways in the podcast. Subscribe to Hello Gorgias on Apple, or listen below.
It's also worth nothing that we're able to get results like these, because of our integration with Postscript for SMS marketing.
Customers want to feel like they are an important part of a brand – that they are helping to build the company and that they are not just going through a revolving door. They want to know that they are cared for and not just seen as a walking and talking wallet. By adding a little bit of individuality in each message, even by doing something as simple as referring to them by their first name in an email, it shows the care and consideration that the customer service team has for their clients. Although problems such as shipping estimates and an unsatisfactory drink flavour are out of the team’s control, the customer’s satisfaction is. After all, it is five to ten times easier and cheaper to retain an existing customer than it is to acquire a new one, so it is essential to keep the client base happy.
Asides from making them feel like they are an important part of the company, it is also essential to develop a long-term relationship with them and SMS is a perfect tool to do so. A lot of brands have started to abuse SMS, sending out marketing messages so frequently and without any personal touch that it pushes interested parties away. SMS is an intimate tool, allowing companies to jump into a person’s cellphone, so when it is taken for granted, customers tend to leave. Brands should not always think about the fastest way to make money and bring in customers because, in the end, it can do the exact opposite. By growing at a slower but steady pace, people will begin to follow. They will appreciate the freedom and flexibility and remember this in the long-term.
Create A Solid, But Flexible, Macro for Your Customers
At the end of the day, everyone is human – especially the customers. They may seem like just another order or a small percentage of the total revenue, but no one wants to be viewed as a ticket number or a computer. It is important to view everyone as an individual and by making each message personal and different for each customer, it demonstrates exactly that. Rather than sending an email that simply says, “here is your refund”, make it unique by acknowledging that the customer is heard and felt. Therefore, while it is good to have a solid macro, it is also important to make it flexible for the team to adjust it.
This also applies to macros for negative experiences. Just as it is important to keep the customers happy, the CX team needs to be content as well. When employees are not valued, they become burnt out, exhausted, and contribute to a high turnover rate. They will not interact with the customers in the way that the company needs so having a macro that they can refer to, it allows for interactions to flow the way they are supposed to. Furthermore, it saves their mental health by letting them take a step back.
The Overall Lesson Of Human Support
Customer service is built on empathy and integrity. A long-term relationship with a client base is impossible if they are not treated properly, but it is also impossible if the customer service team does not get the proper support that they need. Just as marketing needs a large budget for the brand to be successful, customer service needs one as well to thrive. Weiss has seen this experience first-hand and cannot emphasize enough how important it is to remember that everyone behind a computer screen is still a human being.
To speak to Weiss and hear about his enthusiasm for his customers and Gorgias, he can be reached via Twitter at @eliweisss.
No matter what product or service you sell, customer support is always one of the highest priorities. If you don’t give your customers the best support and experience possible, a few things can happen:
You can lose customers… fast
Receive poor reviews
Stress out your own internal team
And much more.
The good news is, if you’re here you’re already thinking in the right way -- you want to enhance your support so that it’s seamless for both the customer, and your team.
That’s why all BigCommerce store owners can now integrate with Gorgias to deliver an outstanding customer support experience to consumers.
Gorgias is all about the customer-first model and this aligned vision with BigCommerce stores can bring your business to the next level.
But Why Does It Matter?
We touched on that a little bit already, but let’s dive in more on why support actually matters.
Countless business owners view the support side as a cost centre, but when you look at it as more than that, this is when you really start seeing success. By improving satisfaction overall, you’re able to maintain loyal customers, which is key to growing your store. On top of that, you can increase engagement on-site and also across social channels because when people have a good experience with a brand, they love to share the story.
Of course, at the end of the day, it also heavily contributes to sales. Using live chat and other means of customer support channels you can advise people quickly on what the best product for them is. When you create those loyal customers, word of mouth can be one of your strongest driving forces.
How To Actually Give Customers World-Class Experiences
Nowadays your audience and customers are everywhere. On top of that, they want the same experience across all channels which can sound very overwhelming. That being said, it is possible to make everything from social media to live chat, phone and beyond (we’ll talk about that in a little bit) work together seamlessly. By making all these channels easier to check on and respond on, it’ll help immensely with organization and responsiveness.
We all know that the faster you respond the happier the customer will be. The issue is, countless stores have a low response time, and this offers a big opportunity for those who can do better. Not only does it lead to higher customer satisfaction, but it can lead to more sales too.. For instance, if someone is asking your support team about a particular product, there’s a good chance they have other stores open in other tabs, and if you can answer that customer first they may be more likely to go with your product over another.
