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Say Hello to AI Agent on Chat: 24/7 Support for Online Stores

AI Agent on Chat automates live chat support, helping ecommerce brands provide instant answers, boost conversions, and save time.
By Christelle Agustin
0 min read . By Christelle Agustin

TL;DR:

  • AI Agent on Chat automates up to 50% of chat conversations. It ensures customers get fast, context-aware answers, product recommendations, and seamless handovers to human agents when needed.
  • AI Agent goes beyond automated tools like Flows and article recommendations. Unlike pre-set FAQ flows or suggested Help Center articles, AI Agent can handle complex inquiries like modifying orders and providing personalized product recommendations.
  • Setting up AI Agent on Chat is quick. Brands can activate AI Agent with a few clicks, improving efficiency during peak seasons and reducing the need for follow-ups.
  • Updating AI Agent’s knowledge and behavior ensures the best customer experience. Businesses should refine their Help Center, set Guidance instructions, personalize AI Agent’s tone, and test responses before going live.

It’s clear that shoppers want answers fast—chat accounts for 20% of all customer support tickets.

The appeal is obvious: Chat is an easy-to-access customer service channel for quick questions and a convenient and subtle way to cross-sell complementary products.

But without the right chat tool, brands risk losing these valuable opportunities.

Introducing AI Agent on Chat, a conversational AI assistant that can automate up to 50% of chat conversations. This new feature upgrades chat by combining agent knowledge with superhuman efficiency and response times.

Now, customers can guarantee personalized interactions at any point of the shopping journey—whether they’re looking for a quick answer or a tailored recommendation.

With AI powering every interaction, one-to-one conversations become a seamless part of every customer experience.

Why Chat is better with AI Agent

Before AI Agent, customers reaching out through chat outside business hours had two options: following pre-set Flows (automated FAQ conversations) or browsing through suggested Help Center articles. 

These features are great for quick answers to basic questions, but AI Agent takes support to the next level by handling more complex needs like modifying orders or offering personalized product recommendations.

With AI Agent in Chat, customers enjoy dynamic, real-time conversations available on multiple channels. AI Agent generates personalized responses that match exactly what customers ask for, automating 50% of chat interactions so agents get time back to upsell, create stronger relationships, and craft better experiences.

Related: How to optimize your Help Center for AI Agent

The key features of AI Agent on Chat 

Upgrade your chat support from a basic Q&A tool into an intelligent assistant that handles customer inquiries 24/7. Here's how AI Agent makes that possible:

Real-time conversations

AI Agent responds within 15 seconds or less, offering fast responses that result in frictionless conversations. Unlike traditional chatbots, AI Agent also adapts to your brand’s unique tone of voice to enhance the customer experience and assure shoppers their questions will be taken care of. 

Four customer inquiries branching out from live chat which has an "AI Agent is thinking" chat message.
AI Agent is context-aware and uses information from its knowledge sources to respond to customers in real time. 

24/7 availability

Today’s shoppers expect instant responses regardless of time zone or business hours. AI Agent on Chat means customers get the help they need, when they need it. This availability leads to higher customer satisfaction and fewer abandoned carts.

Instant product recommendations

AI Agent understands context and customer intent. Whether a shopper needs help finding the right product size or changes their mind and wants to compare features, AI Agent customizes its recommendations for each person.

Intelligent handovers

Some conversations, like technical issues or complaints, need a human touch. AI Agent recognizes these situations and smoothly transfers them to the right agent. 

Using Handover topics, you can choose which types of inquiries should go straight to human agents. Then, if AI Agent lacks the confidence to provide an answer or can’t locate relevant knowledge in its database, it automatically escalates the conversation.

Read more: Handover rules

Why enable AI Agent in Chat now?

Based on Hiver’s 2024 study, 62% of customers prefer live chat to other support channels. With AI Agent in Chat, agents can cut down average response times while customers get the answers they need in one conversation with zero wait times or follow-ups.

Easy setup

AI Agent on Chat is ready to use in a few clicks. Simply connect your Shopify store and Chat widget to AI Agent, and you’re ready to resolve questions asked by visitors and loyal customers faster than you ever have.

Capture the growing demand for live support

Chat is often a customer’s first touchpoint with your brand, whether they’ve just discovered your brand or are on their third order. Meet customer expectations by being available with AI Agent on Chat. The faster you can ease their concerns, the faster they can head to checkout.

Maximize team efficiency

AI Agent makes scaling support effortless, especially during peak seasons like Black Friday. While it handles repetitive support tickets like order status and shipping questions, your team can focus on high-priority tasks like requests from VIP customers.

A graphic with a pink gradient background featuring the text "AI Agent is an extension of your CX team" on the left. On the right, a circular diagram highlights four key functions: "Onboard," "Automate," "Observe," and "Coach." The "Gorgias" logo is in the top left corner, and the phrase "AI-powered CX built for ecommerce" is in the top right.
Onboard, Automate, Observe, and Coach AI Agent to flawlessly integrate it into your team.

Eliminate the need for follow-ups

Drawing from knowledge sources like your Help Center and policy pages means AI Agent can often resolve inquiries within one conversation. No more unnecessary back-and-forths. Quick resolutions = happier and more loyal customers.

How to activate AI Agent on Chat

Ready to get started? Here’s how to activate AI Agent on Chat:

  1. Click Automate in the top left menu.
  2. Select your store from the sidebar, then click on AI Agent.
  3. In the Settings tab, under Chat Settings, select one or more Chat from the dropdown menu.
  4. Toggle Enable AI Agent on Chat on.
  5. Select Save Changes at the bottom of the page.

Already use AI Agent for email? No need to set up Guidance and Handover topics all over again—AI Agent will behave the same way in Chat.

Best practices for setting up AI Agent on Chat

Get the most out of AI Agent on Chat by following these best practices. 

1. Prepare and optimize your knowledge base

The Help Center is AI Agent’s brain. This customer knowledge database is the key to AI Agent’s accurate and on-brand responses. To ensure your AI Agent is as trained as your human agents, include important topics in your Help Center like shipping, returns, cancellations, and account management.

No articles yet? No problem! Gorgias has 20+ article templates for you to use and modify. Or, even better, check out the AI Library for AI-generated articles based on your customer tickets.

A GIF of a highlighted "AI Library" button with a purple sparkle icon. The button has a white background, rounded edges, and a blue underline that animates from left to right. The background shows part of a navigation bar.
The AI Library recommends pre-written articles based on what your customers ask you.

2. Set restrictions with Guidance

AI tools perform best when you set limitations. A Guidance is the main way to control AI Agent’s behavior. It is a set of written instructions that outline how AI Agent should interact with customers, handle certain requests, and more.

We recommend publishing a Guidance on the top five questions you receive from customers.

Tip: AI Agent prioritizes Guidance above Help Center articles. Unlike Help Center articles, the content in your Guidance will not be customer-facing.

5 types of Guidance for AI Agent ranging from damaged items to returns, plus a customer guidance button.
Access premade Guidance templates or make your own customer Guidance for AI Agent.

3. Personalize AI Agent's voice

The beauty of AI Agent is its ability to speak like one of your agents. Select from Friendly, Professional, or Sophisticated presets—or create a custom tone that aligns with your brand.

Custom is selected under the Tone of Voice dropdown. There are instructions about being concise and using emojis for a personal touch.
AI Agent’s tone of voice can be altered with preset voices or custom instructions.

Need help finding your brand voice? Here are seven brand voice examples.

4. Test AI Agent’s responses before going live

Use test scenarios to see how AI Agent responds to common customer questions, such as order status, shipping questions, and return policies. To cover all your bases, test AI Agent as both a new and returning customer to make sure it delivers accurate responses no matter the customer's need.

AI Agent greets the user to the AI Agent test area where they can test how AI Agent would respond to customer questions.
Test AI Agent’s responses to ensure accurate answers.

5. Improve AI Agent’s behavior

AI Agent becomes smarter as it learns from you. Like a human agent, give your AI Agent feedback on its responses, from how it speaks, which topics it escalates, and what actions it takes in certain scenarios. 

There are multiple ways to give AI Agent feedback on a ticket:

  • Mark AI Agent’s message or any of the resources it used as correct or incorrect.
  • Suggest that AI Agent use a different resource if a better or more correct piece of knowledge exists.
  • Report an issue to the Gorgias Product team.
AI Agent’s answers improve as you provide feedback.

Coming soon: Actions on Chat

Soon, AI Agent will be able to perform actions like accessing Shopify order details and executing third-party app actions, such as updating shipping addresses and order cancellations, directly in Chat.

Excited to deliver an elevated chat experience? Book a demo now to experience the power of AI Agent on Chat.

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min read.

The Gorgias & Shopify Integration: 8 Features Your Support Team Will Love

See how Gorgias’s Shopify integration makes customer support easier—fewer tabs, faster replies, happier customers, and more revenue.
By Holly Stanley
0 min read . By Holly Stanley

Managing customer support as a Shopify store owner can feel like juggling too many tools at once.

Constantly switching tabs to look up orders, update customer information, or track returns wastes valuable time. Plus, it prevents your team from focusing on what really matters––delivering quick, personalized customer service

Gorgias’s Shopify integration solves this. It keeps all your Shopify data in one place, so your team spends less time toggling tabs and more time helping customers. The result? Faster responses, better service, and more revenue.

Below, we break down the eight key capabilities of this integration, each paired with practical use cases to showcase its real-world value.

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1. View Shopify data in tickets

What it does: Shopify order data is displayed directly within support tickets, allowing agents to view essential details like order status, customer information, and transaction history without leaving the helpdesk.

Use case: An agent handling a “Where’s my order?” request can instantly check tracking information and update the customer.

The fashion retailer Princess Polly improved their customer experience team’s efficiency by using Gorgias's deep integration with Shopify. Agents can view and update customer and order data directly within Gorgias, eliminating the need to switch between multiple tabs.

