Weflow changelog

Unified logic for Chrome Extension / Add-In and Background Logging

In some specific scenarios, when creating a new contact, the Chrome Extension and Outlook Add-In had the ability to override the underlying business logic of creating new contacts.

This issue has been fully resolved by adding additional checks that prevent new contact creation if not permitted by the Activity Capture configuration.

Updated video player

• Skip forward/backward 15 seconds
• Increase playback speed (0.8x - 2.5x)
• Use spacebar to control play/pause
• Easer navigation with bigger play bar

Create dynamic teams with AND/OR conditions

• Previously, Weflow only supported AND conditions
• Now, you can use AND / OR conditions and also create multiple condition groups
• You can find this option under TEAMS > DYNAMIC TEAMS

Download Recordings

• Full Access Permission users are now enabled to download recordings directly from Weflow.
• The recording includes the full audio, video and screen sharing.

2.88 Bugfixes

• BUGFIX / RESOLVED: Manually scheduled recording of an internal call were automatically de-scheduled again.
• BUGFIX / RESOLVED: User can't access recording after their email changed in Salesforce.
• BUGFIX / RESOLVED: Internal Salesforce Users are not linked to a recording anymore.

Regenerate Meeting Summary

• With this new option, you can create up to three new summaries of the meeting transcript.
• Clicking this button will trigger Weflow to re-process the transcript and create new AI-summaries.

Responsiveness Reports

• Out-of-the-box report on email responsiveness by rep
• Share of emails they respond to within 24 hours
• Average response time to emails in hours
• Create infinite reports with different users/time frames etc.

Activity Reports

Out-of-the-box report on email and meeting activity by rep:

No setup required. Works immediately with Weflow's activity capture + includes manually tracked activities from Salesforce.

• Meeting volume
• Email volume
• Time spent in meetings
• Average meeting time
• Number/share of recorded meetings
• Reply rates
• Open rates

Waterfall Calculations

• The Waterfall now includes two new columns Moved In and Moved Out.
• If data is missing e.g. because a new field was introduced but no historical values exist, Weflow will display a warning that the data in the chart is not complete.
• The overall calculations of the Waterfall have been rebuilt and improved for faster loading times and higher accuracy.

New Benchmark Calculations

• The "Team Benchmark" report now uses an updated set of data
• It now mixes data from opportunity snapshots and live data for maximum accuracy

Edit Logged Meetings

On Google Calendar, users can now edit already logged meetings via a new "Edit" button. This will open a pop-up (customizable via the admin console) to let end users edit standard and custom fields on the activity record in Salesforce directly from their Google Calendar.

Smart Topic Tracker ✨

Use Weflow's smart tracker to measure and capture important topics and keywords.

Setup in Admin Console:

Weflow automatically creates four default templates for you (pain points, metrics, pricing, decision makers). Admins can create unlimited additional templates as needed.

Trackers in the Transcript:

Use keywords to refine the topic tracker. Weflow's AI will pick up additional related keywords and topics automatically.

Updates to the Consent Flow for Conversation Intelligence

• Weflow customers can define different consent flows when using a recording agent in Zoom, Meet, Teams or WebEx.
• Weflow offers various options to choose from.
• The message for the consent can be customized.
• All consent flows are neutral and do not use Weflow branding.

Log Internal Meetings

• For specific setups in activity capture it may be relevant to also log internal meetings automatically
• To cater to this requirement, Weflow has added the option to log internal meetings
• Please note, that this does not impact email logging
• This setting can be enabled in the 'Configurations' in the admin console

Create Teams based on custom rules

• Weflow now let's admins configure dynamically updated teams based on fields related to the user object in Salesforce.
• Weflow will automatically update the users assigned to a team based on these rules.
• Also, Teams can be used to assign configurations for activity capture or conversation intelligence, so that Salesforce and Weflow always stay perfectly in-sync.

Chrome Extension - Admin Console

• Admins can now override user settings for the Chrome Extension via Weflow's admin console
• Settings can be locked to prevent end users from changing the settings defined by an admin
• If not locked, then end users can change their Chrome Extension behavior via the 'Account Settings'

Teams

• Admins are now able to create custom Teams in Weflow.
• In the short term, Teams will replace "Profiles" to assign templates, configurations and presets to specific user groups.
• Teams will also be used to define hierarchies independently from Salesforce settings.

Custom filter presets

In the admin console, you can now create your own custom filter presets that are also visible and usable for other users in the Weflow app.

This gives you more control over key filters that should be used across the organization and saves time for each user when it comes to setting up tedious details in specific views.

Create a filter preset in the admin console:

Users can quickly toggle between filters in analytics & forecasting:

Additional End-User Actions in Forecasting + Analytics

Duplicate or create new views from here:

Download views as CSV file from here:

• Download views as CSV file
• Duplicate views
• Create own views

Gallery Mode Recording

• Previously, Weflow recorded meeting in 'Speaker' mode
• With the latest update, Weflow by default records all meetings in 'Gallery' mode
• This ensures that all meeting participants are visible at any point in time
• If the screen is shared by a participant, the screen will always be visible in the recording