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 AI Agent.

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:

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:

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:

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:

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:

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:

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:

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:

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:

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 AI Agent

Join brands like Shinesty that use AI Agent to transform their customer experience. By using our AI and automation features, 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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TL;DR:

• The benefits of automating chat include reduced workload, round-the-clock support availability, multi-language support, FAQ resolutions, and a convenient customer self-service channel
• Use Gorgias Automate’s Quick Responses, Flows, Order Management feature, and Article Recommendations to provide a complete automatic chat experience
• Automated chat uses answers pre-set by you which means it cannot produce answers without your approval

Live chat users wait an average of 30 seconds before they get an answer. However, large language models like ChatGPT have flipped customer expectations with unbeatable rapid responses. 

Thirty-second replies may be possible for customer service teams who handle one chat conversation at a time — assuming they have deep product knowledge — but agents who handle multiple chats will be hard-pressed to beat that average.

Chat automation is the best way to offer instant support without an agent. Automating chat means customers get support 24/7 in multiple languages and relevant answers in seconds. More importantly, agents can provide more meaningful customer experiences because they don’t have to monitor chat.

Below, learn how to turn live chat into an automated channel in four steps with Gorgias Automate. Then, we’ll go over how three ecommerce brands overcame some of the most common chat challenges.

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The benefits of automating chat

Automating live chat support results in a win-win situation for agents and customers. These are the five instant benefits you get when automating chat. 

Benefit 1) Reduces agent workload 

Automated chat responses mean team members don’t need to operate chat unless customers specifically ask for human support. 

Using automation as your first line of defense means fewer repetitive tickets and more time for agents to take care of urgent, customer-specific inquiries.

Benefit 2) Empowers customers to resolve issues on their own

According to Tidio, around 73% of customers prefer to find answers on their own as opposed to getting them from a support rep. Automated chat provides easy-to-receive answers and is a simple way to let customers self-serve without the wait time. 

Listen to how shoe brand Merry People uses Gorgias Automate’s chat-based automation features called Flows to cut response time down by 60%:

‎Benefit 3) Delivers support 24/7

Having a live chat widget may be an excellent way to expand customer support, but its functionality is also limited by your business hours and agent availability. 

With automated chat, these concerns disappear since chat can remain active even when your agents are off the clock.

Read more: There’s more to chat than you think: debunking 5 chat myths

Benefit 4) Speaks in multiple languages

According to a survey by CSA Research, 40% of customers will not buy from websites in other languages. 

With multi-language automated chat, you don’t have to worry about losing prospective customers. Rather, it’ll be easier for you to turn website visitors into repeat shoppers.

Gorgias Chat is a multi-language chat solution that can serve shoppers from anywhere. Languages include English (US and UK), French (France and Canada), Spanish, Danish, Swedish, Italian, Dutch, German, Norwegian, Czech, Brazilian Portuguese, Japanese, and Finnish.

Benefit 5) Resolves frequently asked questions

Chances are, customers on chat will ask one of these questions: 

• Where’s my order?
• Do you take returns? 
• Do you ship internationally?
• What size should I get? 

If you’re used to manually responding to these questions, know that there’s a faster way. Once you’ve identified your brand’s most asked questions, you can automate the answers to them, eliminating the need to type out replies on chat.

How to automate chat in 4 quick steps

If you have chat on your website, you’re halfway there. The next step is automating it to start reaping the benefits. Here’s how to use Gorgias Automate to automate chat in four steps.

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Step 1) Resolve FAQs with Quick Responses

Automated chat’s main ability is to answer frequently asked questions. You probably know that tickets with FAQs can pile up extremely quickly, causing your agents to miss the important questions.

To automate FAQs, use Quick Responses. These are one-click Q&A scenarios displayed on chat for customers to quickly get the answers they need. You can activate up to six responses and may toggle questions on and off to save them for later.

💡 Pro Tip: Gorgias Chat is multi-language and automatically detects a shopper’s default language based on their browser settings. This way, you can provide global support without hiring additional agents.

Step 2) Simplify order management

A third of online purchases are returned which means agents ultimately spend time processing refunds. The most effective solution is to automate order management through chat so that agents can instead use the extra time upselling.

With Gorgias, you can provide a self-service returns portal through integrations like Loop. This allows customers to process returns on their own, making their shopping journey straightforward and strengthening their trust in your brand.

💡 Pro Tip: Always encourage exchanges by recommending products in a different size or variant or a product of a similar value. This way, customers can still experience what you have to offer without requesting a refund.

Check it out: Return policy template generator

Step 3) Provide personalized support with Flows

Flows are more dynamic than Quick Responses and let you create personalized and interactive conversations. The resulting answer or action of these Flows all depends on the customer’s input, enabling you to deliver answers for every type of shopper.

As the name suggests, Flows are based on a flowchart structure and are best used for questions that have multiple answers. Here are some ways you can use Flows:

• Product matching quizzes 
• Sizing guides
• Filing warranty claims 
• Scheduling services 

Step 4) Deliver detailed answers with AI-powered Article Recommendations

For more comprehensive answers, turn to Article Recommendations. When customers ask a question on chat, Gorgias AI finds the most relevant article to send. These articles are pulled right from your Help Center or customer-facing knowledge base.

To get Article Recommendations on chat, you’ll need to first populate your Help Center with articles your customers care about.

Here are some Help Center articles to get you started:

• Do you offer free shipping?
• How much does shipping cost?
• Do you ship internationally?
• What is your return/exchange policy?
• What do I do if I receive the wrong item in my order?
• How do I cancel my membership/subscription?

Related: How to optimize your Help Center for AI Agent

How 3 brands debunk automated chat myths

If you still have some hesitation about automating chat, it’s time to clear them up. Let’s take a look at real use cases and how three ecommerce brands have cleared up misconceptions about automated chat myths with Gorgias Automate.

Myth 1) Automated chat is complicated to set up

Solution: No coding or special add-ons are required to set up automated chat. 

With Gorgias Automate, you can set up Quick Responses, Flows, Order Management, and Article Recommendations in a matter of minutes. Each feature can be toggled on or off, helping you shorten setup time and offer support in whatever way is best for your brand.

Collagen supplement brand Obvi found Automate’s user experience to be intuitive, setting up chat just a few weeks before Black Friday–Cyber Monday. They were able to increase conversion rates (CRO) and earn $10,000 in revenue just by activating automated chat.

Here’s how Obvi’s CEO, Ronak Shah, benefited from using Gorgias Automate:

Myth 2) Automated chat increases your tickets

Solution: Automated responses deliver instant resolutions, which keep ticket volumes low. 

Tickets are only created when customers talk to live agents. This allows customers to solve issues on their own, unlike when using social media for support.

