---
title: Whale Reviews
meta_title: 'Whale Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 198 reviews by the users' company size, role or industry
  to find out how Whale works for a business like yours.
aggregate_rating:
  rating_value: 4.8
  review_count: 198
  scale: '5'
date_modified: '2026-06-26'
parent_category:
  name: Training eLearning
  url: https://www.g2.com/categories/training-elearning
---

# Whale Reviews
**Vendor:** Whale  
**Category:** [Training Management Software](https://www.g2.com/categories/training-management-systems)  
**Average Rating:** 4.8/5.0  
**Total Reviews:** 198
## About Whale
Turn scattered knowledge into scalable systems with Whale. Whale helps fast-growing teams capture processes, train employees, and answer questions — without the chaos of scattered docs or outdated wikis. What Whale Does: - AI process capture: Turn screen recordings, videos, or existing docs into structured SOPs in minutes - Alice (AI assistant): Employees get instant answers to "how do we do X?" in any language, any channel - Training built-in: Convert SOPs into onboarding flows and quizzes so people actually learn - Mobile-first access: QR codes and mobile app mean SOPs live where the work happens Why Teams Choose Whale: - Cut onboarding time by 50% by connecting training to live processes - Reduce documentation time by 70% with AI-powered capture - Keep knowledge current — not buried in Google Docs nobody reads Who Uses Whale: Operations leaders and HR teams at scaling companies (50-500 employees) who need to onboard faster and standardize without slowing down.



## Whale Pros & Cons
**What users like:**

- Users appreciate the **ease of use** of Whale, praising its intuitive interface and seamless navigation. (32 reviews)
- Users find Whale **extremely easy to use** , significantly simplifying internal processes and enhancing document creation efficiency. (15 reviews)
- Users love the **user-friendly design** of Whale, enjoying easy access and organized content for quick information retrieval. (13 reviews)
- Users highlight Whale's **intuitive interface** as user-friendly, enhancing training and team organization effectively. (13 reviews)
- Users love the **easy access** to information within Whale, enhancing onboarding and streamlining internal processes. (12 reviews)
- Navigation Ease (11 reviews)
- Implementation Ease (10 reviews)
- Customer Support (8 reviews)
- Customization (8 reviews)
- Easy Setup (8 reviews)

**What users dislike:**

- Users find **limited customization options** frustrating, wishing for more granular control over permissions and formatting. (3 reviews)
- Users feel a **lack of customization** restricts their ability to manage permissions and formatting effectively in Whale. (2 reviews)
- Users express concerns about the **lack of information** regarding AI features and customization options in Whale. (2 reviews)
- Users face **limited access** issues, making it difficult to manage user permissions effectively in smaller companies. (2 reviews)
- Users notice the **missing features** like individual training records and struggle with linking documents effectively. (2 reviews)
- Poor Interface Design (2 reviews)
- Users find **navigation to be poor** , leading to confusion and difficulties in locating content efficiently. (2 reviews)
- Steep Learning Curve (2 reviews)
- App Performance (1 reviews)
- Billing Issues (1 reviews)

## Whale Reviews
  ### 1. Whale Keeps Department Training Organized with Boards, Libraries, and Playbooks

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ketan T. | Environmental, Health and Safety Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 20, 2026

**What do you like best about Whale?**

Boards, Libraries and Playbooks help to keep company training in one place for each department, and it lets you generate videos, SOPs, and quizzes for each topic, among other materials.

**What do you dislike about Whale?**

So far, there’s nothing I dislike about Whale. I can’t think of any issues or areas that need improvement at the moment, but I’ll definitely share feedback in the future as part of the improvement process.

**What problems is Whale solving and how is that benefiting you?**

The product we were using for documents, training, and tracking wasn’t very efficient. Since implementing Whale, everything is now in one place, and it feels much more efficient and well managed.

**Official Response from Stijn Smet:**

> Hey Ketan,

This one was a joy to read. Thank you for taking the time to share it.

You’ve nailed exactly what we want Whale to be for teams. One place where training actually lives and makes sense. Boards, Libraries, and Playbooks are there to give structure to what is usually scattered across tools, folders, and outdated docs. When each department has its own clear space, everything just clicks faster.

Love that you’re using Whale to create not just SOPs, but also videos and quizzes. That combination is powerful. It turns static documentation into real training experiences that people can actually follow, learn from, and retain. That’s where we see teams go from “we have documentation” to “our team actually knows what to do.”

And your point about replacing a less efficient system hits home. A lot of teams come to Whale because their knowledge is spread across multiple tools, hard to maintain, and even harder to use. Bringing everything into one place, with structure and consistency, is where the real efficiency gains show up. Faster onboarding, clearer processes, and way less back and forth internally.

Also appreciate the note on not having any dislikes so far. We won’t get too comfortable though. We’re constantly improving the product, especially around scaling content, keeping things easy to manage, and making training even more engaging.

If you ever want to go deeper, there’s a lot more you can unlock with Whale like:

* Recording processes and turning them into SOPs instantly
* Using AI Assist to speed up and standardize documentation
* Embedding tools and resources directly into your training
* Tracking progress so you know who actually completed what

Really glad to hear Whale is making things feel more efficient and well managed on your end.

Appreciate you being part of Whale.

Stino


  ### 2. Effortless SOP Management with Stellar AI Search

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jitender T. | IT Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 27, 2026

**What do you like best about Whale?**

I like how Whale makes all the SOPs formalized with standard formatting and serves as a central point for team members to look for SOPs. It's easy to use and search, thanks to its really quick AI mode. The easy login using SSO via Google is great, letting me use one login for all different applications. The AI search mode is helpful for finding any SOP among hundreds of thousands of documents. Also, the support team is really helpful in implementing any suggestions we might have.

**What do you dislike about Whale?**

NA

**What problems is Whale solving and how is that benefiting you?**

I use Whale to formalize SOPs with standard formatting, making them centralized for team access. Its AI mode is quick and easy to search through numerous documents. Google SSO makes login simple, reducing the need for manual SOP creation.

**Official Response from Stijn Smet:**

> Hey there,

“Hundreds of thousands of documents” and still finding what you need in seconds… yeah, that’s exactly the kind of chaos we’re here to clean up 😄

Love that you’re seeing value in the AI search. That’s one of the biggest shifts we’re pushing. SOPs are only useful if people can *actually find and use them*. Alice is built to cut through all the noise and just give you the answer, instantly.

Also great callout on standardization. Having SOPs is one thing, having them structured, consistent, and easy to follow across teams is a completely different level. That’s where you start seeing real impact in onboarding, quality, and day to day execution.

