Weflow changelog

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."

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.

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.

Playlists

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

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.

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