Lastly, don’t forget that sounding robotic isn’t cool and customers can usually read right through it. By being human, you’re able to have a more personal relationship with customers as opposed to something strictly transactional. By personalizing answers, your customer will truly feel like you care and know them, making it far more likely that they’ll purchase from your store again.
How can Gorgias help BigCommerce brands?
Well, let’s start with a couple words from Iris Schiefer, Sr. Strategic Partnerships Manager, EMEA at BigCommerce. She knows what Gorgias can do to help shop owners out, saying that it “allowsBigCommerce merchants to offer an exceptional support experience and deepen relationships with customers.”
This is fairly broad, and that’s because there’s lots of ways Gorgias can benefit your BigCommerce store. By using Gorgias, you can actually cut your customer support first response times and ticket resolution time without losing that precious human touch element.
Gorgias allows BigCommerce merchants to offer an exceptional support experience and deepen relationships with their customers. We are strongly aligned in terms of both our values and dedication to providing best-of-breed solutions to our merchants - We couldn't be happier to have Gorgias on board as a BigCommerce partner.
- Iris Schiefer, Sr. Strategic Partnerships Manager, EMEA at BigCommerce
We understand, it sounds too good to be true, but it is possible. So, let’s dive into a few things you’ll be able to do if you integrate Gorgias into your BigCommerce store.
One place for customer support
You can connect BigCommerce along with all your communication channels including email, social media, phone, live chat and more to Gorgias. This centralizes everything into one platform so that it's all in one place. This allows you to not miss any requests, and handle responses much faster.
With Gorgias, you can view your customer’s order history easily from the BigCommerce backend. This way, you can ensure speed and accuracy in responses as opposed to switching between tabs or cutting and pasting.
Personalization becomes easy and far less time consuming as well. With Gorgias, you can integrate data provided by BigCommerce like first name, shipping address and much more. This gives you the opportunity to send automatic and accurate messages for a personalized customer experience.
Repetitive questions can get frustrating, but Gorgias also has a function to get to these quickly and easily. You can automate answers to common questions to save valuable time for your team, that way they can focus on new customers and those with more complicated requests.
When you integrate Gorgias, you’re also using advanced machine learning to detect the intent, along with sentiment of each and every message. This means that by learning about tracking updates, return policies and urgency, Gorgias helps set priorities and categorize tickets based on what they’re all about.
Just like every other area of your business, tracking customer support performance is essential. Using Gorgias you can track KPIs to ensure you and your team are on track to delivering incredible support.
How does the Gorgias + BigCommerce integration work?
By integrating Gorgias, you’ll be able to also integrate with some of the biggest Apps in the BigCommerce Marketplace including Klaviyo, Omnisend, Smile.io and many more.
Now, how do you get started? It’s easier than you might think:
Go to your BigCommerce account and Install the Gorgias App.
You’ll receive a request to access your store from Gorgias then click Confirm, then Connect.
From there, you just add in your Gorgias authentication credentials, which is simply just your Gorgias helpdesk name.
After hitting save, you can now sync your BigCommerce customers who haven’t placed an order by selecting “sync customers who haven’t placed an order.” Then select the order cut off and hit Save.
Now, you’ll see an active green icon and this means you’re good to go!
You can find a more detailed step by step guide here.
Are you building out your ecommerce tech stack and seeking more app recommendations for BigCommerce? Check out our lists of:
The fact is that content marketing can help an eCommerce brand immensely, given that content is a foundational element for visibility in the SERPs, social media engagement, the cultivation of thought leadership and industry authority, lead generation, customer self-service, and other vital business activities.
But the reality is that most blogs fail, and for a variety of different reasons. One of the most prevailing is that it doesn’t generate immediate results, ultimately discouraging future content creation.
However, there are various tactics that merchants can use to cultivate traffic to blogs and boost conversions as a result of those visits.
One of the best ways to gain more site visitors who turn into paying customers is to create content that targets the intent of the user.
Of course, “user intent” is the reason behind the individual’s Google search. It is the outcome they aim to achieve.
For instance, if a consumer searches "best Bluetooth headphones," the intent behind the user's search is to obtain information that will narrow down their purchase options to just a couple of products.
When looking at how people search, there are three main types of user intents, often referred to as “Do, Know, Go.” Those intents are:
Transactional (Do): Here, a consumer is aiming to make a purchase or some other form of transaction.
Informational (Know): With this type of search, people are looking to learn, as in the aforementioned headphones example.
