Comparison

Weflow vs Attention

Weflow is the Revenue AI Orchestration platform for sales, CS, and RevOps: Activity Capture, Conversation Intelligence, Pipeline Management and Forecasting. It captures business relevant emails and meetings into Salesforce, and writes conversation transcripts and structured outputs into Salesforce records.

Attention is a conversation-first AI sales assistant that records calls, reasons over the transcript, and pushes AI-extracted fields into Salesforce, HubSpot, Pipedrive, Zoho and Dynamics.

Choose Weflow if you run Salesforce and want emails, meetings, contacts and calls behind your AI, at $79/user/month for the full platform. Choose Attention if you're on another CRM, or your problem is automating the work that comes out of a call.

  • SOC 2 Type II, HIPAA and GDPR compliant
  • 30-45 minutes technical integration
  • Server-side capture, no per-rep OAuth

"Using Weflow, we increased our win rate by 12% and see a forecast accuracy of 92%. Plus, we now can trust our Salesforce data."
[small]Chris Mackinnon, VP Revenue Operations, Zeotap[/small]

Trusted by RevOps & CROs in 300+ fast-growing companies
Case Study

"With Weflow, we’re now capturing all relevant activities and have full transparency into the performance of each sales rep. It’s a game changer."

Irina Smirnova
Senior Sales Operations Manager
Quote

"Weflow gives us better visibility and predictability of our business."

Andreas Bodczek
CEO
Case Study

"Weflow eliminated the need for our VP to ask, ‘Did you follow up with that deal?’. It tracks customer interactions automatically, creating a framework that drives accountability across the team."

Leslie Phillips
Director of Operations
Case Study

"None of the other tools gave us a solution like Weflow. From the beginning, we had a really smooth process."

Rugile Pudzevelyte
Senior Revenue Operations Manager
Case Study

"I had a first introductory call with Weflow. I think I was sold after 15 minutes. There’s no question that the people at Weflow understood the problems that we were trying to solve."

Louisa Winnik
VP Business Systems
Case Study

"I’ve worked with Gong before, but Weflow’s simplicity and real-time sync are game-changing."

Bastian Stosic
Head of Media Sales Operations
Quote
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"We use Weflow to auto-capture activity data, run deal reviews, and analyze our pipeline to inform our forecast. Being able to spot deal risks early has improved win rates and pipeline health."

Mark Reich
CRO
Pricing

Pricing at a glance

Weflow Attention
Seat price $19–$79/user/month (annual) Not public
Platform fee No N/A
Implementation fee No N/A
Free trial 14 days N/A

Weflow includes free view-only Conversation Intelligence licenses up to the number of recording licenses you hold. On those licenses, leadership, enablement, CS and product teams watch recordings and read summaries, transcripts and analytics without a paid seat.

Weflow requires a 10-user minimum on annual billing. For a 50-user team, the full platform costs $47,400/year.

Attention prices by quote. There is no pricing page no public per-seat list price, so every number comes out of a sales conversation.

"A lot of folks in the RevOps community pointed me to Weflow. The demo was strong, the pricing was right — it was an easy decision."
Erick Mahle, VP of Revenue Operations & Digital Transformation, Lendz — Weflow

Overview

What makes Weflow and Attention different

Weflow

Weflow captures business relevant emails and meetings into Salesforce, writes conversation transcripts and structured outputs into Salesforce records, uses AI to extract methodology fields from conversations into standard and custom Salesforce fields, and runs pipeline management and forecasting. All governed by your existing validation rules, permissions, and role hierarchy.

Attention

Attention records sales calls on Zoom, Teams, and Google Meet, generates AI transcriptions and summaries, extracts structured data into CRM fields, and includes coaching scorecards and follow-up email generation across multiple CRMs. Its analysis is grounded in conversations, scorecards and intelligence items: CRM fields help it retrieve the right calls and receive the extracted values, rather than serving as reasoning material.

