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Leverage Alice, your AI assistant, to handle the heavy lifting of
process creation, training, and maintenance.
Give employees instant answers to process questions so they can keep working without interruptions or confusion.
Upload field or loom videos and watch Whale’s AI transform them into polished video guides.
Simply complete a workflow once while Whale AI automatically captures screenshots, structures steps, and generates polished process documentation in real time.
Upload existing docs and turn them into structured Whale docs while preserving your layout.
Create, rewrite, simplify, expand, and improve SOPs simply by chatting with AI.
Easily verify understanding and reinforce knowledge retention with AI generated quizzes.
Help teams move faster by automating the work behind documenting processes, and delivering guidance exactly where employees need it.
From “How do I do this?” to Alice instantly answering your team’s repetitive questions so everyone can work faster without constantly asking around.
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.
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!
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.
Whale AI makes documenting your SOPs faster than ever, and specifically relevant to your business, so your teams can scale at pace.
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.
To access the Whale MCP simply head on over to our integrations page.
Whale’s AI SOP Writer is available on all plans, including the free plan.
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.
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.
