Setting up Conversation Intelligence

To set up Conversation Intelligence, please follow these steps:

1.) Setup Activity Capture

Please follow the steps outlined in this document: https://help.getweflow.com/en/article/activity-capture
 

2.) Setup Conversation Intelligence

a) Define a recorder name

• This will be the name of the recording agent (bot) joining the meeting.
• We recommend a generic name like "Notetaker" or 
• "Weflow Notetaker".

b) Enable/disable meeting recap emails

• Weflow will send a recap email that is based on the default meeting summary chosen for the specific user profile (see step #3).
• Only internal meeting participants will receive an email.

c) Add/remove users

• Weflow will let you add an user for whom activity capture has been enabled already.
• To add a user, simply move them from the left to the right side and click the save button.

3.) Set up summary templates
 

• By default, Weflow will create a summary template for you.
• You can create and edit templates here.
• Summary templates can be assigned to different user profiles.

For more information on how summary templates work, go here.