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How to Build an Effective AI-Driven Customer Support Strategy

Learn how to build an AI-driven support strategy with tips from Jordan Brown on easing concerns and measuring AI success.
By Alexa Hertel
0 min read . By Alexa Hertel

‎Jordan Brown, Founder of Omnie, recently hosted a workshop at CX Connect in Los Angeles on creating better customer support programs with AI. 

If you weren’t able to attend live, or you just want a refresh, we’ve put together a recap of the workshop.

We'll cover how to get started with building your AI customer support strategy and, once you're up and running, how to measure success and ensure AI is operating properly.

You can also watch Jordan’s full workshop below:

Common AI concerns 

First, Jordan did a bit of “myth busting” and went through everyone’s most top-of-mind concerns for implementing AI. Here’s what they were worried about: 

1) How to measure success quantitatively  

Concern: Unsure which customer service metrics to track and how often to monitor each AI response to ensure it's accurate. 

Jordan’s response: He recommends monitoring customer satisfaction, escalation rate, automation rate, and customer sentiment. 

2) AI will sound too robotic

Concern: How to make everything into your brand voice and not just sound robotic, but personalized.

Jordan’s response: Create brand guidelines and set them up as guidance for your AI chatbot. 

3) My team worries AI will take their jobs 

Concern: How to use AI as a member of my team without freaking out my team that it's going to take over their jobs. What kind of new tools are they talking about, and how will my team's roles evolve with AI?

Jordan’s response: Agents will naturally feel like they're being replaced by AI, but they'll just have a different focus — sales, monitoring AI, supporting it, and training it. Having that conversation with them is a good idea.

4) The time it takes to set up will affect our current requests 

Concern: We’re just a small team, and we’re worried about stopping to invest our time and energy into setting it up, which could potentially affect the service to customers who already reached out to us.

Jordan’s response: That's understandable. Implementing AI will save time in the end, but it's a huge change.

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How to get started with AI 

Here’s what Jordan recommends for weaving AI into your customer experience program: 

Establish the foundation for your strategy

You've all probably experienced poorly built AI chatbots, especially with massive companies where it's impossible to find their phone number, and you're stuck in chatbot loops.

That situation really benefits the brand because they don't have to talk to customers, saving costs. But you want to benefit both the brand and the customer, so you need to implement AI properly. 

That means setting up AI with a personalized touch, and making sure it's successful so that both brands and customers enjoy the benefits.

Here’s what your top priorities should be: 

  • Identify potential risks and best practices to mitigate risks 
  • Understand AI's capabilities (since it's not going to find lost packages, pick up the phone, or fix damaged products) 
  • Build in your brand tone and voice making the AI feel as human as possible

📚 Further reading: Why having a quality knowledge base is essential to using AI for CX

Set up AI in phases 

Advanced AI tools work off confidence scores. Each AI response has a confidence score, indicating how confident the AI is that its response is accurate. 

At Omnie, Jordan likes to set up AI in phases, where the AI only answers when it's 100% confident. Anything less goes to an agent to avoid risking the customer experience. 

You don't have to turn on AI for everything immediately — you can ramp up slowly. 

Automation and AI also don't need to handle a ticket fully from end to end. 

For example, if a customer wants to return something because they changed their mind, great. But if there’s an issue with the product, send it to someone on the retention team to try and salvage the sale. If it’s for particular reasons, automate the return.

📚 Related: Ecommerce returns: 10 best practices for taking your online store to the next level

Prioritize empathy & personalization 

Empathy and personalization are critical. At Omnie, Jordan and his team weren’t comfortable with automation a year ago because it felt robotic. But with new technology like ChatGPT, you can inject your brand tone and voice. 

You could be funny, concise, chatty — whatever fits your brand. 

They worked with Jason Momoa's water company, where the bot talks like him, making it a unique brand tone. 

When AI is implemented properly, the customer thinks they’re talking to a human, as seen with Frye, a shoe company that’s been around since 1863. Omnie is saving them 240 hours a month of support time, automating nearly 800 tickets, and customers think they’re interacting with a human named Caleb.

To get started, determine your brand tone and voice. If you don’t have a brand book, figure out how you want to talk to your customer so it’s consistent.

📚 Related: New data shows 4 ways automation impacts customer service

Measure and monitor success

As you ramp up, test in the playground before going live, especially for businesses with sensitive information. Monitor the metrics for success: customer satisfaction, escalation rate, automation rate, and customer sentiment. AI isn’t something you set up and walk away from — it requires constant maintenance.

Ramp up with Gorgias AI worry-free

Experience firsthand how Gorgias AI can transform your support strategy and save your team time by automating repetitive tasks and keeping your brand’s voice front and center. Book a demo now.

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5 min read.

Reducing Customer Effort with AI: A Smarter Approach Than Surprise and Delight

Low-effort experiences are better than surprising and delighting customers. Learn how to achieve them with AI.
By Holly Stanley
0 min read . By Holly Stanley

TL;DR:

  • Loyalty comes from ease, not delight. Simplifying customer support drives more loyalty than going above and beyond to surprise customers.
  • High-effort interactions hurt loyalty. Long, complicated support experiences can push even satisfied customers to competitors.
  • AI reduces customer effort. AI can automate simple tasks like FAQs, personalizing support, and order modifications, so your team can handle more complex tasks.
  • AI enhances human support. AI works best when it complements your team by handling repetitive tasks.

For years, businesses have chased the idea that delighting customers is how to earn loyalty. The belief is simple: go above and beyond, exceed expectations, and customers will come back. 

However, research from The Effortless Experience, a best-selling customer service book by Matthew Dixon, shows that this approach might be wrong. Focusing on customer delight often makes the experience more complicated and less efficient. 

Most businesses aim to wow customers, but trying too hard leads to longer customer support interactions and higher costs. The real key to customer loyalty is making things easy.

Below, find out how AI is another string to your customer support bow, allowing you to increase speed and reduce effort while maintaining your brand's empathetic voice.

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Why doesn’t customer delight drive loyalty? 

When customers reach out with a problem they want a prompt solution –– ​​90% of customers say an “immediate” response is important.

Delight is a problem when it adds additional steps and doesn’t solve the problem upfront.

Customers don’t want a solution with all the bells and whistles. They simply want to solve the problem ASAP.

There’s a disconnect between satisfaction and loyalty 

It’s a common misconception that satisfied customers are loyal customers. But the numbers tell a different story. Research shows that satisfaction doesn’t always lead to loyalty.

In fact, 20% of customers who say they’re satisfied with a service still plan to switch to a competitor. Satisfaction alone isn’t enough to keep customers from exploring other options.

High-effort experiences put customers off 

High-effort experiences are a major driver of customer disloyalty. Studies show that 96% of customers who encounter high effort interactions become disloyal. 

When customers feel like they have to jump through hoops to get help, they’re more likely to take their business elsewhere.

96% of customers feel disloyal after a high-effort experience

         

Read more: Why you need to monitor customer effort score (& how to do it)

It’s easier to trigger disloyalty than loyalty 

Negative experiences are much more likely to leave a lasting impression. Even when customers feel satisfied with the products, high-effort experiences can negatively impact loyalty.

For example, a customer may contact customer service due to a minor issue, such as a shipping delay. However, they may have to wait a long time to get a response or repeat their issue to multiple agents. Even if the issue is eventually resolved, they will leave frustrated and less likely to return.

If you need to put in extra effort, even positive interactions will fall short.

Bonus track: High-effort experiences are expensive 

Trying to delight customers might sound like a winning strategy, but it often comes with a hefty price tag. Offering freebies, bending rules, and making special exceptions can increase your operational costs significantly. When these additional costs don’t contribute to customer satisfaction or loyalty, it’s important to evaluate if they’re worthwhile.

Read more: The hidden power and ROI of automated customer support

Simplify, don’t surprise: How can AI help reduce customer effort?

Several common issues make customer support a hassle. Some of the biggest culprits are multiple contacts to resolve a single issue, having to repeat information, and being transferred from one agent to another. 

You can solve these common customer complaints with AI. 

But won’t AI make my brand sound robotic and devoid of human touch? 

Our hot take is that AI actually frees up your team to focus on more valuable tasks.

For example, RiG’d Supply, a brand specializing in off-road vehicle accessories, is letting AI handle some of the repetitive work so they can do better customer service. As a small team, even the CEO occasionally jumps in to keep up with the repetitive daily requests.

“This isn’t a matter of eliminating jobs, but giving our employees their primary jobs back. We get more bandwidth back to be able to take phone calls and hear how we can help you have the best possible experience on your next ramble,” says Luke Wronski, CEO of RiG’d Supply. “Our hope is to have AI give us the time back to have a conversation with you about the stuff that keeps us stoked to do what we do.” 

Quote from Luke Wronski

         

Read more: Our AI approach: Onboard, automate, observe, and coach

5 AI strategies to minimize customer effort

Don’t get us wrong, AI can’t handle every moving piece of your customer support. So don’t assume you can replace your whole support team with AI. You still need high-quality human support for more complex tasks. 

But if you have a solid support team that provides top-quality customer experience, you already have the right foundation to benefit from AI.

1. Automate frequently asked questions

AI tools are excellent at resolving simple customer queries, such as “Where is my order?” or “How much is delivery?” on the first contact. 

Quick, accurate responses lead to a smooth experience and less effort from both sides. Customers no longer need to follow up multiple times for the same issue. Plus, you’ll save time that your support team can use for more complex issues.

Consider using an automated customer experience platform with an AI assistant. For example, Gorgias's AI Agent automatically responds to FAQs like “How much is shipping?” or “When will my order arrive?” in your brand’s voice. For more technical requests, it assigns them to the right agents.

Read more: What's the secret to reducing WISMO requests?

2. Personalize support

AI can analyze customer data to deliver personalized suggestions. For example, if a customer frequently orders the same product, AI might recommend a subscription service to save them time and effort. Or if a customer has ordered several cooking utensils from the same product line, AI might suggest matching pans to complete their set.

💡Pro Tip: Find a CX platform with AI that offers custom, human-like responses. You can program your AI Agent to respond in different tones — friendly, professional, playful, or empathetic — so it feels more like your brand and less like a robot. 

AI Agent tone of voice selection

               Gorgias’s AI Agent can speak in different tones to match your brand voice.
             
         

3. Provide guidance for next issue-avoidance

Imagine solving your customers' problems before they even know they have them — that’s next-issue avoidance. With AI, you can recall past interactions and customer habits to anticipate their needs.

If a customer has had issues with a product before, AI could suggest a protection plan upfront, saving them from future headaches. Your AI solution should help you stay one step ahead so customer support remains smooth and customers are happy.

Some AI assistants can even learn specific instructions or “Guidance” for handling certain topics. For example, you could create a Guidance instructing the AI to request photos if a customer reports a damaged product. If the AI detects that photos are already included, it automatically escalates the ticket to a human agent.

4. Automate order edits

AI’s capabilities shouldn’t end at answering FAQs. AI can also handle routine tasks like address changes or order modifications so your team can focus on issues that need more technical problem-solving.

Speedy resolutions keep customers happy, and as long as the issue is resolved efficiently, they care more about the result than who handled it.

For example, brands using Shopify can use Gorgias’s AI Agent to cancel orders and update shipping addresses without manual intervention from agents — so agents can dive into more complex requests that need their expertise, like upselling or resolving negative customer feedback.

AI Agent changing shipping address

               Gorgias’s AI Agent can automatically change a Shopify customer’s shipping address.
             
         

5. Answer customer concerns with AI recommendations

Let’s face it — nobody wants to jump through hoops to get help. AI-powered helpdesks dig into customer interactions to find out where things get sticky and offer smart suggestions to improve the process. 

For instance, AI might notice that customers are often confused about how to download and print the shipping label to return items. With this insight, you could make it easier and faster for customers to find and print the correct label. 

Gorgias Automate goes a step further by detecting your customers' top concerns and allowing you to create knowledge base articles about them automatically. Brands can use this data to update their Help Center and FAQs, make key webpages more visible, and enhance product pages, ensuring customers find the answers they need quickly and easily.

Gorgias Automate automatically suggests articles to create

         

Embrace effortless customer experience with AI

Customer loyalty isn’t won with flashy gestures. Instead, brands earn it by making things easy. AI is your best friend here, helping you streamline interactions, solve issues before they even arise, and keep customers in the loop without them having to chase down information. Remember, AI is there to enhance an already solid customer experience foundation and to help your team. 

It’s time to rethink how you approach customer support. With AI, you can craft a seamless, low-effort experience that satisfies customers and turns them into loyal fans.

Book a demo to see how Gorgias can eliminate customer effort.

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8 min read.
Black Friday–Cyber Monday

A Complete Guide to Black Friday Ecommerce in 2024

Prepare for Black Friday-Cyber Monday with our ultimate BFCM guide for ecommerce brands.
By Halee Sommer
0 min read . By Halee Sommer

Black Friday is the strongest revenue-generating day of the year for retailers, with $9.8 billion in sales reported in 2023, according to a report by Adobe. For online merchants, the revenue potential is even sweeter, with the online shopping period extended into Cyber Monday.

But, it takes a coordinated effort by customer support, sales, and marketing to encourage a shopper to click “checkout.” Without a solid ecommerce strategy, many online retailers will miss out on the Black Friday - Cyber Monday rush. 

Whether you’re looking to optimize your existing strategy or starting from scratch, we’ve got you covered. This guide will help you make the most out of your BFCM ecommerce strategy with a clear list of steps (in chronological order) to help you prepare.

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What is Black Friday - Cyber Monday? 

Black Friday - Cyber Monday — also referred to as BFCM — are two back-to-back sales days that bring in a ton of revenue for both in-store and ecommerce retailers in the US. The Black Friday - Cyber Monday shopping window also kick-starts holiday shopping from Thanksgiving day through the new year. 

Why you need to prepare for BFCM now

BFCM isn’t just about one big day of revenue generation. It’s a crucial period for online retailers to capture new customers and convince them to keep shopping through the end of the year and beyond. 