Taking a streamlined approach led to a 40% increase in efficiency, an 80% decrease in resolution time, and a 95% decrease in first response time

Screenshot of Shopify order data within Gorgias ticket
Customer order data, including their shipping address and product details, can be found directly in the ticket.

2. Perform Shopify Actions

What it does: Agents can update Shopify order and customer data with Shopify Actions right in Gorgias.

Key features:

  • Create a new order: Add existing products or custom items, apply discounts, modify quantities, add notes and tags, and choose to charge taxes. Then set the order as Paid or Pending and email the invoice to the customer.
  • Duplicate an order: Replicate an existing order and make adjustments as needed.
  • Cancel/refund an order: Cancel or refund orders by setting quantities to refund, specifying shipping amounts to refund, providing reasons for cancellation, restocking items, and notifying the customer.
  • Edit shipping address: Update the shipping address for an order.
  • Insert product links: Add product links or product cards from tickets so customers can add the product to their cart quickly.
  • Display the customer’s cart: View the exact items the customer has in their cart at the moment they reach out via Chat.

Use case: Agents can perform Shopify actions directly from Gorgias, such as adding products, applying discounts, updating quantities, or issuing refunds.

Screenshot of duplicate order Shopify action in Gorgias ticket.
Agents can perform Shopify Actions like duplicate an order directly from Gorgias.

3. Embed customer-specific Shopify data in Macros

What it does: Create templated responses called Macros with dynamic Shopify variables to automatically incorporate customer-specific information. 

Key features:

  • Dynamic variables: Macros can include variables that pull real-time data from Shopify, such as order status, tracking numbers, and customer details.
  • Automated actions: Beyond inserting dynamic content, Macros can perform actions like tagging tickets, setting statuses, or assigning conversations to specific agents. The automation streamlines workflows and ensures consistent handling of similar inquiries.

Use case: A customer inquires about their order. With one click, the agent uses a Macro that pulls in the order status and expected delivery date, creating a faster and more personalized response.

Take Try The World, a gourmet subscription service, needed a robust Shopify integration to handle an increasing volume of customer inquiries. By switching to Gorgias, they gained the ability to unify conversations and embed Shopify data directly into Macros. Now, agents could quickly generate personalized responses that included order details, tracking links, and customer-specific information. 

Try the World’s support team’s efficiency skyrocketed, enabling them to handle 120 tickets per day, up from 80, and reduce response times to just one business day. 

Screenshot of templated response with Shopify data in Gorgias ticket.
Shopify data lets agents create Macros, templated responses with personalized data.

4. Provide product information with Macros

What it does: Macros with embedded Shopify data let agents quickly and accurately share pre-sale information like product links, stock availability, and discount codes, helping to convert prospective customers into buyers.

Key features:

  • Dynamic Shopify variables in Macros: Agents can use dynamic variables to pull real-time product information.
  • Pre-built responses for common questions: Macros can include templated responses tailored for pre-sale inquiries, such as providing direct links to products or applying discount codes.

Use case: A customer asks if a specific product is available in their size and color. The agent can apply a Macro that automatically pulls the product's inventory details and includes a discount code, sending a response like this:

“Hi {{ticket.customer.firstname}},
Great news! The product {{ticket.customer.integrations.shopify.products[0].title}} is currently in stock in the size and color you’re looking for. You can check it out here: [Product Link]. Use the code WELCOME10 at checkout for 10% off your first order! Let me know if you have any other questions!”

How it helps:

  • Eliminates manual search and typing for agents.
  • Ensures accurate, real-time product information for customers.
  • Improves the likelihood of converting inquiries into sales.

5. Enable self-serve order management in Chat 

What it does: Using Gorgias’s chat widget, customers can track orders or manage their purchases on their own with no agent assistance needed.

Key feature:

  • Order management automation: Customers can access real-time order information, including status updates and tracking details, through the chat interface. This automation reduces the volume of live chat inquiries by up to 30%.

Use case: A customer wants to check the status of their recent purchase. By accessing the Chat widget on your website, they can enter their email and order number and receive instant updates on their order's progress, including shipping and delivery information, without waiting for an agent's response.

How it helps:

  • Automates routine inquiries and frees up your support team to handle more complex issues.
  • Enhances customer satisfaction thanks to immediate responses.
  • Reduces the need for multiple communication channels, consolidating support interactions in one place.

6. Use Shopify variables in Rules


What it does: Rules paired with Shopify variables can automate various support tasks, such as identifying specific customer segments or tagging tickets, to boost efficiency and consistency.

Key features:

  • Automated tagging: Rules can automatically tag tickets based on specific Shopify data. For instance, you can set up a Rule to tag tickets from customers with high order counts or significant total spending as "VIP."
  • Prioritization of tickets: Rules can prioritize tickets that meet certain criteria, such as high-value orders or repeat customers.

Use case: A customer with a history of substantial purchases contacts support. A rule detects that the customer's total spending exceeds a predefined threshold and automatically tags the ticket as "VIP." 

This tag can then trigger other workflows, such as assigning the ticket to a senior support agent or escalating its priority.

How it helps:

  • Improves customer experience by prioritizing high-value customers.
  • Maintains consistent service quality.
Rule setup for auto tagging VIP customers
Rules let you identify VIP customers using Shopify variables.

7. Track revenue with reporting

What it does: Gorgias offers comprehensive reporting that allows you to measure how your support interactions influence sales.

Key features:

  • Tickets converted: Tracks the number of support tickets that led to a sale within five days of the ticket's creation.
  • Conversion rate: Calculates the percentage of created tickets that resulted in sales, helping you assess the effectiveness of your support team's interactions.
  • Total sales from support: Sums the revenue generated from orders associated with converted tickets, accounting for refunds and order adjustments to provide accurate figures.

These metrics are accessible under Statistics → Support Performance → Revenue in your Gorgias dashboard. You can filter the data by integration, ticket channel, tags, or specific time periods to gain detailed insights.

Use case: By analyzing Revenue Statistics, you can identify which support channels or agents are most effective in driving sales. For example, if live chat interactions have a higher conversion rate, you might allocate more resources to that channel. 

Additionally, recognizing top-performing agents can inform training programs to elevate overall team performance.

For example, One Block Down, a Milan-based streetwear brand, struggled to manage a growing volume of customer inquiries across multiple platforms. By integrating Gorgias with Shopify, they centralized all customer interactions into a single platform, giving agents instant access to crucial information like order history and returns directly within tickets.

The setup allowed the team to measure the direct impact of their support efforts on revenue. 

The result? An impressive 1,000% increase in support-generated revenue and a 1-hour average first response time. By connecting the dots between customer service and sales performance, One Block Down demonstrated how proactive, data-driven support can directly influence the bottom line.

How it helps:

  • Quantifies the revenue generated from support interactions.
  • Faster team optimization with data-driven insights.
  • Understanding the correlation between support interactions and sales can help refine customer service strategies.

Screenshot of Revenue Statistics dashboard in Gorgias.
Revenue Statistics highlight which support channels and agents are best at generating sales.

8. AI Agent integration

What it does: AI Agent automates Shopify actions like canceling orders, editing order details, and reshipping items.

Key features:

  • Cancel Shopify order: AI Agent can automatically cancel unfulfilled orders upon customer request, restocking the items and issuing a full refund. A confirmation email is sent to the customer once the cancellation is complete.
  • Edit order shipping address: When a customer needs to update their shipping address, AI Agent verifies if the order is unfulfilled, confirms the new address with the customer, and updates it in Shopify accordingly.
  • Replace order item: AI Agent facilitates item replacements in orders by confirming the item to be removed and the new item to be added, checking stock availability, adjusting payments if necessary, and sending an updated order confirmation to the customer.
  • Reship order for free: In cases where an order is lost in transit or arrives damaged, AI Agent can duplicate and resend the order at no additional charge.
  • Remove order item: If a customer decides to remove an item from their order, AI Agent can handle the removal, restock the item in Shopify, process the refund for the removed item, and notify the customer of the updated order details.

Use case: A customer realizes they've entered an incorrect shipping address shortly after placing an order. They contact support, and AI Agent promptly verifies that the order is unfulfilled, confirms the correct address with the customer, updates the shipping information in Shopify, and sends a confirmation email—all without human intervention.

How it helps:

  • Automating routine order management tasks reduces the workload on human agents.
  • Quick and accurate responses to order modification requests lead to a better customer experience.
  • Automated processes ensure consistency and accuracy in handling order changes, reducing the likelihood of human error.
Screenshot of AI Agent Actions.
Using Gorgias’s AI Agent you can customize multiple Shopify actions with Gorgias.

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min read.

AI Quality Assurance: The New Standard for Customer Support QA

Help your CX team deliver better service with AI quality assurance for fair feedback and consistent customer support.
By Christelle Agustin
0 min read . By Christelle Agustin

TL;DR:

  • The landscape of QA is moving from manual to AI-powered, where AI can analyze every customer interaction, uncover patterns, and suggest data-driven changes at scale.
  • Automating QA allows ticket reviews to be routine. This means customers will always receive high-quality support.
  • Every customer interaction is reviewed with AI QA — not just a sample. This gives support leaders full visibility into performance and service quality.
  • AI QA saves time and improves agent and AI Agent feedback. By automating ticket reviews, agents receive instant, unbiased feedback, and leaders can focus on big-picture CX improvements.

This year, 71% of customer experience (CX) leaders are using AI and automation to handle the holiday shopping season. These tools, including AI agents and email autoresponders, speed up tasks like responding to customers and updating orders.

But answering tickets isn't enough. Responses must also be high-quality, whether from humans or AI. And while customer satisfaction (CSAT) is the standard measure of how successful these interactions are, they have major limits.

CSAT scores don’t tell the full story about whether agents were helpful or if they used on-brand language. These gray areas in quality lead to missed sales, higher return rates, and frustrated customers during peak periods.

