1 of 39

<Brand’s> AI and Automation transformation

2 of 39

The Gorgias approach to efficient and effective CX

Empower customers to self-serve and leverage AI to deliver personalized responses based on your help center & policies.

TIer 1 Tickets: AUTOMATE

Human teams handle complex or escalated interactions �with assistance from help desk integrations.

Tier 2 Tickets: HELPDESK

With the freed up time, focus on retention strategy and high-LTV interactions.

RETENTION + REVENUE

Next Up Live Demo!

AI powered CX built for ecommerce

3 of 39

Automate helps reduce CX costs

FlowsUpgrade your website’s CX with self-service

AI AgentMeet your newest team member

— Resolve queries instantly with human-like conversations and Actions

— Easily train AI on your processes, knowledge, and brand voice

— Build Flows to answer FAQs, recommend products, and execute simple actions

— Let customers track and manage orders with Order Management

“The ability to automate routine inquiries has been a game-changer for us. We can now focus on delivering the personal connection our brand is known for while growing our business.”

Senior CX Manager,�Dr. Bronner’s

AI powered CX built for ecommerce

4 of 39

Grow with AI-powered CX!

5 of 39

AI Agent is an extension of your CX team

AI powered CX built for ecommerce

6 of 39

How AI Agent achieves high-quality responses

Knowledge Sources

Guidance

Help Center

Macros

Website

Controls

Handover Topics

Internal QA

Feedback

Brand Voice

1⃝

2⃝

7 of 39

AI Agent Actions

Manage returns and return status

Edit orders, fetch status, and more

Cancel and skip subscriptions

Manage marketing lists

Add or spend loyalty points

Manage loyalty point balance

Process returns and fetch status

Locate and

edit orders

Locate and cancel orders

Cancel and update orders

Edit

shipping address

Custom Actions

Actions with more tools frequently added

Resolutions, not just responses

AI powered CX built for ecommerce

8 of 39

Answers the ticket: AI Agent answers the shopper’s inquiry after a QA process

How does AI Agent work?

Understands the ticket and pulls the knowledge: AI Agent processes the ticket information, and understands where to pull the relevant knowledge from

Coach your AI: you can provide feedback to the AI Agent on whether or not this was a good or bad resolution and what can be done to improve in the future for similar tickets

Shares how it answered: AI Agent shares the reasoning behind the answer provided to the ticket through an internal note (i.e. information on the account, relevant article, etc.)

9 of 39

When does AI Agent send a reply to the shoppers’ inquiries?

The AI Agent’s inquiry went through the QA step

i.e. assess if the AI Agent’s message actually answers the inquiry and respects your instructions

The shopper uses a neutral or happy tone of voice

i.e. the shopper is not angry

The inquiry’s topic was not excluded by you

AI Agent has the knowledge to answer the inquiry

i.e. you provided the knowledge in Guidance, Help Center, website pages or your Shopify integration

10 of 39

First time response

50s

Resolution Time

1min

CSAT for AI Agent

4.5+

Improved CX with tangible results

AI powered CX built for ecommerce

Additional automation Rate

+30%

11 of 39

You're growing and you want to avoid extra hires

Number of Agents you don’t need to hire

Cost savings from agents reduced per month

COMMIT

LIKELY

BEST CASE

TICKET CLOSED

PRODUCTIVITY ↑

TICKET CLOSED

TICKET CLOSED

Business outcomes

XX

XX

XX

XX

XX

XX

12 of 39

You want to reduce your costs

Business outcomes

Number of agents reduced

Cost savings from agents reduced per month

COMMIT

LIKELY

BEST CASE

COST ↓

$

XX

XX

XX

XX

XX

XX

13 of 39

You want to reinvest your savings to drive revenue growth

Total Agent hours saved per month

COMMIT

LIKELY

BEST CASE

REVENUE ↑

Business outcomes

XX

XX

XX

Revenue generated from time saved per month

XX

XX

XX

14 of 39

Customer stories

15 of 39

26%+ of tickets resolved by AI Agent in 1 month

99.8% faster first response time vs. CX team average

Higher CSAT scores (4.67) vs. the team average (4.6)

99.4% faster resolution time vs. CX team average

16 of 39

20%+ Automation rate achieved in 2 weeks

99.3% faster first response time vs. CX team average

99.9% faster resolution time vs. CX team average

17 of 39

5X ROI with Automate

50%+ of interactions resolved by Automate

69% faster resolutions YoY (10h07 -> 3h10)

Team of 5 can handle BFCM (not 20, like in 2021)

65% faster responses YoY (20h -> 7h30)

18 of 39

Features deep-dive

19 of 39

20 of 39

Onboard: Settings

Get started with the basics

  • Update Shopify permissions
  • Connect your email address
  • Select Email Address for AI Agent to use
  • Create Email Signature

AI powered CX built for ecommerce

21 of 39

Onboard: Tone & Knowledge

Get started by setting up AI Agent for success

  • Choose Tone of Voice
  • Connect Help Center
  • Input URLs/Website Knowledge

AI powered CX built for ecommerce

22 of 39

Onboard: Handover topics & Tagging

Customize how tickets get resolved and how they are tagged

  • Handover
  • Ticket Tagging

AI powered CX built for ecommerce

23 of 39

24 of 39

Automate: Guidance

Apply Guidance to determine AI Agent’s behavior in specific scenarios

  • Use pre-built templates to answer:
    • WISMO?
    • Can I return/exchange or get a refund?
    • I want to cancel/edit my order
    • Why doesn’t my promo code work?
    • Can you help me setup/ cancel my account?

