Processes & performance

Bring order to the work behind the inbox.

Bring customer-facing and back-office work into one clear process. We help manage order and account administration, operational handovers and reporting, alongside the helpdesk workflows your team relies on.

See a Gorgias setup take shape.Explore the process, then run a sample conversation.

Does this sound familiar?

01

Nobody trusts the contact-reason report.

02

Useful customer context gets lost between teams.

03

Every agent has a different way of handling the same issue.

What we can take on

Clear work.
Clear ownership.

  • Order processing and approved account administration
  • Helpdesk structure and workflow review
  • Contact reasons, fields and tagging architecture
  • Routing and escalation rules
  • Macros, tone-of-voice guidance and internal playbooks
  • Quality scorecards and reporting definitions
  • A practical handover for the people running the system

The exact deliverables, permissions and coverage are agreed in your proposal.

How we approach the work

Built for your
day-to-day reality.

01

Map the real work

Review a representative sample of tickets and identify why customers make contact, where work repeats and where responsibility becomes unclear.

02

Simplify the system

Define a manageable taxonomy, remove contradictory logic and document when an agent should use each field, macro and escalation.

03

Make it usable

Test the workflows against real scenarios, train your team and agree who owns future changes.

What we review together

Tagging accuracy, avoidable contacts, escalation quality and time spent on manual work.