And yes to SSO 🙌
Logging into five different tools just to do your job should not be a thing anymore. The smoother we can make access, the more your team actually uses the content.

Really appreciate you mentioning the support team as well. We take that seriously. If you’re building your internal knowledge hub on Whale, you shouldn’t feel like you’re doing it alone.

From what you’re describing, you’re already using Whale the way it’s meant to be used:

* Centralized knowledge
* Standardized SOPs
* Fast creation and even faster retrieval
* Low friction access for the team

That’s the foundation of a team that scales without things breaking.

No dislikes either… we’ll take that, but we won’t get lazy 😉

If you ever want to go even further, there’s still a lot you can unlock with things like recording workflows into SOPs, using AI Assist to speed up creation, or layering in training with quizzes and playbooks.

Appreciate you being part of Whale.

Stino 😄


  ### 3. Great and fast support from our neighbouring country ;)

**Rating:** 4.0/5.0 stars

**Reviewed by:** Koos S. | Managing director., Small-Business (50 or fewer emp.)

**Reviewed Date:** December 20, 2021

**What do you like best about Whale?**

The fast response time, the system ease, and the onboarding service. 
Plus, we like the feeling we always have one person that is right around the corner to help us. 
Also, the pricing is not too high, which is always a great plus! :)

**What do you dislike about Whale?**

I don't have any points of dislike - yet. ;) 
The Whale plugin could use some overall stability, but we haven't used it that much yet, for my judgment to be fair.

**What problems is Whale solving and how is that benefiting you?**

Onboarding of new colleagues 
Training of colleagues (existing and new)
The main goal of the system for us: write procedures to know what everyone is doing and how to do it best.

  ### 4. Simplifies Documentation and Training, Easy to Use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kevin M. | Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Whale?**

I find Whale easy to use, and I'm excited about its huge potential moving forward. The initial setup seemed quite simple, making it user-friendly from the start. It's effective for searching documented processes and watching monthly meetings, which streamlines information access for employees. Instead of needing to ask several people or managers, having a single resource for documented processes is a significant convenience. After switching from SharePoint, where the interface was challenging to navigate, Whale has been a refreshing change.

**What do you dislike about Whale?**

N/A

**What problems is Whale solving and how is that benefiting you?**

I use Whale for searching documented processes and watching monthly meetings, so employees can refer to one quick resource instead of asking multiple people, which was challenging with previous systems like SharePoint.

  ### 5. Run don't walk!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jessica B. | HR Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 08, 2024

**What do you like best about Whale?**

As a Medical Spa that has expanded from five to nine locations over the past two years, with no intention of slowing down, we've found Whale to be incredibly helpful. We have created 490 Standard Operating Procedures via whale, and the majority of our team uses Whale during every single shift. It allows our employees to quickly access the most important information exactly when they need it. They can simply ask Alice, the AI tool, any question, and she responds with answers drawn from our own documents. We've implemented a variety of software solutions, but Whale has easily been the smoothest and most well-supported rollout I've experienced. While many other platforms claim to offer customer support, it often becomes difficult to get real help once the paperwork is signed and payment is made. In contrast, I have a single point of contact at Whale who consistently provides answers faster than I expect. The platform is extremely user-friendly and has truly been a game changer for our company.

**What do you dislike about Whale?**

I cannot think of any downsides at this time.

**What problems is Whale solving and how is that benefiting you?**

Previously, our main challenge was not being able to tell which document was the latest version. With Whale, we now have a single source of truth, so our team can be confident that they are always accessing the most current information.

  ### 6. Streamlines Documentation with Ease

**Rating:** 5.0/5.0 stars

**Reviewed by:** Anouk V. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 18, 2026

**What do you like best about Whale?**

I use Whale for creating company handbooks, regulations, how-to's, and manuals. I love that it provides a streamlined way of documenting everything on a single platform, which makes it easy and quick to make guides, saving us time. Whale's feature of creating a step-by-step plan with screenshots by just following my screen movements is fantastic. This feature probably saves me an hour of time for each guide. I also found the initial setup of Whale to be super easy.

**What do you dislike about Whale?**

Access management could go to a deeper level, for example the lowest level can't be hidden from certain users, so we need to create a new playbook for those hidden manuals.

**What problems is Whale solving and how is that benefiting you?**

Whale solves the problem of answering repetitive questions and provides a streamlined platform for documentation. It makes creating guides quick and easy, saving me an hour per guide.

**Official Response from Stijn Smet:**

> This is amazing to read, thank you so much for taking the time to share this 🙌

You’re basically describing exactly what we want Whale to be: one place to document everything, without it turning into a time-consuming project. Hearing that you’re saving up to an hour per guide with the step-by-step recorder… that’s huge.

Also love that you called out the ease of setup. Getting started should feel effortless, not like another tool you need training for.

On access management, that’s very fair feedback. We know there’s more depth we can unlock there, especially when it comes to structuring visibility without needing workarounds like separate playbooks. This is definitely something we’re continuing to improve.

And the fact that Whale is helping reduce repetitive questions? That’s the dream. More time doing actual work, less time answering the same things over and over.

  ### 7. Effortlessly Streamlines Team Training with Solid Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shelley F. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 20, 2026

**What do you like best about Whale?**

Whale supports training my merchandising teams with its AI function and video feature that breaks down training step by step. I love the ease at which we can create training flows and appreciate the quizzes that ensure merchandisers understand the assignment. I am very happy with the support we receive from Stino if we have questions. The initial setup of Whale was very easy, and we were given the support we needed.

**What do you dislike about Whale?**

I would like to see a function where multiple pictures could be added into a training flow side by side and you could edit the pictures.

**What problems is Whale solving and how is that benefiting you?**

I find Whale supports my Merchandising Teams with AI functions for training, eases workload with step-by-step video breakdowns, and quizzes ensure understanding. Creating training flows is easy, and Stino provides great support.

**Official Response from Stijn Smet:**

> Shelley, this made my day. Thank you so much for this 🙌

I’m really glad to hear Whale is helping your merchandising teams with training in such a practical way. The combination of AI, step-by-step videos, and quizzes is exactly how we want teams to learn, not just consume content, but actually understand and apply it.

Also really appreciate the shoutout on support. You know I’ve got you anytime 😉

On the side-by-side images and editing, that’s a great callout. I can definitely see how that would make training flows even clearer, especially for visual processes. I’ll make sure this gets shared with the team.

And honestly, hearing that it’s easing your workload while keeping your team aligned… that’s exactly why we built Whale.

