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Web Extension

Your SOPs appear inside every tool your team uses

CoPilot puts your Whale knowledge base in a sidebar on any web page. Your team gets the right answer inside QuickBooks, HubSpot, or whatever browser tool they’re working in.
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Trusted by 5K+ teams of all sizes
|
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.

Every tool your team uses has your SOPs inside

Your team already lives inside QuickBooks, HubSpot, and a dozen other browser tools. CoPilot puts your Whale knowledge base in a sidebar on every web page, so the answer is already there when they need it.

I already explained this three times this week.

We lost that process when Sarah left.

How teams do it today

SOPs that nobody opens because they live in a separate tool

Constant tab-switching to find the right process or policy

New hires tapping colleagues on the shoulder for answers

No way to deliver the right guide at the right moment

With Whale's

Web Extension

Your SOPs appear in the sidebar of every tool they use

Search your knowledge base without leaving the page

Alice, Whale's AI assistant, answers from the sidebar

CoPilot surfaces the right guide based on the page

Your knowledge base, always one click away.

Open CoPilot anywhere on the web to search your full knowledge base, without leaving the page you’re working in. Pin your most-used SOPs for one-click access.
Install CoPilot
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 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.

Alice answers inside every tool

Ask Alice a question directly from CoPilot on any web page. Get an answer sourced from your own SOPs in seconds, so your team stops guessing and your experts stop getting interrupted.
See Alice in action

Works inside every tool your team uses

Whether your team lives in QuickBooks or any other browser tool, CoPilot works the same way. No integrations to configure. The knowledge base is there the moment the page loads.
Get started free
Icon for Chrome Web Store with text "Available in the Chrome Web Store." Image shows Google's Chrome logo alongside a screen recorder icon.

How it works

Install CoPilot in your browser

Add CoPilot from the Chrome Web Store and log in with your Whale credentials. Your full knowledge base is available in the sidebar on every page you open.

Access SOPs where you work

Open CoPilot inside whatever tool your team is working in. Browse boards or ask Alice, Whale’s AI assistant, for the answer. No tab switching.

Set up contextual suggestions

Set rules so the right SOP appears automatically based on the page your team is viewing. When someone opens a matching tool, the guide pops up without any searching.
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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 has completely transformed how we manage internal processes. Documenting SOPs is fast, and we can build and share training materials in minutes, making onboarding and team alignment significantly more efficient. Intuitive and a real game changer for productivity.

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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 company training organized by department, letting you 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. It streamlines documentation on a single platform, making it quick and easy to create guides. The step-by-step screen recorder that auto-captures screenshots is fantastic and saves me about an hour per guide. Initial setup was super easy too.

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g2stars

“Effortlessly Streamlines Team Training with Solid Support”

Whale supports training my merchandising teams with its AI and video features that break down training step by step. Creating training flows is easy, and the quizzes ensure merchandisers understand the material. Support from Stino has been great, and initial setup was smooth with all the help we needed.

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Frequently Asked Questions

Start for Free
CoPilot is available for Chrome and Microsoft Edge, plus other Chromium-based browsers like Brave and Arc. Install it directly from the Chrome Web Store in under a minute. Once installed, log in with your Whale credentials once and CoPilot persists across every tab and browser session until you log out. CoPilot is not currently available for Safari or Firefox. If your team uses those browsers, the Whale web app works as a full alternative for browsing the knowledge base or asking Alice, Whale’s AI assistant, any process question.
Yes. CoPilot works on every web page your team visits. Whether the page is HubSpot, Salesforce, Gmail, Asana, QuickBooks, or an internal tool your team built, CoPilot opens in a sidebar over the top. It does not need to be integrated with the underlying app. It runs in your browser independently, so any web-based tool is automatically compatible. The sidebar can be collapsed when you don’t need it and expanded with one click when you do. Contextual suggestions can be configured per URL pattern, so specific SOPs appear automatically when a matching page loads.
Yes. Contextual suggestions let you define rules based on URL patterns, so specific SOPs appear automatically when your team visits a matching page. You can set rules at the workspace level or at the board level, so different teams see different SOPs on the same page. For example, configure the “closing a deal” SOP to appear whenever a sales rep opens a HubSpot deal record, or configure the “handling a support escalation” SOP to appear when a support agent opens a Zendesk ticket. The rules are editable at any time, and you can preview which SOPs will surface on a given page before you publish.
CoPilot is free to install, and the core browsing and search functionality is available on every Whale plan, including the free tier. Advanced features require a paid plan: contextual suggestions for automated SOP delivery, and Alice, Whale’s AI assistant, for answering questions from your knowledge base. If you want your team to install CoPilot and search the knowledge base without leaving their work, the free plan is enough. If you want the guide to surface automatically based on what page they’re on, or want Alice to answer questions directly from the sidebar, you’ll want a paid plan.
CoPilot only reads page URLs and metadata you explicitly configure for contextual suggestions. It does not transmit or store the content of pages your team visits. The extension runs locally in the browser and only communicates with Whale servers when you search the knowledge base or ask Alice, Whale’s AI assistant, a question. No browsing data is collected or shared. CoPilot is SOC 2 Type II compliant and follows the same security standards as the rest of the Whale platform.
Guru was built as a standalone knowledge card system with a browser extension layer. CoPilot is one feature inside Whale, the AI-Powered SOP Software that gets your team trained. The SOPs your team sees in CoPilot are the same ones assigned in training flows and kept current with expert review cycles. When your team searches or opens a guide in CoPilot, it is the same guide they worked through during onboarding. Whale customers moving from Guru typically cite the value of having training and day-to-day knowledge surfacing in one platform rather than stitched across two.

Other features

Contextual Suggestions

Automatically surface the right SOP based on what page your team is viewing.

Learn more

Training Flows

Automate onboarding with structured learning paths that run on autopilot.

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Step Recorder

Capture screen clicks and turn them into formatted SOPs with screenshots.

Learn more