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How to Set Up AI Coaching Feedback on Calls

Weflow scores every recorded call against templates such as MEDDIC, MEDDPICC or Challenger. Where to find the feedback and how admins set it up.

AI-powered feedback for customer-facing teams can be a game-changer to save time and improve skills quickly. Make use of Weflow's pre-built library for hundreds of prompts or build your own templates with ease.

Key benefits

  • Pre-built templates that cover MEDDIC, MEDDPICC, Challenger & more.

  • Multiple templates can be used for each call.

  • Highly customizable.

Setup & management

Enable the feature via Admin Console → Conversation Intelligence → Coaching Templates. Admins can define pre-built templates and assign these templates to user profiles (i.e. Teams).

How to use it?

  1. After each meeting, you'll receive a summary email from Weflow.

  2. Click on the email to open Weflow.

  3. Within Weflow, you can then review the feedback in the 'Coaching' tab.

  4. The feedback is available as part of the 'Weflow Video Recording' object in Salesforce

The Coaching tab in Weflow:

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