ApproveThis manages your AIRe Link Integration approvals.

Two Tools, One Goal: Faster Decisions and Smarter Support

ApproveThis and AIRe Link solve different but complementary problems. ApproveThis eliminates bottlenecks in decision-making by automating approval chains, while AIRe Link reduces onsite service calls through visual remote support. When connected via Zapier, they create closed-loop processes where actions in one system automatically trigger workflows in the other. This isn’t just about saving time – it’s about creating audit trails for critical decisions made during support sessions and ensuring nothing falls through the cracks.

Why This Integration Matters for Modern Teams

Consider a field service company handling equipment repairs. Without automation, technicians might complete a video-assisted repair via AIRe Link, then manually email managers for part replacement approvals. With this integration, ending the support call could automatically generate an approval request with attached session notes. Approvers get context-rich requests in their existing tools, while operations teams maintain centralized records without manual data entry.

Key Technical Advantages

ApproveThis brings structured governance to AIRe Link’s real-time collaboration:

• Automatic request generation from call activity
• Session-based approval context with video/screen recordings

AIRe Link adds visibility to ApproveThis workflows:

• Live support sessions triggered by pending approvals
• Call analytics feeding into approval decision criteria

Three Real-World Automation Scenarios

1. Compliance-Critical Client Interactions

Healthcare providers using AIRe Link for telemedicine can automatically create approval requests when patients join calls. ApproveThis routes these to compliance officers, who verify consent forms and session permissions before consultations begin. The integration ensures no unauthorized sessions occur while letting clinicians focus on care delivery.

2. Post-Call Resource Allocation

An industrial equipment manufacturer using AIRe Link for remote diagnostics triggers approval requests when calls end. These requests include technician notes and part replacement recommendations, automatically routed to warehouse managers via ApproveThis. Approved orders ship same-day, cutting equipment downtime by 40% in pilot programs.

3. Approval-Driven Support Escalation

Software companies can create AIRe Link sessions directly from high-risk approval requests in ApproveThis. For example, a $50k+ contract amendment approval might automatically schedule a technical review call with legal and engineering teams. All stakeholders join sessions through calendar invites tied to the original approval thread.

Team-Specific Benefits

IT Teams: Enforce Governance Without Slowing Work

ApproveThis’ calculated fields let IT departments set rules like “Any remote session accessing billing systems requires CISO approval.” When AIRe Link detects regulated system access, ApproveThis automatically enforces escalation paths while maintaining session velocity.

Customer Support: Context-Rich Approvals

Support managers can approve warranty exceptions directly from approval emails containing AIRe Link session replays. No need to log into multiple systems – the full context lives in the approval thread, including timestamps of demonstrated issues during remote sessions.

Operations: Automated Audit Trails

Every AIRe Link session tied to an approval request automatically updates ApproveThis’ audit log with participant lists, duration metrics, and file transfers. Compliance teams get unified records for SOC 2 reporting without manual reconciliation.

Implementation Guide

Step 1: Connect both apps to Zapier using their native integrations
Step 2: Choose triggers from AIRe Link (call started/ended) or ApproveThis (request created)
Step 3: Map key data points: - AIRe Link session IDs to ApproveThis custom fields
- Approval thresholds to session types (e.g., executive approvals for boardroom device support)
Step 4: Set up ApproveThis delegation rules matching support team schedules
Step 5: Test with low-risk workflows before full deployment

Critical Configuration Notes

Enable ApproveThis’ email approvals for external clients who don’t have AIRe Link licenses. Use calculated fields to auto-approve repeat sessions below predefined risk scores. Configure AIRe Link’s session recording settings to retain evidence for approved requests.

Beyond Basic Automation

Advanced users combine both platforms’ features for predictive workflows: - Auto-approve sessions where AIRe Link’s diagnostics tools detect known issues
- Flag approvals requiring live sessions based on request complexity scores
- Use approval response times to optimize support team scheduling in AIRe Link

Getting Started

Companies using AIRe Link for visual support gain three core advantages from adding ApproveThis: 1. Regulatory Proof: Every critical decision tied to recorded sessions
2. External Collaboration: Clients approve requests without software access
3. Resource Optimization: Match approval authority to session risk levels

To implement these workflows:
1. Register for ApproveThis (free trial available)
2. Connect to AIRe Link in under 15 minutes using Zapier
3. Start with high-impact use cases like equipment purchases or compliance audits

Technical teams appreciate that ApproveThis doesn’t require approvers to learn AIRe Link. Support teams value keeping clients in email while maintaining full process visibility. Finance leaders gain real-time budget control through approval thresholds applied to session-based purchases.

Final Thoughts

This integration isn’t about replacing human judgment – it’s about ensuring experts can focus on decisions needing their input. By automatically handling routing, documentation, and follow-ups, ApproveThis and AIRe Link let technical teams solve problems faster while giving management confidence in compliance.

Ready to transform how your team handles critical approvals? Schedule a demo to see live examples tailored to your industry.