So Attention reasons over the conversation record, while Weflow starts from the broader revenue records across calls, emails, meetings, contacts and CRM data.

Weflow Advantages

Where Weflow wins

Complete activity capture: email, calendar and contacts

Weflow captures the full activity picture, not only the calls, and nothing depends on a rep remembering to log anything.

  • Server-side capture runs at the mail tenant level through a central app in Google Workspace or Microsoft Entra ID, so mail sent from a phone, browser or desktop client is logged the same way, with no per-rep OAuth
  • Scoped to business relevant activity: an email or meeting is logged when an external participant resolves to an account or opportunity, and internal-only threads are never written to Salesforce
  • Captured activity shows on the record itself through the Weflow Activity Timeline Lightning component on Account, Opportunity, Contact and Lead pages
  • In-person meetings are covered by the included iOS and Android apps for Conversation Intelligence customers

When this matters: Your pipeline reviews and board reports depend on complete activity across email and calendar, not just call recordings.

Pipeline management and deal intelligence

Reps and managers work the pipeline in a spreadsheet-like view, and every edit goes back to Salesforce as they make it.

  • Real-time two-way Salesforce sync across standard and custom objects, so an update made in Weflow or in Salesforce shows in both
  • More than 50 deal-level signals feed AI deal analysis and a deal-level AI summary that reasons across every meeting on the opportunity
  • Forecast Accuracy Tracking measures accuracy by manager, team and individual against a field you choose, for example Closed Won
  • The Weflow public API lets Conversation Intelligence customers retrieve recordings, transcripts, summaries, templates and insights

When this matters: Your team runs weekly deal reviews and needs a working pipeline view that writes back to Salesforce in real time, not a read-only dashboard.

Methodology fields that fill themselves, from MEDDIC to BANT

Weflow's AI reads the conversation and writes the values into Salesforce fields, respecting your validation rules, field dependencies, permissions and role hierarchy.

  • More than 250 pre-built AI prompts for field updates and summaries, so nobody writes extraction prompts from scratch for MEDDIC, MEDDPICC or your own qualification model
  • Field updates reach standard and custom objects and text, picklist, multi-select, number, currency, date and checkbox fields, so the output is chartable rather than a paragraph in a text box
  • Admins can set specific fields, or all of them, to update automatically without user verification, and can give a prompt up to 3 PDF files or a web search as extra context
  • Conversation data lands in 2 Salesforce objects, a recording object holding the summary and full transcript, and an indexing object

When this matters: You've rolled out MEDDIC and field completion in Salesforce is still low, because reps don't fill it in after a call.

Governance at the AI layer, and no second login to manage

Weflow's security posture runs on your Salesforce org rather than beside it.

  • Sign-in runs through Salesforce OAuth and whatever SSO or two-factor your Salesforce org enforces. There is no email and password login, and deactivating a user in Salesforce removes their Weflow access
  • Zero data retention at the AI layer, and customer data is never used to train models
  • Data sits in the region your Salesforce org sits in, and can be kept in the EU or UK
  • ISO 27001 in progress, targeted for December 2026, alongside SOC 2 Type II, HIPAA, GDPR and CCPA

When this matters: Your security team wants documented AI data handling and one identity to deprovision.

Competitor Strength

Where Attention wins

Multi-CRM support beyond Salesforce

Attention works across multiple CRMs out of the box, not just Salesforce.

  • Native support for Salesforce, HubSpot, Pipedrive, Zoho CRM, and Microsoft Dynamics
  • Teams on mixed CRM environments can standardize call intelligence without migrating to a single CRM
  • Useful for post-acquisition orgs or regional teams running different CRMs

When this matters: Your GTM org isn't fully on Salesforce, or you're running HubSpot/Dynamics alongside Salesforce across business units.

A read-write MCP server and a broad integration surface

Attention is one of the easiest conversation stores for an outside AI assistant to reach, and its workflow builder ends inside tools people already work in.

