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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!
By Shivika and 2 others
3 authors
16 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