Weflow

Setting up 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

Profiles have been replaced by Teams as of June 2025.

Profiles (Legacy)

Learn how to configure the Weflow Chrome Extension for your organization — including permissions, available features, and how to manage extension rollout to users.

Chrome Extension Settings

All the settings for the Admin Console explained

Admin Console

The full 30-minute guide to configuring Activity Capture.

Activity Capture

This section provides an overview of the underlying business logic of Weflow’s Activity Capture solution:​

Business Logic

All the settings for Activity Capture explained

Learn how to configure Weflow's Conversation Intelligence.

Conversation Intelligence Setup

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)

Summary Templates allow admins to define structured, consistent summaries for their teams

Summary Templates

Coaching Templates allow admins to define structured feedback frameworks for call reviews, deal analysis, or skill development.

Coaching Templates

Follow-Up Email Templates help teams send consistent, high-quality follow-up messages after meetings, demos, or customer interactions.

Follow-up Emails

Field Update Templates allow admins to define which CRM fields users can update directly from Weflow.

Fields update

Trackers help you automatically identify and surface key topics, names, or themes within your call recordings and transcripts.

Tracker

All the settings for Conversation Intelligence explained

Conversation Intelligence

Activity Views

Interactions Views

Trackers Views allow admins and users to customize how tracker-related data is displayed and analyzed within Weflow.

Trackers View

Responsiveness Views allow admins and users to customize how communication response metrics are displayed and analyzed in Weflow.

Responsiveness Views

How to setup Activity Insights within Weflow

Activity Insights

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

Insights Tab (Sidebar)

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.

Opportunity Products

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

Notes

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

Templates

All the settings for Deal & Pipeline Management explained. Includes Deal Insights, Deal Warnings, Opportunity Products, Notes, and Templates

Deal & Pipeline Management

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

Forecasting & Analytics Setup

Manage quotas in Weflow independently from Salesforce.

Quotas

All the settings for the Forecasting & Analytics section explained

Forecasting & Analytics

Changelog

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