Customer Facing Teams
Keep every customer interaction
consistent and scalable
- 4.8/5 on G2
- SOC 2 certified
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.
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.
- 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.
- 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.
- 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.
- CoPilot surfaces the right playbook inside whatever tool your rep is in. The reference loads on the page where the work is happening.
- See which playbooks new reps are completing and where they pause. Coaching gets pointed at the specific gap each person has.
Rated on G2
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.
In their own words
Loved for its overall simplicity and support
“Exceptional Tool for Business Knowledge”
Whale is excellent to document and organize business knowledge. Their AI makes it even easier!
Lyndon S.Small-Business (0-50 emp.) “Whale Keeps Work Organized and Teams Confident”
Whale unifies documentation, training, and reviews in one ecosystem.
Verified User in AccountingMid-Market (51-1000 emp.) “Screen Recorder Transformed Our Productivity”
All features are excellent, but the Screen Recorder has boosted productivity for our company.
Andres A.Enterprise (> 1000 emp.) “User-Friendly Platform with Great Features”
Whale is very user-friendly. "Alice" has been a game changer, makes finding information effortless.
Martha Y.Mid-Market (51-1000 emp.) “Intuitive, fresh and easy!”
Whale's clean layout makes building and navigating SOPs a breeze.
Harley B.Small-Business (0-50 emp.) “Productivity Unleashed!”
Managing and write SOP versions, assign them, track progress through a dashboard, and automate revision tracking.
Verified User in FarmingMid-Market (51-1000 emp.) “My company utilizes Whale for our SOP’s and FAQ’s.”
Everything is very easy to locate and the search bar is my favorite feature. When I need a quick answer I turn to Whale to find what I am looking for.
Georgia R.Mid-Market (51-1000 emp.) “Whale Streamlined Our Processes and Boosted Team Onboarding”
Whale transformed how we manage internal processes. Documenting SOPs is fast and we can build and share training materials in minutes, making onboarding significantly more efficient.
Fábio B.Enterprise (> 1000 emp.) “Whale Keeps Department Training Organized with Boards, Libraries, and Playbooks”
Boards, Libraries, and Playbooks keep training organized by department, so you can generate videos, SOPs, quizzes, and more for each topic.
Ketan T.Mid-Market (51-1000 emp.) “Streamlines Documentation with Ease”
I use Whale for company handbooks, regulations, how-to's, and manuals, all on one platform. The step-by-step screen recorder auto-captures screenshots and saves me about an hour per guide.
Anouk V.Mid-Market (51-1000 emp.) “Effortlessly Streamlines Team Training with Solid Support”
Whale supports training my merchandising teams with AI and video features that break down training step by step. Creating training flows is easy, and quizzes ensure the material lands.
Shelley F.Mid-Market (51-1000 emp.) “Effortless SOP Management with Stellar AI Search”
Whale centralizes all our SOPs with standard formatting and makes them easy to find, especially with the fast AI search across thousands of documents.
Jitender T.Small-Business (50 or fewer emp.)
Use cases
Empower your team for every operational challenge
Document processes & SOPsTurn tribal knowledge into clear, versioned procedures your whole team can follow.
Train AI AgentsTrigger the right training and tasks automatically when key events happen on your team.
Onboard & train your teamRamp new hires in days, not weeks, with guided training tracks and built-in verification.
Roll out new softwareDrive adoption of every new tool with step-by-step guides that meet people in the flow of work.
Centralize your knowledgeOne searchable source of truth, so answers live in Whale instead of someone’s inbox.
Ensure complianceTrack who has read and understood every policy, with audit-ready records on demand.
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.
See our Integrations
Frequently asked questions
01How do customer-facing teams use Whale?
Document how your Sales, Success and Support teams handle customers as SOPs, then turn them into training flows per role. Alice, Whale’s AI assistant, answers product and process questions in Slack or Teams from your own documentation, and CoPilot surfaces the right playbook inside the tool your rep is working in.
02Our reps don't have time to go looking for SOPs mid-call.
That’s exactly what CoPilot is built for. It surfaces the right SOP or answer directly inside the tools your team is already using. No tab switching, no searching, no interruption. The process finds the rep, not the other way around.
03Our sales and support processes change constantly. How do we keep everyone current?
You update the SOP once in Whale and the change reaches everyone immediately. Alice, Whale’s AI assistant, always pulls from the latest version of your documentation, so no rep is ever acting on an outdated process or a screenshot someone saved two product versions ago.
04Can a new CSM and a new support agent get different onboarding?
Yes. Assign training flows by role, so each new hire is onboarded on the parts of the product they actually use. Their path through Whale matches the job they were hired for.
05How do we capture a customer workflow without writing it from scratch?
Walk through the workflow once with Step Recorder running. Alice, Whale’s AI assistant, turns the capture into an SOP plus an annotated video your team can rewatch.
06How do we know which reps need coaching?
See which playbooks new reps are completing and where they pause. Coaching goes to the specific gap each person has instead of a generic refresher.