AI quality assurance (QA) is changing that. In this article, we’ll see what QA looks like today, how AI can simplify the process, and how CX teams can use tools like Auto QA to improve quality across all conversations.

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Traditional customer support QA is falling by the wayside

Today, QA in customer support is a largely manual responsibility. Customer conversations are reviewed by CX team leads to ensure customer satisfaction and identify areas for agent coaching. Team leads evaluate agent responses against a checklist of best practices, including the proper use of language, product knowledge, consistency, and helpfulness.

However, reviewing tickets takes a long time.

QA is important, but it's hard to prioritize when customers are actively waiting for help with refunds, urgent order edits, or negative reviews. And when CX teams are under-resourced and short-staffed, it’s easy to put QA on the back burner. 

What’s more, as AI plays a bigger role in responding to customers, quality assurance must evolve to ensure the quality of AI-generated responses, not just human responses. 

Over time, the lack of QA in CX can hold back support teams for three reasons:

  1. Delayed feedback makes it harder for agents and AI tools to improve.
  2. Leaders have less time to train agents and refine workflows.
  3. Inconsistent service risks losing customer trust and loyalty.

What is AI-powered QA in CX?

AI-powered quality assurance (QA) uses AI to automate the process of reviewing customer interactions for resolution completeness, communication, language proficiency, and more. 

Instead of team leads spending hours manually sifting through tickets, AI takes over and evaluates how well tickets were resolved by agents.

Shifting this traditionally manual work to an automated process pulls teams out of the weeds and into more beneficial work like speaking to customers and upselling.

Manual vs. AI-powered QA
Manual QA is prone to inconsistent checks and fewer tickets reviewed compared to AI-powered QA.

With AI QA, routine ticket reviews are not just an optional part of your customer service strategy, they become a permanent part of it. The road to greater customer trust, resolution times, and stronger product knowledge becomes easier.

Read more: Why your strategy needs customer service quality assurance

Why choose AI-powered QA over manual QA? 

Manual QA is like trying to review a handful of tickets during a flood of new customer requests. Team leads can only focus on a small sample, leaving most interactions unchecked. Without complete visibility, creating a standard across all interactions is challenging.

Now, switch over to AI QA. You don’t have to choose between QA duty or answering tickets — QA checks are automatically done. You’ll still need to monitor AI’s performance, but now there’s more time to focus on creating strategies that improve the customer experience.

Here’s how AI QA and manual QA measure up to each other:

Feature

AI QA

Manual QA

Number of Tickets Reviewed

All tickets are reviewed automatically.

Only a small sample of tickets can be reviewed.

Speed of Reviews

Reviews are completed instantly after responses.

Reviews are time-consuming and delayed.

Consistency

Feedback is consistent and unbiased across all tickets.

Feedback varies depending on the reviewer.

Scalability

Scales, regardless of ticket volume.

Struggles to keep up with high ticket volumes.

Agent Feedback

Provides instant, actionable feedback for every resolved ticket.

Feedback is delayed and limited to a few cases.

Leader Advantage

Frees up leaders to train the team and improve workflows.

Disadvantageous, as leaders spend most time manually reviewing tickets.

7 benefits of using AI quality assurance in CX

AI quality assurance helps CX leaders move beyond manual reviews by offering fast, thorough insights into performance and customer needs. Here are seven key benefits it brings to your team.

1. Improved visibility into customer interactions

AI QA reviews every ticket, giving CX leaders a complete view of agent performance and customer trends. Nothing slips through the cracks, so you can act on real data each and every single time.

What the team wins: Key areas to focus on to improve the customer experience.

What the customer wins: A consistent support experience where their concerns are fully addressed.

2. Instantly identify major customer pain points

Only a third of customers highly trust businesses, and without QA checks in place, that trust only deteriorates.

AI QA feedback can highlight confusing policies or common product issues that lead to unhappy customers. With instant feedback, teams can quickly make changes and create better, consistent customer experiences.

What the team wins: Faster fixes for recurring issues.

What the customer wins: A smoother, frustration-free experience.

3. Faster identification of process gaps

Agents can receive feedback that instantly highlights gaps in workflows or unclear escalation steps. This is an efficient way to resolve issues within the wider team before they become more significant problems.

What the team wins: Process issues are solved quickly.

What the customer wins: Faster resolutions with little to no delays.

4. Standardized scoring for AI and human agents

AI QA evaluates both AI Agent and human agent interactions using the same criteria. This creates a level playing field and ensures all customer interactions meet the same quality standards.

What the team wins: Fair evaluations for both AI and human responses.

What the customer wins: High-quality support, no matter who handles the ticket.

5. More time for coaching and training

With less time spent on manual reviews, leaders can dedicate more energy to team development. Training sessions guided by AI insights help agents improve quickly and ensure the team delivers support that aligns with protocols.

What the team wins: More focused skill-building based on data.

What the customer wins: Clearer and more accurate support.

6. Drives continuous knowledge for the entire team

AI QA is helpful for showing agents which areas they need more training on, whether it's being better about using brand voice or polishing up on product knowledge. This leads to better support processes and stronger product understanding across the team.

What the team wins: Better support tactics and product expertise.

What the customer wins: Faster resolutions due to knowledgeable agents.

7. Enhanced customer experience through consistently high-quality support

Since all tickets are reviewed, teams can feel confident they’re delivering high-quality support on a regular basis. Customers get clear, helpful answers, while agents gain insights from every ticket with AI feedback.

What the team wins: Consistent support performance.

What the customer wins: Reliable support they can trust.

How accurate is AI QA?

AI QA analyzes tickets using predefined categories to evaluate how complete and helpful agent responses are. Let’s take a closer look at how it maintains accurate ticket reviews with an AI QA tool like Gorgias’s Auto QA.

It measures multiple metrics

Auto QA evaluates tickets based on three key areas: Resolution Completeness, Communication, and Language Proficiency.

For Resolution Completeness, it checks if all customer concerns were fully addressed. For example, if an agent resolves only one of two issues raised, the ticket is marked incomplete. Tickets where customers resolve issues on their own or don’t respond to follow-ups can still be graded as complete if handled appropriately.

Communication quality is scored on a scale of 1 to 5, assessing clarity, professionalism, and tone. Agents earn higher scores when they provide clear solutions and remain positive throughout the interaction.

Finally, Language Proficiency evaluates whether an agent displayed high proficiency in the language of the conversation. The score considers how well spelling, grammar, and syntax were employed.

Auto QA in action
Gorgias’s Auto QA scores agent responses based on communication and completeness.

Teams can improve AI with their own feedback

Auto QA isn’t set in stone. Team leads can expand on AI-generated feedback by adding their comments. For example, if a resolution is graded as ‘Incomplete,’ a team lead can explain why and provide additional context. This helps clarify the evaluation for the agent and also helps the AI model improve over time.

How to get started with AI quality assurance using Auto QA

Ready to bring the benefits of AI QA to your team? Here’s how to get started with Auto QA:

  1. Audit your current QA process to identify gaps. How do you currently review tickets? Pinpoint areas where manual QA falls short, such as inconsistent feedback or missed interactions.
  2. Pilot Auto QA with a small team. Introduce Auto QA to a small group of agents to test its impact. This allows you to find out how the new QA process fits into your workflow and how it affects agent performance.
  3. Use AI insights to refine processes. Analyze the feedback Auto QA provides to identify process gaps or recurring issues. Use these insights to update your workflow, improve training, and address root causes of customer pain points.
  4. Gradually scale adoption across the team. Once the pilot is successful, roll out Auto QA to more agents. Make sure everyone is trained on how to use its insights and integrate the tool into daily operations.
  5. Monitor and provide feedback to improve AI accuracy. Review Auto QA’s evaluations to ensure accuracy. Add manual feedback as needed to fine-tune its scoring on future tickets.
  6. Measure the impact on performance and satisfaction. Track key metrics like ticket close rates, resolution times, and customer satisfaction scores. Use this data to understand how Auto QA transforms your QA process and drives better results.

Make high-quality responses a standard with Auto QA

AI QA isn’t just about automating ticket reviews — it empowers CX leaders to focus on what truly matters: training and improving processes.

Leave spot-checking and inconsistent application of policies and brand voice in the past. As a built-in feature of Gorgias Automate, Auto QA makes high-quality customer interactions your brand’s standard. 

Book a demo now.

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

Further reading

What to Do After Black Friday: A Guide to Post-BFCM Planning

By Tina Donati
min read.
0 min read . By Tina Donati

TL;DR:

  • Reflect quickly: Analyze customer service metrics like CSAT, FRT, and ticket volume immediately after BFCM to identify what worked and what didn’t.
  • Optimize self-service: Update FAQs and help centers to address gaps revealed in BFCM support inquiries.
  • Streamline operations: Audit staffing, inventory, and fulfillment to avoid bottlenecks in future peak seasons.
  • Turn insights into action: Use BFCM data to set measurable goals and implement quick wins for success next year.

Nailing customer support during BFCM is all about staying ahead of the game and making smart moves—fast. 

But the real key to success lies in what you do when the rush is over. Treating BFCM as a learning opportunity allows you to refine your customer experience (CX) and set yourself up for an even better performance next year.

Without a plan for what to do after Black Friday, it’s easy to repeat mistakes or overlook key trends that could make all the difference next year.

In this article, we’ll share a simple framework to help you evaluate your BFCM performance and turn insights into actionable steps for long-term CX improvement.

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Key areas to review post-BFCM 

It’s best to reflect on key areas like customer service, tech performance, customer behavior, and operations right after BFCM versus waiting until late next year. 

By taking a closer look now, you can spot what worked, fix what didn’t, and start applying those insights to other big sales events throughout the year—not just BFCM. 

A little effort now = a lot of payoff later!

