Manual QA is time-consuming and inconsistent. Reviewing conversations manually makes it difficult to ensure uniform quality across agents and touchpoints.
Automating QA saves time and improves accuracy. Automation ensures all tickets are reviewed with the same quality, freeing up agent time to create stronger customer connections.
QA helps teams continuously improve. It enables better agent training and brings forth actionable feedback to exceed customer expectations.
Implement QA one step at a time. Begin by setting KPIs, introducing small changes, and investing in automation tools to streamline and measure success effectively.
“A 5-point scale only tells you and your agents so much, and relying on consumers providing feedback further limits what you’re able to look at and learn from,” says Kayla Oberlin, Senior Manager of Customer Experience at amika.
Quality Assurance (QA) is becoming a more crucial component of a customer experience strategy, especially one that prioritizes customer happiness.
We’ll cover the importance of customer service QA, best practices, tools, and tips to implement QA effectively.
In the CX context, QA (Quality Assurance) refers to reviewing customer conversations to improve your support team’s performance and enhance customer satisfaction. QA ensures a consistent and satisfying customer journey across touchpoints, including your website, support channels, and social media.
Common QA pain points for CX teams
Aside from accuracy issues, a manual quality assurance process is:
Time-consuming: Manual conversation reviews are slow and labor-intensive.
Limited visibility: It’s difficult to get a clear, scalable view of team and AI performance.
Inconsistent: Maintaining uniform quality across customer service teams can be tough.
Resource allocation: Difficulty in ensuring the right skills, training, and resources are in place.
CSAT limitations: Negative scores often reflect policies, not agent performance.
The solution isn’t for CX teams to skip the QA process altogether but to automate it.
According to research from McKinsey, “A largely automated QA process could achieve more than 90 percent accuracy — compared to 70 to 80 percent accuracy through manual scoring — and savings of more than 50 percent in QA costs.”
With an automated QA process, brands can:
Save time: Automated quality checks help support agents to focus on the most critical tickets.
Ensure consistency: Both human agents and AI agents are evaluated with a unified, comprehensive QA score.
Boost performance: Agents receive targeted coaching to provide more consistent customer experiences.
Meet customer expectations: Customers benefit from higher-quality support with quicker resolutions and accurate responses.
Why QA is critical for customer experience
According to Statista, 94% of customers are more likely to purchase again after receiving top-notch support. Quality assurance ensures that every customer gets the same experience, and provides agents with the feedback to learn and stay on-brand with each resolution.
Addressing errors early is important, as even small mistakes can harm customer trust and create lasting negative impressions. QA tools can prevent mistakes because of better coaching and training. This can stop misinformation in its tracks –– and from escalating into bigger problems down the line.
Ensure consistency
QA makes sure that all customer touchpoints, like calls, emails, live chat, and even AI responses, are handled with the same level of care. This is especially helpful when training new team members, introducing new products or policies, or during high-traffic periods.
Build trust
Consistent and reliable experiences build customer trust and loyalty. If you were to reach out to a brand and have an amazing experience the first time but a bad experience the next, you’d probably question which experience was the norm.
Top-notch experiences that happen time and time again tell your customers that you’ll always be there to help. This can boost repeat sales and even referrals: According to Statista, 82% of customers recommend a brand after a great experience.
Personalize experiences
Aside from increasing happiness and making customers feel heard and appreciated, personalized support also affects your bottom line. Statista notes that 80% of businesses found that providing personalized customer experiences led to increased spending for consumers.
Aids in better coaching and training
With QA, teams are able to rate and review all tickets instead of spot-checking. This provides them with a:
Quicker turnaround on coaching opportunities
Wider volume of tickets they can review, learn from, and use for training
Better understanding of when a Macro or a process is leading to incomplete or unhelpful conversations
Bigger opportunity for constructive feedback and flow improvements that are based on real responses and not frustrations with brand policies
Continuously improve
Whether it’s lowering resolution times, introducing a knowledge base, or adding an AI agent to your team, making continuous improvements will help you stay ahead of the competition.
Implementing a QA program (especially if you can automate it) is one of those additions that provides you with the refinements you need on a resolution-to-resolution level.
As you set out to integrate a Quality Assurance process into your CX program, first establish benchmarks for various metrics and KPIs. These benchmarks help track and evaluate the performance of QA as you implement it.
💡Tip: If you use Gorgias, you’ll find your current support performance statistics in the Statistics menu. Make sure that you can see back at least six months. Then, compare an equal time frame for post-QA implementation.
Monitor and evaluate regularly
While it might sound a bit “meta” to monitor your quality assurance (which is already monitoring your support responses), it’s still worth noting.
Ensure that your QA process works smoothly, helps your metrics rather than hurts them, and provides actual helpful feedback to your agents.
Implement automation tools
The simplest way to maintain your support quality standards is to use an automated QA tool. Automating the QA process lets CX teams get deeper insights into agent strengths and areas for improvement, and captures deeper insights than a CSAT score could.
Collect customer feedback
Understanding how customers feel will allow you to fine-tune your processes and ensure you’re delivering a consistent and high-quality experience. Here are a few ways to collect feedback:
Surveys and reviews - Post-interaction surveys or direct reviews provide real-time feedback on what customers think of their experience.
Social listening and real-time feedback - Monitoring online reviews, social media mentions, and customer comments offers insight into how your customers are feeling that might not be captured through formal surveys.
Challenges of adding QA
Lack of resources, ineffective training, poor communication between team members, not having the right tools, and doing everything manually are some of the challenges you can encounter when adding a QA process.
Here are a couple of solutions we recommend:
Start with phased rollouts. Rather than rolling out a QA process across your whole team, let more seasoned agents experiment with it first to give you feedback and make tweaks.
Make incremental improvements. Changing an entire CX process at once to include QA can be overwhelming. We recommend making small changes (like starting to send CSAT surveys if you don’t already) one at a time. These changes will allow you to better measure what’s really working.
Invest in better technology. A manual QA process can be more time-consuming than helpful. Look for an automated QA tool that’s already integrated into your helpdesk. It will allow you to measure AI and agent responses equally, while also measuring results from a handy dashboard.
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 that focus on QA can gain a competitive edge, building stronger relationships with customers and driving sustainable growth. Book a demo now.
AI Agent reduces workload and prevents burnout for CX teams. It handles routine queries and allows your human agents to focus on providing a higher level of service where it's needed most.
AI Agent is secure and compliant with industry standards. Gorgias uses a zero data retention policy and follows strict security regulations, including SOC 2 Type II certification.
AI Agent delivers personalized, on-brand responses. Custom Guidance and data from sources like Shopify allow AI Agent to maintain brand consistency while providing tailored customer interactions.
Real-world success stories show tangible results with AI Agent. Brands like Psycho Bunny and Baby Gold have seen significant improvements in response times and resolution rates by implementing AI Agent.
AI changes the way CX teams operate. But we firmly believe that it’s a good thing.
It will help you improve your team’s workload, say goodbye to burnout, and create a more consistent and speedy experience for your customers.
Here’s the process we recommend for pitching Gorgias’s AI Agent to your boss, complete with an FAQ section for quick answers.
Gorgias views AI as an extension of CX teams, and that’s how many of our customers see AI Agent as well. Baby Gold calls theirs Michelle, Psycho Bunny calls theirs Lisa.
These autonomous agents allow your human agents to focus on more complex and nuanced issues, providing a higher level of service where your customers need it most.
Here are some other things that make AI Agent a great addition to your team:
⏰ 24/7 availability: AI Agent operates around the clock, ensuring that customer inquiries are addressed promptly at any time, including weekends and holidays.
🏔️ Scalability: AI Agent can handle a high volume of inquiries simultaneously without any decrease in performance. This scalability is particularly valuable during peak times like BFCM.
🚀 Efficiency and speed: AI Agent can process and respond to queries much faster than human agents, leading to quicker resolutions and improved customer satisfaction.
🦎Adaptability: AI Agent can quickly adapt to new information, products, or changes in policies immediately – all you have to do is add them to your knowledge docs and to the Guidance you set.
🦾 Full control: You stay in full control of how AI Agent behaves in specific scenarios. Give AI Agent custom Guidance to ensure that each interaction with your customers reflects your brand’s values, policies and tone.
AI Agent provides consistent, accurate, and on-brand responses based on the information in your Help Center, Shopify order data, Macros, handover instructions, and the actual custom Guidance you set for it.
It might just surprise you with just how specialized it can get.
“Sometimes agents forget personal details to call out when communicating with our customers, like birthdays or weddings,” says Sindi Melgar, the Customer Service Manager at Baby Gold.
“But I noticed on a few different occasions where AI Agent (ours is named Michelle) is highlighting these things and is saying, ‘Congratulations on your wedding!’ Just the tone of voice that Michelle is able to adopt is definitely on brand for us.”
Ensure certain topics are handed over or excluded
When you set up AI Agent, you’ll also let it know the types of topics you’d like it not to answer.
AI Agent automatically hands over tickets to your team whenever it lacks confidence in an answer or detects an angry customer.
But you can also use handover rules to choose how AI Agent behaves when it passes tickets to your human team, and add specific topics that it should always hand over to your team.
AI Agent uses your Shopify order data, Macros, your brand’s webpages, as well as your Help Center to give your customers accurate and on-brand responses. It also prioritizes any Guidance that you set.
We wouldn’t expect you to onboard a new tool without some actual statistics and reviews. Below, browse three success stories and the fantastic metrics that AI Agent helped their teams achieve.
After just one month of implementing AI Agent, the team at VESSEL not only increased the number of emails automated via AI Agent by 20%, but reduced first response time to 58 seconds and saw their resolution time decrease to one minute and six seconds.
WhenBaby Gold implemented AI Agent, they achieved a 49-second first response time, a one-minute and four-second resolution time, and answered 1,361 tickets. They also quadrupled their email automation rate.
Psycho Bunny saw a 99.8% faster first response time, 99.4% faster resolution time, and 26% of tickets resolved by AI Agent.
“Our customer support KPIs are already fantastic: we're already leading in the industry,” said Tosha Moyer, Senior Customer Experience Manager at Psycho Bunny.