  • A read and write MCP server with 68 tools across 15 groups, covering calls, scorecards, teams, users, forecast categories and CRM integrations, with connection from Claude documented
  • Attention claims more than 200 integrations; its documented workflow steps act inside Gmail, Google Sheets, Salesforce, HubSpot, Slack, Snowflake and Notion among others
  • Workflows start from an Attention event, a change in a connected app, a schedule or an inbound webhook, and can branch, loop, call any API and run custom code

When this matters: You want your own assistant querying call data directly, or post-call automations that land in the tools your team already uses.

150+ integrations and workflow automation

Attention connects to a broader ecosystem of sales, data, and workflow tools—with a trigger-based automation builder for post-call workflows.

  • 150+ integrations including Slack, Outreach, Salesloft, Apollo, Snowflake, and Tableau
  • Workflow builder with conversation-finish and user-action triggers plus integration nodes
  • AI Sales Agents and Super Agent architecture for post-call automation (CRM updates, follow-ups, notifications)

"We have been using Attention. That way SDRs can spend their time prospecting instead of typing." — Reddit r/sales, Sept 2025

When this matters: You pipe call data into a data warehouse or BI tool, or you need post-call automations that trigger across Slack, Outreach, and other platforms.

Decision Guide

Choose based on your situation

Your situationBetter fitWhy
Salesforce org with <50% MEDDIC/SPICED field completion and no budget for an Enterprise-tier CI toolWeflowMore than 250 pre-built prompts for Conversation Intelligence field updates and summaries, writing to standard and custom Salesforce fields, at $39/user/month
GTM org running HubSpot, Pipedrive, Dynamics or Zoho rather than SalesforceAttentionAttention supports 5 CRMs natively; Weflow is Salesforce-only.
RevOps team that needs email + calendar + contact capture alongside call intelligence in one vendorWeflowEmail, calendar and contact capture alongside call data from one vendor, written back into Salesforce
SDR/inside-sales team where 70%+ of prospect touches are phone calls via dialersAttentionAttention supports phone-oriented integrations including Aircall; Weflow is not a dialer, though it can ingest recordings from a connected telephony provider for transcription, Salesforce write-back and scoring.
RevOps team with no capacity to author scorecard criteria and extraction prompts from scratchWeflowAttention's scorecards, CRM fields and email templates are prompts the customer writes; Weflow ships a pre-built prompt library, which is the difference in implementation effort
Salesforce + Clari handles forecasting; need activity capture + CI without buying forecasting twiceWeflowThe Activity & CI bundle ($49/user/mo) fits alongside Clari without duplicating the forecast layer.
Post-acquisition org with reps on mixed CRMs across business unitsAttentionMulti-CRM support lets you standardize call intelligence without forcing CRM migration.
Enterprise org (500+ reps) in a regulated or European market requiring documented GDPR complianceWeflowSOC 2 Type II, HIPAA, GDPR and CCPA compliant, data stored in the region your Salesforce org sits in and can be kept in the EU or UK, zero AI data retention
Social Proof

What customers say

What Weflow users say

[str]Strength[/str]

"We use Weflow to auto-capture activity data, run deal reviews, and analyze our pipeline to inform our forecast. Being able to spot deal risks early has improved win rates, and pipeline health." — Mark Reich, CRO, LawpilotsWeflow

"Einstein frequently missed activities. Now, we trust the data. It's been a big mental lift for the team." — Leslie Phillips, Director of Operations, AdvisaWeflow

[lim]Limitations[/lim]

"There is a small lag when a new field is created on Salesforce, it doesn't instantly sync with Weflow." — Alisson C., Senior Account Executive (Mid-Market) — G2 (5/5)

What Attention users say

[str]Strength[/str]

