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Create and manage customer fields (Beta)

... to it. If you’ve reached the maximum number of customer fields, you can also use Archive to retire a field and make space for a new one. Go to Settings > Customer Fields Select the Archive button next to a field Select Archive to confirm To view ...

Instagram Direct Messages FAQs

... you've initiated (using IG directly), the customer needs to respond first so that your messages aren't perceived as Spam. How do I check if I've enabled Allow Access to Messages on Instagram? In Instagram Business Messenger, go to Settings ...

Create an Action to connect AI Agent to other apps

... AI Agent test environment. Select Create and Test to go to the test environment directly from the Action editor. The test environment is a controlled space where you can simulate real interactions with shoppers — including asking questions about orders or imitating Actions. When used in the test environment, Actions ...

Customize how AI Agent behaves

You can customize how AI Agent behaves so that it responds to shoppers in a way that's consistent and matches your brand’s way of working. Just a like how you would onboard a human agent, you can instruct AI Agent on: Tone of voice ...

Create and edit Ticket Fields

Ticket Fields are customizable properties that allow CX teams to collect and organize information about tickets. Agents fill in ticket fields before closing a ticket, so you can continuously collect data about your conversations with customers. Ticket Fields can be mandatory, requiring an agent to populate a field ...

Create Actions: use advanced options to build custom Actions for AI Agent

Note: to use this feature, you should have some familiarity with making HTTP requests to communicate with other applications. Otherwise, it is recommended that you ask a developer for help. You can use a visual workflow builder to create custom Actions for AI Agent that align with ...

Optimize AI Agent based on insights from your tickets

You can improve AI Agent’s performance and increase its ability to successfully automate tickets by reviewing the Optimize page. On the Optimize page, you can explore tickets grouped by intent (the reasons your customers contact you). For each intent, you can see AI Agent ...