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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!
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19 articles in this collection
Written by
Gabriel Lim,
Thu Nguyen,
Sam Liu
and 1 other
Overview of Saleswhale
Email Inbox API Limits
Written by
Thu Nguyen
Updated over a week ago
Getting started with Saleswhale
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.
Written by
Thu Nguyen
Updated over a week ago
Automatic Data Collection
Written by
Beaurhys Tan
Updated over a week ago
Setting Up Your AI Assistant and Sales Reps
Designing your AI Assistant's persona
Written by
Sam Liu
Updated over a week ago
Connecting AI Assistant email inbox to Saleswhale
Written by
Sam Liu
Updated this week
Customizing Your AI Assistant's Signature
Written by
Beaurhys Tan
Updated over a week ago
How your AI works with Sales Reps
Setup sales reps in Saleswhale
Written by
Beaurhys Tan
Updated over a week ago
Adding a BCC email address
Written by
Beaurhys Tan
Updated over a week ago
Adding lead custom fields
How to add more data for your leads
Written by
Beaurhys Tan
Updated over a week ago
Inside Saleswhale
Navigating the Saleswhale Platform
Written by
Sam Liu
Updated over a week ago
Handing Over Qualified Leads to Your Team
Written by
Beaurhys Tan
Updated over a week ago
Saleswhale Insights Dashboard
Get insights into your AI Assistant success to optimise their performance
Written by
Thu Nguyen
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
Scheduling Meetings
Auto-schedule meetings with qualified leads
Written by
Sam Liu
Updated over a week ago
Connecting your calendar to Saleswhale
Written by
Sam Liu
Updated over a week ago
Confirming auto-scheduled meetings in your calendar
Written by
Sam Liu
Updated over a week ago