Put your documentation
on autopilot with AI
Leverage Alice, your AI assistant, to handle the heavy lifting of process creation, training, and maintenance.
- 4.8/5 on G2
- SOC 2 certified
Here’s how to submit an expense report:
AI Chat
Give employees instant answers to process questions so they can keep working without interruptions or confusion.
Video Convertor
Upload field or loom videos and watch Whale’s AI transform them into polished video guides.
Video Guide Creator
Simply complete a workflow once while Whale AI automatically captures screenshots, structures steps, and generates polished process documentation in real time.
Document Importer
Upload existing docs and turn them into structured Whale docs while preserving your layout.
AI writer assistant
Create, rewrite, simplify, expand, and improve SOPs simply by chatting with AI.
AI Quiz Generator
Easily verify understanding and reinforce knowledge retention with AI generated quizzes.
Reduce manual busy work
Help teams move faster by automating the work behind documenting processes, and delivering guidance exactly where employees need it.
Start Documenting
Alice, your team’s new favorite team member
From “How do I do this?” to Alice instantly answering your team’s repetitive questions so everyone can work faster without constantly asking around.
Start Training
AI built for process-driven teams
Whale brings all your team knowledge into one centralized platform. Standardize processes, keep documentation up to date, and give every team a single source of truth they can actually trust.
Start Standardizing
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!
Security
Security your IT team
can sign off on
What IT asks about before a rollout, answered.
SOC 2 certified
How your procedures and records are stored and protected is independently audited.
Granular permissions and enforced SSO
Available from the Advance plan, so access control matches how your organisation is already set up.
GDPR aligned
EU and UK data rights documented in the Whale Trust Center.
Your data, your region
Hosted in the US or the EU, whichever you choose.
Enterprise agreements
A BAA is signed on request on the Enterprise plan.
Frequently asked questions
Book a Demo01How can I use Whale AI in my business?
With the AI Writing Assistant you can create SOPs in seconds. Alice, the AI assistant in Whale, gives employees instant answers to process questions. Whale also has its own remote Model Context Protocol (MCP) server, which connects AI tools like Claude directly to your Whale SOP software workspace.
02Why use Whale AI?
Whale AI makes documenting your SOPs faster than ever, and specifically relevant to your business, so your teams can scale at pace.
03How is my data used by Knowledge Agents?
Knowledge Agents follow Whale’s security and privacy standards. No customer data is stored with third-party partners or used to train third-party models. Any data processed through LLMs is deleted automatically after processing. Personally identifiable information (PII) is never shared unless you explicitly include it in your content. Learn more on our security page.
04How can I get the Whale MCP?
To access the Whale MCP simply head on over to our integrations page.
05How can I get Whale's AI SOP Writer?
Whale’s AI SOP Writer is available on all plans, including the free plan.
06How easy is it to switch from another platform?
Switching is straightforward. Import your existing documents and PDFs and Whale’s AI organizes and standardizes them into consistent SOPs, and the Step Recorder captures any process that was never written down. Whale’s customer success team supports the migration, so you are not moving your documentation on your own.
07How easy is it to onboard my team members onto Whale?
Whale has a dedicated customer success team that supports new customers all the way from migrating their old documentation to creating new ones and using them to train new and current team members.