In-person BFCM experiences are out, and ecommerce is in 

Shopper sentiment is shifting away from physical experiences. Online transactions are up by 13% year-over-year, according to research from Criteo. So, you probably won’t see consumers camping out in front of physical stores on Black Friday, but those same shoppers still want to find an excellent ecommerce deal. 

Consumers are eager to spend despite concerns about inflation 

After BFCM in 2023, research from Nielsen found the desire for a good deal caused 57% of shoppers to stay on budget and 18% of shoppers to spend more than they planned in the year prior.

Brand familiarity matters

Shoppers, Gen Z in particular, are more likely to make a purchase with a brand they’re familiar with. So, ensure your marketing tactics are firing well before BFCM will help folks get to know you before the holiday sales season starts.

Get proactive rather than reactive

When you make a plan early, you give your business more time to craft a great marketing campaign. Plus, you give your team time to figure out how to manage customer service on Black Friday for these high-traffic days. 

Considering Black Friday - Cyber Monday is the busiest ecommerce sales event of the year, prepare as early as possible to get a leg-up and stay on top of Black Friday trends

Related reading: Why proactive customer service is essential for growing your business

Pre-Black Friday preparation: What to do before the holiday

Preparing for Black Friday — and building a strong ecommerce strategy — goes well beyond ironing out a limited-time deal. 

Tactics like updating key policies, building out customer self-service options, and marketing early will help you be successful.

1. Update key policies on your website before BFCM 

Displaying clear-cut and easy-to-find policies on your website makes a huge difference to the customer experience. It sets the customer up for success and cultivates a positive sentiment with your brand. 

To prepare for the best Black Friday-Cyber Monday possible, we recommend updating these key policies (and your Help Center) with BFCM-related information. 

Tip: A tool like Gorgias’s AI Agent learns from your policies to know how to respond to certain topics and escalate tickets. And we know that more automated tickets leads to a lighter workload for your agents. It makes a compelling case for keeping your policies up-to-date.

“The anxiety for customers during BFCM is real,” says Lauren Reams, Customer Experience Manager at VESSEL. “This year, we are planning on leveraging AI Agent to help us get ahead of the most common questions. AI Agent has been so seamless, so we’re confident that it will help us handle the busy season without needing to bring in additional agents.”

AI Agent overview

Returns and exchanges

BCFM is a popular time for consumers to buy holiday gifts, which means you could see an influx in returns or exchanges. 

Tips: Use return management apps like Loop Returns to provide customers with a self-service return portal to process their returns. Take that idea one step further by using AI Agent Actions to send your Loop Returns link or return shipping status automatically.

Integrate Loop Returns with Gorgias and enable customers to initiate their own returns.

Shipping and fulfillment 

Customers expect purchases, especially if they’re buying gifts for upcoming holidays, to arrive on time and quickly (you’re competing with fast shipping speeds from retail giants like Amazon).

If those gifts don’t arrive in time, you’re going to face a lot of angry customers. 

Tip: Use your shipping and fulfillment policy to be crystal clear about when you ship orders, how long orders typically arrive, and how customers can look up their order status. AI Agent can perform Shopify Actions, such as editing the order's shipping address. Having this automated means agents do not have to do manual work.

Lost packages 

All those Black Friday - Cyber Monday sales equal a ton of packages in transit. You can expect a few to go missing. 

When that happens, your customers need to know what happens next

Make sure you’re clear with your team and customers upfront if you are willing to cover damages (either with refunds or credits). This will help your agents handle the process quickly and consistently. Plus, it gives your customers the peace of mind that accidents won’t put them out.

Tip: Include a policy about damaged items in your FAQs so your customers know what to expect in case anything goes wrong with their order. 

Related reading: FAQ Page Template & Tips (+ Free Shopify FAQ Generator)

Automate self-service options

If you’re on Gorgias, Automate includes Flows, Order Management, and Article Recommendations. These different automations can help you deflect up to 30% of tickets, freeing your agents up for higher-value conversations. 

Set up Flows to automatically answer common customer questions specific to Black Friday - Cyber Monday related to: 

  • Shipping policy: Will my items arrive by the holidays? 
  • Get a gift recommendation: Can you help me find a gift for a friend? 
  • Return policy: Can I return a gifted item? 
  • BFCM discounts: Do you offer any holiday discounts? 

Related reading: Offer more self-serve options with Flows: 10 use cases & best practices

2. Reduce strain on your customer service team 

It turns out that many customer support inquiries your team receives are repetitive. 

“If you force agents to respond to every question manually — no matter how small — you're only limiting the time they can spend on tickets that actually need human attention,” says Gorgias Director of Support, Bri Christiano.

That’s why we built Automate at Gorgias: It deflects your most repetitive tickets — up to 30% of your overall ticket volume — so you can focus on the tickets that grow your business.

Tech product retailer Nomad leaned into Gorgias’s automation to support customer service interactions. Not only did the online retailer gain a streamlined way to manage customer feedback, they also reduced response time by 70%

Customer story: How Nomad uses automation to reduce their response time and resolution time by over 70%

3. Build a marketing campaign to tap into social commerce

Social commerce is on the rise among consumers worldwide. 

Deloitte estimates about one-third of shoppers in the US made a purchase through a social media app in 2021. That number is estimated to be even higher for those who were influenced to buy a product after seeing it on social media. 

You don’t necessarily have to sell directly through Instagram, but you can leverage your social channels to generate brand awareness. 

The need for social-focused customer support is exactly why online retailer MNML turned to Gorgias. The company found that their shoppers turned more and more to social media for answers to their shopping-related questions. 

MNML features a musician who wore their pieces.
MNML features a musician who wore their pieces on their Instagram.

Ultimately, the company leveled up their customer support on social media to connect with potential buyers. 

Get started with these ideas:

Partner with influencers to generate brand awareness

Don’t partner with influencers for the sake of it. Instead, think about it like building a relationship with someone who fits your brand ideals and can cross-sell your products to their audience. 

To do this, focus less on influencers with millions of followers on Instagram and TikTok. Instead, look for micro-influencers (or creators with less than 100,000 followers) with audiences that match your brand personas.

Create content that focuses on your store’s Black Friday deals

Once you’ve figured out the Black Friday sales your store will offer, you must ensure people know about them. 

Craft content for your social media channels that highlight your deals. Since social media primarily focuses on visuals, start by collecting photos, videos, or illustrations of your products. Then, draft copy for captions, think through the best hashtags, and hand over creative briefs to your design team to build any assets you might need. 

Put a little money behind your most successful organic social media posts

The weeks or months leading up to BFCM are prime time to talk about your brand’s Black Friday promotions. Use social media analytics to see which published posts are performing best across your channels. 

Turn those high-performing posts into ads on social media by boosting them with a little money. Even with a small budget, you can use social ads to grab even more eyeballs — and potentially bring more people to your website. 

A few other ideas to consider: 

  • Prompt your customers to sign up for an SMS reminder or push notification on their smartphones or mobile devices. 
  • Give early sale access to email subscribers, incentivizing customers to build a deeper relationship with your brand.
  • Pin the sale date and deal information at the top of your social media profiles, especially Instagram.

How to maximize revenue during BFCM in 2 steps

Imagine Black Friday - Cyber Monday is here. Even better, imagine you’ve got a ton of website traffic full of eager browsers. You need a plan to keep those browsers engaged.

One major step you can take to boost your conversion rate and potential revenue is to increase communication touchpoints and focus on recovering abandoned carts.

1. Increase customer touchpoints to keep shoppers engaged   

Throughout any customer’s journey, there are many opportunities to interact with your brand. One moment might be finding out about your BFCM sale on social media, signing up for emails to get early access, or browsing the best deals before heading to checkout. 

The more you interact with customers along the way, the more you can keep them engaged — and personalized interactions increase your chances of converting a first-time shopper into a repeat customer. 

Gorgias’s Convert is a CRO tool that easily personalizes interactions at multiple points throughout a customer journey. Convert offers several ways to increase touchpoints and boost overall engagement: 

  • AI-powered cross-sell campaigns to offer product recommendations.
  • Up-sell campaigns to showcase higher-priced items.
  • Share timely discounts, free shipping, or valuable product insights. 
  • Offer 1:1 support with a smooth hand-off to Gorgias Live Chat.
  • Leverage Shopify browsing data to offer product recommendations.
  • Set up onsite campaigns without any coding.

Another way to build in more touch points is to use automated chat campaigns that pop up and engage with your customers at crucial moments. Chat widgets are a small addition to any homepage, landing page, or product page that immediately lets customers know where to go for help. 

Gorgias Convert discount campaign
Gorgias Convert enables brands to create onsite campaigns to turn browsing shoppers into customers.

2. Reduce abandoned carts 

Cart abandonment is a major source of lost retail sales for any ecommerce business, considering about 70% of online carts are abandoned

You can easily target customers who have opted into an email list or receive SMS messages from your brand. Design emails or text messages designed to trigger if a cart is abandoned.

Include copy that builds a sense of urgency to drive customers back to their shopping carts to “buy now” before the deal is over. 

There’s even a chance to use re-engagement to increase your average order value by upselling once that customer returns to your site.  

How to retain new customers you get during BFCM

Repeat customers are valuable — like, really valuable. 

According to Gorgias research, returning customers make up about 21% of a brand’s customer base but generate 44% of that same brand’s revenue. 

Your brand should re-engage with anyone who shops on your website during the BFCM rush. Those same people could become returning customers who give your shop a revenue boost during the rest of the holiday season. 

1. Offer a discount for next time 

The perfect moment to re-engage a customer starts at checkout. When someone makes a purchase through your online store, offer them an immediate discount that goes toward their next purchase. 

At CX Connect LA 2024, Ron Shah, CEO of Obvi, shared his brand’s strategy for offering discounts to generate revenue. Ron knew implementing AI to support Obvi’s two-person customer support team was necessary to help the brand grow without eliminating the need for his human agents. 

“The time saved by AI handled a lot of the redundant work our agents were doing, which meant we could turn them into part-time sales agents. We also gave them a code to help them prevent a refund from happening or upsell somebody. It created a completely new shift in their mindset. They realized, ‘Oh wow, you're not just taking something away from me (with AI) — you're actually elevating my opportunity.’”

Tip: You can increase the touchpoints to re-engage with an existing customer by building a reminder email that triggers one week after their initial transaction. That way, you not only stay at the top of their inbox, you also stay top of mind. 

2. Invite customers to join a loyalty program 

Loyalty programs are a tried-and-true method to build engaged, returning customers.

In a recent survey, Yotpo found that over half of surveyed consumers agreed a loyalty program would encourage them to purchase more from a brand. 

If you already offer a loyalty program, make sure new customers know about how to get the VIP experience with your store. Build awareness touchpoints into your loyalty program marketing strategy. You can also prompt buyers to become loyal customers after they make their first purchase.

First time shoppers vs loyal customers
It costs more to acquire new customers than it is to engage and keep your current customers.

3. Continue to improve your customer experience strategy 

A successful, positive, and repeatable customer experience doesn’t end after midnight on Cyber Monday. It’s a road rather than a destination. 

Consumer habits are always changing, and your support teams must be prepared to handle customer requests.

One way to anticipate your customer’s pain points is to look at customer feedback. 

Reviews and social media activity is a great place to start. You might also consider putting a more formal customer sentiment strategy in place, with a CSAT survey to collect direct feedback from customers.  

This feedback helps your team prioritize what needs to improve so you’re not left reaching in the dark.

Give your ecommerce strategy a boost this holiday shopping season

The name of the game this Black Friday - Cyber Monday isn’t just to get a ton of online sales; it’s to set up your ecommerce site for a successful holiday shopping season. 

Success could look like: 

  • A reduction in BFCM returns or exchanges 
  • Having the perfect amount of inventory 
  • Seeing higher-than-average sustained engagement on your social channels 

If you want to move the meter, focus on a strong Black Friday marketing strategy that starts now.

Gorgias is designed with ecommerce merchants in mind. Find out how Gorgias’s time-saving automations and convenient platform can help you create successful customer experiences.

Claim your demo today, or sign up to try Gorgias.

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14 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

Customer Expectations Have Changed — Here’s What You Can Do

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

TL;DR:

  • Ecommerce sales are expected to rise by 8.8% in 2024, presenting new growth opportunities.
  • Longer consideration times mean businesses need to engage customers at every stage of their buying journey.
  • SEO remains crucial for growth, with over half of consumers using search for pre-purchase information.
  • Ethical AI and well-managed returns can boost customer trust and loyalty while driving sales.

Let’s stop with the doom and gloom ecommerce trends and talk about what’s really up: growth.

Yep, you read that right. 

Ecommerce sales are set to soar by 8.8% in 2024, and the digital marketplace is ripe with opportunity.

Sure, we’ve all been budget-conscious for the past year or more—businesses and consumers alike. And we’re not saying you shouldn’t be.

Despite that, there is a ton of opportunity to grow your sales this year. It’s just time to understand how consumer behavior is shifting and how you should adapt to it.

So, what’s changing? We shared six trends to know about below.

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1. Consideration times are longer

There’s no denying that the more budget-conscious mindset is creating longer consideration times.

According to a 2023 consumer behavior report from Knocommerce, only 23.4% of shoppers reported discovering a brand and making a purchase on the same day. 

Meanwhile, 15.3% reported buying in the first week, and 61.3% of people reported taking longer than a week to make their first purchase.

What this data tells us

It's imperative to adopt a full-funnel approach and strategically engage customers at every stage of their buying journey. 

How? First, you must understand what they need to learn about your products, when they need to learn it, and which customer service channels and content formats they prefer for learning about your products.

Part of the issue is knowing how to simply be available for your customers. They shouldn’t feel like they’re on a scavenger hunt on your website, trying to track down your product FAQs and contact information.

