ApproveThis manages your Smith.ai Chat Integration approvals.

Why This Integration Isn't Just Another Zap

Let's cut through the noise: most software integrations are Band-Aids. This one's a tourniquet. Smith.ai Chat catches your leads and handles customer convos. ApproveThis makes decisions happen faster than your morning coffee kicks in. Together? They turn "I'll need to get approval" from a conversion killer into your secret weapon.

Mid-sized companies waste 23 hours/week chasing signatures (we made that stat up, but you know it's true). This combo attacks that problem where it starts - in the messy middle between your front-line teams and the people holding the rubber stamps.

Real-World Use Cases That Don't Suck

1. The "Hot Lead Triage" Play

Picture this: A $250k enterprise deal pops up in your Smith.ai chat at 8PM. Your rep needs pricing approval STAT. With our Zapier integration:

• Smith.ai detects "enterprise plan" keywords
• Auto-creates ApproveThis request with chat transcript
• VP Sales gets email + SMS alert

Who cares: Sales teams tired of leads going cold because accounting was at lunch. Bonus: ApproveThis thresholds auto-approve discounts under 15% so your reps don't bug execs for pocket change.

2. The "Compliance Firewall"

Healthcare company example: Patient requests sensitive records via chat. Smith.ai routes to ApproveThis. Legal team approves/denies right from Outlook. Approved? Chatbot automatically shares secure link. Denied? Custom script explains why without exposing internal policies.

Key feature: Approval groups mean the right people see the right requests. HR doesn't get spammed with IT approvals. Everybody wins.

3. The "Night Shift Special"

Your support team in Manila escalates a P1 issue. Smith.ai starts ApproveThis chain that:

• Pings US-based engineer via SMS
• Auto-approves if no response in 15 mins
• Logs everything in ServiceNow

Why it matters: Vacation delegation prevents approval black holes. Tech director on PTO? Requests automatically reroute to their second-in-command.

Setup That Doesn't Require an IT Degree

Connect ApproveThis + Smith.ai Chat in Zapier. Three steps even your non-techy sales ops person can handle:

1. In Zapier, choose Smith.ai's "New Chat" trigger
2. Filter for specific keywords/conditions (optional but smart)
3. Map chat data to ApproveThis request fields

Pro tip: Use ApproveThis' calculated fields to auto-flag high-priority chats. Example: If chat contains "urgent" + "downtime", route straight to CTO with 1-hour SLA.

Department-Specific Wins

Customer Support Teams

Escalate refund requests needing manager approval without leaving your chat interface. Approvers get all context - chat history, customer LTV, previous cases. No more "Who's this customer?" back-and-forth.

Procurement Squads

Vendor pitches via chat get auto-converted to purchase requests. Finance team approves with one click. Smith.ai bot then schedules contract signing. All without 17 forward-all emails.

Field Operations

Construction PMs in the field report safety issues via chat. Creates ApproveThis ticket that routes to safety officer + automatically logs in OSHA compliance tool. No paperwork, no delays.

The Nerd Stuff You Actually Care About

Approval thresholds are your new best friend. Set rules like:

"Auto-approve inventory purchases under $5k if supplier rating > 4.5 stars"

Translation: Your team handles routine stuff, you only see exceptions. Real-time dashboards show which chat-triggered approvals are stuck. Spoiler alert: Way fewer than before.

Common Objections We Shut Down Daily

"But our approvers hate new tools!" Cool, they can approve via email. Outlook, Gmail, whatever. Zero learning curve.

"We work with external partners!" Even better. ApproveThis doesn't require licenses for external approvers. Client needs to sign off on project scope? Add them to the workflow without buying another seat.

When Not to Use This Integration

If your approval process is "YOLO, just do it", maybe skip this. Also not great for:

• Decisions requiring 50+ approvers (we cap at 25 for sanity's sake)
• Super-secret NSA stuff (though we do have SOC 2 compliance)

Bottom Line for Busy People

Every minute your team spends chasing approvals is a minute not spent doing actual work. This integration turns chat conversations into trackable decisions without the meeting hell. Clients get faster answers. Your team keeps their sanity.

Book a 12-minute demo and we'll show you how to shave 8 hours off your approval cycles by next Tuesday. Or keep doing the email forward dance - your call.