Introduction to Conversation Intelligence by Weflow

A brief overview of Conversation Intelligence by Weflow:

Enabling / disabling conversational intelligence

• To enable or disable conversational intelligence please contact our support team at support@getweflow.com.
• The support team is available from Monday - Sunday, between 08:00 AM -  08:00 PM CET.
• Existing customers can access a free 7-day trial.

Supported Video Call Services

• Zoom
• Google Meet
• Microsoft Teams
• WebEx

Feature Overview

• Video recording
• Automated link to Accounts, Opportunities, Contacts, Leads and Custom Objects
• Transcript
• Multi-Language Support (+99 languages)
• AI-Generated Meeting Summary
• Automated Follow-Up Email incl. Summary
• Auto-Field Updates (currently in beta testing)

In the Weflow calendar, users can opt-in or opt- out of meeting recordings:

In the recording section, users can access their recordings as well as recordings from other users in the same account (depending of access permissions):

Weflow will automatically link the meeting to relevant records in Salesforce and generate a meeting transcript as well as AI-generated summary: