Getting Started

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

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16 articles in this collection
Written by Gabriel Lim, Thu Nguyen, Sam Liu and 1 other

Overview of Saleswhale

Getting started with Saleswhale

Written by Gabriel Lim
Updated over a week ago

Automatic Data Collection

Written by Shivika Arora
Updated over a week ago

Popular Campaigns and Use Cases

Playbooks to help you get started quickly

Written by Shivika Arora
Updated over a week ago

Navigating the Saleswhale Platform

Written by Sam Liu
Updated over a week ago

Launching A Campaign: Overview

Drive revenue and pipeline from your marketing leads with your Salewhale campaigns

Written by Thu Nguyen
Updated over a week ago

Setting Up Saleswhale

Designing your AI Assistant's persona

Written by Sam Liu
Updated over a week ago

Connecting Your AI Assistant's Email Inbox to Saleswhale

Written by Sam Liu
Updated over a week ago

Email Inbox API Limits

Written by Thu Nguyen
Updated over a week ago

Setting Working Hours for Your AI

Written by Shivika Arora
Updated over a week ago

Customizing Your AI Assistant's Signature

Written by Shivika Arora
Updated over a week ago

Adding a BCC email address

Written by Shivika Arora
Updated over a week ago

Account Settings

Manage your sales reps in Saleswhale

How your AI works with Sales Reps

Written by Shivika Arora
Updated over a week ago

Team members

Add or remove team members

Written by Sam Liu
Updated over a week ago

Adding lead and account custom fields

How to enrich data records for your leads and accounts

Written by Shivika Arora
Updated over a week ago

Qualified Leads Weekly Notifications

Written by Thu Nguyen
Updated over a week ago

Connecting your calendar to Saleswhale

Written by Sam Liu
Updated over a week ago