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AI Is Table Stakes for Ecommerce: What the Data Tells Us About 2026

AI adoption in ecommerce has reached 96% in 2026, with use cases spanning support automation, personalization at scale, product discovery, and end-to-end operations.
By Gabrielle Policella
0 min read . By Gabrielle Policella

TL;DR:

  • AI adoption is rapidly accelerating. 96% of ecommerce professionals now use AI in their roles, up from 69% in 2024.
  • AI has moved beyond support automation. Use cases have evolved into revenue generation, personalization, and logistics.
  • Brands are tying AI success to profit-and-loss outcomes. 60% of brands consider AOV a top indicator of AI effectiveness.  

A year ago, ecommerce brands were still debating whether AI was worth the investment. That debate is over. Today, nearly every ecommerce professional uses AI to do their job.

The shift isn't just about adoption. It's about what AI is used for and how brands measure its impact. Support automation was the entry point. Now, AI is embedded across the full operation, from product recommendations to inventory control to real-time shopping conversations.

In our 2026 State of Conversational Commerce Report, we break down trends on AI usage among 400 ecommerce decision-makers and 16,000+ ecommerce brands using Gorgias. 

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AI adoption has reached a tipping point

If we rewind 12 months ago, the industry was still split on AI. Some ecommerce professionals were excited, but most were still hesitant. In 2024, 69% of ecommerce professionals used AI in their roles. By 2025, that number reached 77%. In 2026, it hit 96%.

Ecommerce professionals using AI: 69.2% in 2024, 77.2% in 2025, and 96% in 2026.

The confidence numbers back it up. 71% of brands say they are confident using AI for ecommerce, and 73% are satisfied with its business impact. 

In early 2025, only 30% of ecommerce professionals rated their excitement for AI at 10/10. Today, zero percent of respondents describe themselves as hesitant about AI. 

Views on AI among ecommerce professionals: 33% say it’s transforming their business, 50% see steady improvements, 18% say it hasn’t delivered, and 0% remain hesitant.

AI use cases now span the full ecommerce stack

Using AI in ecommerce is not new. In fact, it dates back to the 1980s with the invention of algorithms and expert systems. And if you’ve ever leveraged similar product recommendations or chatbots, you’ve already integrated AI into your ecommerce stack. 

Modern AI is far more sophisticated. 

With the rise of agentic commerce and conversational AI, brands began leveraging AI agents to automate the processing of repetitive support tickets. That’s still happening today, but the scope has expanded beyond the support queue. 

AI use cases in ecommerce include customer support automation (96%), product recommendations (88%), tracking updates (69%), personalization (64%), inventory control (51%), dynamic pricing (36%), and order fulfillment (18%).

Ecommerce brands are deploying AI across every layer of their operation:

  • Customer support automation: 96%
  • Product recommendations: 88%
  • Automated tracking and status updates: 69%
  • Personalization: 64%
  • Inventory control: 51%
  • Dynamic pricing and discounting: 36%
  • Order fulfillment: 18%

When brands were asked which channels contribute most to their AI success, conversational channels dominated. Social media messaging led at 78%, followed by SMS at 70%, and website live chat at 51%. Shoppers want fast, personal conversations, and AI is the best way to deliver that at scale.

Learn more about AI adoption, perception, and use case trends in the full 2026 Conversational Commerce Report.

How AI is changing CX success metrics

For decades, customer support success meant fast response times and high satisfaction scores. Those are still important indicators of success, but leading brands are adding revenue-focused metrics to their dashboards.   

91% of brands still track CSAT as a measure of AI's impact. But 60% now include AOV as a top indicator, and higher-revenue brands earning $20M+ are focusing on metrics like total operating expenses, cost per resolution, incremental revenue, and one-touch ticket rate.

AI impact measured by 91% customer satisfaction, 60% average order value, and 43% resolution time.

AI can now start a conversation, ease customer doubts, sell, upsell, and recover abandoned carts in a single conversation. When you’re only measuring CSAT, you’re ignoring the real ROI of conversational AI investment. 

AI makes every conversational channel a storefront

Virtual shopping assistants now proactively engage shoppers, adapt to their needs in real time, and offer contextual product recommendations and upsells. When the moment calls for it, they can close the deal with a targeted discount. 

Gorgias brands using AI Agent's shopping assistant capabilities nearly doubled their purchase rates and converted 20–50% better than those using AI Agent for support only.

Orthofeet, the largest provider of orthopedic footwear in the US, is a concrete example of this in practice. Using Gorgias, they achieved:

  • 56% of support tickets automated in 2 months
  • Email response times down from 24 hours to 35 seconds
  • Double-digit revenue growth without adding headcount. 

What this means for your AI strategy

The data tells a clear story: AI has evolved beyond a tool for handling tier 1 support tickets. It’s a core part of your revenue generation strategy. 

57% of brands are already using AI for 26–50% of all customer interactions, and 37% expect that share to rise to 51–75% within the next two years. The brands building toward that range now are the ones who will have the operational advantage when it matters most.

The practical question isn't whether to invest in AI. It's where to focus first. Based on where brands are seeing the most impact, three priorities stand out:

  • Start with high-volume, low-complexity tickets. WISMO (where is my order) inquiries, return policy questions, and order status updates are where AI delivers the fastest return. Automate these first.
  • Expand into conversational channels. Social messaging and SMS are where AI is driving the most success right now.
  • Connect AI performance to revenue metrics. If you're only measuring CSAT and response time, you're missing half the story. Add AOV, conversion rate, and incremental revenue to your reporting.

Want to go deeper on the full 2026 conversational commerce trends? Read the complete report for data across every major AI use case in ecommerce.

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min read.
Conversational Commerce Strategy

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

By Gabrielle Policella
0 min read . By Gabrielle Policella

TL;DR:

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

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

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

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

Top learnings from Cornbread's conversational commerce strategy

1. Customer education drives conversions in wellness

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

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

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

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

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

2. Shopping Assistant provides education that never sleeps

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

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

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

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

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

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

3. Implementation follows a clear three-phase approach

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

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

Here's Cornbread’s three-phase approach:

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

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

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

4. Simple, concise language converts better

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

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

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

Katherine adds another crucial element: tone consistency.

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

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

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

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

5. Black Friday results proved the strategy works under pressure

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

Over the peak season, Cornbread saw: 

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

Katherine breaks down what made the difference:

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

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

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

6. Strategic work replaces reactive tasks

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

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

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

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

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

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

7. Continuous optimization for January and beyond

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

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

Build your conversational commerce strategy now

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

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

As Katherine puts it:

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

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

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min read.
Make AI Sound More Human

Make AI Sound More Human: How to Avoid Robotic Replies in Customer Support

Learn how small tweaks can make AI sound human and build trust in customer support.
By Gorgias Team
0 min read . By Gorgias Team

TL;DR:

  • Train your AI on your brand voice. A clear voice guide that covers tone, style, and formality helps your AI sound more natural and aligned with your brand.
  • Add short delays before AI responds. A one- or two-second pause can make AI responses seem more thoughtful.
  • Avoid generic phrases. Swap out formal responses for on-brand language that sounds like a real person on your team.
  • Mention customer context in replies. Referencing order history or previous conversations makes AI sound more human and builds trust.
  • Balance automation with human support. Let customers know when they are speaking to AI and escalate to a human when needed to avoid frustration.

Your AI sounds like a robot, and your customers can tell.

Sure, the answer is right, but something feels off. The tone of voice is stiff. The phrases are predictable and generic. At most, it sounds copy-pasted. This may not be a big deal from your side of support. In reality, it’s costing you more than you think.

Recent data shows that 45% of U.S. adults find customer service chatbots unfavorable, up from 43% in 2022. As awareness of chatbots has increased, so have negative opinions of them. Only 19% of people say chatbots are helpful or beneficial in addressing their queries. The gap isn't just about capability. It's about trust. When AI sounds impersonal, customers disengage or leave frustrated.

Luckily, you don't need to choose between automation and the human touch. 

In this guide, we'll show you six practical ways to train your AI to sound natural, build trust, and deliver the kind of support your customers actually like.