“To improve on that, we need AI — it’s not physically or financially possible with human agents alone.”
Set expectations
AI Agent isn’t going to find lost packages, pick up the phone, or fix damaged products. While this might seem obvious, it’s important to understand AI Agent’s core capabilities, as we want this to be an exciting and useful addition to your team.
“AI Agent does a great job of efficiently handling returns and exchanges, and split shipment tracking info,” shares Tosha Moyer. “The overall tone is good and some of its responses are really excellent.”
Below, find the top use cases for AI Agent, as well as the specific actions you can configure for it within Gorgias.
The specific actions you currently can configure for AI Agent include:
Cancel an order in Shopify
Edit a shipping address in Shopify
Send Loop Returns portal deep link
Send return shipping status from Loop Returns
Cancel a subscription in Recharge
With more to come! And to quiet any worries, it’s worth mentioning that AI Agent will not perform any actions without you configuring or activating them first.
Enhance your brand reputation and build trust
Offering fast, accurate, and 24/7 support can significantly enhance your brand reputation and build customer trust, which can translate into higher customer loyalty and increased revenue.
AI Agent adapts to your brand's unique tone of voice. Choose from three default voice options (Friendly, Professional, and Sophisticated), or create countless types of tone with the Custom option.
Aligning AI with your brand voice builds consistency. A consistent tone in customer interactions helps build trust and brand loyalty.
Specify what AI Agent can and can’t say. Like your human agents, tell AI Agent your brand do’s and don’ts. From going all out with fun and emoji-filled replies to avoiding certain words, use custom instructions to make AI Agent sound distinctly on-brand.
People are only able to identify AI-generated content 46.9% of the time. That’s less than half the time!
In the ecommerce customer service industry, this is just one reason teams are getting more comfortable with using AI.
Better language processing abilities mean AI can be a better extension of CX teams, relieving agents of repetitive questions, like where is my order?, while speaking in a way that’s familiar and delightful to customers.
Upholding a strong brand voice should be one of your top priorities in CX. With Gorgias’s AI Agent, you can choose AI Agent’s exact tone of voice, from sophisticated to fun. Below, check out seven AI Agent brand voice examples from real customer conversations.
“We’ve had customers respond to the AI thinking they were speaking to a real person. That’s how elevated the response was from AI.”
Tone of Voice refers to how AI Agent communicates with your customers. In Gorgias, you can select from three pre-built tone options:
Friendly
Professional
Sophisticated
Or, you can create a custom tone, keeping your brand guidelines, style guide, and target audience in mind.
Note: AI Agent and Tone of Voice are only available to Gorgias Automate subscribers.
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7 Tone of Voice Examples for AI Agent to Match Your Brand's Style
Explore how effectively AI Agent adapts to seven distinct tones in the examples below. First, we’ll show you what a preset AI Agent tone option sounds like, then we’ll move on to six examples using custom instructions.
Feel free to copy and paste our provided instructions to set up your AI Agent with the custom tone of your choice, or, even better, take some inspiration to create your own.
1. Friendly
A friendly AI Agent is the go-to for most CX teams. A Friendly tone of voice is outgoing and welcomes inquiries with enthusiasm. If you were to imagine the model support agent, they would speak like this.
The Friendly tone of voice is available by default in AI Agent’s settings.
How it looks in action
Here’s how an AI Agent with a Friendly tone of voice responds to a customer asking for samples and coupons:
2. Direct and brief
Now, we move away from AI Agent’s default Tone of Voice options and toward the vast possibilities of the Custom option.
If you prefer your AI Agent get to the point in as few words as possible, create a Custom tone of voice that breaks up text into separate lines, limits paragraphs to two to three sentences, and keeps responses short.
💡 Tip: Access a custom tone of voice by going to Automate > AI Agent > Settings > Tone of Voice > Custom. A text field will appear where you can write your instructions.
Tone of voice instructions:
Acknowledge the customer's feelings by briefly repeating their initial concern(s). Break text up, don’t send entire paragraphs, and keep responses short and easy to read. Keep interactions brief but filled with empathy. We are not long-winded. Keep an informative tone while remaining professional, clear, and easy for customers to follow. Insert links where needed. Don't use too many adjectives when expressing empathy. Never tell the customer to email support or contact our customer service team.
How it looks in action
Here’s how an AI Agent with a direct and brief tone of voice responds to a customer who wants to cancel their order:
3. Fun (with lots of emojis! 🤗)
Who says support agents can’t have personality? Bring some fun into your conversations by creating a custom tone of voice that allows your AI Agent to use emojis and exclamation points.
Tone of voice instructions:
Greet with first name only. Acknowledge the customer's feelings by repeating their initial concern(s). Be concise and provide shorter responses, try to keep your responses to a few sentences. Use a warm, positive, and engaging—like chatting with a helpful, considerate friend. Sign off with "Best Regards". Avoid jokes or comments related to sensitive topics. Make the customer feel like a friend. You can include approved emojis for a personal touch and exclamation points. Approved emojis to use: 💞🫶✨🥰💖🎀💓💘🥳💗💕💯 You should recognize and celebrate personal milestones mentioned by customers, making the interaction feel more personal. After the customer's initial message, there's no need to restate their issue in follow-up responses.
How it looks in action
Here’s how an AI Agent with a fun tone of voice responds to a customer asking about exchanging their damaged product:
4. Comforting
Customer support often gets a bad rep. Customers anticipate long response times and unpleasant interactions. Flip customer expectations by giving your AI Agent a calming and comforting voice that can instantly fix negative experiences.
💡 Tip: Brands in the wellness and baby industry would do well to use a comforting tone of voice for their AI Agent.
Tone of voice instructions:
Our brand embodies the role of a nurturing parent, promoting happiness, growth, and well-being while creating moments of joy and inspiration. Stay genuine and reflect childlike wonder without being overly sentimental. We maintain a positive and supportive tone, offering a safe, comforting space. Avoid admitting fault or apologizing. Be shorter in replies. Do not offer replacements. Do not give out phone numbers.
How it looks in action
Here’s how an AI Agent with a comforting tone of voice responds to a customer asking about exchanging their damaged product:
5. Bro-y
Give your AI Agent a laid-back, “we’ve got your back” vibe that feels like chatting with a buddy. This tone keeps things casual, approachable, and like you’re ready to tackle any issue together.
Tone of voice instructions:
Sound like a gym bro. Speak casually and friendly. Be eager to help. However, do not go overboard with puns or stereotypical phrases. You may use the following emojis: 🤙💪🏋️ End responses with "Stay awesome,"
How it looks in action
Here’s how an AI Agent with a bro-y tone of voice responds to a customer asking about glove sizing:
6. Punny
If your brand isn’t afraid to lean into humor and puns, this tone will definitely connect with your audience. Let your AI Agent use wit and clever wordplay to keep conversations lighthearted and customers smiling at their screens.
Tone of voice instructions:
Speak in bee and honey puns and use colorful emojis. Use at least one emoji per message. Keep your messages brief. Sign off with a different pun in every conversation. If a customer is upset or needs urgent help, avoid puns.
How it looks in action
Here’s how an AI Agent with a punny tone of voice responds to a customer asking about suit sizes:
7. Bonus: Robotic
In all of our examples, AI Agent responses can easily be mistaken for one of your human agents. But if, for any reason, you want to change that by making your AI Agent sound robotic — it’s possible.
Tone of voice instructions:
Sound like a robot. Make robot sounds and puns. Use short, direct, and easy-to-read sentences.
How it looks in action
Here’s how an AI Agent with a robotic tone of voice responds to a customer asking about exchanging their damaged product:
Say it how you want with AI Agent
Like a chameleon, AI Agent adapts to your brand voice. Whether it’s friendly, professional, or a custom tone, you can be sure that every interaction aligns with your brand’s identity.
With AI Agent on your side, you have the power to make each conversation feel authentic. Take it from Psycho Bunny’s Senior Customer Experience Manager Tosha Moyer who says, “The overall tone is good, and its responses are really excellent.”
Ready to see AI Agent’s excellence for yourself?Book a demo and discover how AI Agent can be a permanent part of your team.
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To effectively harness TikTok Shop, however, brands with high-volume sales need to understand the specific challenges they will face when launching on the social platform.
Many of these are operational, like maintaining an accurate inventory list between platforms, supporting customers efficiently, and fulfilling a large number of orders.
When used together, AfterShip Feed and Gorgias can help you overcome these operational hurdles and start selling on TikTok Shop sooner.
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Streamline order management & customer support on TikTok Shop
TikTok Shop is the commerce-enabled side of TikTok, where brands and creators can list their products for sale. Shoppers then make a purchase through shoppable (in-feed) videos, live shopping, or product showcases. The app aims to provide a “frictionless checkout experience,” enabling shoppers to engage with their favorite accounts and add-to-cart in a flash.
While setting up a TikTok Shop is relatively simple, if you already run an ecommerce store that does a high volume of sales, adding TikTok Shop as an additional channel will be a little more complex. Thankfully, tools like AfterShip Feed and Gorgias can help you solve many operational issues and provide the same best-in-class customer experience on TikTok Shop as you do on your other channels..
Here’s a highlight reel on how you can implement both tools to improve efficiency and customer satisfaction, tackling issues like fulfillment or customer support inquiries from the same customers on different channels.
Centralize customer support with Gorgias
800+ Gorgias customers currently use the TikTok Shop integration. It’s quick and easy to connect. With it, you can:
Coordinating customer support across different channels can be a pain. With Gorgias, however, you’ll be able to manage inquiries more efficiently and handle all shoppers’ messages by responding to TikTok Shop inquiries directly from Gorgias using text, images, and videos.
Additionally, you can address order-related issues and manage cancellations, returns, and refunds from TikTok Shop in the same Gorgias dashboard you use for your existing channels.
Automate ticket creation
Leverage Gorgias’s automated ticket creation to reduce First Response Time (FRT) and ensure that you don’t miss a single customer inquiry from TikTok Shop. Save time by handling repetitive tasks (like order status updates) with automation.