Helpdesks are a great way to solve both issues. For example, with Gorgias On-site Campaigns, you can integrate live chat across your website to recommend products to shoppers in a subtle way, typically at various stages of their buying cycle like,

  1. Personalized messages on product pages that resonate with individual shopper preferences and browsing history.
  2. Recommending complementary products or upgrades based on the customer's current cart selection.
  3. Capitalizing on the excitement of new product launches to capture the attention of browsers.
  4. Implementing winback campaigns targeted at customers who have previously engaged with your brand but haven't made a purchase recently.
  5. Using browse and cart abandonment strategies to re-engage customers who have shown interest in your products but haven't completed the purchase process.
  6. Providing valuable educational content that addresses common pain points, showcases product benefits, and guides customers towards informed purchasing decisions.
  7. Sending targeted holiday campaigns around seasonal trends and shopper preferences to drive conversions.
Glamnetic uses Gorgias Convert to promote their new nail collections

               Glamnetic uses Gorgias Convert to promote new collections.
             
         
Manduka uses Gorgias Convert to help browsing customers

               Manduka uses Gorgias Convert to help browsing customers make a purchase.
             
         

2. Search still matters

Over half of consumers (55% to be exact) rank search as their top source for pre-purchase information. 

Despite what some marketing gurus share online, SEO is still an essential part of any brand’s growth strategy. Don’t sleep on SEO as an acquisition channel.

What to do about this 

Don’t forget the basics of SEO. 

We know it’s easy to forget when to set up an internal link or use a specific keyword, but there are a few best practices you should use to make sure your SEO engine is chugging alone:

  • Conduct keyword research to identify high-value keywords related to your products or services and integrate them strategically into your website content, meta tags, and headings. 
  • Focus on creating high-quality, relevant content that addresses user queries and provides valuable information to enhance your search visibility and rankings. I.e. don’t try to “game” the system.
  • Use Customer Knowledge Bases to improve your website's visibility in search engine results and attract organic traffic. Incorporate targeted keywords and search-friendly formatting into your knowledge-base articles to maximize their SEO impact.
  • Keep your website content fresh, relevant, and up-to-date to maintain search visibility and engage users effectively. 
  • Track and analyze key SEO metrics, such as keyword rankings, organic traffic, and conversion rates, to measure the effectiveness of your SEO efforts. If possible, do this at least every few months (we know you’re busy!).

Remember, SEO takes time to build. Two things you should know:

  1. Traffic reflects past efforts (often taking at least 6 months to show results).
  2. Your success 6 months from now depends on your work from 6 months ago.

Essentially, what you do today will shape your results next year, which is why it’s worth investing ASAP.

3. Customers expect AI safeguards. Prioritize an ethical AI strategy

According to a report by Salesforce, 74% of customers express concerns about the unethical use of AI. Additionally, 80% emphasize the importance of human validation of AI output.

Can shoppers be any more clear about the fact that we need a human-centered approach to AI implementation?

AI is impacting how customers trust businesses. Plain and simple, you need to implement an ethical strategy and make sure it’s managed by humans.

What this data tells us

There’s a fine balance between speed to resolution and adding a human element to every customer message. And you can have both automation and humans running the show.

Businesses that take this approach meet customer expectations for AI safeguards while driving operational efficiency and delivering exceptional customer experiences.

The proof is in the pudding: According to Gorgias data, within just 28 days, merchants who automated up to 20% of tickets experienced an impressive 8-point increase in repeat purchase rates. 

Automation goes beyond keyboard shortcuts or macros; it serves as a hands-off assistant capable of engaging customers and impacting revenue significantly—while making it easy for a human to jump in at any point for more specific customer inquiries.

TL;DR: Don’t be afraid to embrace automation as a strategic tool for customer engagement and growth. 

4. Returns are becoming a profit driver, not a cost center

Returns are an inevitable part of ecommerce, with up to 30% of sales potentially resulting in returns. 

Contrary to common belief, returns are not a cost center—they can be transformed into a profit driver and a valuable touchpoint for enhancing customer loyalty and retention.

In fact, 91% of consumers actively track their packages, indicating a high level of interest and engagement in the returns process.

By making it easy for customers to track returns and exchanges directly from the order tracking page, you reduce return-related support tickets while providing a transparent experience for buyers.

TL;DR: A well-handled return can start a new chapter in the customer's relationship with a brand, not the final page.

What to do about this

At the end of the day, returns can be costly… Unless you customize the returns experience based on shopper segments and save time to re-allocate to other growth-related initiatives. 

Some tips:

  1. Customize the returns experience: Only offer free returns exclusively to VIP customers to incentivize loyalty and increase customer satisfaction.
  2. Understand return reasons: Collect data on return reasons to gain insights into areas for improvement. For example, customers will tell you how to improve product quality, refine the buying experience, and tailor messaging to better meet expectations.
  3. Empower customers: Provide customers with the autonomy to initiate returns independently. By enabling self-service returns, businesses can streamline operations, reduce resource-intensive support tickets, and enhance overall efficiency.
  4. Use integration solutions: Leverage integrated platforms such as Gorgias and Loop Returns to streamline returns management and customer support processes. With two-way integration, merchants can access comprehensive returns data directly within their Gorgias admin interface, enabling faster ticket resolution and improved customer service.

               JAXXON has a self-service portal for returns and exchanges.
             
         

Read more: Ecommerce returns: 10 best practices for taking your online store to the next level

5. Customers expect connected journeys: Break down your business silos

A staggering 79% of customers expect consistent interactions across different departments. Unfortunately, only 45% of customers feel that companies currently provide such consistency. 

Additionally, 56% of customers report the frustration of having to repeat or re-explain information to different representatives, highlighting the disconnect between departments within organizations.

PwC states that 44% of consumers are willing to engage with chatbots to seek product information before making a purchase, making it even more important to have consistency across departments.

Today, customer support teams play a dual role as both problem solvers for post-purchase inquiries and guides for customers exploring products before buying.

What this data tells us

Your support team must understand how to provide consistent support, pre-sale and post-sale. No matter where a buyer is in their journey, every message should feel consistent with the rest of the brand’s ethos.

Our recommendation? 

First, develop templates and macros for customer communication to ensure consistency in tone of voice. By providing standardized responses, businesses can maintain a cohesive brand identity and deliver a seamless experience to customers.

Second, keep all customer information in one centralized location to avoid the need for repetitive inquiries and ensure a holistic view of each customer's interaction history with the brand. No one should have to repeat themselves when trying to get support.

Last, promote a customer-first mindset across the entire organization by prioritizing the needs and preferences of customers in all decision-making processes. For a real-life example of what this looks like, Amanda Kwasniewicz, VP of Customer Experience, shares the strategies she uses at Love Wellness in this article here.

(Teaser: the team shares customer feedback directly in Slack for the whole company to see.)

Love Wellness shares customer feedback on Slack to promote a customer-first mindset across the organization.

         

6. Email is harder, time to diversify

You’re likely already aware that Gmail, Yahoo, and others are imposing stricter rules for inbox placement, making it harder for marketing emails to reach their intended recipients.

Not only that, but according to Klaviyo's benchmark report, email-placed order rates have remained stagnant, with only a minimal increase from Q1-Q3, reaching just 0.8%, and a slight rise to 0.9% in Q4. 

PWC also shares that TV and social ads remain highly influential in customers’ purchase decisions, whereas email is closer to the bottom. This doesn’t mean you should stop investing in email marketing, but connecting with customers in other ways is a good idea to supplement your email efforts.

What to do about this

You can explore many other channels—SMS, direct mail, mobile apps. Even voice marketing is a super unique and niche way to connect with audiences today.

Here at Gorgias, we’re experts at customer experience marketing, and using conversational customer service is a great way to engage with customers directly and personally—without hoping the message hits their inbox and not the spam folder.

This communication style engages customers using various channels, including live chat, messaging apps, chatbots, and even voice support. 

For example, skincare brand Topicals increased sales by 78% using conversational customer support. Specifically, the brand uses Quick Response Flows to automate answers to common questions, such as: 

  • How should I use the Faded Serum?
  • Where do you ship?
  • How do I apply to the Ambassador Program?
  • How do I find the right products for my skin type?

All of this takes place within a self-service chat. These chat flows also guide shoppers to additional helpful resources in Topicals' Help Center or product pages. If a customer still has unanswered questions, a customer support agent can take over the conversation and chat with them directly.

Topicals uses Gorgias Automate to provide instant support to customers

               Topicals uses Gorgias Automate to provide instant support.
             
         

Change can be good — embrace it

If there’s one thing we’ll leave you with, it’s this: 

Embrace the shifts, leverage the trends, and explore new avenues of engagement. 

You don’t have to be scared of new customer expectations, and thankfully, there are a ton of awesome tools out there now that make it easier than ever before to connect with your buyers.

With Gorgias, you can set up conversational marketing across your website, connecting with customers in ways that resonate and drive results. You can try it out for yourself here.

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Why Automation is the Future of CX

By Halee Sommer
6 min read.
0 min read . By Halee Sommer

TL;DR:

  • Automation increases repeat purchase rates, boosts response times, improves resolution times, and allows brands to scale faster while saving time and money.
  • 94% of ecommerce experts agree that automation is going to be more important in ecommerce.
  • Brands saw an 8-point increase in repeat purchase rates in 28 days by handling repetitive inquiries with automation.
  • Gorgias users report 52% faster resolutions, reducing response and resolution times, making customers happier.

For most CX teams, budgets are getting tighter, but tickets are on the rise. 

With strapped teams and incoming customer issues, automation is becoming an ideal tool. 

94% of Gorgias customers agree, according to our recent survey. 

Supporting automation in your workflow now is a surefire way to set your team up for success. Let’s explore why we’ll see an AI and automation-driven future within CX. 

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Automation increases repeat purchase rates 

Happy customers are the best fuel for growth. Why? 

Happy customers want to come back to shop with you, and we know that repeat customers give long-term value to your brand. 

Findings from 12,000+ Gorgias merchants show that repeat customers: 

  • Account for only 21% of customers but generate 44% of revenue
  • Make up 46% of orders
  • Generate 300% more revenue than first-time customers

Our research also found that it is five times less expensive for a brand to retain an existing customer than it is to source a new one. 

If you want to see improvement in your repeat purchase rates, automation is the way to go. Automation can handle repetitive inquiries from customers, like “Where’s my order?” so your team can focus on high-touch problems. 

Brands that use Gorgias to fuel automation see improved repeat purchase rates. Within 28 days, merchants who automated up to 20% of tickets increased their repeat purchase rate by 8 points.

Automation boosts response times

Gorgias's research found that 90% of U.S. customers expect an immediate customer service response. Of those customers, 60% want that response in 10 minutes or less. 

A significant advantage of automation is that it effectively gives you a zero-second response time. When you trust automation to handle even a tiny percentage of your incoming tickets, you will see a decrease in your first-response time (FRT)

After Shinesty implemented Gorgias's Automate, the company saw a 65% boost in its first response time. This change in FRT made a monumental impact on the support team's workload.

Thanks to Automate, Shinesty is able to deflect 55% of incoming tickets with automation, giving CX agents more time to deliver personalized and proactive support to customers. 

On this improvement, Molly Kerrigan, Senior Director of Retention at Shinesty, says: 

“Automate has allowed us to focus on improving customer experience from the ground up, because we're not so deep in ‘ticket town.’”

Thanks to automation features from Gorgias, Shinesty gained the best of both worlds, providing excellent customer service while saving the budget. 

Automation improves resolution times

An added benefit of lightning-fast response times is getting to a resolution faster. This is more than just a nice-to-have — it makes your customers happier. 

As we said earlier, happy customers are more likely to shop again and cite an overall more positive experience with your brand. This is a full-circle moment that shows how a slight change in workflow can lead to significantly positive results. 

In 2022, Gorgias studied over 10,000 ecommerce brands to understand the connection between customer experience and growth. We found that lowering the average resolution time to under 6 hours gave companies a 2% boost in revenue. 

With Gorgias, customers see resolution times improve dramatically, with automatically handled tickets resolving issues 52% faster than those handled without.


         

That happened at Psycho Bunny, where the customer support team saw resolution times improve by a staggering  99.4% after implementing Gorgias’s AI Agent to automate 26% of customer tickets.  

With AI Agent to support the team, Psycho Bunny’s human customer support agents were free to spend more time on higher-value tasks beyond answering FAQs.

“Our customer support KPIs are already fantastic: we're already leading in the industry,” says Tosha Moyer, Senior Customer Experience Manager at Psycho Bunny. “To improve on that, we need AI — it’s not physically or financially possible with human agents alone.”

Automation allows brands to scale faster

Growth is always the goal, and incorporating automation into your existing CX workflow is a tool for achieving that growth. 

Brands that use Gorgias's automation tools can successfully scale their customer service operations quickly.  

For example, just 30 days after deploying Gorgias's automation features, brands see an average 1% increase in CSAT. 

It's a small move in the meter that has a long-lasting impact on team morale, improved customer interactions, and a more positive experience for shoppers. 

Obvi relies on Gorgias’s automation features to efficiently handle 150+ tickets each day with a slim team. 

Gorgias Automate manages about 27% of Obvi’s incoming tickets — which consist of low-priority, simple, or repetitive customer inquiries. This frees up the support team to answer complex tickets and drive sales, leading to an astonishing 10x boost in revenue over BFCM. 

Even better, Obvi was able to achieve all of this after onboarding Gorgias in just two weeks. 

“AI is going to help us transform ourselves into deeper thinkers by taking over simple, standardized functions,” says Ron Shah, CEO and Co-founder at Obvi. “In the ecommerce world, Gorgias is getting ahead with doing that for customer support — they’re the center of the AI revolution, and that is the standard customers are expecting.”

Automation saves time & money

Your team can focus on more meaningful work by automating responses to repetitive questions or low-priority tickets. 

Quickly solving a customer's problem also means they can get back to checkout faster. 

But remember, automation is a tool, not a replacement for human agents. Automation helps teams of all sizes drive value, gaining extra support without spending more overhead. 

‎July turns to Automate to tackle 30% of incoming tickets, taking on the workload of three extra agents

In this case, the company has the demand to support a bigger team but not the budget. Automation helps July fill this gap to provide a seamless customer experience without overextending their human teammates. 

“We immediately deflected 450 tickets a month just by setting up some automated Quick Responses,” says Alex Naoumidis, Head of Operations and CX at July. 

“Now, we don’t waste the customer or the agent’s time with basic questions that probably don’t require any human interaction.”