Underwear brand Shinesty uses Flows to address a variety of inquiries, from account registration to order tracking. Their Flows are so effective that 90% of the time, inquiries are completely resolved by automation. 

Here’s how Shinesty’s four-person team increases customer satisfaction scores with Automate:

‎Myth 3) Automated chat gives inaccurate answers 

Solution: Automation is customizable and acts on parameters set by you. 

Unlike AI chatbots or generative AI which produces responses through machine learning, automated chat uses responses defined by you. 

In Gorgias, you can customize Quick Responses and Flows with your brand voice in mind. This guarantees that customer messaging is always relevant, on-brand, and accurate. Chat cannot compose brand-new answers on its own. 

According to Alex Naoumidis, Head of Operations and CX at July, Flows helped their support team accomplish the work of three agents. They were still able to provide a human touch, resulting in 450 tickets deflected.

‎Support and sell more with Gorgias Automate

If the success stories of these brands have inspired you to upgrade your customer experience, it’s time to see what Gorgias Automate can do for you. 

Setup is straightforward — no coding needed — and you can start seeing improvements in your customer agents’ workflow and your customers’ satisfaction straight away.

Book a demo with Gorgias today and discover how chat automation can streamline your operations and increase customer engagement.

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:

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:

‎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:

‎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.

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:

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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Today, we’re sharing that we raised $29 million in Series C-2 funding from our existing investors, including Shopify. 

Throughout the lifetime of Gorgias, we’ve always believed that great CX can be the main channel for growth for brands. Now, we believe that AI empowers any brand to realize that potential. 

Most CX leaders agree, with 94% out of 1,000+ agreeing automation is becoming more essential to CX.

Funding will specifically be used to support AI Agent – a fully autonomous AI teammate built on brands’ own knowledge bases, data, and integrations, powered by OpenAI's newest model, GPT-4o.

AI and the next evolution of customer experience

AI has changed the landscape of digital technology. The best comparison is in the early 2000s, when the internet boomed and innovation followed. 

Brands like Netflix embraced the change, evolving alongside their customers' expectations, while brands like Blockbuster tried to stick with the old ways. Now, one of those brands is a Fortune 500 company and the other is a nostalgic throwback.

Now, in the 2020s, artificial intelligence is lowering overhead, automating cognition, accelerating processes, and so much more. Brands – from software companies like Gorgias to ecommerce brands like the ones we serve – must lean into these new technologies to continue growing. 

That’s why we’ve made the conscious decision to go all in on AI and automated CX. We truly believe that AI-powered solutions are the best way to help ecommerce brands on Gorgias grow and succeed.

The case for AI-powered CX 

Our recent research shows that brands who automate their CX see:

• 52% reduction in resolution time
• 26% lower ticket-to-order ratio
• 36% more repeat purchases

AI is your instant Level 1 support. Use it to handle repetitive, basic questions quickly, to meet customer expectations, at a lower cost than hiring human staff. 

Reliable AI frees CX teams to do more than what they previously thought possible, such as opening up new channels like Voice or Live Chat and freeing up your team to focus on high-impact conversations, strategy, and other important projects that get neglected when you’re drowning in tickets.

“The combination of AI and human agents is the future of support,” said Tosha Moyer, Senior Customer Experience Manager at Psycho Bunny. 

Leveraging millions of ecommerce data points

Gorgias has processed 500 million tickets — every single one of them from ecommerce brands — which give us the data points and knowledge we need to build the best AI tool for ecommerce.

We also integrate deeply with 100 ecommerce apps like Shopify, Recharge, Loop Returns, and Klaviyo. This means that AI built with Gorgias has access to more data from your ecommerce tech stack, and can push updates to those apps as well.

“The combination of AI and human agents is the future of support”

— Tosha Moyer, Senior Customer Experience Manager at Psycho Bunny

We cannot stress enough the value of these data points and integrations to power CX. Without these, AI can only offer ChatGPT-style answers. It cannot pull up customer information to personalize a response or find information like order status and loyalty points. Likewise, it cannot process a partial refund or update a subscription. 

With more data and integrations than any other CX tool built for ecommerce, we’re confident our AI will provide accurate, personalized, and helpful answers to our brands’ customers. 

AI that integrates seamlessly with your team

We’re committed to developing AI solutions that put you in full control. You’ll be able to:

• Feed the AI from your private knowledge base
• Teach the AI your brand voice and policies
• Set guidelines that tell the AI exactly when and how to respond to specific scenarios
• Review every single AI interaction
• Provide feedback to improve the AI over time

And much more!

This means the way you work will shift: before, CX work was answering repetitive tickets over and over (and over). Now, you’ll use some of that time to monitor and improve your AI Agent and use the rest to tackle CX projects that have been on the back burner for months (if not years).

The next chapter: AI Agent 

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Powered by the latest ChatGPT model, GPT-4o, AI Agent can instantly answer tickets, perform actions in other apps, and match a brand's tone of voice, all while ensuring that human hand-off is always possible and smooth for the customer. It can drastically reduce your support time while earning higher CSAT scores than 95% of human agents. 

Launching in July, AI Agent is already being used by leading brands like Psycho Bunny. They’ve combined Automate and AI Agent to automate over 40% of inquiries across all channels, responding to and resolving them in minutes, not hours, all while achieving a higher CSAT than their human team.
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“The AI Agent actually personalizes responses better than our human team, who sometimes just apply a Macro and hit send. The AI Agent restates parts of the customer’s questions helping them feel understood. Plus, of course, it’s super fast.”

— Anneliese Field, Customer Experience Manager at Love In Faith

AI Agent is just the next step in our evolution as a company. 

Looking into the future, we’re using this new round of funding to develop AI-powered solutions to help you provide instant responses, gather insights to improve your CX, turn support agents into top sellers, and help you drive LTV through amazing customer experiences.

There’s no one-size-fits-all approach to customer service organizational structure, especially as business grows and your customer base evolves. Your customer support team structure includes the structure of your support team and how the support team fits into the larger company’s org chart.

Different-sized teams and companies have different challenges. As you set up your customer service team, you have to give the support team enough autonomy to set and achieve their own goals, but also make sure they’re set up to work cross-functionally with other parts of the business. 

Below, we’ll go over the underlying principles of building your team’s structure, the challenges support teams face, and how to improve customer service with an organizational structure that fuels your people and your business. 

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The organizational difference: How customer service team structure shapes outcomes

Having the right organizational structure can have a huge impact on business outcomes, including revenue and important metrics like response times. Without structure, it’s just agents answering questions repetitively and reactively. 

