For IT teams
Stop solving
the same issue twice
Whale turns how your team resolves issues into runbooks anyone can follow. Alice AI surfaces the fix in seconds, so tickets stop landing on the same person.
- 4.8/5 on G2
- SOC 2 certified
Here’s how to submit an expense report:
The problem
Your team loses hours re-solving what's already fixed
Challenge 1
The same issues keep coming back
Without standardized procedures, recurring issues persist, consuming valuable time and causing disruptions to IT operations.
Challenge 2
Know-how sits with a few people
IT teams often struggle when critical knowledge is siloed, leading to inconsistent troubleshooting and slower project completion.
Challenge 3
New hires take months to ramp
New hires in IT can take months to fully ramp up without clear documentation and process training, delaying key projects.
How teams do it today
Without Whale: The same issue gets re-solved from scratch repeatedly.
With Whale: The fix is documented once and reused every time.
Without Whale: Troubleshooting depends on whoever happens to know.
With Whale: Knowledge lives in Whale, so anyone can troubleshoot.
Without Whale: New hires take months because nothing's written down.
With Whale: Role-based paths get new hires productive in days.
Without Whale: Engineers lose hours searching for existing answers.
With Whale: Engineers ask Alice and get verified answers instantly.
Solution
Stop re-solving what your team already figured out
Document how your team resolves issues and runs systems, and turn it into training that sticks.
- Create clear procedures fast with AI, screen recordings, and templates.
- CoPilot surfaces the right runbook inside the dashboard or app your team is already working in, so they fix the issue without switching tabs or searching.
- Engineers ask Alice, Whale’s AI assistant, and get the verified answer in plain language, pulled straight from your approved runbooks.
- Design custom training journeys for each role and let automation deliver them, so people move through subjects without waiting.
Features
Simple yet powerful tools for documentation & training
AI Writing Assistant
Use the AI writing assistant to create new procedures faster and with less effort.
Learn moreStep Recorder
Automatically document every click, keystroke, and navigation path to create detailed, step-by-step instructions.
Learn moreScreen Recorder
Create bite-size videos to show how to perform specific tasks or follow procedures.
Learn moreSOP & Process Templates
Create new procedures by using pre-built templates that save time, reduce effort, and ensure best practices.
Learn moreAsk Alice AI
Ask Alice, Whale’s AI assistant, to retrieve the answer to any of your questions, from your mobile device or web app.
Learn moreCoPilot
CoPilot surfaces the right SOP inside the tools your team already uses, so the answer comes to them.
Learn moreExperts & Reviews
Assign ownership of your knowledge and regularly review its accuracy.
Learn moreRich Editor
Capture easy-to-digest information using text, videos, GIFs, images and much more.
Learn more
The numbers speak for themselves
50%faster onboarding
#1in Customer Service on G2, 3 years running
4.8/5rating on G2
IT teams using Whale see results in the first few weeks.
Success stories
Real results for teams small and big.
How TurnUp gets new hires working from day one
TurnUp
Read the story →: How TurnUp gets new hires working from day one
How Wolfe Ridge Manufacturing turns tribal knowledge into procedures anyone can follow
Wolfe Ridge Manufacturing
Read the story →: How Wolfe Ridge Manufacturing turns tribal knowledge into procedures anyone can follow
How Cash-Wa Direct cut training time in half with a system that tracks comprehension
CashWa Direct
Read the story →: How Cash-Wa Direct cut training time in half with a system that tracks comprehension
How Aurora Medical Spa trains its team across 7 locations
Aurora Medical Spa
Read the story →: How Aurora Medical Spa trains its team across 7 locations
How Oxygen Service Company finally mastered the EOS process component
Oxygen Service Company
Read the story →: How Oxygen Service Company finally mastered the EOS process component
How Image Solutions aligned a 100-person team on processes and kept them engaged
Image Solutions
Read the story →: How Image Solutions aligned a 100-person team on processes and kept them engaged
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.)
Security
Security your IT team
can sign off on
What IT asks about before a rollout, answered.
SOC 2 certified
How your procedures and records are stored and protected is independently audited.
Granular permissions and enforced SSO
Available from the Advance plan, so access control matches how your organisation is already set up.
GDPR aligned
EU and UK data rights documented in the Whale Trust Center.
Your data, your region
Hosted in the US or the EU, whichever you choose.
Enterprise agreements
A BAA is signed on request on the Enterprise plan.
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
Book a Demo01How to use Whale for IT?
Use Whale to turn fixes and configurations into runbooks, capturing them with the Step Recorder as you work through them once. Contextual suggestions surface the right runbook inside the dashboards and tools your team already uses. Assign role-based training flows to ramp new engineers, and give every runbook an owner and a review date so it stays accurate.
02How does Whale stop the same issues being re-solved over and over?
Document the fix once and it is resolved the same way every time. Engineers search Whale or ask Alice and get the verified answer in seconds instead of rediscovering it.
03Can knowledge surface inside the tools my team already uses?
With contextual suggestions, the right runbook appears inside the dashboard or app your team is already in, so they fix the issue without leaving the screen.
04How long does it take new IT hires to ramp up?
Role-based training paths get new hires running real tasks in days instead of months, because the process is written down rather than learned by shadowing.
05Is our documentation kept accurate over time?
Assign owners to critical knowledge and schedule reviews, so runbooks and procedures stay current instead of going stale.
06How fast can we capture a fix or config as a runbook?
Use the Step Recorder to capture it once as you do it, and Whale turns your clicks into a step-by-step runbook the whole team can follow.