Gorgias Automate: Your solution to an automated future

Gorgias is leading the revolution in AI-driven customer support solutions

Features like our AI-generated Help Center, AI Agent, Flows, and Quick Responses allow brands to autonomously answer customer questions and track and measure AI-customer interactions to create more meaningful customer experiences and transform how support is delivered. 

Start a free trial to see Gorgias’s AI and automation features in action.

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Offer More Self-Serve Options with Flows: 10 Use Cases & Best Practices

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

Unfortunately, many shoppers struggle to find the information they need while shopping online, even when self-service portals should be standard, according to 88% of consumers.

At Gorgias, we focus on simplifying customer experiences with AI and automation tools. Our automation tool, Flows, is a self-service feature that delivers shoppers instant answers throughout the entire buying journey, whether it’s to find the right size or track an order.

Keep reading, and we’ll show you how to leverage self-service options at every customer touchpoint using Flows. We’ll start with 10 Flows examples from ecommerce brands, show you how to do it yourself on Gorgias, and then put all the learnings together with some best practices.

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What are Flows? 

Flows are designed to initiate simple interactions that quickly guide shoppers to the information or actions they need. They minimize website bounce rates and enhance automation rates for ecommerce customer support teams.

Flows enhance your website's chat by automating interactions with customers. They provide an immediate automated response with just one click or guide customers through a branching path that caters to their specific needs. This path could include multiple-choice questions or even prompt customers to log in and select an order.

Effective ways to use Flows:

  • Sizing guide
  • Returns and exchanges portal
  • Warranty claim handler
  • Free shipping checker
  • And more

Read more: The types of Flow steps

10 powerful use cases for Flows

Flows are so versatile that they can be used for every type of shopping experience, whether a shopper has just discovered you or they’re already a dedicated brand advocate.

We’ll go through 10 use cases that could benefit from a Flow, show you how real ecommerce brands use them, and how you can make them yourself with Gorgias Automate.

1. Answer shipping policy inquiries

Provide instant answers to customers' shipping inquiries with an easy-to-access shipping policy Flow directly on your website. This Flow efficiently resolves questions about shipping times and fees, helping customers quickly go from browsing to buying.

Nomad states their shipping policy in a Flow that conveniently answers processing time, shipping time, and shipping rates:

Do it yourself on Gorgias

Gorgias has a templated Flow to get you started. Here's what a shipping policy Flow might look like:

Shipping policy Flow builder
If your shipping policies vary by region, include options that reflect those regions.

2. Automate returns & exchanges 

If a customer isn’t satisfied with your product, don’t make it harder for them to return it.  A returns Flow not only clarifies your return policy to motivate a customer who's on the fence but also connects them directly to the right process to start a return or exchange. All they have to do is enter their order number and email, and they’re done.

No handling it on the agent side and waiting from the customer end.

Try out bag brand CALPAK’s returns Flow in the tour below:

Do it yourself on Gorgias

Gorgias has a templated Flow to get you started. Here's what a return and exchange Flow might look like:

Return and exchange policy on Gorgias
If returns policies vary for international locations, include an option for international customers to select in the Flow.

3. Recommend products to browsing customers

A product-matching quiz can solve decision fatigue if shoppers are faced with multiple versions of a product — like a supplement for different concerns, beverage flavors, or makeup for different skin tones. 

Sol de Janeiro, the fast-growing body care brand, boasts shower gels, body creams, and fragrances of different scents and colors. To prevent customers from feeling overwhelmed, Sol de Janeiro offers product-matching quizzes.

For example, their What body cream is right for me? quiz asks customers about their main skin concern. If a customer’s concern is smooth skin, they’ll recommend a body cream supporting skin elasticity. If the concern is firmer-looking skin, they recommend a cream rich in antioxidants.

Here’s what the Flow looks like on Sol de Janeiro’s website:

Do it yourself on Gorgias

Gorgias has a templated Flow to get you started. Here's what a simple product recommendation Flow might look like:

Product recommendation template on Gorgias
A product recommendation flow can consist of one or multiple questions.

4. Manage subscriptions in a few clicks

Seventy-four percent of customers forget they’re paying for a subscription, based on C+R Research. Keep customer relationships honest and show customers that they have full control over their memberships, whether they want to upgrade, downgrade, or cancel their subscription plans.

Even if you have a customer portal for managing subscriptions, not all customers will look for it on their own. A Flow can bridge this gap by guiding customers directly to the portal while significantly reducing the volume of subscription-related tickets in your inbox.

Online vet care service Dutch lays it all out with a subscription management Flow, providing customers with straightforward instructions: 

Do it yourself on Gorgias

Gorgias has a templated Flow to get you started. Here's what a subscription management Flow might look like:

Subscription management template on Gorgias
The subscription management Flow template provides information about changing subscription frequency, products, delivery details, payment information, and cancellation.

5. Display your warranty policy

Big ticket purchases need extra support in case of defective parts. Tell customers you’ve got their back by displaying your warranty policy upfront. You’ll ease their concerns and earn their loyalty knowing their premium buy is protected.

Bidet brand TUSHY sells premium bidets. To provide similarly premium customer experiences, they have a 12-month guarantee on equipment and parts. They present their warranty policy Flow on their website:

Do it yourself on Gorgias

Gorgias has a templated Flow to get you started. Here's what a warranty policy Flow might look like:

Warranty policy on the Flow builder

6. Notify customers about product restocks

“Sold Out” or “Out of Stock” aren’t the nicest words to see on a product page, especially if you’re a repeat customer ready to buy your favorite product. To keep customers in the loop, create a Flow that lets them know the status of your products.

For the baby stroller brand Zoe, popular products sell out quickly. To efficiently manage customer inquiries, they created a When are you expecting a restock? Flow. It informs customers about product availability and also encourages them to leave their email address or SMS number. This ensures they can purchase a stroller as soon as it's back in stock and allows Zoe to connect with them for future marketing efforts.

Do it yourself on Gorgias

Here's what a restock notification Flow might look like:

Restock flow in the flow builder
A restock flow can contain as few as three steps.

7. Troubleshoot an order

Products may require additional assistance depending on their usage. These can be products like electronics, apparel, and furniture. If customers are asking the same troubleshooting question, it would be best to add a troubleshooting Flow.

Check out how CAKES handles product issues with a simple Troubleshoot Flow:

Do it yourself on Gorgias

Gorgias has a templated Flow to get you started. Here's what a troubleshooting Flow might look like:

8. Welcome new customers

Nothing beats a warm welcome, especially for new customers who are just starting their journey with your brand. A welcome Flow is essential for engaging these newcomers right from the start. It provides them with crucial product education and relevant information, setting the tone for a supportive customer relationship. 

Take a look at how Crunch Labs, STEM building kits for kids, assists customers with a welcome Flow:

Do it yourself on Gorgias

Here's what a welcome Flow might look like:

Welcome flow
A welcome flow can address multiple FAQs within one flow.

9. Ensure perfect product matches with a sizing guide

Apparel brands face frequent sizing inquiries that can lead to returns. A sizing guide Flow provides clear, self-service information upfront, reducing sizing issues. This Flow acts as a self-service tool that customers can use to find their correct size before purchasing. 

Here’s how gender-inclusive apparel brand Both& guides customers to the right size:

Do it yourself on Gorgias

Gorgias has a templated Flow to get you started. Here's what a sizing guide Flow might look like:

Sizing guide flow

10. Answer pre-sales questions

Unanswered pre-sales questions can deter purchases. A pre-sales question Flow delivers immediate, thorough answers, leads to a boost in customer confidence, and reduces post-purchase dissatisfaction.

Organic soap brand Dr. Bronner’s provides shelf life information for all their products with a Flow:

Do it yourself on Gorgias

Here's what a pre-sales question Flow might look like:

Pre-sales flow
Pre-sales questions aim to alleviate customer concerns before they decide to buy your product.

Keep these Flows best practices in mind

Stick to 1-step Flows to maximize automation potential 

Single-step Flows are the most engaging Flows because there’s no opportunity for shoppers to drop off. Single-step Flows can link out to additional resources, like a Help Center article or a returns and subscription portal through tools like Loop Returns or Recharge. 

💡 Pro Tip: Keep Flows to a maximum of five steps. Any more and you're likely to lose customers’ attention.

Include shipping and returns policies in your Flows

Online stores’ top-performing Flows are almost always about shipping and return policies. Make sure to anticipate customer questions by creating a Flow for each policy, succinctly answering questions like:

Shipping Policy:

  • How long does shipping take?
  • How much does shipping cost?
  • Where do you ship?
  • Where is my order? (with a link to Order Management tracking if possible)

Return Policy:

  • What is the return window?
  • Cost of return shipping
  • Condition item(s) must be in
  • How do I initiate a return? (with a link to the Return Portal if possible)

Create Flows for each language

Flows will not appear for shoppers unless the language of the Flow matches the language of the shopper's browser — including regional languages. 

If a Flow is only in English (UK), it will not show up for American shoppers whose browsers are in English (US).

If you sell internationally, we highly recommend adding all possible languages to Flows, including regional languages.

Note: Gorgias Chat supports 15 languages, including English (US and UK), French (France and Canada), Spanish, Danish, Swedish, Italian, Dutch, German, Norwegian, Czech, Brazilian Portuguese, Japanese, and Finnish.

Read more: Multi-language support for Chat

Link to other self-service tools (like Loop, Recharge, Help Center, etc.)

Flows often automate interactions when they send customers to another page (like a Recharge login page or a Loop portal, or even sometimes a Help Center article). 

If a customer’s inquiry could be solved with one of these tools, include a link to the right page in the Flow’s automated answer.

Automate engagement with Gorgias Automate

Join brands like Shinesty that use Gorgias Automate to transform their customer experience. By using Flows, Quick Responses, Order Management, Article Recommendations, AI Autoresponders, and AI Agent, Shinesty has been able to automate over 50% of their customer tickets. 

Book a demo now and be a part of the 15,000+ ecommerce brands using Gorgias to transform their customer experiences.

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How to Prime Your Website to Automate CX

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

TL;DR:

  • Automating customer experience (CX) can save costs, reduce agent burnout, and increase customer satisfaction
  • A good website user experience consists of fast load times, informative product pages, mobile optimization, and guest checkout
  • Automate CX by using automated chat, replacing email links with contact forms, updating your help center, and deploying onsite campaigns
  • Do not overcomplicate the user journey by only providing automatic support — route back to human agents

Nowhere is the customer experience more important than on your website. CX is so much more than post-purchase troubleshooting. CX that grows your brand makes the entire buying journey as effortless as possible, from the first ad to the 10th item purchased.

Your website isn’t only the marketing team’s domain. Your support team’s input is crucial to ensure customers can find all the answers they need without waiting around.

With a better website experience for your customers, you enable more sales and reduce the repetitive inquiries for your agents.

Here are some tips to enrich your website with CX automations that will delight your customers and your team.

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Why automating CX is essential

With 63% of consumers expecting service agents to know their unique needs and preferences, your efforts should be focused on improving support speed and responsiveness — and that starts with automation. 

Here are the five benefits of automating your customer experience:

  1. Cost efficient: Automating routine questions cuts down the cost of human labor, redirecting resources to more impactful areas of customer service.
  2. Reduced workload for agents: Your support team can focus on more complex issues instead of spending time on questions that can be answered with automated replies.
  3. Increased customer satisfaction: Automation provides fast answers, keeping the shopping experience uninterrupted.
  4. Enhanced navigation and user experience (UX): A website optimized for automation is easier to navigate and shop from, and reduces cart abandonment rates.
  5. Prevents support overload: Automation helps your agents from lessening their touchpoints with customers where it’s not needed, allowing customers to feel in control of their own journeys.

How website UX and CX work together

If done correctly, your website's UX should be so intuitive and smooth that shoppers barely notice it. For ecommerce stores, a well-thought-out website UX consists of everything from a logical menu to a straightforward checkout flow. 

Below, pay attention to the following website elements as they directly influence the buying journey and can impact customer satisfaction.

Informative product pages

Engaging and detailed product descriptions add substantial value by influencing buying decisions and simplifying the shopping experience.

Take a look at how Good Protein keeps descriptions engaging but short in three bullet points, includes social proof by displaying customer ratings, and provides flavor, size, and subscription options in one section:

Good Protein
Good Protein provides all important product information upfront.
         

Mobile optimization

According to Airship’s 11,000-respondent survey, 76% of shoppers shop through retailers’ mobile websites. With a significant portion of online sales coming from smartphones, it’s best to test your website on mobile devices. If users can’t complete a purchase through mobile, you lose out on a large fraction of sales.

Minimized distractions

Reducing distractions like unnecessary pop-ups and banners keeps the shopper focused on the main goal of conversion. Streamlining content to spotlight key campaigns or product launches can dramatically improve conversion rates.

Quick page load times

Fast-loading pages are crucial for keeping potential customers engaged. Delays can significantly deter shoppers, as studies show that even a one-second delay in page loading can reduce conversions by 7%.

Check out Google’s PageSpeed Insights to assess your website's performance.

Streamlined checkout process

Simplifying the checkout process and providing multiple payment options, such as guest checkout, removes common barriers to conversion by offering a convenient purchasing process.

Swimwear brand TRIANGL makes shopping easy and fast by adding a Quick Buy button to every product:

TRIANGL makes it easy for shoppers to buy products without making an account.
         

‎Exceptional customer support

Tools like live chat or help centers provide a portal through fast support. AI-powered support tools like Gorgias Automate combine automated responses with the option for human interaction, ensuring customer inquiries are addressed promptly.

This integration of website UX with automated customer experience strategies creates a more efficient, enjoyable, and productive shopping environment that exceeds customer expectations.

Related: Stop Marketing, Start Converting playbook

Implement these 5 strategies to prep your website for automation

Keeping your customer support options visible is the key to prepping your website for automation. 

Follow these five methods to provide easily accessible support routes, simplify communication, and help customers quickly find the information they need. 

1. Keep chat active 24/7

When you hear “chat,” you may think about not having enough bandwidth to offer live chat all the time. Well, that’s just a common chat myth

In fact, chat doesn’t require agents to operate 24/7. You can configure live chat to only be active during your busiest hours or even deactivate it altogether and replace it with automated FAQs to keep customer questions answered throughout the day. 

