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75 Results for "Automation rules"

CloudTalk

... , etc.) Call history with call recordings Comments and notes Gorgias tickets and conversations Additional activities from Gorgias and CloudTalk software Integration benefits Workflow Automation -> Auto-create tickets, sync call details, and trigger workflows so your team spends less time on admin and more ...

Retently

... send a survey after a Ticket is marked as 'Closed' in Gorgias, but you can set up one or more triggers for automation to fit your business goals. 1. Create a new campaign Go to the Campaigns page, choose a survey metric (NPS, CSAT ...

Connect your AI assistant to the Gorgias MCP

... the same chat. Beyond these, you can also reply to customers, post internal notes, update ticket status and priority, manage helpdesk rules, and configure support actions directly from your AI tool. A note on analytics: The Gorgias MCP is currently in beta, and ...

Statistics 101

Use the Statistics section to check on your team's productivity and efficiency, hone in on some inefficiencies, get a holistic view of what issues your support team is facing, and assess trends. By default, the date period will automatically be set to the last ...

Order statuses and possible shopper actions

This guide will cover all currently supported shipment statuses in our Order Management portal feature and actions accessible by shoppers depending on the presented status. Here's an example of where the shipment status will be visible on the portal interface: Shipment Statuses Gorgias integrates with various e ...

Customize how AI Agent hands over to your team

Who can use this feature?   Owner, Admin and Lead roles   All plans with AI Agent   Can be used with Shopify stores connected to Gorgias When AI Agent can't resolve a customer's inquiry, it hands the conversation over to your team. Handovers are a ...

Gorgias Analytics: Insights reports

You can use Gorgias’s Insights reports to analyze trends in your ticket fields, tags, macros, and intents. These reports give you visibility into which ticket field values and tags are used most often, how frequently agents rely on macros, and what customer intents ...

Let AI Agent autofill tags and ticket fields

AI ticket tagging saves time by having AI Agent automatically fill out ticket fields and add tags to the conversations it handles. By setting up automatic tagging, you make it easier to organize and label tickets, trigger automations, and analyze trends with accurate data and reporting. Requirements ...