Appreciate you a lot for this. Always here if you need anything 💙

  ### 8. Intuitive Interface and Next-Level Customer Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kaila W. | Business Process Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 30, 2026

**What do you like best about Whale?**

The interface is very intuitive to use.  The Customer Service is also next level, making the adoption extremely easy

**What do you dislike about Whale?**

So far, the only downside I’ve noticed is that I can’t edit videos within the application.

**What problems is Whale solving and how is that benefiting you?**

Our training materials used to be scattered across the organization, and the formatting varied depending on who created them. This tool lets us keep everything in a searchable database, and the AI tools help bring much-needed consistency.

**Official Response from Stijn Smet:**

> Hey Kaila, 

“Next level customer service” and “intuitive”… yeah, that’s the combo we’re going for 😄 appreciate you calling that out.

Making adoption feel easy is a big focus for us. Because even the best tools fail if teams don’t actually use them. So hearing your team got up and running smoothly is a big win.

Also love what you said about bringing consistency. That’s such an underrated problem. When training lives everywhere and everyone documents differently, things break fast. Having everything in one searchable place, with AI helping standardize it, is where teams really start to scale without chaos.

Now on the video editing part… you’re not wrong 👀

But good timing, because this is something we’re actively working on. Video is becoming a bigger and bigger part of how teams document and train, and being able to edit directly inside Whale is definitely on the roadmap (and coming sooner than you think).

The goal is simple:
Record → edit → turn into SOP → share
All in one flow, without jumping between tools

So stay tuned on that one.

In the meantime, you can already:

Turn videos into structured SOPs automatically
Combine video with step by step guides for clarity
Use AI to clean up and standardize your content

Appreciate you sharing this, and very glad to hear Whale is helping you bring order and consistency to your training.

Stino 

  ### 9. User-Friendly Interface, Needs Recording Improvements

**Rating:** 4.5/5.0 stars

**Reviewed by:** Gabriela  G.

**Reviewed Date:** January 13, 2026

**What do you like best about Whale?**

I like that Whale is very user-friendly and super easy to use. It's not complicated at all, which makes uploading and finding things straightforward. The tagging system is fantastic; when I upload something to a library or playbook, I can tag it with keywords, and later on, I just type a keyword to find everything related to it. I also appreciate how the interface makes onboarding simple, with libraries and playbooks clearly laid out. I can create libraries for specific departments and then playbooks and cards within those libraries without any hassle. It doesn't force me to use features I don't need, which is great. Overall, it's just super easy and fits well with the vocabulary and keywords we already use in our company.

**What do you dislike about Whale?**

When I upload videos in Whale, it does take a little time, which I guess is understandable, but sometimes it says there's an error even though the video successfully uploads. It's kind of confusing, so I think the interface could use some work. Also, when you start to record, there's no signal like a countdown or a voice saying 'recording started,' which would be helpful. Another thing is, when you select a window to record, you can't switch between windows, which is tough if you're using multiple windows.

**What problems is Whale solving and how is that benefiting you?**

Whale helps me organize processes centrally and user-friendly, with AI to understand important steps. It lets me upload step-by-step processes, record, and utilize a tagging system for easy searching. It's super easy and doesn't require using unneeded features.

  ### 10. Effortless SOP Management, Saves Time

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alison C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 30, 2026

**What do you like best about Whale?**

I really like Whale for my SOP management needs. It makes it easy to create new SOPs and keeps things well-organized. I especially appreciate being able to record a process and have it automatically create a SOP from that recording. This feature eliminates the need to manually take screenshots and write out the entire process, saving me a lot of time. The initial setup was also pretty easy for my team.

**What do you dislike about Whale?**

Overall management can get a bit busy and cumbersome.

**What problems is Whale solving and how is that benefiting you?**

Whale lets me easily create new SOPs and get better organization. Recording processes to create SOPs saves so much time because I don't have to grab screenshots and write everything out.

**Official Response from Stijn Smet:**

> Hey there,

First off, thank you for taking the time to share this. This is exactly the kind of feedback that gets our team excited.

I love that you’re getting real value from the process recording and automatic SOP creation. That’s one of the core problems we built Whale to solve. Documenting processes the “old way” is slow, manual, and honestly… painful. Being able to just record your workflow and instantly turn it into a structured SOP with steps, screenshots, and clarity is meant to remove that friction completely. So hearing it’s saving you time is a big win.

Great to hear setup was smooth for your team too. We’ve put a lot of effort into making onboarding simple so teams can go from zero to documenting in minutes, not weeks.

On the “things getting busy and a bit cumbersome” point, that’s fair feedback and something we take seriously. As teams scale their documentation, structure becomes everything. That’s why we’re continuously improving things like:

Better organization with folders, boards, and clear hierarchies
Stronger search and navigation so content is easy to find
Templates and AI Assist to standardize and speed up creation
Role based access to keep things clean and relevant per team
Embedding and integrations so knowledge lives where your team works

The goal is simple: make it just as easy to manage and scale your SOPs as it is to create them.

And it’s great to see you call out the impact directly. Faster SOP creation, less manual work, and better organization. That’s exactly what Whale is built for. Helping teams capture knowledge effortlessly and turn it into something that actually drives consistency, onboarding, and growth.

If you ever want help optimizing your setup or making things feel less “busy”, feel free to reach out. Happy to jump in and help you streamline things even further.

Appreciate you being part of Whale.

Stino

  ### 11. Exceptional Tool for Organizing Business Knowledge

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lyndon S. | Managing Director, Consulting, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 15, 2025

**What do you like best about Whale?**

Whale has proven to be an excellent tool that we've utilized within our business to help our client document and organize their business knowledge. Their integration of AI makes it easy to build playbooks and get baseline best practices in place. We love the UX, it's sleek, easy to navigate and to use.

**What do you dislike about Whale?**

There is nothing negative to mention. They are a forward-thinking team that values our feedback and consistently works to enhance their product, allowing us to provide our clients with the best possible solution.

**What problems is Whale solving and how is that benefiting you?**

We rely on Whale to document business knowledge and help create a business operating system for our clients. The AI features are particularly impressive, as they make it much simpler to capture and organize how-to information efficiently.

  ### 12. Easy Quiz Creation and Linked SOPs with a Handy Shop-Floor App

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 14, 2026

**What do you like best about Whale?**

I like that you can create quizzes, link SOPs within other SOPs, and that there’s an app for people on the shop floor to view them.