  • Create custom guidance

AI powered CX built for ecommerce

25 of 39

Automate: Actions

Choose Actions for AI Agent to perform and streamline your support

  • Cancel Order
  • Edit Order details like shipping address
  • Cancel Subscription
  • Skip next subscription
  • Refund Order
  • Send return shipping status
  • Send Return portal link
  • Custom Actions
  • More…

AI powered CX built for ecommerce

26 of 39

Automate: AI Agent in Chat

Activate this channel for AI Agent to automate interactions on your website

  • Human-like conversations
  • Crafts generative answers
  • Instant responses <15 seconds
  • Pre-Sales Support
  • Product Information & Recommendations

AI powered CX built for ecommerce

27 of 39

28 of 39

Observe: Test

Test out your AI Agent to see how it will reply in specific scenarios

  • QA New Customer Queries
  • QA Existing Customer Queries

AI powered CX built for ecommerce

29 of 39

Observe: Turn AI Agent on

Enable AI Agent to start communicating with shoppers via Email

  • Go to Settings Page
  • Toggle On AI Agent for email

AI powered CX built for ecommerce

30 of 39

Observe: Turn AI Agent on

Enable AI Agent to start communicating with shoppers via Chat

  • Go to Settings Page
  • Toggle On AI Agent for chat

AI powered CX built for ecommerce

31 of 39

Observe: Turn AI Agent on

Enable AI Agent to start communicating with shoppers who start conversations on Contact Form

  • Go to Channels Page
  • Select Contact Form
  • Toggle On AI Agent for Contact Form

AI powered CX built for ecommerce

32 of 39

Observe: AI Agent Views

Get the full picture of where and how your AI Agent tickets are organized

  • All: All tickets that AI Agent went through
  • Close: Tickets that AI Agent resolved/closed
  • Processing: Tickets that AI Agent is currently working on
  • Handover: All tickets that AI Agent handed over to human agents/support team
  • Snooze: Tickets where AI Agent is expecting a response or further clarification

AI powered CX built for ecommerce

33 of 39

Observe: AI Agent Performance

Evaluate AI Agent's performance by tracking KPIs & compare AI Agent's performance to the rest of the support team

  • % of Closed Tickets
  • CSAT
  • Messages Sent
  • FRT
  • RT
  • One-Touch Tickets

AI powered CX built for ecommerce

34 of 39

35 of 39

Coach: In-Ticket feedback

Improve your AI Agent performance by providing feedback & updating its knowledge

  • View of what information AI Agent used
  • Provide direct in-ticket feedback
  • Add new Guidance, Help Center Articles or Actions
  • Identify opportunities through Handover ticket views

AI powered CX built for ecommerce

36 of 39

Coach: In-Ticket feedback

Get the full picture of what and how your AI Agent is performing

  • Full transparency into each interaction
  • View of what information AI Agent used

AI powered CX built for ecommerce

37 of 39

How you’re going to

transform your CX

38 of 39

Shift team’s scope of work

Your team will be working on optimizing AI Agent set up, and use the freed up time to improve your CX and drive revenue, provide strategic insights to other teams

No extra hire for peak seasons

You do not need to hire anymore any additional support agent for peak seasons like BFCM or Father’s Day, or to compensate growth.

1⃝

2⃝

AI powered CX built for ecommerce

3⃝

Reduce headcounts

You might not need everyone from your externalized team anymore. This reduction translates into cost savings.

Improve CX to drive LTV

Reduce CX Costs

AI Agent is going to transform what your team works on

39 of 39

AI Agent is going to transform what your team works on

Provide strategic insights to other teams

Improve CX and drive revenue

Manage your Automate capabilities

“Now my team is not reactive, putting out fires. We are proactive, we create new relationships and drive sales for our brand.”

“I promoted my best agent as an Automate lead and incentivized him on automation rate. He achieved the 30% target and got promoted again.”

“Our leadership values a lot the level of insights we can bring to other teams as we hear constantly our customers.”

Alex, Head of Customer Experience, July

Alexandria, Sr Director of Operations, Princess Polly

Caela, Director of Customer Experience, Jaxxon

AI powered CX built for ecommerce