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
  • Use AI insights for rep coaching
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Integrates with:

Trusted by B2B Sales, Customer Success, and RevOps teams
The Solution
Conversation Intelligence

Automate note-taking to focus on the conversation

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

  • Get automated AI summaries
  • Use pre-built summary templates (MEDDIC, SPICED, etc.)
  • Create your own summary templates
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Conversation Intelligence

Automate post-meeting Salesforce data entry

Weflow auto-syncs recordings, summaries, and fields (MEDDIC, SPICED, etc.) to the right Salesforce records.

  • Create unlimited AI field templates and prompts
  • Auto-sync to multiple Salesforce records
  • Works across all Salesforce objects
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Conversation Intelligence

Generate follow-up emails with 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
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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
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Conversation Intelligence

Get full visibility into deal health

Turn conversation, activity, and contact data into deal insights.

  • Use 50+ deals signals (multi-threading, next meeting date...)
  • See if the right stakeholders are involved
  • Spot deal risks with custom warnings and alerts
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Features

Conversation Intelligence features at a glance

AI notetaker

Record and transcribe meetings in Zoom, Teams, and Meet.

AI-generated summaries & templates

Configure templates to get AI-generated meeting summaries.

Auto-update Salesforce fields

Configure templates to extract & auto-update Salesforce fields for any Salesforce object.

AI-generated follow ups

Generate follow up emails for faster deal execution.

Smart keyword trackers

Identify key moments and conversations relevant to your business.

Create and share clips

Create, and share clips internally, and externally.

Call playback

Review key moments in conversations and meetings.

Activity capture

Auto-capture emails, meetings, and permanently store them in Salesforce.

Integrations

Zoom, Teams, Meeting, Salesforce, Google Workspace, MS365.

Security

Security on enterprise level

SOC-II (Type 2)

We are certified according to SOC-II (Type 2) security standards.

GDPR & CCPA

Go to market anywhere in the world – let us handle compliance with local laws.

Fully audited

Annually audited by PwC, Google, and Microsoft.
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Integration

Get started in minutes

Step 1:
Sign up with Salesforce SSO and install the managed SFDC package.
Step 2:
Install and connect the Google Workspace or Microsoft 365 app.
Step 3:
Configure activity logging rules and enroll your users.
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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.

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Trusted by top-performing revenue teams