**What do you dislike about Whale?**

When I upload pre-existing documents, they don’t come through formatted correctly. Having to reformat everything is a real pain, so I usually end up recreating the document instead of uploading it.

**What problems is Whale solving and how is that benefiting you?**

Keeping our SOPs organized is really helpful, and having the option to quickly search for things when you’re not sure where to look is a nice feature to have.

  ### 13. Easy to Use and Great for Quickly Creating SOPs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 23, 2026

**What do you like best about Whale?**

What I like most about Whale is how easy it is to use. I saw this firsthand when I started a new job with no prior familiarity with the platform. The Whale cards and playbooks made it straightforward to understand our processes, and I was able to start creating SOPs quickly.

**What do you dislike about Whale?**

There isn’t anything major I dislike, but I do think the platform could improve its search and navigation so it’s quicker to find specific content, especially as more documentation gets added.

**What problems is Whale solving and how is that benefiting you?**

Whale solves the problem of scattered information and unclear processes by centralizing everything in one place. When I received training, I was assigned all the relevant cards with the information I needed, including clear SOPs. This made it very easy to go through the boards, understand each process, and quickly find specific information when needed. It has made onboarding and day-to-day tasks much more efficient and organized!

**Official Response from Stijn Smet:**

> This is such a great one to read, thank you for sharing this 🙌

Love that you experienced the “aha” moment right from the start. Being able to jump into a new role, understand processes quickly, and start creating SOPs without friction… that’s exactly the experience we’re aiming for.

Also really nice to hear how the cards and playbooks supported your onboarding. That’s where things usually get messy, so if Whale is bringing clarity and structure there, we’re doing our job right.

On search and navigation, very fair feedback. As documentation grows, finding the right piece of information quickly becomes even more important.

That said… this is where Alice comes in 😄
She’s your shortcut to everything. Just ask a question, and she’ll point you to the right info in seconds. No digging needed.

And hey, if you’re open to it, I’d love to personally say thanks. Feel free to reach out, would be great to send a small token of appreciation your way 🙂

  ### 14. Easy-to-Use Browser Extension with Helpful Built-In AI

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 25, 2026

**What do you like best about Whale?**

Whale is very easy to use in my everyday workflow. I love having the extension right there in my browser, because it’s always accessible whenever I need it. The AI built into Whale is also helpful for finding whatever resources I’m looking for.

**What do you dislike about Whale?**

I don’t like that the AI agent’s memory isn’t saved, because every time I open it, it feels like a completely new conversation.

**What problems is Whale solving and how is that benefiting you?**

It helps us keep all our SOPs in one place, and it makes them easy for everyone to access whenever they need them.

**Official Response from Stijn Smet:**

> Hey there,

Okay this is a fun one to read 😄

Having Whale just sit there in your browser ready to go is exactly the point. No switching tabs, no digging through folders, no “where the hell is that doc again?” moment. You just click, search, or record and you’re off. Love that it fits into your daily workflow like that.

Also very happy to hear Alice is helping you find what you need. That’s her whole job. Fast answers, zero friction, no hunting around.

Now on the memory piece, I get why that feels frustrating, but good news… Alice actually does have chat history you can revisit 👀

So it shouldn’t feel like starting from scratch every time. There might just be something off in how you’re accessing it or using it right now.

Honestly, I’d love to jump on a quick call with you and take a look together. We can:

Show you where the chat history lives
Make sure you’re getting the most out of Alice
Help you set things up so it actually feels like a continuous experience

Because when it works the way it should, it’s a game changer.

Also love that you called out the core value. One place for SOPs, easy access for everyone. That’s the foundation. Everything else builds on top of that.

If you’re up for it, grab a slot here and we’ll sort it out together:
https://meetings.hubspot.com/ssmet

Appreciate you taking the time to share this.

Stino 😄

  ### 15. Centralization of Information and Knowledge

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 22, 2025

**What do you like best about Whale?**

We turned to Whale because we needed a central place to consolidate all our knowledge and information for our Support department. This was a significant pain point for us, as our agents were spending a lot of time searching for information while trying to assist customers. Additionally, we had a lengthy onboarding process, making it slow to deploy an agent independently.

Since using Whale, we have successfully centralized our knowledge, created onboarding and training tracks, and gained immediate insight into the knowledge levels of our agents. This allows us to identify areas where further development is needed. The straightforward implementation and clear onboarding process make Whale a top tool for us to use.

**What do you dislike about Whale?**

We have no negative comments; whenever there are features not immediately available, the team at Whale collaborates with us to think of alternatives.

**What problems is Whale solving and how is that benefiting you?**

Whale solves the issues of disorganized information and lengthy onboarding for our support team. By centralizing knowledge, our agents find information faster, improving customer service. It simplifies onboarding, making new agents productive quickly. The tool also helps us track agents' knowledge levels to better target training. Additionally, Whale's intuitive setup and responsive support /CSM have made it an invaluable resource for us.

  ### 16. Easy Setup and Effortless SOP Creation with Screen Recording

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Food Production | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 19, 2026

**What do you like best about Whale?**

Whale is easy to use, and the setup was quick and painless. The best part is creating SOPs with the screen recording tool. Once the recording is finished, it also generates a written version of the SOP, so it’s a real two-birds-one-stone kind of situation.

**What do you dislike about Whale?**

I have no issues at this time. It is great!

**What problems is Whale solving and how is that benefiting you?**

It saves me time. I spend less of it creating SOPs and more time out on the floor.

  ### 17. Whale Keeps Our Work Organized and Our Teams More Confident

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 11, 2025

**What do you like best about Whale?**

I like that Whale doesn’t feel rigid. It gives us a single home for all the ways we work, but it doesn’t force every process into the same shape. I can build a clean step by step guide for one workflow, drop in screenshots and callouts for another, record a video for something more visual, or use the AI tools when I want a quick draft. It supports how different teams naturally communicate rather than asking everyone to fit into one template.

The other thing I love is the way it pulls training and documentation into the same ecosystem. Instead of living in separate tool silos, our content, our training, and our reviews all sit in one place. It makes our knowledge base feel alive instead of archived. It’s easy for people to learn, revise, and keep things current, which makes my life a lot easier.

**What do you dislike about Whale?**

I wish the permissions went a little deeper. We have a lot of moving parts across teams, and sometimes I want to lock down one slice of a manual or give someone edit access to just a portion without opening the whole board or playbook. Whale keeps things simple, which is nice, but there are moments where a bit more control would save me some permission gymnastics.

