Interactions Views allow admins and users to customize how conversational behavior metrics are displayed and analyzed in Weflow. These views help teams gain insights into how they communicate during calls—tracking talk ratios, patience, interactivity, and more—to improve sales performance and conversational quality.
Step 1: Access Interactions Views
Go to the Admin Console.
Select Interactions Views from the menu.
Here, you can view all existing interaction views, edit them, or create new ones.
Each tab (e.g., Talk Ratio, Longest Monologue, Interactivity Score, Patience, Question Rate) represents a specific conversational metric that can be tracked and filtered independently.
Step 2: Add a New View
Click + Add View in the top-right corner to create a new interactions view.
Step 3: Choose Access Type
Decide whether your view should be available only to you or shared across the organization:
My View: The view will be private and visible only to you.
Company View: The view will be visible to all users in your organization, helping standardize insights across teams.
💡 Tip: Use Company Views to establish consistent coaching and analysis frameworks, and My Views for personal or role-specific insights.
Step 4: Name and Save Your View
Enter a descriptive name for your view—for example:
AE Talk Ratio – Q4
Interactivity & Patience – Customer Success
Sales Coaching Metrics
Then click Save.
You can create multiple views to focus on different behavioral aspects or teams.
For instance, one view may focus on talk time distribution, while another highlights interactivity and listening skills.
Step 5: Access and Manage Your Views
To view and analyze your saved configurations:
Go to Interactions Insights.
Adjust the filters to select the desired view.
You can also create a new view directly from within the Insights tab, without returning to the Admin Console.
Edit or Manage Existing Views
From the Interactions Views page, you can:
Edit existing views to update their filters, naming, or visibility.
Duplicate a view to create a similar setup for another team or focus area.
Delete views that are no longer needed.
Best Practices
Keep naming consistent across teams to make reports easy to identify.
Encourage managers to use Company Views for coaching and team-wide visibility.
Combine multiple metrics (e.g., Talk Ratio + Patience) for deeper conversational insights.