Weflow

Conversation Intelligence Overview

Technical Setup

Weflow automatically detects your meeting language automatically.

Auto Language Detection

Weflow automatically summarizes meeting transcripts and saves the AI-generated meeting notes in Salesforce.

Summary Templates

Weflow automates CRM updates by capturing meeting data and suggesting updates based on your sales methodology.

Auto-Updates for Fields

Weflow auto-generates coaching feedback based on sales methodologies to help sales and customer teams improve future meetings.

Coaching

Weflow's AI writes customizable follow-up emails with templates for summaries, check-ins, proposals, and more.

Follow-Up Emails

Weflow captures calendar events and uses a recording bot for conversation intelligence

Requirements

Video Player

Weflow enables time-based and transcript-linked comments on recordings so teams can share insights, tag colleagues, and review calls efficiently.

Commenting on Weflow Recordings

Recording Health Metrics

Trim clips from recorded calls in the transcript, share them by link, and curate playlists for coaching, onboarding and enablement. Step by step, with a video.

Introduction to Clips and Playlists Available for Recordings

Weflow Manager Enablement Guide

Overview of Conversation Intelligence product.

Conversation Intelligence 🧠 🎙️ ✨

Recordings, summaries, coaching and follow-ups.

Using Conversation Intelligence

Changelog

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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