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 yesterday

Automatic Data Collection

Written by Shivika Arora
Updated yesterday

Popular Campaigns and Use Cases

Playbooks to help you get started quickly

Written by Shivika Arora
Updated yesterday

Navigating the Saleswhale Platform

Written by Sam Liu
Updated yesterday

Launching A Campaign: Overview

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

Written by Thu Nguyen
Updated yesterday

Setting Up Saleswhale

Designing your AI Assistant's persona

Written by Sam Liu
Updated yesterday

Connecting Your AI Assistant's Email Inbox to Saleswhale

Written by Sam Liu
Updated yesterday

Email Inbox API Limits

Written by Thu Nguyen
Updated yesterday

Setting Working Hours for Your AI

Written by Shivika Arora
Updated yesterday

Customizing Your AI Assistant's Signature

Written by Shivika Arora
Updated yesterday

Adding a BCC email address

Written by Shivika Arora
Updated yesterday

Account Settings

Manage your sales reps in Saleswhale

How your AI works with Sales Reps

Written by Shivika Arora
Updated yesterday

Team members

Add or remove team members

Written by Sam Liu
Updated yesterday

Adding lead custom fields

How to add more data for your leads

Written by Shivika Arora
Updated yesterday

Qualified Leads Weekly Notifications

Written by Thu Nguyen
Updated yesterday

Connecting your calendar to Saleswhale

Written by Sam Liu
Updated yesterday