1. Customer service metrics: Where did your team shine (or struggle)?

By analyzing key metrics, you can identify what worked, where your team excelled, and what areas need improvement to better prepare for future busy seasons. Key metrics include:

  • Customer Satisfaction (CSAT): Gauge how happy customers were with their interactions. Look for trends in both positive and negative feedback to pinpoint what delighted or frustrated customers.
  • First Response Time (FRT): Assess if your team met expectations for quick responses during peak periods.
  • Average Resolution Time (ART): Evaluate how efficiently issues were resolved and whether there were any bottlenecks.
  • Contact Rate: Examine whether there was a surge in inquiries, and uncover why.
  • Net Promoter Score (NPS): Determine how likely customers are to recommend your brand post-BFCM.
  • Ticket Volume: Review peak times and common customer issues. This insight can help forecast future support needs and ensure your team is adequately prepared for high-demand events.

Tools like Gorgias’s Ticket Insights can reveal which issues—like discounts, shipping policies, or damaged orders—dominated your support tickets.

View the top 10 ticket field values used during a selected period and their evolution over time.
Monitor your top trending tickets during a time period. 

For a more comprehensive view, Gorgias’s Support Performance dashboard shows how customer service influenced sales, including tickets converted, conversion ratios, and total revenue. These insights are invaluable for understanding the connection between support efficiency and revenue growth.

View the number of tickets replied to, messages sent, and more under Support Performance Statistics.
Gorgias shows you how productive your team was at responding to tickets.

Brands like Obvi, a leading supplement company, have leveraged Gorgias to enhance their support strategies.

Obvi serves a large number of shoppers seeking pre-sales guidance to choose the right supplements. By using Gorgias’s Flows and Article Recommendations, they provide instant, automated answers to frequently asked questions directly within Chat.

Here’s how it works:

  • Flows offer shoppers a menu of common queries about products and shipping, providing fast answers to top concerns.
  • For more specific questions, Article Recommendations scan Obvi’s Help Center articles and share the most relevant answer. For example:some text
    • How do I mix Obvi collagen?
    • Is Obvi vegan?
    • Can I take collagen while pregnant?

Obvi uses Gorgias Automate to display a chat widget on their website
Obvi uses Gorgias’s Flows to automatically answer customers’ FAQs.

To fine-tune their approach, Obvi uses data from their tickets to identify recurring customer questions. By analyzing the gaps between their initial FAQs and real customer inquiries, they adjusted their automated responses to better meet customer needs.

Obvi's chat can automatically send article recommendations to customers, no agent required
Article Recommendations allows Obvi to give customers the most relevant articles to their questions.
“We thought we knew what our FAQs were, but data from Gorgias was incredibly insightful to understand which FAQs to automate. That's one reason it's really valuable to have our Helpdesk tickets and automation features in one tool.”

— Ron Shah, CEO and Co-founder at Obvi

2. Technical performance: Did your tools hold up under pressure?

While marketing efforts often steal the spotlight, savvy brands know that backend systems are the unsung heroes of Black Friday and Cyber Monday. 

Start by auditing critical areas such as platform downtime, checkout errors, or slow response times. These issues not only frustrate shoppers but can also lead to lost revenue and customer loyalty during your busiest shopping days of the year.

Next, evaluate how well your tools were able to manage peak volumes. Did your helpdesk, CRM, and ecommerce platforms work seamlessly together, or were there gaps in your integrations?

If switching between platforms slowed your team down or caused data silos, consider streamlining your tech stack with an all-in-one CX solution.

For example, platforms like Gorgias enable CX teams to consolidate support, sales, and automation into a single tool. Gorgias combines Helpdesk and Automate to resolve customer issues efficiently, while Convert supports upselling and increasing customer lifetime value.

A streamlined, integrated platform not only boosts efficiency but also helps your CX team focus on what matters most: delivering exceptional customer experiences.

3. Customer trends and behavior: What did your shoppers really want?

Start by reviewing product demand, buying patterns, and cart-building behaviors. Were there any unexpected customer needs or shifts in preferences? Identifying these trends can help you refine your inventory planning, marketing strategies, and product offerings.

For example, here’s a detailed breakdown of what to look for:

Product demand shifts

Use these insights to adjust inventory planning for future campaigns. Ensure you have sufficient stock of trending products and create promotional bundles for underperforming items.

  • Which products outperformed expectations? Were they planned bestsellers or surprise hits?
  • Did slow-moving products unexpectedly gain traction, or did top-sellers underperform?

Cart-building behaviors

Tailor future cart-building promotions to encourage higher Average Order Value (AOV). For instance, highlight complementary products or offer discounts on bundles.

  • Did customers prefer individual purchases, or did bundling promotions drive higher AOV?
  • Were there abandoned cart trends tied to specific products or price thresholds?

Unexpected customer needs

Incorporate these suggestions into your product development or cross-sell strategies. Highlight related products in future campaigns to meet these emerging needs.

  • Did reviews or support tickets indicate demand for features, colors, or sizes you didn’t offer?
  • Were there inquiries about add-on products or product pairing ideas?

Self-serve helpfulness

If you have an FAQ page or Help Center, evaluate how well it performed. Did customers find the information they needed, or did they still open tickets for common questions? 

Metrics like Article Views, Number of Searches, and Click-Through Rates can show how effectively your self-service resources meet customer needs. 

If customers contact support for information already in your Help Center, it may indicate unclear articles or poor visibility of resources. This means you should rewrite unclear articles, optimize search terms, and ensure Help Center links are prominently displayed across your website and emails.

4. Operational challenges: Where did the stress show up most?

BFCM is a stress test for your operations, and reflecting on how well your systems handled the surge can help you uncover critical areas for improvement. 

Staffing

Start by reviewing your staffing during peak periods. Did your customer service and warehouse teams feel overwhelmed, or were they adequately supported? 

Questions to Ask:

  • Were there enough team members to handle the workload?
  • Did customer service or warehouse teams experience burnout or delays?

Next Steps:

  • Plan staffing schedules around peak demand forecasts.
  • Cross-train employees to cover high-pressure roles, such as fulfillment or customer support.
  • Offer incentives, like performance bonuses, to encourage seasonal staff retention.

Preparing your team with a more flexible schedule and extra resources for high-demand areas can make all the difference.

Order fulfillment

If order fulfillment workflows slowed down or became error-prone, it may be time to optimize your processes.

Questions to Ask:

  • Were there delays in shipping or errors in packaging?
  • Did order accuracy or speed decline as volumes increased?

Next Steps:

  • Audit fulfillment workflows to identify slow or repetitive steps.
  • Invest in automation for picking, packing, and shipping processes.
  • Partner with a third-party logistics (3PL) provider if in-house capacity was overwhelmed.

Inventory management

Stockouts or overstock situations during BFCM can directly impact both sales and customer satisfaction.

Questions to Ask:

  • Did stockouts or overstock situations impact your Black Friday sales?
  • Was inventory tracking accurate during the busiest days?

Next Steps:

  • Implement real-time inventory tracking to reduce discrepancies.
  • Use demand planning software to improve forecasting for top-selling products.
  • Bundle slow-moving inventory with bestsellers in future holiday deals to avoid overstock.

Operational challenges often have a ripple effect on customer experience. By reflecting on these areas—staffing, fulfillment, and inventory—you can identify actionable improvements that streamline operations and create a smoother experience for both your team and your customers.

Building a CX improvement plan post-BFCM

Once you've reviewed the key areas of your BFCM performance, the next step is turning those insights into actionable strategies. Here’s how to build a CX improvement plan that sets you up for long-term success.

Step 1: Document lessons learned before they’re forgotten

Start by centralizing everything you’ve uncovered from your retro. 

Use collaborative tools like Notion, Google Docs, or Trello to organize insights across customer service, tech performance, and operations. 

And don’t just focus on observations—highlight actionable takeaways. For example, instead of noting “high contact rates,” document the underlying causes, like gaps in FAQs or unclear return policies.

If you’re feeling overwhelmed by the volume of data, let AI do the heavy lifting. Use prompts like these to quickly spot patterns:

  • “Analyze the common themes in this ticket data and summarize the top three trends.”
  • “Identify recurring customer complaints and suggest improvements to address them.”
  • “Provide recommendations to optimize self-service options based on this dataset.”

AI tools can save you time and ensure nothing slips through the cracks as you plan your next steps.

Step 2: Tackle your biggest support pain points

Analyzing challenges in your CX processes can reveal quick wins and long-term improvements. Here are a few common support pain points and how to address them:

High Contact Rates

A surge in customer inquiries often signals that self-service options aren’t meeting expectations.

Solution: Add or update tools like chat widgets, Help Centers, and post-purchase emails to proactively answer common questions.

Inconsistent Response Times

This usually points to workflow inefficiencies or a lack of team bandwidth.

Solution: Use automation to prioritize urgent tickets, deflect repetitive inquiries, and ensure smoother workflows.

Low CSAT Scores

Frustration with slow resolutions or insufficient empathy often leads to poor satisfaction ratings.

Solution: Invest in empathy training and implement faster resolution strategies, like automating FAQs or integrating sentiment detection tools to flag unhappy customers.

AI Escalation Issues

While tools like Gorgias’s AI Agent can streamline support, improper setup can lead to automation loops that frustrate customers.

Solution: Define rules for when AI should escalate to a human, feed it more comprehensive data (like updated Help Center articles), and set boundaries for topics it shouldn’t handle.

Poor service snowball effect
Whether your support team is underwhelmed or overwhelmed, the end result is poor customer service.

For example, even with the efficiency provided by their Helpdesk, Obvi found Black Friday and Cyber Monday to be a hectic and stressful period for their small customer support team—just one full-time agent and half of another team member’s time. 

The influx of customer inquiries made it difficult to focus on more complex tickets that could save sales from unhappy customers or convert inquiries into purchases. Instead, their team was bogged down by thousands of repetitive questions, like Where is my order?

