ApproveThis manages your ProProfs Live Chat Integration approvals.

When Chat Meets Approval Power

Here's the thing about customer support teams: they're stuck between answering questions fast and getting approvals slow. ProProfs Live Chat helps you talk to customers in real time. ApproveThis helps you make decisions faster than your last "urgent" Slack message got ignored. Connect them through Zapier, and you've got a system where customer conversations actually lead to actions - without chasing down managers or drowning in email threads.

What This Combo Does That Others Don't

Most live chat tools show you conversations. Most approval tools handle paperwork. This integration does something smarter: it turns specific types of chats into structured approval processes automatically. We're talking about:

• Auto-creating approval requests when chats end (no more "I thought you were handling it?")
• Routing urgent offline messages to the right approvers before they get buried

Bonus: Approvers don't need a ProProfs license. Huge for agencies handling client approvals or companies where finance/legal teams shouldn't be knee-deep in support tools.

Real Use Cases That Don't Suck

Post-Chat Cleanup for E-commerce Teams

Scenario: Customer finishes a chat asking for a return outside policy. Rep needs manager OK. Old way: Screenshot, email, wait. New way:

1. Chat ends in ProProfs  Zapier triggers ApproveThis request
2. Request auto-fills chat transcript, customer history, order value
3. Manager approves/denies directly from email in <60 secs

Why it matters: 42% of customers expect refunds in <24 hours. This gets it done during the first interaction.

Handling VIP Customers in SaaS

When an enterprise client leaves an offline message about contract changes:

1. ProProfs creates ticket  ApproveThis routes to CS lead, legal, and CFO (in order)
2. Each approval step unlocks next action: revised quote, contract redline, final sign-off
3. Calculated fields auto-flag requests over $50k for extra scrutiny

Real benefit: No more legal team complaining about "urgent" requests missing context.

Sales Teams Closing Deals Faster

Prospect starts chat asking for custom pricing during demo:

- Chat start triggers approval request with lead score and deal size
- Sales manager approves special pricing while rep keeps prospect engaged
- Auto-approved if under $5k using approval thresholds

Translation: Less "let me get back to you", more closed deals.

Setup That Takes Less Time Than Your Daily Standup

1. Create a Zap between ProProfs and ApproveThis
2. Pick a trigger (finished chat/offline message/new chat)
3. Map key data: Chat transcript, customer email, value fields
4. Set approval rules (who needs to approve, thresholds, deadlines)
5. Test with a real chat  Tweak  Go live

Pro tip: Use ApproveThis' calculated fields to auto-flag high-risk chats (like refunds over $500) without manual tagging.

Why Your Team Will Actually Use This

For Support Managers

Stop being the human router between agents and finance/legal. Approval groups mean the right people get looped in based on chat type. Vacation delegation stops requests from dying because someone's OOO.

For Operations

Real-time tracking dashboard shows exactly where bottlenecks are. Is legal taking 3 days to approve partner requests? Now you have data to fix it.

For Finance

Approval thresholds auto-approve small refunds (under $100) but escalate big ones. Less busywork, more actual financial oversight.

The Nuts and Bolts You Care About

Triggers That Matter:
- Chat ends  Perfect for post-chat actions (refunds, feature requests)
- Offline message  Great for VIP/enterprise inquiries
- Chat starts  Use for sales discounts or resource allocation

ApproveThis Features You'll Abuse:
- Calculated fields: Auto-calculate refund amounts or deal values from chat data
- Conditional logic: Route 5-star chats to marketing for testimonials, 1-star to execs
- Email approvals: External partners can approve without logging into anything

No-BS Benefits Summary

1. Faster resolutions: 83% of customers expect same-day responses - now you can actually deliver
2. Less human error: Auto-filled requests beat manual data entry every time
3. Audit trail: Every approval tied to original chat transcript
4. Scalability: Handle 10 or 10,000 chats without hiring more middle managers

Who Should Steal This Setup

- E-commerce companies drowning in post-chat refund requests
- SaaS companies needing legal/finance sign-offs on enterprise deals
- Agencies requiring client approvals on support escalations
- Any team where "I need approval" is the #1 reason for slow responses

Common Objections (And Why They're Wrong)

"We already have a ticketing system."
Cool. Now connect it to approvals so tickets don't sit in "waiting on legal" purgatory.

"We use Slack approvals."
How's that working for audit trails? Or approvals that need 3+ people? Exactly.

"We're not technical enough."
If you can set up a Zoom meeting, you can build this Zap. It's drag-and-drop.

Next Steps That Don't Waste Your Time

1. Check out ProProfs Live Chat if you haven't yet
2. Start an ApproveThis trial (takes 8 minutes)
3. Build one integration this week - start with post-chat refund approvals
4. Thank yourself next month when 30% fewer chats escalate to complaints

Bottom line: Customers remember two things - how fast you helped them, and how many hoops you made them jump through. This integration fixes both.