**What problems is Whale solving and how is that benefiting you?**

Whale is solving the problem of scattered knowledge. Before, our processes lived in a mix of tools, docs, screenshots, half written notes, and whatever people kept in their heads. It made onboarding slow, it made consistency a coin toss, and it put way too much pressure on the people who knew the most.

Whale gives me one place to build and store the way we work. It keeps everything tidy, searchable, and actually usable. When someone needs to learn something, they don’t have to come find me or hunt down the person who remembers the process. It cuts down on the back and forth, helps prevent information bottlenecks, and takes a lot of weight off my plate.

It also helps our teams grow because they aren’t guessing or reverse engineering how something is supposed to go. They can look things up, follow clean steps, and feel more confident doing the work. That shift alone has made a noticeable difference for me. It frees up my time for the bigger projects and makes the day feel calmer because the foundation is solid.

  ### 18. Alice Makes Policy Lookups Fast and Effortless

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrew W. | 10182 Review Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 15, 2026

**What do you like best about Whale?**

I really like the Alice feature. I find it very easy to use when I need a quick reference to a policy, without having to pull an HR person away. Even with my daily use of Whale, I haven’t needed to reach out to customer support for any integration issues. During my onboarding, I had never been exposed to Whale at all, let alone seen it implemented in a way that made work so much easier.

**What do you dislike about Whale?**

So far, the only issue I’ve noticed is that when I ask Alice a question, the chat box flickers uncontrollably until she’s finished thinking and responds.

**What problems is Whale solving and how is that benefiting you?**

For quick references to procedures—such as time-off policies and guidelines for timecard notes—I’ve found that this program does a great job and truly functions as a virtual AI HR assistant.

  ### 19. Whale: Effortless to Use and Highly Reliable

**Rating:** 4.0/5.0 stars

**Reviewed by:** Robert T. | Quality Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 16, 2026

**What do you like best about Whale?**

The ease of use and reliability of Whale are its greatest attributes in my opinion.

**What do you dislike about Whale?**

The ability to generate individual training records - documenting an individual's completed assignments is missing. However, Whale is very receptive to customer feedback, and I'm confident this is something that will be added in the future.

**What problems is Whale solving and how is that benefiting you?**

Keeping training documents organized and accessible to all users is no longer a challenge. Assignment progress is tracked automatically by Whale. 
These are historically time-consuming tasks for someone in my position, so now I am free to focus on more important duties.

  ### 20. User-Friendly Whale Extension Makes SOPs Instantly Accessible

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 18, 2026

**What do you like best about Whale?**

Whale is very user-friendly, and the Chrome extension makes it easy to find information at any moment without having to log in to the actual website. I’m able to pull up SOPs for processes while I’m going through the process itself, which makes it much easier to stay on track.

**What do you dislike about Whale?**

There’s nothing I dislike about Whale at the moment. It’s been a great addition to our organization, and I’m glad we brought it in.

**What problems is Whale solving and how is that benefiting you?**

It’s our single source of truth for anything related to our organization.

**Official Response from Stijn Smet:**

> This is so great to read, thank you for sharing this 🙌

The Chrome extension is one of those features we really believe should just make life easier, so hearing that you can pull up SOPs exactly when you need them, while doing the work, is exactly how it’s meant to be used.

Also love the “single source of truth” mention. That’s the goal. No more digging, guessing, or asking around.

And honestly, hearing there’s nothing you dislike… we’ll take that 😄

If you’re open to it, we’d love to send a small thank you your way for taking the time to leave this. Feel free to reach out, would be great to connect!

  ### 21. Quick Capture for Clear Guides, but Team Sharing Gets Costly

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 30, 2026

**What do you like best about Whale?**

I like being able to quickly capture a form or process walkthrough and gather the information I need to prepare a clear video or step-by-step guide.

**What do you dislike about Whale?**

Pricing: To share this information with a team, the system works best when everyone has an account, but that can quickly become cost-prohibitive.

**What problems is Whale solving and how is that benefiting you?**

This has been a helpful starting point for us to create some process guides.

**Official Response from Stijn Smet:**

> Hey there,

Really appreciate you calling this out so directly, because this is an important conversation.

Love that you’re already using Whale to capture walkthroughs and build guides. That’s usually where teams start. But the real value shows up when that knowledge is actually used across the team.

On pricing, you’re right that everyone having access is where Whale works best. And that’s intentional.

Because the problem we’re solving isn’t just “create SOPs.”
It’s fixing what happens after they’re created.

Most teams today:

Spend way too much time looking for the right information
Work from outdated or half-complete documentation
Ask the same questions over and over
Make mistakes because processes aren’t clear or consistent

That hidden cost is massive.

If one team member spends even 10–15 minutes a day searching, guessing, or redoing work… multiply that across your team and across a month. You’re easily losing dozens of hours.

That’s where Whale flips the equation:

One clear source of truth
SOPs that are actually structured and usable
Instant answers with AI search
Consistency in how work gets done

So instead of time being lost every day, you’re getting it back continuously.

That’s why access matters for everyone, not just creators.
Because the ROI doesn’t come from writing SOPs.
It comes from people executing faster and better because of them.

And that’s usually where teams see the shift:

Faster onboarding
Fewer mistakes
Less back and forth
More confident execution

When you stack that against the cost, it’s not even close.

That said, if you’re thinking about rolling this out wider, happy to look at your setup with you and make sure you’re getting the maximum value out of it.

Appreciate the honest feedback, and glad Whale is already helping you get those first guides in place.

Stino

  ### 22. Screen Recorder Transformed Our Productivity

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andres A. | Compliance Specialist, Enterprise (> 1000 emp.)

**Reviewed Date:** December 22, 2025

**What do you like best about Whale?**

All Whale tools are excellent, but I especially want to mention the Screen Recorder and its feature that allows you to turn recordings into guides. This capability has provided a significant boost in productivity for our company.

**What do you dislike about Whale?**

It's not really a complaint, but we haven't yet had the opportunity to fully utilize the Badge system.

**What problems is Whale solving and how is that benefiting you?**

Creating SOPs and documenting processes used to be a time-consuming task. With Whale, we have been able to continue with our regular daily work while simultaneously documenting those processes.

  ### 23. Absolute Game Changer for Documenting Processes

**Rating:** 5.0/5.0 stars

**Reviewed by:** Caleb H. | Sales Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 14, 2025

**What do you like best about Whale?**

Single source of truth, and easy to implement

**What do you dislike about Whale?**

This is a hard question to answer. I'm a reasonably new user and I'm hardly using Whale to its potential yet. I really don't have any dislikes yet!

