Gorgias Phone Integration

Updated 5 days ago by Yohan Loyer

We're happy to let you know that we have our own native phone integration to offer!

Please note that this feature is only available on non-legacy plans.
Upgrading can be done easily by following these instructions.

How it works

The Gorgias Phone integration allows you to make and receive phone calls directly from your Gorgias dashboard.

Setup instructions

Feel free to follow this video guide with the instructions below to set up your Gorgias phone integration:

Installation

To install Phone in your Gorgias helpdesk:

  1. Navigate to Settings > Integrations > Phone
  2. Click Add phone number
  3. Find the location and area code that you would like to create a number in and click Add phone number.
    Please note that at this stage, you can only create US, Canadian, UK, France, and Australian phone numbers, however, more regions will be added soon.
  4. Once you've added a phone number, you will be taken to the settings page. Your new phone number can be found under Preferences -> Phone number, as shown below.

You now have a Gorgias Phone integration!

Setup and customization

You can customize the way the Gorgias Phone behaves including call recording, redirects outside business hours, and more.

To do this you'll need to make changes to your Preferences

  1. Click on your phone integration, this will take your Preferences menu
  2. Use the tick boxes to enable/disable:
    1. Inbound Call - Start recording automatically
    2. Inbound Call - Send calls to voicemail outside business hours
    3. Outbound Call - Start recording automatically
  3. Click Save changes

Call Recording
Please note that you are responsible for using the recording features in Gorgias in compliance with all applicable laws in your given area of residence. By enabling call recording, you are indicating that you have received end-user and agent consent before call recording began. You are also indicating that you will not be collecting payment information over the phone while the call recording feature is active.

The calls are automatically recorded based on the settings from (phone) integration. The user will have the UI button to start/pause the call recording for ongoing calls.

When call recording is initiated, the recording button should change to a red dot:

Managing Live Call Recordings

Customers may not use our call recording feature when any credit card, debit card, and other payment information is made available to any party during a call.
  • After 6 months, call recordings will be automatically deleted.
  • Once deleted, the Call ended event should show the following message:

Auto-created elements

Each time a new phone number is created in Gorgias a number of additional elements are automatically created in your account.

  • View: Phone - (xxx) xxx-xxxx
  • Rule: Routing rule - (xxx) xxx-xxxx
    If you wish to set up round-robin assignment within a team please follow these steps
  • Team: Phone team - (xxx) xxx-xxxx

By default, this team will include the user who created the phone number. Please remember to add any agents who will be handling phone calls to this team in order for calls to be successfully routed to them.

Team-based routing (round-robin assignment)
  1. Navigate to Settings > Ticket Assignment
  2. Ensure auto-assignment is enabled
  3. Ensure Phone is added as a channel for this setting

Please ensure Ticket Assignment is enabled and that Phone is added as a channel in the auto-assignment settings. These steps must be followed to successfully route calls.

Forwarding

If you have an existing phone number you wish to keep, you may wish to set up call forwarding.

This requires you to create a US/Canadian phone number in Gorgias and forward calls to this number. To set this up please contact your current service provider.

Please note that forwarding and/or international call charges may apply. Contact your provider for more information.

Please follow your providers' instructions on how to set up call forwarding correctly:

This list is not cumulative, so if your provider is not on this list please don't hesitate to search their documentation and settings as well.

For known limitations with forwarding, please refer to this guide here.

UK, Australian, and French numbers

You can create United KingdomAustralian, or French phone numbers.

UK/Australian numbers

To acquire a UK/Australian number please follow the instructions:

  1. Visit Settings → Integrations → Phone → Create a phone number.
  2. Then select your desired country, fill out your address information and click Add phone number.
France
  1. To request a French number, please submit an international phone number request.
  2. Once you have submitted the request, our team will manually purchase the number for you. Once done, you will receive an email notification confirming that the number has been acquired.
Numbers supported

For now, we support Local for Australia, Local/Mobile/National for the United Kingdom, and Local/Mobile numbers for France.

We will iteratively be adding other countries based on demand. If you are interested in creating a number for other countries, please submit it as feedback to our public roadmap.

Voicemail

Voicemail is a pre-determined message that will play when an agent is not available. This could be either when the number rings out, all agents are busy or if it's outside your business hours.

Please note that to enable callers to leave a voicemail the Allow caller to leave voicemail option must be selected. If this is not selected callers will hear the message but not be able to leave a voicemail.

To set up voicemail:

  1. Navigate to Settings > Integrations > Phone
  2. Click on your phone integration
  3. Select Voicemail from the menu bar

There are currently 2 options to set your voicemail greeting: uploading a recording or using text to speech.

To use a recording:

  1. Select Insert Voice Recording
  2. Click Select file
  3. Select your file from your device
    1. (optional) Select Allow caller to leave voicemail
  4. Click Save changes

or

To use text to speech:

  1. Select Text to Speech
  2. Type your greeting
    1. (optional) Select Allow caller to leave voicemail
  3. Click Save changes

Greeting Message

Greeting message is a pre-determined message that will play before making the connection to the agent. The message is going to be played only for inbound calls.

To set up greeting message:

  1. Navigate to Settings > Integrations > Phone
  2. Click on your phone integration
  3. Select Greeting Message from the menu bar

There are currently 2 options to set your voicemail greeting: uploading a recording or using text to speech.

To use a recording:

  1. Select Insert Voice Recording
  2. Click Select file
  3. Select your file from your device
  4. Click Save changes

or

To use text to speech:

  1. Select Text to Speech
  2. Type your greeting
  3. Click Save changes

Using Phone

Receiving calls

To receive calls in Gorgias, agents must be available. This means that their availability status must be toggled to on.

