Requirements for Conversation Intelligence

Requirements in Welow

• To enable conversation intelligence, Weflow Activity Capture with access to your calendar events needs to be configured first.
• Weflow will pull the relevant meeting information from your calendar, and schedule a recording bot to join the respective meeting.
• It may be required to admit the recording bot to the meeting manually (depending on your organizational security settings). This is specifically true for Zoom Meetings.

Requirements for Zoom & Co

• There is no need to authenticate Weflow with Zoom, Microsoft Teams, WebEx or Google Meet specifically.
• For Zoom, the local recordings need to be enabled by the admin.
• Admins can do this via the Account Management > Account Settings > Recordings & Transcripts

Requirements for Salesforce

• For activity capture to work, admins need to update the Managed Weflow Package to the latest version (see here).
• Meetings are logged into Salesforce via the REST API. Hence, the REST API needs to be enabled for all users or the Integration User.
• Meeting summaries and transcripts are stored as custom objects in Salesforce (Weflow_Recording__c).
• The Weflow_Recording__c object is added as part of the Managed Weflow Package.
• All users need to have write access for the Weflow_Recording__c object enabled.
• Meeting summaries are also stored in the description field of the corresponding event object (event) in Salesforce.