ApproveThis manages your Conferbot Integration approvals.

Why Put a Chatbot and an Approval System in the Same Room?

Let’s cut to the chase: most approval processes suck. They’re the traffic jam between your team’s good ideas and actual results. Meanwhile, chatbots like Conferbot handle front-line conversations but hit a wall when someone needs to make a real decision. That’s where ApproveThis comes in – not with a megaphone, but with a straightforward way to turn “I’ll need approval for that” into “Done.”

Conferbot lets you build no-code chatbots for customer support, lead qualification, or internal FAQs. ApproveThis handles multi-layer approvals for everything from budget sign-offs to contract reviews. Connect them via Zapier, and you’ve just given your chatbot the authority to escalate decisions without losing momentum.

The Nuts and Bolts (Without the Jargon)

Here’s what happens when these two tools shake hands:

• Conferbot detects a need for human judgment: A customer asks for a 20% discount. A support ticket requires engineering review. A vendor submission needs compliance check.
• ApproveThis takes over: Routes the request to the right people, chases approvals, applies business rules, and logs every decision.

The magic? Approvers don’t need Conferbot logins. Customers don’t see your internal process. And you? You stop playing operator between systems.

Real Teams Doing Real Things

Customer Support Teams: Escalations That Don’t Die in a Black Hole

Scenario: Your Conferbot chatbot handles 80% of support questions. But when a client asks, “Can you waive our late fee?”, the bot’s canned response feels robotic.

The Fix: Build a Conferbot flow where “fee waiver request” triggers an ApproveThis workflow. Route to the account manager, then finance if over $500. Approvers get email links to approve/deny – no app login required. Decision sent back to Conferbot to notify the customer.

Why it matters: Customers get real resolutions in one chat. Support teams avoid manual tracking. Finance keeps control without micromanaging.

Sales Teams: Discount Approvals in < 5 Minutes

Scenario: Your chatbot qualifies leads, but enterprise deals need custom pricing. Every “Let me talk to my manager” moment risks losing the deal.

The Fix: When Conferbot detects “enterprise plan” interest, ApproveThis pings the sales director via SMS. If approved, Conferbot shares a custom quote. If denied, it offers alternative plans. All before the prospect loses interest.

Bonus points: Use ApproveThis’ calculated fields to auto-approve discounts under 10% or flag deals exceeding quarterly quotas.

Marketing Teams: Instant (But Controlled) Content Publishing

Scenario: Your chatbot collects user-generated content for campaigns, but legal needs to review every submission.

The Fix: Conferbot sends submissions to ApproveThis, where legal gets 24 hours to review. If no action, it escalates to the CMO. Approved content goes live automatically; rejected entries trigger a polite chatbot reply.

Secret weapon: Use ApproveThis’ vacation delegation so approvals never stall when someone’s OOO.

Setting This Up Without Losing Your Mind

If you can build a chatbot flow, you can connect ApproveThis. Here’s the 3-step version:

1. Create a Zap: Pick “Conferbot” as trigger (when a specific chatbot block activates)
2. Choose ApproveThis action: “Create Request” – map chatbot responses to approval fields
3. Add logic: Auto-approve small requests, escalate urgent ones, or require CFO sign-off for big numbers

Pro tip: Use ApproveThis’ conditional thresholds to auto-approve routine items. Your chatbot handles the 95% normal cases; humans only debate the exceptions.

The Quiet Benefits You Might Miss

Beyond faster approvals, this combo solves three headaches you’ve learned to tolerate:

1. Audit trails that don’t require forensic skills: Every ApproveThis decision logs who approved what, when, and why. Chatbot transcripts show the customer side. Together, they’re a compliance team’s dream.

2. External approvals without the password hell Clients or vendors can approve requests via email without another damn portal login. ApproveThis handles authentication via magic links; Conferbot keeps the conversation flowing.

3. Approval logic that adapts: Have a new CFO? Change approval rules in ApproveThis once – no need to redo chatbot flows.

When to Use This Combo (And When Not To)

This isn’t a “throw it at every problem” solution. It shines when:

• Decisions need human judgment but can’t afford delays
• You want customers/employees to trigger approvals via chat
• Approvers are external or rarely use your core apps

Skip it if: You need real-time negotiation (use a contract tool) or have single-layer approvals (Conferbot’s basic features might suffice).

Bottom Line: Approval Processes Shouldn’t Be a Chokehold

Combining ApproveThis with Conferbot turns clunky approval chains into something that feels... simple. Not “simple” like a toddler’s drawing, but simple like a well-designed tool that gets out of the way.

Your move: Register for ApproveThis, connect it to Conferbot via Zapier, and automate your first approval flow in under an hour. Or, if you prefer seeing the gears turn first, book a demo.

Either way, stop letting “I’ll get back to you” be your most frequent chatbot response.