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Getting Started
Getting Started

New to Saleswhale? Here is all you need to know to kick start your journey with us!

Shivika Arora avatarGabriel Lim avatarSam Liu avatar
By Shivika and 2 others3 authors16 articles

Overview of Saleswhale


Getting started with Saleswhale
Automatic Data Collection
Popular Campaigns and Use Cases
Navigating the Saleswhale Platform
Launching A Campaign: Overview

Setting Up Saleswhale


Designing your AI Assistant's persona
Connecting Your AI Assistant's Email Inbox to Saleswhale
Email Inbox API Limits
Setting Working Hours for Your AI
Customizing Your AI Assistant's Signature
Adding a BCC email address

Account Settings


Manage your sales reps in Saleswhale
Team members
Adding lead and account custom fields
Qualified Leads Weekly Notifications
Connecting your calendar to Saleswhale
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