1. Train your AI on your brand voice

The fastest way to make your AI sound more human is to teach it to sound like you. AI is only as good as the input you give it, so the more detailed your brand voice training, the more natural and on-brand your responses will be.

Start by building a brand voice guide. It doesn't need to be complicated, but it should clearly define how your brand communicates with customers. At minimum, include:

  • Tone: Is your brand warm and empathetic? Confident and cheeky? Straightforward and helpful?
  • Style: How does your brand write? What is your personality? Short or long sentences, contractions or not, punctuation choices, and overall rhythm.
  • Formality: Do you use slang? Emojis? Address customers as “you,” “y’all,” or something else?
  • Friendliness: How personable should your AI sound? Is it playful, or should responses stay neutral and professional?

Think of your AI as a character. Samantha Gagliardi, Associate Director of Customer Experience at Rhoback, described their approach as building an AI persona:

"I kind of treat it like breaking down an actor. I used to sing and perform for a living — how would I break down the character of Rhoback? How does Rhoback speak? What age are they? What makes the most sense?" 

Next step

✅ Create a brand voice guide with tone, style, formality, and example phrases.

2. Delay responses to mimic human behavior

Humans associate short pauses with thinking, so when your AI responds too quickly, it instantly feels unnatural.

Adding small delays helps your AI feel more like a real teammate.

Where to add response delays:

  • Before sharing info that would realistically take a moment to look up, e.g., order history
  • Before confirming an action like issuing a refund or applying a discount
  • Transitioning or escalating between steps or agents
  • Emotional messages, like customer complaints and product quality issues

Even a one- to two-second pause can make a big difference in a robotic or human-sounding AI.

Next step

✅ Add instructions in your AI’s knowledge base to include short response delays during key moments.

3. Avoid generic phrasing and canned language

Generic phrases make your AI sound like... well, AI. Customers can spot a copy-pasted response immediately — especially when it's overly formal.

That doesn't mean you need to be extremely casual. It means being true to your brand. Whether your voice is professional or conversational, the goal is the same: sound like a real person on your team.

Here's how to replace robotic phrasing with more brand-aligned responses:

Generic Phrase

More Natural Alternative

“We apologize for the inconvenience.”

“Sorry about that, we’re working on it now.” (friendly)
“Apologies for the trouble. We’re resolving this ASAP.” (professional)

“Your satisfaction is our top priority.”

“We want to make sure this works for you.” (friendly)
“Let us know how we can make this right.” (professional)

“Please be advised…”

“Just a quick heads up…” (friendly)
“For your reference…” (professional)

“Your request has been received.”

“Got it. Thanks for reaching out.” (friendly)
“We’ve received your request and will follow up shortly.” (professional)

“I will now review your request.”

“Let me take a quick look.” (friendly)
“I’m reviewing the details now.” (professional)

Next step

✅ Identify your five most common inquiries and give your AI a rewritten example response for each.

4. Use context to inform answers

One of the biggest tells that a response is AI-generated? It ignores what's already happened.

When your AI doesn't reference order history or past conversations, customers are forced to repeat themselves. Repetition can lead to frustration and can quickly turn a good customer experience into a bad one.

Great AI uses context to craft replies that feel personalized and genuinely helpful.

Here's what good context looks like in AI responses:

  • Order awareness: The AI knows the customer placed an order yesterday and provides an accurate delivery estimate without asking for the order number again.
  • Conversation continuity: If the customer reached out earlier that week from a different support channel, the AI references that interaction or picks up where things left off.
  • Customer type: First-time shopper? VIP? The AI adjusts tone and detail level accordingly.

Tools like Gorgias AI Agent automatically pull in customer and order data, so replies feel human and contextual without sacrificing speed.

Next step

✅ Add instructions that prompt your AI to reference order details and/or past conversations in its replies, so customers feel acknowledged.

5. Balance automation with human handoff

Customers just want help. They don't care whether it comes from a human or AI, as long as it's the right help. But if you try to trick them, it backfires fast. AI that pretend to be human often give customers the runaround, especially when the issue is complex or emotional.

A better approach is to be transparent. Solve what you can, and hand off anything else to an agent as needed.

When to disclose that the customer is talking to AI:

  • You can disclose it at the start of the conversation, or include a disclaimer in your chat widget, contact page, or help center to let customers know AI may assist
  • When the customer asks to speak to a human or expresses frustration
  • If the AI cannot fulfill the request and needs to escalate
  • Anytime the AI is making decisions, like issuing refunds or processing cancellations
  • When transitioning from AI to a human agent

For more on this topic, check out our article: Should You Tell Customers They're Talking to AI?

Next step

✅ Set clear rules for when your AI should escalate to a human and include handoff messaging that sets expectations and preserves context.

6. Add intentional imperfections to sound human

We're giving you permission to break the rules a little bit. The most human-sounding AI doesn't follow perfect grammar or structure. It reflects the messiness of real dialogue.

People don't speak in flawless sentences every time. We pause, rephrase, cut ourselves off, and throw in the occasional emoji or "uh." When AI has an unpredictable cadence, it feels more relatable and, in turn, more human.

What an imperfect AI could look like: 

  • Vary sentence length and structure. Some short and choppy, others long. 
  • Add subtle grammatical “mistakes” like sentence fragments or informal punctuation. 
  • Mix in casual phrasing or idioms where appropriate. 
  • Avoid mechanical-sounding transitions. 
  • Occasionally use filler phrases like "kinda," "just checking," or "I think."

These imperfections give your AI a more believable voice.

Next step

✅ Add instructions for your AI that permit variation in grammar, tone, and sentence structure to mimic real human speech.

Natural-sounding AI is easier to set up than you think

Human-sounding AI doesn’t require complex prompts or endless fine-tuning. With the right voice guidelines, small tone adjustments, and a few smart instructions, your AI can sound like a real part of your team.

Book a demo of Gorgias AI Agent and see for yourself.

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

Further reading

How to Optimize Your Help Center for AI Agent

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

TL;DR:

  • AI Agent, Gorgias’s conversational AI tool, uses your Help Center as its primary knowledge source to autonomously handle over 30% of customer email inquiries.
  • Ensure your Help Center articles address all relevant topics such as shipping, orders, product information, and account management.
  • An updated Help Center boosts AI Agent's ability to deliver accurate and relevant responses.
  • Ready your Help Center for the upcoming AI Agent beta in May 2024 by using our 50+ article templates.

Your Help Center is a great resource for sharing information with customers. And as AI technology transforms customer support, the Help Center now also serves as a data source that provides AI with the knowledge to answer questions.

Gorgias’s AI features function by drawing on information from knowledge sources. For example, Gorgias’s AI can draw upon your past support tickets to generate Help Center content. Likewise, our upcoming AI Agent uses your Help Center to write and send answers to customer questions.

Our AI Agent is coming July 1st (with a Beta starting in May). Below, we'll explain why an up-to-date Help Center that covers all your policies is the best way to prepare for AI Agent, gain admission to the Beta, and resolve 30%+ of your email support interactions.

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Help Center: The foundation of AI Agent’s knowledge

AI Agent is a conversational AI tool that answers customer support emails by learning your brand’s policies and processes from your Help Center. It can understand a wide array of questions and generate unique responses that are helpful, personalized, and accurate.

Unlike AI tools like ChatGPT or Gemini, which are trained on public information, AI Agent specifically works with your data. Its first layer of support is your Help Center, a database of articles about your products and policies. From there, you can complement its knowledge with data from Macros and connected ecommerce tools like Shopify. 


With AI Agent as your level 1 support, your team can focus on escalated or VIP tickets and other projects you may not currently have time for. 

The crucial step to fully prepare AI Agent is to make sure your Help Center articles are accurate and up-to-date. You don’t need to have your Help Center published or linked on your website — however, articles must be published and not saved as drafts. 

How to tell if your Help Center is ready for AI Agent

To hit the ground running with AI Agent, your Help Center must meet a few criteria. Here’s a checklist to prepare your Help Center:

✔️ Answers all relevant topics

Ideally, customers should find answers with just one click. You can achieve this by publishing articles that answer your customers’ top concerns. 