Automating answers to repetitive questions gave the Obvi team the room to focus on personalized and revenue-driving customer interactions, like engaging with their community of 75,000 women.

“Instantly, our CX team had time to prioritize important matters, like being active in our community of 75,000 women instead of sitting answering emails.”

—Ron Shah, CEO and Co-founder at Obvi

The extra bandwidth helped Obvi drive over 3x the purchases from support conversations compared to previous years. Automate also enabled their team to reach inbox zero by 6 pm—during Black Friday week!

By automating 27% of their inquiries, they not only improved their response times but also handled over 150 tickets daily with just 1.5 agents, driving 10x more sales during BFCM

Step 3: Focus on quick wins that deliver big impact

Even the smallest changes can deliver a big impact. 

For example, update FAQs based on ticket trends or refine chat flows to reduce repetitive questions. Consolidating your CX tools into an omnichannel helpdesk like Gorgias can also reduce agent workload while delivering consistent customer experiences.

Repetitive inquiries—like shipping updates, return questions, or product FAQs—don’t need to consume your team’s time. Automating these workflows can significantly lighten your team’s load while keeping response times quick.

Gorgias users, for example, can automate up to 60% of support tickets with tools like AI Agent, enabling teams to focus on higher-value interactions. 

Quick wins aren’t just about streamlining support—they can also drive measurable results. 

For instance, Pajar, a footwear brand, leverages AI Agent to handle common inquiries in English and French. While this is a feature they use year-round, it’s handy during holiday shopping seasons when support teams are under pressure to respond quickly.

AI Agent is a conversational assistant that answers support tickets

AI Agent is a conversational support assistant that can answer and resolve customer inquiries.

This freed up their small team of five agents to focus on complex tickets, achieving impressive results:

  • Resolved 45% of queries with automation, surpassing their 30% goal.
  • Reduced first response times to just 12 minutes.
  • Maintained high satisfaction scores by delivering timely, accurate responses.

With tools like AI Agent and Sentiment Detection, you can automate prioritization for tickets—such as flagging urgent issues or unhappy customers—while still maintaining a personal touch.

Step 4: Level up training and leverage your team’s tools

Peak season often highlights gaps in both team training and CX tools. Addressing these areas not only improves your team’s ability to handle high-pressure situations but also fosters a stronger customer-first mindset across your organization.

Start by leveraging the feedback you’ve collected. Your team has so much data they can review between channels like email, SMS, chat, and social media—both compliments and complaints. You need to be willing to listen to every customer’s needs.

At Love Wellness, customer feedback is treated as a daily priority. 

The team has a dedicated Slack channel for feedback, where team members regularly drop insights from all touchpoints. This collaborative approach helps them get familiar with recurring themes, dissect customer needs, and work together on solutions. 

Love Wellness shares feedback on their team Slack
Love Wellness made a customer feedback channel to highlight positive customer reviews.

The Love Wellness team recommends scheduling recurring feedback share sessions with Product or Website teams—or even inviting those teams into Gorgias to create dedicated views for feedback categories like product improvements or website issues.

Beyond tools and processes, training is crucial. Their team also emphasizes the importance of fostering a customer-first mindset at all levels:

Customer service is one of the main ways they build trust with customers, especially in the personal care and women’s health niche. That’s why the Love Wellness team created an immersive customer experience training program that involves everyone—from the company's president to its office manager.

This holistic approach ensures that every team member, regardless of their role, understands the company’s purpose and how their actions contribute to a seamless customer experience. 

Step 5: Prove the ROI of CX to get more resources

Your customer support team isn’t just there to clear tickets—it’s a key driver of revenue, retention, and customer lifetime value (CLV). Yet, too many teams measure success based solely on metrics like response and resolution times. While these are important, they’re only part of the story.

As Zoe Kahn, Manager of Customer Experience and Retention at Chomps, explains:

“Aiming for overly broad goals of ‘surprising and delighting’ customers without a real understanding of how support impacts the whole customer journey or business ROI is a common pitfall. Customer experience, largely driven by the support team, touches every stage of the journey—from pre-sales to post-sales—and directly influences more sales and loyalty.”

To demonstrate CX’s value, it’s crucial to track metrics that reflect your team’s true impact on the business. For example:

  • Customer Retention Rate (CRR): How well does your team retain customers over time?
  • CSAT Scores: Are your customers satisfied enough to return or recommend your brand?
  • Revenue From Support Conversations: How many sales are driven by proactive or reactive support interactions?

By focusing on these KPIs, you’ll incentivize your support team to go beyond answering questions and actively contribute to business goals. This could include suggesting products during conversations, encouraging happy customers to leave reviews, or proactively addressing issues that lead to churn.

Revenue Statistics
See how many customer support tickets turned into online sales with the Revenue Statistics dashboard.

Teams using Gorgias have even greater opportunities to prove ROI through tools like the Revenue Statistics dashboard, which tracks metrics like tickets converted into sales, conversion rates, and total revenue driven by support interactions.

“Without knowing how much money your customer experience (CX) drives, you’ll never fully understand your impact on the business or have the data needed to advocate for more resources from leadership.”

— Zoe Kahn, Chomps

Set smarter goals next year

The best way to close out your post-BFCM retro is by setting clear, measurable goals for next year. Use this year’s insights to create actionable targets that enhance your customer support and CX strategy:

  • Reduce ticket volume: Implement or improve self-service options like FAQs, chatbots, and Help Centers.
  • Decrease response and resolution times: Optimize workflows, invest in automation, or plan for better staffing during peak periods.
  • Boost CSAT: Address recurring customer pain points, streamline support processes, and train your team to deliver more empathetic, effective service.

Tools like Gorgias make it easier to turn these goals into reality. With powerful automation, integrated insights, and scalable support solutions, you can transform this year’s lessons into meaningful, lasting improvements.

Start planning now to make next year’s BFCM your smoothest—and most successful—yet!

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How We Keep Talent Density High and Impact Higher at Gorgias

By Adeline Bodemer
min read.
0 min read . By Adeline Bodemer

TL;DR:

  • High talent density means a team where every member is highly skilled and performs at their peak. This creates a positive ripple effect, where talented individuals enhance each other's effectiveness and drive overall success.
  • Gorgias maintains high talent density by following three pillars: hire great talent, part ways with non-performers, and nurture your talent pool.
  • Train managers to share 100% honest feedback with direct reports. Honest feedback, performance improvement plans, and fair severance ensure a respectful and constructive approach to managing team dynamics.
  • Measure talent density with key metrics. These include performance scores over time, cross-evaluation reviews, regrettable attrition rates, and transparent promotions to ensure fairness and improvement.

At Gorgias, we’ve embraced the concept of high talent density, introduced by Netflix co-founder and CEO Reed Hastings in No Rules Rules, as a foundation of how we operate. The idea is simple: a team is at its best when every member is highly skilled and performing at their peak.

I’ll walk you through exactly how we’ve built a workplace that prioritizes talent density by breaking down what the concept means, how it shapes our hiring process, and how we keep Gorgias a rewarding environment to grow in.

What is high talent density?

High talent density refers to having a team where each member is highly skilled and performs at their best. When a group consists of top performers, their collective effectiveness increases. Hastings notes, "Talented people make one another more effective."

For example, in a team of five exceptional employees, each individual's high performance elevates the group's overall success. If there is even one underperformer, a team's effectiveness decreases by 30 to 40 percent.

The three pillars of high talent density

We follow three pillars to maintain and grow high talent density. These pillars guide how we build and sustain a team of exceptional performers at Gorgias.

  1. Hire Great Talent: We look for people who excel in their roles today and show the potential to grow with the company in the future.
  2. Part Ways with Non-Performers: We prioritize honest feedback and offer support for improvement, but we’re not afraid to make changes when necessary.
  3. Nurture Your Talent Pool: We invest in our team’s development, ensuring everyone has the tools and opportunities to succeed as the company grows.

To bring this to life, we’ll use an analogy of colors to represent different types of performers in our talent pool:

Diagram of the 3 pillars of high talent density pillars
At Gorgias, our talent pool consists of great talents (dark green circles), performers (light green), underperformers (pink), and non-performers (red).

Let’s take a closer look at how we practice each of these pillars below.

Pillar #1: Hire great talents

Every manager wants to hire someone exceptional, but even with the best intentions, it doesn’t always work out.

To clarify, we’re looking for someone great to do the job now but has the potential to grow and stay strong as the company evolves. 

Here’s how we approach it.

Pay well (i.e. transparently and competitively)

Let’s be upfront: great talent often comes with a higher price tag. 

The first step in building high talent density is offering competitive pay. Exceptional people expect to be compensated for their contributions, and rightly so.

A single outstanding hire, even if paid 50% more than two average employees, often delivers far greater results. 

This is especially true in creative roles, where the impact of a single talent can be worth that of several others. It’s certainly not easy to prioritize compensation when resources are tight, but talented people are an investment — and talent is usually expensive.

Related: How we built an international SAAS salary calculator for our distributed team

Focus on sourcing, not just applicants

Great candidates don’t always come knocking on your door. The best talent is often already employed, not actively looking for a new role. 

To hire the best, we go beyond applications and invest heavily in proactive sourcing.

Use a structured recruiting playbook

At Gorgias, we rely on scorecards and standardized feedback forms to assess every applicant fairly and thoroughly. We also include role-specific assessments or assignments as part of the process. 

While some argue that take-home tasks are no longer standard, we’ve found them invaluable. A strong interview doesn’t always translate into strong performance, and these assignments often reveal critical insights into a candidate’s true capabilities.

Referrals are another piece of the puzzle. A-players tend to know and recommend other A-players. While leveraging referrals, we also keep a close eye on maintaining diversity to make sure everyone gets the same chance.

Pillar #2: Part ways with non-performers

Regularly assess your talent pool

Performance isn’t static. Someone who was a top performer last year might not meet expectations today, especially as the company grows and their role evolves.

