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.