ApproveThis manages your BaroChat Integration approvals.

When Chatbots Meet Approval Workflows

BaroChat’s AI chatbots handle customer interactions 24/7, but some conversations demand human judgment. A customer requests a price match. A support query hints at legal liability. A sales lead qualifies for a custom discount. These moments require rapid decisions that impact revenue, compliance, and customer experience.

ApproveThis adds a decision-making layer to BaroChat’s automation through Zapier. When chatbots encounter high-stakes scenarios, they trigger approval workflows that route requests to the right people – without slowing down response times. Approvers act directly from email or mobile, maintaining BaroChat’s speed while adding oversight.

Why This Integration Works

BaroChat excels at parsing intent from unstructured conversations. ApproveThis adds structure to what happens next. Together, they enable three strategic advantages:

• Risk Control: Escalate sensitive issues (refund requests, contract changes) to managers before chatbots commit to terms
• Deal Velocity: Sales teams approve custom pricing during live chats instead of forcing follow-up emails
• Compliance Proof: Automatically document approvals for regulated industries like healthcare or finance

Unlike building custom approval logic into BaroChat, ApproveThis handles complex workflows: multi-level reviews, conditional routing, and audit trails. Approvers don’t need BaroChat logins – critical when working with external partners or executives.

Real-World Use Cases

E-Commerce: Dynamic Discount Authorization

A BaroChat widget offers 10% off to cart abandoners. When a customer negotiates for 15%, the chatbot triggers an ApproveThis workflow. The sales manager receives an email with order details and profit margins. One click approves the exception, updating the customer’s cart automatically.

Key Feature: Approval thresholds auto-approve discounts up to 12%, only escalating higher requests. Calculated fields show real-time margin impact.

Healthcare: Patient Data Access Requests

Patients use a BaroChat portal to request medical records. Chatbots trained on HIPAA guidelines flag requests needing provider review. ApproveThis routes these to the correct physician, who verifies identity via secure email approval. Approved requests trigger automatic record release through BaroChat.

Key Feature: Sequential approvals ensure both the attending doctor and privacy officer sign off when required.

Enterprise IT: Security Exception Handling

Employees ask BaroChat’s IT bot to install unsanctioned software. The chatbot initiates an ApproveThis request with a justification form. IT security reviews the submission, checking vendor risk scores. Denied requests trigger an automated BaroChat response explaining the policy. Approved exceptions update the endpoint management system.

Key Feature: Vacation delegation reroutes approvals if primary reviewers are unavailable, avoiding bottlenecks.

Technical Setup: 15-Minute Automation

Step 1: Create a Zapier account (free tier works). Connect BaroChat and ApproveThis as apps.

Step 2: Set the trigger: “Block Activated” in BaroChat. Choose the specific conversation block needing approvals (e.g., “Discount Requested”).

Step 3: Add ApproveThis as the action. Map BaroChat data (customer email, request details) to an approval template. Configure approvers and rules (consensus vs. sequential).

Step 4: Test live. Activate the BaroChat block to generate a test request. Approvers will receive emails – no app install required.

Pro Tip: Use ApproveThis’ calculated fields to add decision context. Example: Subtract the discounted price from average order value to show revenue impact.

Team-Specific Benefits

Customer Support Teams

BaroChat resolves routine tickets, while ApproveThis handles exceptions. A support agent might set escalation thresholds: if a customer mentions “legal action” three times in chat, route to legal via ApproveThis. Teams reduce handle time without risking unauthorized commitments.

Sales Operations

Chatbots qualify leads in real time, but discount approvals often delay deals. With ApproveThis, sales reps get instant approvals during chats. Example: A BaroChat conversation identifies a high-value lead. The rep triggers a 20% discount approval, which the director approves via email. The chatbot applies the discount immediately, closing the deal.

Compliance Officers

BaroChat logs all conversations, but ApproveThis adds an audit trail for decisions. When a chatbot interaction triggers a regulatory review (e.g., a patient data request), ApproveThis records who approved it, when, and why. Exportable reports simplify audits.

Beyond Basic Approvals

ApproveThis adds nuance to BaroChat’s automation:

Conditional Escalation: Route $1K+ discounts to regional directors, under $1K to local managers. Use BaroChat’s conversation data to set thresholds dynamically.

Parallel Reviews: When a BaroChat request impacts multiple departments (e.g., a custom contract), ApproveThis notifies legal and sales simultaneously. Both must approve, but neither waits on the other.

Auto-Approvals: For low-risk scenarios, ApproveThis can approve automatically. Example: BaroChat requests a standard NDA send-out. If no red flags exist, ApproveThis approves instantly, letting the chatbot proceed.

Common Pitfalls to Avoid

Don’t: Overuse approvals. If 90% of BaroChat requests get auto-approved, adjust thresholds. Approval fatigue causes delays.

Do: Sync BaroChat’s user roles with ApproveThis groups. Example: Map “Support Tier 2” in BaroChat to “Escalation Managers” in ApproveThis for accurate routing.

Don’t: Ignore delegation. Approvers take vacations. Use ApproveThis’ vacation settings to assign alternates, keeping BaroChat workflows moving.

Getting Started

ApproveThis offers a free trial with unlimited approvers (they don’t need licenses). Start with one high-impact BaroChat workflow:

1. Identify a conversation block where decisions cause delays (e.g., contract amendments).
2. Build an approval template in ApproveThis with relevant data points.
3. Connect via Zapier in under 15 minutes.

For complex use cases (multi-department sign-offs, dynamic pricing), schedule a demo to explore enterprise features.

Final Thoughts

BaroChat’s AI handles conversations; ApproveThis handles decisions. Together, they let organizations scale personalized interactions without sacrificing control. The result? Faster responses, fewer errors, and provable compliance – all powered by workflows that feel seamless to both customers and teams.

Ready to eliminate approval bottlenecks in your chatbot flows? Start your ApproveThis trial or explore BaroChat’s automation features.