Weflow

A two-minute video introduction to Ask AI, Weflow's assistant for questions about your pipeline, your recordings and your Salesforce records.

Introduction to Ask AI

Ask AI automatically reads the recording, its linked records and related activities. What a source is, and how to add pipeline views, recordings or records.

Which Sources Can Ask AI Use?

Open Ask AI from any recording page with the sparkle icon and ask about next steps, objections, the buying committee, risks and follow-up wording. 9 examples.

Using Ask AI on a Recording Inside Conversation Intelligence

Open Ask AI from any pipeline view with the sparkle icon. It reads every visible column, up to 2,000 records per view, and can link up to ten views in…

Using Ask AI in Pipeline Views

Five Ask AI prompts for sales reps: prioritize today's deals, write follow-ups in the prospect's words, surface unspoken objections, and test your champion.

Ask AI Prompt Examples for Sales Reps and AEs

Five Ask AI prompts for RevOps and SalesOps: find missing CRM data, score methodology adherence, fix handoff friction, audit discounting, map resource drain.

Ask AI Prompt Examples for RevOps and SalesOps

Five Ask AI prompts for CROs and sales leaders: find forecast friction, audit messaging in calls, track competitor erosion, decode winning deals, team health.

Ask AI Prompt Examples for CROs, VPs and Leadership

Five Ask AI prompts for frontline managers: check pipeline reality against call tone, find coaching moments, catch stalled deals, and confirm decision makers.

Ask AI Prompt Examples for Frontline Sales Managers

Five Ask AI prompts for customer success managers: spot silent churn, find expansion signals, build QBR value stories, track champion changes, adoption gaps.

Ask AI Prompt Examples for Customer Success Managers

Ask AI across your pipeline, recordings and sources, by role.

Using Ask AI

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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

{appName} in 60 seconds

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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