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:

• Order tracking portal
• Returns & exchanges portal
• Loyalty program portal

💡 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.”

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

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.

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.

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.

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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Consumers are increasingly multi-screen and multi-channel. From desktop to mobile to tablet, they interact with businesses through Instagram DMs, Facebook Messenger, emails, support chat, and even phone calls. 

Though omnichannel customer service lays a valuable foundation, communicating effectively as a brand involves weaving marketing, sales, and customer service into a cohesive omnichannel communication strategy. 

An omnichannel communication approach makes it easier to talk to customers in a personal way, helping drive sales and keep customers loyal. 

This article explores how centralizing communications offers your team — from marketing and sales reps to support staff — the tools and insights they need for a consistent customer experience. 

By doing so, you don’t just react to customer needs; you anticipate them, opening avenues for proactive engagements that positively impact both relationships and revenue.

Omnichannel communication: an overview

Omnichannel communication is a customer-centric approach that integrates different methods of communication and business channels into a unified, seamless experience for prospective and existing customers.

Omnichannel communication goes beyond just offering multiple avenues for customer interaction; it creates a seamless and integrated experience across all touchpoints. 

How omnichannel works

Omnichannel communication focuses on three key facets—data unification, fluidity of customer interactions, and data-driven insights. By focusing on these key tenets, omnichannel communication moves beyond being a buzzword to a strategic approach that places the customer at the center of your business operations. This strategy allows retailers to deliver an experience that is consistent, contextually relevant, and highly personalized.

Data unification

Centralizing customer data from various digital channels like email, social media, and in-store interactions enables a more consistent and personalized experience. Also, it serves as the foundation for customer profiles. These profiles are critical for delivering targeted offers, rewards, and personalized service to shoppers.

Fluidity of customer interactions

Customers don’t experience channels; they experience your brand. They want to transition effortlessly between online chats, phone calls, and physical visits and have a conversation pick up right where it left off. This seamlessness is particularly beneficial for ecommerce retailers, who can use these channels to provide real-time updates such as stock availability or order status, enhancing customer satisfaction and reducing friction.

Data-driven insights 

Turn data into actionable insights. By analyzing integrated data across platforms, you can discern valuable patterns in customer behavior and preferences, allowing you to continuously refine your marketing strategies and improve the overall shopping experience.

Omnichannel communication moves beyond being a buzzword to a strategic approach that places the customer at the center of your business operations.

Omnichannel communication in action

While the concept sounds promising, how does it manifest for a single brand?

Graza excels at omnichannel communication, offering its customers a seamless and enriched experience across various touchpoints. 

Using Gorgias Live Chat, they provide real-time customer support, resolving queries when customer service reps are online. As an alternative, their customer service email channel serves as both a satisfaction tool and a means for personalized marketing, sending targeted offers. 

On social media platforms — like Facebook, Twitter, and Instagram — they respond to customer inquiries and engage the community with educational content about their single-origin olive oils. 

This multi-layered approach ensures that every interaction is not just a transaction but an opportunity to deepen the relationship. The outcome is higher customer satisfaction and increased brand loyalty, leading to repeat purchases and a more robust bottom line.

Omnichannel communication vs. multichannel communication

We’re in a platform renaissance: retailers now have many ways to connect with customers. 

However, not all channel strategies are created equal. Understanding the differences between omnichannel and multichannel approaches is critical to developing a communication plan that meets customer expectations. 

Data integration sets omnichannel apart

Both omnichannel and multichannel strategies use multiple channels for customer engagement. Omnichannel takes it a step further by integrating data across these platforms. This provides cohesive and personalized customer experiences, rather than fragmented interactions that are often the result of multichannel approaches.

Customer continuity is a hallmark of omnichannel

An omnichannel strategy focuses on offering a seamless customer experience across all touchpoints, whereas multichannel often treats each channel as an isolated silo. This can result in a disjointed and less satisfying journey for customers who hop from one channel to another, asking the same question to different customer service reps.

Instant communication and real-time interaction

Omnichannel doesn’t just collect data; it leverages real-time analytics. This level of insight can drive data-driven decision-making, which is generally absent in multichannel strategies. This makes multichannel less effective for optimizing customer engagement and marketing efforts.

More tech setup for better communication

To make an omnichannel strategy work, you need strong tech systems that bring together data and tasks from different channels. While this may cost more at first compared to simpler multichannel setups, the benefit is happier customers and smoother day-to-day running of your business.

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Different channels to focus on

In the retail landscape, multiple channels connect your brand and your customers. To harness the full power of an omnichannel strategy, you need to focus on integrating different types of customer service and specific channels that offer different advantages for customer engagement. 