Here’s how ALOHAS keeps their chat running using Gorgias Automate’s Quick Responses:

ALOHAS uses Quick Responses to answer questions about shipping policy
         

‎Beyond automating common questions, chat can also accomplish other support-related tasks:

  • Email Capture: When live agents aren’t available, automation can ask for customer emails so that their inquiries can be routed to your support inbox.
  • Article Recommendations: Chat questions can be scanned and matched with the most relevant article, reducing the need to talk to an agent.
  • Order Management: Automate WISMO requests with an order management portal right in chat. Customers can track, return, cancel, or report an issue on their own without waiting for an agent to do it for them.

Don’t forget that chat is one of the most visible components on your website. Make sure the chat dialog can be minimized and hidden to avoid disrupting the shopping journey.

2. Replace email with structured contact forms

Leaving your customer support email on your contact page is the equivalent of leaving plain URLs on your website — it’s disorganized and can attract spam like no other channel.

Contact forms are far superior to email links because they collect all necessary information (like issue type and contact information). This helps agents provide resolutions as efficiently as possible because tickets are already structured and include the necessary details.

For example, Gorgias Chat includes Offline Capture to collect customer inquiries while agents are offline. Gorgias Helpdesk then uses the structured information to detect customer intent, making interactions easier to manage.

CALPAK uses email capture on Gorgias
CALPAK enables email capture so that chat inquiries can be handled even when live chat is offline.
         

3. Display your Help Center and contact form prominently

Make your Help Center visible no matter which page shoppers are on. Displaying important customer support resources like this in your website's header, footer, and various emails like marketing messages and order confirmations allows customers to self-serve, without having to contact a live agent.

With Gorgias, you can use one-page Help Centers to create a seamless experience from one page to another on your online store. This setup allows customers to quickly find the answers they need, improving accessibility while reducing the demand on your team.

Here’s what clothing brand Princess Polly’s one-page Help Center looks like:

Princess Polly keeps the user experience seamless by keeping the Help Center a part of their website, so customers can go back to shopping whenever.
         

4. Make sure your knowledge base is up-to-date and comprehensive

Updating your knowledge base, whether it's a Gorgias Help Center or another FAQ page, directly impacts the customer journey. Gorgias's AI Agent uses the Help Center as its primary source to autonomously handle over 30% of customer email inquiries, drawing on articles that cover necessary topics like shipping, orders, product information, and account management. 

To optimize your Help Center for AI, ensure your content is comprehensive and current, particularly in areas such as policies and product updates. All articles should be published, not saved as drafts, to be accessible to AI Agent. Regularly reviewing your articles encourages customer self-service and reduces reliance on agent assistance.

5. Maintain engagement with targeted campaigns

Targeted onsite campaigns on product pages educate customers and boost confidence, especially when tailored to your top-selling products. For instance, when items are out of stock, campaigns can redirect customers to similar products, as demonstrated by Glamnetic during their product launches.

Additionally, Gorgias Convert chat campaigns like those used by Manduka, which highlight product guarantees, provide valuable pre-sales information that mimics the support of a physical store.

Related: Convert Campaigns playbook

The 3 don’t s of website optimization

There are pitfalls to avoid when optimizing your website for better user experiences. Keep the user journey simple and always provide options for human assistance like live email or voice. Below are three key mistakes to steer clear of.

1. Don't complicate the user journey

The user journey includes all interactions from browsing to the post-purchase experience, and automation should make this process seamless, not hinder it. Avoid adding unnecessary steps or making critical information hard to find, as this can disrupt the shopping experience and force customers to seek help when it isn't needed.

For instance, include a guest checkout option on the checkout page to simplify purchases, and ensure that links to your Help Center or Contact page are easily accessible in the top navigation. 

Watch out for these common elements that can confuse the user journey:

  • Complex navigation: A convoluted menu system can make it difficult for customers to find what they need.
  • Hidden support information: Essential details like shipping costs and return policies should be visible and easy to find.
  • Excessive pop-ups: Overloading pages with pop-ups can frustrate users.

2. Don't only provide automated support

Automation is valuable but don’t rely on it — it's still important to provide avenues for human assistance when needed. This includes support options like live chat, email, phone, and social media

The key is balance: make it easy for them to reach out to human support once they realize self-service options are insufficient. This might involve including contact options in a Help Center or contact page rather than displaying raw email addresses everywhere.

3. Don't forget to test regularly

Maintaining an optimized website requires data-driven testing and optimization. You can improve your website by following customer feedback and suggestions. Once changes have been applied, monitoring performance metrics and user behavior can ensure the user journey remains solid.

Metrics to track: 

  • Cart abandonment rate: A high abandonment rate may mean that your checkout process is too complex, causing shoppers to exit early.
  • Page load time: Slow-loading webpages negatively impact the customer experience. 
  • Bounce rate: Difficult navigation, slow loading times, or an unattractive layout are all factors that contribute to a high bounce rate. 
  • Conversion rate: Conversion rate indicates which areas of your website are performing well and which are not. Pay attention to conversion rate to prioritize areas for improvement, such as optimizing landing pages or adjusting the user journey.

Automate 30% of CX for exceptional customer experiences

July, a leading luggage brand, uses the power of Gorgias Automate to deliver unbeatable user experiences. With Automate, routine tasks typically handled by level 1 agents are accomplished automatically. Agents are then able to free up valuable resources to focus on more complex inquiries.

Ready to elevate your CX game? Book a demo today and unlock the full potential of automation for your business.

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How To Leverage Automation For More Personalized Customer Interactions

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

TL;DR:

  • Automation can be customized to fit the language, tone, and voice of your brand.
  • Combine automation with ecommerce app integrations to personalize messages at scale.
  • Use a customer helpdesk trained on AI to automate personalized customer service.
  • Disclose when automated messages are used to maintain customer trust.

While there’s a common concern that automation might alienate customers with responses that miss the mark, it turns out that 73% of customers have higher expectations for personalized experiences when advanced tech is involved.

Not only do customers expect automation and AI in customer service, but they also believe that brands should make the most out of them.

Luckily, helpdesk tools like Gorgias have found the right balance between automation, personalization, and human touch. The only thing left for CX agents to do is to use automation strategically.

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Automation is not AI & other automation myths debunked

Automation and AI are distinct, just like live chat versus chatbots. AI, such as ChatGPT, evolves in real-time from interacting with and learning from input data, while automation follows set rules for routine tasks without understanding natural language.

Automation is highly customizable — it won’t spew out an inappropriate sentence unless you tell it to. If you’re still hesitant about automating your support, here are four automation myths debunked below.

Myth 1: Automation produces robotic language

The tone and style of your automated messages are entirely within your control, thanks to the customizable nature of automation. This flexibility ensures that your brand's unique voice shines through, allowing for a tailored approach that aligns with your ecommerce strategy.

If we’re talking about AI, we’ve also come a long way from generic chatbot responses. In fact, a 2019 Stanford University report found that AI computational power doubled every 3.4 months. The result? Humans are only correct 60% of the time when guessing if they’re talking to AI or a real person.

Myth 2: Automation can’t be personalized

In reality, automation is highly adaptable and can incorporate customer data, brand voice, and plenty of dynamic variables to create powerful communications for personalized customer service.

Learn more: How Manduka used personalized, on-site campaigns and earned $70k

Myth 3: Automation can replace human agents

While automation enhances efficiency, it works best in tandem with human insight rather than as a complete replacement for human agents. Customer service thrives when there is a route back to human support.

Myth 4: Customers prefer human agents

Yes, customers appreciate the ease of connecting to a fellow human, but they also value speed — something automation excels at compared to humans.

Learn more: How Luksusbaby boosted 66% first response time with 45% automation

The balancing act of using automation effectively without sacrificing personalization

A customer-centric helpdesk trained on AI is the most effective way to have rapid and authentic customer interactions. A tool like Gorgias enables you to scale your customer service operations by connecting your ecommerce store. Gorgias learns customer conversations and data and automates simple processes like responding to repetitive tickets and refunding orders.

How to use automation the right way to support your customers

To effectively implement customer service automation, always remember to add a human touch to make customers feel comfortable. More importantly, not all customer interactions are suitable for automated responses so automate strategically.

Here are five ways to implement personalized automation with Gorgias, from automating responses to using website chat and creating a help center.

1) Create auto-responses to answer FAQs

Skip the mental work of reading a frequently asked question and thinking of a response. Auto-responses will do both for you in the background while you complete other high-priority tasks.

How to implement:

  • Set up a rule to auto-respond to where is my order? (WISMO) tickets

Note: Manually follow up on complaints or technical issues. Using auto-responses on these sensitive issues may escalate them and cause more customer frustration.

Overview of Gorgias Autoresponders
There are autoresponders for auto-tagging VIP customers, auto-sending tracking emails, article recommendations, and more in Gorgias.
         

2) Route customers to live chat agents or help center articles

AI is excellent at answering simple inquiries, but sometimes customers will ask questions that need a human’s problem-solving skills. Include a route to a live agent to address this. Allowing AI and agents to work in tandem is an effective way to improve customer satisfaction.

How to implement: 

  • Enable live chat support alongside automated, offline chat 
  • Include disclaimers and instructions in your automated responses about how customers can speak to a live agent
  • Include an option to talk to an agent in your interactive voice response (IVR) system

Note: Don’t trick customers into thinking they’re speaking to an agent when they’re speaking to AI. Customers are more likely to trust you when you set clear expectations from the start.

Shinesty uses Gorgias Chat
Shinesty provides live chat alongside automated Quick Responses.
         

3) Use enriched customer data to deliver personalized messages

Make personalization a part of the customer journey to create friendly experiences on a large scale. Without tailored communications, you’ll likely frustrate 76% of your customers due to irrelevant recommendations and marketing campaigns.

How to implement:

  • Include customers’ names in emails, SMS, chat, social media direct messages, and other notifications with a Shopify integration
  • Mention past purchases when providing customers with new recommendations
  • Adjust language in automated emails and email marketing based on customer demographic
Gorgias Chat supports 15 languages.
Gorgias Chat supports 15 languages, including English, French, Spanish, Danish, Swedish, Italian, Dutch, German, Norwegian, Czech, Brazilian Portuguese, Japanese, and Finnish.
         

4) Prioritize VIP customers with automated rules

According to a survey of 3,000 consumers, 56% would repurchase from a retailer that provides personalization. For this reason, create an automated action, also known as a rule, that labels tickets from VIP customers. Prioritizing VIP needs will allow your team to strengthen loyalty and drive repeat purchases.

How to implement: 

  • Identify VIP customers by setting a minimum purchase total or total # of orders
  • Create a rule that identifies tickets from VIP customers based on their customer profile
Gorgias integrates with Yotpo
Quickly find out if your customer is a VIP customer with integrations to Yotpo, Shopify, Big Commerce, and WooCommerce.
         

5) Build a help center to provide article recommendations

The responsiveness of AI depends on the knowledge you feed it. To accelerate automation’s efficiency, provide it with resources from your knowledge base or help center. In 2020, organizations reported a reduction of up to 70% in call, chat, and email inquiries after implementing a chatbot or virtual customer assistant. 

How to implement:

  • Compile a list of customers’ most frequently asked questions using an AI tool or help center statistics
  • Create articles answering each question and upload them into a help center
BrüMate’s Help Center is made with Gorgias
BrüMate’s Help Center is organized into categories so users can easily find answers.
         

Read more: 9 types of customer self-service

Balance automation and the human touch with Gorgias Automate

Setting up automation without the right tools can detract from personalization efforts. Gorgias Automate remedies this by equipping CX teams with features like Autoresponders, self-service Order Management,  Quick Responses in Chat, and Article Recommendations. Elevate customer experiences and grow your customer relationships by booking a demo with Gorgias today.

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Reducing Customer Effort with AI: A Smarter Approach Than Surprise and Delight

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

TL;DR:

  • Loyalty comes from ease, not delight. Simplifying customer support drives more loyalty than going above and beyond to surprise customers.
  • High-effort interactions hurt loyalty. Long, complicated support experiences can push even satisfied customers to competitors.
  • AI reduces customer effort. AI can automate simple tasks like FAQs, personalizing support, and order modifications, so your team can handle more complex tasks.
  • AI enhances human support. AI works best when it complements your team by handling repetitive tasks.

For years, businesses have chased the idea that delighting customers is how to earn loyalty. The belief is simple: go above and beyond, exceed expectations, and customers will come back. 

However, research from The Effortless Experience, a best-selling customer service book by Matthew Dixon, shows that this approach might be wrong. Focusing on customer delight often makes the experience more complicated and less efficient. 

Most businesses aim to wow customers, but trying too hard leads to longer customer support interactions and higher costs. The real key to customer loyalty is making things easy.

Below, find out how AI is another string to your customer support bow, allowing you to increase speed and reduce effort while maintaining your brand's empathetic voice.

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Why doesn’t customer delight drive loyalty? 

When customers reach out with a problem they want a prompt solution –– ​​90% of customers say an “immediate” response is important.

Delight is a problem when it adds additional steps and doesn’t solve the problem upfront.

Customers don’t want a solution with all the bells and whistles. They simply want to solve the problem ASAP.

There’s a disconnect between satisfaction and loyalty 

It’s a common misconception that satisfied customers are loyal customers. But the numbers tell a different story. Research shows that satisfaction doesn’t always lead to loyalty.

In fact, 20% of customers who say they’re satisfied with a service still plan to switch to a competitor. Satisfaction alone isn’t enough to keep customers from exploring other options.

High-effort experiences put customers off 

High-effort experiences are a major driver of customer disloyalty. Studies show that 96% of customers who encounter high effort interactions become disloyal. 

When customers feel like they have to jump through hoops to get help, they’re more likely to take their business elsewhere.

96% of customers feel disloyal after a high-effort experience

         

Read more: Why you need to monitor customer effort score (& how to do it)

It’s easier to trigger disloyalty than loyalty 

Negative experiences are much more likely to leave a lasting impression. Even when customers feel satisfied with the products, high-effort experiences can negatively impact loyalty.

