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ChipBot Integration

ApproveThis manages your ChipBot Integration approvals.

April 17, 2025

Integration Category: Customer Support

Why These Tools Work Better Together

ChipBot organizes your company's knowledge while ApproveThis structures your decision-making. When connected through Zapier, they create closed-loop automation that keeps both your content and approvals aligned. Marketing teams get faster article approvals, support teams escalate customer issues systematically, and operations maintains compliance without manual follow-ups.

Consider a customer support manager needing legal review for sensitive chat responses. With this integration, they can automatically route high-risk messages through compliance officers via ApproveThis, then push approved replies back to ChipBot - all without leaving their existing tools.

Key Integration Benefits

For Content Teams

Marketing agencies using ChipBot for client knowledge bases can cut article approval times by 65%. When writers publish drafts, ApproveThis automatically routes them to client stakeholders through configured approval chains. The kicker? Clients approve directly via email without needing ChipBot logins.

For Customer Support

E-commerce companies handling 500+ daily chats use this integration to flag delivery complaints for manager review. Support agents trigger ApproveThis requests from ChipBot conversations, automatically escalating issues that meet predefined criteria (like "lost package" or "VIP customer").

For Operations

Healthcare providers leverage approval thresholds to auto-approve routine content updates while routing sensitive HIPAA-related changes to compliance teams. ApproveThis' calculated fields automatically determine which articles require legal review based on content markers in ChipBot.

Real-World Automation Scenarios

1. Content Governance Engine

When ChipBot detects a new article draft, ApproveThis initiates a parallel approval workflow:

  • Technical content routes to engineering leads
  • Marketing collateral requires brand team sign-off
  • Legal disclaimers escalate to compliance officers

A SaaS company reduced their documentation publish time from 14 days to 48 hours using this method, maintaining strict compliance with SOC 2 requirements.

2. Customer Complaint Resolution

High-value client messages in ChipBot trigger approval requests that:

  • Route to account managers based on deal size
  • Auto-approve standard responses under $500
  • Escalate to executives for enterprise clients

One fintech firm used this to handle 92% of support inquiries without human intervention, while still maintaining personal touchpoints for key accounts.

Technical Advantages You Can't Ignore

ApproveThis adds three critical layers to ChipBot's capabilities:

Conditional Routing: Articles mentioning "refund policy" automatically route to finance teams, while those containing "API" go to engineering leads. Approval paths adapt based on content analysis from ChipBot's knowledge base.

Approval Thresholds: Auto-approve routine content updates under predetermined risk levels. ChipBot articles with fewer than 10 regulatory keywords might bypass human review, while others trigger mandatory approvals.

Cross-Platform Visibility: Track content approval status alongside live chat metrics in unified dashboards. Customer support leads can see how approval bottlenecks impact response times across teams.

Implementation Made Simple

Setting up takes under 20 minutes:

  1. Create Zapier connections to both ApproveThis and ChipBot
  2. Map ChipBot triggers (new article, live chat message) to ApproveThis actions
  3. Configure approval rules and escalation paths in ApproveThis

Pro Tip: Use ApproveThis' calculated fields to auto-score ChipBot content based on word count, keyword density, or sentiment analysis - then route accordingly.

Critical Features for Specific Teams

Marketing Teams Need

Vacation delegation to prevent campaign delays. When your content strategist is OOO, ApproveThis automatically reassigns their ChipBot article approvals to backup reviewers without IT involvement.

Support Teams Leverage

Real-time tracking to monitor approval SLAs. Customer support managers get alerts when urgent chat approvals risk exceeding response time targets.

Operations Relies On

Approval groups for multi-department sign-offs. ChipBot knowledge base changes impacting both legal and engineering teams require sequential approvals from both groups.

Why This Integration Beats Manual Processes

A financial services company using both tools reduced compliance incidents by 40% last quarter. Their previous manual method involved:

1. Exporting ChipBot articles to PDF
2. Emailing compliance teams
3. Tracking spreadsheet responses
4. Manually updating knowledge bases

Now approvals happen in-system with full audit trails. Legal teams receive pre-formatted requests containing all relevant context from ChipBot, cutting review time per article from 3 hours to 25 minutes.

Getting Started

Start with two core Zaps:

Zap 1: ChipBot New Article → ApproveThis Create Request
Zap 2: ApproveThis Approved Request → ChipBot Update White Label User

These create a basic feedback loop for content governance. Once live, layer in additional automations like live chat escalations or approval-based notifications.

Remember: ApproveThis approvers don't need ChipBot licenses. Clients or external partners can review content through email approvals while your team maintains control in ChipBot.

The Bottom Line

Combining ChipBot's knowledge management with ApproveThis' structured approvals creates self-documenting processes. Every decision gets automatically recorded against the original content or chat, building institutional knowledge while maintaining agility.

Teams using both tools report:

- 68% faster content approval cycles
- 83% reduction in compliance violations
- 45% fewer escalations to senior staff

Ready to transform how your team manages knowledge and decisions? Book a demo to see real-world examples from companies in your industry, or start your free trial and connect to ChipBot in minutes.

🥳

Integrate with ChipBot 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 ChipBot

Suggested workflows (and their Zapier components) for ChipBot

Create approval requests for new articles

When a new article is created on ChipBot, create an approval request in ApproveThis to validate content before publication. This integration helps ensure quality and compliance by routing articles through designated approvers. *Note: Configure the request details in ApproveThis for your workflow.*

Zapier Components

ChipBot Logo

Trigger

New Article Created

Triggers when there's a new article created on the ChipBot Dashboard.

Action

Create Request

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

Update white label users for new approval requests

When a new approval request is received in ApproveThis, update the corresponding white label user status in ChipBot. This automation ensures your user records reflect the latest approval decisions, streamlining user management. *Note: Ensure matching user identifiers between systems for accurate updates.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

ChipBot Logo

Action

Update White Label User

Update the status of a user on your White Label account.

Create approval requests for new live chat messages

Upon receiving a live chat message in ChipBot, automatically create an approval request in ApproveThis to validate inquiries or escalate issues. This integration provides a centralized process for handling sensitive communications. *Note: Customize the approval criteria to match message content requirements.*

Zapier Components

ChipBot Logo

Trigger

Live Chat Message Received

Triggers when there's a new live chat message is received from a visitor.

Action

Create Request

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

Send live chat message for approved requests

When an approval process is completed in ApproveThis, send a live chat message via ChipBot to notify users of the decision. This automation ensures prompt and consistent communication following approvals. *Note: Adjust chat message templates to suit your approval outcomes.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

ChipBot Logo

Action

Send Live Chat Message

Send a new live chat message to a visitor.