**What problems is Whale solving and how is that benefiting you?**

Whale is helping us build a library of SOP's, a library of documented processes, and overall becoming our single source of truth. We have a lot to do yet but I'm really looking forward to being able to find what I need in 2 or 3 clicks!

  ### 24. User-Friendly Platform with Game-Changing Features

**Rating:** 5.0/5.0 stars

**Reviewed by:** martha y. | Compliance and Operational Risk Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 10, 2025

**What do you like best about Whale?**

Whale is very user-friendly and continues to introduce new features regularly. The "Ask Alice" function, in particular, has been a game changer. It has made it much easier for our users to find the information they need, and often provides even more than they were searching for.

**What do you dislike about Whale?**

The analytics can be somewhat challenging to extract in a manner that truly helps us identify what we should prioritize.

**What problems is Whale solving and how is that benefiting you?**

Ensuring that information stays up to date and is easily shareable throughout the company is important.

  ### 25. Game changer

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aaron M. | Company accountant, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 30, 2024

**What do you like best about Whale?**

Been using Whale for a few years now and I must say its a game changer. 

I am a big believer in SOP'S and everything which I want to systemise within my business Im able to on Whale. 

If you want to be a business owner who steps away from the day to day, then its a no brainer!

**What do you dislike about Whale?**

Nothing it's all good! Very easy to use.

**What problems is Whale solving and how is that benefiting you?**

It solves the problem of everyone doing things there own way.

**Official Response from Stijn Smet:**

> Thank you so much, Aaron! 🌟 We're beyond excited to hear that Whale has been a game changer for you and your business over the years. It's incredible to know that Whale is helping you systemize your operations and giving you the freedom to step away from the day-to-day. That's exactly what we're here for—to empower business owners like you to work smarter, not harder. 💼

And hearing that you find Whale easy to use? That's music to our ears! 🎶 We're thrilled to be a part of your journey, and we're here to keep supporting you as you continue to scale and systemize. Thanks for being such a valued member of the Whale family! 🚀

  ### 26. User-Friendly Organization, but Occasional Login Glitches

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 18, 2026

**What do you like best about Whale?**

It helps keep everything organized, and is very user friendly.

**What do you dislike about Whale?**

There have been a few glitches with the system, where we're unable to login and access. It has happened a handful of times, which can be a little inconvenient.

**What problems is Whale solving and how is that benefiting you?**

Easy access to getting our questions answered, and Whale appears to have a plethora of knowledge regarding our company, which has been very useful.

**Official Response from Stijn Smet:**

> Thanks a lot for sharing this, really appreciate you taking the time 🙌

Love hearing that Whale helps keep everything organized and easy to use. That’s exactly what we’re aiming for, so you can just find what you need without overthinking it.

On the login issues, completely fair to call that out. We did have an IT hiccup on our side that caused a few of those moments, and honestly, we could have caught it sooner. That’s on us. The good news is it’s been addressed, and we’re keeping a much closer eye on it now.

Really glad to hear Whale is helping you get answers quickly and acts as that central source of knowledge for your team. That’s where it should shine.

And hey, if you’re open to it, I’d love to personally say thanks for the review. Feel free to reach out to us, would be great to send a small token of appreciation your way

  ### 27. Convenient, User-Friendly Way to Find Company-Specific Information

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jennifer B. | Talent Acquisition Partner, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 18, 2026

**What do you like best about Whale?**

I like Whale because it’s convenient and user-friendly, and it makes it easy to find company-specific information.

**What do you dislike about Whale?**

Whale fails to allow me to log in at times, which can make it difficult at times to find information quickly.

**What problems is Whale solving and how is that benefiting you?**

It makes it easy for our staff to find company policies, acknowledge new policies, and access job-specific tools and career paths.

**Official Response from Stijn Smet:**

> Thanks a lot for sharing this, really appreciate it 🙌

Love that Whale is helping make company info easy to find and actually usable. That’s the goal, no digging, no guessing, just quick access to what you need.

On the login issues, totally fair callout. We did have a bit of a hiccup on our side there, and we should’ve caught it sooner. That’s been addressed now, and we’re keeping a much closer eye on things to make sure it stays smooth.

Really great to hear it’s helping your team with policies, acknowledgements, and even career paths. That’s where Whale should make a real difference.

  ### 28. Easy Knowledge Creation and Documentation for Team Success

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 21, 2026

**What do you like best about Whale?**

The system allows for easy creation and documentation of information the team needs to succeed in their roles.

**What do you dislike about Whale?**

Sometimes the formatting can be challenging.

**What problems is Whale solving and how is that benefiting you?**

It is making it so that all of our teams are notified about updates quickly and efficiently.

**Official Response from Stijn Smet:**

> Hey there,

Thank you for sharing this, really appreciate it.

Love how you described it. “Easy knowledge creation for team success” is exactly what we’re aiming for. When teams can quickly document what matters and make it accessible, everything improves. Onboarding gets faster, processes become clearer, and people spend less time guessing and more time executing.

Great to hear Whale is also helping you keep everyone aligned with updates. That’s a big one. Whether it’s process changes, new workflows, or important announcements, making sure the right people see the right information at the right time is where a lot of teams struggle. Glad to hear it’s working well for you.

On the formatting side, that’s super valuable feedback. And honestly, we’d love to dig into that with you. Formatting should support clarity, not slow you down. Whether it’s structuring SOPs, working with templates, or styling content the way you want, we’re continuously improving this experience.

Would you be open to sharing a bit more on what’s been challenging? That would really help us guide you better and improve things on our end as well.

Appreciate you being part of Whale.

Stino


  ### 29. Easy to Use with Shareable Live Updates That Fit Our Process

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 18, 2026

**What do you like best about Whale?**

The ease of use and live updates that are able to be shared. It's integrated well into our operation process

**What do you dislike about Whale?**

It is sometimes difficult to log in to Whale. Wish there was more mobile presence.

**What problems is Whale solving and how is that benefiting you?**

The company wide updates and policy changes are made so much easier to review.

**Official Response from Stijn Smet:**

> Really appreciate you sharing this, thank you 🙌

Love that Whale fits into your existing processes and makes it easy to share live updates. That’s exactly how we want it to be used, not as “another tool”, but something that actually works with how your team already operates.

On the login challenges, totally fair. Similar to what others experienced, we did run into an IT-related issue there, and in hindsight, we could have caught that earlier. That’s been resolved now, and we’re keeping a much closer eye on it going forward.

And mobile… also a very fair ask. It’s something we know can be stronger, especially as more teams want quick access on the go.