We’ve compiled the most important Help Center articles to have, with the starred questions being essential to include. You can skip to the bottom of this post to find templates for these topics: 

Shipping & Tracking

  • ⭐️ Where is my order? (WISMO)
  • ⭐️ How do I track my order?
  • ⭐️ How do I get my tracking number? 
  • ⭐️ How much does shipping cost?
  • ⭐️ Do you offer free shipping?
  • ⭐️ International shipping / do you ship worldwide?
  • ⭐️ Do you offer expedited shipping?
  • ⭐️ How long does delivery take?
  • Why can’t I track my order?

Orders & Payment

  • ⭐️ Can I edit or add anything to my order?
  • ⭐️ How do I apply promo/discount codes?
  • What methods of payment do you accept?
  • Where do I get promo codes/discounts?
  • My promo code isn’t working
  • Forgot to add a promo code (but already purchased)
  • How do Shop Pay installments work?
  • How do I update the billing information on my order?
  • How do I purchase a gift card?
  • How do I use a gift card for my purchase?
  • Do you price match for sales?

Order Issues

  • ⭐️ What is your return/exchange policy?
  • ⭐️ What is your cancellation policy?
  • ⭐️ How do I initiate a return?
  • ⭐️ How do I initiate an exchange?
  • ⭐️ How do I cancel my order?
  • ⭐️ How do I get a refund?
  • ⭐️ Order is marked delivered but not here
  • ⭐️ What do I do if I receive the wrong item in my order?
  • Right product was delivered but wrong size/style/color/etc.
  • Item is missing from my order
  • Does not fit/not true to size
  • I’m having a reaction to the product
  • Order damaged

Product Information

  • Sizing
  • Styles
  • Materials/Ingredients
  • Product recommendations
  • How to use this product
  • How long does this last?
  • How to store this product (if it’s perishable)?
  • Product care / washing / cleaning
  • Differences between similar products

Accounts/Subscriptions

  • ⭐️ How do I use these benefits/rewards points?
  • ⭐️ I’m having trouble logging in
  • ⭐️ How do I cancel my membership/subscription?
  • ⭐️ How do I skip a subscription shipment?
  • ⭐️ How do I update my subscription items?
  • How do I set up an account?
  • How do I become a member/subscriber/loyalty program?
  • What are the member benefits? Why should I sign up?
  • I forgot my password / Reset my password 
  • How do I change my default address?

✔️ Up-to-date and accurate articles

As an online business, your information constantly changes, including policies, product updates, and brand revamps. Review older articles, particularly those over a year old, to ensure the information is still accurate. 

Here are the most important elements to update: 

  • Policies, e.g. international shipping, order processing times, return windows, your contact details
  • Product names and availability
  • Links (to key pages on your website or self-service portals)

✔️ Includes important links

If your articles point to other web pages, you’ll want to make sure the right texts are hyperlinked, and the links do not lead to 404 pages.

Some important links to include:

💡 Pro Tip: Avoid including statements in your articles like, “To resolve this issue, contact us at [email]” as this confuses the AI Agent.

✔️ Articles are published

Ensure your articles are published so AI Agent can learn from them. Whether the article is Unlisted or Public, you must take them out of Draft mode. An article left in Draft mode remains invisible to AI Agent. To confirm that your article is published, check the top right corner of the editor to ensure the article is “Published” and not “Unsaved.”

Choose to make your Help Center articles Public or Unlisted
Modify the category, visibility settings, and language of a Help Center article in the editor.

That said, if you’re not ready to share your Help Center with customers,  you don’t need to publish the Help Center itself.

Toggle whether you want your Help Center to be live
You can choose to publish your Help Center live or keep it hidden.

Related: How to boost your Help Center’s visibility

How to build a Help Center as quickly as possible

If you don’t currently have a Help Center, you can set one up and start filling it with articles within a couple of hours. Below are three strategies that will let you create the most comprehensive Help Center, fast.

1) Use AI to create articles

When you create a Help Center on Gorgias, you can access the AI Library. The AI-generated articles are based on your past conversations with customers and their concerns. You can edit them to suit your brand voice and policies.

AI Library gif
Gorgias’s AI Library automatically generates articles based on what your customers inquire about.

As of now, only accounts with a single Shopify store connected have access to the AI Library. We expect multi-store accounts to gain access to this feature by mid-May 2024.

Related: Our AI Library Help Doc

2) Use article templates

Accelerate the setup of your Help Center by using pre-written article templates. These templates cover common customer inquiries and ensure consistency in response quality and format. 

Gorgias offers six ready-to-use Help Center article templates that cover essential topics. These templates enable you to quickly establish a strong database without wasting agents’ time.

A GIF of Help Center article templates
Gorgias makes it easy to create a Help Center with six ready-made article templates.

3) Leverage existing content

Take stock of your existing content, such as FAQs, product guides, and blog posts. Convert this content into Help Center articles and properly categorize them based on the topic for seamless user navigation.

💡 Pro Tip: Each article should only ask one question. This helps AI Agent to easily decipher the purpose of each article.

Evolve Skateboards
Evolve Skateboards links their YouTube videos in their Help Center.

50+ Help Center Article Templates with Answers

To speed up Help Center creation, we’ve provided article templates covering topics from shipping and tracking and account creation to product information. Simply edit the details and add the necessary links based on your policies.

Shipping & Tracking

⭐️ Where is my order? (WISMO)

To check the status of your order, please visit our Order Tracking Portal and enter your email address and order number. We update our tracking information as soon as it is available.

⭐️ How do I track my order?

Once your order has shipped, we'll send you a confirmation email with a tracking link. Click on the link to view the latest updates on your order and its estimated delivery date.

⭐️ How do I get my tracking number?

Your tracking number will be emailed to you when your order ships. If you haven't received it, please check your spam folder. If it's not there, please contact our customer support team.

⭐️ How much does shipping cost?

Shipping costs vary depending on the weight of your order and the destination. To view shipping costs, simply add items to your cart, proceed to checkout, and enter your shipping address. The applicable shipping fees will be displayed before you finalize your order.

⭐️ Do you offer free shipping?

Yes, we offer free standard shipping on orders over [$#]. A standard shipping fee will be applied to orders under [$#].

⭐️ Do you ship worldwide?

We ship to [#] countries worldwide. Shipping costs and times vary depending on the destination. For detailed information and to see if we ship to your country, please visit our international shipping page.

⭐️ Do you offer expedited shipping?

Yes, we offer expedited shipping options for most locations. You can select your preferred shipping method at checkout. Additional charges will apply for expedited shipping.

⭐️ How long does delivery take?

Delivery times vary depending on the destination and the shipping method selected. For standard shipping in [country], expect your order to arrive within 5-7 business days. International orders may take 10-20 business days. 

Why can’t I track my order?

If you can’t track your order, it may be for several reasons: the tracking information is not yet available, the tracking number is incorrect, or there may be a delay in the tracking system updates.

Please allow up to 24 hours for your tracking information to become available after receiving your shipping confirmation email. If you still face issues, contact our customer support team for further assistance.

Order & Payment

⭐️ Can I edit or add anything to my order?

Once an order is placed, we are unable to make changes to the order. However, if you need to update your shipping address or contact information, please contact our customer service team immediately after placing your order.

⭐️ How do I apply promo/discount codes?

To apply a promo or discount code, proceed to checkout and enter your code in the 'Discount Code' field. Click 'Apply' to see your new total before finalizing your order. Only one code can be used per order.

What methods of payment do you accept?

We accept various payment methods including Visa, MasterCard, American Express, and PayPal. 

Please note that we do not accept personal checks or money orders. 

Where do I get promo codes/discounts?

To get promo and discount codes, make sure to subscribe to our newsletter, check our homepage, and follow us on social media to get the latest deals. 

My promo code isn’t working.

The promo code you entered may not work due to an incorrect input (check that you have entered the right letters and numbers), specific conditions (like minimum spend), or an expiry date. If you continue to experience issues, please contact our support team for assistance.

I forgot to add a promo code but already made a purchase.

If you forgot to apply a promo code at checkout, please contact our customer service team as soon as possible. Depending on the status of your order, our team may be able to apply the promo code for you.