Selecting the right mix of channels allows you to meet your customers where they are and offer them a consistent and seamless brand experience. Keep in mind that different communication channels have different customer expectations. According to data collected by Gorgias from over 12,000 ecommerce brands, here are the average response times for different communication channels:

Email

• Below average: 1 day
• Average:12 - 24 hours
• Above average: Under 4 hours
• Stellar: Under 1 hour

Social media

• Below average: 1 day
• Average:12 - 24 hours
• Above average: Under 4 hours
• Stellar: Under 15 minutes

SMS

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

Live chat

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

With that in mind, here are some channels to consider including in your own omnichannel communications strategy:

Email

Email remains a powerful tool for businesses to speak to customers, allowing for targeted marketing campaigns tailored to specific customer segments. Personalized follow-up emails are also critical for nurturing long-term customer relationships and encouraging repeat purchases.

SMS

SMS is an increasingly effective channel for businesses, offering real-time customer engagement. Targeted SMS campaigns can reach specific customer groups with timely offers and updates, while personalized follow-up messages help sustain long-term relationships and promote repeat business.

Social media

Platforms like Facebook and Instagram facilitate immediate customer engagement and provide a wealth of data on customer preferences and behavior. This data can be integrated into your larger omnichannel strategy to refine marketing campaigns and product offerings.

Live chat

Live chat offers real-time, on-site customer support, which can drastically improve conversion rates. Resolving customer queries and concerns in real time removes barriers to purchase and enhances customer satisfaction.

Mobile app

A dedicated mobile app can be a hub for personalized promotions and a streamlined shopping experience. A well-designed app can significantly boost customer engagement, build loyalty, and even integrate with your in-store experiences.

In-store experience

Physical stores are not just about sales; they offer tactile and immediate experiences that are challenging to replicate online. They also provide opportunities for cross-promotion with online channels, making a thoughtful in-store experience a vital part of a cohesive omnichannel strategy.

Phone support

Even in the digital age, phone support retains its value. According to a report, 43% of consumers favor non-digital customer service methods, such as in-person consultations or phone calls. Many customers prefer the immediacy and personal touch of voice support, especially for resolving complex queries or deciding about high-ticket items.

The impact that an omnichannel strategy can have on your company

Implementing an omnichannel strategy has far-reaching implications for your business, affecting everything from customer engagement to your bottom line. Here, we delve into how this integrated approach can drive revenue, increase customer loyalty, and offer other pivotal advantages for your ecommerce business.

Boost brand awareness and reach

A solid omnichannel strategy amplifies brand awareness by offering unified messaging across all customer touchpoints, whether social media, email, or in-store interactions. 

This consistency strengthens brand recognition and facilitates customer engagement as they know what to expect from your brand. This multi-pronged strategy, leveraging both digital and traditional channels, ensures you’re where your customers are.

Parade, an undergarment brand committed to comfort and inclusivity, maintains a solid social media presence that includes customer support on platforms like Instagram and Facebook. Using Gorgias tools, Parade offers customers a seamless omnichannel communication experience.

Drive more revenue

Omnichannel communication isn’t just about convenience — it’s a revenue multiplier. Customers who feel understood and valued across all touchpoints are more likely to become repeat buyers. This is achieved by harnessing data for personalization and ensuring consistent, real-time communication. Here’s how:

• Personalized offers. Tailoring offers to individual customer behavior increases both engagement and spending. 
• Seamless interaction. Providing consistent and timely responses across channels boosts customer trust and satisfaction, further fueling revenue growth. 
• Real-time updates. Immediate inventory updates across platforms prevent stock-out situations, safeguarding potential sales. 

Increase customer loyalty and satisfaction

Earning customer loyalty is about creating brand advocates through consistently exceeding expectations. Exceeding expectations across all channels fosters a sense of reliability and trust in your brand. Here’s how:

• Brand credibility. By delivering a consistent and high-quality experience across all touchpoints, your brand becomes a trusted name that customers gravitate back to.
• Immediate support. Real-time support minimizes customer wait times and leads to higher satisfaction and positive reviews. 
• Enhanced loyalty programs. Managing loyalty programs with unified data allows tailored rewards based on individual customer behavior, increasing lifetime value. 

Bychari boosts brand trust through omnichannel communication

BYCHARI is a luxury jewelry brand established in 2012, known for its unique and modern handmade pieces designed for women who desire luxury while appreciating simplicity. The brand excels in omnichannel communication, offering a variety of customer touchpoints, including a contact form, live chat powered by Gorgias, calls, and emails. 

To empower customers 24/7, especially when live support is unavailable, BYCHARI also provides self-service options like comprehensive FAQs, and uses Gorgias Flows to automate tasks such as order tracking and management.

Optimize marketing efficiency

Centralized data and analytics make your marketing campaigns smarter and more efficient. When you understand your customers’ behaviors and preference across channels, your targeting becomes dynamic and your messaging more personalized. Here’s how:

• Clearer ROI tracking. Aggregating data from multiple channels into one dashboard sharpens your view of ROI, enabling quicker strategy adjustments. 
• Channel-specific insights. Detailed analytics help pinpoint which channels are driving customer conversion and engagement more effectively.  
• Efficient personalization. Using cross-channel data, both customer service and marketing teams can tailor their interactions, saving time while boosting customer engagement. 

