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Conversational Commerce Strategy

AI in CX Webinar Recap: Building a Conversational Commerce Strategy that Converts

By Gabrielle Policella
0 min read . By Gabrielle Policella

TL;DR:

  • Implement quickly and optimize continuously. Cornbread's rollout was three phases: audit knowledge base, launch, then refine. Stacy conducts biweekly audits and provides daily AI feedback to ensure responses are accurate and on-brand.
  • Simplify your knowledge base language. Before BFCM, Stacy rephrased all guidance documentation to be concise and straightforward so Shopping Assistant could deliver information quickly without confusion.
  • Use proactive suggested questions. Most of Cornbread's Shopping Assistant engagement comes from Suggested Product Questions that anticipate customer needs before they even ask.
  • Treat AI as another team member. Make sure the tone and language AI uses match what human agents would say to maintain consistent customer relationships.
  • Free up agents for high-value work. With AI handling straightforward inquiries, Cornbread's CX team expanded into social media support, launched a retail pop-up shop, and has more time for relationship-building phone calls.

Customer education has become a critical factor in converting browsers into buyers. For wellness brands like Cornbread Hemp, where customers need to understand ingredients, dosages, and benefits before making a purchase, education has a direct impact on sales. The challenge is scaling personalized education when support teams are stretched thin, especially during peak sales periods.

Katherine Goodman, Senior Director of Customer Experience, and Stacy Williams, Senior Customer Experience Manager, explain how implementing Gorgias's AI Shopping Assistant transformed their customer education strategy into a conversion powerhouse. 

In our second AI in CX episode, we dive into how Cornbread achieved a 30% conversion rate during BFCM, saving their CX team over four days of manual work.

Top learnings from Cornbread's conversational commerce strategy

1. Customer education drives conversions in wellness

Before diving into tactics, understanding why education matters in the wellness space helps contextualize this approach.

Katherine, Senior Director of Customer Experience at Cornbread Hemp, explains:

"Wellness is a very saturated market right now. Getting to the nitty-gritty and getting to the bottom of what our product actually does for people, making sure they're educated on the differences between products to feel comfortable with what they're putting in their body."

The most common pre-purchase questions Cornbread receives center around three areas: ingredients, dosages, and specific benefits. Customers want to know which product will help with their particular symptoms. They need reassurance that they're making the right choice.

What makes this challenging: These questions require nuanced, personalized responses that consider the customer's specific needs and concerns. Traditionally, this meant every customer had to speak with a human agent, creating a bottleneck that slowed conversions and overwhelmed support teams during peak periods.

2. Shopping Assistant provides education that never sleeps

Stacy, Senior Customer Experience Manager at Cornbread, identified the game-changing impact of Shopping Assistant:

"It's had a major impact, especially during non-operating hours. Shopping Assistant is able to answer questions when our CX agents aren't available, so it continues the customer order process."

A customer lands on your site at 11 PM, has questions about dosage or ingredients, and instead of abandoning their cart or waiting until morning for a response, they get immediate, accurate answers that move them toward purchase.

The real impact happens in how the tool anticipates customer needs. Cornbread uses suggested product questions that pop up as customers browse product pages. Stacy notes:

"Most of our Shopping Assistant engagement comes from those suggested product features. It almost anticipates what the customer is asking or needing to know."

Actionable takeaway: Don't wait for customers to ask questions. Surface the most common concerns proactively. When you anticipate hesitation and address it immediately, you remove friction from the buying journey.

3. Implementation follows a clear three-phase approach

One of the biggest myths about AI is that implementation is complicated. Stacy explains how Cornbread’s rollout was a straightforward three-step process: audit your knowledge base, flip the switch, then optimize.

"It was literally the flip of a switch and just making sure that our data and information in Gorgias was up to date and accurate." 

Here's Cornbread’s three-phase approach:

  1. Preparation. Before launching, Cornbread conducted a comprehensive audit of their knowledge base to ensure accuracy and completeness. This groundwork is critical because your AI is only as good as the information it has access to.
  2. Launch and training. After going live, the team met weekly with their Gorgias representative for three to four weeks. They analyzed engagements, reviewed tickets, and provided extensive AI feedback to teach Shopping Assistant which responses were appropriate and how to pull from the knowledge base effectively.
  3. Ongoing optimization. Now, Stacy conducts audits biweekly and continuously updates the knowledge base with new products, promotions, and internal changes. She also provides daily AI feedback, ensuring responses stay accurate and on-brand.

Actionable takeaway: Block out time for that initial knowledge base audit. Then commit to regular check-ins because your business evolves, and your AI should evolve with it.

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

4. Simple, concise language converts better

Here's something most brands miss: the way you write your knowledge base articles directly impacts conversion rates.

Before BFCM, Stacy reviewed all of Cornbread's Guidance and rephrased the language to make it easier for AI Agent to understand. 

"The language in the Guidance had to be simple, concise, very straightforward so that Shopping Assistant could deliver that information without being confused or getting too complicated," Stacy explains. When your AI can quickly parse and deliver information, customers get faster, more accurate answers. And faster answers mean more conversions.

Katherine adds another crucial element: tone consistency.

"We treat AI as another team member. Making sure that the tone and the language that AI used were very similar to the tone and the language that our human agents use was crucial in creating and maintaining a customer relationship."

As a result, customers often don't realize they're talking to AI. Some even leave reviews saying they loved chatting with "Ally" (Cornbread's AI agent name), not realizing Ally isn't human.

Actionable takeaway: Review your knowledge base with fresh eyes. Can you simplify without losing meaning? Does it sound like your brand? Would a customer be satisfied with this interaction? If not, time for a rewrite.