As many as 27% of customers who place an order reach out to support at some point in the buying journey. And 88% say the experience a brand provides is equally as important as the product or services it sells. 

Structure helps you improve the system so you’re spending more time on high-impact tasks, and specializing your team so they’re really fast and effective at the activities that drive the most impact — and this will ultimately boost the bottom line. After all, improving the customer experience can increase sales revenues by 2%–7% and profitability by 1%–2%. 

One team structure could prioritize supporting customers in different languages and time zones, while other structures could help your agents specialize in wholesale service or certain product lines. None of these is inherently better or worse than the last — but choosing one that supports your unique needs and facilitates customer retention will set your team up for success.

4 underlying principles that guide departmental structure

If this article just said “Do what’s best for you,” then it wouldn’t be helpful. So to find the right customer service team structure for your business, see where these 43 underlying principles point you.

Build your team around your business goals

The most important principle is to build your team around your business structure and goals. If your business goal is to expand internationally, consider structuring your teams to operate out of various time zones and languages. 

If your goal is to boost customer lifetime value with subscriptions, you could structure your team to be true consultants to ensure your customers succeed with your product and stick around.  

Whether your business goals lead you to structure your team by specialty, product segment, geographic location, sales channel, or processes, don’t forget to take these plans into account when it comes to customer service hiring. 

Play to the strengths of team members

When you start as a small business, you can get to know the strengths of your team. In the early stages, everybody has to do everything. Strengths in specific areas begin to emerge. Then, you can specialize as you grow. 

Build for the team you have, balanced with your business model and goals. Consider everyone’s interests, strengths, and goals, as well as what the business needs. 

Is one team member really interested in larger wholesale deals, while the rest of the team prefers direct-to-consumer messaging? Consider creating a role for that wholesale-lover within the larger wholesale team. It’ll be great for specialization and creating day-to-day responsibilities that keep team members around. 

Minimize repetitive, low ROI tasks

When you're building your team, you might start by thinking about all the tasks that need to get done. But if you're starting from scratch, you can probably automate many of those tasks. 

Before you build a team around these tasks, determine how you can build automated processes to avoid dedicating an entire salary that automation can do. Customer service outsourcing can also be a viable possibility. 

Consider incorporating things like autoresponders to common queries or automatically routing queries to the appropriate team or person to create more efficiency. Both of these are excellent for customer satisfaction, and helping your agents focus on customer relationships. 

With Gorgias Rules, for example, you can automatically tag, route, and assign support tickets to the right people. So your specialized teams can automatically get their tickets, for example. And Gorgias Automate, for example, includes automations for tagging, prioritizing, and responding.

Keep teams a reasonable size

It’s important your customer service team is the appropriate size. You don’t want too many agents who don’t have enough work to do—and you also don’t want too few, leading to poor customer support experiences. 

So, how big is too big, and how small is too small? The following guidelines should be taken into consideration as a general rule of thumb:

• 1 manager for 5-10 people
• VP: Manages around 2 directors
• Director: Manage around 2-3 managers
• Manager: Manages around 3 supervisors
• Supervisor: Manages 3-5 agents

Unique organizational challenges faced by teams of different sizes

Building an effective, revenue-driving customer service team isn’t without challenges. But those customer service challenges evolve as the business and team grow in size, so you’ll face unique obstacles through each phase of growth. 

Extra small teams (less than 10 people)

Extra small customer service teams are made up of less than 10 people, each of whom contributes to a little of everything. 

How to implement

To effectively implement and manage an extra small customer service team, it’s important to first hire agents who are willing to do a little bit of everything. During onboarding, ensure you train agents on all aspects of the job and department. Then train them for the future. 

Training for the future involves developing people from day 1 to retain them for a long time. Identify early on who might be a good team leader or trainer once the team grows, and how to best leverage each individual’s skills and strengths to contribute to the overall business. You’ll likely have some folks who are more technically savvy while others might excel at people management. Keep these differences in mind. 

As far as structure goes, you’ll have agents and a lead manager — no supervisors needed here. 

Strengths

Some strengths of extra small service teams include: 

• You’ll have a well-rounded support staff who know a little bit about everything. 
• This mitigates fragmented support journeys for your customers. Customer interactions feel more personal.
• Your customer service representatives become customer experts, living and breathing customer feedback and (hopefully) sharing with the entire team to improve the customer journey.
• You can more easily foster positive team morale and teamwork — everyone is in it together, and they’re probably doing everything right.

Weaknesses

As far as weaknesses go, extra small teams: 

• Lack of hierarchy, which can mean agents don’t necessarily feel responsible or accountable for any one thing.
• Might lack bandwidth, which introduces the debate of whether or not outsourcing is the way to go.
• May face difficulty to be available around the clock. (But customer service automation can help with this!)
• Lack specialists which means complex issues may be difficult to address.
• Have unclear career paths and trajectories for support agents.

Small teams (10-20 people)

Customer service teams with fewer than 20 people to be categorized as “small.” This is when you start to introduce more structural organization, since there are more people.

How to implement

For small service teams, it’s still important to hire agents who are willing to do a little bit of everything, and to train them on this wide variety of tasks and responsibilities. 

As you grow, it’s important to build and develop a small team for the future — when it’s not so small. 

Again, no supervisors are needed. Hierarchy should consist of agents and a lead manager, just like with extra small teams. There might also be an interim manager who is responsible for strategy and business results. This person likely reports to a director or VP of customer care or experience, or something similar.

Strengths

The strengths of small support teams are similar to those of extra-small teams: 

• Well-rounded support staff who know a little bit about everything. They can likely handle a wide range of queries. 
• Fewer fragmented support journeys for your customers leading to more personal interactions.
• Positive team morale as everyone shares everything and works toward a common goal. 

Weaknesses

Unique challenges small teams face include: 

• Finding people who can and are willing to do a little bit of everything.
• Thinking about the future and building for scalability — it’s hard to know what that will look like when you’re still in the early stages.
• Investing in your team — support people tend to grow within the company, so more investment is better.

Mid-sized teams (20-100 people)

Customer service teams with 20-100 people to be categorized as “medium.” 

How to implement

Start by understanding where you’re at by evaluating customer service to see what your needs are, especially as it relates to segmenting your team and queries.

At this point, you need dedicated resourcing as things start to get more segmented. This is where you can create specialized field teams. For example, you may want to introduce technical support agents, or channel-specific agents (who handle phone support, social media support, or live chat support). 

At Gorgias, for example, our billing department used to send support queries to the normal queue. But it’s so specialized, so billing really needed a team of people who just deal with those requests. So we created a field team in our service department that only handles billing queries. That field team is under its own dedicated lead. As another example, Stitch Fix routes warehouse tickets to a warehouse field team — another specialized department. 

