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EyeLevel.ai Integration

ApproveThis manages your EyeLevel.ai Integration approvals.

April 17, 2025

Integration Category: Sales Crm

Two Platforms, One Competitive Advantage

When EyeLevel.ai's conversational AI meets ApproveThis's structured approval systems, businesses gain something rare: the ability to act quickly without sacrificing oversight. This integration isn't about replacing human judgment – it's about eliminating the delays that cost deals, frustrate customers, and create internal bottlenecks.

Why This Integration Works

EyeLevel.ai operates at the speed of chat. Whether handling sales inquiries, support tickets, or lead qualification, its chatbots make real-time decisions based on predefined rules. But what happens when a conversation requires human approval? Traditional methods break down:

  • Sales reps manually flag discount requests in Slack, losing deal momentum
  • Legal teams miss compliance-critical chatbot responses buried in email
  • Customer service supervisors become single points of failure for refund approvals

ApproveThis adds decision-making structure exactly where EyeLevel.ai's automation meets complex human workflows. Key technical synergies:

  • Approval thresholds automatically escalate high-value discounts or risky commitments
  • Dynamic routing ensures the right legal, financial, or managerial reviewer gets each request
  • Real-time audit trails prove compliance without manual documentation

Real-World Use Cases (Beyond the Obvious)

Marketing Teams: Guardrails for Promotional Agility

A retail company uses EyeLevel.ai chatbots to deliver personalized offers via QR codes in physical stores. Their Zapier integration triggers ApproveThis requests when:

- Discounts exceed 25% (requires regional manager approval)
- New promo terms reference limited inventory (legal review)
- VIP customers request out-of-stock items (manager override)

Result: 89% faster promo approvals during peak sales periods.

Customer Support: Escalation Without the Headache

A SaaS company handles tiered support through EyeLevel.ai chatbots. When a conversation meets these criteria, ApproveThis automatically routes requests:

- Technical issues affecting 50+ users (CTO alert)
- Refund demands over $500 (finance team review)
- Enterprise contract renewal discussions (sales lead assignment)

Approvers respond directly from email without needing EyeLevel.ai logins – critical for external partners.

Compliance Teams: Proactive Risk Management

A healthcare provider uses EyeLevel.ai for patient intake chatbots. ApproveThis integration ensures:

- Medication-related queries get pharma team review within 15 minutes
- Insurance verification responses are logged with timestamps
- HIPAA-sensitive data requests trigger legal hold workflows

Technical Setup Made Simple

Connecting EyeLevel.ai and ApproveThis via Zapier takes under 20 minutes:

  1. In Zapier, choose EyeLevel.ai's "Track Event" trigger
  2. Filter for specific chatbot interactions needing approval
  3. Map critical data (customer ID, request details, urgency level)
  4. Connect to ApproveThis's "Create Request" action
  5. Set escalation rules and approval paths based on your needs

Pro Tip: Use ApproveThis's calculated fields to auto-flag high-risk requests. Example: (Order Total) x (Discount %) > $500 triggers executive review.

Critical Features You'll Actually Use

From EyeLevel.ai

- Live chat handoff to SMS/Teams when approvals delay resolutions
- Conversation analytics to refine approval triggers over time
- Custom events that track approval impact on conversion rates

From ApproveThis

- Vacation routing keeps approvals moving 24/7
- Conditional thresholds adapt to seasonal business rules
- Email approvals with one-click responses for external partners

Department-Specific Benefits

Sales Teams

Close deals during chatbot negotiations by setting automated approval limits. Example: Chatbots can approve 10% discounts instantly, route 11-20% to sales managers, and flag higher discounts with deal context for VP review.

Customer Success

Reduce ticket resolution time from days to hours by embedding approval requests directly in chatbot escalation paths. Service reps see real-time approval statuses without switching platforms.

Finance Teams

Maintain spending control with auto-calculated approval thresholds. When chatbots process subscription upgrades, ApproveThis can:

- Auto-approve prorated charges under $1,000
- Flag annual contracts for CFO review
- Require dual approval for custom payment terms

Legal/Compliance

Review chatbot responses containing regulated terms before they're sent. ApproveThis's audit trails prove due diligence, while conditional routing ensures only relevant requests hit legal inboxes.

Why This Beats Manual Processes

A mid-sized eCommerce company reduced approval delays from 43 hours to 19 minutes by connecting EyeLevel.ai and ApproveThis. Their secret? Using Zapier to:

- Auto-populate approval requests with chatbot conversation history
- Apply dynamic approval rules based on customer lifetime value
- Notify customers via SMS when approvals are finalized

Getting Started

1. Register for ApproveThis (free 14-day trial)
2. Explore EyeLevel.ai's chatbot platform
3. Build your first integration in Zapier

For complex workflows: Book an ApproveThis demo to preconfigure templates matching your approval policies.

The Bottom Line

EyeLevel.ai handles the speed of modern customer interactions. ApproveThis ensures the right oversight happens without killing momentum. Together, they create approval workflows that feel invisible to customers but bulletproof to auditors.

🥳

Integrate with EyeLevel.ai Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for EyeLevel.ai

Suggested workflows (and their Zapier components) for EyeLevel.ai

Create approval requests for new chatbot events

When new events occur in EyeLevel.ai, this integration creates approval requests in ApproveThis to ensure critical chatbot events are reviewed and acted upon promptly. *Note: Customize event parameters and approval conditions to suit your specific workflow needs.*

Zapier Components

EyeLevel.ai Logo

Trigger

Track Event

Triggers when a new custom event occurs in EyeLevel chatbot.

Action

Create Request

Creates a new request, probably with input from previous steps.