Enhance customers’ experience
Enabling the Gorgias TikTok Shop integration will allow you to maintain better control over communication and provide a consistent customer experience. Customers shopping via TikTok Shop will benefit from quicker responses, improving overall satisfaction and boosting brand loyalty.
Simplify operations with AfterShip Feed
AfterShip Feed is a reliable TikTok Shop management tool with 1,800 customers. It auto-syncs products, inventory, and orders between TikTok Shop and ecommerce platforms.
AfterShip Feed makes listing high volumes of products on TikTok Shop easier through bulk uploads and editing, enabling you to update up to 10,000 SKUs at once.
It uses AI to add key product details and keep your product listings accurate and consistent. Tools like category templates and product ID generation make it even easier to list your full catalog.
Safeguard your revenue
AfterShip Feed has several features that will help you avoid lost revenue, especially during busy times like BFCM.
Inventory threshold
Inventory threshold helps you determine the minimum amount of inventory you need to have on hand to avoid selling out or buying too much. You can also set a fixed amount of inventory aside for TikTok Shop.
Price rules
Price rules help you set the ideal prices for each item you sell to protect your profit margins.
Fulfillment hold
A fulfillment hold stops an order at the fulfillment stage to ensure sufficient funds on the customer side, sufficient stock on yours—or to solve another issue behind the scenes. TikTok Shop has a standard 1-hour fulfillment hold, which can cause issues with inventory syncing on your main ecommerce platform.
Streamline order management
AfterShip Feed supports multiple fulfillment methods and integrates with many returns solutions. Sync orders from TikTok Shop with your existing fulfillment systems, ensuring timely and accurate deliveries. You can sync up to 24,000 orders to Shopify per hour.
Other features include order ID, shipping method, and product-SKU mapping.
Which are the top-grossing TikTok Shop industries?
Two industries in particular see massive sales from TikTok Shop: beauty and personal care, and womenswear and underwear. According to a 2024 report from Statista, the beauty category saw over 370 million sales and women’s fashion 284 million sales in 2023.
The beauty category alone has generated almost $2.5 billion in GMV, while the womenswear category has seen $1.39 billion.
If your brand belongs to one of these categories, including Gorgias and AfterShip Feed in your TikTok Shop toolkit could be a great fit for you.
Gorgias and AfterShip create better experiences
Pairing Gorgias and AfterShip Feed will help you deliver a fantastic customer experience and grow your business on TikTok Shop.
Prepare for Black Friday-Cyber Monday with our ultimate BFCM guide for ecommerce brands.
By Halee Sommer
0 min read . By Halee Sommer
Black Friday is the strongest revenue-generating day of the year for retailers, with $9.8 billion in sales reported in 2023, according to a report by Adobe. For online merchants, the revenue potential is even sweeter, with the online shopping period extended into Cyber Monday.
But, it takes a coordinated effort by customer support, sales, and marketing to encourage a shopper to click “checkout.” Without a solid ecommerce strategy, many online retailers will miss out on the Black Friday - Cyber Monday rush.
Whether you’re looking to optimize your existing strategy or starting from scratch, we’ve got you covered. This guide will help you make the most out of your BFCM ecommerce strategy with a clear list of steps (in chronological order) to help you prepare.
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What is Black Friday - Cyber Monday?
Black Friday - Cyber Monday — also referred to as BFCM — are two back-to-back sales days that bring in a ton of revenue for both in-store and ecommerce retailers in the US. The Black Friday - Cyber Monday shopping window also kick-starts holiday shopping from Thanksgiving day through the new year.
Why you need to prepare for BFCM now
BFCM isn’t just about one big day of revenue generation. It’s a crucial period for online retailers to capture new customers and convince them to keep shopping through the end of the year and beyond.
In-person BFCM experiences are out, and ecommerce is in
Shopper sentiment is shifting away from physical experiences. Online transactions are up by 13% year-over-year, according to research from Criteo. So, you probably won’t see consumers camping out in front of physical stores on Black Friday, but those same shoppers still want to find an excellent ecommerce deal.
Consumers are eager to spend despite concerns about inflation
After BFCM in 2023, research from Nielsen found the desire for a good deal caused 57% of shoppers to stay on budget and 18% of shoppers to spend more than they planned in the year prior.
Brand familiarity matters
Shoppers, Gen Z in particular, are more likely to make a purchase with a brand they’re familiar with. So, ensure your marketing tactics are firing well before BFCM will help folks get to know you before the holiday sales season starts.
Get proactive rather than reactive
When you make a plan early, you give your business more time to craft a great marketing campaign. Plus, you give your team time to figure out how to manage customer service on Black Friday for these high-traffic days.
Considering Black Friday - Cyber Monday is the busiest ecommerce sales event of the year, prepare as early as possible to get a leg-up and stay on top of Black Friday trends.
Pre-Black Friday preparation: What to do before the holiday
Preparing for Black Friday — and building a strong ecommerce strategy — goes well beyond ironing out a limited-time deal.
Tactics like updating key policies, building out customer self-service options, and marketing early will help you be successful.
1. Update key policies on your website before BFCM
Displaying clear-cut and easy-to-find policies on your website makes a huge difference to the customer experience. It sets the customer up for success and cultivates a positive sentiment with your brand.
To prepare for the best Black Friday-Cyber Monday possible, we recommend updating these key policies (and your Help Center) with BFCM-related information.
✅ Tip: A tool like Gorgias’s AI Agent learns from your policies to know how to respond to certain topics and escalate tickets. And we know that more automated tickets leads to a lighter workload for your agents. It makes a compelling case for keeping your policies up-to-date.
“The anxiety for customers during BFCM is real,” says Lauren Reams, Customer Experience Manager at VESSEL. “This year, we are planning on leveraging AI Agent to help us get ahead of the most common questions. AI Agent has been so seamless, so we’re confident that it will help us handle the busy season without needing to bring in additional agents.”
Returns and exchanges
BCFM is a popular time for consumers to buy holiday gifts, which means you could see an influx in returns or exchanges.
✅ Tips: Use return management apps like Loop Returns to provide customers with a self-service return portal to process their returns. Take that idea one step further by using AI Agent Actions to send your Loop Returns link or return shipping status automatically.
Integrate Loop Returns with Gorgias and enable customers to initiate their own returns.
Shipping and fulfillment
Customers expect purchases, especially if they’re buying gifts for upcoming holidays, to arrive on time and quickly (you’re competing with fast shipping speeds from retail giants like Amazon).
If those gifts don’t arrive in time, you’re going to face a lot of angry customers.
✅ Tip: Use your shipping and fulfillment policy to be crystal clear about when you ship orders, how long orders typically arrive, and how customers can look up their order status. AI Agent can perform Shopify Actions, such as editing the order's shipping address. Having this automated means agents do not have to do manual work.
Lost packages
All those Black Friday - Cyber Monday sales equal a ton of packages in transit. You can expect a few to go missing.
Make sure you’re clear with your team and customers upfront if you are willing to cover damages (either with refunds or credits). This will help your agents handle the process quickly and consistently. Plus, it gives your customers the peace of mind that accidents won’t put them out.
✅ Tip: Include a policy about damaged items in your FAQs so your customers know what to expect in case anything goes wrong with their order.
If you’re on Gorgias, Automate includes Flows, Order Management, and Article Recommendations. These different automations can help you deflect up to 30% of tickets, freeing your agents up for higher-value conversations.
Set up Flows to automatically answer common customer questions specific to Black Friday - Cyber Monday related to:
Shipping policy: Will my items arrive by the holidays?
Get a gift recommendation: Can you help me find a gift for a friend?
Return policy: Can I return a gifted item?
BFCM discounts: Do you offer any holiday discounts?
It turns out that many customer support inquiries your team receives are repetitive.
“If you force agents to respond to every question manually — no matter how small — you're only limiting the time they can spend on tickets that actually need human attention,” says Gorgias Director of Support, Bri Christiano.
That’s why we built Automate at Gorgias: It deflects your most repetitive tickets — up to 30% of your overall ticket volume — so you can focus on the tickets that grow your business.
Tech product retailer Nomad leaned into Gorgias’s automation to support customer service interactions. Not only did the online retailer gain a streamlined way to manage customer feedback, they also reduced response time by 70%.
Deloitte estimates about one-third of shoppers in the US made a purchase through a social media app in 2021. That number is estimated to be even higher for those who were influenced to buy a product after seeing it on social media.
You don’t necessarily have to sell directly through Instagram, but you can leverage your social channels to generate brand awareness.
The need for social-focused customer support is exactly why online retailer MNML turned to Gorgias. The company found that their shoppers turned more and more to social media for answers to their shopping-related questions.
Ultimately, the company leveled up their customer support on social media to connect with potential buyers.
Get started with these ideas:
Partner with influencers to generate brand awareness
Don’t partner with influencers for the sake of it. Instead, think about it like building a relationship with someone who fits your brand ideals and can cross-sell your products to their audience.
To do this, focus less on influencers with millions of followers on Instagram and TikTok. Instead, look for micro-influencers (or creators with less than 100,000 followers) with audiences that match your brand personas.
Create content that focuses on your store’s Black Friday deals
Once you’ve figured out the Black Friday sales your store will offer, you must ensure people know about them.
Craft content for your social media channels that highlight your deals. Since social media primarily focuses on visuals, start by collecting photos, videos, or illustrations of your products. Then, draft copy for captions, think through the best hashtags, and hand over creative briefs to your design team to build any assets you might need.
Put a little money behind your most successful organic social media posts
The weeks or months leading up to BFCM are prime time to talk about your brand’s Black Friday promotions. Use social media analytics to see which published posts are performing best across your channels.
Turn those high-performing posts into ads on social media by boosting them with a little money. Even with a small budget, you can use social ads to grab even more eyeballs — and potentially bring more people to your website.
A few other ideas to consider:
Prompt your customers to sign up for an SMS reminder or push notification on their smartphones or mobile devices.
Give early sale access to email subscribers, incentivizing customers to build a deeper relationship with your brand.
Pin the sale date and deal information at the top of your social media profiles, especially Instagram.
How to maximize revenue during BFCM in 2 steps
Imagine Black Friday - Cyber Monday is here. Even better, imagine you’ve got a ton of website traffic full of eager browsers. You need a plan to keep those browsers engaged.
