ApproveThis manages your InsertChat Integration approvals.

Why Bother Connecting These Two?

Let's cut through the noise: approval processes suck when you're using five different tools that don't talk to each other. ApproveThis handles the decision-making bureaucracy. InsertChat manages your AI chatbots and customer conversations. Connect them through Zapier, and you've got a system where approvals actually keep pace with your operations instead of slowing them down.

What This Combo Actually Fixes

Most companies using InsertChat hit the same wall - you build a slick new chatbot, then wait three days for legal/compliance/finance to approve it. Meanwhile, your customer support team's getting roasted because the "coming soon" chatbot isn't live. With ApproveThis baked into InsertChat's workflows via Zapier:

• Chatbot launches get approved in hours, not days
• Compliance teams see exactly what they're approving (no more guessing games)
• Sales gets notified in chat when deals are approved

Real Teams Using This Right Now

Customer Support Teams

Here's how it plays out: Your support lead creates a new chatbot in InsertChat to handle refund requests. The moment they hit "save," ApproveThis pings the finance manager via email. Finance approves directly from their inbox because they don't need an InsertChat license to review the request. Chatbot goes live 47 minutes later instead of next week.

Compliance Departments

Every new training module in InsertChat needs legal sign-off. Instead of emailing PDFs that get lost, ApproveThis attaches the actual training content to the approval request. Lawyers click through the material, reject it with comments if needed, and everyone sleeps better at night.

Sales Operations

When a sales rep finalizes a custom proposal in InsertChat's chat interface, ApproveThis automatically routes it to their director. Once approved, InsertChat pushes the finalized terms to the client's chat session. No more "let me check with my manager" delays during negotiations.

The Nuts and Bolts Setup

We're talking 15 minutes if you've used Zapier before. Create a Zap that triggers when specific events happen in InsertChat (new chatbot, training module, chat session). Map the relevant data to ApproveThis fields - chatbot script previews, training content excerpts, deal amounts. Set who needs to approve what, and whether it's sequential (legal then finance) or parallel (both at once). Done.

Pro tip: Use ApproveThis' calculated fields to auto-flag requests over $10k for extra scrutiny. Or set up vacation delegates so approvals don't stall when someone's OOO.

Why This Isn't Just Another Integration

Most approval tools make external collaborators jump through hoops. ApproveThis approvers only need email - no new logins, no InsertChat licenses required. This matters when you're dealing with:

• External clients approving project scope changes
• Contract lawyers reviewing chatbot scripts
• Execs who refuse to learn new software

Specific Use Cases That Don't Suck

1. Chatbot Launch Approvals

Marketing team builds a new lead gen chatbot in InsertChat. Instead of Slack-bombing the CMO, ApproveThis routes the chatbot script + proposed answers to stakeholders. Legal checks for compliance, marketing director approves the tone. Goes live same day.

2. Training Module Validations

HR uploads new compliance training in InsertChat. ApproveThis requires sign-off from both the HR director and department heads. Comments get logged directly in the approval thread, no more 12-email chains about wording changes.

3. High-Stakes Deal Signoffs

Sales negotiates a custom contract via InsertChat. When they hit predetermined terms (discounts over 15%, extended SLAs), ApproveThis forces VP approval. Once given, InsertChat automatically updates the client's chat with finalized terms.

The Quietly Powerful Features You'll Use

Beyond basic approvals, this combo handles:

Automatic Escalations: If InsertChat detects 5+ complaints about a chatbot response, ApproveThis can trigger an emergency re-approval workflow.

Approval Audits: Every chat session approval is logged with timestamps and comments. Useful for compliance reviews or just CYA moments.

Cross-Team Routing: Chatbot change requests from engineering go to DevOps. Marketing copy edits go to MarCom. All handled through conditional logic in ApproveThis.

Who Actually Benefits Here?

Mid-market companies (50-500 employees): You're big enough to need process, but small enough that manual approvals kill velocity. This scales without adding headcount.

Industries with compliance needs: Healthcare, finance, legal - anywhere approvals require documentation. The audit trail is built-in.

Teams using InsertChat for critical workflows: If your chatbots handle sales, support, or internal comms, uncontrolled changes risk real damage.

How to Not Screw This Up

- Do: Map InsertChat's custom fields to ApproveThis' calculated fields for auto-approvals under certain thresholds
- Don't: Let every chatbot edit trigger an approval - use InsertChat's version control for minor changes
- Do: Set up parallel approvals for multi-department signoffs
- Don't: Forget to configure vacation delegates - approvals rotting in an absent approver's inbox defeats the purpose

Getting Started

1. Create a Zapier account if you don't have one
2. Connect InsertChat and ApproveThis as Zapier apps
3. Pick your trigger (new chatbot, chat session, etc.)
4. Map key data points to ApproveThis fields
5. Set approval rules (who, sequence, thresholds)
6. Test with a low-risk workflow first

For teams handling over 50 approvals/month, use ApproveThis' approval thresholds to auto-approve routine requests. Saves everyone's time for the exceptions that actually need human eyes.

Bottom Line

InsertChat's AI chatbots shouldn't be held hostage by slow approvals. ApproveThis cuts the red tape without sacrificing control. Either you're manually herding approval cats through email, or you set up this integration and actually focus on work that matters.

Get started with ApproveThis (free for up to 100 approvals/month) or book a custom demo to see how it works with your InsertChat setup.