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Intro to Gorgias

Agent knowledge checklist

Gorgias 101

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Help Desk Migration

Zendesk migration 101

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Migrate from Zendesk

Helpdesk migration

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Business hours

Mobile app fact sheet

How many languages can Gorgias detect?

Your profile

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Transfer account ownership

Users 101

Add new users

Join and log in

Delete a user

User permissions

Single sign-on and 2FA

Clearing Cache & Cookies (Login Issues)

Accessing Incognito Mode

Users

Teams 101

Create a team

Delete a team

Add and remove user from a team

Auto-assign rule for teams

Teams

Users and teams

Customers 101

Customer notes

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Merge customer

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Edit a customer

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Customers

Email integrations

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Email domain verification - SPF & DKIM

Google Mail (Gmail)

Outlook (Microsoft 365)

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Help Center 101

Create a Help center

Help center templates

How to use Google Analytics with your Help Center

Help center font library

Advanced help center customization

Help Center article recommendations in Chat

How to set up help center tracking

How to set up an internal knowledge base

Create a help center contact form

Set up a custom domain for your Help Center

Import Help Center from Zendesk, HelpDocs, Re:amaze, and Intercom

Import articles from a CSV file

Set up contact methods in help center

Customize help center appearance

Customize help center preferences

Help Center Order Management Flows

Set up Chat

Live and offline mode

Visibility

Email capture

Basic chat customization

Advanced chat customization

Gorgias Chat - Quick Replies

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Gorgias Chat - Widget Size/Weight Information

Gorgias Chat - Offline Capture

Gorgias Chat FAQs

Gorgias Chat - Offline Capture Customization

Gorgias Chat - Automatic Online/Offline Status

Gorgias Chat - Video

Chat - Edit Copy & Translations

Gorgias Chat - Tone of Voice

Gorgias Chat - Campaigns

Gorgias Chat - Control Ticket Volume

Voice add-on 101

Set up voice (phone)

Porting existing number to Gorgias

Default View, Rule and Team

Set up greeting message

Set up voicemail

Set up IVR

Receiving inbound calls

Making outbound calls

Forward calls to Gorgias

Forward calls from Gorgias to agents

Phone policy

Call recording

Call routing (assignment)

Number format for voice

Phone tickets and events

SMS add-on 101

Set up SMS

A2P 10DLC Registration

SMS Policy

Standalone Contact Form

Satisfaction survey (CSAT) 101

Report on satisfaction survey CSAT results

Set up Satisfaction survey (CSAT)

Excluding tickets from receiving the Satisfaction survey (CSAT)

Satisfaction

Views 101

View sharing

Create a view

Edit/update a view

Reorder views

Delete a view

View filters and operators

Best practices for view setup

View templates

Sections 101

Create a section

Organize sections

Rename a section

Delete a section

Chat & messaging section

View Sections and View Sharing

Sections

Views and sections

Subscription plans

Billable tickets

Billing and usage page

Cancel an account

Invoices

Billing and usage

Tags 101

Set up tags

Manage tags

Default tags

Merge tags

Search for tags

Remove a tag from a ticket

Ticket fields 101

Set up ticket fields

Import dropdown values from a CSV file

Create advanced reports using ticket fields

Managed Ticket Fields

Contact Reason AI-Powered Suggestions

Ticket fields

Macros 101

Create a macro

Macro variables

Macro actions

Macro library

Manage macros

Organize macros

Import and export macros

Macro suggestions

My macro preferences

Create gift card in Shopify

Macros

Rules 101

Rule variables

Rule conditions

Rule actions

Rules glossary

Rules

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