Navigational (Go): When conducting such a search, users are trying to get to a specific website or location. These can often be branded searches.
When creating content for a blog, merchants will likely be targeting information queries. These types of searches will result in a consumer finding high-ranking materials that relate to their search for knowledge.
Alternatively, a transactional search will often lead shoppers directly to product pages.
However, this isn’t to say that sellers shouldn’t link to their item listings within information blogs, assuming that the product is relevant to the piece. This can actually be a great way to pull a shopper from the top of the funnel down to deeper stages. More on this momentarily.
The sales funnel model is something that marketers use to delineate the path to purchase that consumers take. While there are numerous iterations of this model, the basics are that:
Consumers become aware of a product
Prospects then begin to consider the product, research and compare their options
Consumers make a decision and purchase a product or service
The job of site owners is to get consumers to move through the entirety of the brand’s sales funnel. Since awareness and research are highly dependent on the content offerings available to shoppers, merchants must craft quality content that targets top-of-funnel prospects.
Optimizing top-of-funnel content relies on uncovering and integrating long-tail keywords into various pieces. Since long-tail phrases are highly-specific and generate less search volume (and more conversions) than broad-head keywords, these phrases are a must.
While all of these tools are extremely useful, Answer the Public is a favorite as it provides long-tail keywords questions that consumers are searching, thereby cluing in retailers even further as to what precisely potential buyers want to know.
In addition to these tools, sellers can also mine incredibly useful information about consumer queries from sites like Quora, Reddit and similar boards.
While this idea was touched upon slightly with targeting long-tail terms and phrases, there is a lot more to optimizing content for conversions than just plugging in a few keywords.
For retailers to get the visibility required to earn clicks and conversions, it is necessary to optimize blog posts according to Google’s SEO ranking factors. Some tactics that merchants will want to utilize include:
Optimizing for the targeted keyword
Employing keyword variations
Adding images and optimizing alt tags
Linking to authoritative, relevant external pages
Including related links to internal destinations
Ensuring content is readable/scannable
Creating a proper meta title
Additionally, while meta descriptions have no bearing on SEO performance, they do influence clicks, which does impact rankings. Therefore, crafting a concise, alluring and accurate meta description is also a necessity.
Link to a Relevant Product
Linking to a product within a piece of content is a simple yet effective tactic for driving clicks to product pages and earning conversions.
However, the key thing to remember here is that the item must be relevant to the content. If sellers create a blog centered on ways to remedy plantar fasciitis and then include a link to great running shoes, that link will generate very few clicks and even fewer sales.
Alternatively, if a seller talks about and links to shoes or inserts for plantar fasciitis, it is far more likely that the content will earn sales as a result of the internal link.
The point of the post is to solve the reader's problems. If merchants have a product that can achieve that goal, then it is vital to include a link to the item. That said, do not promote products that are not relevant to the piece just for the sake of promotion. Doing so could damage a store’s credibility in the consumer’s eyes.
Employ Social Proof
Social proof has become a necessity in the eCommerce industry. With all the shady dealings that are happening online, consumers want to know that what they are getting is the real deal.
Some excellent forms of social proof that can be deployed in content or on product pages include:
Testimonials
Reviews
User-generated content from social media
By providing the evidence that other customers love their purchase, others are more likely to follow the same path.
Utilize Visuals
Visuals are a critical element for content.
Including images throughout blogs dramatically increases the readability of the piece and helps consumers to retain more of the information contained therein. The fact is, nobody likes reading massive walls of text.
Therefore, several ways that merchants can increase the readability of a piece and keep it engaging include:
Using screenshots to demonstrate ideas, topics of discussion or uses of a product
Employ visual indicators like graphs or charts to highlight figures
Summarize blog posts using embeddable, easily shared infographics
There are a slew of tools out there for creating such visuals, including Canva, Pablo, Easil and many others.
If merchants are looking to create content that converts, visuals are a must.
Include a Clear Call-to-Action
No matter if merchants are looking to drive traffic to product pages, get readers to share a post or simply generate comments, including a clear, direct call-to-action is vital to meeting that goal.
The fact is that if a merchant wants to achieve something with their content, they often must make it explicit by letting consumers know what step they should take next.
By including a call-to-action at the end of a piece for visitors to check out a product page or other content, retailers are far more likely to generate conversions than if they were to leave consumers to their own devices.
Retarget Content
For retailers who employ tracking pixels, those who visit their site can be retargeted to on Google, through social media and other popular online destinations.