How do Shop Pay installments work?

Shop Pay Installments allow you to split your purchase into multiple payments, interest-free. At checkout, choose Shop Pay, select 'Installments', and follow the prompts to set up your payment plan.

How do I update the billing information on my order?

To update your billing information, you may log in to your account and change your information from the Account Settings page. If you do not have an account, please contact our customer service immediately.

How do I purchase a gift card?

Gift cards can be purchased directly from our website. Visit our gift card section, choose the amount, and complete the purchase. The gift card will be directly emailed to you or to the specified recipient.

How do I use a gift card for my purchase?

To use a gift card, enter the code in the 'Gift Card or Discount Code' box at checkout. The value of the gift card will be deducted from your order total.

Do you price match for sales?

We offer price matching for sales within [specific timeframe] of purchase. If an item you’ve bought goes on sale within this period, please contact our customer service to adjust the price difference. Note that certain conditions may apply.

Order Issues

⭐️ What is your return/exchange policy?

We accept returns and exchanges within [30] days of purchase. Items must be in their original condition and packaging. Some items may not be eligible for return. Please see our detailed return policy for more information.

⭐️ What is your cancellation policy?

Orders can be canceled within 24 hours. After this period, we may not be able to cancel your order as it might already be in processing or shipment.

⭐️ How do I initiate a return?

To initiate a return, please visit our Returns & Exchanges Portal and enter your order number and email address. 

⭐️ How do I initiate an exchange?

To exchange an item, please visit our Returns & Exchanges Portal. 

⭐️ How do I cancel my order?

If you need to cancel your order, please contact us immediately. If your order has not yet been processed, we will cancel it and issue a full refund. If the order is already processed, please refer to our Returns & Exchanges policy.

⭐️ How do I get a refund?

Refunds are processed upon receipt and inspection of the returned item. Please allow up to 10 business days for your refund to be credited back to your original form of payment.

⭐️ Order is marked delivered but not here.

If your order is marked as delivered but you haven't received it, please check around your delivery location and with neighbors. If you still can't locate it, contact our customer support for assistance.

⭐️ What do I do if I receive the wrong item in my order?

If you receive the wrong item, please contact our customer service immediately. We will arrange for the correct item to be sent to you and provide instructions for returning the incorrect item.

I received the right product but in the wrong size/style/color.

We apologize for any inconvenience caused. Please contact our customer service team within [#] days of receiving your order to initiate an exchange for the correct size/style/color. Visit our Returns & Exchanges policy for more information.

What should I do if an item is missing from my order?

We're sorry to hear that you're experiencing issues with your order. Please check your confirmation emails to ensure all items were included in your shipment. If an item is missing, please contact our customer service team immediately so we can resolve the issue.

What can I do if my item doesn't fit or isn't true to size?

If the item you purchased does not fit, you can return it for a refund or exchange it for a different size. Please refer to our Returns & Exchanges policy for details on how to initiate a return or exchange.

What should I do if I'm having a reaction to the product?

Your safety is our priority. Please stop using the product immediately and consult a healthcare professional as needed. To report a reaction and request a return or exchange, contact our customer support team. We also recommend checking the ingredients list to identify any potential allergens.

What should I do if my order arrived damaged?

We apologize for the inconvenience. Please take a photo of the damaged item and email it to our customer service department within [#] days of delivery. We will assist you with a return or exchange as quickly as possible.

Product Information

Where can I find sizing information?

Our sizing runs true to size unless stated otherwise.

For detailed sizing information, please visit our Sizing Guide page. The guide includes size charts and tips on measuring yourself to ensure the best fit.

Which style is best suited for my needs?

Our various styles cater to different preferences and requirements. For a breakdown of our styles and their best uses, please check out our detailed Style Guide.

What are the materials or ingredients used in this product?

We use high-quality materials/ingredients to ensure the best experience with our products. For a full list of the materials or ingredients in this product, visit the product page.

What product do you recommend for [trait/preference/condition]?

For [trait/preference/condition], we recommend our [Product Name], designed to provide a [benefit here]. 

How do I use this product?

For optimal results, follow these steps: 

  1. Step 1
  2. Step 2
  3. Step 3
  4. Step 4

How long does this product last and how should it be stored?

This product typically lasts [X amount of time] when used as directed. Store in a cool, dry place away from direct sunlight. For perishable products, refrigeration may be required. 

What's the best way to care for this product?

To maintain the quality of your product, we recommend [specific care instructions, e.g., machine wash cold, hand wash only]. For more detailed care instructions, please visit our Care Guide.

What's the difference between Product A and Product B?

Product A is designed for [specific use], while Product B is better suited for [different use]. 

Accounts/Subscriptions

⭐️ How do I use these rewards points?

You can redeem your rewards points at checkout. Enter the amount of points you wish to apply in the 'Rewards' field, and the discount will be applied to your total.

⭐️ I’m having trouble logging in.

If you're having trouble logging into your account, please try resetting your password using the 'Forgot Password' link on the login page. If you still experience issues, contact our customer support team for help.

⭐️ How do I cancel my membership/subscription?

To cancel your membership or subscription, please log into your account and navigate to the 'Subscriptions' section. You can choose to cancel your subscription from there. If you need assistance, our customer service team is here to help.

⭐️ How do I skip a subscription shipment?

You can skip a subscription shipment by logging into your account, going to the 'Subscriptions' section, and selecting the shipment you wish to skip. Please do this before the billing date for the next shipment.

⭐️ How do I update my subscription items?

To update the items in your subscription, log into your account and visit the 'Subscriptions' tab. You can add or remove products or change the quantities for your next shipment.

How do I set up an account?

Create an account [here] by using the same email address you ordered with.

Please note that if you haven’t created a password, you do not have an account. Additionally, signing up for our emails or ordering doesn't mean you have created an account.

How do I become a member/subscriber/loyalty program?

Become a member by visiting our Membership page.

What are the membership benefits?

You’ll earn many perks as a [company name here] member! Upon joining, you’ll receive a 10% off discount on any purchase. 

Plus, more benefits:

  • Points for every dollar spent
  • [$] off anytime you refer a friend
  • A special birthday gift
  • An anniversary gift

I forgot my password.

To reset your password, please click [here].

How do I change my default address?

You can change your default address from your Account settings.

If you need to change your shipping address for a current order, please [contact us].

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The Gems of Learning with TJ Balo

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

TJ’s Top Advice: 

  • As a leader, foster openness and creativity by encouraging team members to regularly share their ideas.
  • Tell your customers when you update a product. Including them in the conversation can build trust and bring about valuable feedback.
  • Treat your customers as your stakeholders. They are the driving force behind your brand and deserve to have their voices heard.
  • Leadership entails continuous learning from your team, customers, and the industry at large.

Everybody wants to skip to the answers, but for TJ Balo, there is more joy to be found in the learning. Since 2014, TJ has been the Head of Customer Relations and Marketing at Andrea Iyamah, a fashion line founded in 2011 by Nigerian designer Andrea Dumebi Iyamah. From Toronto, TJ leads a group of customer service reps from around the world, including New York and Nigeria, teaching them the ins and outs of customer service operations, logistics, and lingo.

Encouraging out-of-the-box ideas

Brainstorming is one of the most exciting parts of the job for TJ, who’s always finding ways to improve the customer experience. When his team gets together, there is no wrong answer. TJ encourages his staff to think outside the box. Whether it’s a bold social media marketing play or a never-before-done collection, he wants to hear it all.

“I always want them to bring new concepts and ideas to the table. I think that for success, it's not about the implementation. It's about what you’re thinking,” he says. 

The vulnerability to share out-of-the-box ideas allows his team to create a playground where creativity is the only goal. It’s where every idea has a chance to shine when the time is right, whether it’s in a month or in the next year. All TJ asks is for every person to be fearless and confident: “Let your presence be known. The minute I can identify you, that's when I know that you're doing something right and I'm doing something right.”

