Customer Facing Teams
Keep every customer interaction
consistent and scalable
- 4.8/5 on G2 · 208 reviews
- SOC 2 certified
Create process documentation on autopilot
Whale turns your workflows into polished documentation automatically. Use Whale to generate professional SOPs, guides, and training without spending hours writing documentation.
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Deliver guidance in the flow of work
Give reps instant answers and process guidance while they work instead of forcing them to search through folders or ask managers for help.
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Ramp new hires faster
Help Sales, Success, and Support hires become customer-ready faster without overwhelming managers or teammates.
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The leading standard operating procedure software
If you’re looking for a tool where you could step record, screen record, automate onboarding with processes, train your teams with quizzes….and more, then you need Whale!
The strongest customer facing teams run on standardized processes
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 contextual process guidance directly inside your software stack so employees can learn without switching tabs or searching through folders.
- Turn any process into a polished video guide automatically, complete with screenshots, annotations and clear step-by-step instructions.
- Deliver only the training employees need based on their role, team, or responsibilities so people learn faster without being overwhelmed.
- Give employees instant answers to process questions so they can keep working without interruptions or confusion.
- Track team and individual progress, uncover knowledge gaps, and continuously improve training with clear insights into how your employees learn and perform.
In their own words
Loved for its overall simplicity and support
“Exceptional Tool for Business Knowledge”
Whale is excellent to document and organize business knowledge. Their AI makes it even easier!
Lyndon S.Small-Business (0-50 emp.) “Whale Keeps Work Organized and Teams Confident”
Whale unifies documentation, training, and reviews in one ecosystem.
Verified User in AccountingMid-Market (51-1000 emp.) “Screen Recorder Transformed Our Productivity”
All features are excellent, but the Screen Recorder has boosted productivity for our company.
Andres A.Enterprise (> 1000 emp.) “User-Friendly Platform with Great Features”
Whale is very user-friendly. "Alice" has been a game changer, makes finding information effortless.
Martha Y.Mid-Market (51-1000 emp.) “Intuitive, fresh and easy!”
Whale's clean layout makes building and navigating SOPs a breeze.
Harley B.Small-Business (0-50 emp.) “Productivity Unleashed!”
Managing and write SOP versions, assign them, track progress through a dashboard, and automate revision tracking.
Verified User in FarmingMid-Market (51-1000 emp.) “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.
Georgia R.Mid-Market (51-1000 emp.) “Whale Streamlined Our Processes and Boosted Team Onboarding”
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.) “Whale Keeps Department Training Organized with Boards, Libraries, and Playbooks”
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.) “Streamlines Documentation with Ease”
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.) “Effortlessly Streamlines Team Training with Solid Support”
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.) “Effortless SOP Management with Stellar AI Search”
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.)
Use cases
Empower your team for every operational challenge
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Document processes & SOPs Turn tribal knowledge into clear, versioned procedures your whole team can follow. -
Train AI Agents Trigger the right training and tasks automatically when key events happen on your team. -
Onboard & train your team Ramp new hires in days, not weeks, with guided training tracks and built-in verification. -
Roll out new software Drive adoption of every new tool with step-by-step guides that meet people in the flow of work. -
Centralize your knowledge One searchable source of truth, so answers live in Whale instead of someone’s inbox. -
Ensure compliance Track who has read and understood every policy, with audit-ready records on demand.
Integrations
Whale works where you do.
Don’t change your workflow. Whale integrates with the tools your team already uses, providing answers exactly when they’re needed.
See our Integrations
Frequently asked questions
Book a Demo01 How to use Whale for customer-facing teams?
Use Whale to document your service and sales processes as SOPs so every rep handles a customer the same way. Build a training flow per role and assign it, then use quizzes to check understanding before someone speaks to a customer. Contextual suggestions surface the right procedure inside the tools your team already uses, and reporting shows what has been completed.
02 Our reps don't have time to go looking for SOPs mid-call.
That’s exactly what CoPilot is built for. It surfaces the right SOP or answer directly inside the tools your team is already using. No tab switching, no searching, no interruption. The process finds the rep, not the other way around.
03 Our sales and support processes change constantly. How do we keep everyone current?
You update the SOP once in Whale and the change reaches everyone immediately. Alice, Whale’s AI assistant, always pulls from the latest version of your documentation, so no rep is ever acting on an outdated process or a screenshot someone saved two product versions ago.
04 How much faster do customer-facing hires become customer-ready with Whale?
Customers commonly report onboarding time cut by 40 to 50 percent. Training flows assign the right content by role from day one: product knowledge, call scripts, escalation paths, tool guides. New hires reach full productivity in days instead of weeks, without pulling senior reps off the floor to shadow them.
05 Our top reps all do things their own way. How do we standardize without a fight?
You document the best version of the process once, ideally from your top performer, and make it the team standard. Step Recorder captures it in minutes. Alice, Whale’s AI assistant, cleans the draft. From that point, every rep follows the same path and every new hire starts from the same baseline.
06 Does Whale work for Sales, Support, and Customer Success separately or is it one-size-fits-all?
Separately. You can build distinct libraries for each team, assign Training flows by role or department, and control who sees what. A support rep’s onboarding path looks nothing like a sales rep’s. Whale keeps them separate by design.
07 We already use Guru or Notion for our knowledge base. Why do we need Whale?
Whale isn’t a wiki. Static pages solve the “where is it” problem but not the “will anyone use it” problem. Whale adds Training flows with completion tracking, Alice for conversational answers, CoPilot for in-tool delivery, and analytics that show you whether your customer-facing processes are actually being followed.