Instead of giving an entire team access to all recordings or trying to give access through complicated hierarcy systems, Weflow also let's you give access to all recordings of a team to specific individual users:
Go to "Teams"
Go to the "General settings"
Assign users in the dropdown that is called "Give these users permission to access all team recordings and inisghts"
✅ Improved handling of HTML content in specific message types on GMail.
✅ Improved multi-logging behavior when multi-logging to tasks is enabled in sharing settings on SFDC (specifically for logging to the task object).
✅ Improved reliability of dynamic teams when refreshing subscription to email and meeting inbox on Google Workspace.
✅ Resolved error where the "Responsiveness" report was not shown to all users automatically.
✅ Improved handling of scheduled email messages via GMail. When more than 10 emails were scheduled at the exact same time, a conflict with logging could occur in some specific cases.
The keyword tracker in Weflow now automatically translates keywords in to all available languages. The tracker is overall more strict when it comes to identifying keywords mentioned.
In the "Contact Creation" settings of an Activity Capture configuration, admins can now define a participant threshold for emails and meetings where Weflow should not create new contacts.
Example: If you have training events with 20+ participants, you may not want to create new contacts automatically. With this setting, you can fine tune the contact creation rules within Weflow.
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.
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.
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.
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.