Really glad to hear it’s making company-wide updates and policy changes easier to roll out. That’s where things usually get messy, so if we’re simplifying that, we’re doing something right.

And same here, if you’re open to it, feel free to reach out. Would love to send a small thank you your way for taking the time to leave this 🙂

  ### 30. Great Concept with Lots of Potential!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Catarina V. | Operations Strategy Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 12, 2025

**What do you like best about Whale?**

I really like the concept behind Whale — it’s a fresh and modern way to learn directly from people with real experience. The platform feels intuitive and easy to navigate, and I appreciate the focus on short, valuable insights. It’s also great to see a community that’s driven by authenticity and knowledge sharing.

**What do you dislike about Whale?**

As a newer user, I’d say the only thing I noticed is that it could benefit from having even more creators across different niches. But that’s totally normal for a growing platform, and I’m excited to see it expand.

**What problems is Whale solving and how is that benefiting you?**

Whale helps solve the common problem of inconsistent or hard-to-access SOPs by centralizing all operational knowledge in one easy-to-navigate platform. Instead of relying on scattered documents or outdated manuals, teams can quickly access step-by-step procedures directly where and when they need them. This not only boosts efficiency but also ensures that everyone is aligned and following the same standards, which reduces errors and onboarding time significantly.

**Official Response from Stijn Smet:**

> Thank you for the amazing review – honestly, we’re doing a little happy dance over here 💃🕺

We’re so glad to hear that Whale feels intuitive, fresh, and authentic to you – that’s exactly the vibe we’re going for. Real people. Real knowledge. Real fast. Boom. 🚀

Also – thank you for calling out the magic of reducing onboarding chaos and centralizing the good stuff. SOPs don’t have to be snoozefests and you clearly get that. 🙌

We’re so happy to have you as part of the Whale pod 🐋 Big things ahead!

Stino

  ### 31. Whale Streamlined Our Processes and Boosted Team Onboarding

**Rating:** 5.0/5.0 stars

**Reviewed by:** Fábio B. | Operations Director, Enterprise (> 1000 emp.)

**Reviewed Date:** May 08, 2025

**What do you like best about Whale?**

Whale has completely transformed how we manage our internal processes. What I like best is how fast and easy it makes documenting SOPs. Instead of spending hours creating training materials, we can now build and share them in minutes. This has had a huge impact on how quickly we can onboard and train team members. It’s intuitive, efficient, and a real game changer for team alignment and productivity."

**What do you dislike about Whale?**

Honestly, there’s not much I dislike about Whale. The platform does exactly what it promises—streamlining SOP documentation and improving team training.

**What problems is Whale solving and how is that benefiting you?**

Whale is solving the problem of scattered, outdated, or undocumented processes. Before, creating and sharing SOPs was time-consuming and inconsistent. With Whale, we can centralize all our procedures in one place, keep them up to date, and ensure everyone on the team has quick access to the right information. This has improved our onboarding speed, reduced errors, and helped our team operate more independently and efficiently.

**Official Response from Stijn Smet:**

> Fabio – you didn’t just leave a review, you dropped a truth bomb 💣

"Game changer," "boosted onboarding," "centralized chaos"—you’re speaking our love language 😍
We’re so pumped to hear how Whale’s helped your team move faster, stay aligned, and finally ditch the SOP scavenger hunts.

Also, calling out how easy it is to document? THANK YOU. That’s exactly the magic we’re trying to bottle. We love that you’re saving hours and turning onboarding into a smooth ride instead of a bumpy mess.

And the fact you said there’s not much to dislike? We’re putting that on a t-shirt.

Thanks for being part of the Whale pod, Fabio. Big hugs from the whole team—and we’re cheering you on for even more wins 💪🐋

Stino

  ### 32. Intuitive, fresh and easy!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Harley B. | Systems, IT & Operations, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 06, 2025

**What do you like best about Whale?**

Easy to understand and use.
Clear, 'fun' layout and formatting.
Minimalistic style - not busy visually.
Easy to refer to other SOPs and people within a SOP.
Information can be shared by different ways e.g. export as PDF, share link, share QR code.
Lots of features like checklists, org charts, multiple departments, security groups.
Has its own screen and step recording tool very handy for recording new processes.
Didn't take long to set up and get running - I have several people adding their own SOPs now.
Customer support is excellent even when we are in a different timezone (NZ vs Belgian)
Our team uses Whale every day, some more than others. 
It was a critical tool used for training our temporary staff when our main Admin staff went on maturity leave.
I understand Whale can be integrated with other software, but I have not had a chance or reason to do so.

**What do you dislike about Whale?**

The same checklist can not be shared with other users for visibility when being "run". However this is in the development pipeline.

**What problems is Whale solving and how is that benefiting you?**

We used to have all our SOPs in Microsoft Word documents which were saved on our server. 
The problem with that was that it was really hard to find the document you need to use without opening each document and checking.
The search function in Whale is really good in that it can search as you type and 'reads' inside the SOPs rather than the titles. Alice the AI assistant looks to be a really good tool, however I as an administrator have not used this feature a lot.
Another problem solve is accessibility to the entire team. Anyone can use Whale either on their browser or in the mobile app. Previously, to access our documents, you had to log into the server (if not in one of our branches) and then trawl thru the documents. Add to this mix, the different formatting options used by various staff members.

**Official Response from Stijn Smet:**

> Harley – we want to frame this review 😍

You didn’t just give us feedback… you gave us a full Whale highlight reel and we are OBSESSED. From the minimalistic vibes to checklists, QR codes, screen recording, and your whole team jumping in — THIS is what we live for 💥

And the fact you rolled Whale out fast and used it as your training lifesaver while your Admin was on maternity leave? You’re a total ops rockstar 🫶
(Also major props from Belgium to NZ for making timezones look easy 👏)

Thank you for being such a thoughtful, powerhouse user and for making Whale a part of your team’s everyday flow. We’re lucky to have you in the pod 🐋

Stino

  ### 33. Easy to Navigate and Find What You Need

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joe M. | Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 09, 2026

**What do you like best about Whale?**

It’s easy to navigate. I like how simple it is to find what you need.

**What do you dislike about Whale?**

Sometimes it lags, but I think that’s because of my internet connection.

**What problems is Whale solving and how is that benefiting you?**

How to access the information I need

**Official Response from Stijn Smet:**

> Thanks so much for this, really appreciate it!

We’ve put a lot of focus on keeping Whale simple and easy to navigate, so hearing that you can quickly find what you need is exactly what we aim for 🙌

On the lag, totally fair call out. While it can sometimes be connection-related, we’re continuously working on performance improvements on our side too, so it’s only getting faster from here.

