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.

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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.

Steps

1. Flows
   1. Flows 101
   2. Create a new flow
      
2. Quick Responses
   1. Quick Responses 101
   2. Create a Quick Response
   3. Quick Response templates
      
3. Order Management
   1. Order Management 101
   2. Store compatibility
   3. Configure Track order option
   4. Configure Cancel option
   5. Configure Return flow using one of the following methods:
      1. Automated message (no Loop Returns integration
      2. existing Loop Returns integration
      3. new Loop Returns integration
         
4. Report Order Issue (Order Management)
   1. Report Order Issue 101
   2. Default scenarios
      
5. Article recommendations
   1. Article Recommendations 101
   2. Set up Article Recommendations
      
6. Autoresponders
   1. Autoresponders 101
   2. Configure auto-close spam emails Autoresponder
   3. Configure article recommendations Autoresponder
   4. Configure send tracking information email Autoresponder
   5. Configure return request emails Autoresponder

 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.

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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