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Approvals workflow Intercom Supportman Slack
NEW · APPROVALS

Approval requests, inbox to Slack and back.

Your agent needs a “yes” before they refund, comp, or bend a rule. The request lands in #intercom-approvals. You answer — approve, reject, and why — without opening Intercom. The decision, and its reason, stay on the record.

request in Intercom ↘

Supportman

Module:

Request type

Refund

Details

$50. Item arrived with damaged packaging
#intercom-approvals
SupportmanAPP2:14 PM

Approval request from Sara — Refund

⏳ Refund

Requested by:

Sara

Requested:

Today at 2:14 PM

Details:

$50. Item arrived with damaged packaging

↗ approve in Slack

— The pitch —

Every judgment call, approved in Slack — decision and reason, on the record.

See how it works →
— The problem —

The “shoulder-tap” doesn't scale.

When finance asks who approved the $500 credit — and why — can you pull up a record, or reconstruct it from a Slack DM?

Every exception sends agents out of Intercom — DM a manager, wait for a reply, switch back — with nothing written down when someone asks for proof.

The current state
01 — The ask
Direct message · @james
S
Sara2:14 PM

hey can I refund this? customer's been waiting 3 days

J
James4:51 PM

yeah sure go ahead

A DM. Two words, two and a half hours later.

02 — No record
Approval · Refund · $500
Approved by
Date approved
Reason
Written record

The decision lives in someone's head. Nothing is written down.

03 — Finance asks
Q3 credit audit
Amount$500.00
Approved byunknown
Reasonno record
⚠ Can't verify this credit.

Who approved the $500? Trail is cold. “Use your judgment” is the policy.

— How Approvals works —
01Intercom inbox
Supportman

Module:

Request type

Refund

Details

$50. Item arrived with damaged packaging

Agent asks from the inbox.

A Supportman action in Intercom opens a request — refund, credit, comp, discount, off-policy reply, exception.

02Slack · #intercom-approvals
#intercom-approvals
SupportmanAPP2:14 PM

Approval request from Sara — Refund

⏳ Refund

Requested by:

Sara

Requested:

Today at 2:14 PM

Details:

$50. Item arrived with damaged packaging

You decide in Slack.

The request posts to #intercom-approvals. Approve or reject, with a comment, right there.

03Back in Intercom
Supportman

Module:

Refund

✅ Approved · Today at 2:15 PM

RequestedToday at 2:14 PMApproverJamesCommentOne-time exception

$50. Item arrived with damaged packaging

The agent is unblocked — and it's on the record.

The decision flows back; the reason is kept.

A “yes” you can find later.

Every request, approver, decision, and comment, kept in the channel you already watch. When finance asks who approved the $500 credit, the answer is a scroll, not a conversation.

Weekly reports in Slack, CSV export, or custom report — you choose.

#intercom-approvals
SupportmanAPPMon 2:15 PM

Approved by James — Refund

ApprovedRefund

Decided by: JamesFrom: Sara

Reason: One-time exception.

SupportmanAPPMon 4:02 PM

Denied by James — Comp

DeniedComp

Decided by: JamesFrom: Raj

Reason: Outside policy window.

SupportmanAPPTue 10:18 AM

Approved by Maya — Discount

ApprovedDiscount

Decided by: MayaFrom: Leah

Reason: Escalation — approved.

SupportmanAPPTue 11:44 AM

Approved by Maya — Credit

ApprovedCredit

Decided by: MayaFrom: Billy

Reason: Goodwill for delay.

— Approval reports —

Export the record.

Every approval, rejection, and comment in a CSV — drop it into a spreadsheet, send it to finance, or keep it for compliance.

DateAgentTypeContextReviewerDecisionComment
Jun 2@saraRefundPlan downgrade, outside windowJamesApprovedOne-time exception.
Jun 2@rajCompMissed SLA — 3-day delayJamesRejectedOutside policy window.
Jun 3@leahDiscountRenewal negotiation, 20% askMayaApprovedEscalation — approved.
Jun 3@billyCreditService outage, 2 hrMayaApprovedGoodwill for delay.
Jun 4@saraExceptionOff-policy reply, enterprise acctJamesApprovedKey account, approved.
Jun 5@rajCompSecond request this monthJamesRejectedDuplicate — declined.
— What it covers —

One approval primitive, every judgment call.

Same request, same Slack channel, same record — whether it's $50 back or an off-policy exception.

Refunds

$50 — item arrived with damaged packaging

Credits

Goodwill for a 2-hour service outage

Comps

Missed SLA — 3-day delay on delivery

Discounts

Renewal negotiation, 20% ask

Special offers

One-time upgrade for a key account

Off-policy replies

Enterprise account needs a custom answer

One-off exceptions

Plan downgrade outside policy window

Escalations

Customer threatening churn — manager sign-off

Get started

Set up approvals in under two minutes.

  1. 01
  2. 02Pick the Slack channel your approvals should land in.
  3. 03Request from Intercom. Approve in Slack.
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