Weflow changelog

Meeting Prep from Weflow Calendar

This new addition to Weflow's AskAI let's users prepare for any upcoming meeting on their calendar by clicking the "Prepare meeting" button.

When clicked on, users get forwarded to Weflow's AskAI.

The AI will retrieve any available context information e.g. emails, meetings, previous recordings and Salesforce to prepare a meeting brief 👇

iOS & Android App for In-Person Meetings

• Want to record in-person meetings?
• Use Weflow's mobile apps on iOS & Android
• Included for free for all Conversation Intelligence customers

Weflow API

Customers with access to Conversation Intelligence can now create API keys to retrieve recordings, transcripts, summaries, templates and insights.

For more information please review:

• help.getweflow.com/en/articles/14808959-weflow-public-api
• api.getweflow.app/api/v1/docs/

Allow Activity Capture for Individual Users with dedicated OAuth Flow

For companies who want to avoid giving Weflow the permission to modify and send emails from Google Workspace, Weflow now offers a new authentiction flow that limits Weflow to read and sync emails from Google Workspace to Salesforce only.

Contact your account manager or support to enable this feature for your organization.

Deal Board - Activity Timeline

• The new "Activity Timeline" field can be added to any Opportunity pipeline view via the "Weflow Fields"
• A future update will make this available across all objects incl. accounts, leads and contacts

Copy meeting participant's emails with one click

• Independent from whether or not the record was successfully linked to a Contact or Lead, Weflow will always show you the participants based on the calendar invite.
• You can copy all email addresses with one click e.g. for your follow-up email.

The new Dealboard

• See activities directly in your pipeline view
• Bi-directionally synced with Salesforce
• Compatible with any custom object or field

Coaching Scorecards in Insights

Track ratings by Users:

Track ratings by Scorecard:

• This new addition to the "Insights" feature in Weflow let's admins and end-users alike track ratings across users, scorecards and time.
• Create customizable views looking at different groups of users, scorecards, and timeframes.
• Understand if and how ratings change over time.
• Quickly drill deeper into the related activities.

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