Retargeting is an essential tactic for earning more conversions as consumers have already shown interest in a brand’s offerings–be they content or products.
While some consider retargeting to be an off-putting practice, looking at the facts about retargeting shows that this strategy is extremely useful in reaching consumers, generating sales and optimizing conversion rates.
In today’s attention economy, merchants must remain top-of-mind. Retargeting adverts help them achieve that end.
Final Thoughts
Creating eCommerce content that drives conversions is critical for merchants to compete in the increasingly crowded online retail industry. Moreover, by targeting user intent with such pieces, sellers can reel in new readers and bolster their customer base while still catering to existing shoppers.
Utilize the strategies listed above to help ensure that your company’s content earns the visibility it needs to generate clicks and conversions from shoppers–new and old. Don't have enough time to start a blog? Check out our ecommerce customer service automation guide to see how you can save time by automating many of the repetitive tasks that go into running an online store.
You might be assuming that there’s really nothing you can do to change this outside of overworking your team, or hiring more people.
This is completely normal, but there’s no need to panic. That’s because with Gorgias you can now integrate Loop in your ecommerce store. In case you’re wondering, Loop is an on-demand portal that allows customers to get the product they want, with less support touchpoints.
Using Loop, there are many ways you can reduce one of the biggest and more time-consuming support-related requests… returns. Plus, they do this while still giving your customers a seamless experience.
So, let’s dive in.
What’s the problem?
Did you know that 40% of support tickets are order related, with 5% being about returns? It might not seem like something worth looking into, or too problematic, but it is.
Though these customers returning items do deserve a great level of customer care (everyone does), it’s not the most valuable way to actually use your support team’s skills.
Why? Glad you asked.
There’s already a lack of resources
It’s always good to remember that your support team is juggling a lot more than you think because there’s so many different types of requests that come through. One of those requests that takes a lot of time is, you guessed it, return requests. While these are important, they don’t exactly require a human touch since they’re very straightforward and focus heavily on process.
If your support team isn’t able to address other requests in a timely manner, that could mean losing new customers or returning ones because of those support tickets.
Luckily, return-requests can be easily automated.
Customers want to control their returns
It may come as a surprise to hear that your customers don’t actually want a high touch support experience for returns from your team. They actually want to be the ones to choose where and when they want to engage with support teams.
Since customers want a more on-demand experience when it comes to returns and something that happens fast, automation doesn’t hurt in these scenarios since it can be quick.
Bringing Loop and Gorgias together for a seamless customer experience that saves your team time is like a dream come true.
But how exactly, can this address the issues we’ve been discussing?
First off, this partnership will allow your support team to use that extra time in valuable ways that make sense and benefit the business. For example, focusing more on new customers, shipping issues and more.
Secondly, it benefits your customers since it allows them to take control of their returns and do things on their own time. This makes it more seamless and makes them feel like the return process is easier than ever.
Loop Returns widget in Gorgias helpdesk
Using both Loop and Gorgias together will create a better environment all around, decreasing stress both within your support team and customers so that your team can focus on conversions instead of returns.
Whether you’ve been looking for a way to reduce your support requests related to returns, or if it’s something new on your radar, it’s worth thinking about. Thankfully, you can sign up for a free 7-day trial with Gorgias and add in the Loop integration to see just how much time it can save.
A quick look into BigCommece, and you'll quickly see one of the main advantages about
As eCommerce-Aholic says in their YouTube video: 5 reasons to choose BigCommerce over Shopify, when deciding whether a SaaS ecommerce platform is right for you, you have to consider APIs.
What does this mean for you?
Because more often than not, you don’t have access to the underlying code fuelling your ecommerce website.
This is where APIs come into their own.
In short, API stands for 'Application Programming Interface.' This enables two apps to communicate with each other. As such, this is what allows you to extend the overall functionality of your chosen ecommerce platform.
With that in mind, let’s delve into this subject a little deeper.
BigCommerce APIs
BigCommerce's API coverage is incredibly impressive. As is the number of API calls that BigCommerce can process per second. In fact, it can handle 100 times more API calls per second than Shopify Plus!
Shopify limits you to just two API requests a second, or four API per second if you’re a Shopify Plus user. Whereas BigCommerce can handle a whopping 400 API calls per second!
How Often Will You Need to Hit an API Call?
Let’s take synchronizing your entire stock list with BigCommerce’s Catalog API as an example. This API enables you to integrate your BigCommerce store with your POS and multiple online sales channels...so that you can handle everything from a single platform. Needless to say, this makes selling on popular third-party platforms like Amazon, Walmart (Jet), Wayfair, Best Buy, Houz, etc. a breeze!