"The summaries are accurate, the quality is great, and the new feature development is actually productive. System setup is very easy, as is ongoing admin maintenance." — Jennifer R., RevOps Manager/BD Manager (Mid-Market) — G2 (5/5)

[lim]Limitations[/lim]

"I would like to have better insights and visual insights on the reporting dashboard. This improvement would help in understanding what my reps or colleagues are struggling with." — Yan K. — G2 (5/5)

See Weflow case studies
Deep Dive

Feature-by-feature breakdown

Leader
Strong
Good
Partial
Basic
N/A
CapabilityWeflowAttention
Activity Capture
Email captureLeader
Server-side at the mail tenant, central app in Microsoft Entra ID or Google Workspace
No rep action, no per-rep OAuth
Business-relevant only: internal-only threads never written
Configurable 0-60 second processing delay plus tracking-pattern exclusions for sequencers
Partial
Emails tied to an account imported, can fire a New Email Imported workflow trigger
Public API endpoint lists emails
Import scope unclear: Outlook and Google coverage, contact capture and CRM activity writes not documented
Meeting captureLeader
Meeting logged as a Salesforce activity whether or not it was recorded
Recording adds summary and field updates on the same activity
Weflow Activity Timeline Lightning component on Account, Opportunity, Contact and Lead pages
Partial
Bot-recorded calls linked to an opportunity by matching meeting participants to CRM contacts
Desktop-recorded calls matched on the calendar meeting link, join window 10 minutes before start
Beside a separate capture tool, two events written for the same meeting
Record mappingLeader
Activity mapped to Salesforce accounts and opportunities, shown on Account, Opportunity, Contact and Lead records
Activity Capture Health flags duplicate accounts, duplicate contacts, non-converted leads and accounts sharing a website domain
Known limit: mail from a separate deliverability subdomain not matched
Partial
Participant-to-contact matching only: an attendee never entered as a contact has no path to a record
Desktop path depends on detecting the meeting URL; lose it and recording, calendar match, opportunity assignment and CRM export all stop
ContactsStrong
Contacts auto-synced from Outlook or Google alongside emails and meetings
Sold standalone as Activity & Contact Capture at $19/user/month
N/A
No documented contact capture into the CRM
ReportsLeader
Weflow Analytics runs as a Salesforce app, consumes no Salesforce API calls
Activity trend lines, orphaned accounts with no activity in 90 days, per-user counts split by emails and meetings
Insights dashboards assembled from a report library, CSV export
N/A
No documented activity or email reporting
Analysis grounded in conversations, scorecards and intelligence items
Conversation Intelligence
Recording and transcriptionLeader
Notetaker auto-scheduled onto every external meeting from the calendar connection: Zoom, Microsoft Teams, Google Meet, Webex
96 languages with automatic detection
Recording health dashboard: meetings recorded, attempts, skipped, error rate, CSV export
Only admins can delete a recording
Strong
Bot joins the meeting as a participant by default
Same transcript and AI notes on either recording route
Speaker labels less accurate on desktop-recorded calls, by Attention's own statement
Botless recordingStrong
Desktop app records without a notetaker in the call and without capturing video, transcribing locally
Partial
Optional desktop app, macOS on Apple Silicon only, no Windows or Intel build
Needs Microphone, Screen Recording, Accessibility and Full Disk Access
Consent chat message in beta, enabled per organization on request
Microsoft Teams in a browser unsupported; network drop ends the recording with no auto-restart
In-person meetingsLeader
iOS and Android apps included free for Conversation Intelligence customers
Manual upload up to 512MB, processed through the same pipeline as a recorded meeting
N/A
Mobile capture of in-person meetings not documented
Phone callsGood
Recordings from a connected telephony provider ingested, transcribed, written back to Salesforce and scored alongside meetings
Strong
Aircall named among documented integrations
More than 200 integrations claimed by Attention, not independently verified
Salesforce write-backLeader
Conversation data written into 2 Salesforce objects: a recording object holding the summary and full transcript, plus an indexing object
Transcript reportable, permissioned, survives the subscription