For example, a customer may contact customer service due to a minor issue, such as a shipping delay. However, they may have to wait a long time to get a response or repeat their issue to multiple agents. Even if the issue is eventually resolved, they will leave frustrated and less likely to return.

If you need to put in extra effort, even positive interactions will fall short.

Bonus track: High-effort experiences are expensive 

Trying to delight customers might sound like a winning strategy, but it often comes with a hefty price tag. Offering freebies, bending rules, and making special exceptions can increase your operational costs significantly. When these additional costs don’t contribute to customer satisfaction or loyalty, it’s important to evaluate if they’re worthwhile.

Read more: The hidden power and ROI of automated customer support

Simplify, don’t surprise: How can AI help reduce customer effort?

Several common issues make customer support a hassle. Some of the biggest culprits are multiple contacts to resolve a single issue, having to repeat information, and being transferred from one agent to another. 

You can solve these common customer complaints with AI. 

But won’t AI make my brand sound robotic and devoid of human touch? 

Our hot take is that AI actually frees up your team to focus on more valuable tasks.

For example, RiG’d Supply, a brand specializing in off-road vehicle accessories, is letting AI handle some of the repetitive work so they can do better customer service. As a small team, even the CEO occasionally jumps in to keep up with the repetitive daily requests.

“This isn’t a matter of eliminating jobs, but giving our employees their primary jobs back. We get more bandwidth back to be able to take phone calls and hear how we can help you have the best possible experience on your next ramble,” says Luke Wronski, CEO of RiG’d Supply. “Our hope is to have AI give us the time back to have a conversation with you about the stuff that keeps us stoked to do what we do.” 

Quote from Luke Wronski

         

Read more: Our AI approach: Onboard, automate, observe, and coach

5 AI strategies to minimize customer effort

Don’t get us wrong, AI can’t handle every moving piece of your customer support. So don’t assume you can replace your whole support team with AI. You still need high-quality human support for more complex tasks. 

But if you have a solid support team that provides top-quality customer experience, you already have the right foundation to benefit from AI.

1. Automate frequently asked questions

AI tools are excellent at resolving simple customer queries, such as “Where is my order?” or “How much is delivery?” on the first contact. 

Quick, accurate responses lead to a smooth experience and less effort from both sides. Customers no longer need to follow up multiple times for the same issue. Plus, you’ll save time that your support team can use for more complex issues.

Consider using an automated customer experience platform with an AI assistant. For example, Gorgias's AI Agent automatically responds to FAQs like “How much is shipping?” or “When will my order arrive?” in your brand’s voice. For more technical requests, it assigns them to the right agents.

Read more: What's the secret to reducing WISMO requests?

2. Personalize support

AI can analyze customer data to deliver personalized suggestions. For example, if a customer frequently orders the same product, AI might recommend a subscription service to save them time and effort. Or if a customer has ordered several cooking utensils from the same product line, AI might suggest matching pans to complete their set.

💡Pro Tip: Find a CX platform with AI that offers custom, human-like responses. You can program your AI Agent to respond in different tones — friendly, professional, playful, or empathetic — so it feels more like your brand and less like a robot. 

AI Agent tone of voice selection

               Gorgias’s AI Agent can speak in different tones to match your brand voice.
             
         

3. Provide guidance for next issue-avoidance

Imagine solving your customers' problems before they even know they have them — that’s next-issue avoidance. With AI, you can recall past interactions and customer habits to anticipate their needs.

If a customer has had issues with a product before, AI could suggest a protection plan upfront, saving them from future headaches. Your AI solution should help you stay one step ahead so customer support remains smooth and customers are happy.

Some AI assistants can even learn specific instructions or “Guidance” for handling certain topics. For example, you could create a Guidance instructing the AI to request photos if a customer reports a damaged product. If the AI detects that photos are already included, it automatically escalates the ticket to a human agent.

4. Automate order edits

AI’s capabilities shouldn’t end at answering FAQs. AI can also handle routine tasks like address changes or order modifications so your team can focus on issues that need more technical problem-solving.

Speedy resolutions keep customers happy, and as long as the issue is resolved efficiently, they care more about the result than who handled it.

For example, brands using Shopify can use Gorgias’s AI Agent to cancel orders and update shipping addresses without manual intervention from agents — so agents can dive into more complex requests that need their expertise, like upselling or resolving negative customer feedback.

AI Agent changing shipping address

               Gorgias’s AI Agent can automatically change a Shopify customer’s shipping address.
             
         

5. Answer customer concerns with AI recommendations

Let’s face it — nobody wants to jump through hoops to get help. AI-powered helpdesks dig into customer interactions to find out where things get sticky and offer smart suggestions to improve the process. 

For instance, AI might notice that customers are often confused about how to download and print the shipping label to return items. With this insight, you could make it easier and faster for customers to find and print the correct label. 

Gorgias Automate goes a step further by detecting your customers' top concerns and allowing you to create knowledge base articles about them automatically. Brands can use this data to update their Help Center and FAQs, make key webpages more visible, and enhance product pages, ensuring customers find the answers they need quickly and easily.

Gorgias Automate automatically suggests articles to create

         

Embrace effortless customer experience with AI

Customer loyalty isn’t won with flashy gestures. Instead, brands earn it by making things easy. AI is your best friend here, helping you streamline interactions, solve issues before they even arise, and keep customers in the loop without them having to chase down information. Remember, AI is there to enhance an already solid customer experience foundation and to help your team. 

It’s time to rethink how you approach customer support. With AI, you can craft a seamless, low-effort experience that satisfies customers and turns them into loyal fans.

Book a demo to see how Gorgias can eliminate customer effort.

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Customer Service Terms

Customer Service Glossary: Main Terms and Definitions To Know

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

The expansive terminology of customer service is ever-growing. Whether you’re venturing into the world as a new agent or you’re a seasoned support lead, our  comprehensive customer service glossary will provide you with precise definitions and examples to elevate your understanding of customer service.

The glossary is divided into seven categories, starting with basic customer service concepts and ending with technical terms related to metrics and KPIs. 

Start reading below and learn new and old customer service terms.

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The 100+ Most Important Customer Service Terms for Agents and Support Teams

Basic customer service concepts

1. Agent

An agent is a customer service representative who assists customers by addressing questions, inquiries, and fulfilling support requests. 

Interested in being an agent? You can start learning with Gorgias Academy’s Agent Training collection and earn your certification.

2. Abandoned cart

An abandoned cart occurs when a customer adds items to their online shopping cart but leaves the website without completing the purchase. Some causes of abandoned carts are high prices, customers preferring competitor products, and complicated checkout pages.

📚 Related reading: How to reduce cart abandonment in 12 ways

3. Channels

A communication platform through which customers can contact customer service agents for assistance. Examples of channels include email, live chat, SMS, and phone. Offering multiple channels lets customers contact a business more easily.

4. Complaint

A complaint is when a customer expresses dissatisfaction with a product, service, or experience. Support teams should aim to have little to no complaints. However, if you do receive a complaint, make sure to take notes as they can provide powerful insights to how your business can improve your process or products.

5. Consumer behavior

Consumer behavior is the pattern of actions that customers take before, during, and after purchasing a product. Companies can get consumer behavior data by interacting with customers and receiving survey answers.

6. Conversational customer service

Conversational customer service focuses on providing customers a relatable, human experience through conversation. This is achieved through the use of friendly, casual language and minimal use of automated responses.

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7. Crisis management

Crisis management is about effectively managing customer service during times of crisis or emergencies. A customer service team will need proper crisis management during unexpected events like power outages, product recalls, or staff shortages.

8. Customer-centric

Customer-centric refers to an approach that centers and prioritizes the customer’s needs, desires, and behaviors. For example, a customer-centric brand will regularly ask customers for feedback on their processes and decisions.

9. Customer engagement

Customer engagement refers to how involved a customer is with your business. Higher customer engagement leads to more trust, and potentially, more sales. You can increase customer engagement with more customer interactions and eye-catching marketing campaigns.

10. Customer experience

Customer experience is the overall impression a customer has about your company at all stages of the customer journey. An excellent customer experience occurs when customers feel that a business’ service is personalized to their needs and preferences.

11. Customer feedback

Customer feedback is input from customers about their experiences and is used by businesses to improve their customer service processes and products. Some ways to collect customer feedback is by sending email surveys, implementing website pop-up surveys, and adding reviews to product pages.

12. Customer journey

The customer journey is the path a customer takes from initial brand awareness, purchasing consideration, first purchase, retention, and advocacy.

13. Customer needs

Customer needs are things a customer wants, needs, and desires. Customer service teams should pay attention to customer needs to empathize and have successful communications with customers.

14. Customer retention

Customer retention is the process of maintaining relationships with customers to keep them purchasing and engaged with a business. Customer retention is easier and less costly to maintain than engaging new customers.

15. Customer segmentation

Customer segmentation is the process of dividing customers into groups based on common characteristics to provide targeted support.  For example, a clothing apparel company may divide customers by demographics in order to create suitable ad campaigns for each segment.

16. Customer service

Customer service is assistance and support provided to customers before, during, and after a purchase. Customer service is important for companies to invest in to grow their customers and instill trust in both potential and repeat customers.

17. Data privacy

Data privacy refers to protecting confidential customer data and information, such as full names, addresses, billing information, and phone numbers.

18. Feedback loop

Feedback loop is the cycle of collecting, reviewing, and applying customer feedback to improve products and customer services. The most important part of the loop is to apply customer feedback to demonstrate the importance of your customers’ opinions. 

19. Influencer marketing

Influencer marketing is a type of marketing that involves working with social media influencers to advertise a business’ products on their social channels. 

Topicals collaborated with influencer, Justin Boone, to advertise their Faded Under Eye Masks on Instagram.

📚 Related reading: How Topicals increased sales by 78% through pre-sales customer conversations

20. Netiquette

Netiquette refers to the etiquette and guidelines for respectful communication online. For ecommerce stores, having proper netiquette includes writing messages with proper grammar and punctuation, refraining from sending too many promotional emails, and respecting customers’ privacy.

21. Personalized customer service

Personalized customer service is a type of customer service that focuses on customizing interactions and service based on a customer’s unique preferences. Creating individual experiences for customers allows them to feel understood on a personal level. 

🧠 Learn more: Why you should implement a personalized customer strategy

22. Proactive support

Proactive support is a customer support approach that anticipates customer needs before they raise a concern. Proactive support does not have to involve agent support and can be accomplished passively through self-service options, such as a chat widget or help center. 

23. Rapport

Rapport is the relationship businesses build with customers. Some characteristics that build good rapport are empathy, supportiveness, and honesty.

24. Reactive support

Reactive support refers to a customer support approach where assistance is provided in response to inquiries or issues as they arise, rather than proactively reaching out to customers.

25. Remote support

Remote support is a type of customer service where agents assist customers by using remote access tools, without needing to be physically present at the customer's location.

26. Resolution

Resolution is the successful solution to a customer’s request or inquiry. 

27. Satisfaction

Satisfaction is the level of contentment a customer experiences after interacting with a business, its products or services. Customer satisfaction is important in order to build trust and gain customer loyalty.

28. Service recovery paradox

Service recovery paradox is the phenomenon where a customer is more loyal after experiencing and having their issue resolved than if they had not encountered the issue in the first place.

29. Social media management

Social media management is the process of monitoring and responding to customer inquiries and feedback on social media platforms. Today, most businesses participate in social media management by being present on various social media platforms.

30. Subject matter expert (SME)

Subject matter experts or SMEs are individuals who specialize in or are highly educated in particular topics. In customer service, support teams can benefit from having subject matter experts who specialize in different topics, to serve different types of customers.

31. Touchpoint

A touchpoint is a point of contact or interaction between a customer and a business. For example, the customer journey has multiple touchpoints like the pre-purchase intent, purchasing decision, and post-purchase stage.

32. Voice of the customer (VoC)

The voice of the customer or VoC is a summary of a customer’s opinions, preferences, and dislikes about a company’s product. The VoC is used to inform and improve a company’s practices, products, and services.

Customer service actions

1. Benchmarking

Benchmarking is the process of comparing a company's performance or practices against industry standards to identify areas for improvement.

2. Conflict resolution

Conflict resolution is the process of finding a solution to a disagreement or dispute. In customer service, conflict resolution is important in order to maintain customer satisfaction and decrease the chance of losing customers. 

📚 Related reading: 17 ways to respond to an angry customer

3. Cross-selling

Cross-selling is the act of offering customers complementary products or services along with a product they are already considering.

4. Customer journey mapping

Customer journey mapping is a visual strategy that maps out a customer’s entire experience with a company. This strategy points out a customer’s needs and processes at every interaction with a company.

5. Digital transformation

Digital transformation is integrating digital technologies to a company’s customer service processes. For example, a brick-and-mortar store may undergo a digital transformation when they begin offering their products online orders.

6. Escalation

Escalation is the process of transferring a customer’s issue to a higher-level support agent who is more skilled at providing the proper solution. Escalation is necessary to address urgent tickets or high-priority customers. For example, a ticket from a loyal customer with a high lifetime value will likely need a higher-level agent.

7. Follow-up

A follow-up is communication meant for checking up on customers who have had a previous interaction with a company. Follow-ups are typically done when asking for customer feedback and reviews.

8. Service recovery

Service recovery is the process of regaining customer satisfaction after a negative experience. For example, service recovery is when a company provides a 50% off discount code due to delayed shipping.

9. Upselling

Upselling is the act of encouraging customers to purchase additional products or a higher-priced variant of a product, which can help increase your company’s revenue and average order value (AOV).

🧠 Learn more: How to upsell in 11 different ways

Customer service tools, types, and channels

1. Call center

A call center is a department that handles incoming and outgoing customer communications, often via telephone. Companies with large customer bases may outsource part of their customer service to a call center company.

2. Chatbot

A chatbot is an AI-powered, self-service feature that mimics human conversation. Chatbots can help agents from having to deal with repetitive inquiries or tickets. 

🧠 Learn more: What’s the difference between a chatbot and live chat?

3. Contact center

A contact center is a hub that manages customer interactions through various channels like email, phone, chat, and social media. Bigger companies may outsource their customer service to a contact center to address a greater number of customers.