Enhance customer data analysis

A holistic view of customer data from multiple touchpoints uncovers insights that can drive quick, informed decisions. This rich data not only refines marketing efforts but also helps product teams tailor their offerings. Here’s how: 

• Actionable insights. Integrated analytics convert behavioral patterns into actionable tactics for sales and marketing adjustments. 
• Improved customer segmentation. Comprehensive data allows for more precise customer categorization, enabling highly targeted campaigns. 
• Maximized impact. This granular level of data enhances the effectiveness of each customer interaction, contributing to long-term business success. 

How to create an omnichannel communication strategy

An omnichannel communication strategy can transform customer engagement and drive meaningful business results. This section will guide you through the essential steps for crafting a practical omnichannel approach that aligns with your retail goals.

1) Measure engagement across channels

Understanding your customer’s journey begins with measuring engagement across multiple channels. Use analytics tools to capture key metrics such as click-through rates and time spent on various pages, providing a quantitative foundation for your omnichannel communication strategy. By comparing these performance metrics, you gain insights into which channels are most effective in capturing and holding customer attention.

While these analytics can offer a comprehensive view of customer activity on marketing platforms, don’t overlook support channels. Platforms like Gorgias can measure engagement metrics within customer support, supplementing your overall data collection. Gorgias Support Performance serves as a control center for tracking key metrics such as ticket volume and agent activity, offering actionable insights to improve customer experience and measure engagement across various platforms.

Combining this support data with your broader analytics will provide a fuller understanding of customer engagement, equipping you to refine your omnichannel strategy.

2) Focus on brand voice and values in employee training

Employee training ensures that your omnichannel communication strategy reflects your brand’s voice and values. Developing a robust employee training program can instill these crucial elements in all customer-facing personnel, setting the stage for consistent brand representation. Real-life scenarios can serve as effective teaching tools, guiding employees on maintaining branding consistency during interactions, whether via email, social media, or SMS.

Given that companies evolve, your training materials must keep pace with any shifts in brand messaging or objectives. Regular updates to these resources can help your support team adapt to changes and continue to offer an aligned and cohesive customer experience across all touch points. 

Don’t miss our article on customer service training, which provides 15 valuable activities your team can try to improve customer interactions.

3) Centralize customer data

When creating an effective omnichannel communication strategy, the importance of centralizing customer data can’t be overstated. A CRM system aggregating customer information from various touch points into one database is invaluable. It brings together disparate data and provides an integrated view of customer interactions, helping your team make data-driven decisions.

To realize the full potential of this centralized approach, ensure your CRM seamlessly integrates with all communication channels your company uses, enabling real-time data updates. Data from customer support platforms like Gorgias can then be merged with the information in your CRM, enhancing the quality and depth of the customer profiles that drive your omnichannel strategy.

4) Foster interdepartmental collaboration

Effective omnichannel communication necessitates collaboration that extends beyond the confines of individual departments. One approach is to conduct regular cross-departmental meetings where teams can share and discuss customer data insights. This guarantees everyone is on the same page about customer behaviors and needs, contributing to a holistic customer engagement strategy.

All departments should be aligned to respond more cohesively to customer needs. Amanda Kwasniewicz, the VP of Customer Experience at Love Wellness, ensures that her team collaborates broadly by having an internal communication channel for discussing customer concerns. 

“We have a channel in Slack dedicated to customer feedback,” she says. “Dropping in feedback is part of the team’s daily and weekly responsibilities, which helps them get familiar with the content. It also allows our team to dissect them and collaborate on how we can improve.”

Establish a feedback loop, particularly with customer service, to continually share frequently encountered customer issues and trends. This feedback can catalyze improving products, services, and customer communication strategies.

5) Deliver personalized messages on customers’ channels of choice

Elevate your omnichannel strategy by tailoring your communications to the specific channels your customers prefer. Leveraging your centralized customer data, identify which channels—email, social media, or in-app notifications—are most effective for reaching your audience. Then, craft personalized messages that are not generic but informed by customer behavior and past interactions.

Continuously monitor how well personalized customer service resonates with your customers by tracking engagement metrics such as click-through and open rates. Equally important is collecting and analyzing customer feedback to understand the qualitative impact of your efforts. Based on these insights, make necessary adjustments to your messaging strategy, ensuring it remains aligned with customer preferences and behavior.

6) Harness automation to interact with customers 24/7

According to a report from Statista, 88% of consumers anticipate that brands will offer self-service support options. Automation is vital for maintaining a 24/7 connection with your customers. Implement chatbots on your website and social media channels to answer frequently asked questions immediately, enhancing user experience and satisfaction through proactive customer service. 

Employ customer experience automation tools like Gorgias Automate to configure automated Flows for common customer queries. Fable, a brand dedicated to elevating dining experiences with premium dinnerware, utilizes Automate to provide round-the-clock customer service. Their automated flows are designed to swiftly answer common customer queries, such as active discounts and return procedures, ensuring customers can always find the information they need.

