In this article you will learn:
How the Rise.ai & Gorgias integration works
How to activate the integration in Rise
How to Activate the Integration in Gorgias
Please note that the integration is available only on the Enterprise plan. Feel free to reach out to us for more details about that.
* On Gorgias, the integration can be implemented from the Basic plan and above.
How the Rise.ai & Gorgias integration works
The Rise.ai & Gorgias integration allows merchants to issue store credit directly from support tickets within Gorgias. Merchants can select predefined credit values (e.g., $10, $20) to offer as a compensation.
How to Activate the Integration in Rise
Create a custom trigger in Rise with the following 4 variables:
Name | Type | Path |
Customer Email | customer_email | |
Ticket_ID | Text | Ticket_ID |
agent | Text | agent |
amount | Number | amount |
If you would like to include additional data in the trigger payload, you can refer to the full list of available variables from Gorgias (e.g., Ticket URL, Ticket subject, etc.).
To create a new workflow with a customer trigger, follow these instructions:
Enter the 'Workflows' tab, scroll to the bottom and click 'Create your own'
On the left side, under 'Custom Triggers', click 'Create your own' again:
Name the trigger with 'Gorgias Trigger 2.0' and add your desired description
Add the requested variable by clicking '+ Add variable':
In the 'HTTP body' section, click 'Copy', you'll need this later on.
2. Set up the actual Gorgias workflow
Click on 'Select Trigger' to select the Gorgias custom trigger you just created
Click on 'Add action' and select "Issue Store Credit."
Fill the 'Type' setting on the left with: Percentage of, 100%, amount.
Add note:
Issued by {{Agent}}
Ticket ID: {{Ticket_ID}}
Don't forget to click 'Save' and toggle the workflow on once ready.
How to Activate the Integration in Gorgias
1. Within your Gorgias dashboard, click on the Tickets dropdown menu > Settings > HTTP Integration.
Click on the Add HTTP Integration button.
In the Integration name field, enter Rise.ai Store Credit Data.
In the Description field, enter Display Store Credit Info for Customer.
Ensure all 4 events are selected in the Triggers section.
Insert the following URL:
https://application.rise-ai.com/v2/gift-cards/?customer_id={{ticket.customer.integrations.shopify.customer.id}}&shop_url={INSERT SHOP URL}
HTTP Method: GET
Response content type: application/json
In the Headers section
insert:
|
|
11. Click Save Changes.
2. Navigate back to the top left screen, choose Tickets in the dropdown menu > Inbox > Create Ticket.
Add ticket subject, choose recipient, choose any generic macro, make sure the ticket is not left Unassigned and click Send
Click on the cogwheel at the top left side of the screen
Scroll down to HTTP data - you will see a Rise.ai integration name box has been created.
Drag it onto the right-hand widget menu bar
Click on Save Changes
Click on “Add Button” in the Rise.ai Widget (on the right-hand side menu bar)
You will need to repeat these stages to create separate buttons for each store credit value (X=10, 20...)
3. Configure HTTP action
Insert “Issue $X Store Credit” in the Button title field. (Or Issue $20 Store Credit, Issue $30 Store Credit…)
Method: POST
Insert: URL of Rise Gorgias Trigger to send a request to trigger the workflow in Rise
Query Parameters:
Type Label Key Value
Text | amount | amount | X (insert numerical value) |
Text | customer_email | customer_email | {{ticket.customer.email}} |
Text | agent | agent | {{ticket.assignee_user.name}} |
Text | Ticket_ID | Ticket_ID | {{ticket.id}} |
Body (for $10 store credit)
{
"agent": "{{ticket.assignee_user.name}}",
"amount": 10,
"Ticket_ID": "{{ticket.id}}",
"customer_email": "{{ticket.customer.email}}"
}
Click “Save”.
Click “Save Changes” in the Rise.ai widget.
A button to “Issue $X Store Credit” will now appear in the widget.
Now if you return to the ticket you can click on Issue $10 Store Credit from the Rise Widget and the recipient will receive store credit from Rise.
To see the required process in action, you can also WATCH THIS VIDEO
Have more questions or any product feedback?
Feel free to contact us at [email protected] or in the chat box.