You might start creating field teams once you hit mid-sized, perhaps creating departments that specialize in billing, warehousing, refunds, strategy and reporting, or anything else that requires specific knowledge or access. Clear management roles and robust knowledge bases for your team become incredibly important at this stage.

As far as structure goes, mid-sized customer service teams should have agents who report to a supervisor, who reports to a manager, who reports to a director.

Each field team lead should interface with a strategy operational team who tells them what to do, so that lead can then translate and implement with their respective field team.

Strengths

Strengths of mid-sized customer service teams include: 

• Specialization through field teams that know specific departments or functions inside and out.
• Clearer organization and distribution of responsibilities.
• More opportunities for employee development and career path trajectory.

Weaknesses

Some unique challenges mid-sized teams face include: 

• Making sure the team is ready for more structure and process — Gorgias has multiple user roles to reflect your type of structure and give everyone the right permissions.
• Employee retention — In 2021, nearly half of customer care managers faced increased employee attrition, and “retaining and developing the best people” was one of the top three customer service priorities for businesses in 2022
• Integration with other departments so service teams can stay informed of organizational goals and work to support those support metrics and KPIs.
• Fragmented customer support interactions as queries are bounced from team to team.

Larger teams (100-300 people)

Customer service teams with 100-300 people are categorized as “large.” 

How to implement

Larger teams grow in complexity and involve even more field teams and more hierarchy. You’ll likely have one or more dedicated strategy operational teams that guide the actions of field teams. These strategy teams are more focused on the bigger picture, and they’re responsible for communicating their insights and vision to field team leads who can then work on implementation. 

As the organization gets bigger, it gets more complex. More roles need to emerge, and your agents won’t necessarily be doing the same work. This is when efficiency becomes a priority because things can get convoluted. When scaling through smaller stages, you likely weren’t focused on things like cost savings.

As far as structure goes, you’ll see more silos start to emerge here — and you really need a seasoned manager once you hit 100 people. Hierarchy includes agents who report to a lead manager, who reports to a supervisor, who reports to a well-seasoned manager, who reports to a director, who then finally reports to a VP.

Leads should meet with direct reports every week. Directors may report to a VP who manages multiple types of work and directors from other departments. So they may not be as in tune with the rest of the customer service organization as they could be. 

Strengths

There are many advantages to large service teams, including: 

• More opportunities to outsource and automate to create efficiencies and reduce mundane, repetitive tasks that demotivate agents. 
• Increased career development opportunities for your staff, as this is where more high-touch career conversations happen.
• Segmentation based on specialization as you route queries in a more complex way.

Weaknesses

Unique challenges large teams face include: 

• Developing your support team and helping them grow within their roles and with the company.
• Creating strong leaders who can develop other service team members — the most effective ways to retain top customer service talent is through focusing on motivating and building trust with employees (34%), encouraging leaders to act on employee feedback (24%), and offering new career opportunities (11%). According to 54% of customer service professionals, peer relationships are the best way to learn — 50% learn by attending conferences and 39% from formal mentors. 
• Effective communication and synergy with VPs as they stretch themselves over different departments and functions. The chain of command can become too layered, leading to a lack of cohesion across the team.
• Efficiency and cost savings as the department gets more complex and segmented. This is where tools like Gorgias Rules and Gorgias Automate can help. 
• Degrading quality of service — once you feel like you have your systems down, you might have your quality down, and training also often goes down. Outsourcing ineffectively could also degrade the quality of service. 

4 different types of customer service organizational structure

You’ll have different needs depending on how you structure your team. Let’s go over some different ways you can do this. 

Type 1: Product-based

Product-based customer service structures can work well for companies with diverse product lines. For example, a health and wellness brand might have one team dedicated to its supplement product line, one for skincare, and one for haircare. 

This approach helps foster subject matter experts within your service team. Agents specialize in a specific type of product, ideally knowing all the ins and outs and how to answer common queries. This is especially helpful when customers need a lot of education or consultation to find the right product or use it correctly.

On the other hand, there are potential limitations when it comes to cross-selling. If your team is only focused on product lines, you may not be able to encourage customers. Additionally, this can lead to fragmented interactions as customers ask about products from different areas of the business, outside of the team’s expertise. 

Type 2: Location-based

A location-based approach works for dispersed or global companies. Companies that are truly international—they do business in different languages, they have location-specific offerings, etc.—might consider a location-based structure. 

One of the advantages here is that you can cover lots of time zones and languages with minimal confusion or misunderstanding. It also allows for deeper cultural understandings of different customer segments. 

On the flip side, location-based service teams can be very disjointed. They might not interface with one another, either due to time zones or language barriers, and this leads to limited knowledge sharing. Developing each department of your service team similarly can be challenging for managers as well. 

Type 3: Function-based

A function-based structure is when the customer support department is its own team which reports directly to company leadership, rather than dedicated senior-level customer service members. This positions support as its own strategic decision-making part of the business, not just a support for other teams. 

This approach typically works best for companies and teams on the smaller side, since they don’t need too much specialization across locations or product lines. A strong company culture is required for this structure to be effective. 

A function-based structure leads to a unified support team with a strong sense of community — and its support-expert leader — both of which are great for morale, performance, and team retention. 

However, it can also lead to a lack of specialization within the support team and difficulty collaborating cross-functionally with other parts of the business. If all your team is concerned about is resolving customer issues, you’ll never work with other teams to ensure customer success across all areas of the business.

Type 4: Segment-based

A segment-based customer service structure is when teams are dedicated to specific customer segments. This might be sales channels such as B2B vs. B2C vs. wholesale, or customer types like subscribers vs. one-time purchasers. 

The advantage here is that you can deliver service to different types of experiences to align with different customer expectations. The questions a wholesale customer asks are likely to be very different than those from a direct consumer — and good customer service will look different for each group, too. Dividing your service team in such a way helps reps specialize and provide great customer service to every customer.

This model only works for companies that have distinct customer segments with unique needs. 

Structure your team to your exact needs (and use Gorgias to help)

Customer service teams can use Gorgias to custom-build their team every step of the way — after all your support team is on the frontlines and has a huge impact on customer loyalty.

Gorgias has multiple user roles to reflect your structure and give everyone the right permissions, useful both when you’re just starting out and when you’ve scaled to be a large customer service team of hundreds of people. 

Book a demo to learn more about how Gorgias helps your entire team contribute to a CX engine that grows your business.

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TL;DR:

• Create personalized onsite campaigns to enhance the shopping experience.
• Activate exit-intent campaigns to reduce cart abandonment.
• Implement upselling strategies to increase average order values.
• Offer product education to boost customer confidence and purchases.

