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Flag the step. Ask the question. Fix the SOP

Threaded comments on any card or guide capture feedback where the process lives. Your team flags stale steps, asks questions, and suggests edits without leaving Whale.
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Trusted by 5K+ teams of all sizes
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4.8/5 (180+ reviews)
Fernlea
Harvard
Allstate
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Johnstone
Keplr
Kestra
Mara
Taxrise
Venshure

Can you just show me how to do that again?

Our training is just... a folder of PDFs.

Your SOPs go stale because nobody flags them

Your team already spots the stale steps while running the process. Comments attach the fix to the step, so the next person who opens the SOP sees the question, the answer, and the update.

I already explained this 3 times this week.

I don't know... Sarah used to do that.

How teams do it today

SOPs go stale because nobody flags the broken step

Feedback gets buried in Teams threads the author misses

The same question gets asked every onboarding cycle

Edits happen weeks after the problem was spotted

With Whale's

Comments

Team members flag the exact step that needs an update

Every comment attaches to the card, not to a chat channel

One answer in the thread is visible to everyone who opens the card

Resolved comments turn into SOP edits while the problem is fresh

Comments live on the card, not in Teams

Open any card or step-by-step guide and drop a comment directly on the content. The comment stays with the SOP for every future reader. Nobody has to dig through Teams, email, or a DM thread to find the feedback that led to the current version.
See it in Whale
A computer screen displays a "New Hire Onboarding Process" page. Various icons for embedding video, images, and files from Google Drive, OneDrive, and other sources are visible, ensuring seamless employee training.
A desktop and mobile screen displaying a software interface for "Sales Best Practices." The mobile screen shows an AI assistant named Alice answering a query about sales practices, highlighting the importance of SOPs for efficient onboarding.

Threaded replies. Resolve, reopen, repeat

Reply in a thread to keep the conversation tight. Mark a comment as resolved when the answer lands or the SOP gets updated. Reopen it if the same issue surfaces again later. Every comment is timestamped and attributed, so the trail of how a process evolved is always visible.
Try it out

Every resolved comment makes Whale smarter

A resolved comment often means the SOP was edited. That edit flows into every assigned training flow, so the next person onboarding reads the updated version. Alice, Whale’s AI assistant, pulls answers from the latest card. CoPilot surfaces the updated SOP inside the tool where the work happens.
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Screenshot of a Gmail interface showing an email with the subject "Expense notes report." A popup to the right provides a card titled "How to generate expense reports," which is ideal for employee training and onboarding.

How it works

Comment on the exact step

Open a card or a step-by-step guide, click the comment icon, and leave a question, a flag, or a suggested edit attached to the content.

The thread resolves the question

The author or a subject matter expert replies in the thread. The SOP gets updated if needed. Mark the comment resolved and the thread collapses out of the way.

The next reader sees the current version

Assigned trainees, Alice, and CoPilot all pull from the updated card. No re-announcement, no stale handout, no outdated onboarding.
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Trusted by 5K+ teams of all sizes

|

4.8/5 (180+ reviews)

Loved for its overall simplicity and support

g2stars

“Exceptional Tool for Business Knowledge”

Whale is excellent to document and organize business knowledge. Their AI makes it even easier!

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Lyndon S.
Small-Business (0-50 emp.)
g2stars

“Whale Keeps Work Organized and Teams Confident”

Whale unifies documentation, training, and reviews in one ecosystem.

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Verified User in Accounting
Mid-Market (51-1000 emp.)
g2stars

“Screen Recorder Transformed Our Productivity”

All features are excellent, but the Screen Recorder has boosted productivity for our company.

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Andres A.
Enterprise (> 1000 emp.)
g2stars

“User-Friendly Platform with Great Features”

Whale is very user-friendly. "Alice" has been a game changer, makes finding information effortless.

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Martha Y.
Mid-Market (51-1000 emp.)
g2stars

“Intuitive, fresh and easy!”

Whale's clean layout makes building and navigating SOPs a breeze.

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Harley B.
Small-Business (0-50 emp.)
g2stars

“Productivity Unleashed!”

Managing and write SOP versions, assign them, track progress through a dashboard, and automate revision tracking.

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Verified User in Farming
Mid-Market (51-1000 emp.)
g2stars

“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.

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Georgia R.
Mid-Market (51-1000 emp.)
g2stars

“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.

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Fábio B.
Enterprise (> 1000 emp.)
g2stars

“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.

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Ketan T.
Mid-Market (51-1000 emp.)
g2stars

“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.

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Anouk V.
Mid-Market (51-1000 emp.)
g2stars

“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.

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Shelley F.
Mid-Market (51-1000 emp.)
g2stars

“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.

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Jitender T.
Small-Business (50 or fewer emp.)

Frequently Asked Questions

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Any user with access to a card can leave a comment. Visibility follows the card’s permissions, so a comment on a restricted card is only visible to users who can open that card. Admins and editors can pin, resolve, or delete comments on any card they can edit. Guests on public shared links cannot comment, they can only view the published SOP.
Notifications follow each user’s channel preferences. If a user has connected Microsoft Teams or Slack, mentions and replies arrive as direct messages in that channel. Email and in-app notifications are always available. The user sees the comment in context with a direct link to the card, so they never have to hunt for what triggered the notification.
Yes. When the question is answered or the SOP gets updated, mark the comment resolved and it collapses out of the active view. If the same issue surfaces later, reopen the original thread instead of starting a new one. The full history is preserved so anyone reviewing the process can see how it evolved.
When a comment leads to an SOP edit, the edit flows into every place that card appears. Assigned training flows pull the updated version. Alice, Whale’s AI assistant, answers from the latest card. CoPilot surfaces the current SOP inside other tools. Version history tracks the change so you can see exactly what the comment drove.
Comments are a Power-Up add-on available from the Team plan upward. The add-on covers threaded comments on cards and step-by-step guides, resolve and reopen, mentions across Teams, Slack, and email, and visibility of the comment trail in version history. Free and Essentials plans do not include comments.
Notion and Confluence comments live on a page in a general-purpose workspace. A comment on a Whale card is attached to a structured SOP that runs inside training flows, gets quizzed, and is surfaced by CoPilot inside the tools where the process actually runs. Whale is AI-Powered SOP Software that gets your team trained, so a resolved comment drives the training your team sees next week, not just a cleaner paragraph in a wiki.

Other features

Version History

See who changed what, when, and roll it back in one click.

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Experts & Reviews Cycles

Keep SOPs current with automated review reminders and expert assignments.

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Rich Media Editor

Add images, video, tables, and embedded content to any SOP.

Learn more