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Verified AI summary ◀▼

Approval requests let you ask other agents or end users to review and decide on specific ticket actions. You can create an approval request by selecting an approver, adding a subject, and providing necessary details. This feature helps streamline decision-making processes within tickets, ensuring that the right people have the authority to approve or deny requests.

Approvals are requests that agents make within tickets on behalf of other agents and end users. Agents send the requests to approvers, who are other agents or end users who have the authority to review the request information and make a decision.

Agents who created the approval request or are assigned to the ticket associated with an approval request can also respond to requests with comments within the approval request and withdraw the request.

To request an approval
  1. In Support, access a ticket.
  2. Click the Approval request icon () in the context panel.
  3. Click Create approval request.

  4. In the Approver menu, select a group of agents or an individual who will approve the request.
    Note:
    • The approver can't be the ticket requester.
    • All groups in your account appear in the list, but groups with more than 30 agents can't be selected as the approver.
  5. Enter a Subject.

    The value can be a maximum of 100 characters.

  6. Enter any relevant details the approver needs to make a decision in the Description field.

    Descriptions can be a maximum of 500 characters.

  7. Click Send approval request.
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