Setup

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

You can find a more detailed guide on how to set up conversation intelligence with Weflow here: https://help.getweflow.com/en/article/conversation-intelligence

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.