Create an omnichannel customer experience with Gorgias

Despite the benefits of a unified approach to customer communication, a 2022 report found that only 12% of digital platforms are “highly integrated.” Gorgias can be your key partner in achieving an omnichannel communication strategy, offering core helpdesk capabilities designed to seamlessly integrate customer interactions across multiple channels. Gorgias ensures that you meet and exceed customer expectations while driving revenue.

Data enrichment for agents communicating with customers

Gorgias equips agents with enriched customer profiles, pooling data from different channels — including social media, voice, and SMS — to provide context during interactions. This feature allows for quicker, more accurate support, as agents don’t have to switch between each communication platform to gather customer history.

A centralized hub to manage customer interactions

Gorgias is a one-stop hub, consolidating communications from email, chat, social media, and more, enabling easier management and response. The centralized system facilitates proactive support, which can directly impact sales by addressing customer concerns before they abandon their shopping carts.

Tools to customize branding in different channels

Gorgias allows you to maintain consistent branding by customizing the look and feel of your customer support channels. This ensures that no matter the channel, customers always have a uniform omnichannel experience that reinforces brand identity and trust.

Cupcakes and Cashmere, founded by Emily Schuman in 2017, has gained a devoted following for its curated jewelry, loungewear, and home goods. To extend this trust and cohesiveness into customer support, the brand uses Gorgias, its chat widget color-matched to the brand’s palette, ensuring a visually seamless and engaging user experience across its website.

Explore Gorgias for omnichannel communication solutions

If you’re focused on streamlining customer interactions across various channels, consider exploring what Gorgias offers. With features that centralize communication, enrich agent information, and ensure brand consistency, Gorgias aims to make the omnichannel communication strategy more manageable and effective for ecommerce retailers. 

Take a closer look to see how these capabilities could fit into your existing operations and customer engagement efforts. To learn more about Gorgias, book your demo today.

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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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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.

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.

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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.

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.

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

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

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

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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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.

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.

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.

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.

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.

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.

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.

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. 

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.

Your customer service is the lifeblood of your business. And, live chat is a central communication channel for your online shoppers. Live chat can make or break your business. When leveraged properly, Shopify live chat can have a tremendous positive impact on sales. You just need to make sure you’re not turning prospects away. 

This article covers a few points.

1. Why live chat is crucial for your online revenue
2. Shopify live chat support mistakes you need to avoid at all costs
3. Actionable advice to solve these common issues  

Now, learn why your growth depends on your live chat processes. 

Why is using live chat on your Shopify store important?

If you don’t yet have live chat or you haven’t experienced the potential of optimizing your communication processes on this channel, you may wonder what the big deal is. Yeah, your customers want to talk to you at all hours, but is it really that important? 

Let’s look at a few facts about live chat so you can think about it.   

• 38% of online consumers are more likely to make a purchase if a retailer offers live chat support (Crazy Egg). 
• Site visitors who engage with your live chat are worth 4.5X more than those who do not (ICMI). 
• Live chat has the highest satisfaction level of any other customer support communication channel at 92% (Inc). 

Now, here’s what might happen if you leave your shoppers dissatisfied. 

• It can take 12 satisfying customer experiences to make up for a single dissatisfying one (Invesp).
• 95% of customers tell others about their poor experiences with a brand and 87% share positive experiences (Customer Thermometer). 

Are you convinced? If so, it’s time to make sure you get it right. Avoid these live chat mistakes and ensure that you’re getting the most out of one of the most powerful communication channels for online stores. 

Avoid these live chat mistakes on your Shopify store

Now it’s time to get into the nitty-gritty. Here are the mistakes you need to avoid when implementing live chat on your Shopify store. And, below each problem is a simple and actionable fix. 

1. No automation  

When you don’t implement automation, you’re forced to have multiple support agents online at all times or miss the point of live chat altogether. Your customers prefer this communication channel because they want the convenience of self-service. And, without some level of automation, customers might as well send an email because it will take just as long to receive a response. 

The quick fix: Learn your chat platform’s macros or automation processes

Live chat platforms are designed to enhance the workload of your support team. So, naturally, the brand you work with will have a knowledge base with detailed instructions about platform use. Make sure your support agents learn how to implement macros or automations.

2. Too much automation

Before you get too excited and try to automate your entire live chat workflow, stop and think for a moment. It is possible to fully-automate your live chat communications. However, with automation, you can’t always get the answers right. Irrelevant responses to customer queries can trigger immediate dissatisfaction.

The quick fix: Refer to the Pareto principle

In marketing, sales, writing, and even customer service, the Pareto principle, better known as the 80/20 rule can come in handy. This principle states that 80% of the effects for many actions come from 20% of the effort. Spin this just a bit for an easy solution. 

Find out where most of your effort is being spent (maybe 20% of the customer support workload) and use live chat macros to answer the most common customer questions first. Then, the rest of your support agents’ work time to reply to the unique and personal queries (perhaps about 80% of the customer support workload).   

