Approval Agent
The Approval Agent presents requests and captures approval decisions by phone, clearing bottlenecks that stall operations. Its goal is to secure and document the approval decision, so pending items move forward in hours instead of days.
At a Glance
| Functions | 25 built-in capabilities |
| Direction | Outbound |
| Team | Finance, legal, operations leaders |
What It Does
- Calls the approver with decision context
- Summarizes what needs approval
- Captures yes, no, or conditional approval
- Documents the decision with timestamp and reasoning
- Escalates overdue approvals automatically
Before & After
| Without AI | With Hanc.AI |
|---|---|
| Approvals stuck in email inbox for days | Phone confirmation in hours |
| Manual follow-up on pending approvals | Automated escalation + reminders |
Key Benefits
Approval Bottlenecks Eliminated
Decisions that used to sit in email for days are captured by phone in hours, keeping projects and purchases on track.
Complete Decision Audit Trail
Every approval is documented with the decision, conditions, and timestamp, giving compliance teams a clean record.
Automated Escalation
Overdue approvals are automatically re-contacted and escalated, so nothing stays stuck without visibility.
How to Get Started
- Go to Templates and select Approval Agent
- Click Deploy Agent for instant setup, or Guided Setup to customize
- Fill in your approval workflows and escalation rules
- Test your agent with a phone call or the web demo
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Use Deploy Agent to get started in seconds. You can fill in your approval workflows and decision criteria later using the Setup Wizard.
Related Templates
- Controller — follows up on tasks and tracks progress
- Procurement Agent — checks supplier prices and terms before approval
- Internal Helpdesk — answers internal questions about approval policies