Getting Started

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

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17 articles in this collection
Written by Gabriel Lim, Thu Nguyen, Sam Liu and 2 others

Overview of Saleswhale

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

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

Setting Up Your AI Assistant

Creating your AI Assistant's Persona

Written by Sam Liu
Updated over a week ago

Connecting Your AI Assistant

Written by Sam Liu
Updated over a week ago

Customizing Your AI Assistant's Signature

Written by Beaurhys Tan
Updated over a week ago

Adding (or Removing) Sales Reps

Written by Beaurhys Tan
Updated over a week ago

Adding BCC

Written by Beaurhys Tan
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 Marcel Tan
Updated over a week ago

Connecting your calendar to Saleswhale

Written by Marcel Tan
Updated over a week ago

Confirming auto-scheduled meetings in your calendar

Written by Marcel Tan
Updated over a week ago