To stay objective, we pair performance reviews with bi-yearly cross-evaluation talent reviews. Cross-evaluations provide a broader perspective, helping managers see beyond potential biases and assess whether a top talent has changed in performance quality.

These regular evaluations ensure we’re always aware of who is meeting expectations and who may need support or a more difficult conversation.

Enforce honest feedback with your managers

While Netflix's philosophy is to immediately separate with employees when they underperform, we believe in a more empathetic approach that follows our company’s core value of being 100% honest.

At Gorgias, we train managers to deliver clear, actionable feedback so team members always know where they stand and how they can improve. To us, honesty means being thoughtful, encouraging, and focused on helping people grow. 

We also use Performance Improvement Plans (PIPs) as a tool for growth. We don’t simply view them as compliance tools, but as opportunities for employees to get back on their feet. In fact, 50% of our PIPs result in team members regaining performance.

Provide fair and generous severance packages

Sometimes, despite feedback and coaching, parting ways becomes the best option for both the employee and company. When that happens, we believe in making the transition as respectful and fair as possible.

Offering a strong severance package not only supports employees during their transition but also empowers managers to make tough decisions confidently. It reflects our shared responsibility and ensures we treat people with dignity, even when their time with us comes to an end.

Pillar #3: Nurture your talent pool

Help talent grow alongside the company

When a company grows, employees need to match that pace to keep delivering at a high level. This requires consistent learning and development to meet the challenges of each new stage.

Growth doesn’t happen by accident. As Daniel Coyle explains in The Talent Code, greatness isn’t born; it’s grown through “deep practice.”

To encourage growth, Gorgias managers hold career conversations every six weeks, focusing on the “3Es”: education, exposure, and experience. These discussions identify growth areas, leverage networks, and clarify the steps team members can take to excel.

We also reward our top performers with opportunities beyond financial incentives. From double learning stipends to travel experiences and executive mentorships, these rewards keep our “dark green” talents motivated and engaged.

Read more: Why we don’t increase salaries based on performance

Cultivate a positive and collaborative environment

In the pursuit of high talent density, results are important, but so is maintaining a positive, team-oriented environment.

A top performer with a toxic attitude can harm the environment you’re working hard to build. For that reason, we hire and nurture people who align with our values, show respect for others, and contribute to a collaborative culture. Both the what (talented employees) and the how (exemplary behavior) matter. 

Implement pressure management programs

I believe this is one of the toughest topics when it comes to talent management.

Top performers are eager to work hard and prove their worth. Oftentimes, they approach work intensely and passionately. However, too much intensity can lead to exhaustion. And, of course, tired employees can’t deliver well.

That’s why managing pressure is crucial to maintaining high talent density. Introducing programs and initiatives that support the well-being of your employees helps prevent stress and burnout.

We take a tailored approach to prevent burnout, recognizing that one size doesn’t fit all. Having strong management training and great HRBPs (HR Business Partners) are the most impactful pieces. They help uncover the underlying issues of burnout: lack of vacation time, heavy workload, personal challenges, or misalignment.

Once the issues are clear, we provide the right tools to help. This could include coaching, training, enhanced benefits, or adjusted workloads.

How we measure, refine, and design our talent pool

We use specific metrics to gain insights into the effectiveness of our talent management strategies and refine our approach as needed.

Here are the metrics we track to evaluate talent density:

  1. Performance scores over time: We track average performance scores across the company (excluding new hires) to monitor overall talent density.
  2. Cross-evaluation reviews: Our biannual talent reviews include cross-evaluations, introducing variables like leadership, learning agility, and drive to ensure a holistic assessment.
  3. Regrettable attrition rate: We analyze turnover rates to identify potential issues and address them proactively.
  4. Transparent promotions: We’ve developed a promotion process that prioritizes fairness and merit. Managers must document and justify promotions, holding them accountable for consistency and equity.

By regularly tracking these metrics, we can see where we may be falling short — whether that’s being slow to part ways with low performers, struggling to attract great talent, or losing top performers unnecessarily.

Building strong organizational design

The ultimate goal of having strong talent density is to build a well-performing organization.

After each talent review, HRBPs will work hand in hand with managers to refine the organizational chart. They identify opportunities for improvement, such as promoting top talent, adjusting scopes of responsibility, or making changes to strengthen the team.

Ultimately, you should always make sure that your top performers are leading the most critical and top-priority initiatives.

Before prioritizing high talent density, your org may be keeping low performers. After following the three pillars of high talent density, your org will be saturated with top performers.

A personal note on the journey to high talent density

In my role as VP of People at Gorgias, I’ve seen how fast growth fuels the resources and opportunities needed to attract and develop exceptional talent. High performers thrive in environments with big goals and fast results, but it’s up to us to create the right conditions for them to succeed.

Sustaining high talent density takes dedication and humility. It means holding ourselves to high standards while being transparent. While we’ve made great strides, there’s always more to learn and refine.

As we continue this journey, let us remain humble, acknowledging that there is always room for growth and improvement.

How 10 Brands Transformed Customer Support Into Revenue in 2024

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

TL;DR:

  • Support automation cuts resolution times and saves brands thousands. Dr. Bronner's and LSKD automated 40–45% of tickets, saving $100K annually and cutting resolution times to just over a minute.
  • Phone support is a profitable yet underutilized support channel. Obvi boosted revenue by $22K in 2 months using phone support alongside Gorgias for upselling and subscription retention.
  • Automating returns results in new sales and cost savings. Rumpl recouped $8K in return fees with automated returns, while Pajar resolved tickets in 12 minutes using bilingual AI support.
  • App integrations enhance the customer experience. Shopify, Aircall, and Loop Returns integrations helped brands like Jonas Paul Eyewear slash response times by 96% during peak seasons.

Scaling great customer support is often seen as a challenge, especially when ticket volumes climb and customer expectations rise. But for CX leads and executives, it’s essential to recognize that support isn’t just a cost center — it’s a profit driver. Exceptional customer support builds loyalty, drives repeat business, and creates upselling opportunities, directly boosting revenue.

That’s where Gorgias comes in. In this blog, we’ll show you how brands like Rumpl, TalentPop, Stylest, and Baby Gold have turned their support challenges into measurable wins with the power of automation and smart tools.

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1. Obvi boosted revenue by $22,000 in just 2 months with Gorgias and phone support

Obvi was leaving money on the table. Without phone support, they faced challenges like subscription drop-offs and missed upsell opportunities. Voice as a support channel wasn’t on their radar, so valuable revenue streams slipped through the cracks. Plus, they lacked a proactive strategy to retain subscriptions.

By integrating Gorgias’ omnichannel support tech, Obvi transformed their customer experience. They introduced a personalized, phone-based support system tailored to upselling and subscription retention, and partnered with Aventus’ Learning Management System (ALMS) to give their agents expert training.

The result? 

A customer support system that delivered exceptional service while boosting revenue.

Results achieved:

  • Saved 271 subscription orders, equalling $21,244 in revenue.
  • Achieved an average of 20+ upsells per week.
  • Enhanced customer satisfaction and retention through personalized interactions.

With Gorgias and phone support, Obvi unlocked the potential of voice to grow their business and deepen customer loyalty.

2. Jonas Paul Eyewear slashed response times by 96% with AI Agent

During peak seasons like back-to-school, Jonas Paul Eyewear struggled to keep up with the sheer volume of customer inquiries. The small customer care team was overwhelmed with repetitive questions, leading to slower response times and increased stress. They needed an efficient solution to handle the increased load while maintaining excellent service.

By partnering with Gorgias, Jonas Paul Eyewear transformed their customer service operations. The AI Agent automated responses to common queries like prescription details and return policies, freeing up their team to focus on more complex issues. 

An integration with Aircall allowed agents to handle phone calls directly within Gorgias, with access to customer interaction history and Shopify data. A Klaviyo integration streamlined inquiries related to home try-on kits and orders. Together, these tools created a customer-focused experience.

Results achieved:

  • Despite a 28% increase in tickets, the team reduced first response time by 96%.
  • AI Agent influenced $600 in sales in a single month, nearly doubling its $360/month cost.
  • Automated over 30% of support volume, eliminating the need for temporary staff during busy periods.
"With faster responses and more proactive support through AI, we are seeing happier customers, which obviously translates into more retention and more brand loyalty. Overall with the improvement in first response time, we've really seen an uptick in customer satisfaction and less of an escalation in tickets."

—Lynsay Schrader, Lab and Customer Service Senior Manager at Jonas Paul Eyewear

3. Dr. Bronner’s saved $100K annually by automating 45% of customer interactions

As Dr. Bronner's business grew, so did their customer support challenges. The limitations of their previous system, Salesforce, made it difficult for their small customer experience (CX) team to handle increasing inquiries, especially repetitive questions. As a result, customers experienced longer response times, and the brand needed a more effective solution.

By switching to Gorgias, Dr. Bronner's transformed their customer support operations. They implemented the AI Agent to automate routine inquiries, allowing their team to focus on more complex, personalized interactions.

The addition of a comprehensive Help Center empowered customers to find answers independently. At the same time, integrations with Shopify, Aircall, and Loop Returns streamlined the management of orders, returns, and voice communications — all within a single platform.

Results achieved:

  • Saved $100,000 annually by replacing Salesforce, reducing licensing and development costs.
  • Automated over 45% of customer interactions within two months.
  • Increased customer satisfaction scores by 11% through faster responses and personalized service.
  • Reduced resolution time by 74%, enabling the team to address inquiries more effectively.
Dr. Bronner's help center
Dr. Bronner's Help Center
"Our CX team is small, which is why leaning into automation was so crucial for us. We were really at a turning point at the beginning of the year, and we knew that we had to make a change. We had to make our tools work for us, not against us. Gorgias was a huge opportunity, and we decided to jump in head first. Within the first 30 days, we were able to automate 30% of customer interactions and are now up to 45%."

