This guide aims to help you optimize the functionality of PerfectBot within the Gorgias widget. We'll provide you with the necessary steps to configure widget settings efficiently. Remember - PerfectBot can become fully operational only after correctly configuring your chat widget.
Set up business hours ⏲
As PerfectBot provides 24/7 customer support, it's essential to configure your business hours accordingly.
Go to 👉 Gorgias ➝ Settings ➝ Account ➝ Business hours
Important! After making any changes, click the blue "Save Changes" button at the bottom of the page. It's easy to miss!
✋ Important: Setting up your business hours for the AI bot to function correctly is crucial. If this setting is not configured, the bot will stay silent during your non-operational hours.
Set availability to “Always live” 👁🗨
Once your business hours are set to 24/7, switch the live chat availability to “Always live during business hours”. That’s right, your bot never sleeps!
Go to 👉 Gorgias ➝ Settings ➝ Channels ➝ Chat ➝ Store name ➝ Preferences
Important! After making any changes, click the blue "Save Changes" button at the bottom of the page. It's easy to miss!
Turn OFF the "Remove Send us a message button" setting
Hiding “Send us a message” means that customers must start with an automation button before they can send a message. We want to do the opposite - allow customers to ask questions freely because PerfectBot will be able to answer them.
Go to 👉 Gorgias ➝ Settings ➝ Channels ➝ Chat ➝ Store name ➝ Preferences
Important! After making any changes, click the blue "Save Changes" button at the bottom of the page. It's easy to miss!
Set up Email capture as an option 📧
Requiring customers to give their email before starting a chat can discourage them. Instead, we suggest making email capture optional, so customers can choose to provide their email if they prefer to be contacted that way.
Go to 👉 Gorgias ➝ Settings ➝ Channels ➝ Chat ➝ Store name➝ Preferences
Important! After making any changes, click the blue "Save Changes" button at the bottom of the page. It's easy to miss!
Disable redundant functions
Once your chatbot is ready to reply to your clients’ open-ended questions, it is time to disable some Gorgias functions, which would only complicate the UX, without adding value to the end user.
Auto-reply
Quick replies
Article recommendation
Disable Auto-reply 📴
Go to 👉 Gorgias ➝ Settings ➝ Channels ➝ Chat ➝ Store name➝ Preferences
Important! After making any changes, click the blue "Save Changes" button at the bottom of the page. It's easy to miss!
Disable Quick Replies 💬
Go to 👉 Gorgias ➝ Settings ➝ Channels ➝ Chat ➝ Store name ➝ Quick replies
Important! After making any changes, click the blue "Save Changes" button at the bottom of the page. It's easy to miss!
Disable redundant Flows 💭 and Article Recommendation 📖
Go to 👉 Gorgias ➝ Automate ➝ Channels
Important! After making any changes, click the blue "Save Changes" button at the bottom of the page. It's easy to miss!
✋ Important: The AI chatbot seamlessly cooperates with the order management feature, which gives a lot of added value to the user. We recommend leaving this function “ON”.
Turn off the ticket-assignment rule 🎫
The PerfectBot should take over all new, unassigned tickets - and act as a first line of contact. In the “Channels” section, remove [x] all the channels where the chatbot is active.
Go to 👉 Gorgias ➝ Settings ➝ Ticket assignment
Important! After making any changes, click the blue "Save Changes" button at the bottom of the page. It's easy to miss!
Give your chatbot a name 🤖
By default, your chatbot will be called "PerfectBot" - but you can change it to any name you choose.
Go to 👉 Gorgias ➝ Settings ➝ Users ➝ PerfectBot
Give your widget a customized look 🎨
Last, you should customize the Gorgias widget to match your webshop design. The Chat Appearance section allows you to set up matching widget colors, positions, chat titles, and welcome messages.
Go to 👉 Gorgias ➝ Settings ➝ Channels ➝ Chat ➝ Store name ➝ Appearance
All set up? The Gorgias chat widget is now the perfect place for your PerfectBot! 👏