So, suppose you’re running a large enterprise and have thousands of items to synchronize (or have tons of different product options). In that case, 25,000 products could take over four hours to sync on Shopify! Whereas, with BigCommerce, that same volume of merchants would take around a minute.
Following this same logic, if you're syncing multiple systems with your ecommerce store, you’ll be thankful that BigCommerce handles so many API calls per second. After all, there are only so many hours in the day!
The biggest perk?
But, that isn't the best thing about BigCommerce's APIs. In fact, it's the real-time information your shipping and logistics partners feedback to your store that's of the most value.
Of course, this also has a knock-on effect on the quality of your customer support. Slow and unreliable API calls adversely impact your store's inventory levels and shipping updates for customers.
BigCommerce's API can sync inventory across multiple locations including warehouses and instore.
Customer Support
While we're on the topic of customer service, just think of the kind of high-quality customer support you could provide, using one of your many APIs to connect your BigCommerce store with Gorgias.
You'll be able to offer all the following at lightning speed:
Real-time live chat (you can even trigger automatic live chat campaigns depending on your visitor's web page).
Centralize customer communications - social media, email, phone, etc. You can answer all pending support tickets from the convenience of one dashboard.
You can create template answers to respond faster to FAQs - just write your response once and save it as a macro. Then you'll be able to reuse it automatically.
Utilize machine learning to detect what customers will ask - shipping updates, refunds, exchanges, etc. Then, you can send laser-targeted automated responses to proactively answer their questions.
How to Utilize API Calls
On top of the obvious benefits listed above, you can also use BigCommerce's API points to create mobile apps using data retrieved from your online store. Not only does this make app development much easier, but ultimately, it'll also provide a seamless experience for the end-user. Win-win!
For the sake of ease, we've listed some of the different kinds of BigCommerce APIs you can use and how they could benefit your online store. Hopefully, this provides some much-needed inspiration for making the most out of your abundance of APIs.
Storefront APIs: This enables you to manage customer carts and checkouts (from the client's side and your back end). For instance, you can add products to a shopper’s cart, gather and display customer order info, update billing addresses, and erase current e-shopping trolleys.
GraphQL Storefront API: Similar to above, you can also use this API to access your customer's product info and modify customer details and orders. But more unique to this API, you can build frontend apps. This permits you full control over the look and feel of your brand.
Scripts API: You can insert any scripts for analytics, single-click apps, live chat, support plugins, and theme extensions for any apps or integrations you’ve downloaded, so you'll no longer have to manually paste code into your control panel.
Widgets API: Here, you can create modular blocks of content to reuse wherever you want. Similarly, you can also develop tools to empower non-techy users to manage your content. Trust us, your team will thank you for not making them go to the trouble of modifying the theme files.
Payments API: As its name so aptly suggests, this API facilitates the acceptance of customer payments. You can create custom checkouts either using a Server-to-Server Checkout API Orders endpoint or via the V2 Orders endpoint.
Getting Started with BigCommerce APIs
First off, you need to obtain the API credentials.
From there, you can experiment with your APIs using BigCommerce's in-built 'Request Runner.' Here, you just copy and paste your store_hash, client_id ID, and access_token.
Then once you've done that, hit 'Send.'
Alternatively, you can use the REST Client extension to make API requests, using the Visual Studio Code. Once you've installed this extension, you'll need to create a new file called BigCommerce.http.
Then you'll need to paste the following:
@ACCESS_TOKEN = your_access_token
@CLIENT_ID = your_client_id
@STORE_HASH = your_store_hash
###
GET https://api.bigcommerce.com/stores/{{STORE_HASH}}/v3/catalog/products
X-Auth-Token: {{ACCESS_TOKEN}}
X-Auth-Client: {{CLIENT_ID}}
Content-Type: application/json
Accept: application/json
Now, hit 'Save.'
This should trigger a 'send request' link to display above GET. Click 'send request,' and the API response will appear in a split window.
There are other ways to start using BigCommerce APIs, but we don't have time to go through them all in this article. Hopefully, this has been enough to help steer you in the right direction. For more information, take a look at BigCommerce’s API documentation.
Are You Ready to Start Using BigCommerce?
We hope having read this article, you have a better idea of what you could achieve with BigCommerce's generous API allowance. The BigCommerce API lets you sync inventory across channels, and locations, connect to apps, and offer exceptional customer support. How have you used the BigCommerce API?