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

5. Black Friday results proved the strategy works under pressure

The real test of any CX strategy is how it performs under pressure. For Cornbread, Black Friday Cyber Monday 2025 proved that their conversational commerce strategy wasn't just working, it was thriving.

Over the peak season, Cornbread saw: 

  • Shopping Assistant conversion rate jumped from a 20% baseline to 30% during BFCM
  • First response time dropped from over two minutes in 2024 to just 21 seconds in 2025
  • Attributed revenue grew by 75%
  • Tickets doubled, but AI handled 400% more tickets compared to the previous year
  • CSAT scores stayed exactly in line with the previous year, despite the massive volume increase

Katherine breaks down what made the difference:

"Shopping Assistant popping up, answering those questions with the correct promo information helps customers get from point A to point B before the deal ends."

During high-stakes sales events, customers are in a hurry. They're comparing options, checking out competitors, and making quick decisions. If you can't answer their questions immediately, they're gone. Shopping Assistant kept customers engaged and moving toward purchase, even when human agents were swamped.

Actionable takeaway: Peak periods require a fail-safe CX strategy. The brands that win are the ones that prepare their AI tools in advance.

6. Strategic work replaces reactive tasks

One of the most transformative impacts of conversational commerce goes beyond conversion rates. What your team can do with their newfound bandwidth matters just as much.

With AI handling straightforward inquiries, Cornbread's CX team has evolved into a strategic problem-solving team. They've expanded into social media support, provided real-time service during a retail pop-up, and have time for the high-value interactions that actually build customer relationships.

Katherine describes phone calls as their highest value touchpoint, where agents can build genuine relationships with customers. “We have an older demographic, especially with CBD. We received a lot of customer calls requesting orders and asking questions. And sometimes we end up just yapping,” Katherine shares. “I was yapping with a customer last week, and we'd been on the call for about 15 minutes. This really helps build those long-term relationships that keep customers coming back."

That's the kind of experience that builds loyalty, and becomes possible only when your team isn't stuck answering repetitive tickets.

Stacy adds that agents now focus on "higher-level tickets or customer issues that they need to resolve. AI handles straightforward things, and our agents now really are more engaged in more complicated, higher-level resolutions."

Actionable takeaway: Stop thinking about AI only as a cost-cutting tool and start seeing it as an impact multiplier. The goal is to free your team to work on conversations that actually move the needle on customer lifetime value.

7. Continuous optimization for January and beyond

Cornbread isn't resting on their BFCM success. They're already optimizing for January, traditionally the biggest month for wellness brands as customers commit to New Year's resolutions.

Their focus areas include optimizing their product quiz to provide better data to both AI and human agents, educating customers on realistic expectations with CBD use, and using Shopping Assistant to spotlight new products launching in Q1.

Build your conversational commerce strategy now

The brands winning at conversational commerce aren't the ones with the biggest budgets or the largest teams. They're the ones who understand that customer education drives conversions, and they've built systems to deliver that education at scale.

Cornbread Hemp's success comes down to three core principles: investing time upfront to train AI properly, maintaining consistent optimization, and treating AI as a team member that deserves the same attention to tone and quality as human agents.

As Katherine puts it:

"The more time that you put into training and optimizing AI, the less time you're going to have to babysit it later. Then, it's actually going to give your customers that really amazing experience."

Watch the replay of the whole conversation with Katherine and Stacy to learn how Gorgias’s Shopping Assistant helps them turn browsers into buyers. 

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min read.

AI Chatbot Not Working? 7 Common Issues and How to Fix Them

If your AI chatbot is looping, escalating too fast, or giving wrong answers, here’s how to fix it.
By Christelle Agustin
0 min read . By Christelle Agustin

TL;DR:

  • If your AI is giving wrong answers or getting stuck, it’s likely due to missing or conflicting knowledge. Ensure your AI is trained with up-to-date documents and add guardrails to prevent off-topic replies.
  • Loops and escalations usually mean your escalation rules aren’t specific enough. Define when AI should step in, when it should hand over, and create “escape phrases” that trigger human takeover.
  • Customers still want human help. Always offer a path to a real person and make sure your agents get full conversation context when a handoff happens.
  • Inconsistent tone between AI and agents can make disjointed experiences. Align your brand voice across all support channels and choose tools that let you customize AI tone.
  • AI works best when its role is clearly defined. Decide which topics it can handle, train it using real conversations, and review performance regularly to fine-tune your setup.

You’ve chosen your AI tool and turned it on, hoping you won’t have to answer another WISMO question. But now you’re here. Why is AI going in circles? Why isn’t it answering simple questions? Why does it hand off every conversation to a human agent?

Conversational AI and chatbots thrive on proper training and data. Like any other team member on your customer support team, AI needs guidance. This includes knowledge documents, policies, brand voice guidelines, and escalation rules. So, if your AI has gone rogue, you may have skipped a step.

In this article, we’ll show you the top seven AI issues, why they happen, how to fix them, and the best practices for AI setup. 

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1. AI sends the wrong answer — with confidence

AI can only be as accurate as the information you feed it. If your AI is confidently giving customers incorrect answers, it likely has a gap in its knowledge or a lack of guardrails.

Insufficient knowledge can cause AI to pull context from similar topics to create an answer, while the lack of guardrails gives it the green light to compose an answer, correct or not.

How to fix it: 

  • Update the AI knowledge base. Create a new document that covers the affected topic in its entirety. To ensure AI follows every step, write your instructions in a when/if/then format.
  • Define topics that AI should not handle. As a preventive measure, specify the topics the AI should skip and hand over to a human agent. For example, add words such as ‘disappointed’, ‘bad’, and ‘unacceptable’ to your AI off-limit list, so that human agents automatically handle negative-intent tickets.