—Emily McEnany, Senior CX Manager at Dr. Bronner’s

4. Pajar automated 45% of tickets to cut response times from days to minutes

Peak seasons like winter, Black Friday, and Cyber Monday brought immense pressure to Pajar’s small customer service team of five agents. With high ticket volumes and a bilingual customer base (English and French), maintaining quick response times and delivering excellent service became a major challenge. They needed a solution to streamline operations and keep their customers happy.

Partnering with Gorgias proved to be a game-changer. Pajar implemented the AI Agent to handle common inquiries in both English and French, freeing their team to focus on complex tickets. Automation reduced repetitive tasks, improving team efficiency, while Gorgias’ 30-in-30 onboarding program helped them quickly hit their automation goals.

Results achieved:

  • Surpassed their 30% goal by fully resolving 45% of queries with automation.
  • Achieved a first response time of just 12 minutes and 15 seconds, and a resolution time of 1 day and 20 hours.
  • Maintained high satisfaction scores by delivering timely, accurate responses in English and French.
Pajar uses Gorgias Automate to automate frequently asked questions on their website
Pajar uses Gorgias Automate to automate theanswers to their most common questions.
"We were nervous to get started at first, but as soon as we had the implementation call it was a huge weight off of our shoulders — we knew it was going to be great. And we were right. The first day we turned it on, we started seeing results right away."

—Noémie Rousseau, Customer Service Manager at Pajar

5. LSKD tripled email automation and boosted customer satisfaction with AI Agent

LSKD, a popular Australian activewear brand, struggled to keep up with a high volume of customer inquiries during peak periods. Their previous system couldn’t handle repetitive queries efficiently, leading to slower response times and an overburdened support team. To maintain their commitment to excellent customer service, they needed a smarter solution.

Gorgias delivered. By implementing the AI Agent, LSKD automated responses to common questions, enabling their team to focus on complex, high-value interactions. Automation streamlined workflows, reducing manual tasks, while integration with Shopify provided instant access to customer order data. LSKD could respond faster and more accurately, improving the overall customer experience.

Results achieved:

  • Automated 40% of tickets overall with Gorgias Automate.
  • Reduced first response time from 1 day 2 hours to 1 minute and 2 seconds.
  • Reduced resolution time from 1 day 19 hours to 1 minute and 8 seconds.
How LSKD tripled email automation rate with AI Agent
LSKD tripled their email automation rate by using AI Agent.
"Gorgias AI Agent is going to be a game-changer for us during BFCM. With the ability to provide immediate, personalized responses, we’re confident it will not only reduce the volume of repetitive inquiries but also ensure our community feels supported during the busiest time of the year.”

—Kailey Burton, Community Experience Head Coach at LSKD 

6. Baby Gold automated 20% of emails and cut resolution time down to 1 minute 4 seconds

Baby Gold, a jewelry brand known for its personalized pieces, faced growing challenges in meeting customer demands for quick and efficient support. Their existing customer service system lacked the automation needed to manage repetitive inquiries, leading to slower response times and an increased workload for their team. 

They needed a solution to improve efficiency and meet customer expectations for rapid assistance.

AI Agent autonomously resolved customer email tickets by learning the brand’s unique policies and voice while automation reduced manual tasks. Easy integration with their existing systems provided agents with instant access to customer data, enabling quicker, more accurate responses and improving overall efficiency.

Results achieved:

  • Achieved a 20% email automation rate after joining the AI Agent Beta program.
  • Reached a first response time of 49 seconds and a resolution time of 1 minute and 4 seconds.
  • Answered 1,361 tickets within two weeks.
"I feel that nowadays, people expect quick responses and rapid assistance. AI and tools such as AI Agent are perfect to meet these expectations."

—Sindi Melgar, Customer Service Manager at Baby Gold

7. Psycho Bunny answers tickets 10x faster with AI Agent

Psycho Bunny, a bold menswear brand known for its edgy take on classic styles, faced a challenge: how to maintain a stellar customer experience while scaling their multi-million dollar business. With a focus on improving key performance indicators (KPIs) and customer satisfaction (CSAT), they needed a solution to boost efficiency without adding to their customer support team’s workload.

Psycho Bunny implemented AI Agent to handle routine customer inquiries, such as order status, returns, and exchanges, freeing up human agents to focus on more complex, high-value interactions. 

With automation managing 26% of tickets and integration with existing systems, Gorgias provided the tools to streamline operations and deliver exceptional service, all from one unified platform.

Results achieved:

  • Resolved 26% of customer tickets through AI Agent.
  • Reduced first response time by 99.8% and resolution time by 99.4%.
  • Queries are answered 10x faster than the team average thanks to AI Agent, with a 4.67 CSAT score.
"I already love Gorgias because its email and chat capabilities are ahead of the competition, so I trust Gorgias to also build the best AI agent. And having all our CX tools within the same system is important — I don’t want yet another dashboard to check."

—Tosha Moyer, Senior Customer Experience Manager at Psycho Bunny

8. Stylest achieved a 35.56% conversion rate with Gorgias Convert

Stylest, a swimwear brand, set its sights on a big goal: to boost visitor engagement and convert more casual browsers into loyal customers. They wanted to increase sales and highlight their best-selling styles while providing an enjoyable shopping experience.

To achieve this, Stylest partnered with ECOM DEPARTMENT and implemented Gorgias Convert, an onsite marketing tool designed to optimize customer interactions and drive conversions. With Convert, they launched targeted campaigns that effectively guided visitors toward completing their purchases without disrupting the shopping experience.

Results achieved:

  • Achieved an impressive 35.56% conversion rate through exit intent campaigns.
  • Campaigns contributed to a 20% lift in Average Order Value (AOV) revenue.
  • Over 90 days, campaigns influenced 3% of total revenue, with a peak impact of 18%.

9. TalentPop expanded its customer base by 410 clients through a strategic partnership with Gorgias

TalentPop, a customer service management agency serving ecommerce brands, set out to expand its client base and elevate its service offerings. To achieve these goals, they needed a partner that could align with their go-to-market strategies, provide innovative tools, and help attract new business.

TalentPop tapped into Gorgias’ robust platform and co-selling initiatives to acquire mutual customers.

They received tailored guidance to plan forward-thinking strategies, looking 1–2 years ahead, while maintaining a high standard of service delivery. Access to essential tools and operational support allowed TalentPop to streamline processes, boost efficiency, and increase revenue from customer support services.

Results achieved:

  • Acquired 410 mutual customers through effective co-selling efforts.
  • Perfectly aligned go-to-market strategies with Gorgias, critical for winning key accounts.
  • Helped their client Silky Gem to automate 40% of 5,000 monthly tickets.
"Gorgias has been instrumental in TalentPop’s growth from the start of our partnership. They have provided key prospect opportunities, supported us in winning accounts, and invested in TalentPop by bringing on best-in-class customer service agents to support their teams."

—Olivia Parker, Senior Partnerships Manager at TalentPop

10. Rumpl recouped $8,000 in return fees and achieved 4.89 CSAT

Rumpl’s manual, 3PL-dependent returns process was time-consuming and inefficient, with resolutions taking 2–3 weeks. A reliance on shared Excel sheets created operational bottlenecks during busy periods and frustrated customers.

By integrating Loop Returns with Gorgias, Rumpl automated and streamlined their returns process. Customers could manage returns and exchanges via an automated portal in the Gorgias chat widget. Self-service tools and automated communications reduced manual workloads, while centralized support within Gorgias improved efficiency and visibility.

Results achieved:

  • Cut first resolution time by 39% with automation.
  • Recouped $8,000 in return fees by converting 31.4% of returned revenue into exchanges or store credit.
  • Boosted CSAT to 4.89 by delivering quicker, more efficient service.
"The Gorgias/Loop integration has been really useful for us. Being able to view return info in Gorgias, then open that return in Loop with one click, makes it super easy to navigate and resolve any issues the customer might have."

—Jacob Cantu, Senior Customer & People Experience Manager at Rumpl

Turn customer support into your brand’s growth engine

Great customer support goes beyond answering questions. It involves building trust, driving loyalty, and turning everyday interactions into opportunities for growth. From streamlining returns to automating repetitive tasks, brands like Rumpl, TalentPop, Stylest, and Baby Gold show how the right tools can transform support into a revenue-driving powerhouse. 

With Gorgias, you can work smarter, resolve issues faster, and create exceptional experiences that keep your customers coming back.

Want to see how Gorgias can help you scale your support and grow your business? Book a demo today and discover the tools that will take your customer experience to the next level.

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AI Tone of Voice: Tips for On-Brand Customer Communication

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

TL;DR:

  • Tone of voice builds trust. A consistent tone of voice helps create personal connections with customers and builds trust in your brand, even when using AI.
  • Analyze your brand's personality to find your tone. Review customer conversations, website copy, and marketing materials.
  • AI can mimic brand voice by learning your data. This data includes your brand’s help docs, internal guidebooks, macros, and brand guidelines.
  • Keeping AI on-brand requires regular training. Audit your brand voice, set guidance, and monitor responses to keep your AI accurate.

Tone of voice — and a strong brand personality — have become essential components of exceptional customer service. 

As many brands introduce AI to automate customer service interactions, the challenge of ensuring that AI is helpful looms. Part of that helpfulness means speaking to customers in a way that connects with them, not alienates them.

That’s why implementing AI that uses your brand’s signature tone of voice has never been so important.

This post will explore why tone of voice matters in customer service and provide insights on how AI can effectively replicate brand voice, with tips on implementing it successfully. 

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Why tone of voice matters in customer service

Through a customer service lens, tone of voice is the style, word choice, and general vibe of how your brand speaks when it communicates with customers. Tone of voice is one of the key components of brand identity, so the tone of voice a support team uses will always align with its greater brand.