The TIBARA Kaftan Dress in Lime from Andrea Iyamah
         

Including customers in the conversation

Online businesses, especially fashion brands, are no strangers to the challenge of meeting customer expectations. Sometimes colors don’t appear the same way on a screen as they do in person. Other times, sizes may run a smidge too loose or snug. Regardless of the issue, “it’s about consistent communication first,” TJ says. 

How can you show up for the customer and show them they matter? For TJ’s team, customer satisfaction is their guiding light. They always remember to throw in an incentive for customers, whether it’s a refund, discount, or replacement.  

‎TJ pays the same heed to internal feedback. His team’s opinion takes precedence before a product is released. They answer questions like, “What’s missing?” “Does it translate well to different body types?” People naturally gravitate towards good products, and TJ wants to hit that mark as closely as possible the first time around.

When mishaps occur, broadcasting the solution to their customer base is imperative. “I think that that's one step a lot of fashion and retail brands miss. They take the feedback in, and they come out with a new or better product, but the customer doesn't know because they don't communicate that message to them to say, ‘We took this in from you, we have this new version out, come and try it again,” he says. 

Treating customers as stakeholders

The AZO Mini Dress in Tangerine from Andrea Iyamah
         

Peruse Andrea Iyamah’s Pinterest and their inspirations draw from a cornucopia of African cultures, stories, and experiences. Traditional details can be found in every piece, from a modern sleeveless dress in the recognizable silhouette of a Kaftan to jumpsuits adorned with sculptural pleats similar to those found on a Gele. The room to innovate is boundless, especially with their Treasures.

Treasures, the term of endearment for their customers, are the backbone of Andrea Iyamah. Without the support and feedback of their Treasures, the brand would not have crossed international borders, dressing icons like Michelle Obama, Gabrielle Union, Ciara, and Kate Hudson.

‎“We treat our customers as our stakeholders. We believe they’re the driving force of the brand and its vision, hence our goal to make them feel valued and appreciated,” TJ emphasizes.

On Instagram, they spotlight their Treasures’ voices with Instagram carousels of rave reviews on Twitter. One Treasure confidently states, “Andrea Iyamah never misses… I swear.”

“You have to take in every single detail. That is where the brand meets the stakeholder. That's where they both come together. I never give credit to just either or. They both come together to create and to curate this amazing masterpiece.” —TJ Balo on handling custom orders

Continuous learning is vital to leadership

For a business that’s been operating for over a decade, you could say Andrea Iyamah has accomplished everything. But for TJ, the learning never stops. “Research and ensuring that you're actually taking in that research is the genesis of staying on the cutting edge.” 

He recognizes that they aren’t the first to do it in their industry, that there are countless other companies making great strides. Nonetheless, he wants to be the best to do it. “As we grow, as a business, as a brand, as a company, even just as a team generally, I want to be a reflection of what I would like from my team. You can never know it all. Continuous learning is also leadership.”

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There’s More to Chat Than You Think: Debunking 5 Chat Myths

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

Customers who use chat support are 2.8 times more likely to convert than those who don’t. Despite its proven impact, misconceptions around chat’s limited scope — reducing it to only live interactions — persist, creating a missed opportunity for the online stores that could benefit from it the most. 

The reality is chat is a versatile tool that can adjust to company needs, whether it’s a self-service tool that runs on its own, a channel for providing live support, or both.

For ecommerce businesses on the fence about incorporating chat into their customer service operations, we're here to clear up five of the most common myths about chat’s functions, costs, and benefits. After that, we’ll lay out a five-step guide to efficiently set up chat so you can start delighting customers now. 

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What’s the difference between Live Chat and Chat?

Live chat is real-time communication that allows customers to interact with a customer service representative instantly. It's the digital equivalent of walking into a store and speaking directly with an employee.

On the other hand, chat is more than just live interactions; it includes automated responses that ensure customers receive support, even without agents. This hybrid approach allows businesses to deliver 24/7 customer support.

Chat solutions, like Gorgias Chat, blend live chat's on-demand nature with automation and AI. Chat allows businesses to provide support regardless of time zone and staff availability.

‎Five chat myths debunked

Confusion about what chat can do often discourages businesses from leveraging the powerful customer service tool. Below, we’ll be myth-busting five common misconceptions about chat to reveal its true potential.

Myth 1: Chat is expensive

Contrary to popular belief, chat can be a cost-effective solution to operate customer service. Brands can earn 10x more revenue by implementing chat and, in turn, operate a smaller support team. Support agents can be costly, so using chat to deflect tickets can be a quick way to optimize both time and budget.

Ron Shah quote

Myth 2: Chat is only for big companies

Chat's usefulness transcends business size and breaks down silos in customer service by allowing customers to get answers on their own time. As a customer service tool, any business engaging with customers can benefit greatly from it to tackle pre-sales questions and resolve issues efficiently.

Myth 3: Chat requires staff to operate

As previously mentioned, chat can handle both live and automated interactions, which means no agents are required to manage it. Online stores can set up chat on their websites, allowing it to run 24/7. Businesses can decide whether to enable live chat or keep it fully automated.

RipSkirt uses Chat to intake offline chat messages.
Chat can intake offline messages and operate 24/7 without agents.

Related: Customer service outsourcing: why, when, and how

Myth 4: Chat increases your tickets

Due to automation-based conversations in chat, ticket volume does not necessarily increase when customers use chat. A ticket is only created when a customer converses with a live agent. Unlike using social media as a support channel, chat empowers customers to self-serve and resolve issues on their own.

A customer gets their issue resolved by a chatbot.
Chat can resolve customer issues in seconds, preventing the need for customers to create more tickets.

Myth 5: Chat decreases customer satisfaction

Contrary to popular belief, chat has a positive impact on customer satisfaction. Based on Gorgias data, brands experienced a 1% increase in CSAT when using automation, including chat. The improved satisfaction can be attributed to the efficiency of automated answers and the absence of wait times.

Companies that used Gorgias Automate experienced a 1% increase in CSAT score
According to Gorgias data, customer satisfaction increases by 1% when customer service automation is used.

Myth 6: Email is just as good as chat

While email remains a staple, chat offers immediate engagement in the shopping flow that can create opportunities for upselling. For example, an on-site campaign toolkit like Gorgias Convert becomes a seamless extension of your sales and support strategy with the ability to recommend products within chat. 

Since chat simplifies the process of reaching out, it is also easier for companies to build trust with their customers. The fewer hurdles customers have to jump over to get an answer, the more readily they will trust your brand.

Chat is a more accessible support channel than email

Read more: You’re doing it wrong: better ways to use email as a customer service channel

The best Chat setup in 4 easy steps

Now that you know chat isn’t expensive and can give you a great return on investment, you can start making the most of it. Here’s the optimal way to set up chat in four, simple steps.

1. Customize your chatbot avatar

A study from the University of Göttingen found that customers value clarity on whether they're conversing with a bot or a human agent. Their satisfaction did not dwindle when issues went unresolved, knowing they were interacting with a chatbot.

You can add “Bot” to your chat name on Gorgias whenever automated messages are sent. Enabling this improves the customer experience by letting them know exactly who they are talking to.

In addition, customizing your chatbot avatar to your company logo instead of leaving it as the default robot avatar adds a personal touch. If live chat is enabled, uploading individual profile photos for your agents will help customers feel more comfortable since they’re able to associate a face with the agent they’re talking to.

2. Set up Quick Responses to answer frequently asked questions

Frequently asked questions can quickly dominate your inbox, but with Quick Responses, you can offer fully automated answers. This allows you to provide customer service on an international scale without worrying about increasing agent workload.

Gorgias Automate upgrades your customer experience with an entire automation toolkit that includes Quick Responses in Chat. You can display up to six Quick Responses at a time, providing customers with immediate answers to their questions.

RipSkirt uses Quick Responses to answer customers even when their support team is offline.

3. Set live chat hours

While many assume live chat needs to be available for extended hours, the truth is that live chat hours can be tailored to what suits your brand best, even if that's just one hour a day. The key is to clearly communicate when an agent will respond to customers outside of these hours. 

Customers prefer live chat because of the lack of wait times, so if you’re offering live chat, be sure your agents meet customer expectations by answering chat conversations in 30 seconds. Strengthening customer relationships is crucial to building trust and, therefore, increasing your ecommerce retention rate. On Gorgias, setting your business hours will directly update how Chat appears to customers.