2. Customer is stuck in an AI loop 

This is one of the most frustrating customer service issues out there. Left unfixed, you risk losing 29% of customers

If your AI is putting customers through a never-ending loop, it’s time to review your knowledge docs and escalation rules.

How to fix it:

  • Double-check for conflicts in knowledge. You may have provided multiple resolutions for the same issue across different knowledge sources, such as uploaded documents, website pages, and in-app instructions.
  • Add “escape routes”. Choose a set of phrases that automatically escalate conversations from AI to your support team. For example, “it’s not working” or “I already tried that”.
  • Set a max number of failed interactions before escalation. Opt for a one-fail-and-escalate approach for every conversation, or specify the number of failed interactions for certain topics.

3. AI escalates too quickly, even for easy questions

It can be frustrating when AI can’t do the bare minimum, like automate WISMO tickets. This issue is likely due to missing knowledge or overly broad escalation rules.

How to fix it:

  • Train AI on your FAQs and common issues. Which customer questions do you repeatedly receive? Create a document that lists out every question and its answer.
  • Update vague escalation rules. AI works best with specificity. For example, if you told it to escalate conversations about “returns,” it may even escalate frequently asked questions about return eligibility.

4. Customers can’t find a way to reach a human

One in two customers still prefer talking to a human to an AI, according to Katana. Limiting them to AI-only support could risk a sale or their relationship. 

The top live chat apps clearly display options to speak with AI or a human agent. If your tool doesn’t have this, refine your AI-to-human escalation rules.

How to fix it:

  • Set phrases to trigger escalation. In your knowledge docs, define which phrases should tell AI to hand a conversation over to your support team. For example, “I want to talk to someone” or “Can I talk to a human?”
  • Add a visible option to connect with a human. This can be a button in your chat widget, a note in your contact page, or even a link in your website footer. At minimum, give customers an easy-to-find way to reach a real person.

5. Handoff happens — but the agent gets no context

If your agents are asking customers to repeat themselves, you’ve already lost momentum. One of the fastest ways to break trust is by making someone explain their issue twice. This happens when AI escalates without passing the conversation history, customer profile, or even a summary of what’s already been attempted.

How to fix it:

  • Use rules to auto-tag conversations based on AI activity. Set up logic to tag tickets when certain conditions are met — like when AI attempted a specific action, couldn't resolve the issue, or triggered escalation.
  • Audit your escalated tickets. Look for patterns where context is missing, and adjust the AI-to-human transition logic accordingly.
  • Use an AI platform that provides automated ticket summaries. Choose a tool like Gorgias that provides a quick overview of every ticket.

6. The tone between AI and agent is jarring

Sure, conversational AI has near-perfect grammar, but if its tone is entirely different from your agents’, customers can be put off.

This mismatch usually comes from not settling on an official customer support tone of voice. AI might be pulling from marketing copy. Agents might be winging it. Either way, inconsistency breaks the flow.

How to fix it:

  • Create shared brand voice guidelines. Align tone, formality, and language rules across both AI scripts and agent responses.
  • Define emojis and punctuation use. A consistent visual style helps conversations feel smoother and more human.
  • Use AI tools that allow tone control. Choose platforms that let you customize the voice and personality of your AI to match your brand.
  • Train your agents with examples of ideal tone. Give your team brand voice examples of how conversations should continue when handed off.

7. You haven’t defined what AI should actually handle

When AI is underperforming, the problem isn’t always the tool. Many teams launch AI without ever mapping out what it's actually supposed to do. So it tries to do everything (and fails), or it does nothing at all.

It’s important to remember that support automation isn’t “set it and forget it.” It needs to know its playing field and boundaries.

How to fix it:

AI should handle

AI should escalate to a human

Order tracking (“Where’s my package?”)

Upset, frustrated, or emotional customers

Return and refund policy questions

Billing problems or refund exceptions

Store hours, shipping rates, and FAQs

Technical product or troubleshooting issues

Simple product questions

Complex or edge‑case product questions

Password resets

Multi‑part or multi‑issue requests

Pre‑sale questions with clear, binary answers

Anything where a wrong answer risks churn

How to set up AI that actually works

Once you’ve addressed the obvious issues, it’s important to build a setup that works reliably. These best practices will help your AI deliver consistently helpful support.

1. Define clear AI boundaries

Start by deciding what AI should and shouldn’t handle. Let it take care of repetitive tasks like order tracking, return policies, and product questions. Anything complex or emotionally sensitive should go straight to your team.

2. Train it using real customer conversations

Use examples from actual tickets and messages your team handles every day. Help center articles are a good start, but real interactions are what help AI learn how customers actually ask questions.

3. Set up fallback triggers

Create rules that tell your AI when to escalate. These might include customer frustration, low confidence in the answer, or specific phrases like “talk to a person.” The goal is to avoid infinite loops and to hand things off before the experience breaks down.

4. Make sure agents receive full context

When a handoff happens, your agents should see everything the AI did. That includes the full conversation, relevant customer data, and any actions it has already attempted. This helps your team respond quickly and avoid repeating what the customer just went through. 

An easy way to keep order history, customer data, and conversation history in one place is by using a conversational commerce tool like Gorgias.

5. Keep tone and voice consistent

A jarring shift in tone between AI and agent makes the experience feel disconnected. Align aspects such as formality, punctuation, and language style so the transition from AI to human feels natural.

6. Review handoffs regularly

Look at recent escalations each week. Identify where the AI struggled or handed off too early or too late. Use those insights to improve training, adjust boundaries, and strengthen your automation flows.

If your AI chatbot isn’t working the way you expected, it’s probably not because the technology is broken. It’s because it hasn’t been given the right rules.

