Weflow Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. Which Weflow module are you asking about?
   • A) Activity & Contact Capture (email/meeting auto-sync to Salesforce)
   • B) Conversation Intelligence (AI notetaker, transcription, summaries)
   • C) Deal Intelligence & Forecasting (pipeline, deal health, forecast roll-ups)
   • D) Ask Weflow AI (natural language queries on Salesforce data)
   • E) Chrome Extension (update Salesforce from anywhere)
   • F) Mobile Copilot (in-person meetings, field updates)
   • G) Pricing, plan selection, or comparison with another tool
   • H) Something else — describe it