Setting up Automate FeaturesUpdated 5 days ago
To set up Automate, enable and configure each new feature. While the list of features is long, Automate is designed with quick set up in mind. Most features can be enabled immediately with little or no additional configuration required.
We provide 4 options for Automate setup
- Self setup using Gorgias Academy course
- Self setup using documentation
- Self setup using video tutorial
- Instructor-lead setup with an Automate specialist (Basic and Pro accounts only)
- CSM-lead setup with your dedicated CSM (Advanced and Enterprise accounts only)
Set up Automate using Gorgias Academy course
The Set up Gorgias Automate course walks through each feature and how to get setup in under an hour. It includes examples of how features appear to your customer and interactive guides.
Set up Automate using documentation
These help center articles explain how to set up/configure Automate features. Article include step-by-step instructions and a brief summary of each feature, alongside supporting information and templates.
- Quick Responses
- Order Management
- Report Order Issue (Order Management)
- Article recommendations
Set up Automate using video tutorial
The Setting up Automate video tutorial walks through each Automate feature and explains how to set up/configure them in under 15 minutes.
Click the chapters icon to skip between features.
Set up Automate with a Gorgias specialist
We have a team of automation experts available to guide you through setting up Automate in 30 minute 1:1 virtual call. While we do have team members located globally, these calls are on a first-come-first-served basis and availability is limited. We apologise if your ideal time is not available. Thank you for understanding.
Set up Automate with your dedicated CSM
In additional to being ecommerce experts, all of our CSMs are experienced in automation. Your CSM can walk you through how to set up Automate and tailor the configuration of new features to your brand.
Please reach out to your CSM directly to schedule a call. If you need further assistance contact support via chat or [email protected].
Last reviewed by Amy Elenius Fri, 1 Dec 23