Weflow changelog

Integration User Notification

• Weflow will now notify admins when an integration user becomes disconnected.
• We continue to recommend a Salesforce API Only Integration user for a stable and lasting connection to Weflow.

Commenting on Recordings

• All users can create comments below recordings now (if they have access to the recording).
• Add comments for specific timestamps or sections in the transcript.
• React with emojis.
• Marked users receive an email notification.

Consent Emails

• Weflow can now notify external participants about an upcoming recording.
• This setting is deactivated by default. To enable this, kindly review this guide: help.getweflow.com/en/articles/12067590-consent-conversation-intelligence#h_c0ebbf4d55
• When activated, Weflow will send a message to all external participants that a notetaker is scheduled to join the meeting to record, transcribe and summarize it.

Weflow Hierarchy

The feature lets you define a custom team hierarchy inside Weflow that overrides the Salesforce role hierarchy.

What it enables

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How it works

This lets you mirror your operational org structure inside Weflow without depending on Salesforce’s hierarchy.

• You can manually arrange your Weflow teams into a parent-child hierarchy by dragging and dropping.
• This hierarchy controls which users can access whose recordings and insights.
• After enabling the feature, all existing Weflow teams appear in a flat list.
• You can assign any team to report into another team.
• The structure you create is used only by Weflow; it does not affect Salesforce.

Give access to recordings to specific users only

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"

Interaction - Conversation Intelligence

The new interactivity reports give you a deep dive into:

You can read more about all calculations and details here: help.getweflow.com/en/articles/12606897-interactions-views

• Talk ratio
• Longest monologue
• Longest customer story
• Interactivity scoring
• Patience
• Question rates

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.

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

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.

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:

Create multiple Activity Capture configurations for different teams

• With this latest update, admins can now configure different activity capture configurations for specific user groups, profiles, roles or teams in Weflow.
• Simply add a new configuration and customize it based on your specific requirements and needs.