Keep every customer interaction consistent and scalable

Trusted by 5K+ teams of all sizes
|
Five star G2 rating
4.8/5 (180+ reviews)
G2 logo

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.

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.

Ramp new hires faster

Help Sales, Success, and Support hires become customer-ready faster without overwhelming managers or teammates.

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.

AI-powered video documentation

Turn any process into a polished video guide automatically, complete with screenshots, annotations and clear step-by-step instructions.

Role based training

Deliver only the training employees need based on their role, team, or responsibilities so people learn faster without being overwhelmed.

CoPilot

Deliver contextual process guidance directly inside your software stack so employees can learn without switching tabs or searching through folders.
co pilot from whale

Alice, Whale's AI assistant

Give employees instant answers to process questions so they can keep working without interruptions or confusion.

Track progress and improve

Track team and individual progress, uncover knowledge gaps, and continuously improve training with clear insights into how your employees learn and perform.

Features that get this done

Step Recorder

Record once. Get a finished SOP.

Step Recorder captures every click as you work. You get a video of the process, annotated screenshots, and a written step-by-step guide. Teams document 84% faster with Step Recorder.

Contextual Suggestions

Show the right SOP inside the tool your team is working in

Set a URL or keyword rule. CoPilot surfaces the matching SOP inside HubSpot, Salesforce, Zendesk, Gmail, QuickBooks, or any web tool your team opens.

Alice, Whale's AI assistant

Elevate your team in the blink of AI

Whale AI speeds up the creation of SOPs, trains your team more efficiently, and gives everyone the answers they need to do their best work.

Training Flows

Build the onboarding path once. Assign it to every new hire.

Sequence playbooks, videos, and quizzes into a structured training path. Assign by role or group, track completion, and let Alice, Whale’s AI assistant, answer questions along the way.

Checklist

Run every process the same way, every time

Checklists turn any procedure into an executable task list your team runs in real time. Every step is ticked off, photos are captured as evidence, and every run is timestamped and logged.

Analytics & Reporting

See what your team uses, what they skip, and who needs help

Whale tracks every view, assignment, quiz, and search across your workspace. You get a live picture of adoption, training progress, and content gaps in one place.

Trusted by 5K+ teams of all sizes

|

Five star G2 rating

4.8/5 (180+ reviews)

G2 logo

Loved for its overall simplicity and support

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.

Slack logo
monday.com logo
ClickUp logo
BambooHR logo
ADP logo
Asana logo
Gmail logo
HubSpot logo
Intercom logo

Frequently asked questions

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.
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.
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.
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.
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.
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.
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.