One major step you can take to boost your conversion rate and potential revenue is to increase communication touchpoints and focus on recovering abandoned carts.
1. Increase customer touchpoints to keep shoppers engaged
Throughout any customer’s journey, there are many opportunities to interact with your brand. One moment might be finding out about your BFCM sale on social media, signing up for emails to get early access, or browsing the best deals before heading to checkout.
The more you interact with customers along the way, the more you can keep them engaged — and personalized interactions increase your chances of converting a first-time shopper into a repeat customer.
Gorgias’s Convert is a CRO tool that easily personalizes interactions at multiple points throughout a customer journey. Convert offers several ways to increase touchpoints and boost overall engagement:
AI-powered cross-sell campaigns to offer product recommendations.
Up-sell campaigns to showcase higher-priced items.
Share timely discounts, free shipping, or valuable product insights.
Offer 1:1 support with a smooth hand-off to Gorgias Live Chat.
Leverage Shopify browsing data to offer product recommendations.
Set up onsite campaigns without any coding.
Another way to build in more touch points is to use automated chat campaigns that pop up and engage with your customers at crucial moments. Chat widgets are a small addition to any homepage, landing page, or product page that immediately lets customers know where to go for help.
2. Reduce abandoned carts
Cart abandonment is a major source of lost retail sales for any ecommerce business, considering about 70% of online carts are abandoned.
You can easily target customers who have opted into an email list or receive SMS messages from your brand. Design emails or text messages designed to trigger if a cart is abandoned.
Include copy that builds a sense of urgency to drive customers back to their shopping carts to “buy now” before the deal is over.
There’s even a chance to use re-engagement to increase your average order value by upselling once that customer returns to your site.
How to retain new customers you get during BFCM
Repeat customers are valuable — like, really valuable.
According to Gorgias research, returning customers make up about 21% of a brand’s customer base but generate 44% of that same brand’s revenue.
Your brand should re-engage with anyone who shops on your website during the BFCM rush. Those same people could become returning customers who give your shop a revenue boost during the rest of the holiday season.
1. Offer a discount for next time
The perfect moment to re-engage a customer starts at checkout. When someone makes a purchase through your online store, offer them an immediate discount that goes toward their next purchase.
At CX Connect LA 2024, Ron Shah, CEO of Obvi, shared his brand’s strategy for offering discounts to generate revenue. Ron knew implementing AI to support Obvi’s two-person customer support team was necessary to help the brand grow without eliminating the need for his human agents.
“The time saved by AI handled a lot of the redundant work our agents were doing, which meant we could turn them into part-time sales agents. We also gave them a code to help them prevent a refund from happening or upsell somebody. It created a completely new shift in their mindset. They realized, ‘Oh wow, you're not just taking something away from me (with AI) — you're actually elevating my opportunity.’”
✅ Tip: You can increase the touchpoints to re-engage with an existing customer by building a reminder email that triggers one week after their initial transaction. That way, you not only stay at the top of their inbox, you also stay top of mind.
2. Invite customers to join a loyalty program
Loyalty programs are a tried-and-true method to build engaged, returning customers.
In a recent survey, Yotpo found that over half of surveyed consumers agreed a loyalty program would encourage them to purchase more from a brand.
If you already offer a loyalty program, make sure new customers know about how to get the VIP experience with your store. Build awareness touchpoints into your loyalty program marketing strategy. You can also prompt buyers to become loyal customers after they make their first purchase.
3. Continue to improve your customer experience strategy
A successful, positive, and repeatable customer experience doesn’t end after midnight on Cyber Monday. It’s a road rather than a destination.
Consumer habits are always changing, and your support teams must be prepared to handle customer requests.
One way to anticipate your customer’s pain points is to look at customer feedback.
Reviews and social media activity is a great place to start. You might also consider putting a more formal customer sentiment strategy in place, with a CSAT survey to collect direct feedback from customers.
This feedback helps your team prioritize what needs to improve so you’re not left reaching in the dark.
Give your ecommerce strategy a boost this holiday shopping season
The name of the game this Black Friday - Cyber Monday isn’t just to get a ton of online sales; it’s to set up your ecommerce site for a successful holiday shopping season.
Gorgias is designed with ecommerce merchants in mind. Find out how Gorgias’s time-saving automations and convenient platform can help you create successful customer experiences.
Let's talk about something that often gets overlooked in ecommerce: what happens after someone hits that "Place Order" button. You might think the hard part's over once you've made the sale, but here's the thing the post-purchase experience can make or break your relationship with customers.
In today's competitive online marketplace, those relationships are everything — especially considering that loyal customers spend an average of 67% more per purchase than new customers.
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The importance of post-purchase support and automation in ecommerce
Providing an excellent post-purchase customer experience can turn one-time customers into loyal advocates who are more likely to make repeat purchases and recommend your brand to others.
It's all about the customer experience
When someone buys from your store, they're not just getting a product — they're starting a relationship with your brand.
A great post-purchase experience shows customers you actually care about their satisfaction beyond just making the sale. 90% of U.S. customers say that an immediate customer service response is "important" or "very important.”
When you nail this part, something magical happens: one-time shoppers transform into passionate advocates who not only come back for more but can't help telling others about their amazing experience with your brand.
Having accessible support and an efficient and easy returns process may make the difference between a happy customer and an unsatisfied one.
Building trust that lasts
Trust is everything in online shopping. When customers feel supported after making a purchase, they're much more likely to give you the benefit of the doubt if something goes wrong down the line.
It's like building a friendship: every positive interaction adds another layer of trust. And that trust translates directly into repeat business and glowing recommendations.
The post-purchase support experience makes a huge difference in building that trust. In fact, 96% of customers say excellent customer service builds trust.
Keeping your return rates down
Great post-purchase support can actually help reduce your return rates. By addressing concerns quickly and providing clear information upfront, you can prevent many returns before they happen.
This can save you money on shipping and restocking and create a smoother experience that keeps customers happy and your business healthy.
Making processes more efficient
Automation eliminates manual tasks, freeing up your team to focus on more strategic initiatives. By automating repetitive tasks, you can improve efficiency and productivity, allowing your team to focus on more value-added activities.
You can automate everything from customer support to returns and exchanges to your order tracking and more. Besides meeting customers' straightforward needs, automation allows you to focus your team's energy on solving bigger problems and strengthening customer relationships.
Accuracy, guaranteed
Automation helps ensure consistency across all your post-purchase processes.
When customers know they can count on a reliable experience every time they shop with you, it builds confidence in your brand.
Plus, fewer mistakes mean happier customers and less time spent fixing problems.
Creating better customer experiences
Speed matters in today's world, and automation helps you deliver faster, more personalized responses to customer needs.
Whether it's instant order updates or quick responses to questions, automation helps you meet and exceed customer expectations. The result? More satisfied customers who feel valued and understood.
How to automate the post-purchase experience for better loyalty
Here are some ways to automate the post-purchase experience:
Automate your returns and exchanges process
Streamline the returns process with automated return labels, tracking, and updates. Use ReturnGO to automate this process, saving time and reducing manual errors. With automated returns, you can provide a hassle-free experience for customers, encouraging them to return to your store in the future.
Automated returns can help to improve the customer experience by making the returns process easier and more convenient. 65% of customers say the speed and ease of refunds affect where they choose to shop.
By automating tasks such as generating return labels and tracking packages, you can reduce the time and effort required for customers to return items.
Think about it from their perspective — if returning an item is hassle-free, they'll feel more confident buying from you in the future. It's like having a safety net that makes customers more comfortable taking chances on new products.
Centralize customer support
In today's fast-paced world, customers expect quick and efficient support. Using a customer experience platform like Gorgias, you can manage all your customer support tickets in one place, making it easier to provide fast, accurate help when people need it.
By centralizing your post-purchase support, you can manage support tickets more efficiently, respond to customer inquiries quickly, and provide the most up-to-date information. This centralized approach can hugely improve response times.
Keep customers in the loop
Nobody likes being left in the dark about their order. Automated post-purchase notifications keep your customers informed every step of the way - from order confirmation to delivery and returns. Using tools like ReturnGO, you can send personalized updates that make customers feel looked after. This is essential for building customer loyalty.
Keeping customers informed about their orders can help reduce customer anxiety. When customers know what to expect, they’re less likely to worry about their purchase and are more likely to keep buying from you again and again.
Create an integrated workflow
To truly streamline your post-purchase customer service, if you connect your returns management system with your customer support system, you really bring all of the pieces of a puzzle together.
When these two systems are in sync, you can create a smooth workflow that makes things easier for both your team and your customers.
By automating tasks like creating support tickets and processing returns, you can save time and create a more reliable, efficient system that helps you serve customers better. No more jumping back and forth between systems to check on a return when a customer reaches out about it.
The ReturnGO-Gorgias integration makes this happen seamlessly, with features like:
Automatic ticket generation: When a customer requests a return, a support ticket is automatically created on Gorgias, saving you time and preventing errors.
Real-time updates: Return request information is automatically updated from ReturnGO to Gorgias, so your team always has the latest details right there.
Centralized system: No more digging through multiple systems. This means your support agents always have access to the most up-to-date information and respond quickly and efficiently to customers.
Smart widget: The ReturnGO-Gorgias integration includes a widget embedded in your Gorgias dashboard, for managing RMAs directly from within Gorgias. This widget enables your team to:
View RMA information: See all the relevant details about a return, including the customer's information, the items being returned, and the reason for the return.
Take actions on the RMA: Easily approve or reject a return request directly from Gorgias.
The ReturnGO-Gorgias integration makes it easy for your team to manage returns and communicate with customers without having to jump between systems to hunt for information.
The path to lasting customer loyalty
So, there you have it! In the world of online shopping, how you handle the after-purchase experience can be just as important as making the sale in the first place.
By automating your post-purchase process, you can create a seamless and satisfying customer experience.
Tools like ReturnGO and Gorgias can help you create the kind of experience that builds customer loyalty.
Today, 80% of customers say the experience a company provides is just as necessary as its products or services. Conversational customer support can provide more memorable experiences that keep shoppers engaged long-term.