At this point, you’re already well aware that CX is now proving itself to be an invaluable acquisition tool — not just a retention lever.

But to drive the hammer home, we looked into our database to see how CX-focused strategies like onsite campaigns enhance the customer journey and drive substantial increases in sales and conversion rates, specifically with Gorgias Convert.

Using these well-curated campaigns, businesses like Manduka have witnessed a remarkable increase in revenue — approximately $130,000. 

We’ll show you how you can achieve similar results and why it’s a crucial marketing strategy — just as important as paid and email marketing.

Ways to use onsite campaigns for sales without disrupting the shopping experience

Gorgias Convert is an onsite revenue generation tool that helps ecommerce brands boost their conversions by over 6% — and it isn’t your typical intrusive pop-up. This feature seamlessly integrates with your website, recommending products to shoppers in a subtle but still captivating way.

Targeting customer segments based on their browsing behaviors, Convert makes timely and relevant suggestions via chat.

Here are a few ways you can use it:

Create fluid shopping experiences that reduce acquisition costs

Imagine this: someone clicks on your social media ad for acne removal solutions, lands on your site, and isn’t just greeted with a standard product page but accompanied by a personalized message that offers valuable product education.

In fact, Gorgias users see that we typically generate $20 for every $1 spent. So think of onsite campaigns as a way to make your ad dollars work harder with a more personalized experience by:

• Mirroring the language and tone of your ads within your onsite campaigns creates a familiar and comforting environment for your visitors. 
• Populating welcome campaigns that kick in when a shopper lands on your site so that every new customer engagement starts with meaningful dialogue geared toward turning curiosity into sales.

Here’s a fun example from TUSHY, the modern bidet company. 

When customers visit a bidet page, they receive a message from TUSHY’s support team, letting them know about their toilet compatibility page to help them select the right bidet:

Personalize cross-sell and upsell messages on specific product pages

Here’s something many brands get wrong about ecommerce upselling: It’s not about pushing the most expensive items; it’s about showing customers the value of an upgrade that’s complementary to the problems they’re already trying to solve.

As your customers shop, Gorgias Convert suggests complementary items. It’s like when you’re in a store and an associate suggests a tie to match the shirt you’re buying.

Manduka uses these campaigns brilliantly. Targeting shoppers nearing the free shipping threshold, they suggest just the right little extras to tip the scales. 

This makes it quick and easy for customers to top up their orders with relevant products.

The results? 

• Total Campaign revenue: $11,788.91
• Impressions: 37,586
• Mobile Clicks Conversion Rate: 19.65%
• Desktop Clicks Conversion Rate: 12.06%

Jessica Botello, the Customer Service Manager at Manduka, explains why this campaign works so well: 

“People want free shipping. So if they've already got over $75 worth in their cart, they're almost there. Then we pop up and suggest: check out these items. It’s a curated list of the easy little add-ons that you'll need anyway for your yoga practice, but will also take you over the free shipping threshold,” she explains. “What's really helpful is that it pops up, rather than the customer having to go through the menu and look for things.” 

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Winback browsers with exit-intent campaigns

You’ve likely tried exit-intent pop-ups before. You know, those pop-ups that trigger when a customer indicates they’re about to abandon their cart or browsing session. 

As more brands adopt these pop-ups, customers are becoming more accustomed to them. But what’s less obtrusive is a personalized message directly from your team.

There are many ways you can grab your customers' attention with these messages. Maybe it's offering a little nudge with a timely discount, waiving that shipping fee, or answering a last-minute question they had about the product.

Here, let’s look at two examples of how effective these campaigns can be.

Manduka’s exit-intent messages

Manduka uses these exit-intent messages to offer $20 on orders over $100 (a strategic way to not only reduce cart abandonment but also increase AOV and email subscribers simultaneously.) 

By engaging visitors with personalized, timely messages right when they’re about to leave, Gorgias Convert helps transform potential bounces into real conversions.

You can read more about how Manduka set up these campaigns with Gorgias Convert here.

Glamnetic’s approach

Glamnetic has had particular success with an exit intent campaign offering a discount for new customers, new product promotions, and educational campaigns. 

Its most successful campaign offers a sweet 15% discount and boasts an on-ticket conversion rate of 18.39%. 

Here’s how it works:

• Using Gorgias Convert, Glamnetic detects when the mouse hovers near the top of the browser, a telltale sign of an impending exit.
• The same 15% discount available through newsletter or SMS sign-ups is now presented via live chat. It’s straightforward, no strings attached. 
• The campaign targets visitors who’ve been to the site three times or fewer and linger for at least 15 seconds. This specificity ensures the message is relevant and timely.

You can peek at the campaign setup below. It runs 24/7, ready at any moment to engage: 

Strategically highlight new product launches

Countless new products pop up every day; consumers are bombarded with options. The challenge for brands is to launch new products in a visible and desirable way. 

As you’re well aware, that’s tougher than it sounds amidst all the noise consumers already experience daily.

This is where Gorgias Convert stands out and is different from the other pop-up tools.

Unlike your latest TikTok and Instagram ads, these onsite campaigns feel genuine because a friendly support agent makes the recommendation without disrupting the shopping experience.

For example, when Glamnetic unveiled its vibrant Rainbow collection in May 2023, the team deployed targeted, visually appealing onsite campaigns that immediately drew visitors’ eyes to the new products.

Directly on the homepage, visitors were greeted with eye-catching product images from live chat, featuring a seamless and effortless option to add new items to their cart.

Mia, Head of Customer Experience at Glamnetic, shares the strategy behind the success: “The aim was to elevate the visibility of new releases without requiring customers to hunt for them. Our onsite campaigns proactively present our latest products through compelling visuals and straightforward navigation, simplifying the decision-making process for the buyer.”

That’s why Glamnetic prominently placed top-selling items in the product carousel, directly in the live chat box. The products were impossible to ignore, leading to a 49% sales increase for featured items.

Help customers be successful with product education

Product education is a powerful sales and retention tactic. By building trust with customers right away, they’ll feel more confident purchasing your products because they know they will use them successfully. 

Manduka uses onsite campaigns to educate potential customers. Triggered when visitors spend more than 15 seconds on the yoga props page, the campaigns guide customers through their yoga journey and help them choose the perfect props for their practice.

Jessica Botello, Customer Service Manager at Manduka, highlights the campaign's impact: 

“This yoga props blog suggestion campaign is really great because we have several options, and that can feel confusing to someone who doesn’t know which one to get because they are new to yoga and aren't familiar with which props would benefit them. The blog explains in more detail how to use the different props in your yoga practice, and the different benefits of a round bolster vs a rectangular bolster. So it helps people go ahead and choose the right product for them.”

