Weflow

A quick overview of things you can do in the admin console and how to become an admin yourself.

Introduction to the Admin Console

Setup / System Overview

Users

Create Teams to assign workflow templates and auto-enroll users more seamlessly e.g. for Activity Capture.

Teams

Manage the 'Insights' tab for the Sidebar / Chrome Extension.

Insights

Create fully customizable signals based on data from your Salesforce CRM.

Warning Signals

Weflow let's you enable/disable the use of Salesforce Products entirely.

Products

Create Workflow Templates to create consistent and focused experiences for your Weflow users.

Templates

Set up one more forecasts and configure roll-up cadences.

Forecasting

Only relevant if you want to use a custom object instead of the standard notes object in Salesforce.

Notes

Manage quotas in Weflow independently from Salesforce.

Quotas

The full 30-minute guide to configuring Activity Capture.

Activity Capture

Learn how to configure Weflow's Conversation Intelligence.

Conversation Intelligence

Configure prompts, AI templates and more to save time and improve data capture quality.

AI (Conversation Intelligence)

Define an opt-out or opt-in flow to be compliant with industry regulations.

Consent (Conversation Intelligence)

Profiles have been replaced by Teams as of June 2025.

Profiles (Legacy)

Setting up Weflow

Changelog

Submit a Ticket

Sign In

Find answers and get help from Intercom Support and Community Experts

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