AI that works your way and knows when to escalate

When you set AI up with clear responsibilities, it becomes a powerful extension of your team.

Want to see what it looks like when AI is set up the right way?

Try Gorgias AI Agent. It’s conversational AI built with smart automation, clean escalations, and ecommerce data in its core — so your customers get faster answers and your agents stay focused.

Get started with Gorgias AI Agent →

min read.

How to Pitch Gorgias Shopping Assistant to Leadership

Want to show leadership how AI can boost revenue and cut support costs? Learn how to pitch Gorgias Shopping Assistant with data that makes the case.
By Alexa Hertel
0 min read . By Alexa Hertel

TL;DR:

  • Position Shopping Assistant as a revenue-driving tool. It boosts AOV, GMV, and chat conversion rates, with some brands seeing up to 97% higher AOV and 13x ROI.
  • Highlight its role as a proactive sales agent, not just a support bot. It recommends products, applies discounts, and guides shoppers to checkout in real time.
  • Use cross-industry case studies to make your case. Show leadership success stories from brands like Arc’teryx, bareMinerals, and TUSHY to prove impact.
  • Focus on the KPIs it improves. Track AOV, GMV, chat conversion, CSAT, and resolution rate to demonstrate clear ROI.

Rising customer expectations, shoppers willing to pay a premium for convenience, and a growing lack of trust in social media channels to make purchase decisions are making it more challenging to turn a profit.  

In this emerging era, AI’s role is becoming not only more pronounced, but a necessity for brands who want to stay ahead. Tools like Gorgias Shopping Assistant can help drive measurable revenue while reducing support costs. 

For example, a brand that specializes in premium outdoor apparel implemented Shopping Assistant and saw a 2.25% uplift in GMV and 29% uplift in average order volume (AOV).

But how, among competing priorities and expenses, do you convince leadership to implement it? We’ll show you.

Why conversational AI matters for modern ecommerce

1) Meet high consumer expectations

Shoppers want on-demand help in real time that’s personalized across devices. 

Shopping Assistant recalls a shopper’s browsing history, like what they have clicked, viewed, and added to their cart. This allows it to make more relevant suggestions that feel personal to each customer. 

2) Keep up with market momentum

The AI ecommerce tools market was valued at $7.25 billion in 2024 and is expected to reach $21.55 billion by 2030

Your competitors are using conversational AI to support, sell, and retain. Shopping Assistant satisfies that need, providing upsells and recommendations rooted in real shopper behavior. 

3) Raise AOV and GMV

Conversational AI has real revenue implications, impacting customer retention, average order value (AOV), conversion rates, and gross market value (GMV). 

For example, a leading nutrition brand saw a GMV uplift of over 1%, an increase in AOV of over 16%, and a chat conversion rate of over 15% after implementing Shopping Assistant.

Overall, Shopping Assistant drives higher engagement and more revenue per visitor, sometimes surpassing 50% and 20%, respectively.

AI Agent chat offering 8% discount on Haabitual Shimmer Layer with adjustable strategy slider.
Shopping Assistant can send discounts based on shopper behavior in real time.

How to show the business impact & ROI of Shopping Assistant

1) Pitch its core capabilities

Shopping Assistant engages, personalizes, recommends, and converts. It provides proactive recommendations, smart upsells, dynamic discounts, and is highly personalized, all helping to guide shoppers to checkout

Success spotlight

After implementing Shopping Assistant, leading ecommerce brands saw real results:

Industry

Primary Use Case

GMV Uplift (%)

AOV Uplift (%)

Chat CVR (%)

Home & interior decor 🖼️

Help shoppers coordinate furniture with existing pieces and color schemes.

+1.17

+97.15

10.30

Outdoor apparel 🎿

In-depth explanations of technical features and confidence when purchasing premium, performance-driven products.

+2.25

+29.41

6.88

Nutrition 🍎

Personalized guidance on supplement selection based on age, goals, and optimal timing.

+1.09

+16.40

15.15

Health & wellness 💊

Comparing similar products and understanding functional differences to choose the best option.

+1.08

+11.27

8.55

Home furnishings 🛋️

Help choose furniture sizes and styles appropriate for children and safety needs.

+12.26

+10.19

1.12

Stuffed toys 🧸

Clear care instructions and support finding replacements after accidental product damage.

+4.43

+9.87

3.62

Face & body care 💆‍♀️

Assistance finding the correct shade online, especially when previously purchased products are no longer available.

+6.55

+1.02

5.29

2) Position it as a revenue driver

Shopping Assistant drives uplift in chat conversion rate and makes successful upsell recommendations.  

Success spotlight

“It’s been awesome to see Shopping Assistant guide customers through our technical product range without any human input. It’s a much smoother journey for the shopper,” says Nathan Larner, Customer Experience Advisor for Arc’teryx. 

For Arc’teryx, that smoother customer journey translated into sales. The brand saw a 75% increase in conversion rate (from 4% to 7%) and 3.7% of overall revenue influenced by Shopping Assistant. 

Arc'teryx Rho Zip Neck Women's product page showing black base layer and live chat box.
Arc’teryx saw a 75% increase in conversion rate after implementing Shopping Assistant. Arc’teryx 

3) Show its efficiency and cost savings

Because it follows shoppers’ live journey during each session on your website, Shopping Assistant catches shoppers in the moment. It answers questions or concerns that might normally halt a purchase, gets strategic with discounting (based on rules you set), and upsells. 

The overall ROI can be significant. For example, bareMinerals saw an 8.83x return on investment.  