And, conversational customer support doesn’t demand an endless investment of personal time. With the right tools and strategies, you can exceed customer expectations.
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What is conversational customer service?
Conversational customer support is an interactive approach to assisting customers with their queries and concerns. This communication style uses a range of channels, including live chat, messaging apps, chatbots, and even voice support, to engage customers in interactive and often real-time conversations across the customer journey.
The goal is to create a friendly and genuine interaction, which in turn enhances customer satisfaction, builds brand loyalty, and fosters long-term relationships with their customers. Consumers who rate a company's service as "good" are 38% more likely to recommend that company (according to the Qualtrics XM Institute).
Advantages of conversational customer service vs. traditional
When you walk into a physical store, you expect the staff to be knowledgeable, friendly, and ready to assist you.
The same principle applies to online shopping. However, traditional customer support often involves shoppers searching across a website for a contact center to make a phone call, where they’re then placed on long holds while waiting to contact a real human.
Conversational customer support, on the other hand, offers immediate responses, operates 24/7, and uses natural language processing for a more efficient and convenient customer experience. In return, businesses see the following benefits:
Faster responses, anytime, anywhere
Today's customers expect rapid responses. According to Hubspot research, 2/3 of customers expect a reply in under 10 minutes. Embracing a conversational approach and automating your customer support channels can help you meet these expectations.
One way to achieve this is with Gorgias Automate, which allows you to offer 24/7 support and can answer up to 60% of your most repetitive tickets with a 0-second response time.
More personalized experiences, more profits
Personalization is one of the most important pillars of conversational service. But “personalization” has become a bit of a blanket statement over the years, so what does it actually mean?
Personalized customer support is about assisting customers based on their specific needs, preferences, and history with a business. It goes beyond generic responses and addresses customers on a personal level by using relevant data like purchase history and intent-based engagement.
That’s why it’s crucial to use a support platform that can pull relevant information about customers from the rest of your ecommerce tech stack (CRM, marketing automation, logistics), making it easier to automate tailored responses and give your agents all of the context they need to help customers efficiently.
Excellent customer service = more revenue
Conversational customer service isn’t just good for improving customer satisfaction scores; it’s also excellent for your bottom line. McKinsey research has shown that improving the customer experience has increased sales revenues by 2-7% and profitability by 1-2%.
Customers at Gorgias often see this kind of success. For example, skincare brand Topicals increased sales by 78% using conversational customer support. Specifically, the brand uses Quick Response Flows to automate answers to common questions, such as:
How should I use the Faded Serum?
Where do you ship?
How do I apply to the Ambassador Program?
How do I find the right products for my skin type?
All of this takes place within a self-service chat. These chat flows also guide shoppers to additional helpful resources in Topicals' Help Center or product pages. If a customer still has unanswered questions, a customer support agent can take over the conversation and chat with them directly.
Cost efficiency through automation
Businesses often avoid personalized support due to perceived cost and time constraints. However, providing personalized service can actually increase customer loyalty and boost revenue.
Automation, intelligent responses, and customer knowledge bases abstract away the tedious, repetitive questions support teams get daily. This frees up their time, allowing them to focus on driving conversions through pre-sales support and building strong customer relationships.
Take Stoov, the Dutch company known for its innovative heating cushions. A conversational approach to customer support helped Stoov achieve 10% in cost savings.
Thankfully, automation has come a long way since its earlier days. (We all remember those generic, one-size-fits-all answers that clearly came from a robot.)
Some helpdesks like Gorgias offer more interactive automation, which provides personalized answers based on customer inputs and key phrases.
Multichannel accessibility
Conversational customer service can be seamlessly deployed across various communication channels, including websites, mobile apps, messaging apps, and social media platforms.
Taking a cross-channel approach means businesses (and their customers) aren’t limited to a single mode of communication. Instead, they can engage with customers across various channels, catering to diverse preferences and enhancing overall convenience.
Again—offering customer support across various channels doesn’t have to be challenging to manage.
Gorgias pulls in customer conversations from channels like email, SMS, Messenger, WhatsApp, and more to view and respond to customers in a single dashboard. Omnichannel communication demonstrates a company’s commitment to being present and responsive wherever their customers may be.
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6 conversational customer service channels
As you know, one size doesn't fit all when it comes to customer service. Every shopper has their preference, so a blend of automated assistance and human touchpoints is necessary for exceptional customer support.
Let’s talk about six key channels to leverage.
1) Live chat
Live chat is like having a helpful assistant available at the click of a button. It involves instant, text-based communication between a customer and a live support agent, accessible through a website or messaging platform.
This approach provides immediate assistance, helps resolve issues promptly, and adds a personalized touch to customer interactions.
One of our favorite examples is from Princess Polly. In its live chat widget, Princess Polly highlights several FAQs upfront. These are based on the most common questions the support team gets and help customers be more self-serve. Plus, it’s easy for the customer to get in touch with a live agent if they still need support.
2) Phone support
Phone support is the classic, tried-and-true method of customer service. Customers can call the business directly to seek assistance, ask questions, or resolve issues. Interaction happens in real-time with live human agents, creating a direct and personal connection.
Did you know an annual study on buyer behavior shows that 59% of consumers prefer the traditional medium of phone calls to reach customer support representatives?
In other words—yes, shoppers still use phone support, and it can be beneficial for you to offer it.
You can also manage phone support with the rest of your channels under one roof using Gorgias. For example, Try The World, a gourmet subscription service, uses live chat, email, and phone support as its three primary support channels.
"Another big time-saver is the fact that chats, emails, and phone calls are united under one customer view. This way, when a customer calls, we immediately see previous conversations with them." - Amanda, Customer Support Manager, Try The World
After switching to Gorgias as its helpdesk to centralize all support queries, the team also integrated the helpdesk with Chargify and Shopify to pull in subscription and order data. All this information is readily available for each support agent — whether they’re providing support via phone or live chat.
This approach transformed Try The World’s efficiency — as a result, the team increased ticket handling from 80 to 120 per day while reducing response time to just one business day.
3) SMS and WhatsApp
Messaging apps like SMS and WhatsApp have become integral parts of our daily communication. Both of these channels are helpful for brands that want to offer “on-the-go support.”
While these two channels are great for marketing purposes, they’re also perfect support channels. Think about it: SMS always has the highest open rates and is one of the most convenient ways for shoppers to connect with the brands they love.
As a support channel, you can complement your SMS marketing efforts. A good example of this is from Printfresh. The Printfresh team uses SMS often to share updates with customers. Customers can also use the same number to text the brand back and ask any support-related questions.
4) Email support and ticketing systems
While not instant like live chat, email and ticketing systems allow customers to submit inquiries or issues, which support agents address in an organized manner. Automated responses and ticket tracking enhance the efficiency of this method.
You may be wondering, how is email support conversational? First off, conversational support doesn’t always have to be in real-time.
Sometimes, providing well-thought-out, detailed responses via email or tickets can be equally effective, allowing customers to digest information at their own pace.
When you’re pairing these responses with personalized information (perhaps you already know the customer’s size, preferred tastes, or skin type), you’ll be able to respond effectively and guide customers through their decision-making.
Love Your Melon uses this approach with customer service email and social media support. Pulling Shopify variables into Gorgias, the team enables Macros to streamline personalized responses.
Aside from using usual variables in canned responses, such as the requester's name, email, or the support agent’s name, Macros allow users to add information pulled from Shopify. These order-specific variables include the order ID, the tracking URL of the last order, the delivery status, the shipping address, and many others.
With this single strategy, Love Your Melon can answer 25% of tickets automatically, reducing response time from 10 minutes to a few seconds.
5) Social media support
For the most part, social media support is straightforward: it involves engaging with customers through social media platforms such as Twitter, Facebook, or Instagram.
You can take this strategy one step further by responding to comments on these channels—all under the same roof that you handle other conversations.
Shinesty uses Gorgias to address their Facebook ad comments. And since they’re using automated responses to answer common questions, the customer support team has more time to get creative with responses to social comments (which has driven more conversions for the brand).
The best part? Your CS team doesn’t all have to share a single login anymore 😉
“The Facebook ad commenting has been very interesting. People have been converting right there, thanks to a simple social interaction.” - Cody Szymanski, Customer Experience Manager, Shinesty
6) Self-serve portals
Customer knowledge bases might not involve direct human interaction, but they provide customers with a conversational interface to find information, troubleshoot problems, or access FAQs independently.
These portals are designed to be user-friendly and intuitive, empowering customers to find solutions on their own.
Tools like Gorgias’ Quick Responses via Gorgias Automate or article recommendations in live chat enhance the conversational aspect, allowing self-service portals to feed into chat interactions and make the experience even more engaging.
BrüMate's Help Center is a good one to get inspiration from. BrüMate addresses two common customer queries at the top of the page: returns policy and product compatibility, ensuring quick answers without scrolling.
In case customers aren’t on the knowledge base, the same FAQs are featured in the brand’s live chat. These direct customers to answers immediately, but they can still reach out to talk to someone directly if they need to.
“We have a great help center that attracts tens of thousands of monthly visitors who are then redirected back to the main site and in this circular motion where we don't want those customers to drop off." —Colin Waters, Director of Customer Experience at The Feed & former Associate Director of Customer Experience at BrüMate
Implement conversational customer service in 7 steps
Now that you know it’s easier to manage conversational customer support with the right tools, here are seven steps to implement this strategy without extra effort from your team.
1) Centralize customer interactions with a helpdesk
Surprisingly, more brands than you realize are handling support by logging in and out of multiple channels. Imagine how much time you would save if you could see every email, phone call, comment, and ticket under one roof.
The first step to conversational customer support is setting up a helpdesk. Centralizing customer interactions allows your team to view message histories across all channels in one unified interface.
With over 65+ integrations across the ecommerce tech stack, Gorgias gives teams a comprehensive view of customer interactions and data, eliminating guesswork and enhancing efficiency.
2) Automate repetitive queries
Save your agents from repetitive typing. Apply automation tools like rules to share templated responses (called Macros in Gorgias) across support channels, speeding up responses and ensuring consistency.
