How to use Gorgias chat to gather return reason and generate RMA automatically

Table of Contents

• How to gather return reasons and generate RMAs in Gorgias chat
• The standard way: Using Gorgias' native tools
  • Step 1: Initiating the return request
  • Step 2: Gathering the return reason
  • Step 3: Generating the RMA
• Optimizing the standard workflow for high-volume support
  • Enhancing automation for repetitive tasks
  • Leveraging specialized integrations
  • Expanding availability
• Enhancing your setup: Using eesel AI
  • Quick integration with your existing tools
  • Customizable workflows for your team
  • Testing and validation
• A quick look at Gorgias pricing
• Streamlining your returns and RMA generation

Let's be honest, handling returns is a significant part of running any ecommerce brand. It requires careful attention to detail to keep your customers happy and coming back. Many successful online stores use Gorgias to centralize their customer communication, which is a great strategy. Gorgias provides a mature platform to manage the process of gathering return reasons and issuing RMAs (Return Merchandise Authorizations).

In this guide, we’ll walk you through how to use Gorgias chat to gather return reason and generate RMA automatically. We'll look at the standard way of doing things with Gorgias's native features and explore how complementary AI can make the whole process even more streamlined for your team and your customers.

How to gather return reasons and generate RMAs in Gorgias chat

Before we dive in, let's define the key components of this process.

Return Reason: This is the "why" behind the return. Whether it is a sizing issue or a damaged item, gathering this data is valuable for improving product descriptions and sizing charts.

RMA (Return Merchandise Authorization): This is the official approval for a return. It's a unique code that tells the customer their return is approved, and it helps your warehouse team identify the incoming shipment. This process can be further streamlined with an automated order processing system.

The ideal workflow allows a customer to enter their order info and return reason in chat and receive an RMA or shipping label promptly. To achieve this in Gorgias, you can leverage the chat widget, powerful Rules, and integrations with returns portals.

The standard way: Using Gorgias' native tools

Gorgias provides a comprehensive starting point for handling returns. Its semi-automated setup helps agents handle requests quickly while maintaining oversight. Let's walk through the typical process.

Step 1: Initiating the return request

It usually starts when a customer opens the Gorgias chat widget and mentions a return. You can use Gorgias Rules to detect keywords like "return" or "exchange."

When these keywords are identified, a rule can automatically tag the conversation and send a helpful Macro. This first message typically requests the order number and email to begin the process.

Step 2: Gathering the return reason

Once the customer provides their order details, your agent can move forward. Gorgias’s robust integrations with platforms like Shopify or BigCommerce allow agents to view order information directly in the sidebar.

The agent can then confirm the reason for the return. Using Macros ensures consistent communication, while agent involvement allows for a personalized touch and quality control.

Step 3: Generating the RMA

Gorgias serves as the primary interface for your support team, and you can easily connect it to dedicated returns management tools to generate RMAs.

Most brands integrate tools like Loop Returns, ReturnGO, or Happy Returns. These apps appear in the Gorgias sidebar, allowing agents to manage the return without leaving the helpdesk. The agent selects the items, generates the RMA, and the integrated app handles sending the label to the customer.

Optimizing the standard workflow for high-volume support

This workflow is highly effective for managing returns professionally. As a brand grows, you may look for ways to further optimize this setup. Here are some considerations for scaling your returns process.

Enhancing automation for repetitive tasks

In the standard workflow, an agent provides valuable oversight by reviewing tickets and interacting with the returns app. During peak seasons like Black Friday, teams can further enhance this by adding automation layers that handle repetitive tasks, freeing up agents for more complex inquiries. True customer support automation can further streamline these steps.

graph TD A[Customer Initiates Return] --> B{Keyword Detected?}; B -->|Yes| C[Auto-Reply Sent]; C --> D[Agent Reviews Ticket]; D --> E[Agent Confirms Return Reason]; E --> F[Agent Uses Integrated App]; F --> G[RMA Generated]; B -->|No| H[Agent Handles Request]; subgraph Support Oversight D; E; F; end style Support Oversight fill:#f9f9f9,stroke:#333,stroke-width:2px

Leveraging specialized integrations

Gorgias is built to be extensible, allowing you to connect various specialized apps. While this adds specific tools to your tech stack, it also ensures you are using the best-in-class solutions for each function. Gorgias acts as the reliable anchor that brings all these data points together.

Expanding availability

Agent-led processes are excellent for quality control during business hours. To provide 24/7 customer support with AI in 2026, many teams choose to complement Gorgias with automated tools that can handle simple return requests instantly, even over the weekend.

Enhancing your setup: Using eesel AI

To achieve even higher levels of automation, you can add a smart layer on top of your existing tools. eesel AI is designed to work within your Gorgias helpdesk and other systems. It acts as a complementary autonomous agent, helping you manage the returns process efficiently.

Quick integration with your existing tools

One of the advantages of eesel AI is its ease of use. You can connect it to your Gorgias account quickly, enhancing the platform you already trust. It’s designed to improve your existing setup without requiring a complete overhaul of your support operations.

Customizable workflows for your team

You can configure eesel AI's AI Agent to assist with chat conversations. It can learn from your existing help documentation to provide accurate information to customers.

The AI Agent can assist in collecting order numbers and return reasons. By setting up Custom Actions, you can allow the AI to interact with your returns platform (like Loop or ReturnLogic) via API to help generate RMAs and labels automatically. This ensures your customers get immediate service while your human agents focus on high-priority tickets.

Testing and validation

Ensuring a high-quality customer experience is a priority. eesel AI includes a simulation mode that allows you to test the AI's performance.

Before going live, you can run the AI against your past tickets in a test environment to see how it handles return requests. This provides the confidence to refine the logic and gradually introduce it into your live environment.

A quick look at Gorgias pricing

To plan your strategy, it is helpful to understand how Gorgias pricing works. Their tiered plans are designed to accommodate teams at every stage of growth.

Gorgias provides powerful AI features with flexible usage-based pricing to help you scale your automation. This allows you to pay for what you use as your brand grows.

Similarly, eesel AI's pricing model offers predictable interaction-based plans. By using both together, you can find a balance that fits your specific volume and automation goals in 2026.

Streamlining your returns and RMA generation

Gorgias is a leading platform for organizing and managing customer conversations. Its built-in tools and extensive marketplace provide a strong foundation for any returns process.

To achieve the highest level of efficiency where a customer can use Gorgias chat to gather return reason and generate RMA automatically, adding a complementary AI layer is a smart choice. This allows you to scale your support operations and provide the 24/7 service that modern customers appreciate.

eesel AI was built to complement the Gorgias ecosystem. It helps you build a seamless returns process that works alongside your existing Gorgias setup.

Ready to enhance your returns workflow? You can try eesel AI for free or book a demo to see how it integrates with Gorgias.