Success spotlight

"The real-time Shopify integration was essential as we needed to ensure that product recommendations were relevant and displayed accurate inventory,” says Katia Komar, Sr. Manager of Ecommerce and Customer Service Operations, UK at bareMinerals. 

“Avoiding customer frustration from out-of-stock recommendations was non-negotiable, especially in beauty, where shade availability is crucial to customer trust and satisfaction. This approach has led to increased CSAT on AI converted tickets."

AI Agent chat recommending foundation shades and closing ticket with 5-star review.

4) Present the metrics it can impact

Shopping Assistant can impact CSAT scores, response times, resolution rates, AOV, and GMV.  

Success spotlight

For Caitlyn Minimalist, those metrics were an 11.3% uplift in AOV, an 18% click through rate for product recommendations, and a 50% sales lift versus human-only chats. 

"Shopping Assistant has become an intuitive extension of our team, offering product guidance that feels personal and intentional,” says Anthony Ponce, its Head of Customer Experience.

 

AI Agent chat assisting customer about 18K gold earrings, allergies, and shipping details.
Caitlyn Minimalist leverages Shopping Assistant to help guide customers to purchase. Caitlyn Minimalist 

5) Highlight its helpfulness as a sales agent 

Support agents have limited time to assist customers as it is, so taking advantage of sales opportunities can be difficult. Shopping Assistant takes over that role, removing obstacles for purchase or clearing up the right choice among a stacked product catalog.

Success spotlight

With a product that’s not yet mainstream in the US, TUSHY leverages Shopping Assistant for product education and clarification. 

"Shopping Assistant has been a game-changer for our team, especially with the launch of our latest bidet models,” says Ren Fuller-Wasserman, Sr. Director of Customer Experience at TUSHY. 

“Expanding our product catalog has given customers more choices than ever, which can overwhelm first-time buyers. Now, they’re increasingly looking to us for guidance on finding the right fit for their home and personal hygiene needs.”

The bidet brand saw 13x return on investment after implementation, a 15% increase in chat conversion rate, and a 2x higher conversion rate for AI conversations versus human ones. 

AI Agent chat helping customer check toilet compatibility and measurements for TUSHY bidet.
AI Agent chat helping customer check toilet compatibility and measurements for TUSHY bidet.

6) Provide the KPIs you’ll track 

Customer support metrics include: 

  • Resolution rate 
  • CSAT score 

Revenue metrics to track include: 

  • Average order value (AOV) 
  • Gross market value (GMV) 
  • Chat conversion rate 

Shopping Assistant: AI that understands your brand 

Shopping Assistant connects to your ecommerce platform (like Shopify), and streamlines information between your helpdesk and order data. It’s also trained on your catalog and support history. 

Allow your agents to focus on support and sell more by tackling questions that are getting in the way of sales. 

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

Further reading

Integrate Your Smile Io Account To Gorgias

Integrate your Smile.io account to Gorgias!

By Axelle Heems
1 min read.
0 min read . By Axelle Heems

Loyalty programs are widely used amongst e-commerce merchants to grow and maintain market share by improving the number of repeat customers and attracting new ones. These programs come in different formats - from loyalty points to surprise gifts depending on the level of loyalty of each customer - and have proven efficient to help brands build a community of consumers based on the emotional attachment to their identity and values.

As a customer support helpdesk, Gorgias is focused on providing the best experience for both end-consumers and support agents. Consequently, giving access to the most accurate information about your customers’ loyalty status enables your support team to adapt their answers to customer requests.

Thus, it seemed only natural that we partner with Smile.io, a rewards platform that has helped over 20,000 merchants reward their most loyal customers for performing profitable actions.

With Smile, you can create and manage reward programs such as loyalty points, referrals and VIP programs, to build a fruitful relationship with your customers.

Because Gorgias is appreciated for its ease of use and automation tools, we have decided to build a strong integration with Smile: not only can your support team have easy access to all the necessary data about your customers, but they can also use Smile variables in canned responses (or “macros”) and automation rules.

  • Display your customers’ Smile profiles next to tickets

Display-Smile-profiles-next-to-tickets-1

  • Use Smile variables (loyalty status, points balance, VIP program, referral url) in both your macros and your rules
Use-Smile-variables

By integrating your Smile account to Gorgias, you’ll be able to improve yet again not only your customer support but also your customers’ engagement to your brand. Our early adopters of the integration are already thrilled by it!

"We're loving the Smile integration so far! Having access to the variables in the automation features of Gorgias (macros and rules) is a game-changer, especially now that we're focusing on improving our loyalty program. It would be great if the integration went a little further in the future to enable editing loyalty points!"

Chris Storey, Founder and CEO at Dinkydoo

If you're already a Gorgias customer, you can connect Smile directly from your Gorgias account, in the Integrations section. If not, you can create an account here and get started in a few minutes.

Announcing The Okendo Integration

Announcing the Okendo integration

By Axelle Heems
1 min read.
0 min read . By Axelle Heems

Here at Gorgias, our aim is to provide the best customer support tools to our clients, whatever their specific needs. The more you grow, the more we work to develop our offer so that you can benefit from a tailor-made spectrum of integrations. As your business becomes more successful, you need to adapt your website to a fast-growing community of consumers, especially regarding the quality of your reviews and how they appear.

This is why today we are proud to announce our new partnership with Okendo, a customer-marketing platform perfectly suited for high-performance Shopify businesses.

Okendo helps Shopify’s fastest growing companies like oVertone, Paul Evans and Dormify build vibrant customer communities through product ratings & reviews, customer photos/videos and Q&A.

Along with this, Okendo gives you the tools to leverage customer generated content across other marketing channels such as Google Search, Google Shopping, Facebook and Instagram.

