ApproveThis manages your BotGenuity Integration approvals.

When Approval Workflows Meet AI-Powered Chatbots

Businesses face two universal challenges: getting decisions made faster and keeping stakeholders engaged throughout the process. ApproveThis tackles the first by automating approval workflows across finance, operations, and client-facing teams. BotGenuity addresses the second with no-code AI chatbots that capture leads, answer questions, and automate communication. Together, they create a closed-loop system where approvals trigger actions and chatbots keep everyone informed – without manual oversight.

Why This Integration Changes the Game

Most teams using BotGenuity for lead generation hit a bottleneck when qualifying prospects requires human sign-off. Marketing waits for sales to vet leads. Sales delays outreach until legal approves terms. With ApproveThis integrated via Zapier, every chatbot interaction can automatically route decisions to the right people while maintaining 24/7 engagement.

Consider a property management company using BotGenuity to handle rental inquiries. When a prospective tenant submits income details via chat, ApproveThis instantly routes the application to underwriters. While they review, the bot sends automated status updates. No lead goes cold waiting for internal sign-offs.

Key Benefits Across Teams

Marketing Teams: Automatically escalate high-value leads from chatbot conversations to sales managers for immediate review. ApproveThis thresholds instantly flag leads meeting budget or demographic criteria.

Sales Teams: Get real-time approvals for custom quotes or discounts negotiated via chatbot. Deals close faster when bots handle initial discussions and ApproveThis handles internal sign-offs in parallel.

Operations Teams: Use chatbot-submitted vendor proposals or purchase requests to trigger multi-department approval chains in ApproveThis. Procurement stays aligned with budget holders without manual coordination.

Real-World Use Cases That Deliver ROI

1. Lead Qualification Without Lag

The Problem: Marketing chatbots capture leads 24/7, but sales teams can’t review them in real time. High-potential prospects slip through cracks during nights or weekends.

The Fix: Connect BotGenuity’s New Lead trigger to ApproveThis’ Create Request action via Zapier. Configure approval thresholds – any lead scoring above 80/100 pings sales managers immediately, others route to CRM for nurturing.

Who Benefits: B2C companies like auto dealerships. A chatbot helps website visitors calculate payments, then automatically escalates qualified buyers to finance managers for same-day approval.

2. Approval-Driven Chatbot Updates

The Problem: Approvals often require follow-up communication – contract updates, policy changes, or service confirmations. Teams waste time manually updating customers.

The Fix: When ApproveThis approves a request (like a refund or project scope change), trigger BotGenuity to message affected clients instantly. The bot shares new terms, next steps, or compliance documentation.

Who Benefits: Healthcare providers. After insurance pre-approvals via ApproveThis, bots message patients with coverage details and schedule treatments automatically.

Setup Made Simple (No Coding Required)

Using Zapier, connect BotGenuity and ApproveThis in three steps:

1. Choose Trigger: In Zapier, select either "New Lead" from BotGenuity or "New Request" from ApproveThis
2. Map Fields: Pull chatbot data (lead score, contact info) into ApproveThis requests, or approval details into bot messages
3. Test & Activate: Zapier validates the connection. Run a test lead or approval to confirm automated handoffs work

Critical pro tip: Use ApproveThis’ Calculated Fields to auto-compute values like deal size or compliance risk based on chatbot inputs. This routes requests correctly without manual triage.

Features That Make This Integration Unique

ApproveThis adds four capabilities most approval tools lack:

• Email Approvals: External partners (vendors, clients) can approve requests via email without needing BotGenuity logins
• Vacation Delegation: If a chatbot escalates to someone unavailable, ApproveThis auto-reassigns to backups, preventing delays
• Conditional Routing: Chatbot conversations that mention specific terms ("urgent", "enterprise plan") skip approval queues
• Real-Time Dashboards: Track how many chatbot leads get approved vs. rejected, with cycle time metrics to optimize bot scripts

Why Teams Choose This Combo Over Native Tools

BotGenuity’s strength is conversation design, not complex workflows. ApproveThis doesn’t try to be a chatbot. Together via Zapier, they cover the entire cycle:

Example: A logistics company’s chatbot helps clients schedule deliveries. If a requested date exceeds capacity, ApproveThis:

1. Routes the exception to warehouse managers
2. Uses Approval Thresholds to auto-approve requests under 10% over capacity
3. On approval, BotGenuity confirms the booking; on denial, it offers alternate dates

Getting Started: What To Do Next

For teams using BotGenuity (botgenuity.com), adding ApproveThis solves three chronic issues:

1. Bottlenecks: Chatbots move faster than human decision-making. Approvals keep pace.
2. Visibility: Stakeholders see approval statuses without asking colleagues.
3. Compliance: Audit trails prove critical decisions followed configured rules.

Start with a free ApproveThis trial to explore pre-built templates for common BotGenuity scenarios:

• Lead-to-approval workflows (marketing/sales handoffs)
• Contract or quote approvals (legal/finance reviews)
• Inventory or resource requests (operations prioritization)

Ready to Accelerate Decisions?

Every minute saved on approvals lets your chatbot engage more customers. Every automated update keeps clients loyal. See the power of ApproveThis and BotGenuity live – register for a demo or start your free trial today.