4. Customer loyalty

Customer loyalty refers to how devoted a customer is to a business. Loyal customers are valuable to businesses because they result in more sales, higher customer lifetime value, and the potential for more customers through word–of-mouth marketing.

5. Customer persona

A customer persona, also known as a buyer persona, is a fictional representation of a customer, based on demographics, behaviors, and preferences. A business may create multiple customer personas in order to create suitable messaging and marketing materials. 

6. Customer portal

A customer portal is an online platform where customers can access their account information and support resources. Ecommerce stores benefit from customer portals by providing customers a self-service hub to manage orders and request returns or exchanges, without needing agent involvement.

7. Customer relationship management (CRM)

Customer relationship management, more commonly called CRM, or a CRM tool, refers to both software and strategies used to manage and analyze customer interactions and data.

8. Customer self-service portal

A customer self-service portal is a web-based platform that allows customers to find information and resolve issues on their own, without the help of an agent.

9. Helpdesk

A helpdesk is a hub for customer inquiries and technical support. Helpdesks manage customer data, orders, and inquiries in one platform. They can be operated by one person or a team of support agents.

🧠 Learn more: What is a helpdesk?

10. Interactive voice response (IVR)

Interactive voice response or IVR is an automated phone system that allows customers to get information from preset voice recordings.

11. Knowledge base

A knowledge base is a centralized database of information to help empower customers to learn about a product, service, or company on their own. Resources like instructional videos, FAQs, articles, and community posts can be found in a knowledge base.

12. Live chat

Live chat is a channel which connects customers with live agents. Live chat is a convenient option for ecommerce businesses with a high-traffic website.

13. Loyalty program

A loyalty program is a program designed to encourage customers to continue shopping with a brand through incentives like discounts, freebies, and exclusive access to products or services. An example of a loyalty program is a points-based reward program in which customers can redeem points in exchange for products.

OLIPOP’s Refer a Friend program rewards current customers $15 credit for each new referral they bring in, while also gifting the referred friends $15 off their first order.

📚 Related reading: How OLIPOP decreased their response time by 88% and resolution time by 91% with 25x ROI

14. Multi-channel support

Multi-channel support involves offering customer support through various channels like phone, email, and live chat.

15. Omnichannel support

Omnichannel support is the process of providing consistent customer support across multiple communication channels with the help of application add-ons. With Gorgias, support teams can integrate email, phone, SMS, live chat, and social media accounts to provide a seamless customer experience.

16. Self-service

Self-service options are customer support options that allow users to find answers or solutions independently, without contacting an agent. Self-service options include chat widgets, chatbots, and knowledge bases.

🧠 Learn more: Raise customer satisfaction with self-service options

17. Social listening

Social listening is the process of monitoring and analyzing social media platforms for mentions and comments about a company.

18. Survey

A survey is a set of questions that aims to collect customer feedback, opinions, and reviews about a company, product, or experience. In customer service, surveys are important to gauge overall customer satisfaction with a product.

19. Ticketing system

A ticketing system is a customer service software tool that manages customer support inquiries and improves agent workflow. Gorgias is a helpdesk with a ticketing system, which allows agents to handle customer inquiries by creating and resolving tickets.

📚 Related reading: Best practices for effective ticket management

20. Virtual assistant (VA)

Virtual assistants, also referred to as VAs, are individuals who work remotely and are contracted to assist a business with administrative and technical support. Companies may choose to hire a virtual assistant to increase efficiency, improve data organization, while reducing hiring costs. 

21. Voice

Voice refers to a support channel that uses telephone or voice messages to communicate. Having a voice channel can be a great way to reach customers who prefer to get support over the phone.

22. Widget

A widget is an interactive element on a website that provides an answer to customer inquiries. Widgets are a form of self-service customer service and can include chatbots and interactive quizzes.

A chat widget equipped with a bot that recommends articles to customers.

Customer service operations and ticket management

1. Canned response

A canned response is a pre-written message that is used to reply to common inquiries and questions. Using canned responses is one way to increase first response times (FRT) and prevent your support team from doing repetitive work. 

2. Coaching

Coaching is the process of providing guidance, training, and feedback to customer service agents to develop their ability to engage with customers and deliver exceptional customer service.

3. Service-level agreement (SLA)

A service-level agreement or SLA is a contractually agreed-upon level of service, specifying response times and processes for customer support.

4. Macros

Macros are pre-made responses that can include important customer information pulled from ecommerce platforms like Shopify or BigCommerce. On Gorgias, Macros are advanced canned responses. 

5. Backlog

Backlog refers to customer inquiries or tickets that need attention and have yet to be acknowledged and resolved.

6. Business hours

Business hours refer to the designated working hours during which a company operates and provides customer service.

7. Closed tickets

Closed tickets represent customer inquiries that have been resolved or addressed to the customer's satisfaction.

8. Collision detection

Collision detection is a feature in Gorgias that prevents multiple agents from simultaneously working on the same customer ticket to avoid duplicate or conflicting responses.

9. Conversion rate

Conversion rate refers to the ratio between customers who interact or visit a website and customers who purchase a product or subscribe to a service. Conversion rate measures how effective a sales or marketing strategy is. In other words, it is the difference between window shoppers and first-time customers.

10. Customer intent

Customer intent refers to the underlying reason behind a customer's inquiry. Understanding every customer’s intent can give support teams insight into customer behavior and can highlight the strengths and weaknesses of a product.

11. Customer sentiment

Customer sentiment is the underlying connotation and overall mood of a support ticket or inquiry. Understanding customer sentiment is helpful to engage with customers in pleasant ways. Failing to match a customer’s sentiment may result in losing them as a customer due to a bad customer experience.

📚 Related reading: 15 customer phrases to use and 5 to avoid

12. Customer ticket lifecycle

The customer ticket lifecycle represents the different stages a customer support ticket goes through, from its creation to resolution.

13. Integration

Integration is the process of connecting different applications to a helpdesk, enabling them to share data and increase the efficiency of customer service operations.

14. Intent detection

Intent detection is a customer experience automation feature in Gorgias that automatically identifies a ticket's intent based on its messaging.

15. Onboarding

Onboarding is the process of guiding and assisting new customers to get acquainted with a product or service.

The path of turning a customer service team into a profit center, starting with onboarding.

16. One-touch ticket

One-touch tickets are inquiries that can be resolved in a single interaction without requiring further follow-up.

17. Open tickets

An open ticket is a ticket that has not yet been answered or resolved by a customer service agent.

18. Outsourcing

Outsourcing is the practice of delegating specific tasks to third-party companies. For businesses, this can mean outsourcing some customer service tasks to a call center company.

19. Reassign

Reassigning a ticket means handing over the ownership of a ticket to another agent of the support team. Reassigning tickets is beneficial for balancing the workload or pairing a customer with an agent with more specialized knowledge.

20. Rules

Rules are customizable automations that trigger actions based on pre-set conditions. In Gorgias, Rules offload tedious work by automatically closing, tagging, or assigning tickets to particular agents.

21. Script

A script is a predefined response used by agents during frequent, predictable interactions. Customer service scripts are helpful for answering frequently asked questions, alleviating angry customers, or upselling new products.

22. Shared ownership

Shared ownership is when multiple team members collaborate and take collective responsibility for resolving a customer inquiry or ticket.

23. Ticket routing

Ticket routing is the automated process of transferring support tickets to the most appropriate customer service agent or team based on pre-set Rules.

24. Ticket status

Ticket status refers to the current state of a support ticket, indicating whether it is open, in progress, on hold, or closed.

25. Ticket views

Ticket views in Gorgias are customizable filters that help organize support tickets by certain criteria. For example, one ticket view can display only high-priority tickets, so agents can resolve urgent issues faster.

26. Unassigned ticket

An unassigned ticket is a customer inquiry that has not been assigned to a specific customer service agent for handling.

27. Variables

Variables refer to the elements or properties of a customer support ticket that can store different values or data. Some examples of ticket variables are customer intent, ticket status, and tags.

Gorgias also has a Ticket Fields feature that enables tickets to have custom variables. This allows support teams to label tickets according to their needs.

Customer service soft skills

1. Soft skills

Soft skills are non-technical skills, such as empathy and resourcefulness, that enable effective customer interactions.

2. Active listening

Active listening involves understanding, responding, and remembering what a customer is saying during a conversation.

3. Empathy

Empathy is the ability to understand and share the feelings of customers. Being empathetic is crucial to providing thoughtful customer service that puts the customer first. 

4. Proactive

Being proactive means taking initiative by anticipating potential customer issues, and acting in advance to prevent them from occurring.

5. Resourceful

Being resourceful means having the creativity and inventiveness to find solutions to customer problems. A resourceful agent consults all possible resources, including fellow teammates and team leads, to satisfy customers.

6. Social intelligence

Social intelligence is the capacity to navigate social situations and appropriately participate in interpersonal dynamics based on emotional awareness and empathy.

Metrics and KPIs

1. Key performance indicator (KPI)

Key performance indicators, known as KPIs, are used to evaluate the effectiveness of customer service efforts. KPIs help customer service teams to set goals, establish standards, and maintain excellent service.

2. Average first response time

Average first response time is the average time it takes for your customer service team to send the first response to a customer after receiving a request. 

3. Average handle time

Average handle time is the average time it takes for your customer service team to handle a case from start to finish. 

4. Average hold time

Average hold time is the average time a customer spends on hold before connecting with a support agent.

5. Average response time

Average response time, also known as average reply time, is the average time it takes for your customer service team to get back to a customer throughout an entire customer ticket lifecycle.

6. Call abandonment rate 

Call abandonment rate is the percentage of callers who hang up before speaking to a customer service representative.

7. Call monitoring

Call monitoring refers to listening in on calls to ensure company policies are being followed and agents are providing high-quality assistance. Monitoring calls can help teams collectively find better resolutions and can also prepare them for similar interactions in the future.

8. Call volume

Call volume is the total number of incoming customer calls received by a support team. 

9. Churn rate

Churn rate is the percentage of customers who stop doing business with a company over a specific period, such as over a month or year. Churn rate suggests customer dissatisfaction with a company’s product, service, or policies.

10. Customer effort score (CES)

Customer effort score or CES is a metric that assesses how much effort a customer has to put in to resolve their issue. CES is measured by sending customers a one-question survey asking how much effort was required of them to resolve their issue. Answers range from no effort to very high effort. A successful customer service operation will require little to no effort. 

11. Customer lifetime value (CLV)

Customer lifetime value (CLV) is the projected revenue a customer is expected to generate throughout their relationship with a company. Some ways to increase CLV involve improving customer touchpoints, upselling, reaching out to neutral and unsatisfied customers, and creating a loyalty program. 

12. Customer satisfaction score (CSAT)

Customer satisfaction or CSAT measures general customer satisfaction and happiness with your products or service. CSAT can be measured by collecting customer feedback from surveys and reviews.

🧠 Learn more: 9 ways to improve your CSAT score and response rate

13. Customer support metrics

Customer support metrics are measurements used to evaluate the effectiveness and quality of customer service interactions. Customer service teams can use metrics such as first response time, customer satisfaction scores, churn rate, and other indicators to assess the overall support experience.

14. First call resolution (FCR)

First call resolution (FCR), also known as first contact resolution, is a call center metric that measures the rate of resolving a customer inquiry within the first call. An excellent FCR rate indicates that a support team is well-trained to be able to solve issues quickly.

15. First response time (FRT)

First response time (FRT), sometimes called first reply time, is how quickly a customer inquiry is acknowledged. Customers expect their questions to be answered as quickly as possible, and FRT is a good measure of how responsive customer service teams are.

16. Net promoter score (NPS)

Net promoter score (NPS) measures customer loyalty and the likelihood of a customer recommending a company’s products or services to others. A high net promoter score can indicate high customer retention and loyalty. A low net promoter score can be a sign that your product or service is decreasing in quality.

17. Service level expectation (SLE)

A service level expectation (SLE) is an agreed-upon standard for the response or resolution time that a customer anticipates from a customer service team. It serves as a performance metric to ensure timely handling of customer inquiries.

18. Service level goal (SLG)

A service level goal (SLG) is the desired or targeted service level for responding to customer inquiries within a specific timeframe.

Service level objective (SLO)

Service level objectives (SLOs) are targets or thresholds for performance metrics like response times or resolution times. SLOs are used to track a team’s performance and ensure high-quality customer service. For example, a support team may be required to respond to emails in no longer than 24 hours. 

19. Retention rate

Customer retention rate is the percentage of existing customers that continue buying from your brand over a given period of time. It directly reflects a brand's ability to retain existing customers, which is more cost-effective than acquiring new customers.

20. Resolution time

Resolution time is the average time a customer spends interacting with a business’s customer support, helpdesk, or customer service team before their issue is solved. Agents should aim to have a low resolution time to secure higher customer satisfaction. 

21. Ticket volume

TIcket volume refers to the total number of tickets a customer service team receives in a specified amount of time, such as a day, week, or month. A high ticket volume may indicate unclear company policies or an uninformative website.

22. Turnaround time

Turnaround time is how long it takes for support teams to resolve a customer issue. Websites that offer support can display the turnaround time for each support channel to make customers aware of the approximate time they can receive an answer.

Level up your customer service with Gorgias

Gorgias offers a powerful solution to kickstart and streamline your customer service team. With the ability to automate repetitive tasks and integrate with popular ecommerce platforms like Shopify and Adobe Commerce, your agents can focus on providing personalized support to customers.

Additionally, Gorgias's real-time insights and advanced reporting tools allow you to track agent performance and identify revenue opportunities to keep your customers coming back.

If you’re ready to level up with Gorgias, the first step is to start agent training with Gorgias Academy. If you can’t wait, go ahead and book a demo.

First Response Time

First Response Time: Your Guide to Understand + Lower the Metric

By Halee Sommer
15 min read.
0 min read . By Halee Sommer

It's tough to point to a single most important metric in customer service. But if we had to, first response time would be a top contender.

First response time (FRT) is the time between a customer asking a question and your team’s initial response. When your FRT is too long, customers are left wondering whether you even received their question, let alone will get them an answer.

