Feature

Contextual Suggestions

Provide relevant, in-the-moment suggestions directly in your team’s browser, keeping knowledge accessible without disrupting workflows.

Setup the Browser Tool

Simple Installation

Install the free Whale extension from Chrome Web Store or Microsoft Edge, and log in to start using it.

One-Click Access

Access playbooks, cards, and contextual suggestions instantly from your browser without switching tabs.

Icon for Chrome Web Store with text "Available in the Chrome Web Store." Image shows Google's Chrome logo alongside a screen recorder icon.
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.

Real-Time, Contextual Suggestions

Automatic Content Recognition

Whale detects URLs and key terms, delivering suggestions based on the tools or websites being used.

Seamless Training Integration

Embed relevant training content into your team’s workflow, reducing interruptions and boosting efficiency.

Enhanced Browsing for Knowledge Access

Search on the Go

Search through your Whale workspace directly from the extension, without leaving your browser.

Bookmark and Copy Content

Bookmark critical playbooks or copy information with a single click, simplifying knowledge sharing.

Image of a computer screen displaying a browser window with several tabs. An expandable sidebar shows various boards named General Knowledge, Sales Hub, Marketing Hub, Product Hub, Customer Hub, and Development Hub, catering to process documentation and onboarding.
A collection of various logos displayed against a black background.

Use Case Examples

Asana

When your team is working on a specific task in Asana, the Whale extension can suggest related process documentation, such as best practices for project management or how to assign tasks properly.

Salesforce

While using Salesforce, contextual suggestions can provide quick access to CRM-related training materials or specific SOPs for data entry and customer relationship management.

Hubspot

For marketing teams, link Whale playbooks to HubSpot tasks, so team members can easily access content about email campaigns or lead nurturing while working within the tool.

Gmail

When drafting emails, the Whale extension can suggest templates or communication guidelines, ensuring consistent messaging across teams.

Quick Guide: Using Whale’s Contextual Suggestions

See how Whale’s contextual suggestions proactively provide your team with relevant content and guidance right when they need it, enhancing on-the-job learning and productivity.

Other features

Export

Simplify sharing and analyzing data by exporting your Whale content and insights into PDF or CSV formats with just a few clicks.

Training Flows

Easily automate onboarding, knowledge sharing, and training with customized flows that deliver content in a specific order for efficient learning.

AI-Generated Quizzes

Generate quizzes in seconds using AI, transforming content into engaging assessments for process training and knowledge validation.

Onboard, train and elevate your team
with Whale

Whale is AI-powered software for documenting processes and training.