Keep every customer interaction consistent and scalable

Trusted by 5K+ teams of all sizes
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4.8/5 (180+ reviews)

Create process documentation on autopilot

Whale turns your workflows into polished documentation automatically. Use Whale to generate professional SOPs, guides, and training without spending hours writing documentation.

Deliver guidance in the flow of work

Give reps instant answers and process guidance while they work instead of forcing them to search through folders or ask managers for help.

Ramp new hires faster

Help Sales, Success, and Support hires become customer-ready faster without overwhelming managers or teammates.

Standardize how teams engage with customers

Reinforce the workflows and best practices that create consistent customer experiences across the organization.

The leading standard operating procedure software

Document the way work gets done and turn it into training flows your team actually completes.

Empower your customer facing teams for every operational challenge

Document processes & SOPs

Onboard and train team members

Roll out new software

Centralize your knowledge

Ensure compliance

Automate processes

The strongest customer facing teams run on standardized processes

Every rep handles the same situation the same way, whether it’s their first week or their fifth year. The customer experience tracks your team standard regardless of who picks up the conversation.

AI-powered video documentation

Walk through a customer workflow with Step Recorder running. Alice, Whale’s AI assistant, turns the capture into an SOP plus an annotated video your CS team can rewatch.

Role based training

Assign training flows by role so a new CSM and a new support agent get onboarded on the parts of the product they actually use. The path through the tool matches the job they were hired for.

AI Chat Assistant

Alice answers product and process questions inside Slack or Teams using your team’s actual documentation. CS reps get the right answer in the same channel they’re already working in.

Browser Extension

CoPilot surfaces the right playbook inside whatever tool your rep is in. The reference loads on the page where the work is happening.
co pilot from whale

Track progress and improve

See which playbooks new reps are completing and where they pause. Coaching gets pointed at the specific gap each person has.

Why teams choose Whale

Rated ‘Best support’

Better support

Expect quick answers on your questions, top notch coaching sessions and help with migrating your existing documentation to Whale.

Rated ‘Easiest to use’

Easier to use

Clients switch from other providers to Whale mostly because of our more user-friendly environment, making it easy for any team member to document, train or get trained.

Rated ‘High performer’

Higher performance

We understand that documenting processes takes work. Everything we provide in and around our platform is aimed at making the heavy lifting lighter, and shortening the time to value.

Trusted by 5K+ teams of all sizes

|

4.8/5 (180+ reviews)

Loved for its overall simplicity and support

Integrations

Whale works where you do.

Don’t change your workflow. Whale integrates with the tools your team already uses, providing answers exactly when they’re needed.

Frequently asked questions

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