Ticketing & Approvals

Route, approve and resolve what needs a human

When a conversation needs a person, Onlo opens a ticket, routes it to the right operator, and gates sensitive actions behind the approvals you set.

Ticket #4827 · billingassigned
Refund · £80approval
Connects with the tools you use
Problem

Not every answer
should be automatic

Refunds, account changes and anything with money attached need a person in the loop. Without that gate, automation is a liability — and without a ticket behind it, the follow-up gets forgotten.

At the decision

Sensitive actions need a human

Refunds, cancellations and access changes carry real cost, and nobody wants those decided unsupervised.

Risk: unreviewed actions
After the reply

Follow-ups fall through

A conversation that needs a second step ends when the chat window closes, and nobody owns what happens next.

Risk: dropped promises
At review

No record of what happened

When something goes wrong, reconstructing who decided what, and on what basis, takes hours.

Risk: no audit trail
Solution

Automate the routine,
gate the rest

Onlo raises a ticket from any conversation, routes it to the right person, and holds sensitive actions behind an approval — with the full history attached to both.

Raises

Tickets from conversations

Any thread becomes a tracked ticket with the conversation, contact and channel attached.

Routes

To the right owner

Assigned by team, topic or rota, with due dates and status visible to everyone.

Gates

What needs a human

Refunds and account changes wait for approval. A rejection creates an assigned ticket.

Records

Every step taken

A complete, replayable log of what Onlo did, what a person approved, and when.

ApprovalsAssignmentDue datesInternal notesAudit logEscalation rulesSLA trackingSlack alerts
Why Onlo

Why teams run approvals in Onlo

Automation you can actually trust, because the expensive decisions still pass a person.

01

Nothing costly is unsupervised

Refunds and account changes wait for a human tick before anything happens.

02

Nothing gets forgotten

Every follow-up is a ticket with an owner, a due date and a status.

03

Everything is replayable

A full audit trail of what was done, by whom, and on what basis.

How it works

From conversation to closed

STEP 01

Decide what needs a tick

Set the actions that require approval — typically anything touching money, access or contracts.

STEP 02

Route by owner

Assign tickets by team, topic or rota, with due dates and escalation rules.

STEP 03

Approve or reject

Approvals arrive with full context. A rejection automatically creates a ticket for a person.

STEP 04

Review the trail

Replay any decision from a complete log of the conversation and the actions taken.

Use cases

What it controls

The decisions and follow-ups that need a person attached to them, tracked from raised to resolved.

01

Refunds and credits

Prepared automatically, held for approval, and processed only once a person has agreed.

02

Account and access changes

Permission, seat and plan changes gated behind the right owner.

03

Escalated complaints

Raised as tickets with the full history so whoever picks them up is not starting cold.

04

Multi-step follow-ups

Anything that cannot be closed in one reply gets an owner, a due date and a status.

05

Rejected approvals

Automatically become a ticket assigned to a person, rather than a dead end.

06

Audit and review

A replayable record of every action, for compliance, disputes and post-mortems.

Turn any conversation into a tracked ticket

Some questions need more than a quick reply. Spin a ticket off any conversation, assign it to the right person, and track it to done — so nothing slips through.

Learn more about ticketing →
Approval requiredPending
ActionIssue refund · £80
Conversation#4827 · Priya Sharma
Requested byOnlo AI
Sensitive actions are gated by your rules — a human approves before anything runs.
✓ ApproveReject

Auto-ticketing

Tickets open themselves from any conversation.

Assignment & routing

The right operator gets it, with full context.

Approvals & audit trail

Sensitive actions gated; every step logged.

FAQ

Questions, answered

What can be put behind an approval?

Any action you choose — typically refunds, credits, cancellations, plan changes and access permissions.

What happens if an approval is rejected?

Onlo creates a ticket assigned to a human, so the customer still gets an outcome rather than silence.

Can tickets be raised automatically?

Yes. Any conversation can spin off a ticket, with the thread, contact and channel attached.

Is there an audit trail?

Every step Onlo takes and every human decision is logged and replayable from the conversation.

Does it integrate with our tools?

Assignments and alerts can be pushed to Slack, and tickets carry through to the rest of your stack.

Keep control of what matters.