Video files stay out of Salesforce, export through the public API to the customer's own cloud storage
Good
OAuth app against the Salesforce REST API, described by Attention as two-way sync
Connecting user must hold API Enabled, Customize Application and Modify All Data
A new CRM custom field populates only after someone maps it in Attention, and only on future calls
AI field updatesLeader
Writes to standard and custom objects, and to text, picklist, multi-select, number, currency, date and checkbox fields
More than 250 pre-built prompts for field updates and summaries, 2,000-character prompt limit
Per-field automatic updates without user verification, with optional PDF context (up to 3 files) and web search
Strong
Fields configured per team, free text or picklist, scoped to one conversation or a whole deal
Extraction prompt written per field, testable against a past call, plus a prompt optimizer
Nothing ships pre-built: every criterion and template customer-authored
Automatic sync the recommended default, so no human sees a value before it lands
Where nothing is found, prose describing the absence written into the field
Coaching scorecardsStrong
AI scores every call against the methodology, no manual call review
MEDDIC and MEDDPICC playbooks read the whole record with its activities, meetings and recordings, refreshed every 3 hours
Rep 360 view for rep-level coaching insight
Leader
Criteria written in natural language, minimum and maximum score described in the company's own words
Per-criterion weights, scale set per scorecard, optional midpoint
Scoped to teams and to call tags such as Discovery or Closing
Criterion testable against a real past conversation before it is saved
A new scorecard starts empty
Follow-up emailsStrong
Follow-up written in the language the meeting was held in, while the Salesforce summary follows the workspace language
Partial
Template holds a prompt rather than email copy, assigned per team
Cannot be sent from Attention: Gmail draft or clipboard the only documented destinations
The send never logged back against the opportunity
Clips and libraryGood
Free view-only licenses up to the number of recording licenses held, so enablement, product and support can watch calls
Deletion restricted to admins, so a missing recording is traceable
Strong
Snippets cut on the timeline, saved to team library folders, downloadable as MP4
Timestamped comments with @ mentions that email a link opening at that moment
Share link unauthenticated by default; restricting it to company users is an extra click
Pipeline & Forecasting
Pipeline viewsLeader
Real-time two-way Salesforce sync, so an edit in either system lands in the other
Deal board carries amount, time in stage, days to close, deal score, weighted forecast, reply rate and engagement score
Pipeline Management sold as its own product
Partial
Pipeline report segments by Attention or CRM fields, surfaces the biggest and the stagnant deals, tracks reps and teams against goal
Reporting view rather than a working pipeline
Deal intelligenceLeader
More than 50 deal-level signals feeding AI deal analysis
Deal-level AI summary reasons across every meeting on the opportunity, with communication velocity and everyone involved
AI Playbooks report per-criterion status and say when no evidence exists
Known limit: playbook scores and deal warnings are Weflow fields, not Salesforce-reportable
Strong
Deal score computed from rep behaviour, buyer engagement and conversation patterns, updating as the deal progresses
Deal deep dive into the calls behind the score
Grounded in conversation data rather than pipeline movement or CRM history
Forecast processLeader
3 methods side by side: weighted forecast from historic stage close rates, rep and manager roll-up, AI projection returning a landing range
Rep submits baseline and best case tied to named opportunities, every revision versioned, manager override, deadline locks the field
Quotas at org, team and individual with gap to target and gap to forecast
Known limit: submissions and roll-ups live in Weflow, not in Salesforce fields
Partial
Forecast categories and quota administration, plus conversation-derived pipeline reporting
No documented rep submission, manager roll-up, or multiple forecast setups
Forecast accuracyLeader
Accuracy reported per period by manager, team and individual, with team averages on their own rows
Comparison field configurable, for example Closed Won
On for every customer with the Forecasting module, no setup