See Also: Love Your Melon Has Automated 25% of Shopify Support Tickets

3. Excessive wait times

While it may not always be possible, especially from the perspective of a brand, up to 79% of consumers want immediate responses and expect answers within 10 minutes. If you’re making your shoppers wait longer than this, you may be losing sales.

One of the biggest benefits of live chat for customer support is its speed .You need to find a solution to accelerate your responses.  

The quick fix: Enlist assistance from other departments

Much of the time, excessive wait times are due to the fact that customer support staff must reach out to external departments and wait for answers before replying to the customer. Try what Nomad did to decrease first-response time by 78% and implement an all-hands support strategy. 

Require each department to directly respond to a number of tickets every day. And, there’s no need to go overboard -- just a few tickets a day from sales, marketing, and/or product teams can have a dramatic positive impact on response and resolution times. 

4. Ineffective language use

Do your agents sound like robots? Are your chat communications overly-formal? If so, you run the risk of turning people away. Consumers appreciate AI, but if they can have better conversations with Siri or Alexa that they do your customer support team, your conversations could use some work. 

The quick fix: Parrot your customers 

Compile some data from your chat sessions and look for patterns. Do you see any recurring words or phrases in your customer communications? If so, add them to your macros and your agents’ vocabulary. When you speak the same language with shoppers, they’re more likely to trust you. 

5. Unskilled or untrained support agents

Customer service agents never get as much credit as they deserve. Without a small army of satisfaction soldiers, you will lose the eCommerce war. So, the work needs to be taken seriously. If you hire low-skilled agents who can’t answer your shoppers’ questions, you will end up with low-quality support operations. Eventually, this mistake can kill your business. 

The quick fix: hire and train well 

Unfortunately, for this problem, there isn’t a “quick” fix. However, if you put in significant energy in the beginning, you may be able to kick up your heels later. Onboard well. 

Fist of all, learn the core skills that your support agents need like active listening and product knowledge. Then, hire like you know what you’re doing. Make sure to ask the right interview questions. And, when onboarding, create stellar customer service training materials. The resources you invest when you bring on new agents will pay for themselves fast. 

6. Emoji overload

Once in a while, if you throw an emoji out there in a live chat conversation with a customer, it can be fun. Emojis can help adjust the mood and keep a message lighthearted. Forbes says that emojis can be worth 1,000 words. But, don’t go overboard. Too many smiley faces and penguins will come across annoying and unprofessional. 

The quick fix: Just stop 🛑 

If it seems like your agents may be on emoji overdrive, just ask them to stop. Remove the use of smileys and strong arms from your operations entirely. It’s better to have no emojis at all than to have too many. Now, if this hasn’t become a problem internally, then don’t worry about it. Skilled agents typically know what’s appropriate and what’s not. 

7. Extreme focus on quantity

In eCommerce and business in general, decision-makers spend end a lot of time looking at numbers. In customer service, you strive for the fastest first-response and resolution times. While this is best practice, don’t let quantity overshadow quality. Some teams become so focused on their numbers that they lose sight of their actual customer satisfaction. Don’t let this be your team. 

The quick fix: Audit your operations 

Instead of playing a numbers game and obsessing about the clock, focus on quality. Customer satisfaction should be the number one goal of every support team and every business, for that matter. Periodically, run an audit on your operations and make sure your satisfaction levels are balanced with your speed. 

8. No data collection

A few weeks ago, I called out to online store owners on Twitter to ask for their experience using live chat to increase sales. I wanted to level the playing field and reach beyond our internal data to find others who had the same experience. And, while each respondent knew that live chat had a positive impact on their Shopify sales, they couldn’t provide real numbers. Instead, they shared anecdotes and vague descriptions and stories. There are two key problems with no data collection for live chat. 

1. When you have no performance data and statistics, you can’t determine the exact areas where you need to improve your processes.
2. A lack of customer data leads to a decrease in customer satisfaction. 

90% of consumers value when an agent knows their account history and current activity within a company. 

The quick fix: Use a full-featured live chat plaform 

If your live chat platform is designed to collect data from your agents and your customers, you can get all of the information you need to collect helpful internal statistics.

Keep track of tickets created, replied, closed, messages, time to resolution. Sort your data by agent or event. Use real numbers from your internal processes to power your customer support strategy. 

With the right reporting system, you can inform your future decisions about hiring, automation, processes, and more. 

9. Missing optimal chat times

Do you know when your website traffic spends most of their time on your website? And, are you making certain that your agents are online during peak times? If not, you will naturally see low response and resolution times. Plus, the people who reach out when nobody is online may never return to your site. 

The quick fix: discover your peak times & make sure you’re staffed 

Use a tool like Google Analytics to generate hour of day and day of week reports. When you have determined the most active times for your website visitors, check to make sure you’re staffed during these times. And, if you see that there are active traffic times that you don’t have anyone available, make adjustments to your staff schedules. 

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10. Ignoring sales opportunities 

Customer support is an avenue for your team to keep shoppers happy. And, happy shoppers evolve into satisfied, long-term customers. But, you may be missing opportunities to upsell your website traffic on current promotions and increase sales even more.  