According to Statista, 64% of customers prefer making purchases from companies that create experiences tailored to their needs and wants. A consistent tone of voice does just that, building trust, creating better relationships between customers and brands, and making experiences more personal.

On the flip side, brands that don’t prioritize tone of voice — especially when it comes to AI — will see robotic tones cause a loss of customer trust. 

How AI effectively replicates brand voice

51% of customers share concerns that brands that use AI won’t connect them to a human. But if you choose the right AI tools that leverage your brand’s information and use it effectively, you can train it to mimic your unique voice — sometimes to the point where customers don’t even know that it’s the AI talking.

That’s true for the CX team at toddler carrier brand Wildride

”An influencer emailed us saying, 'I really love you guys,' and our AI Agent replied, 'Love you too,' with heart emojis, which was really funny. It was just like an email from me and my other team members,” says Amber van den Berg, their Head of Customer Experience. 

Wildride trusts Gorgias’s AI Agent to manage a high volume of tickets while still providing each customer with a great experience.  

📚 Further reading: How Wildride automated 33% of email tickets with AI Agent 

AI Agent uses a few key components to mimic tone of voice, including LLMs (Large Language Models) to form human-like responses, guidance from you, and the internal resources you provide it. 

“We’ve had customers respond to AI Agent thinking they were speaking to a real person. That’s how elevated the response was from AI,” says Emily McEnany, Senior CX Manager at Dr. Bronner’s

Brand voice: Friendly

4 tips for successfully infusing AI with your brand’s tone of voice

You can absolutely train AI to match your brand's specific voice and style. Here are a couple of tips that will help you be successful: 

  • Audit your brand’s existing voice and tone
  • Set up guidance
  • Monitor responses and give feedback
  • Keep up with regular training

1. Audit your brand’s existing voice and tone 

If your brand has an established voice and tone, make sure that you either have internal documents that detail it or can describe it accurately in a couple of paragraphs. 

You’ll use that information to help train the AI, so it’s essential that it’s up-to-date and accurate. 

If you don’t have an established tone, now is a great time to generate your brand voice. Review customer conversations and the copy on your website. Chat with your marketing team and even your brand’s founder to get a clear picture of what it is or what you’d like it to be. 

Here’s a quick-start guide for how to find your tone of voice: 

  1. Think about the brands you want to be similar to and pick two. 
  2. Now, take a look at those brands’ websites. Make a list of what you love — it could be the way these brands speak to customers, leverage active verbs, write their product descriptions, or how they talk on social media. 
  3. Now that you have your list, circle the things that feel most relative to your brand. 
  4. Can you put an overarching “vibe” to this list? For example, you might choose a word like friendly, sophisticated, or fun.  
  5. Then, fill in this sentence: “We are (Your Brand) and our tone of voice is (the vibe word you chose). 
  6. Now, see if you can expand on that a little more, with some thoughts about how you might interact with your target audience or write about your products.

2. Set up guidance

Most AI-powered tools will allow you to set up some sort of guidance around how they interact with customers. If you use Gorgias’s AI Agent, you’ll be able to set specific tone of voice parameters. Choose from three pre-built options — Friendly, Professional, Sophisticated — or Custom to give it your own instructions.

For example, jewelry brand Baby Gold uses an upbeat, friendly, warm, and personable tone. They would likely choose the Friendly option, which is the go-to option for many teams. 

“Sometimes agents forget personal details to call out when communicating with our customers, like birthdays or weddings,” says Sindi Melgar, their Customer Service Manager.  

“But I noticed on a few different occasions where the AI Agent 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.”

If you’re looking to provide your own specific guidelines, create custom guidance like Wildride did below: 

Choose a custom tone of voice for Gorgias's AI Agent

📚 Recommended reading: How to customize AI Agent with 7 brand voice examples

3. Monitor responses and give feedback

In general, you should always keep an eye on how your AI tool is answering questions to ensure that it’s providing accurate responses and that your customers aren’t getting frustrated. Combing through responses manually can be overwhelming, so that’s why Gorgias offers an AI Feedback feature. 

In the ticket sidebar you’ll find a summary of the response AI Agent provided, including why it responded the way it did and the resource it pulled the response from. 

Mark a response as correct or incorrect with AI Agent

Then, give feedback by using the 👍 or 👎 icons to mark AI Agent’s response as correct or incorrect. AI Agent uses this feedback to improve responses over time.

📚 Recommended reading: How to coach AI Agent and give feedback

4. Keep up with regular training

Any time you add new policies or update existing ones, make sure you add them to your helpdocs and Macros, which are the main resources the AI is going to draw from. 

The more consistently you can go in and provide the AI direct feedback on each response, the more easily AI will nail your unique tone. 

Create on-brand responses with AI 

Your brand’s tone of voice makes a huge impact on the relationships you build with customers. Combining your unique brand voice with AI means you’ll provide more personalized responses and resolve customer issues faster. 

“We were hesitant at first, but AI Agent has really picked up on our brand’s voice,” says Lynsay Schrader, Lab and Customer Service Senior Manager at Jonas Paul Eyewear. “We’ve had feedback from customers who didn’t even realize they were talking to an AI.” 

Gorgias’s AI Agent is the go-to tool for AI-driven customer support that aligns with brand tone.

Sign up →

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Why Your Strategy Needs Customer Service Quality Assurance

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

TL;DR:

  • 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.

Forrester’s 2024 Customer Experience Index reports that 39% of brands’ customer experience (CX) quality has declined over the past year.

It can be challenging to get a full understanding of how your team –– and AI, if you use it –– are truly performing.

This is true even with metrics like CSAT

“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.

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What is QA (Quality Assurance) in CX? 

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.

At its core, QA: 

Consumer attitudes and behaviors based on their customer service experience worldwide as of May 2022, Statista
Consumer attitudes and behaviors based on their customer service experience worldwide as of May 2022, Statista

Prevent errors 

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.

Best practices for implementing QA in CX

QA best practices include: 

Establish a baseline for metrics and KPIs 

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. 

If you don’t already track customer support metrics, CSAT, first response time (FRT), resolution time, and net promoter score (NPS) are great ones to start with. 

💡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. 

Ensure customer experience meets quality standards

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.

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Building Customer Loyalty Through Effective Post-Purchase Support and Automation in Ecommerce

By Rebecca Lazar
min read.
0 min read . By Rebecca Lazar

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.”

90% of US customers say that getting an immediate response is 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. 

ReturnGO keeps customers updated

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.
ReturnGO x Gorgias widget

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.

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How to Customize AI Agent with 7 Brand Voice Examples

By Christelle Agustin
min read.
0 min read . By Christelle Agustin

TL;DR:

  • 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.”

—Emily McEnany, Senior CX Manager at Dr. Bronner’s

What is Tone of Voice?

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:

Default Friendly AI Agent voice
AI Agent lets a loyal customer know about the brand’s 10% discount.

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.

AI Agent Custom Tone of Voice

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:

Custom direct and brief AI Agent voice
AI Agent directs a customer to their brand’s return portal without being too wordy.

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:

Custom fun emoji AI Agent voice
AI Agent replies to a customer in a bubbly manner, even using heart emojis.

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:

Custom positive and comforting AI Agent voice
AI Agent is empathetic and understanding to a customer who is asking about stock availability.

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:

AI Agent responds to a glove sizing question
AI Agent embodies your average bro and answers a customer’s question about glove size.

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:

AI Agent uses bee puns to answer a customer
AI Agent uses bee and honey puns to reply to a customer asking about size availability. 

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:

Custom robot AI Agent voice
AI Agent speaks like a robot to a customer.

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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Nik Sharma on Marketing's Biggest Secret

Marketing's Biggest Secret, Finally Revealed by Nik Sharma

By Lucas Walker
1 min read.
0 min read . By Lucas Walker

This episode’s featured guest is Nik Sharma, the CEO at Sharma Brands. He works with founders and executives of a wide variety of brands to launch their digital platform, develop an acquisition and retention strategy, expand their channels, and optimize their revenue. He has worked with big brands such as Bill Blass, Roc Nation, and Haus, and he is on the podcast today to discuss the importance of customer service.


Customer service is a brand’s frontline of defense. They are the first to know when something is wrong, broken, or if anything can be done better. By identifying the needs, concerns, and issues of the customer faster than anyone else, they can also fix or address problems before it gets any bigger and becomes damaging to the company. For example, when Nik was working with Judy, an emergency kit brand, there was an issue with their discount code. It simply was not working but no one knew until an online shopper got in contact with customer service. Immediately, the code was fixed and although Judy must have lost several potential customers during the mistake, they could have lost far more if customer service were not there to receive and respond to the matter.


It is important to keep the customer happy. If it is their first time ordering from a brand and they have a less than stellar experience, they are most likely not going to order again. They will not give any of the company’s second products a try, such as the more expensive purchases or subscriptions. That is why customer service is there to pacify the consumer and their issues, acting as a prevention method to any bad experiences. By offering even simple solutions from a technical standpoint, such as dealing with refunds or providing a shipping label, the customer is excited that the brand provided them with a solution.


Through this excitement and acknowledgement, an intimate relationship is created between the brand and customer. The customer feels valued as the brand understands and emphasizes with them. They recognize that they will be taken care of and as more customers begin to feel the same way, a community is built. Every company talks about wanting to build a community and all the strategies that it will take to do so, but the easiest and fastest way to accomplish that is by just having an efficient customer support team. Even a simple third-party logistics team can give a significant boost to a brand by providing front-line workers for customers.


It is not an exaggeration to say that customer service is the most vital piece of a brand. Nik has seen firsthand what good customer service can do and how much feedback, both positive and negative, it can receive. By offering world-class customer experiences, it can boost businesses to new heights and maximize profits. To speak to Nik and to get a further insight into the importance of customer service, he can reached via text at 917-905-2340.

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