And even after responding, you can automate more actions in your workflow. This could be to assign a ticket to an agent, add tags, or even cancel/refund an order right away.
Here’s an example of a Macro being used by the Darn Good Yarn team.
3) Prioritize urgent tickets automatically
Not all customer issues are equal. To solve this, implement rules that automatically prioritize urgent or important tickets. By prioritizing different issues, you enhance customer satisfaction and demonstrate your commitment to resolving the most important concerns promptly.
For example, if you’re in the midst of a busy holiday season, you’ll want to prioritize tickets like address change requests over others.
4) Route tickets based on agent specialization
Do you have a list of VIP customers? Or agents who specialize in certain products or support channels over others?
Prioritizing tickets based on agent specialization is one way to increase efficiency so your agents can use their expertise to help shoppers quickly. This also enhances problem-resolution efficiency.
Consider creating dedicated views that consolidate inquiries so specific agents see only what’s relevant to them.
5) Empower agents with rich customer data
According to Salesforce research, 63% of consumers expect businesses to know their unique needs and expectations.
By equipping your agents with valuable insights into customer history and preferences, your agents can personalize interactions and foster meaningful conversations.
Gorgias pulls in customer information like past order history, support tickets, social media comments, or subscription status. Agents can see all of a customer's past history with a brand in one place when they’re talking with them. This allows support teams to get the full picture of every customer they’re chatting with.
6) Provide proactive pre-sales support and engagement
One way to be conversational in your customer support is to anticipate customer needs and reach out proactively. That means sharing self-service resources like a help center or FAQ page. It also means addressing pre-sales questions that might be blocking them from making a purchase or making the right purchase.
BrüMate accomplishes this by featuring an interactive product finder quiz in its customer knowledge base:
7) Make it easy for customers to engage with agents
Remember, offering conversational support is only effective if it's easy for customers to reach out.
You can do this by prominently featuring support CTAs across your site, from product pages to emails and footer links. Every transactional email can subtly highlight how to reach support, ensuring customers know how and when to engage.
Make customer support conversational with Gorgias
Conversational customer service bridges the gap between face-to-face interactions and online transactions. But it’s not just about addressing customer concerns; it's about creating meaningful connections and positive experiences, which are essential for customer retention and brand advocacy.
A key part of a conversational support strategy is simplifying the complexity of handling multiple channels. Every customer interaction and data point needs to live under one roof. Otherwise, it’s too difficult for teams to manage.
This is exactly what Gorgias does. We don’t want brands to have to settle for ordinary customer experiences. Your support is your foundation, and it should be easy to manage.
Helpdesk automation uses both AI and automation to handle recurring tasks and reduce manual work done by agents
Using an automated helpdesk results in better customer satisfaction, decreased ticket volume, and higher revenue
Ensure your automated helpdesk has features like chat, one-click answers, an order management portal, and article recommendations
The top helpdesk automation solution is Gorgias, an automated helpdesk made for ecommerce merchants at all levels
Customer service helpdesks are essential for managing customer conversations, but support teams are looking to increase efficiency beyond being organized. Answering customer questions is the easy part for agents — the main challenge lies in making manual tasks like typing up responses faster. This is where helpdesk automation comes in.
The top helpdesks have automation features that solve issues without agents needing to sift through complex documents or advanced settings. Helpdesks shouldn’t only streamline the customer experience, they should also simplify the process of delivering that service.
This guide will explore the benefits of helpdesk automation, pinpoint the must-have features of a helpdesk, and highlight the leading automated helpdesks. By the end, you’ll be ready to put helpdesk automation into action and trim out the extra tasks from your workflow.
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What is an automated helpdesk?
An automated helpdesk is a customer service tool that uses automation and AI to synthesize customer messages from various channels. The goal of automated helpdesks is to handle repetitive tasks, like categorizing and routing support tickets, so agents have fewer manual tasks to do.
The Gorgias Helpdesk is an example of an automated helpdesk made especially for ecommerce merchants. Notable features include:
Rules. Processes, such as ticket tagging or rerouting, are automatically activated when certain conditions are met.
Macros. Pre-written response templates that can be reused for recurring customer interactions like WISMO requests.
Inbox. Omnichannel communication is prioritized with email, SMS, voice, and social media messages in one inbox.
Quick Responses. Automated one-click Q&A interactions on Chat.
Flows. Interactive Chat conversations powered by automation.
Why more companies are adopting helpdesk automation
Helpdesks are brilliant tools by themselves but truly shine once combined with customer service automation. The time saved from automation leads to a significant drop in resolution times, and a boost in CSAT scores and revenue. Let’s take a closer look.
Resolve customer issues instantly
If you run an online store, you’re familiar with replying to the same messages about your shipping policy, returns, and products day in and day out. The beauty of helpdesk automation is how it handles frequently asked questions with self-service resources, like a knowledge base, that are available 24/7 and allow customers to get instant answers outside of business hours.
Give your agents bandwidth to focus on trickier tickets
When you remove copy-pasting answers from your customer service responsibility list, support agents get time back to engage with high-value shoppers who are either loyal customers or at risk of churning. With more time to focus on complex tickets, response times will be faster, and customers happier.
Drive more revenue by turning questions into sales
Automation is a proven way to drive more revenue, not just a quick fix to smooth out the wrinkles in your support workflow. Working with 30 brands, Gorgias found that brands that automated 30% of their customer support tended to generate around 8.7% of their companies' revenue.
6 key automation features your helpdesk needs
Automation is common in many helpdesk software, but the key is to focus on how the automation features can speed up support tasks.
Below are six essential automation features a helpdesk should have.
1) Chat
What is it? A website chat window for customers to get automated or real-time answers. The chat window’s visibility can differ on each webpage.
The manual task it replaces: Exiting the brand website and using a different channel (like email or social media) just to contact a brand’s support.
Why is it important? If the process of getting help is too complicated, customers are forced to switch to competitors with simpler solutions. But when you provide a clear way to receive support, customers get faster responses, are better informed, and more inclined to make a purchase.
The best part about Chat is it gives shoppers the option to either receive a quick, automated answer or chat with an agent if they prefer real-time assistance.
Success story with Gorgias:RevAir implemented Chat and increased response times by 93% and revenue to $76k per quarter.
2) Quick Responses
What is it? One-click question-and-answer scenarios that occur in Chat. Quick Responses are not powered by a chatbot and use pre-set answers to reply to users.
The manual task it replaces: Responding to frequently asked questions (FAQs)
Why is it important? Quick Responses is your solution to 24/7 support when agents aren’t available. Giving customers a low-stakes method of asking questions lets them experience a more pleasant and low-pressure shopping journey.
Success story with Gorgias: ALOHAS nearly tripled growth by automating 83% of support with Chat and Quick Responses.
3) Order Management
What is it? An in-chat order portal that lets customers track, cancel, and return their orders without contacting a support rep.
The manual tasks it replaces: Resolving where is my order? tickets, order return and cancellation requests
Why is it important? Customers who ask order-related questions typically have one of two goals: to track the status or change the status of their order. Basically, order management tickets aren’t unique and can be easily handled by automation. When you provide answers to your customers’ top priority (their purchase), you deflect a ticket from entering your inbox while improving customer satisfaction.
Success story with Gorgias:Topicals implemented Chat to reduce returns and ended up deflecting 69% of tickets from manual agent intervention.
What is it? Promotional messages in Chat that activate when visitors interact with your website.
The manual tasks it replaces: Spending money and time finding new customers, promoting storewide discounts and sales, upselling and cross-selling
Why is it important? Finding new customers is more expensive than retaining the ones you already have. Chat Campaigns acts as a virtual salesperson, making sure sales, promotions, and products are getting the attention they need. Even when agents are offline, Chat Campaigns work overtime to capture every visitor, effectively reducing cart abandonment, website bounce rate, and lost sales.
Success story with Gorgias:Glamnetic’s exit intent Chat Campaigns increased sales by 49%.
5) Autoresponders
What is it? AI processes that declutter your email inbox of spam and easily answered inquiries
The manual tasks it replaces: Deleting spam emails, answering WISMO tickets, sending tracking links, and processing refund requests
Why is it important? Autoresponders handle routine inquiries such as order status or refund requests. This improves customer service response times and frees you up to focus on more complex issues that require a human touch. You can also gain insights into the effectiveness of your automation strategies with Autoresponders, allowing you to monitor what customers need more or less of.
Success story with Gorgias:Stoov leveraged insights from ticket information and increased CSAT to 4.9 with 10% cost savings.
6) Article Recommendations
What is it? An AI-powered recommendation tool that resolves questions with relevant Help Center articles
The manual task it replaces: Responding to product-specific inquiries
Why is it important? Answering product questions can get long, especially if agents are manually typing the same explanations and instructions over and over again. By offloading this repetitive and laborious task to AI, customers receive consistent and detailed answers, while agents focus on resolving one-of-a-kind tickets.
Article Recommendations combines the knowledge power of AI and your own Help Center to give customers accurate and personalized solutions. This allows curious shoppers to receive complete information about your brand and products since articles can include images, videos, and links.
Success story with Gorgias:TUSHY gained 25% in revenue from leveraging pre-sales education including the use of Article Recommendations.
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The top 6 automated helpdesk options
Within the diverse range of available options, there are five standout helpdesk platforms renowned for their remarkable features: Gorgias, Zendesk, Kustomer, Freshdesk, Help Scout, and Shopify Inbox. Let’s take a closer look at what each helpdesk offers.
1) Gorgias
Price: Starts at $50/month; billed per ticket
Best features: The only ecommerce-focused helpdesk, powerful and easy-to-use automation features
As more businesses rely on ecommerce platforms to offer their products, Gorgias stands out as the best helpdesk for merchants at all levels. Gorgias offers seamless integration with major ecommerce platforms like Shopify, BigCommerce, WooCommerce, and Magento and centralizes customer data and conversations within the platform.
Combining it with the AI-powered Gorgias Automate makes it a top contender for customer support teams seeking to streamline the customer experience and maximize the power of automated workflows. Gorgias Automate checks off all the boxes with foundational features like Quick Responses, Order Management, Chat Campaigns, Autoresponders, and Article Recommendations.