The quick fix: Share your current promotions with shoppers

When you’re running a promotion, contest, or sale, make sure your support agents are aware. At the beginning or end of every live chat conversation (you’ll have to test to see what works best for your audience), give customers a link to a page with the information or briefly tell them about the promotion. 

11. Disconnected processes

A major problem for many support agents that can kill satisfaction is processes that are disconnected. Your staff can be forced to open multiple tabs to keep a conversation going -- email, social media, live chat, web store. This can take up precious time and also give customers the feeling that your company doesn’t know who they are or what their status is. 

The quick fix: Make sure your live chat is integrated with Shopify and your other communication channels

Gorgias's live chat platform connects with your Shopify data so that you can streamline the resolution on orders, shipping, tracking, and return tickets. Furthermore, it integrates with your email, phone, and social media messaging platforms so that you have access to all customer data, no matter which channel they reach out on. 

Final thoughts

Now you know exactly what not to do and how to fix what you’re doing wrong with live chat on your Shopify store. Apply this advice today and watch your support team nurture more satisfaction with shoppers. If you need a Shopify full-featured live chat platform that provides the data you need to scale your customer support operations and the integrations that can streamline your operations, find out what we have to offer. 

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As ecommerce grew this year, we continued to work toward a decentralized vision of commerce — a model where merchants take back their customer relationships from colossal marketplaces and connect one-to-one with the people who buy their products.

Our merchants had a record-breaking number of these personal interactions in 2021 and that’s worth celebrating. So we’ve collected all the firsts, upgrades and proudest moments to share with you.

Since January 2021 feels like 10 years ago (and also 10 minutes ago, somehow), let’s take a walk down memory lane.

1. 8,000 brands with one thing in common
2. 75 million chances to improve customer experience
3. Our merchants met shoppers wherever they were
4. Assembling the ecommerce A-Team
5. Customer feedback drove our product roadmap
6. Gorgias grew alongside our merchants
7. Looking ahead to 2022

8,000 brands with one thing in common

This year, we helped 8,000 brands support over 290 million shoppers, bringing in customers like Bidabo, Biketart, Lillie's Q and Livinguard.

All together, our customers generated $1.1 billion from their customer support functions in 2021.

Those companies varied in size, from single entrepreneurs still proving their products to enterprise companies scaling beyond their wildest dreams. Differences aside, they united in prioritizing customer experience to grow their businesses.

Some industries came up again and again on our roster, including: 

• Fashion and apparel (like Marine Layer)
• Health and wellness (like Kettlebell Kings)
• Food and beverage (like Olipop)
• Cosmetics (like Ellana)

And because Gorgias powered growth across 110 industries, our customers’ customers were purchasing everything from medical supplies to maritime essentials.

75 million chances to improve customer experience

Every minute of 2021, Gorgias customers closed out an average of 179 tickets. In more relatable terms, they helped more than 10,000 shoppers in the time it took to watch a new episode of Shark Tank.

At the peak of support volume — the five-day period from Thanksgiving and Black Friday through Cyber Monday (BFCM) — our merchants answered 2.5 million tickets. Their support teams drove $25.6 million in sales during that time.

With tools made for that moment, they were able to stay on top of the ticket pile and turn the holiday rush into a gold rush.

The impact didn’t stop there. On average, our merchants received a 4/5 satisfaction rating from their customers in 2021. The 75 million tickets they answered reinforced their brands, one loyal customer at a time.

After all, when your team has a million fires to extinguish, the only flames in customer support should be the emoji reactions to your five-star ratings.

And that’s exactly what you’ll be chasing as your performance metrics approach those from our top quartile of merchants. The top-performing teams clocked first-response times under two hours and resolution times under 8 hours, on average.

Our merchants met shoppers wherever they were

As ecommerce becomes more decentralized, so do the channels that provide your customer feedback.

Still, it’s no surprise that email remains the most popular support channel, used by 92% of our brands. Together, they answered 64 million emails in 2021 (85% of all tickets). 

This next stat may be more of a revelation: 78% of our brands have brought Facebook, Instagram, and/or Twitter interactions into their Gorgias workspace. They answered 3.7 million comments across those three channels, with almost two-thirds coming from Facebook.

These social channels were used even more than our live chat, phone, and SMS integrations. And Gorgias helped merchants meet their customers in all of the above, without ever leaving their dashboard.

Assembling the ecommerce A-Team

2021 also saw the launch of our long-awaited Gorgias App Store. This hub features 75 apps to extend the power of our helpdesk and centralize the information support agents rely on. 

‍62% of our merchants are using at least one of our partner apps, and we’re exploring new partnerships all the time to continue streamlining the customer support process. 

This allows us, and all of our partners, to stay focused on being the absolute best at what we do.

Some of our merchants’ favorite integrations include: 

• Klaviyo: An email and SMS marketing automation platform
• Recharge: For subscriptions and recurring payments
• Attentive: A comprehensive text message marketing solution 
• Postscript: SMS marketing for growing ecommerce stores
• Yotpo: For customer reviews, loyalty, referrals, and more

So go ahead and close those 20 tabs out — you won’t need them where we’re headed.

