Automation · Approval Workflows
Money and customer-facing actions wait for the right yes
Approval requests are a shared mechanism across KztOne: workflows, AI agents and staff all use it. Rules decide who approves; the record shows who decided and why.
- Included in
- Growth and above
- Status
- Available now
- Module
- Automation
- Trial
- Included in the 7-day trial
Rules by amount, category and role
Purchases above an amount, expenses in certain categories, discounts beyond a rep's limit, refunds, bulk campaigns and record deletions can each require approval from a role or a named person.
- Thresholds per kind of request
- Approver by role or person
- Escalation and expiry
Approve from anywhere
Requests arrive in-app, by email and by WhatsApp with the details and a decision button. Approving executes the pending action; rejecting records the reason.
- Decide from notification
- Decision note required on rejection
- Pending list on the dashboard
One system for humans and AI
An AI agent that wants to send a campaign or create a purchase order raises the same request a staff member would. Nothing consequential happens without a human decision.
- AI actions gated by approval
- Workflow steps that pause for approval
- Full history per request
What you get
- Control without bottlenecks
- Only what needs approval waits.
- Speed
- Approvers decide from their phone.
- Evidence
- Every decision has a name, a time and a note.
Questions
- Can I have multi-level approvals?
- Yes. A workflow can request approval from a manager, then from finance, each step pausing until decided.
- What happens if no one approves?
- Requests expire after the time you set and escalate to a backup approver or notify the requester.
- Is approval available on Starter?
- Approvals are on Growth and above. Starter can use tasks and notifications for manual sign-off.
- Which KztOne plan includes approval workflows?
- Approval Workflows is included in the Growth plan and above. Every new workspace gets a 7-day trial of the full platform, so you can try it before choosing a plan.
Related
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AI Agents (AI Workforce)
Deploy AI agents that follow up leads, answer support, chase invoices, watch stock and draft campaigns, each with its own tools, credit limits and approvals.
See it with your own data
Create a workspace, import your records and try every feature free for 7 days.