Weflow changelog

Weflow Desktop App

Weflow's desktop app for Windows and macOS records what happens on your machine, then syncs everything to Salesforce:

Download here: weflow.ai/product/desktop-app

• Record Zoom, Google Meet, Teams, and others without a bot
• Capture phone calls made through Aircall or RingCentral
• Sync summaries, transcripts, and field updates to Salesforce

More file formats supported for custom uploads

Weflow now supports additional file formats when uploading a custom audio/video file: .avi, .mov, .mpeg, .mp4, .mp3, .m4a, .wav files, up to 512MB.

Account Activity Timeline

• The account activity timline aggregates activities on the account level in any pipeline view (incl. opportunity views).
• Add it to opportunity views, to see activities even if not logged to this specific opportunity.

The Weflow Analytics Suite directly in Salesforce

With the new "Weflow Advanced Analytics" package, you can now create powerful activity analytics directly in your Salesforce CRM (without using any API calls for reporting).

Quick overiew of activity trends company wide

Reporting on activity health issues such as duplicates

Track orphaned accounts, activities over time and more

This powerful new analytics suite gives you full ownership of reporting by user, record, time frame etc. - all natively built in Salesforce.

Ask AI in Weflow's Chrome Extension

The Weflow Ask AI is now available anywhere on the web via our Chrome Extension. Simply click the "Ask AI" button when opening a record on the sidebar (e.g. via Salesforce) or enter a question into the Chrome Extension search to trigger the Ask AI mode.

This is automatically available for all users with Ask AI enabled in the Weflow admin console.

Weflow Activity Timeline in oyur Salesforce

As part of Weflow's new Advanced Analytics Package, admins can now add the "Weflow Activity Timeline" as a lightning component into any page view on Salesforce.

The component will mark last/upcoming activities, filter out child events, group email messages, and generally, give you a more coherent and insightful experience of looking at activities tracked by Weflow in your CRM.

Open in Salesforce from Pipeline/Slide-Up Views

You can now open Salesforce records directly from any pipeline or slide-up view without having to open the sidebar.

Manually Upload Recordings

This feature is available to all customers on version 3.18 or higher.

• All users can now upload recordings (with up to 512MB) to Weflow.
• The recording will get processed like any other meeting/recording on Weflow.
• Users can link the recording and manage permissions.

Custom Email Processing Delay Time

• Outlook and Google Workspace allow admins to define custom "undo" timeouts to set the time that users have to undo a sent email.
• If your admin has set a time of >10 seconds to undo an email, we recommend adjusting the processing delay time in Weflow in your activity capture configuration.
• Go to Activity Capture -> Expert Settings -> Email Processing Delay

Auto-update individual fields, web search + PDF upload for field updates

• Admins can now configure Weflow to update specific fields (or all fields) automatically, without requiring user verification.
• Admins can upload PDF files to give the AI additional context.
• Admins can also enable web queries, letting Weflow enrich its output with publicly available information.

Read-Only Mode and Field Restrictions

You can now control which fields users are allowed to edit in Weflow when syncing to Salesforce. By default, Weflow syncs records bi-directionally, so any change you make in Weflow updates Salesforce instantly. With this release, admins get two new ways to tighten that:

Read-only mode: Blocks all record creation and field updates from Weflow to Salesforce. Users can still create tasks, notes, events, emails, and recordings.

Field-level permissions: Allow specific fields to be edited while locking the rest. For example, you can keep Close Date editable on opportunities while setting Stage, Amount, and Owner to read-only.

Download Insights as CSV files

• Users can now download reports from the Activity, Interaction, Scorecard, etc. insights as CSV file.
• This feature has been enabled for all customers on version 3.15

Forecast Accuracy Tracking

• Weflow tracks the forecasting accuracy across all forecast calls by manager, team, and individual user.
• Admins can create flexible views for different forecast setups and filter against which field they want to track the accuracy (e.g. Closed/Won).
• This feature is automatically enbaled for all customers with access to the Forecasting module.

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