N/A
No documented forecast-versus-actual accuracy measurement
AI & Automation
Ask AIStrong
Reads Salesforce records, captured emails and meetings, and the public web
Runs in the Weflow Chrome extension, including on Salesforce record pages
Meeting prep briefs generated from the calendar
Ask AI Pro included in every plan and bundle
Strong
Insights scoped per question to This Conversation or Entire Deal; the Account option present but greyed out
5 pre-built templates: Long summary, Short summary, Closing attempt, Deal risks, Active listening recap
Server-side analysis across up to 25 calls in one request
Grounded in transcripts, scorecard results and intelligence items, not general CRM fields
Agents and workflowsGood
Agent Builder priced per workspace, free tier of 25 agent actions per month in every plan, then Growth $299 and Scale $999
Agent reports delivered to a chosen Slack channel with optional PDF or CSV
Fewer connected tools for agents to act in than Attention
Leader
Low-code canvas with per-step testing and a data selector passing outputs between steps
Triggers from Attention events, connected apps, schedules or an inbound webhook
Routers, loops, storage, HTTP request and custom Node.js or TypeScript code steps
Ask OpenAI, Ask Anthropic and Perplexity available as steps
Run history step by step, workflow versioning with restore
API and MCPGood
Public API for Conversation Intelligence customers: recordings, transcripts, summaries, templates and insights
API keys created by the customer
Forecast roll-up data retrieved through the API rather than read from Salesforce
MCP for conversational call analysis inside Claude, ChatGPT and other AI assistants
Leader
Read and write MCP server, 68 tools across 15 groups, connection from Claude documented
Raw transcripts returned and full-text searchable with matching snippets
Scorecards, teams, users, roles, labels, forecast categories, CRM integrations and API keys configurable by an assistant with the admin role
Rate limits rather than metered credits
Org owner must add the connector before users connect
Integration & Platform
CRM supportGood
Salesforce only, all editions with API access, built entirely on the Salesforce API
No field mapping step at setup; custom objects, field dependencies, validation rules and permission sets respected
A team on another CRM is not a fit
Leader
Salesforce, HubSpot, Pipedrive and Zoho documented
Data held in Attention and synced out to the CRM
IntegrationsGood
Salesforce, Google Workspace, Microsoft 365, Zoom, Microsoft Teams, Google Meet, Webex, Slack, Chrome extension, Outlook add-in
Leader
More than 200 integrations claimed by Attention, not independently verified
Documented workflow destinations include Gmail, Google Sheets, Google Docs, Salesforce, HubSpot, Pipedrive, Zoho, Asana, Airtable, Notion, Linear, Snowflake and Slack
Setup and deploymentLeader
Tenant-level enrollment through a Google Workspace or Microsoft Entra ID app, no per-rep OAuth
30-45 minutes of technical integration with the Salesforce and mail admins present, about 1 hour of workspace configuration
Implementation typically 2-3 weeks, run by Weflow and not charged for
Existing conversation library migrated and reprocessed free, roughly 1-2 weeks
14-day free trial, minimum 10 licenses
Good
OAuth Salesforce connection, requiring the connecting user to hold Modify All Data
Desktop recording adds 4 macOS permissions including Full Disk Access, an IT decision rather than a rep one
Configuration prompt-driven and customer-authored across scorecards, fields and templates
No published setup or time-to-live figure
Security and governanceLeader
SOC 2 Type II, HIPAA, GDPR and CCPA compliant, zero data retention, customer data never used to train models
ISO 27001 in progress, target December 2026
Sign-in only through Salesforce OAuth and whatever SSO or two-factor the Salesforce org enforces; no separate password
Data held in the region of the customer's Salesforce instance, overridable to the EU or UK
Partial
MCP calls run under the caller's identity and permissions enforced server-side, but an org-level API key carries full organization access with no user binding
Defaults favour sharing: snippet links public unless restricted, MP4 export, automatic CRM writes recommended
Comment visibility chosen per comment, so feedback confidentiality depends on the writer
Certifications and data residency not covered by approved evidence, confirm with Attention
FAQ

