Weflow

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

Changelog

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