"Of course, the best-case scenario is quickly answering the customer's question (or automating the answer). But even if you can't solve the question right away, letting the customer know you received their inquiry — and that it didn't get sent into the void — is great for customer confidence and satisfaction.” —Bri Christiano, Director of Customer Support at Gorgias

Let’s dive into first response time to understand why it’s so make-or-break for your team. Then, we’ll unpack best practices you can use to lower FRT for your team, plus how to use this KPI alongside other metrics to support your overall customer service strategy. 

Why is first response time important in ecommerce?

A quick first response time is a key way to build customer trust, letting customers know right away that you are taking their inquiry seriously and that you will resolve the issue as fast as possible.

First Response Time in customer service.

         

Here are a few reasons a strong FRT improves your customer experience and your support team’s impact on the business:

Meet customer expectations 

According to our research, 90% of U.S. customers say an immediate customer service response is “important” or “very important.” Plus, 60% of people who need support want it in 10 minutes or less. 

In other words, near-instant FRTs are important to 90% of shoppers — and after 10 minutes, you’re disappointing over half of your shoppers. 

Drive conversion rate

First-response time is especially important for pre-sales support questions, like "Will this arrive before Christmas?" or "Which size is right for me?". Any customer reaching out about pre-sales support likely needs their questions answered before they commit to click checkout, or before they hop over to Amazon to buy it.  

A speedy response is just the thing to give the shopper the information they need to make a confident purchase decision and boost their trust in your brand — two factors that can contribute to high conversion rates. 

Increase revenue-related KPIs

First response time also impacts other important support metrics, including ones that impact your revenue:

  • Resolution time: A fast response time often leads to a quicker resolution — and a customer who’s more likely to cite a positive shopping experience with your brand. 
  • Lower return rate: Give a customer a fast response to their questions, especially in pre-sales moments, and they’ll have the information they need to make a confident purchase decision. This lowers the likelihood that they’ll need to return the item later. 
  • Higher conversion rate: If a customer has a question about a product, they need a quick response to convince them to click checkout. Otherwise, they’re just going to go to a competitor. 
  • Customer satisfaction: Fast response times go a long way to show a customer they are valued. Offer a quick response to increase brand trust, which leads to improved customer satisfaction. 

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How to calculate and track first response time 

Luckily, you don’t have to be a math wiz to find your brand’s first response time.  

Start by simply looking at your tickets. Compare the time the ticket came in with the time a support agent responded. That time difference is your FRT. 

Example of First Response time in a helpdesk.

         

For example, if a ticket comes in at 8 am Monday, and an agent responds at 8 am Tuesday, your response time is 1 day. 

You can also keep track of first response times across a certain period, or from a certain agent, to understand the average response time. Simply collect response times over a certain period, then, divide that number by the total number of resolved tickets during that same time frame. 

The equation looks like this: 

Total first response times during chosen time period / total # of resolved tickets during chosen time period = Average first response time

Formula to calculate average first response time.

         

Here’s what calculating FRT averages looks like, using real numbers: 85,000 seconds / 900 resolved tickets = 94.4 seconds (average first response time) 

That means that, on average, your agents are able to respond to customer tickets within 94.4 seconds of receiving a request (for that period). 

If math isn’t your thing, don’t sweat it. Most helpdesks these days automatically calculate and report on average first response time for you. 

Gorgias calculates important metrics, like first response time, automatically. Plus, you can slice and dice the information to understand FRT by factors like: 

  • Channel (email, SMS, social media, etc.)
  • Contact reason (to understand what kind of questions to automate)
  • Agent (to inform coaching)
  • Time period (to understand if it changed after implementing something)
Dashboard to understand first response time (FRT) for all your support agents.

         

This way, you’re never left in the dark about how your support strategy is performing.  

First response time benchmarks by support channel 

Customers want the option to get in touch with your customer service team on the channel of their choice. Even more, Salesforce reports that 74% of shoppers want a variety of channels to choose from.   

If you’ve adopted an omnichannel support strategy, keep in mind different channels have varying response times. 

We’ve broken down a few of the most popular channels to give you an idea of what to expect — and what response times Gorgias customers achieve, on average. 

First Response Time by channel

         

Email 

  • Stellar: 1 hour
  • Above average: 2 hours
  • Average: 1 day
  • Unacceptable: More than 24 hours

Gorgias customers see an average email FRT of 7 minutes and 57 seconds.  

Chat

  • Stellar: Under 1 minute 
  • Above average: Under 5 minutes 
  • Average: 10 minutes 
  • Unacceptable: Over 1 hour 

Gorgias customers see an average chat FRT of 7 minutes and 54 seconds. 

SMS

  • Stellar: Under 1 minute
  • Above average: Under 5 minutes 
  • Average: 10 minutes 
  • Unacceptable: Over 1 hour 

Gorgias customers see an average SMS first response time of 59 seconds.

Social media 

  • Stellar: A few minutes
  • Above average: Under 2 hours
  • Average: 1 day
  • Unacceptable: More than 1 day

Gorgias customers see a slightly different average FRT depending on the social media platform. 

  • Facebook Messenger: 4 hours and 30 seconds 
  • Instagram DM: 7 hours and seven minutes 
  • Twitter DM: 7 hours and 58 minutes 

Automation is preferable to offer a quick response to your customers. Either an instant automated answer to their question, or an automation to let them know you’re on the way.  

5 tactics to reduce first response time 

Reducing your FRT is a great way to optimize for customer satisfaction. Luckily, there are a few tactics you can take now to reduce FRT that also reduce the load on your support team. 

1. Automate repetitive questions to reduce ticket volume

Automating responses to repetitive customer questions has a two-fold benefit:

  • Automating answers with a helpdesk effectively means achieving one-touch resolutions for your most common customer inquiries.
  • It reduces the overall number of tickets reaching your agents, letting them focus on high-impact inquiries that automation can’t handle. 

How this works in Gorgias

Gorgias Automate deflects up to 30% of tickets (meaning 30% of customer issues were resolved without human interaction.) If 30% of your helpdesk is cleared, that means you can get to the leftover tickets faster. 

Two great features in Automate are Flows and Article Recommendations, which provide personalized, automated answers to customer FAQs.

Both features give customers a 0-second first response time, but these interactions don’t impact your measured FRT since no ticket is created.

You can then track how much time and money automation saves your customers in first response time:

Take a look at how skincare brand Topicals implemented Flows to help shoppers navigate their product offerings. So, when a customer asks, “How do I find the right face wash?” Flows will ask a series of questions and offer a personalized recommendation based on the customer’s answers. 

Flows to automate repetitive customer queries.

2. Automatically send a message that you’re on your way

Even if you can’t use automation to answer a customer question, it can let customers know their message has been received and that an agent is on their way to help. 

Leaving customers in the dark about when they’ll receive a response is likely to make any customer anxious. An automated response not only lowers your FRT by responding immediately, but it also quells your customers’ fears that their questions will not be answered.

"Offer an automated message to fire almost instantly so customers know their question was received and someone will be looking into it shortly. Fire it off regardless of channel — the only exception being if your human agent happens to be available to respond."

—Bri Christiano, Director of Customer Support at Gorgias

Berkey Filters built a Rule using Gorgias to automatically reply to SMS messages as they came in.  

Automation to auto-reply that we

         

In their message, Berkey Filters starts by thanking the customer for reaching out. It also sets expectations by sharing customer support’s hours of operation. That way, if a customer messages outside of operating hours, they aren’t left waiting for a response. 

By adding in an "If the message from agent is false" condition, it also protects you from accidentally firing off this response if a live agent has already responded.

This is only one example of how to use Rules, or Gorgias automations, to automatically reply to tickets. With Gorgias, you could set this up for any channel, or set up a Rule so that it only fires outside of your set business hours, on live chat, when your agents are away, and so much more.

3. Assign and prioritize tickets automatically 

Some tickets need a more immediate response than others. Angry or upset customers require ticket escalation to try and salvage the relationship and prevent negative reviews, returns, or customer churn. 

Prioritizing your incoming tickets will help your agents lower FRT on tickets that need the fastest responses. They can respond to high-priority tickets first. Any other tickets that automation can’t cover can wait. 

Prioritize customer support tickets

         

Instead of manually sorting your tickets day in and day out, Gorgias can automatically prioritize tickets as they come in. 

Gorgias makes use of AI to analyze incoming tickets based on natural language processing (NLP). The platform also lets you create Rules to determine a ticket’s priority level. Then, it processes language on incoming tickets using the Rule you set in order to take an automatic action. 

Automatic ticket triage to improve FRT.

         

This is also where Gorgias’s deep integration with Shopify really shines. The integration lets you pull in customer information, like order number and order status, to help prioritize tickets. 

For instance, you can prioritize cancellation requests from customers that placed an order in the last 24 hours, to avoid shipping products with the wrong shipping address. You could also prioritize messages from customers who have spent more than $100 (or any amount) from your store, to make sure your VIP customers are taken care of.

4. Drive support traffic to messaging channels (and away from email)

Email is notoriously one of the slowest customer support channels out there. The good news? This aligns with customer expectations: A customer who sends an email isn’t waiting at the computer for a response, whereas one who sends a live chat message probably is.

With all the faster options out there, don’t rely on email as your most prominent support channel. Deprioritize email by adding a live chat option, or by making your email address a little harder to find on your website. Consider also adding a robust Help Center and guiding shoppers toward self-service channels. 

You can easily use email as a springboard to push customers to other, faster channels. 

Berkey Filters does this by using an automated response to inform customers about faster options to connect with an agent. Plus, they share a link to the Help Center, so customers can see if they can find a solution to their problems themselves, without needing human interaction. 

Example of an email directing customers to faster channels.

         

Customers were informed right away that they were placed in the email queue, but were offered the option of texting or joining a chat with a live agent to resolve their problem even faster. 

5. Give your agents templates and Macros

One of the most time-saving tools you can give yourself and your team is templated responses, which help your agents avoid typing messages from scratch, or copy/pasting customer information. 

Customer Service Macros.

         

At Gorgias, these templates are called Macros. These are canned responses you can use to populate answers to customer questions. You can also personalize these responses by pulling data from your Shopify account. 

If you can't automate an answer, the Macro gives your agents a headstart so they aren't wasting time remembering what the right policy is, typing out a message from scratch, or manually copying/pasting the customer's information (like name or order number). 

First response time works best when it’s combined with other metrics

First response time isn’t a be-all, end-all KPI — it’s just one metric, best used in concert with others to get a broader understanding of how your team is performing. 

Average Resolution time

Average resolution time (ART) is the amount of time it takes your customer support team to fully solve a customer’s problem and close the ticket.

Gorgias customers have an average resolution time of 1.67 hours.

Read our guide on resolution time to learn best practices to improve this metric for your brand.

How Average Resolution Time works alongside FRT

The initial response time is vitally helpful to understand how quickly your agents can spring into action, but it’s your resolution time that speaks to how helpful your responses are. 

If you have a great first response time but have unhelpful answers, or just go back and forth with a customer, your resolution time is going to suffer. Calculating both helps you make sure you're balancing speed (FRT) with quality answers that lead to a full Resolution (RT)

OLIPOP grew quickly and needed help from Gorgias to keep up with their exceptional customer support. 

Gorgias helped them reduce Response Time by 88% and Resolution Time by 91%, which led to a 1,200% increase in revenue from customer support. 

"We wanted to make sure customers can reach out to us via any platform and we'd have the ability to quickly answer it all in one place." —Eli Weiss, Director of CX, OLIPOP

📚 Related reading: How OLIPOP decreased their response time by 88% and resolution time by 91% with 25x ROI

CSAT

Customer satisfaction score, or CSAT is an important metric to measure your customer base’s level of satisfaction with their shopping experience. 

The more satisfied a customer is, the more likely they are to become a repeat shopper, refer friends, or leave a great review. 

Using Gorgias, you can automatically send customer satisfaction surveys and track your scores over time. Learn more about our satisfaction survey and dashboard

Customer Satisfaction scores.

         

How CSAT works alongside FRT

First response time is a metric that goes hand-in-hand with your CSAT. 

If you slow response time, you can expect your CSAT to be similarly low. A customer who has to wait days for an email response, or several minutes on hold during a phone call is likely to have an unsatisfactory experience. 

Decreasing your first reply times will inevitably increase customer satisfaction.

Read our Director of Support's guide to improving CSAT scores for more guidance.

Contact rate

Customer contact rate is a metric to measure the percentage of active customers in contact with your support team over a specified period. 

Generally speaking, you want your customer contact rate to be low. A low rate means most customers are satisfied with their shopping experience and don’t require further support. 

One tactic to lower your contact rate is to offer more self-service options, like a knowledge base or FAQ. That way, your customers can help themselves with frequently asked questions like “Where’s my order?” or “Do you accept returns?” Then, higher-priority tickets can be tackled by your reps. 

How Contact Rate works alongside FRT

While you want your first response time to be low, even better is reducing your contact rate. 

That means your customers are running into fewer issues that would lead them to reach out to customer support in the first place. Or, that they turn to self-service resources when they do have an issue. 

Gorgias: your ecommerce helpdesk for cutting first response times

If your support agents have to answer every question by hand, or toggle between a dozen different tabs to respond to different challenges, your first-response time will always suffer.

A helpdesk like Gorgias has an immediate positive impact on your FRT because it collects messages from every channel, automatically responds to basic questions, and gives agents powerful tools to respond to messages as fast as possible.

Before implementing Gorgias, Timbuk2’s customer service team took, on average, 2 days to respond to customer inquiries. They knew they needed to centralize and automate their customer support — that’s where Gorgias came in. 

Making the leap to Gorgias helped Timbuk2 streamline its support strategy, gaining a 96% faster response time and a nice 35% boost in revenue. 

"Increased customer support should go hand in hand with revenue growth. We want to turn customer experience into a profit center and we have more opportunities to grow with Gorgias." —Joseph Piazza, Senior Customer Experience Manager, Timbuk2

Gorgias helps ecommerce companies improve their first response time, along with other key metrics, to build exceptional customer experiences that drive revenue. 

Sign up for Gorgias or book a demo to start tracking and improving your first response time today!

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