Frequently asked questions

We already use Gong (or Clari, or Outreach). Can Weflow run alongside them without data conflicts?

Yes. Activity Capture has a compatibility mode for exactly this: it delays its own sync by about 10 seconds so the other tool logs the email first, then checks the message for that tool's tracking pattern and skips it if it finds one, with named sequencers shipped as presets. Everything Weflow writes lands in Salesforce as reportable data, so the tools already connected to your org read it there.

We're not on Salesforce. Can Weflow work with HubSpot or Dynamics?

No. Weflow works only with Salesforce and is built entirely on the Salesforce API. If your CRM is HubSpot, Dynamics, Pipedrive or Zoho, Attention is the better fit, since it supports all 5 natively. The Salesforce-only scope is deliberate: it's what lets the integration respect your custom objects, field dependencies, validation rules and permission sets, with no field mapping step at setup.

Our team is under 10 users. Is Weflow still an option?

Not on a paid contract: the minimum is 10 users on annual billing. Below that, the 14-day free trial is how you see it running on your own Salesforce data, with implementation done for you at no cost. Attention prices by quote, so ask them what a team your size would cost.

How long does Weflow deployment actually take, and do my reps need to do anything?

The technical integration takes 30-45 minutes with your Salesforce admin and your mail admin in the same call, plus about 1 hour to configure the workspace. Full implementation typically completes in 2-3 weeks, and what stretches it is internal alignment, deciding which methodology to score against and which fields the AI should write, rather than the product. Enrollment is centralized through the Google Workspace or Microsoft Entra ID app, so reps do nothing.

Can leadership and non-sales teams access Weflow data without buying seats?

Yes, up to a point: Weflow includes free view-only Conversation Intelligence licenses up to the number of recording licenses you hold. Product, CS, enablement and executives use them to watch recordings and read summaries, transcripts and analytics at no cost, which matters for TCO when 20 reps record but 50 stakeholders want access. On Attention's side, a shared snippet link is viewable by anyone holding it unless the sharer ticks the option restricting it to Attention users at your company.

Can we report on Weflow-captured data in our existing BI tools?

Yes. Weflow's writes land in Salesforce as reportable data, so Salesforce reports, dashboards and Flows run on it directly and your existing reporting stack reads it through the Salesforce connectors you already have. The Weflow public API pulls recordings, transcripts, summaries, templates and insights out for a warehouse or an LLM. One honest limit: deal warnings and AI Playbook scores are Weflow fields rather than Salesforce fields, so they only reach a Salesforce report if an agent writes them into a field you create.

We only need conversation intelligence right now. Do we have to buy the full platform?

No. Weflow sells modularly: Activity & Contact Capture at $19/user/mo, Conversation Intelligence at $39/user/mo, Deal Intelligence & Forecasting at $39/user/mo, or a bundle. The Revenue AI Foundation bundle of Activity Capture plus Conversation Intelligence is $49/user/mo. Different teams inside the same company can sit on different products, so you can start with one and expand without re-implementation.

We have years of calls in our current conversation intelligence tool. Do we lose them when we switch?

No. Weflow imports and reprocesses your existing recording library through the incumbent's API at no extra cost, typically in 1-2 weeks depending on volume, at libraries in the thousands of recordings. Because the transcripts are reprocessed rather than parked, a question about how an objection was handled last quarter still answers after the move.

What happens to our data if we stop using Weflow?

Everything Weflow wrote into Salesforce stays in Salesforce. Conversation data sits in 2 Salesforce objects, a recording object holding the summary and full transcript and an indexing object, so the transcript survives the end of the subscription and the reports and Flows built on that data keep working. Video files are the exception: they're held by Weflow and exported through the public API to your own cloud storage rather than stored in Salesforce.

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