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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!

Gabriel Lim avatar Thu Nguyen avatar Sam Liu avatar +1
19 articles in this collection
Written by Gabriel Lim, Thu Nguyen, Sam Liu and 1 other
Overview of Saleswhale

Email Inbox API Limits

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Written by Thu Nguyen
Updated over a week ago

Getting started with Saleswhale

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Written by Gabriel Lim
Updated over a week ago

Launching an AI campaign

Drive revenue and pipeline from your marketing leads with Salewhale AI campaigns.
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Written by Thu Nguyen
Updated over a week ago

Automatic Data Collection

Beaurhys Tan avatar
Written by Beaurhys Tan
Updated over a week ago
Setting Up Your AI Assistant and Sales Reps

Designing your AI Assistant's persona

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Written by Sam Liu
Updated over a week ago

Connecting AI Assistant email inbox to Saleswhale

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Written by Sam Liu
Updated this week

Customizing Your AI Assistant's Signature

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Written by Beaurhys Tan
Updated over a week ago

How your AI works with Sales Reps

Setup sales reps in Saleswhale
Beaurhys Tan avatar
Written by Beaurhys Tan
Updated over a week ago

Adding a BCC email address

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Written by Beaurhys Tan
Updated over a week ago

Adding lead custom fields

How to add more data for your leads
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Written by Beaurhys Tan
Updated over a week ago
Inside Saleswhale

Navigating the Saleswhale Platform

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Written by Sam Liu
Updated over a week ago

Handing Over Qualified Leads to Your Team

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Written by Beaurhys Tan
Updated over a week ago

Saleswhale Insights Dashboard

Get insights into your AI Assistant success to optimise their performance
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Written by Thu Nguyen
Updated over a week ago
Adding or Archiving Team Members

Adding team members

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Written by Sam Liu
Updated over a week ago

Archiving team members

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Written by Beaurhys Tan
Updated over a week ago
Setting up Reveal

Get more revenue from your qualified leads with Reveal

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Written by Thu Nguyen
Updated over a week ago
Scheduling Meetings

Auto-schedule meetings with qualified leads

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Written by Sam Liu
Updated over a week ago

Connecting your calendar to Saleswhale

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Written by Sam Liu
Updated over a week ago

Confirming auto-scheduled meetings in your calendar

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Written by Sam Liu
Updated over a week ago