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Flows

11 articles

Flows 101

Main topic & features: Gorgias Flows, AI Agent. Answers: What are Flows, how to use automated Q&A for personalized support across channels (Chat, Help Center, Contact Form). Explains how to create multi-step conversation paths for various scenarios (e.g., product recommendations, policies, issue triage). Covers compatibility (Shopify, BigCommerce, Magento 2) and usage limits (steps, option answers, enabled Flows). Keywords: Flows, automated Q&A, multi-step, personalized guides, customer service automation, self-service, Shopify, BigCommerce, Magento 2, Chat, Help Center, Contact Form, product recommendations, return policies, shipping policies, warranty claims, how-to guides, order issues, triage.

Flow builder

Main topic and feature names: Gorgias Flow builder, tree-type layout, Navigation panel, Steps (action blocks), Save/Discard Buttons, Language option. Questions or problems answered: How to understand the Flow builder interface and its components. How to navigate large Flows, what "Steps" are, how to save new or existing Flows (including as drafts), how to discard changes, and how to translate Flows into multiple languages. Key concepts and keywords: Flow builder, tree layout, customer paths, navigation, steps, actions, save, discard, draft, language, translate, interface, components.

Create a Flow

Main topic/features: Gorgias Flows, Flow builder, Workflows, publishing, saving drafts, Channels. Answers: How to create new customer service Flows, publish them, save as drafts for editing, and enable them in specific communication channels (Chat, Help Center, Contact Form). Guides on defining Flow triggers, adding steps, using templates, and testing. Keywords: Flow, Flow builder, create, publish, save draft, enable, channels, trigger, steps, customer automation, workflow, chat, help center, contact form, template, test mode.

Flow steps (triggers, options, ends)

Main topic & feature names: Gorgias Flows: Steps, Options, Ends, Variables. Step types: Trigger, Options, End. Option types: Multiple choice, Collect text reply, Collect file upload, Automated answer, Order selection, HTTP request, Customer login, Conditions. End types: Create a ticket, Ask for feedback, End interaction. Variable types: Order variables. Questions/problems this article answers: How to build and customize automated customer interaction paths within Gorgias Flows. What are the functions of each Flow component (steps, options, ends) for effective self-service. How to choose appropriate interactive options and end states for specific customer support scenarios. Key concepts & keywords: Gorgias Flows, Flow builder, automation, customer support, interactive workflows, self-service, Trigger, Options, End, Multiple choice, Collect text, Collect file, Automated answer, Order selection, HTTP request, Customer login, Conditions, Create ticket, Ask for feedback, End interaction, Variables, Order status.

Analyze your Flows drop-off performance

Main Topic: Flow Analysis Feature Names: Flow, Flow Builder, Analysis mode, Performance by feature report, Analytics, AI Agent subscription, Automation rate Questions/Problems Addressed: How to evaluate Flow effectiveness? How to identify Flow drop-off points? How to see where tickets are created within a Flow? How to access Flow Analysis? How to interpret Flow performance data (overall, by step, by end point)? What are the requirements to use Flow Analysis? Key Concepts & Keywords: Automate, Automation, Flow performance, Drop-off, Tickets created, Automation rate, Analytics, AI Agent, Flow Builder, Metrics, Reporting, Customer experience, Optimization, Data interpretation.

Creating Flow variables using JSONPath

Main Topic/Features: Gorgias HTTP request Flow step, JSONPath, JSON data. Answers: How to create variables from third-party HTTP responses. Explains how to use JSONPath to extract specific data from JSON responses for use in subsequent Gorgias Flow steps. Includes examples for accessing simple and nested JSON data. Key Concepts/Keywords: Gorgias Flows, HTTP request, response, variables, JSONPath, JSON, data extraction, root ($), keys, nested data.

HTTP request step in Flows

Main Topic/Features: Gorgias HTTP request Flow steps, Workflows, Flows. Answers: How to integrate third-party applications and automate tasks in Gorgias using HTTP requests within Flows. Provides steps for creating, configuring (methods: GET, POST, PUT, DELETE, URL, body, headers), and testing HTTP requests. Explains success/error branching, leveraging variables from previous Flow steps, and accessing event logs for HTTP requests. Note: requires HTTP request familiarity or developer assistance. Keywords: HTTP request, Flows, Workflows, automation, integration, third-party apps, API, webhook, GET, POST, PUT, DELETE, endpoint, variables, JSONPath, event logs, Klaviyo, LoyaltyLion, Recharge.

Add email to Klaviyo via Flows

Main topic & features: Gorgias Flow for automated Klaviyo profile creation using an HTTP Request step. Key features: Trigger button, Collect text reply, Automated answer. Answers: How to automatically add customer name/email from a Gorgias Flow to Klaviyo. Provides step-by-step instructions for building a Flow to capture customer data, configure an HTTP POST request to Klaviyo's API, including API key, authorization headers, revision, JSON request body, and using Flow variables. Covers testing the request and publishing the Flow. Key concepts & keywords: Gorgias Flow, Klaviyo integration, automated profile creation, HTTP request, API, customer data capture, email subscription, newsletter, Trigger, Collect text reply, API key, JSON, POST method, variables, authorization, revision.

Show LoyaltyLion points balance via Flows

Main Topic/Features: Gorgias Flow, LoyaltyLion Integration, HTTP Request Step, Customer Login, Automated Answer, Variables. Answers: How to build a Flow to automatically show LoyaltyLion points to customers. How to configure an HTTP request step to fetch LoyaltyLion data via API. How to authenticate an API request (token, secret, base64 encoding). Key Concepts/Keywords: Gorgias, Flow, LoyaltyLion, HTTP request, API, loyalty points, customer support automation, self-service, authentication, token, secret, base64 encode, variables, customer login, automated response.

Manage Recharge subscription via Flows

Main topic/features: Gorgias Flows, HTTP request step, Recharge subscription management. Key features: Customer login, Collect text reply, Multiple choice, Automated answer, Create ticket. Answers: How to build a Gorgias Flow to enable customer self-service for Recharge subscriptions. Provides steps to use HTTP requests for customers to update their email, shipping address, or cancel subscriptions without agent assistance. Key concepts/keywords: Gorgias, Flows, Recharge, subscription management, customer self-service, API integration, HTTP request, automation, update email, update shipping address, cancel subscription, variables, API token.

Templates for one-step Flows

Main topic and feature names: Gorgias one-step Flows, Quick Response Flows, Flow templates. What questions or problems this article answers: How to provide rapid, automated answers to frequent customer questions. Offers customizable templates for shipping policy, order tracking, order cancellation/changes, returns (process, fees), restock frequency, discounts, loyalty programs, product sizing/details, and brand mission. Key concepts and keywords: Flows, Quick responses, Templates, Automation, Customer service, E-commerce, Shipping, Returns, Order management, Discounts, Rewards, Product information, Customization.