Customer feedback drove our product roadmap

We released 91 features this year, 42 of which were led by your requests on our public roadmap. 

Our most requested features (that are all available today!) were: 

• Receiving and replying to Instagram DMs from within Gorgias
• Creating a Help Center, or FAQ hub, on your website
• Adding a self-service portal to your chat widget to handle order-status inquiries
• Receiving and replying to Twitter posts, mentions, and DMs from your helpdesk 
• Managing phone calls in Gorgias, with both new and existing phone numbers

The quick adoption of our 2021 social media updates made it clear these channels were critical to our merchants’ success this year. We expect that to continue into 2022. (TikTok, anyone? Give it an upvote here!) 

And while voice support didn’t see the same volume of requests as the social channels, we knew it was essential for certain brands. To better serve these merchants, we built a native phone integration that’s easily set up for new and existing numbers.

Merchants responded by taking more than 4,000 calls from shoppers this year. As a result, resolution times were up to 34% faster than others who left phone service out of their strategies.

And while we want to give our merchants a variety of tools to provide help, sometimes it's best to empower shoppers to help themselves. 

Our new Help Center feature provides FAQ hubs on merchant websites, to work toward this goal. The first 100 Help Centers that went live attracted over 100,000 views, answering inquiries before they could turn into tickets.

Another contribution is perhaps our most exciting release: Our Automate product allows for customization of self-service flows and deflects even more tickets to boost team efficiency. 

Hundreds of merchants used the add-on in 2021 to automate their tickets, increasing efficiency across their support teams.

Our self-service portal alone deflected up to another 33% of tickets specific to shoppers (like order status). This freed up agent time to provide a more personal touch to important conversations. 

Gorgias grew alongside our merchants

We tripled the size of our team in 2021 to continue building the best possible helpdesk for the specific needs of ecommerce brands. There are now 185 employees who work in 16 countries around the globe and speak 18 different languages.

That means there’s more Gorgians building out integrations, furthering the product roadmap, and contributing to our merchants’ success.

And our customers have let us know how much these improvements impacted their businesses. We currently hold top marks among the helpdesk categories on G2, Capterra and the Shopify app store.

Looking ahead to 2022 

2021 was a year to remember for the Gorgias team and our customers, but 2022 is shaping up to be even better. It might even be the year people learn to pronounce our name. (470 people asked how during this year’s demos; think “gorgeous.”) 

Fingers crossed.

Either way, we have some key new features on the roadmap and several surprises up our sleeves. We’ll continue building and optimizing channels so you can meet your customers where they are (including a much-requested Whatsapp integration). We’re also going to renew our focus on automation tools to increase efficiency across your team. 

Make sure you subscribe to our newsletter, below, to beam all of our updates directly to your inbox.

As for the rest of the ecommerce industry, we have high hopes for 2022 (and plenty of predictions). We’re expecting continued shift of support tickets to social channels, a bigger emphasis on self-service options and a sharper focus on app integrations across the ecommerce ecosystem. 

Until then, thanks for a great year!

‍By Ross Beyeler, Founder and CEO of Growth Spark

Often, a support team answers the same questions over and over…

Or issues returns repeatedly for reasons that could be addressed internally…

Maybe the sizing isn’t well represented, the fulfillment house has mixed up SKUs, or your product images aren’t clear or detailed enough.

If you can lighten the load for your customer support team, you can save significant time and costs, while at the same time improving the buying experience for your customers.

The goals here are to:

• Reduce repeat inquiries
• Shorten first response times
• Speed up problem resolution time
• Lower overall customer care costs

The key is to address your customers questions and issues before they ask your support team. Here's how you do that:

A Better FAQ Page

91% of shoppers would gladly try to answer their own questions first using an online knowledge base or FAQ page before reaching out to a customer service team, according to a survey by Coleman Parkes for Amdocs.

This means that your FAQ page is a huge opportunity to answer your customers’ most common questions and issues so they don’t need to reach out to customer support.

FAQ information typically falls into one of two distinct buckets: product-specific and buying process.

Product Specific: Common questions about individual products may be better off addressed on the product pages rather than in a broad FAQ page. You may need to provide clearer or more comprehensive product descriptions, or consider more or better photography to clear up common product questions.

Buying Process: Questions about shipping, returns, policies, and other operational topics are best addressed in a single easy-to-find page like an FAQ.

When is the last time you cross-checked the content of your FAQ page with the data from your customer support team?

There are many customer support tools like Gorgias that will make it easy for you to track the reasons behind why users submit a ticket.

Once you begin tracking the topic, or tag, of your questions, you can easily identify the questions that top the list, and permanently add the responses to the FAQ.

Bonus points: Prioritize the FAQ page based on the frequency of each customer service inquiry so that the most relevant answers are closer to the top.

