Conversation Intelligence

Turn conversations into valuable insights and actions

Auto-record, transcribe, and summarize meetings to improve rep productivity and Salesforce hygiene. Use AI insights to coach reps and close more deals.

Generate AI meeting summaries

Auto-update Salesforce fields with AI

Use AI insights for rep coaching

Get a demo
Take tour

Integrates with:

Trusted by RevOps & CROs in fast-growing companies
The Solution
AI Notetaker

Automate note-taking to focus on the conversation

Weflow's AI note-taker records, transcribes, and summarizes your meetings automatically.

  • Get automated AI summaries
  • Create summary templates for any meeting type and team
  • Works for 98 auto-detected languages
Get free trial
AI Field Updater

Automate Salesforce data entry with AI

Auto-populate Salesforce fields with templates. Chose from 100+ pre-built AI prompts or build your own.

  • Weflow AI reviews transcripts and suggests fields updates
  • Reps get notified to review, edit, and confirm fields updates
  • Works for all SFDC objects & field types (picklist, amount, ...)
Get free trial
AI Email Composer

Generate follow-up emails with
AI templates

Save time on meeting follow-ups with Weflow's AI-generated emails.

  • Get follow-up email drafts in seconds
  • Create and use unlimited AI follow-up templates
  • Auto-sent to your inbox post-meeting
Get free trial
Conversation Intelligence

Get insights into team performance and use AI coaching to fix gaps

Weflow provides team insights, analytics, and benchmarks. Use AI coaching to coach reps to top performers.

  • Analyze activities, responsiveness, and interactions
  • Measure reps on your sales framework (like MEDDIC)
  • Identify and fix gaps to drive team performance
Get free trial
Conversation Intelligence

Combine conversation intelligence with activity capture

Go beyond conversations. Auto-sync emails, meetings, and contacts to capture all customer interactions.

  • Get visibility into all customer interactions
  • Use activities to surface deal insights
  • Report on activities in Salesforce
Weflow Activity Capture
Features

Conversation Intelligence features at a glance

AI notetaker

Record and transcribe meetings in Zoom, MS Teams, and Google Meet. Supports 98 auto-detected languages.

AI summaries

Get AI-generated meeting summaries. Use our template library or configure your own AI summary templates.

AI-populated Salesforce fields

Configure templates to auto-update Salesforce fields for any Salesforce object & field type (picklist, amount, ...).

AI email follow-ups

Save time on meeting follow-ups and execute deals faster with Weflow's AI-generated emails.

AI coaching feedback

Configure coaching templates based on your methodology (like CoM, MEDDIC, or SPICED) to drive sales effectiveness.

Team analytics & insights

Analyze activities, responsiveness, and interactions. Compare team members and coach them to top performers.

Create clips & playlists

Share clips and playlists across teams to shorten ramp-up, and drive sales effectiveness.

Smart keyword trackers

Track keywords to spot trends. Get notified when important phrases are mentioned in meetings.

Store data in Salesforce

Weflow stores transcripts, meeting summaries, and field updates in SFDC and maps them to the right records.

The Solution
Product tour

See Weflow's Conversation Intelligence in action

Start the self-guided tour to explore Weflow.
‍

Weflow AI

AI agents doing the busywork while your team sells.

AI Notetaker

Records, transcribes, and summarizes meetings so your reps can focus on selling.
Learn more

AI Field Updater

Updates Salesforce fields like MEDDIC, next steps, and more from meeting recordings.
Learn more

AI Email Composer

Writes follow-up emails after meetings so reps can get them out faster.
Learn more

AI Coach

Analyzes recordings and gives feedback to help your reps run better sales meetings.
Learn more

AI Deal Reviewer

Analyzes deals and provides insights into deal progression and risks.
Learn more

AI Deal Predictor

Analyzes deals and predicts the outcome so you improve forecast accuracy.
Learn more

AI Deal Monitor

Surfaces deal risks and warnings so your team can take action.
Learn more

AI Activity Mapper

Captures and maps emails, meetings, and contacts to the right Salesforce record.
Learn more

AI Forecast Projector

Analyzes deal and pipeline health to forecast outcomes.
Learn more
Security

Security on enterprise level

SOC 2 Type II
GDPR
CCPA
HIPAA
Zero AI data retention
Visit our security page

Try before you buy

We get it. You want to make sure you’re getting the right tool to fit your needs. That's why you should try before you buy. Get your 14-day free trial today.

Get free trial

Trusted by top-performing revenue teams