In other words, simply explaining the nuances between choices like a round versus a rectangular bolster helped customers feel more confident about the products they purchased. 

And the proof is in the pudding. Between April–August 2023, this campaign achieved the following:

• Total Campaign revenue: $3,851.73
• Impressions: 6,310
• Clicks Conversion Rate: 11.5%

By proactively addressing potential questions and concerns, Manduka enhances the shopping experience, leading to higher satisfaction and fewer post-purchase issues.

Promote sales with holiday campaigns 

Holidays aren't just for festivities — they're prime opportunities for brands to connect with customers in fun, thematic ways. 

Take TUSHY, for example. To celebrate US Independence Day, TUSHY ran a cheekily-themed on-site campaign called "USofSPRAY," offering a patriotic 25% off all bidets.

Yes, you read that right — cleaning your bum has never been more patriotic!

Why it works: TUSHY’s approach to holiday promotions is smart and spirited. By aligning their campaign with a major holiday, they tapped into the celebratory mood of their customers, making it not just about a discount but about being part of a nationwide celebration. This not only makes the promotion more memorable but also more engaging.

The USofSPRAY campaign not only captured attention but also captured significant sales:

• Influence on store revenue: A staggering 47.9% of the store's revenue during this period was influenced by the campaign.
• Click-through rate (CTR): The campaign achieved a healthy 3.5% CTR, indicating strong interest and engagement.
• Impressions: It racked up 65,000 impressions, spreading the word far and wide about the benefits of a cleaner, fresher bathroom experience.
• Conversion rate: Impressively, 76% of customers who engaged with the campaign went on to make a purchase.

4 tips to create a well-thought-out onsite campaign

Investing time in well-thought-out onsite campaigns can significantly amplify your marketing efforts, driving a notable increase in conversion rates and better capturing paid traffic. 

Here’s how you can design campaigns that catch the eye and convert browsers into buyers.

Segment, segment, segment

The more targeted your campaign, the better your results — plain and simple.

By segmenting your audience based on specific criteria, such as the amount spent with your brand or past products purchased, you can tailor your messages to match the unique interests and buying habits of different customer groups. 

Note: Gorgias is deeply integrated with platforms like Shopify, so it’s easy to leverage shopper data to create highly personalized onsite campaigns that resonate with your audience. 

Identify your triggers to personalize messages

Set up your campaigns to activate based on specific behaviors, such as browsing certain products, adding items to the cart, or showing signs of exit intent. You can also use more niche triggers, like:

• Total value of shopping cart
• Products in cart
• Time spent on a page
• Number of visits
• Total spent in the past
• VIP status

For instance, by setting up a trigger for VIP customers, you can send campaigns to those high-value shoppers, like exclusive discounts or personalized style recommendations based on past purchases.

A/B test your campaigns

One of the most powerful tools in your marketing arsenal is A/B testing. By systematically testing messaging, design, or offer variations, you can uncover what resonates most with your audience and refine your strategies accordingly.

TUSHY provides a prime example of A/B testing done right. They conducted an experiment where:

• Group A: 50% of visitors experienced the full suite of targeted on-site campaigns without any discount codes, focusing instead on providing personalized guidance for choosing the right bidet.
• Group B: The other 50% did not receive any targeted campaigns during their visit.

The results were telling:

• Conversion rate lift: Group A saw a 9.6% higher conversion rate than Group B.
• Sales uplift: Additionally, sales increased by 14% compared to those not exposed to the campaigns.

This test highlights the effectiveness of providing personalized support over just using discounts and how A/B testing your offers and messaging — even for one week — helps you understand what makes your customers tick.

Keep track of your success in a detailed dashboard

Effective campaign management isn't just about launching strategies; it’s also about understanding their impact. 

With Gorgias Convert, every campaign you run is tracked in detail through the Campaigns Statistics dashboard. This gives marketers a granular view of performance across different time frames and campaign specifics.

Some specific features you can expect are

• Revenue tracking: See at a glance the total revenue generated by each campaign. This allows you to evaluate the financial impact of your campaigns and prioritize those that deliver the best return on investment.
• Engagement metrics: Monitor key metrics like impressions and click-through rates to assess how well your campaigns are engaging potential customers. This data is crucial for understanding which elements of your campaigns are capturing attention and which may need tweaking.
• Conversion details: Dive deep into the data to see which campaigns are converting browsers into buyers. A list of converted tickets or interactions can highlight successful tactics and offer insights into customer behavior.

In addition to tracking basic metrics, the dashboard also provides insights into more nuanced aspects of campaign performance, such as engagement trends over time or the effectiveness of specific call-to-action placements.

Check out an overview of the Campaign Statistics page in the image below. 

Start investing in onsite marketing

Onsite campaigns stand as pillars in digital marketing, carrying immense potential to captivate and convert visitors into loyal customers. Through them, you can get directly in front of your customers and showcase products or services – but in their capacity to tailor experiences, foster engagement, and ultimately drive conversions. 

Gorgias Convert's innovative approach makes revenue generation easy through onsite campaigns - you will find that you’re increasing your ecommerce revenue quickly and cost-effectively. By leveraging this tool, you can navigate the digital landscape with confidence whether you’re in CX or Marketing. 

{{lead-magnet-2}}TL;DR:

Nick’s Top Advice:

• Sharpen your skills through classes, books, and other resources.
• Ensure your hires are all good communicators.
• Create rapport and maintain strong relationships with your network because this will pay off in your future endeavors.

Nick O’Brien didn’t think he would find himself back in the print packaging industry, a trade that’s been written in his family tree for four generations. Then 2015 came and Nick witnessed how difficult it was for New York City business owners to find print packaging suppliers. This reignited a fire in him, pushing Nick to start his own print packaging business called Templi in 2017.

Don’t end up non-technical

There were already “two big strikes” against Nick starting as a non-technical and solo entrepreneur. Although he had spent his younger years working for his family’s print shop Concept Print, Templi was new territory. Not only was there printing to worry about, there was also the coordination work of wrangling together a reliable group of suppliers, designers, and buyers.

He accepted this operations puzzle completely, “I worked through it by realizing, know what you don't know, and trying to get 1% better and more technical every day.”

Nick took it upon himself to fill in the gaps even without a background in business. Code Academy, an online learning platform for coding, was foundational to Nick’s learning and helped him overcome early obstacles. “You can’t run away from learning,” he says, “you have to try to get proficient in all of these areas before you make your hires.”

“You could start non-technical, but you shouldn't end up non-technical.”