Since one of the key advantages of using Gorgias is to manage all your customer support in one dashboard, we decided to design a straight-to-the-point integration:

If a customer leaves low rating review such as < 3 stars and/or with negative sentiment, Okendo can automatically create a ticket in Gorgias. This way, your staff can quickly engage in a conversation with them to understand what went wrong, and address the issue immediately.

Okendo-Review-screenshot-1

We believe this integration will take your customer support teams to the next level, as Okendo has already convinced some of our key clients.

"One of our biggest assets is our unique customer community, so being able to maintain it as active and engaged as possible is key for our business. And making sure that we address any negative experience efficiently and in no time is just as important: this is exactly what the Okendo integration within Gorgias has enabled us to do, by automatically creating a ticket for these cases with the review displayed right next to it."

Dan Appelstein, Founder & CEO at BeGummy

"Aside from being excellent at building shopper trust, reviews enable us to identify customers who, for whatever reason, have had a less than stellar experience. The Okendo + Gorgias integration enables us to flag these instances and automatically assign a Gorgias ticket to a member of our Client Services Team, so that we can follow up and do our best to assist them with whatever issues they're encountering. This integration, along with Okendo’s consistent availability and unwavering support, have made the integration between these two platforms seamless and successful!"

Jae Sutherland, Director of Client Service at oVertone

If you're already a Gorgias customer, we can introduce you to Okendo to implement the integration directly from your Okendo account. If not, you can create an account here and get started in a few minutes.

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Campus Protein

How Campus Protein built a multi-million dollar business

By Sid Bharath
8 min read.
0 min read . By Sid Bharath

The supplement industry is not often the first thing that comes to mind when looking to start a new business. It’s crowded, the barriers to entry are low, the margins are thin, and there are some established and well-known brands with large budgets to outspend competitors.

And yet, Campus Protein, a provider of supplement to college students that started in a dorm room in 2010, has managed to carve itself a highly profitable niche and power its way to millions of dollars in revenue.

No, there’s no magic sauce or secret weapon that helped them do it. They have the same access to resources as everyone else. In fact, they have a smaller team than older brands in the space.

The only difference is they focused on one thing that others in the industry weren’t, the customer experience. This is the story of how they did that and dominated behemoths like GNC in colleges across the US.

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Identifying The Problem

Before coming up with the idea, founder Russell Saks was just another sophomore at Indiana University. After joining a fraternity, his new friends convinced him to start hitting the gym.

As Russell started getting into fitness, he noticed that every month his friends would head to the local supplements store to purchase $200 to $300 worth of protein and workout drinks. These were the same people who always complained that they didn’t have beer money on the weekends. Yet here they were, spending hundreds of dollars on supplements without batting an eyelid.

In any industry as crowded as the supplement industry, there are always cheaper options. You can go online and buy your supplements at a much lower price than at the local store. However, the drawback is that you have to wait for it. And, as Russell found out, college students never planned ahead and always needed their next tub of protein powder instantly.

Ever the entrepreneur, Russell figured there was an opportunity here. If he could combine the affordability of online prices with the same-day delivery of the local store, he had a business. All he had to do was bulk order product from a low-cost site in advance, store it locally, and then redistribute it to students when they needed it.

As with any business, those initial days were rough. Yes, there was demand and Russell would often sell out each batch soon after they came in, but the margins were razor thin. To maintain cost-effectiveness, Russell sometimes had to take a loss on certain products.

On top of that, Russell found that his life was getting consumed by the fledgling business. To scale it up, he needed help. His friend and first business partner (now Chief Sales Officer), Mike Yewdell, was a fellow student at Indiana University with lots of connections. With his network, they quickly became the go-to source for supplements on campus.

Russell’s next stop was his high school friend (now business partner and CMO), Tarun Singh, who was studying in Boston University at the time. Tarun noticed the same problems at his school and quickly expanded Campus Protein to his school and then the entire Boston area.

The final piece fell into place when they entered into a business competition and won $100,000 to scale up. With the up-front money, they could negotiate deals with supplement makers to improve their margins, and expand to more college to increase sales.

Today, Campus Protein is in over 300 colleges across the US and shows no signs of slowing down. But none of that would have happened if Russell hadn’t been hyper-focused on a certain type of customer and their needs.

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Customer Experience As A Growth Channel

One thing Russell learned early on was that college students had very specific needs. Thus, they craved a personalized experience. They needed help with what supplements to buy based on their goals and budget.

At the local supplement stores, Russell noticed that they couldn’t get any of that. Firstly, they sold to everyone so they didn’t have any expertise specific to the college student market. Secondly, they were trained to sell as much product as possible, so they’d often push supplements that weren’t right for the students.

Russell realized that Campus Protein needed to really understand the needs of a college student to own the market. That meant the company needed to hire students who were into fitness. And so the Campus Rep program was born.

A Campus Rep's main job is sales and marketing. They grow awareness for the brand and encourage help other students achieve their fitness goals.

By recruiting Reps in each college, Campus Protein could keep their core team lean while maintaining a large salesforce on the ground.

This has been the real key to their growth. These Reps are their ideal customers, and they hang out with other prospective customers. Thus, they provide a customer experience that’s far better than anything other brands can offer.

Imagine you’re a college student. Before Campus Protein came along, you had to figure out which products to buy, got pressured into buying unnecessary stuff, and ended up with very little money left over.

Today, you probably have a Campus Protein rep in your gym, wearing a branded tank. He’s giving out free tasters, providing you with workout tips and nutrition advice, listens to your goals, and hands you a card with a link where you can buy exactly what you need for much less. How’s that for customer experience?

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Extending The Experience Online

Campus Protein may be marketing offline with their campus reps but all their sales come from their Shopify website. That’s the best way for them to scale.