Bokksu uses Gorgias Automate to provide Quick Responses, Order Management, and live chat
When support agents are online, a green icon will appear next to their avatars on Gorgias Chat.

4. Build a Help Center to provide Article Recommendations in Chat

A help center is a database of articles that range from frequently asked questions and guides to video tutorials and policies. On Gorgias, Chat can use your Help Center articles to enrich automated answers with detailed information. For instance, fashion and apparel stores can create a sizing guide article, which Chat can then reference, guiding customers directly to the information they need. 

Article Recommendations in Chat
Gorgias Chat provides article recommendations based on.the contents of your Help Center.

Accomplish the work of 3 agents with Gorgias Automate

Gorgias Automate enabled luxury luggage company July to handle the equivalent workload of three extra agents. With tools like Chat, July went from handling repetitive queries to focusing on more significant customer issues. This significant change enhanced their support efficiency and customer satisfaction. 

Want to become a success story? Discover how Gorgias Automate can streamline your support workflow and elevate customer experience. Book a demo today.

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New Data Shows 4 Ways Automation Impacts Customer Service

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

Since ChatGPT was introduced in November 2022, customer service automation has stormed its way into almost every industry, including ecommerce. This leap in technology has paved the way for companies to increase their support efficiency dramatically, as demonstrated by the buy-now-pay-later service Klarna, which recently resolved two-thirds of customer service chats with AI

The business gains arising from automation are evident. Faster and smarter tools mean less time handling mundane tasks and more time improving the customer journey with meaningful conversations, personalized experiences, and seamless upselling opportunities.

At Gorgias, our mission is to elevate customer experiences with automated solutions. To determine the impact, we analyzed data from over 14,000 merchants who use automation compared to those who do not.

Our data revealed a 36% increase in repeat purchases, a 37% reduction in first response time, a 52% reduction in resolution time, a 27% decrease in the ticket-to-order ratio, and a 1% increase in CSAT when automation is used.

These compelling results assert our belief in automation as the next, inevitable step for scaling support teams.

“AI is going to help us transform ourselves into deeper thinkers by taking over simple, standardized functions” —Ron Shah, CEO and Co-founder at Obvi 

The shift in customer service: doing more with less

Before automation, customer service teams scrambled to hire more agents as their customer bases grew. When Black Friday and other peak seasons arrived, hiring more agents was the Band-Aid fix. Today, companies are opting for leaner support teams as automation allows them to do more with less. The benefit? Teams can scale and improve the quality of service without temporarily bringing on new staff.

Automation works like a junior support agent but at a higher efficiency. It can handle frequently asked questions like where is my order? and customize responses according to brand voice. So, as repetitive tasks are handled in the background, agents can focus on more complex tickets, such as product-specific questions or technical issues that require troubleshooting.

“Before, agents had to handle it all. Now, they rarely take a ticket about frequently asked questions. They’re only handling escalations, special product-related questions, and things like that.” —Caela Castillo, Director of Customer Experience, Jaxxon

Automation is redefining customer experiences

The flexibility of automation makes it the ideal tool for personalized customer service. Aside from being a keyboard shortcut or macro, automation can be a hands-off assistant that can engage customers and influence as much as 25% of revenue.

At Gorgias, automation is at the core of our products, powering almost every feature in Helpdesk, Automate, and Convert. It allows merchants to deliver delightful and personalized customer interactions across various channels and touchpoints in the customer journey.

While automation is only one of many factors, we’ve found it to positively impact support performance metrics. Based on our data, merchants who used automation saw clear improvements in repeat purchase rates, response times, resolution times, tickets per order, and CSAT scores.

Automation led to 36% more repeat purchases

Retaining customer loyalty is challenging even when brands launch loyalty programs, as customers are discouraged by the effort required to receive rewards. However, Gorgias data shows that simply using automation can increase repeat purchase rates. Within 28 days, merchants who automated up to 20% of tickets increased their repeat purchase rate by 8 points.

‎Yoga apparel brand Manduka used Gorgias Convert's on-site campaigns to influence customers to purchase multiple products. The campaign convinced shoppers to hit a $100 order total for free shipping by recommending small additional items they may be interested in. Their campaign brought in nearly $12,000, proving that automation can directly affect revenue.

“We want to be able to target our repeat customers who have purchased a lot, and say, ‘Welcome back! Here's a new product that would go wonderfully with the item you bought last time.’ It would be a wonderful translation of the in-person retail experience where staff know what you like, so they can assist you better.” —Jessica Botello, Customer Service Manager at Manduka

Automation accelerated first response time by 37%

First response time cut down by 37% after automating

‎Automated responses resolve tickets in zero seconds and result in faster first response times. On average, merchants using automation respond 37% faster than ones who don’t automate customer service.

Responding to customers as quickly as possible is especially important during busy seasons like Black Friday and Cyber Monday so that revenue-generating questions don’t get pushed to the backlog. The customer experience team at health supplement brand Obvi was able to drive 3x more purchases from support conversations compared to previous years.

Faster response times also mean agents are able to make stronger connections with customers. For Obvi’s CX team, it translated to more time to engage with their vibrant Facebook community:

“Instantly, our CX team had time to prioritize important matters, like being active in our community of 75,000 women instead of sitting answering emails.” —Ron Shah, CEO and Co-founder at Obvi

Customer issues are resolved 52% faster with automation

When customer tickets are automated, resolution times improve dramatically. Merchants using automation resolved tickets 52% faster than those without.

Automation is especially helpful in answering pre-sales questions. High-end luggage retailer July deflected 450 tickets a month immediately after activating Quick Responses, one-click FAQs that live in Chat. Their Head of Operations and CX, Alex Naoumidis, notes that setup was “so easy, with a huge payoff.”

This significant efficiency gain ensures customers are well-educated about their products, leaving agents time to personalize the rest of the customer journey.

Automation decreased ticket-to-order ratio by 27%

As automated responses provide quick solutions to customer issues, customers need to contact support less. Based on our data, brands that automate 10% or more of their tickets see a decrease in billable tickets per order. Brands with little to no automation do not see a significant improvement in the ticket-to-order ratio.

For apparel brand Shinesty, automating more than 10% of tickets greatly decreased the number of tickets per order by 27%. Self-serve tools like interactive conversations called Flows and Article Recommendations enabled customers to solve issues relating to discounts, subscription policies, and returns on their own.

“Automate would be useful for any ecommerce company that needs to lower their ticket counts, or wants to provide a more consistent experience.” —Molly Kerrigan, Senior Director of Retention at Shinesty

30 days of automation allow brands to scale faster

‎Thirty days after setting up automation in Gorgias, brands enjoyed a 1% increase in CSAT score, a 4.51 score compared to 4.46 for non-automating brands. Even though satisfaction only nudged an inch, the positive effects reached support teams, improving agent morale and team alignment.

Molly Kerrigan, Senior Director of Retention at Shinesty, emphasizes the importance of preserving quality customer interactions during growth, "We get a lot of praise from our customers, and they talk highly of our CX team after 1:1 interactions. We can’t lose that as we scale." 

Since Gorgias provides in-depth conversation analytics, CX teams are finally able to see their impact.

“Tracking customer satisfaction scores in Gorgias is a really big help to us. Before, we didn't know if we were doing well or not, but now we can see people like the service we provide. We use the KPI tracking data for internal monthly meetings to review performance and see where we can improve,” says Deja Jefferson, Customer Experience Manager at Topicals.

Clearly, balancing automation with personalization significantly improves the customer journey. Given that customers with positive customer experiences are 2.7 times more likely to do repeat business, the value of automation is unmistakable.

In the future, agents will be AI coaches

AI progress has advanced in a short amount of time. But to remind you, this is only the beginning of what automation and AI can do in customer service. We envision AI as a constant work in progress, meant to intake information until it is capable enough to handle more complex tasks. This means agents will spend more time building strong customer connections and finding ways the business can grow.