This is the interface you will see when receiving calls from a client as well as when you answer the call:

Unlike other channels, agents will be routed calls even if they have the maximum number of tickets assigned to them. The only time an agent who is available will not have a call routed to them is if they are already on another call.
Make sure that you have your microphone permission allowed in Google Chrome in order to accept the call. In case the permission is not allowed the call will be terminated upon clicking on the green "answer" icon.

Making outgoing calls

The easiest way to make a call is by clicking on the phone number on the customer profile:

  • Once you click on the phone, Gorgias starts an outbound call and redirect to a new phone ticket Outgoing call
  • This will automatically create a new ticket with the outbound call regardless of the current screen that the agent is on

Customer phone number can be accessed both via ticket and/or customer page

You can also call any number, it does not have to be linked to the customer profile.

Setting up an Interactive Voice Response (IVR)

The Gorgias IVR is a separate phone number, which provides the caller with a menu of customizable options to either forward the call to a specific phone number or play a message. Callers can respond to IVR menus by selecting the 0-9 keys on their phone's dial pad, which will trigger an action.

  1. The settings page for an IVR number includes a settings tab called IVR.

  1. In IVR settings page, you can add a greeting and then an IVR Menu message (text-to-speech/mp3).
  2. You can create up to 10 (0-9) responses, of which you can select one of the actions listed above via dropdown.

  1. Click on Save and then Save Changes to activate the IVR.

Please just keep in mind that IVR for Basic clients can not be set up this way due to the number of allowed phone integrations with this subscription plan. If you are on the Basic subscription plan, you can create an IVR phone integration only and then set up forwarding from there to external phone numbers of your choice.
If no option is selected or an invalid option is selected, then the IVR message will be replayed.

IVR for non-Gorgias numbers

If an IVR phone call does not get forwarded to a Gorgias number, it will need to create a ticket in the app.

  • If voicemail is left, then create a standard voicemail ticket
  • If message is played, then show the following events (on left = text-to-speech, on-right = audio recording)
    image.png

Number formatting

The phone number needs to be in the format +1 234-235-3455 in order for Gorgias to locate the ticket in the customer search. When entering phone numbers, please make sure to add the number in the following format, otherwise it will not be possible to make a call:

We match the number with the customer profile in Shopify, not the shipping section.
Phone call greeting message

You can now specify a greeting message which is going to be played. We're only going to play this outside of business hours.

In order to add or customise the greeting message please follow these steps:

  1. Go to SettingsIntegrations->Phone
  2. Select the phone integration you want to modify
  3. Click on the Greetings message tab
  4. You can choose between 3 options:
  • Insert Voice recording - select a file to upload
  • Text to Speech - type text to be converted
  • No greeting message
  1. Once you've chosen the option you want, click on Save changes and you're all set!

This feature is available only for inbound calls.
Forward incoming calls to agents' phone numbers

Using call forwarding, you can take Gorgias calls on any physical deviceincluding mobile phones or landlines.

  • Call forwarding works on an agent-by-agent basis. This means that each individual agent can add a specific number to forward calls to. When they are rung in the helpdesk, rather than calling them in the browser, the agent will receive the call on the number they added.
  • If the call is assigned to a team and an agent declines or misses the call on their mobile device, the call will continue to be forwarded to the next agent

Activating call forwarding

  1. Go to your profile page:
  1. In Forward calls to an external number section, please enable the toggle Enable call forwarding and specify the desired number, then press Save preferences.
  1. Now all calls for tickets where this agent is assigned are gonna be forwarded to this physical phone number, regardless if it was assigned manually or with auto-assignment.
The call will only be forwarded to a mobile device if the agent is available in Gorgias with a browser open to the helpdesk.
Call forwarding will only work for tickets assigned to teams. Auto-assignment needs to be set to "On" for phone tickets so that calls are being assigned across the team.
Managing tickets

Phone tickets do not have messages, they only have actions. Therefore, to order your views, please use `Ticket created` and `Ticket updated`.

Due to the nature of the phone integration, call tickets/channels are isolated differently from other channels.
Channels can be isolated via:
Views using the filter Tags > contains one of > (xxx) xxx-xxxx
Rules using the filter Ticket Tags > (xxx) xxx-xxxx or Ticket Channel > is Phone
You can merge phone tickets with any other tickets if the phone tickets do not contain any "unfinished" calls (ringing, answered, in progress etc.)

Additional features

Available now:

  • Create a local or toll-free phone number in Gorgias (USA, Canada)
  • Create a phone number in Gorgias for France, UK and Australia - see more here
  • Make and receive calls in Gorgias
  • Receive and listen to voicemails
  • Voicemail (customer recording and text to speech)
  • Automatically recognize Shopify customers
  • Round-robin incoming calls for agents within a team
  • Accept forwarded calls from Aircall
  • Record and listen to calls
  • Porting (Pro+)
  • IVR
  • Customer greetings
Please note that porting is only available on Pro plans and higher. If you would like to have a number ported, please submit your request using this form here and we'll be happy to take care of it!

Future releases

  • Call queueing
  • Custom voicemail for outside business hours
  • Multi-language Text-to-speech
  • Advanced phone statistics
  • SMS

Keep up to date with product releases in our public ProductBoard

FAQs

Phone integration FAQs can be found in this guide here.

Of course, our Support Team is also here to answer any questions that you may have about our native phone integration both via live chat and email at support@gorgias.com.


What do you think? Yay or Nay?