Here’s how it works - they have warehouses across the country where they stock product. Because of their deep customer understanding, they know exactly what to stock and what not to stock. The campus reps then go around building awareness, and students head to the website to make their purchase. Because of the warehouse network, they get their products pretty quickly.

Because the actual sale is made online, the website becomes a crucial part of their strategy. If they don’t provide the same level of customer support and care their reps do, they’ll drop the ball and lose the sale. More importantly, they’ll lose trust. One bad experience could hurt their reputation across an entire college.

To replicate the one-on-one support of their reps, they used website chat. In the early days, they started with Zopim Chat. But as they grew, they found that it was too basic for their needs. They couldn’t tell if someone they were chatting with was an existing customer or a new one. They couldn’t tell if it was a new conversation or a continuation of one that happened in a different channel. It was a poor experience for the customer and the company.

Remember, they have a small core team, so they needed a customer support tool that could do the heavy lifting for them. That’s when they came across Gorgias and it allowed them to create an online experience that increased conversions and revenues.

For starters, Gorgias combines all their customer support channels (chat, email, phone, social media) into one unified view, and builds a profile of each customer. When a student chats with them, Campus Protein know if they are a previous customer, can see all past conversations and sales in their dashboard, and can provide relevant support.

Compare that to the typical support you get when you’re forced to repeat your previous conversations each time you chat with someone.

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To speed things up, Gorgias also has macros and templated responses based on the question. For example, if a customer wants to know where their order is, Gorgias presents the support agent with a templated response that pulls in the customer’s order details from Shopify. With just a click, the support agent can answer the question in near real-time.

Automations like this also frees up time for support agents to provide more detailed answers to complicated questions, like when a student asks for nutrition advice. Again, they can provide the same level of caring support that reps do and this helps increase sales.

Another way they increase sales is by detecting if customers are spending a lot of time on a certain page and initiating a chat with them. For example, if someone is on the checkout for too long, Gorgias automatically pops a chat and ask them if they need help. This directly increases conversions.

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Perhaps the most important way Campus Protein uses customer support to increase revenues is by converting feedback into website and product changes. For every question that comes in, they try to understand why it wasn’t obvious on the website, and make the appropriate change. This leads to fewer tickets of the same type and higher conversions.

Widening The Moat

At the end of the day, Campus Protein is just another retailer. In an industry like supplements, anyone can replicate their model, or existing brands like GNC can enter the market. So why hasn’t that happened yet?

Like Warren Buffett says, every business needs to have a moat, something that defends them against competition. In Campus Protein’s case, it’s their deep customer knowledge and the personal level of support they provide.

A college student is introduced to Campus Protein via the local rep. They’re nice, helpful, and remember the student’s name each time. When the student goes online, they have the same experience. Their previous conversations are remembered and even their most complicated questions are answered with care.

Now, you may not be able to create a rep army like Campus Protein for your eCommerce business, but you sure can create an online customer experience that sets you apart from others in your industry.

With Gorgias, whenever a customer creates a ticket on any channel, you have all their information like previous conversations and sales, right there. Instead of asking the customer if they’ve written in before or what their order numbers are, you can get straight to the important stuff. And with all the templates, macros, and automations available, you can do it in minutes.

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When a customer has to decide between purchasing at a store where they forget about you after the sale, versus one where they treat you like a friend and remember you a year later, which do you think they’ll choose?

Give your customers a great experience and, like Campus Protein, you’ll have a business that keeps going up.

Curious about how Gorgias can optimize customer service? Click here to learn more.

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Aircall

Gorgias Builds Strong Relationships With Aircall

By Sonia Moatti
1 min read.
0 min read . By Sonia Moatti

Aircall is a cloud-based call center software made for support teams. With Aircall, support agents can track everything from A-Z, on any device, with zero hardware to manage. The right tool to increase agent efficiency and customer satisfaction!

Aircall Makes the Gorgias Helpdesk Complete

After listening to early customer feedback, we quickly realized we needed to find a phone integration that empowered users to manage voice calls as easily as emails or chats.

Traditional helpdesk integrations simply log calls as tickets. We wanted to go one step further and associate the phone call with the right customer. This way, agents can see the full conversation history between the brand and the customer.

By building Aircall’s cloud-based phone into the Gorgias platform, agents can also quickly edit orders while on the phone based on the case history they see. After a call has ended, all notes will be added to the correct customer’s profile along with a link to the full call recording.

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Why Aircall was the Right Choice

Looking back, the partnership has been mutually beneficial and seamlessly implemented.

Aircall has a well-documented API that our dev team could easily use. We were able to build a working and robust phone integration with Aircall in just a few hours. Four days later, after QA testing, the new solutions were fully functional and ready to use.

Since Gorgias and Aircall both seek to provide the best customer experience possible, cross-company visibility has become a valuable source of new leads and sales. Furthermore, we conduct regular catch-up meetings and share a Slack channel to make sure both teams work hand-in-hand to create the best integration and the best results. The partnership with Aircall is super valuable for both our customers and our respective companies and we strongly recommend each others.

If you're already a Gorgias customer, head to your account and go to Integrations to connect Aircall. If not, you can create an account here and get started in a few minutes.

Optimizing Brand Experience For Revenue

Event #1: Optimizing Brand Experience To Drive Revenue

By Sonia Moatti
2 min read.
0 min read . By Sonia Moatti

Last thursday, we organized our first event at Gorgias. It was the perfect opportunity to celebrate our new round of funding and recent moving to a new office in SOMA, while discussing brand culture and customer experience.

Special thanks to our speakers Renee L. Halvorsen from Marine Layer, Alicia Levine from Sunski, Dorian Greenow from Keto-Mojo and Anthony Benedettini from Dry Farm Wines.