Lead by example

The balance between leader and learner was hectic in the early days of Templi, and Nick could only survive as a one-man operation for so long. Building his team was ultimately a self-assessment of what duties he could and couldn’t handle as a founder. He was “basically replacing [himself] with the things he felt were the most easy to train — like customer service, bookkeeping, artwork.” 

For those beginning the hiring process in their startup, he advises to “start small with the technical hire to keep your costs low, then bring in administrative hires to relieve yourself of smaller tasks, so you can stay focused on sales and the customer relationship.”

‎Now, with 10 people on the team, maintaining a healthy workplace culture is top of mind. “Find people who are good communicators and who raise the standards of the team with each new hire.” As a CEO, that means being eager to receive criticisms from both employees and customers so you know which company standards need to be improved.

“How you deal with problems as CEO is how your culture ends up getting defined.”

Keep in touch with your network

In 2020, Templi was one of many U.S. businesses shocked by the global COVID-19 pandemic. When orders stopped coming in, Nick had to start selling personal protective equipment (PPE) to keep the business afloat, “I relied on some connections I had from living and working in China for a couple of years, and that gave us just enough money to keep the business going.”

Maintaining a network is crucial for Templi since they serve design agencies in charge of multiple brands. “Creatives, by nature, have higher standards, and if we do right by them, we make their life easier, they bring us more customers.”

“You may think that because you're in ecommerce, you're not physically connected to your customer, but I would implore you to get connected in every way you can — visit a customer, call them, understand deeply the problems you’re trying to solve. Those relationships will pay off for you and them.”‎ —Nick O'Brien on connecting with your customers

Optimize with speed-based KPIs

Nick often talks about iterating quickly, and to him, that means integrating customer feedback. He still makes sure to spend time with customers, whether he’s visiting their offices or getting their feedback through an email.

To make sure they’re on track, their KPIs address consistency and speed: “We're always trying to optimize for anything that involves those two things, like optimizing for repeat orders. We ultimately want to put these types of purchases on autopilot for the customer and create as much consistency as we can.”

Templi’s minimum order quantities (also known as MOQ) are at the high end of the spectrum, with coffee cup orders starting at a minimum of 2,000 cups per order and bar coasters at 2,500. At this level of manufacturing, printing errors and product defects can occur. How does Templi salvage them? Or, more importantly, how do they keep customers happy? 

“To retain a customer, sometimes you may not want to give a certain discount, but then you realize you need to retain them as best you can. That plays into your customer experience, doing whatever you can to keep customers happy, and optimizing the customer experience at every turn.” 

Focus and be present

When the work day ends, Nick comes home to his wife and three-year-old daughter. He is mindful about time, dividing his day into half-hour blocks. For Nick, a great day equates to 10-12 hours of focused work, which he uses carefully: “You need to be able to focus, turn off, and be present for your family.” 

Templi has already beat the odds of startup longevity as a seven-year-old business. Focus is also Nick’s mantra when it comes to leveling up Templi, “Just making those incremental improvements on focus is probably the best thing I've done in building the team.” 

Nick reminds aspiring entrepreneurs not to shy away from collaboration and to continue getting better 1% every day.

“I'm doing my best. I'm not perfect, so I always try and keep getting better everyday.”

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TL;DR:

• Live chat has a positive impact on customer loyalty, sales, and revenue.
• Predefined responses save time and ensure consistent quality.
• Templates for greetings, handling angry customers, managing returns, boosting sales, and ending chats positively.
• Leveraging automation through chatbots can enhance efficiency.
• Balance personalization and efficiency when using live chat templates and scripts.

79% of companies say that live chat has had a positive impact on customer loyalty, sales, and revenue. However, delivering consistently high-quality live chat experiences can be a challenge, especially when live chat agents repeatedly encounter the same questions and inquiries. 

By using a set of predefined responses, you’ll enable your customer service team to save time, ensure consistent quality, and offer a smoother customer experience.

Whether you’re just starting to build out your live chat support strategy or looking to streamline your existing processes, here are some live chat response examples for the most common scenarios your support team will encounter.

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Live chat templates that greet customers

Getting the initial interaction right sets a positive tone and builds rapport with customers. First impressions count! Here are some templates to help your agents start the conversation on the right foot.

Template 1) “Hi there! Thanks for reaching out to [business name]. My name is [agent name] and I’m here to help. What can I support you with?”

Template 2) “Hey and welcome to [business name]! I’m [agent name]. What brings you here?”

Template 3) “Hello! This is [agent name] from [business name]. Thank you for reaching out. How can I help?”

Template 4) “Hi! Thanks for reaching out to us. I'm [agent name]. If you have any questions about [business name] and our [products/services], let me know!"

Personalized, templated greetings like these help live chat agents balance a consistent brand tone with efficiency.

Live chat scripts to address angry customers with care

Dealing with angry customers can be challenging, but having the right scripts on hand can make a big difference by speeding up resolution times and improving customer satisfaction. Here are samples of canned responses for de-escalating tense situations:

Template 5) “I really appreciate you reaching out to us to let us know this happened, [customer name] – I’m going to help resolve this for you right away. In order to get this sorted out, can you please share [photo, more information, etc] with me?”

Template 6) “I am so sorry for the inconvenience that you’ve experienced. That’s not the customer experience we strive for at [company name]. Let me look into this further and see what I can do to make this right. If necessary I can talk with my team to see what else we can do.”

Template 7) “[Customer name], I so apologize for the error on our end. I’m going to look into this for you right away. It should only take a couple of minutes. Thanks for your patience!”

Template 8) “I’m sorry to hear that you’ve experienced this issue and I apologize for the trouble. Let’s work together to find a solution that you're happy with.”

By acknowledging the customer’s frustrations and demonstrating a genuine desire to help, your live chat agents can turn a potentially negative situation into a positive one. That's something that Ren Fuller-Wasserman, Director of Customer Experience at bidet brand TUSHY, feels strongly about:

“We’re fervent believers that even the worst customer experiences are actually opportunities ripe for the Poo-Rus to convert into meaningful customer interactions, experiences where we can show a customer that we’re truly listening and have heard their concerns.

We can’t always solve every problem, but our customers knowing that they have a real live pooping human supporting them through their woes has been invaluable in building lifelong product and brand relationships.”

📚 ‎Recommended reading: How TUSHY Approaches Customer Service vs. Customer Experience

Templates to streamline returns, cancellations, or exchanges

Handling returns, cancellations, exchanges, and other routine customer requests can be tricky, but having the right scripts can help ensure a smooth process. The following live chat examples can guide your agents through the necessary steps while providing a consistent high-quality experience for your customers.

💡 ‎Tip: Gorgias's integration with Shopify means all customer context, like their contact information, past orders, order numbers, and shipping status are available for each agent, right in the customer sidebar. No switching tabs or asking customers for simple details again!

