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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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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 over a week ago
Automatic Data Collection
Written by
Shivika Arora
Updated over a week ago
Popular Campaigns and Use Cases
Playbooks to help you get started quickly
Written by
Shivika Arora
Updated over a week ago
Navigating the Saleswhale Platform
Written by
Sam Liu
Updated over a week ago
Launching A Campaign: Overview
Drive revenue and pipeline from your marketing leads with your Salewhale campaigns
Written by
Thu Nguyen
Updated over a week ago
Setting Up Saleswhale
Designing your AI Assistant's persona
Written by
Sam Liu
Updated over a week ago
Connecting Your AI Assistant's Email Inbox to Saleswhale
Written by
Sam Liu
Updated over a week ago
Email Inbox API Limits
Written by
Thu Nguyen
Updated over a week ago
Setting Working Hours for Your AI
Written by
Shivika Arora
Updated over a week ago
Customizing Your AI Assistant's Signature
Written by
Shivika Arora
Updated over a week ago
Adding a BCC email address
Written by
Shivika Arora
Updated over a week ago
Account Settings
Manage your sales reps in Saleswhale
How your AI works with Sales Reps
Written by
Shivika Arora
Updated over a week ago
Team members
Add or remove team members
Written by
Sam Liu
Updated over a week ago
Adding lead custom fields
How to add more data for your leads
Written by
Shivika Arora
Updated over a week ago
Qualified Leads Weekly Notifications
Written by
Thu Nguyen
Updated over a week ago
Connecting your calendar to Saleswhale
Written by
Sam Liu
Updated over a week ago