Gorgias is at the forefront of this evolution, developing automation and AI-driven solutions like an AI-generated Help Center, an AI Agent, a generative AI assistant that autonomously answers customer questions, and an Interaction Quality Score to measure and report on AI-customer interactions. Gorgias aims to transform how support teams and customers interact with AI, paving the way for more impactful customer experiences on a human scale.

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Boost Your Help Center's Visibility: Proven Strategies to Increase Article Views

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

TL;DR:

  • A Help Center is an article database for customers to get the answers they need without contacting a support team
  • Create relevant Help Center articles by monitoring statistics like customer contact reasons, ticket intents, and CSAT scores
  • Leverage SEO by including relevant keywords and internal links in articles
  • Gorgias Automate can help promote your Help Center articles via on-site article recommendations

The Help Center is more than a database to make the lives of your agents and customers easier. It's also an ingenious way of creating brand awareness. By enhancing your Help Center's visibility, you carve new pathways for shoppers to discover your brand while solidifying your brand's reliability with loyal followers.

This guide delves into practical methods for increasing your article views and turning your Help Center into a dynamic hub with Gorgias. We’ll look at the basics of a Help Center, how to structure it based on statistics and SEO, and how to share it across multiple channels.

What is a Help Center? 

A Help Center is a knowledge database of articles addressing common questions about your products, services, and brand. It empowers customers to find solutions on their own without needing to contact your customer service team. 

A Help Center can include how-to articles, policies, answers to frequently asked questions, and more. Each article can also be supplemented with images, GIFs, and videos to better guide customers toward solutions. 

BrüMate Help Center
BrüMate’s Help Center is made with Gorgias.
         

Two strategies to make your Help Center stand out

Boosting your Help Center's visibility involves two key elements: understanding customer concerns to create relevant content and using SEO to increase article views.

Focusing on your customers' specific needs and questions allows you to provide articles that directly address their concerns. 

Let’s delve into the two strategies you can use with Gorgias.

Strategy 1: Understand customer concerns to create relevant articles

The first step to creating Help Center articles is understanding your customers’ problems. Identifying their concerns ensures your content aligns with what questions need clarification.

Here are five ways to uncover customer concerns with Gorgias Statistics:

1) Monitor Ticket Tags

Tags are labels for categorizing tickets by topic or customer intent. Regularly reviewing tags helps identify common customer inquiries. Generally, the more a tag is used, the greater the need for clarity on that topic. 

On Gorgias, navigate to Statistics -> Ticket Insights -> Tags to see tag usage frequency. This view gives you an overview of popular tags. You can also adjust the view by filtering by app integration, channel, and date range. 

💡 Pro Tip: The most frequently used tags can help inform what articles you should include in your Help Center. Based on the screenshot below, it would be smart to create articles about FAQs and a Price Match policy. 

Tag Statistics
You can view individual Tag statistics on Gorgias.
         

2) View Intent Statistics

Intent Statistics provide valuable insights into why customers contact support. By analyzing these statistics, you can understand the primary reasons behind customer queries. 

On Gorgias, go to Statistics -> Ticket Insights -> Intents to review the usage frequency of different customer intents.

This feature provides a clear bar graph view of customer concerns that are frequently mentioned in messages. You can also change the view using filters such as channel and date range.

Intent Statistics graph
In this example, no replies (cyan) and refund requests (bright red) were the top customer concerns.
         

3) Look into Contact Reasons

Another way to learn about your customers’ concerns is by looking at contact reasons. On Gorgias, Contact Reason is an AI-powered feature that identifies a ticket's contact reason from its message content. Reasons could range from cancellations and refunds to shipment issues and feedback. 

The Contact Reason is conveniently located at the top of each ticket, as shown in the image below.

Contact Reason view on Gorgias

         

4) Analyze low satisfaction scores and read negative feedback

While positive CSAT scores are gratifying, it's the negative feedback that truly helps improve your customer support.

To view Satisfaction scores on Gorgias, navigate to Statistics -> Support Performance -> Satisfaction. This section provides details on surveys sent, response rates, average ratings, and response distribution over three months. 

💡 Pro Tip: For deeper insights into CSAT scores, filter for scores of 3 stars or below. Analyzing lower ratings and their accompanying comments will help you pinpoint the exact topics your Help Center articles should address.

Satisfaction Statistics on Gorgias
Gorgias’s Satisfaction Statistics allows you to filter survey responses by score, channel, tags, and more.
         

5) Create related articles from top-performing articles


         

Checking the performance of your articles can be the key to adding relevant articles to your Help Center while avoiding unnecessary topics.

On Gorgias, you can find individual article performance by going to Statistics -> Help Center -> Performance by articles. Articles are sorted from most viewed to least.

Here’s how to use article performance data to write relevant articles:

  • 📈 Most viewed articles: These articles indicate the topics customers are most concerned about. Consider creating related articles that branch out from these top articles in order to increase information about a certain topic.
  • 📉 Least viewed articles: These articles may be irrelevant to your general customer base, which means you can hold off on writing similar articles. On the other hand, these articles may also not be highly visible on your Help Center. Ensure customers can easily find them.

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Strategy 2: Utilize SEO to increase article views

SEO (Search Engine Optimization) isn't solely for your primary webpages. It's equally crucial for Help Center articles. Using SEO tactics in Help Center articles boosts their online visibility, but most importantly, they allow you to turn visitors into customers.

Here are some effective SEO strategies to apply:

1) Incorporate relevant keywords into articles

Using relevant and related keywords in an article can boost search visibility. Customers won’t always use the same search query, so anticipating their word usage will help capture all types of customers looking for your content.

On Gorgias, you can find out what keywords customers are searching for under Statistics -> Help Center -> Help Center searches

Gorgias Help Center search term statistics
You can view which search terms customers use to find your Help Center articles.
         

Here’s how to leverage search result data:

  • Search terms with results: Use the most popular search terms as a guide for which keywords to include in existing articles.
  • Articles clicked: Sometimes search terms will have zero articles clicked. This may mean users weren’t able to find exactly what they were looking for. Pinpoint the search terms with zero clicks and create articles accordingly.
  • No search results: This is a list of keywords customers search for but don't find relevant articles for. Make sure to use these keywords in existing articles or create new articles for them.

💡 Pro Tip: Don’t forget to incorporate relevant keywords into your article titles, subheadings, and excerpts. There are two benefits to this: they make it easier for customers to quickly scan your content and enhance your brand's discoverability in search engines.

Customize an article
On Gorgias, you can quickly summarize articles in the Excerpt field. Be sure to include relevant keywords here as well.
         

2) Update articles based on article performance

Again, data plays a crucial role in making your support and Help Center the ultimate resources. On Gorgias, the "Performance by articles" section allows you to track how well each article performs. Articles are sorted by view count, ratings, and the dates they were last updated.

Gorgias Help Center article performance statistics
View how well your Help Center articles are performing in Help Center Statistics.
         

Here’s how you can leverage the following types of articles:

  • 📈 Most viewed articles: Feature your top-performing articles front and center in your Help Center to make them visible to customers looking for answers.
  • 👎 Unhelpful articles: Update these articles thumbed down by customers as they may lack detailed and up-to-date information, internal links, and SEO. 
  • ⌛️ Old articles: There may be a relation between poorly performing and outdated articles. Refresh your old articles accordingly.

3) Use internal links

Internal links are hyperlinks that point to other articles in your Help Center, creating a network of related content. This tactic helps to proactively address questions customers might not have considered, effectively reducing the load on your support team. 

Spread the word: share your Help Center articles across multiple platforms

To effectively increase the visibility of your Help Center articles, consider leveraging a variety of communication channels:

  • Customer communications. Embed article links in customer interactions, such as order confirmations or support responses, to provide extra assistance.
  • Email newsletters. Feature links to key articles in your marketing emails and newsletters to notify existing customers about your additional resources.
  • Social media. Share your articles on social media to reach a broader audience and showcase your brand's expertise. You can also share them on forums and online groups to engage with potential customers.

Enhance Help Center performance with Gorgias Automate

Remember, a well-optimized Help Center is a powerful tool in building brand awareness and customer loyalty.

