Agent Builder
Build agents to automate busywork and generate insights.
Automate manual reps and RevOps tasks. Use AI agents to create strategic insights.
Create AI agents in minutes
Run AI agents to create, research, and analyze
Generate deal, pipeline, and forecast insights at scale
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"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."
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"Weflow gives us better visibility and predictability of our business."
"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."
"None of the other tools gave us a solution like Weflow. From the beginning, we had a really smooth process."
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"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."
"I’ve worked with Gong before, but Weflow’s simplicity and real-time sync are game-changing."
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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."
What you can do with AI Workflows:
Automate your reps’ non-selling activities with AI.
Build agents that free up selling time. Provide your reps the right insights at the right time to help them close more deals.
- Auto-update Salesforce fields
- Create AI meeting briefs and follow-ups
- Run account research to get the insights you need to win
96%
of MEDDIC fields populated in Salesforce
99%
of customer interactions captured Salesforce
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Schedule AI agents that run routine RevOps tasks for you.
Stop spending endless hours on compiling reports or nudging reps to follow your process. Just build an agent instead.
- Automate routine tasks such as report creation
- Auto-nudge reps on deal follow-ups or process compliance
- Run AI workflows to flag deal, pipeline, or forecast risks
+24%
win rate using AI deal insights
-60%
slipped deals using AI deal warnings
Generate strategic insights with agents that analyze your data.
No more digging through Salesforce data. Just run AI agents to mine your CRM, calls, emails, and more.
- Understand why you win or lose deals
- See how you stack up against competitors
- Analyze objections and how to handle them
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93%
forecast accuracy running by combining
99%
of customer interactions captured Salesforce
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How Revenue Teams use Agent Builder
Automate Salesforce updates
Automate Salesforce data entry with AI to improve rep productivity.
Auto-create reports
Schedule AI agents that create deal, pipeline, and forecast reports.
Generate AI meeting briefs
Give your reps key deal context before every meeting so they walk in prepared.
Create prioritized deal lists
Give reps and managers a list of deals that need the most attention.
Next best deal actions
Guide reps with clear next steps on every deal to improve velocity.
Nudge reps
Auto-send emails to nudge reps on deal follow-ups or process compliance.
Flag deals at risk
Understand which deals are at risk and why - so you can take action.
Competitor intelligence
Analyze competitor mentions across conversations and emails.
Win-loss analysis
Analyze and understand why you’re winning and losing deals.
Pipeline Analysis
Risks, metrics, reports. Just run an AI agent to get the answers you need.
Objection handling
Understand common objections and how top performers handle them.
Forecast intelligence
Analyze risks in your forecast and act on them to improve forecast accuracy.
Weflow's Agent Builder FAQs
How is Weflow different from Gong for conversation intelligence and CRM data?
Weflow delivers the same enterprise-grade call recording and conversation intelligence as Gong, but we build it for Salesforce teams to prioritize CRM data quality over standalone call coaching. You get deep integration that automates your revenue workflows without the price tag of a $200k Gong contract. This approach makes reliable revenue intelligence accessible to mid-market teams.
How does Weflow automate Salesforce data capture without adding admin work for reps?
The platform captures your emails, meetings, and calls in the background and automatically populates the correct Salesforce records. This eliminates manual data entry entirely, freeing your reps to focus on selling. Your revenue team gets a complete, trustworthy picture of activity, pipeline, and performance without asking anyone to update fields.
Will Weflow work with our complex Salesforce environment, and how long does it take to deploy?
We designed Weflow specifically for mid-market and enterprise organizations running complex Salesforce environments and global sales teams. Because we build the platform for Salesforce teams, you can deploy our SOC 2 Type II certified solution in weeks rather than quarters. Your established RevOps team gets deep integration that handles multiple segments and regions right out of the box.
What kinds of AI workflows can we build with Weflow Agent Builder?
You can use the visual builder to create scheduled or record-triggered flows that combine decision trees with AI agents. These agents reason across your CRM data, meetings, and transcripts to output structured deal ratings, risk flags, and AI-generated forecast context. You can start with over 25 pre-built recipes for weekly at-risk opportunity reports, or build custom workflows that automatically create Salesforce tasks for your reps.
How much does Weflow cost, and is Agent Builder an extra charge?
Agent Builder comes included with every Weflow product at no additional charge. Our pricing spans individual modules like Activity & Contact Capture for $19 per user, up to Revenue AI bundles ranging from $49 to $79. This structure makes enterprise-grade tools more affordable than legacy alternatives, fitting typical mid-market budgets from $10k to $500k depending on your segment.
Is Weflow a general automation tool, or is it limited to Salesforce revenue workflows?
We built Weflow exclusively for revenue workflows using your Salesforce and Weflow data. The platform only supports Salesforce and does not replace general automation tools like Zapier or Make. Instead, it complements your existing Salesforce Flows by adding AI reasoning directly to your sales processes.
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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