Your next step is to set up a monthly meeting with your head of customer service to review the feedback coming in from your customers and ask yourself:

• What are the most frequent topics of support inquiries?
• What issues take up the majority of your support team’s time and resources?
• What issues are emerging or could emerge do to seasonality or new initiatives within our company?

Remember, an FAQ page is:

• Easy to find
• If shoppers can’t find it quickly and easily, they won’t use it and all your work answering all of their questions will go to waste. If you have an answer on your FAQ page, yet people are still inquiring, they might be having trouble finding the page.

• Searchable
• Include a search bar so that shoppers can easily find the answers for their specific problem without having to read through everything else.

• Easy to read
• Use simple, conversational language. Technical slang gives most of us a headache, and leaves most people reaching for the closest live human to explain it in terms they understand.

For more on FAQ pages, check out this Shopify article.

Now that you have your FAQ page squared away, be sure to track visitors to the page and note any changes in volume, and look for changes in your support ticket volume around those related questions.

Remember: You should never answer a support ticket only by referencing your FAQ page. Always include the information they are asking for directly within your response. After that, let the customer know that there is an FAQ page for more information, to avoid future tickets.

See Where Your Customers Get Tripped Up

Have you watched actual customers explore your online store to see where they stumble?

Customer behavior tools like Hotjar make it easy to review how customers navigate your website. One way that customer behavior analysis tools can help you understand exactly how your customers are using your site is with heat maps.

A heat map is a visual representation of the most popular (hot) and unpopular (cold) elements of a website page. They can give you an at-a-glance understanding of how people interact with individual website pages. Elements that get the most views and interaction are shown in red, so you can immediately spot what your users are clicking on. Those that most people tend to ignore appear in blue.

Once you know which parts of your website are most (and least) useful to shoppers, you can tweak those elements to make the on-site experience easier to use.

Customer behavior data can inform on-site improvements, such as:

• Identifying any “dead” pages so you can remove them
• Recognizing “deep” content that requires too many clicks for customers to reach, and making it more visible or accessible
• Ensuring that customers can easily see and access main links, buttons, and CTAs
• Making sure that important elements are getting the attention they deserve
• Checking whether any static elements are getting clicked too often, and adjusting them to clarify that they aren’t a linked object

It may require some A/B testing to ensure your changes deliver results.

Learn from Returns

According to a recent Shopify post, during the holiday season, Ecommerce returns surge to 30 percent (or as high as 50 percent for “expensive” products).

Return deliveries are estimated to exceed $550 billion by 2020 in the U.S. alone.

Many of those returns are probably associated with a customer support ticket - whether customers are asking questions about the product they received, or need help processing their return.

Anything you can do to reduce the number of returns - and the number of customer support requests associated with them - can mean a huge boost for your bottom line.

So, what causes returns?

Returns can often be traced back to a disconnect between customer expectations and the reality of the product once they receive it. It may be that:

• It doesn’t fit the way they expected
• It doesn’t look or feel like they thought it would
• Delivery came later than they expected (or not at all)

All of these problems (and more) can be prevented in advance with improvements to your website content.

Sizing Issues

While fit can be a difficult factor to get right online, including detailed dimensions is a big step in the right direction. Some apparel merchants are taking sizing one step further with interactive fit guides, like the one above Nudie Jeans, which uses an app integration called Virtusize:.

Appearance Issues

Poor quality or not enough product images can make it difficult for customers to accurately understand what your product will look like when it arrives at their home.

You can easily reduce your return rate by making sure your product photography is clear and high-quality, and illustrates all of the primary parts of each product. More complicated or detailed products can also benefit from a video or 360-view.

Detailed product descriptions can also help address confusion about product appearance and feel. Sol de Janeiro does this with a multi-tab product content area that defaults to a brief product highlight, with additional tabs to provide more details.

Fulfillment Issues

Are orders not being fulfilled to the right customers?

Are deliveries taking longer than they should?

Analyzing your fulfillment data and using that information to make adjustments to your website content - such as average delivery times - can help eliminate a source of customer support calls.

For example, maybe you want to be able to deliver every order within two days, but your current fulfillment resources simply can’t make that happen consistently. Being up-front and clear about realistic delivery times (like The Black Dog does in their Shipping FAQ page, above) will help set customers’ expectations appropriately.

Bonus: To get setup on two day shipping, consider our partners at ShipBob.

Final Thoughts

Continue to study your on-site data using Google Analytics or Shopify’s native analytics and look for high exit % pages. These may be pages where prospects or customers are running into a dead end and being forced to turn to support.

You can also create a goal in Google Analytics that corresponds to contacting support, then reverse the user path to determine which pages lead to them submitting a ticket / hitting that “contact” or “support” button.

Chances are, there are a few areas of “low hanging fruit” that can make significant improvements to your customer support load once you find them and address the root concerns. And with those small fixes, you could see a big impact on your bottom line, and a better on-site experience for your customers.

Read more about customer support on our trusted partner’s site, Growth Spark:

• Shopify Store Customer Services: Turning Setbacks Into Opportunities

Best Practices for Shopify E-Commerce Customer Service