2) Zendesk
Price: Starts at $49/month; billed per user
Best features: Designed for enterprise companies, advanced reporting capabilities
Zendesk is favored by enterprise-level businesses for its excellent multi-channel support and strong reporting features like real-time data views and customizable dashboards.
However, while its specialty is raising customer satisfaction, users report dissatisfaction with Zendesk’s very own customer service due to unresponsiveness and difficulties with subscription changes. Despite these drawbacks, Zendesk's configurability makes it a valuable tool for larger businesses aiming to optimize their customer service operations.
3) Kustomer
Price: Starts at $89/month; billed per agent
Best features: Interface is easy to navigate, ability to add internal notes to tickets
Kustomer shines in organizing data and managing customer interactions. Though it may not fully meet the needs of ecommerce-based businesses, its strengths in streamlining support processes stand out. Users have noted some drawbacks such as a complicated search engine and limited mobile functionality. However, if a straightforward ticketing system is what you need, Kustomer may be the right fit.
4) Freshdesk
Price: Starts free for up to 10 agents; billed per agent
Best features: Includes a free plan, innovative collaboration features for convenient ticket assignment
If you're a SaaS business, Freshdesk is a great pick, excelling in basic ticket management. Its ability to integrate seamlessly with non-ecommerce applications like Salesforce and Jira makes it valuable for tech companies. Large ecommerce stores, on the other hand, might find Freshdesk's features somewhat limited.
Freshdesk's solid ticket management system, coupled with its user-friendly interface, makes it a top choice for SaaS businesses.
5) Help Scout
Price: Starts at $20/month; billed per user
Best features: Intuitive user interface, extensive knowledge base and documentation features
Help Scout excels in managing inbound customer emails with its feature-rich toolset. Recent enhancements like help docs and video embedding have improved its functionality. However, workflow automation still needs improvement and can lead to unintended mass email responses.
The limitation of features like real-time chat on higher-tier plans and subpar support experiences are its weaknesses, but its streamlined email support and knowledge management make Help Scout a strong option for teams that rely on email support.
6) Shopify Inbox
Price: Free for Shopify users
Best features: Native Shopify helpdesk solution for Shopify merchants, user-friendly interface
Shopify Inbox is favored by Shopify store owners for its excellent customer communication and user-friendly interface. Users appreciate its ability to centralize conversations and enhance customer engagement, which is great for brand-new merchants.
However, some find the initial learning curve challenging, with concerns over limited reporting features and inconsistent message notifications. Nevertheless, its cost-effectiveness and efficient customer engagement tools make Shopify Inbox a great pick for customers who don’t want to leave the Shopify environment.
Gorgias is the ultimate automated helpdesk for ecommerce
Gorgias stands out as the only helpdesk designed explicitly for ecommerce businesses. Boasting an incredible 4.3/5 stars on Shopify, it offers unparalleled integration with major ecommerce platforms like Shopify, BigCommerce, and WooCommerce. Its suite of features is powered by advanced AI, streamlining ticket and order management, support workflows, and customer communication.
For ecommerce businesses looking to elevate their customer support experience, look no further than Gorgias. To see how Gorgias can transform your customer service, book a demo today.
A Help Center is an article database for customers to get the answers they need without contacting a support team
Create relevant Help Center articles by monitoring statistics like customer contact reasons, ticket intents, and CSAT scores
Leverage SEO by including relevant keywords and internal links in articles
Gorgias Automate can help promote your Help Center articles via on-site article recommendations
The Help Center is more than a database to make the lives of your agents and customers easier. It's also an ingenious way of creating brand awareness. By enhancing your Help Center's visibility, you carve new pathways for shoppers to discover your brand while solidifying your brand's reliability with loyal followers.
This guide delves into practical methods for increasing your article views and turning your Help Center into a dynamic hub with Gorgias. We’ll look at the basics of a Help Center, how to structure it based on statistics and SEO, and how to share it across multiple channels.
What is a Help Center?
A Help Center is a knowledge database of articles addressing common questions about your products, services, and brand. It empowers customers to find solutions on their own without needing to contact your customer service team.
A Help Center can include how-to articles, policies, answers to frequently asked questions, and more. Each article can also be supplemented with images, GIFs, and videos to better guide customers toward solutions.
Two strategies to make your Help Center stand out
Boosting your Help Center's visibility involves two key elements: understanding customer concerns to create relevant content and using SEO to increase article views.
Focusing on your customers' specific needs and questions allows you to provide articles that directly address their concerns.
Let’s delve into the two strategies you can use with Gorgias.
Strategy 1: Understand customer concerns to create relevant articles
The first step to creating Help Center articles is understanding your customers’ problems. Identifying their concerns ensures your content aligns with what questions need clarification.
Here are five ways to uncover customer concerns with Gorgias Statistics:
1) Monitor Ticket Tags
Tags are labels for categorizing tickets by topic or customer intent. Regularly reviewing tags helps identify common customer inquiries. Generally, the more a tag is used, the greater the need for clarity on that topic.
On Gorgias, navigate to Statistics -> Ticket Insights -> Tags to see tag usage frequency. This view gives you an overview of popular tags. You can also adjust the view by filtering by app integration, channel, and date range.
💡 Pro Tip: The most frequently used tags can help inform what articles you should include in your Help Center. Based on the screenshot below, it would be smart to create articles about FAQs and a Price Match policy.
2) View Intent Statistics
Intent Statistics provide valuable insights into why customers contact support. By analyzing these statistics, you can understand the primary reasons behind customer queries.
On Gorgias, go to Statistics -> Ticket Insights -> Intents to review the usage frequency of different customer intents.
This feature provides a clear bar graph view of customer concerns that are frequently mentioned in messages. You can also change the view using filters such as channel and date range.
3) Look into Contact Reasons
Another way to learn about your customers’ concerns is by looking at contact reasons. On Gorgias, Contact Reason is an AI-powered feature that identifies a ticket's contact reason from its message content. Reasons could range from cancellations and refunds to shipment issues and feedback.
The Contact Reason is conveniently located at the top of each ticket, as shown in the image below.
4) Analyze low satisfaction scores and read negative feedback
While positive CSAT scores are gratifying, it's the negative feedback that truly helps improve your customer support.
To view Satisfaction scores on Gorgias, navigate to Statistics -> Support Performance -> Satisfaction. This section provides details on surveys sent, response rates, average ratings, and response distribution over three months.
💡 Pro Tip: For deeper insights into CSAT scores, filter for scores of 3 stars or below. Analyzing lower ratings and their accompanying comments will help you pinpoint the exact topics your Help Center articles should address.
5) Create related articles from top-performing articles
Checking the performance of your articles can be the key to adding relevant articles to your Help Center while avoiding unnecessary topics.
On Gorgias, you can find individual article performance by going to Statistics -> Help Center -> Performance by articles. Articles are sorted from most viewed to least.
Here’s how to use article performance data to write relevant articles:
📈 Most viewed articles: These articles indicate the topics customers are most concerned about. Consider creating related articles that branch out from these top articles in order to increase information about a certain topic.
📉 Least viewed articles: These articles may be irrelevant to your general customer base, which means you can hold off on writing similar articles. On the other hand, these articles may also not be highly visible on your Help Center. Ensure customers can easily find them.
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Strategy 2: Utilize SEO to increase article views
SEO (Search Engine Optimization) isn't solely for your primary webpages. It's equally crucial for Help Center articles. Using SEO tactics in Help Center articles boosts their online visibility, but most importantly, they allow you to turn visitors into customers.
Here are some effective SEO strategies to apply:
1) Incorporate relevant keywords into articles
Using relevant and related keywords in an article can boost search visibility. Customers won’t always use the same search query, so anticipating their word usage will help capture all types of customers looking for your content.
On Gorgias, you can find out what keywords customers are searching for under Statistics -> Help Center -> Help Centersearches.
Here’s how to leverage search result data:
Search terms with results: Use the most popular search terms as a guide for which keywords to include in existing articles.
Articles clicked: Sometimes search terms will have zero articles clicked. This may mean users weren’t able to find exactly what they were looking for. Pinpoint the search terms with zero clicks and create articles accordingly.
No search results: This is a list of keywords customers search for but don't find relevant articles for. Make sure to use these keywords in existing articles or create new articles for them.
💡 Pro Tip: Don’t forget to incorporate relevant keywords into your article titles, subheadings, and excerpts. There are two benefits to this: they make it easier for customers to quickly scan your content and enhance your brand's discoverability in search engines.
2) Update articles based on article performance
Again, data plays a crucial role in making your support and Help Center the ultimate resources. On Gorgias, the "Performance by articles" section allows you to track how well each article performs. Articles are sorted by view count, ratings, and the dates they were last updated.
Here’s how you can leverage the following types of articles:
📈 Most viewed articles: Feature your top-performing articles front and center in your Help Center to make them visible to customers looking for answers.
👎 Unhelpful articles: Update these articles thumbed down by customers as they may lack detailed and up-to-date information, internal links, and SEO.
⌛️ Old articles: There may be a relation between poorly performing and outdated articles. Refresh your old articles accordingly.
3) Use internal links
Internal links are hyperlinks that point to other articles in your Help Center, creating a network of related content. This tactic helps to proactively address questions customers might not have considered, effectively reducing the load on your support team.
Spread the word: share your Help Center articles across multiple platforms
To effectively increase the visibility of your Help Center articles, consider leveraging a variety of communication channels:
Customer communications. Embed article links in customer interactions, such as order confirmations or support responses, to provide extra assistance.
Email newsletters. Feature links to key articles in your marketing emails and newsletters to notify existing customers about your additional resources.
Social media. Share your articles on social media to reach a broader audience and showcase your brand's expertise. You can also share them on forums and online groups to engage with potential customers.
Enhance Help Center performance with Gorgias Automate
Remember, a well-optimized Help Center is a powerful tool in building brand awareness and customer loyalty.
Do more with an AI-powered Help Center with the power of Gorgias Automate. Discover how our advanced tools can streamline your support processes and improve customer satisfaction. Book a demo today.
