Conversation Intelligence 🧠 🎙️ ✨

Conversation Intelligence helps your team learn from every customer conversation.

It records, transcribes, and analyzes calls or meetings to surface insights like talk ratios, objection patterns, and deal risks. Once enabled, Weflow automatically captures recordings from your connected meeting platform (e.g., Zoom, Google Meet) and attaches them to the relevant CRM record.

Weflow’s Conversation Intelligence uses AI to analyze your meetings — surfacing insights such as talk ratios, key topics, next steps, and potential deal risks. This helps sellers stay on top of follow-ups and gives managers visibility into how deals are progressing. Managers can review calls to identify coaching opportunities, while reps can use transcripts and highlights to follow up accurately.

Before a Call

What happens before a call?

Weflow’s meeting notetaker automatically joins meetings with external participants.
If the meeting was organized by an external user, the notetaker will join right on time.
If the meeting was organized internally, it will join 2 minutes before the call begins.
Nothing will be recorded unless the notetaker is admitted from the hallway into the meeting.
This gives you full visibility and control — so you always know what will (and won’t) be captured before a call starts.

Which calls are going to be recorded? 🎦

In Weflow’s Calendar view you can see whether a meeting is set to be recorded by checking the recording toggle next to each event. Once the meeting ends, recordings, summaries and transcripts are automatically synced to the corresponding Salesforce record.

During a call & Consent

What happens during a call?

For externally organized meetings, the notetaker will automatically join the meeting lobby shortly before the scheduled start time. For internally organized meetings, the notetaker will join 2 minutes early.
The meeting organizer will see the notetaker waiting and must admit it to the call.
If the notetaker is not admitted within 10 minutes, it will automatically leave the waiting room and no recording will be created.
If the notetaker is admitted by accident, it can simply be removed from the meeting, which will also stop the recording process.
Once admitted, the notetaker will just stay in the meeting until it ends.
You can remove it from the meeting if needed.

How does consent work for attendees?

When the notetaker joins, it will send a consent message in the meeting chat to inform participants that the call will be recorded.
The recording starts automatically unless one or more external participants choose to opt out.
If even a single external participant opts out, no recording will be created.
Start each call by asking if everyone is comfortable being recorded.
Explain that the recording helps capture accurate notes, next steps, and follow-up emails, and that you’ll share the summary afterward.
If participants agree, simply admit the bot. If not, do not admit the bot to ensure no recording takes place.

From call to insights: what happens next? 🎦

Recap Email

After each call, Weflow sends a recap email to internal meeting participants.
This email includes the AI-generated meeting summary, key discussion points, and a link to review the full recording and transcript — ensuring everyone stays aligned and up to date.
Click on “View Recording & Summary” to review the video and make use of the AI features.

Overview of the User Interface 🎦

Meeting Summaries

The Meeting Summary feature automatically generates concise, AI-driven recaps of your customer conversations. Summaries capture key discussion points, decisions, and next steps, all linked to the correct Salesforce record.

This helps teams stay aligned, follow up faster, and maintain a clear record of every interaction — without spending time writing notes.

Follow-Up Emails

Weflow also creates suggested follow-up emails based on your meeting content. Similar to summaries, these follow-ups can be customized to fit your needs.

Choose from different versions with various underlying prompts — for instance, one for new prospects, another for renewals, or one focused on confirming next steps.

Coaching

Weflow’s Coaching feature helps you to turn every call into a learning opportunity.

It provides visibility into rep performance through conversation insights — such as talk ratios, key topics, and objection handling — allowing managers to identify where reps excel and where they need support.

Transcript

Weflow’s Transcript provides a full, searchable record of every recorded call. It automatically syncs with the relevant CRM record, allowing reps and managers to review exact moments from a conversation, verify details, and extract key insights.

With timestamps and speaker labels, transcripts make it easy to revisit critical discussions and support coaching or follow-up actions.

Sharing

You can share a recording with your customer/prospect by clicking the “Share” button in the top. Sharing a recording will only share an “Executive Summary” of the meeting transcript. The customer or prospect will not be able to see the summary, coaching, tracker, email etc. features.

ℹ️ User Tip: The link will be valid for 30 days. You can renew it after 30 days if needed.