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Here are the key takeaways you should remember:

  • As an e-commerce brand, you cannot compete on price with Amazon and powerful dropshippers. That’s why brand experience is your key differentiation factor.

  • Building a strong brand experience requires to be present on each distribution channel. Don’t let your resellers do the job for you! Sunski for example prepares “environment kits” for their resellers and marketplaces. This way, customers can experience Sunski’s spirit beyond its website.

  • When building brand experience, your community is your key success factor. Create a pool of ambassadors who will promote your brand, and reward them with presents, promo codes, and dedicated attention.

  • Bet on your own team! Building a great mindset within your team will help you create a strong and consistent brand image. At Keto-Mojo, each member of the team does customer service, so that everyone focus on what customers really need. Besides, the founder should inspire a culture of passion and dedication to the product.

You missed our event? Don’t worry, it was the very first of many!

Curious about how Gorgias can optimize customer service? Create an account here and get started in a few minutes!

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Thank You Interns

Thank you, interns!

By
1 min read.
0 min read . By

At Gorgias we've been very fortunate to work with some amazing people who did their internship with us:

Amit Poonia
Astrid Parmentier
Emilie Drouin
Hadrien de Lamotte
Ram Goli

Thank you all for your work!

Their contributions big and small make an indispensable part of what Gorgias is today and what it will be in the future. We are very grateful for their hard work, and we want to continue working with them after they finish their studies. To make returning more attractive for them, we've decided to take into account their stock option vesting period if they ever decide to return as full-time employees.

What exactly does this mean?

Interns that decide to return to Gorgias within a limited amount of time and choose to take our stock options offer upon the start of their full-time employment will have an accelerated schedule of their stock option vesting period. The offer will be judged case by case with our board's approval.

Let's take the example from our friends at Cockroach Labs (which this decision was inspired from):

For example, our standard option vesting schedule is that 25% of the stock options vests after 12 months of service from an employee’s start date (the “cliff”), and the remaining option vests in equal installments over the following 36 months of continuous service. However, if an intern spent four months with us, on their hire date, they would only have eight months until they hit their one-year cliff date and vest 25%.

We hope that by doing so, we're showing that we're taking their time seriously and we show our intention to work with them beyond their internship.

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Announcing The Recharge Integration

Announcing the ReCharge integration

By Astrid Parmentier
1 min read.
0 min read . By Astrid Parmentier

Recharge is the most popular subscription app in the Shopify app store and is the preferred solution for Shopify Plus stores. Over 10,000 Shopify merchants chose ReCharge to help sell products on a recurring basis, including stores like Dr. Axe, Hubble Contacts, and 5 Hour Energy.

The challenge is, when a customer has an issue with their subscription, the support team needs to jump between their helpdesk, Shopify and the ReCharge platform to fix the problem. This negatively impacts response time. Agents end up wasting hours per week going to ReCharge to skip a box for a customer, edit a subscription, etc. One of the key advantages of using Gorgias is to manage all your customer support in one place. A few months ago, our customer Darn Good Yarn asked us to build an integration with ReCharge. They no longer wanted to switch between ReCharge, Shopify and their helpdesk. This was completely aligned with our vision, so we decided to build it.

Today, we're excited to announce we've partnered with ReCharge to launch this integration.

Here are the key benefits:

  1. Display ReCharge subscriptions next to support tickets.
  2. Edit ReCharge subscriptions in one click from your helpdesk: refund charges, skip monthly payments or cancel subscriptions from Gorgias
  3. When a customer ask to edit their subscription, you can send them an auto-response with the link to manage the subscription.

“Gorgias gives us a holistic view of our customers. This way we can provide them with fast and personalized help”
Nicole Snow, DarnGoodYarn

Let’s take the example of Averill John. She wants to cancel her subscription to the Yummy Box and has just sent an email to your support.

Here is how your helpdesk looks like:

You can see that Astrid has been assigned to this ticket and that this ticket is tagged “Ambassador”. It means that Averill is one of your super loyal customers.

On the right, you can see the ReCharge account data of Averill. Here, Averill has a monthly subscription to the Yummy Box and will be charged on the 15th of October.

Astrid can skip the October charge in one-click on the “Skip charge on subscription” button. It will immediately set the action within ReCharge. Response time? Less than 1 minute!

If you're already a Gorgias customer, head to your account and go to Integrations to connect ReCharge. If not, you can create an account here and get started in a few minutes.

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New Integration

Announcing the Aircall integration

By
1 min read.
0 min read . By

One of the key advantages of using Gorgias is to provide a unified support experience to your customers across all channels. A few months ago, some of our customers asked us to build a phone integration. Traditional helpdesk integrations simply log calls as tickets. We wanted to go one step further and associate the phone call with the right customer.

Today, we're excited to announce we've partnered with Aircall to build this integration.

Aircall arms small-to-medium sized business (SMBs) with a phone system built for modern business. With zero hardware to manage, dozens of integration options to explore, and the ability to add local numbers in more than 40 countries, support teams can easily provide phone support in minutes.

Here are the benefits of this new integration:

  • When a customer calls your company in Aircall, it creates a ticket in Gorgias and automatically matches it with the corresponding Shopify customer. This way, your staff can edit orders while they are on the phone with the customer.
  • Your team sees all previous interactions they had with each customer, under their timeline.
  • Get omni-channel statistics. Gorgias stats include Aircall phone data. For instance, you can monitor if you're getting more return requests over the phone or through Facebook Messenger.

If you're already a Gorgias customer, head to your account and go to Integrations to connect Aircall. If not, you can create an account here and get started in a few minutes.

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