For optimal results, we recommend providing the AI with context information such as:
Products your company is selling.
A short description of your company.
A description of your sales methodology.
The exact spelling of your company name.
How can I train Weflow's AI to understand what my company's goals and mission?
Go to the Admin Console
Click on "Weflow AI".
Select the "General Settings".
Add a description of your company, its goals, sales process and more into the company context input field.
Click the "Save changes" button in the top right corner.
How can I add context about the objects I am using in my CRM?
Go to the Admin Console.
Click on "Weflow AI".
Click on "Object Context".
Select an object from the "+Add Object Context" button.
Add a description of the object and its purpose.
Click the "Save changes" button in the top right corner.
How can I add context about the fields I am using in my CRM?
Go to the Admin Console.
Click on "Weflow AI".
Click on "Field Context".
Select an object from the "+Add Field Context" button.
Select as many fields as you would like to add context for.
Add a description for each field.
Click the "Save changes" button in the top right corner.