Weflow

Configure Weflow Conversation Intelligence step by step: name the recording bot, set the language, add users and domains, choose a consent flow, add templates.

How to Set Up Conversation Intelligence

How to set up and refine prompts for summaries, field updates, coaching and follow-up emails in Weflow Conversation Intelligence, with best practices for each.

Configuring AI Templates for Conversation Intelligence

Choose between no consent, opt-in and opt-out for meeting recordings, download consent logs as CSV, and customize the message participants see. With examples.

Recording Consent Settings in Conversation Intelligence

Admins build meeting summary templates with sections such as executive summary, methodology and next steps, preview them on a recording, and assign teams.

How to Set Up Meeting Summary Templates in Conversation Intelligence

Build coaching templates around MEDDIC, SPIN, BANT or your own criteria, preview them against recorded calls, and assign them to teams in the Admin Console.

How to Create Coaching Templates

Admins create follow-up email prompts in the Admin Console, add tone, call to action and personalization cues, preview the result, and assign them to teams.

How to Create Follow-Up Email Templates

Set up Field Update Templates in the Admin Console: pick an object, choose up to ten fields, write or select a prompt for each, and assign them to teams.

How to Create Field Update Templates

Create trackers that flag competitor, pricing or product mentions in call transcripts: name the tracker, pick a color, add keywords, and assign it to teams.

How to Set Up Trackers in Weflow

Recording access follows the Salesforce hierarchy by default. How admins extend it through Teams, a custom Weflow hierarchy, or shared access within a team.

Who Can Access Recordings and Insights

Set up recording, consent, templates and trackers.

Configuring Conversation Intelligence

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