Whale turns how your team works into SOPs the whole team follows. Alice AI answers process questions instantly, so no one digs through old docs.
Save time and rely on a wide range of AI-powered tools to capture your every process into great-looking documentation that’s easy to follow.
Deliver instant answers wherever your team works with Whale’s browser extension, mobile app, and AI-powered chat assistant.
Capture expertise once and help your new hires ramp faster with role based training flows and quizzes generated directly from your documented knowledge in Whale.
Eliminate outdated documentation with one centralized place for approved, reviewed and up-to-date processes.
Turn tribal knowledge into clear, versioned procedures your whole team can follow.
Trigger the right training and tasks automatically when key events happen on your team.
Ramp new hires in days, not weeks, with guided training tracks and built-in verification.
Drive adoption of every new tool with step-by-step guides that meet people in the flow of work.
One searchable source of truth, so answers live in Whale instead of someone’s inbox.
Track who has read and understood every policy, with audit-ready records on demand.
Whale turns the way you work into trained teams. Alice AI answers your team’s questions, so they stop asking you.
Whale’s import tool pulls in PDFs, Word files, and pages from Notion, Google Docs, or Confluence without you rewriting anything. Alice, Whale’s AI assistant, can restructure messy legacy content into clean SOPs in seconds. On Scale and above, your Customer Success team runs the migration with you at no extra cost.
Start with one team and a few high-impact processes instead of trying to document everything at once. Your Customer Success Manager helps you map the structure and plan the rollout. The template library gives you a layout to copy, and Alice, Whale’s AI assistant, drafts and organizes SOPs from a quick recording or a rough outline. Most teams then expand department by department once the first rollout sticks.
Every SOP gets a review owner and a review cycle, so the right person gets a reminder before content goes out of date. Version history tracks what changed, and analytics surface which SOPs have not been opened in months so you know what to retire.
CoPilot surfaces the right SOP inside the tools your team already uses (Gmail, HubSpot, Salesforce, or any other web tool) so nobody switches tabs. Alice, Whale’s AI assistant, answers ad-hoc questions in Slack and Teams, and mobile plus QR-code access covers deskless or frontline workers. Your Customer Success team also runs coaching sessions and tracks adoption with you, so rollout does not stall after week one.
Alice draws answers directly from your published SOPs and cites the source card every time, so your team can verify in one click. If a question is not documented yet, Alice says so instead of guessing.
