Feature

Training Flows

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

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Build Tailored Training Paths

Set Flow Triggers

Choose when the flow should start, like when a new user joins or a specific event occurs.

Assign Content

Automatically assign playbooks, cards, quizzes, or badges to users based on your training needs.

A flowchart titled "Sales Training Flow" depicts three steps: trigger sales training flow, assign sales process training, and wait for 1 day. A highlighted trigger is set to add all users to the sales reps group, enhancing SOPs for streamlined employee training.
A dashboard displays quiz analytics showing 1 total enrollment, 100% open rate, 0% overdue, 0% completed, and an average score of 0%. The table lists 7 users with their quiz performance data, perfect for tracking onboarding progress through detailed process documentation.

Manage Actions and Delays

Add Delays Between Actions

Set delays between assignments, such as hours, days, or weeks, to control the pace of training.

Flexible Step Management

Easily add or adjust steps within the flow to fine-tune the learning process.

Track and Update Flows

Pause and Edit Flows

Pause, edit, or reactivate flows as needed to keep training relevant and aligned with current processes.

Monitor Completion

Track users as they complete assignments, ensuring progress through the flow.

Illustration of a user interface with a sidebar showing percentages and three overlapping cards with profiles and text, ideal for onboarding new users or detailing SOPs.

Quick Guide: Using Whale’s Training Flows

Learn how Training Flows guide your team through step-by-step learning paths for effective onboarding and skill development. Watch this video to see how you can create engaging, structured training experiences with ease.

Other features

Experts & Reviews Cycles

Assign experts to manage specific playbooks and set automated review cycles, ensuring your documentation stays current and accurate.

Comments

Enhance Collaboration and Process Improvement with Whale's Comments Feature

Export

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

Onboard, train and elevate your team
with Whale

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