First contact resolution rate is the percentage of support tickets resolved in one interaction
How to calculate FCR: # of tickets resolved on first contact / total # of tickets * 100
FCR doesn’t distinguish between successful and unsuccessful resolutions, nor does it tell you the reasons for a low or high rate
You can increase FCR by automating responses, offering self-service resources, and automatic ticket triage
You know what customers love? When their problems are solved on the first try.
Being able to resolve issues right away is a clear sign that your support team is on the right track to provide great customer experiences.
To maintain that level of excellence and efficiency, you’ll need to understand first contact resolution (FCR)rate.
In this article, we’ll deep dive into first contact resolution rate. You’ll learn how to calculate and monitor FCR, how to increase your FCR for better customer experiences, and look at what other metrics to monitor alongside FCR.
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What is first contact resolution?
First contact resolution rate is a metric that measures the percentage of customer support tickets that your agents resolve on the first interaction.
Generally, this measurement is used in call centers, but it’s also considered one of the most essential customer support metrics in ecommerce.
Like a lot of customer support metrics, FCR also goes by a few names, like:
First call resolution rate
First interaction rate
Single reply resolution rate
Whichever name you prefer, the goal of the measurement is the same: understand how efficient your team is at resolving customer issues.
The impact of first contact resolution on a support program
Time-consuming interactions erode trust over time and drive customers to shop with the competition.
According to The Effortless Experience, 96% of shoppers with a high-effort experience feel disloyal to brands afterward.
By aiming to solve customer issues from the very first interaction, you can combat the escalation of poor customer experiences and use positive interactions to improve loyalty and satisfaction, gain repeat customers, and boost revenue to meet your bottom line.
A guide to calculating first contact resolution
Let’s walk through the formula to figure out your FCR and look at an example. Then, we’ll unpack some challenges behind the FCR metric to make it as useful for your support agents as possible.
FCR formula
The formula to calculate first contact resolution rate is:
(Number of support tickets resolved on first contact / total number of resolved support tickets) x 100 = FCR rate %
The goal is to have an FCR percentage that’s as close to 100% as possible. A higher FCR indicates how successful you are at solving tickets at the first interaction without follow-up questions from customers.
Example FCR calculation
Here’s what calculating FCR looks like using real numbers:
(15,000 tickets solved on first contact / 20,000 total resolved tickets) x 100 = 75% FCR
That means, on average, your team can solve 75% of support tickets on the first try.
The challenges of measuring FCR
First contact resolution is a fantastic starting point to improve your support team’s resolution time. But, like most customer support metrics, FCR has some limitations.
FCR doesn’t provide you the reason for a high or low rate
Simply knowing your first contact resolution rate doesn’t give you the whole story.
A low FCR means you aren’t solving most problems on the first try but it doesn’t explain the root causes.
You’ll need to track other metrics that look into customer interactions more qualitatively, like customer satisfaction (CSAT).
FCR doesn’t distinguish ticket quality
Second, a high FCR isn’t an automatic indicator of a successful support strategy. The challenge lies in accurately categorizing tickets resolved in one interaction. This process can be complicated by instances where automated responses may be quick but unhelpful.
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4 tactics to increase first contact resolution rate
Here are four tactics you can use now to improve FCR performance and your customer experiences.
1. Provide support agents with customer service scripts
Your agents are your front line, and it’s important they’re armed with customer service scripts to resolve common issues efficiently. Scripts are pre-written responses that agents can use to avoid typing the same answers over and over again.
At Gorgias, we call scripts Macros. Gorgias allows you to personalize each Macro with customer information pulled from your integrated ecommerce platforms like Shopify and WooCommerce.
Deja Jefferson, CX and Consumer Insights Manager at skincare brand Topicals uses Macros “to help maintain brand voice while handling a high volume of customer service tickets.” As a result of this automation tactic, her team influenced 72% more revenue.
💡 Pro Tip: Exceptional customer experience depends on a robust customer service training program. Keep agent knowledge fresh with a knowledge base or Help Center of scripts. This way, agents can continuously upskill or grab information whenever they need it.
2. Automate responses to frequently asked questions
At Gorgias, we’ve found that automation increases both FCR and sales.
An automation tool like Gorgias Automate can help resolve up to 30% of incoming tickets. With features like Quick Responses and Article Recommendations, customers can get answers to their questions without waiting to speak to an agent.
For example, luxury shoe and garment care retailer Kirby Allison used Gorgias Automate to deflect 30% of incoming tickets and boosted revenue from support by 46%.
3. Offer self-service options to resolve simple customer inquiries
Chances are, a bulk of your tickets can be answered by customers themselves. In fact, 88% of U.S. customers expect a customer self-service portal according to a 2022 Statista survey.
On Gorgias, we solve this issue by giving merchants the ability to create a Help Center.
A Help Center is an article database that includes information commonly sought by shoppers, like product information, policies (like shipping, returns, or order cancellations), and billing and payment information.
Below, Loop Earplugs makes the customer experience seamless by linking to their FAQs in the top navigation bar of their website.
4. Categorize tickets automatically and route them to the most suitable agent
Resolving your low-priority tickets quickly is a surefire way to improve your FCR. It would be a full-time job if you had to manually prioritize and categorize your tickets.
With a helpdesk like Gorgias, you can automatically categorize incoming tickets into low-, medium-, and high-priority based on customizable parameters called Rules. Better yet, Gorgias can take care of routing high-priority tickets to your most experienced agents to maintain customer retention.
For example, snack brand Chomps created a Rule that tagged customer tickets with an “Urgent” tag if their message included phrases like “cancel order,” “wrong,” or “update my address.”
How FCR works with other important customer success metrics
To give deeper context to your customers’ shopping experiences, it’s important to use FCR alongside other customer success metrics and KPIs.
Let’s look at how FCR works with key customer support metrics, like Customer Contact Rate, Average Response Time, Average Resolution Time, and Unresolved Ticket Rate.
Customer contact rate
Customer contact rate (CCR) looks at the percentage of customers who ask for help over a given time. It's an important metric that gives you a snapshot of your company's overall health.
Calculating CCR in combination with FCR will help you see how many people need support versus how effective your team is at deflecting lower-priority tickets.
Average response time
Average response time (AVT) or average reply time measures how long your support team takes to respond to a customer message.
90% of shoppers agree that an immediate response is important when they have a support request, so it’s crucial that you have as low an AVT as possible.
The longer your response time, the longer it’ll take to get to a resolution. That’s why it’s useful to calculate AVT with FCR together. It’ll help show you the time it takes for an agent to respond, getting you even closer to a lightning-fast solution.
Average resolution time
Average resolution time (ART) is similar to FCR in that it looks at your support team’s ability to resolve customer issues.
The difference with ART is that the metric looks at your team’s average ability to resolve issues, not just the first time.
A benefit of calculating ART is that you can understand how efficiently your team resolves higher-priority issues, like complicated returns, customer retention rates, or problems with loyal shoppers.
Unresolved ticket rate
Unresolved ticket rate (UTR) lets you track and measure abandoned conversations and tickets that could not be solved.
It’s critical to calculate UTR because unresolved tickets are a key indicator of unhappy customers — and unhappy customers can negatively impact your bottom line.
Calculating UTR can help you find gaps in your support strategy by locating tickets where a resolution is difficult and working to build a resolution for similar problems in the future.
Measure, track, and improve first contact resolution with Gorgias
If you’re stuck manually calculating first contact resolution, you’ll never have time to improve your strategy.
That’s where Gorgias comes in. Gorgias Helpdesk automatically tracks and measures data like FCR so that you can focus on optimizing your strategy to provide a more positive customer experience.
Gorgias is committed to transparency and has made its People Resources public
Sharing internal resources sets new industry standards for workplace satisfaction and culture
Gorgias's People Resources include manager handbooks, training sessions, salary processes, and more
Founders, HR leaders, prospective employees, and job seekers can benefit from Gorgias's People Resources
At Gorgias, we're avid believers in transparency. You'll find us documenting processes diligently, asking for feedback frequently, and addressing concerns openly. This may be surprising and even unconventional to most, but after witnessing its long-term benefits on employee satisfaction and engagement, our team is set on continuing the practice.
As a natural next step in our commitment to openness, we decided to make our People Resources available to everyone. These resources include documents and processes that outline how we operate at Gorgias, including how we approach the compensation process, performance reviews, and more.
We invite you to delve into our resources, whether you’re a founder or a job seeker.
Why we're sharing our People Resources
Our decision to share our People Resources is driven by a vision that sets new standards for transparency in evolving corporate practices.
How Gorgias benefits
By opening up our resources to the public, Gorgias positions itself as an innovator and thought leader in the industry. Allowing our processes to be read and critiqued by others outside of the company gives way to perspectives we may not have considered.
We view our People Resources as living documents and as we drive discussions about transparent work culture, the opinions and critiques of others will be a constant source of value for us to continue improving our processes.
How other organizations benefit
For other organizations, accessing Gorgias' People Resources serves as a blueprint for building a positive and engaging workplace. By publicizing our processes, we hope to guide companies to create safer and more honest work environments, which in turn will improve employee satisfaction globally.
What's inside Gorgias’s People Resources
Our People Resources encompass a wide range of materials, including documents, processes, and additional resources. Here's what you'll find:
Manager handbooks: Comprehensive guides about what a manager is at Gorgias and how they can lead teams with confidence and empathy.
Training sessions: Detailed modules for leaders that combine theory and practice with roleplay.
Career growth tracks: Clear pathways for personal and professional development within the company.
Salary and compensation process: A transparent outline of how we recognize and reward our team members.
Team well-being: Resources dedicated to maintaining a healthy and supportive work environment.
Our People Resources are designed with a wide audience in mind, ensuring that anyone interested in building a positive team environment can find value. Here's who can benefit:
Founders: Learn strategies for building a strong foundation for your team.
HR leaders: Gain insights into effective team management, development processes, and how to cultivate a thriving workplace culture.
Prospective employees:Meet the team and get a sneak peek into what working with Gorgias is like.
Job seekers: Whether you're considering a role with us or elsewhere, our resources can help you understand what to look for in a company's culture and philosophies.