Template 9) “I can definitely assist you in returning or exchanging that item. In order to get the process started, can you send over your [order number, email, etc.]?”

Template 10) “I understand you’d like to cancel your order. Let me review the status and see what I can do. Can you provide me with [cancellation reason, order number, etc]?”

Template 11) “[Customer name], Confirming that I've canceled your order [number of last order] and issued a refund. As a reminder, the refund can take [# of days] to process. We refunded the original amount to the same credit card you used to make the purchase.”

Template 12) “No problem, we can certainly process an exchange for you. Could you let me know the item you’d like to exchange and the new item you’d prefer? ... Ok, I’ve swapped out [item name] for the [item name] you originally selected. Can you please confirm that the following [billing information, address, etc] on file is correct? … Is there anything else I can help with?”

Gorgias has empowered clients like Marine Layer, a clothing retailer known for its fun, vibey brand and high-quality clothes, with numerous retail locations and a strong online presence to excel by using templates.

Emphasizing customer-centric experiences, Marine Layer has harnessed chat scripts to streamline and harmonize communication and reduce first response time, resulting in a 68% decrease in resolution times. This approach, featuring clear, brand-aligned messaging, has significantly boosted online successes, enhancing customer support efficiency, customer satisfaction, and increasing online orders.

Discount coupon templates 

Who doesn't love a good discount code? Letting shoppers know that you're running a promotion can help take them from browse to checkout.

💡 ‎Tip: Gorgias Convert can automatically trigger coupon codes based on different behaviors. For example, yoga brand Manduka shares a discount code in chat when a shopper looks like they're about to exit the website.

Template 13) “Hey there [customer name]! Good news: [company name] is offering a discount on [promotional item or discount amount]. Questions? Let me know!” 

Template 14) “I noticed you’ve been browsing our [product department name/category] collection. I wanted to let you know that we have a special bundle deal that includes [detail the deal]. Let me know if you want to learn more!”

Template 15) “I have some great news - we’re currently offering [discount percentage] off your entire order. Would you like me to apply that discount to your cart? “

Template 16) “Just to say thanks for being awesome, I’d like to offer you an exclusive [discount percentage] off coupon code to use on your next purchase.”

By adapting their approach, agents can elevate a simple sales pitch into a valuable, personalized experience. Through chat scripts, agents are equipped to inform website visitors about general information and perks such as qualifying for free shipping or securing a discount, serving as effective conversation starters that incentivize visitors to make a purchase before leaving a website.

Templates for managing out-of-stock items 

Handling out-of-stock situations in response to customer requests can be a delicate balancing act. On one hand, you have disappointed customers who were eager to make a purchase, on the other, you have the realities of inventory management. With the right chat scripts, agents can maintain a positive experience. Try:

Template 17) “Oh shucks! [product name] isn't available right now. But, it will be back soon. Would you like me to put you on a waitlist so you’re the first to know when it’s back in stock?”

Template 18) “I apologize, but it looks like the [product name] you’re interested in is currently out of stock. We’re expecting a new shipment in the next [number range] business days. Why don’t you provide me with your email address or phone number and I can notify you by email or text as soon as it’s back in stock?”

Template 19) “Unfortunately, the [product name] is sold out at the moment. However, I’d be happy to suggest some similar items that are available if you’d like?”

Live chat templates to help boost sales

When customers are actively browsing your site and adding items to their cart, using proactive customer service messages in your chat scripts can provide valuable guidance and encouragement to help seal the deal.

📚 ‎Recommended reading: How to Leverage the Power of Live Chat for Sales

Here are some scripts that team members can use:

Template 20) “The [product name] is one of our best sellers! Other shoppers love it for its [key feature] and [key feature].”

Template 21) “I noticed you’ve been looking at the [product name]. What questions about it can I help answer?”

Template 22) “Based on the items you’ve been exploring, I think you might really like our [product/service] line. It has [key features/benefits] that are designed for [features]. Does this sound like it could be a good fit?.”

The key is to strike the right balance between guiding the customer and empowering informed decisions. As Shinesty – a rapidly growing, innovative apparel brand known for its distinctive, themed underwear and custom-branded collections – gets it right. “We got a lot of praise from our customers, and they talk highly of our CX team after 1:1 interactions.” – Molly Kerrigan, Senior Director of Retention at Shinesty.

By leveraging these sales-boosting live chat scripts, your customer service team can provide the high-touch service customers appreciate in real time and drive more conversions.

Tactful cross-selling and upselling chat scripts

Offering upgraded products can be a great way to increase your agents’ average order value. These templates can help your live agents navigate the cross-sell and upsell process with finesse.

Template 23) “Since you’re interested in the [product name], I wanted to let you know that we also offer a [upgraded product name] with [additional feature] and [additional feature]. Want to learn more?”

Template 24) “I noticed you had [product name] in your cart. [Product name] is the perfect compliment. Together, they [benefit] and [benefit].”

Template 25) “Great choice on the [product name]! While you’re here, I wanted to mention our [bundled product name] – it includes the [original product name] plus [additional item] and [additional item] for a discounted price. Let me know if you have any questions!”

By focusing on the customer’s needs and offering genuine value, live chat agents can turn these interactions into a win-win for both shoppers and your business. 

Templates for ending chats on a positive note

Just as important as starting the conversation on the right foot, wrapping up the live chat conversation with a positive tone can leave a lasting impression. Here are some live chat templates to help agents gracefully conclude the conversation:

Template 26) “Is there anything else I can assist you with today? I’m happy to help. … If there is nothing else, feel free to reach out at any time with any more questions. Have a great day!”

Template 27) “I’m so glad we could resolve your issue today! If you need anything else, just send us a message any time. We're online during [hours] if you need a speedy response. Take care!”

Template 28) “Thanks for reaching out! Don't hesitate to shoot us a note if you have any other questions in the future. ”

Template 29) “Thanks for reaching out and letting us know about your experience with us! Have a wonderful rest of your day.” 

Template 30) “Thanks so much for your order! I hope you love your new purchase!”

By leaving customers feeling valued and supported, agents are setting the stage for future positive interactions. The idea is to ensure the customer is happy. In fact, 91% of customers say good service is essential and makes them more likely to purchase from the company again. 

Leverage automation for efficiency

While live chat templates and chat support scripts can significantly improve the quality and consistency of your customer support, automation takes things to the next level. 

Gorgias Automate can handle routine, high-volume inquiries, provide a seamless customer experience, improve efficiency, resolution times and save you money. By combining the power of live chat templates and the efficiency of Automate, you can empower your live chat agents and support team to focus on more complex issues that require a human touch, enhancing the customer experience.

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