Getting Started

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

12 articles in this collection
Written by Thu Nguyen, Sam Liu, and Beaurhys Tan

Overview of Saleswhale

Getting started with Saleswhale

Written by Beaurhys Tan
Updated over a week ago

Automatic Data Collection

Written by Beaurhys Tan
Updated over a week ago

Inside Saleswhale

Navigating the Saleswhale Platform

Written by Sam Liu
Updated this week

Handing Over Qualified Leads to Your Team

Written by Beaurhys Tan
Updated over a week ago

Setting Up Your AI Assistant

Creating your AI Assistant's Persona

Written by Sam Liu
Updated over a week ago

Connecting Your AI Assistant

Written by Beaurhys Tan
Updated over a week ago

Customizing Your AI Assistant's Signature

Written by Beaurhys Tan
Updated over a week ago

Adding (or Removing) Sales Reps

Written by Beaurhys Tan
Updated over a week ago

Adding BCC

Written by Beaurhys Tan
Updated over a week ago

Adding or Archiving Team Members

Adding team members

Written by Sam Liu
Updated over a week ago

Archiving team members

Written by Beaurhys Tan
Updated over a week ago

Setting up Reveal

Get more revenue from your qualified leads with Reveal

Written by Thu Nguyen
Updated over a week ago