Do more with an AI-powered Help Center with the power of Gorgias Automate. Discover how our advanced tools can streamline your support processes and improve customer satisfaction. Book a demo today.

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We Made Our People Resources Public

By Gorgias People Team
3 min read.
0 min read . By Gorgias People Team

TL;DR:

  • Gorgias is committed to transparency and has made its People Resources public
  • Sharing internal resources sets new industry standards for workplace satisfaction and culture
  • Gorgias's People Resources include manager handbooks, training sessions, salary processes, and more
  • Founders, HR leaders, prospective employees, and job seekers can benefit from Gorgias's People Resources

At Gorgias, we're avid believers in transparency. You'll find us documenting processes diligently, asking for feedback frequently, and addressing concerns openly. This may be surprising and even unconventional to most, but after witnessing its long-term benefits on employee satisfaction and engagement, our team is set on continuing the practice.

As a natural next step in our commitment to openness, we decided to make our People Resources available to everyone. These resources include documents and processes that outline how we operate at Gorgias, including how we approach the compensation process, performance reviews, and more. 

We invite you to delve into our resources, whether you’re a founder or a job seeker.

Why we're sharing our People Resources

Our decision to share our People Resources is driven by a vision that sets new standards for transparency in evolving corporate practices.

How Gorgias benefits

By opening up our resources to the public, Gorgias positions itself as an innovator and thought leader in the industry. Allowing our processes to be read and critiqued by others outside of the company gives way to perspectives we may not have considered.

We view our People Resources as living documents and as we drive discussions about transparent work culture, the opinions and critiques of others will be a constant source of value for us to continue improving our processes.

How other organizations benefit

For other organizations, accessing Gorgias' People Resources serves as a blueprint for building a positive and engaging workplace. By publicizing our processes, we hope to guide companies to create safer and more honest work environments, which in turn will improve employee satisfaction globally.

What's inside Gorgias’s People Resources

Our People Resources encompass a wide range of materials, including documents, processes, and additional resources. Here's what you'll find:

  • Manager handbooks: Comprehensive guides about what a manager is at Gorgias and how they can lead teams with confidence and empathy.
  • Training sessions: Detailed modules for leaders that combine theory and practice with roleplay.
  • Career growth tracks: Clear pathways for personal and professional development within the company.
  • Salary and compensation process: A transparent outline of how we recognize and reward our team members.
  • Team well-being: Resources dedicated to maintaining a healthy and supportive work environment.

Read more: Why we don't increase salaries each year based on performance

Who can benefit from our People Resources?

Our People Resources are designed with a wide audience in mind, ensuring that anyone interested in building a positive team environment can find value. Here's who can benefit:

  • Founders: Learn strategies for building a strong foundation for your team.
  • HR leaders: Gain insights into effective team management, development processes, and how to cultivate a thriving workplace culture.
  • Prospective employees: Meet the team and get a sneak peek into what working with Gorgias is like.
  • Job seekers: Whether you're considering a role with us or elsewhere, our resources can help you understand what to look for in a company's culture and philosophies.

Where to access our People Resources

You can find our public People Resources on Notion.

If you're inspired by what you see and want to join our growing team, we invite you to check out our current job openings.

We look forward to welcoming you to Gorgias, where we will continue building a transparent and innovative workplace.

How To Leverage Automation For More Personalized Customer Interactions

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

TL;DR:

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

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

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

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

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Automation is not AI & other automation myths debunked

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

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

Myth 1: Automation produces robotic language

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

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

Myth 2: Automation can’t be personalized

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

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

Myth 3: Automation can replace human agents

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

Myth 4: Customers prefer human agents

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

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

The balancing act of using automation effectively without sacrificing personalization

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

How to use automation the right way to support your customers

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

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

1) Create auto-responses to answer FAQs

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

How to implement:

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

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

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

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

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

How to implement: 

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

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

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

3) Use enriched customer data to deliver personalized messages

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

How to implement:

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

4) Prioritize VIP customers with automated rules

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

How to implement: 

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

5) Build a help center to provide article recommendations

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

How to implement:

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

Read more: 9 types of customer self-service

Balance automation and the human touch with Gorgias Automate

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

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The Expert Tips We Learned from the CX All-Star: Episode 1 Webinar

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

Last September, Gorgias hosted CX-All Star: Episode 1, a webinar presented by a superstar panel of customer experience leaders in the DTC industry. From the health and wellness space to the tech sphere, experts Eli Weiss, Amanda Kwasniewicz, Deja Jefferson, and Ren Fuller-Wasserman gathered years of experience and wasted no time sharing their top strategies, tips, and a-ha moments with fellow attendees.

One hour wasn't long enough to reveal all their expert tricks, but it was definitely enough to help fellow CXers rethink their strategy. If you weren't able to attend the event, these were the top four lessons we learned from CX All-Star: Episode 1.

1) Make CX the core of your business if it isn't already

Amanda Kwasniewicz, the VP of Customer Experience at ‎Love Wellness, emphasizes how CX should be the core of any business. "[CX] has a finger on the pulse of everything we do, whether we're just on the receiving end or whether we're executing it."

To emphasize CX's far-reaching impact, Amanda introduced a company-wide policy where every new employee spends six weeks working directly with support tickets and customers. This immersive approach to CX was so successful that non-CX team members, from marketing to finance, were able to help the CX team during a hectic inbox day when Love Wellness migrated platforms.

‎Read more: Why customer service is important, according to a VP of CX

"I think CX is often viewed as a call center, a revenue driver—and we're missing the core part that it's a feedback machine. It's like a feedback treasure trove. So, if you can think about it as all three of those things, that's what it is. It really is about the experience."
—Amanda Kwasniewicz, VP of Customer Experience at Love Wellness

2) The best CX hires are empathetic and eager to learn

"Brands are either notoriously anti-having a big CX team, or they're very straightforward. Either one of those extremes is dangerous," says Eli Weiss, VP of Retention Advocacy at Yotpo. The balance lies in building a team of passionate learners willing to grow.

Our experts agree that product knowledge can be taught through training, but soft skills like empathy, creativity, and passion are intrinsic. Eli notes that asking questions like "Why CX?" helps determine if a candidate will stick around. Amanda notes these team members often become superstar hires for other departments because of the breadth of their knowledge and skills.

Related: Hiring for customer service

“[LinkedIn] is how I've gotten a lot of people early on. I just looked at brands that crush it and said, 'Stay exactly where you are. I just need 2 hours.' Those 2 hours will usually give you what you as a founder can do in six, because somebody that's doing it all day is probably really good at figuring out how to put a move on it.”
—Eli Weiss, VP of Retention Advocacy at Yotpo

3) Acknowledge different learning styles in your onboarding process

"If people can understand and learn the product they're selling and they can educate the customer, I think that's really valuable," says Deja Jefferson, Manager of Customer Insights at skincare brand Topicals. That's why she takes a diverse approach to product knowledge onboarding.

At Topicals, new hires don't only have to pore over lengthy documents to learn about skincare products. They get their hands dirty by speaking to experts in the product team, reading cheat sheets, and talking to customers about personal skin concerns. This multifaceted strategy is inclusive to all types of learners and leads to agents becoming true experts.

Read more: Customer service training: what to cover + how to do it

"People who are passionate about what they're doing and about helping customers [will] figure out the rest."
—Deja Jefferson, Customer Insights Manager at Topicals

4) When necessary, break the script to create mensch moments

Ren Fuller-Wasserman, Head of Customer Experience at bidet brand TUSHY, empowers her team to go above standard protocols to create memorable or, as her team calls it, mensch (Yiddish for a person of integrity) moments. These are exceptional CX moments that can't be found in the onboarding manual, things like sending handwritten notes, personalized texts, and replacing items without question.

However, as with all things, it's also valuable to understand that mistakes happen. Ren likens the trial-and-error nature of customer experience to building a plane as it's being flown — it won't be perfect. She notes that protocols are important guidelines, but it's also worthwhile to allow your team to be mensch and decide, where do I need to follow the protocols here?

"There are incredible opportunities to make moments that matter, but only if your team has the agency to do so."
—Ren Fuller-Wasserman, Head of Customer Experience at TUSHY

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