Weflow changelog

45 updates shipped in 2026317 all time

Showing February 2026 and earlier · Back to latest

February 2026

Display IN and OUT email activities in Cases timeline in Salesforce

  • When logging an email with Weflow Activity Capture against the case object, the outgoing emails were not visible in the activity timeline of the case.
  • While this was not a technical error, but simply a limitation of the activity timeline component in Salesforce itself, we have now provided a workaround that let's admins decide whether they want all emails (ingoing and outgoing) to be displayed in the timeline.
  • For users who do not need this functionality, we recommend using the normal "Feed" that is also visible on the case object in Salesforce and is the intended way of tracking all activities relating to a case.

Weflow AI

Examples and Use Cases:

  • Weflow's new stand-alone AI empowers users to query their CRM, Activity and Conversation data easily.
  • Users only have access to recordings they can already access as per permissions defined in Salesforce + Weflow.
  • "Summarize objections from meetings in the past 7 days"
  • "Tell me what to focus on next!"
  • "Write me a follow-up email for all stalling deals with a close date this month."
Weflow AI

Scorecards in Coaching

  • Scorecards can now be added in the "Coaching" tab in Weflow's Conversation Intelligence feature.
  • Scores are stored per meetings and can be used to review performance over time.
  • A new Scorecard Insights feature will be released within February 2026 to track scores across users and scorecards conventienly.
Scorecards in Coaching

Unlog Emails

  • With the Outlook Add-In and Chrome Extension, users can now "unlog" email activities and re-log them to a seprate record.
  • As Salesforce does not allow changing the name / related record on an email message object, the unlogging feature is a unique way to change the logging behvaior on a single email message.
Unlog Emails

January 2026

January Bug Fixes

  • Improved stability for Conversation Intelligence related Insight reporting.
  • Company Context in Weflow's ASK AI was stored, but not visible.
  • Searching in transcripts did not render results.

Playlists

  • Create playlists to bundle recordings and clips.
  • Share playlists with prospects, customers or internally.
  • Easy-to-use tool to help support sales enablement.
Playlists

Weflow Email Notifications

  • We addressed several issues to improve the sending reliability of notification emails.
  • For a limited time, emails for meeting summaries were not sent to internal users (January 26th).

Clips

  • Admins and end-users can now create clips from recordings in Weflow.
  • Share, edit, rename, and download clips.
  • Add clips to playlists to share best practices and customer shout-outs.
Clips

December 2025

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.
Integration User Notification

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.
Commenting on Recordings

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.

Access to Recordings / Insights

  • Access to Insights now follows the same logic as access to Recordings.
  • Users can only see their own recordings and also see only their own insight reports.
  • This is true for all users without direct reports (either configured in Salesforce or in Weflow's own hierarchy system).

November 2025

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"
Give access to recordings to specific users only

Bug Fixes & Improvements

✅ 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.

✅ Improved sorting in insight reports.

Keyword Tracker: Stricter and multi-lingual

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.

Contact creation threshold for large events / emails

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.

Bot join time

  • The bot will will join meetings organized by an external person (outside of your organization) directly on time.
  • The bot will join meetings organized by you or an internal user (within your organization) three minutes before the meeting starts.