Support & Success Services

You’re never rolling this out alone

You get a dedicated success manager, backed by the whole success team. When you’re stuck, a real person answers, fast.

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4.8/5 on G2
SOC 2 certified

Customer Success

A trusted advisor who knows you

Your dedicated success manager learns your business and walks you through the platform. They stay with you after launch. A shared plan you build together, so you always know the next step and the outcome you’re driving toward.

Dedicated by name
One success manager who owns your account start to finish.
Knows your business
Context carried from every conversation you have.
Guided setup
They walk you through the platform live, at your pace.
A team behind them
Your success manager has the whole success and support team behind them.
Your onboarding plan
On track
Kickoff call & goal mapping
First 10 processes recorded
Team invited & training assigned

Meet the team behind your rollout

Real names, real faces. One of them becomes your dedicated success manager. The rest of the team has your back.

Tuck
Customer Success
"Your success isn’t my job title, it’s the job. I’m in your corner before you even have to ask, and we win together."
Eric
Customer Success
"Somewhere between a hype man and a therapist, I make sure your goals actually happen, not just get talked about.”
Stino
Head of Customer Success
"I help teams turn messy knowledge into documented excellence. And yes, I brought receipts."

Implementation

Low effort, high impact from hour one

Get started in less than an hour. Record one process a day, any process, and the library builds itself. No big project plan hanging over your team.

Live in under an hour, no setup marathon
Capture work while you do it with the Step Recorder
A knowledge base that compounds week over week
Learn more

Bring everything you already have

We migrate your existing content into Whale and structure it the way you want. After a call to map out what works best for your team, we do the heavy lifting.

Stuck in people's heads

Where it lives today

Scattered across shared Drives
Outdated docs no one trusts

Structured in Whale

Organized the way your team thinks
Owners and review intervals set
Searchable, with Alice on top

Customer Support

Honest, clear help without the runaround

We believe in help that respects your time. Quick answers about Whale live in the Help Center, and a real person is there the moment it matters.

A real person, when it counts
Start a chat → When it counts, a real person picks up. Honest, sharp help from people who know the product inside out.
Help articles
Browse the Help Center → Clear, up-to-date guides covering anything about Whale itself. Most questions are answered before you finish typing.

The Whale Universe

Free templates and live workshops to build your library faster. Take what’s useful, at your own pace.

Whale Universe

Get started

Supercharge Whale

Resources

Partner with Whale

EssentialAdvancedExpert

Record your screen

Import a Document

Draft with AI

Share your Knowledge

Loved for its overall simplicity and support

“Whale is excellent to document and organize business knowledge. Their AI makes it even easier!”
Lyndon S.Small-Business (0-50 emp.)
“Whale unifies documentation, training, and reviews in one ecosystem.”
Verified User in AccountingMid-Market (51-1000 emp.)
“All features are excellent, but the Screen Recorder has boosted productivity for our company.”
Andres A.Enterprise (> 1000 emp.)
“Whale is very user-friendly. "Alice" has been a game changer, makes finding information effortless.”
Martha Y.Mid-Market (51-1000 emp.)
“Whale's clean layout makes building and navigating SOPs a breeze.”
Harley B.Small-Business (0-50 emp.)
“Managing and write SOP versions, assign them, track progress through a dashboard, and automate revision tracking.”
Verified User in FarmingMid-Market (51-1000 emp.)
“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.”
Georgia R.Mid-Market (51-1000 emp.)
“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.”
Fábio B.Enterprise (> 1000 emp.)
“Boards, Libraries, and Playbooks keep training organized by department, so you can generate videos, SOPs, quizzes, and more for each topic.”
Ketan T.Mid-Market (51-1000 emp.)
“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.”
Anouk V.Mid-Market (51-1000 emp.)
“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.”
Shelley F.Mid-Market (51-1000 emp.)
“Whale centralizes all our SOPs with standard formatting and makes them easy to find, especially with the fast AI search across thousands of documents.”
Jitender T.Small-Business (50 or fewer emp.)

Trusted by 5K+ teams of all sizes · 4.8/5 on G2