And I love how you summed up the value: just being able to access the information you need, when you need it. That’s the whole game.

If you ever notice anything specific that slows you down, feel free to share. We’re all ears 🚀

  ### 34. Great tool for scaling team knowledge and reducing repetitive questions

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 20, 2025

**What do you like best about Whale?**

Whale makes it incredibly easy to centralize, organize, and deliver SOPs and training materials across teams. I love how intuitive the platform is—it takes very little time to get up and running. The Chrome extension is a game-changer, allowing team members to access relevant processes right within their workflows. The search functionality is strong, the editor is flexible, and the ability to assign and track onboarding or knowledge tasks adds accountability and visibility. It’s a great tool for scaling team knowledge and reducing repetitive questions.

**What do you dislike about Whale?**

While the core features are excellent, the reporting and analytics could be more advanced. For example, more granular data on how often content is accessed or where knowledge gaps may exist would be helpful for admins. Also, integrations are growing, but a broader range of native connections to tools like Notion, Airtable, or project management platforms would improve workflow automation.

**What problems is Whale solving and how is that benefiting you?**

Whale is solving the challenge of scattered, inconsistent documentation and the lack of accessible, standardized processes across teams. Before Whale, onboarding new team members or aligning cross-functional workflows required chasing down documents, asking colleagues, or duplicating efforts. With Whale, we now have a single source of truth for SOPs and training materials, making onboarding smoother, reducing repetitive questions, and ensuring that best practices are followed consistently. It saves us time, improves productivity, and gives team members confidence that they're working with the most up-to-date information.

  ### 35. Live saviour

**Rating:** 5.0/5.0 stars

**Reviewed by:** Karolina K. | Training and Knowledge Supervisor, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 07, 2025

**What do you like best about Whale?**

'Ive been using Whale extensively, and it's truly transformed the way I work. The documentation I’ve added to Whale is now clearly structured and easy to maintain, and Alice—their smart assistant—is incredibly helpful when it comes to locating information quickly.
Navigating the platform is simple and intuitive. As a trainer, my job has become significantly easier. I can build a full training flow and assign it to a new joiner with just one click.
The analytics tool is another major plus—it allows me to monitor task completion across the team, which is invaluable for tracking progress during onboarding and beyond.
Lastly, the support from our Customer Success Manager has been outstanding. They genuinely listen, pass on feedback to the developers, and—most impressively—feature requests actually get implemented.

**What do you dislike about Whale?**

Honestly, I’m really content with Whale—there’s nothing I’d point out as a downside at this moment.

**What problems is Whale solving and how is that benefiting you?**

Streamlining the onboarding flow for new joiners
Documenting processes and procedures clearly and consistently
Centralising internal knowledge for staff, making it easier to access and share information

**Official Response from Stijn Smet:**

> Karolina – you’re a whole vibe 🌟

“Life saviour”? SAY LESS. That title alone already made our week. And the fact that you’re using Whale like a total pro—training flows, Alice, analytics, the whole buffet? We’re obsessed. 😍

Hearing that your job as a trainer is now simpler, faster, and smarter thanks to Whale? Literal music to our ears 🎶 And let’s not skip over the Customer Success love — we’re blushing 😌 (and also printing this out and hanging it in the office).

Also… you being content with everything? I mean, how iconic. You’re exactly why we build, listen, and evolve.

Big hugs from the Whale team. Thanks for being such a powerhouse and for helping shape what we do 🐋💪

Stino

  ### 36. Productivity Unleashed!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Farming | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 28, 2025

**What do you like best about Whale?**

One of the major challenges we've faced as a company is the rollout and management of our Standard Operating Procedures. Writing them is hard enough, but managing their versions, assigning them, and monitoring completion requires a full-time role. We were faced with the choice of hiring an additional Human Resources person and tasking them, strictly, with maintaining our SOP library and ensuring our employees were trained  up on the current versions of our SOPs.

This would have been foolish, as it would have required an additional salary, manual tracking, and removes the department managers from having direct visibility of their staff's training levels.

Whale offered an incredible suite of features that exactly mitigates this. It allows us to write our SOPs, assign them to people (at an individual or group level), track their progress through a dashboard, and allow for automation revision tracking, at the cost of well below an additional person's salary. It really provided us with exactly what we were looking for. 

The integration team has been great with taking our existing SOPs (PDF documents as well as documents hosted across other platforms) and merging them into cohesive libraries within Whale. Any questions we've had have been answered, almost immediately, and they continue to support us whenever we need it. I can't speak highly enough of them!

**What do you dislike about Whale?**

Like any platform, there is a learning curve. Some things aren't as intuitive as others. For example, the Checklists are found under "Training", rather than their own heading. This is a minor gripe, rather than anything really negative. I'm quite pleased with the system, overall.

**What problems is Whale solving and how is that benefiting you?**

We were having a major problem managing which trainings are required for which roles. With "Training Paths" we're able to set up a training for each role. This way, when we hire someone, we're able to assign them the corresponding path and the training takes care of itself!

**Official Response from Stijn Smet:**

> Okay… this review? ICONIC. You get it 💥

“Productivity Unleashed” is the perfect title, because WOW — you just turned the chaos of SOP management into a streamlined dream and we are so here for it 🙌

You could’ve hired an extra HR person just to wrangle training and documents… but instead, you rolled with Whale and built a scalable, trackable, role-based training powerhouse? THAT’S the move.
And your shoutout to assigning SOPs, tracking progress, and version control (without needing a million spreadsheets)? Chef’s kiss. 💻💫

Massive love for the praise to the integrations team too — I’m sending them this review and probably printing it for morale boosts forever 🐋💖

Totally fair note on the learning curve and checklist placement — and yes, that feedback helps us make Whale even better. You’re clearly using it like a pro already, and we’re so grateful to be your behind-the-scenes engine for productivity.

Thanks for building brilliance with us. You’re what we built Whale for 💪

Stino

  ### 37. The company I work for utilizes Whale as an internal resource for all of our SOP's and FAQ's.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Georgia  R. | Spa Coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 06, 2025

**What do you like best about Whale?**

I appreciate the organization of Whale. Everything is very easy to locate and the search bar is my favorite feature. When I am in a pinch and need a quick answer I turn to Whale to find what I am looking for.

**What do you dislike about Whale?**

I haven't run into any problems with the software. There are things missing from Whale but we are actively working to make improvements.

**What problems is Whale solving and how is that benefiting you?**

Whale is answering questions for me without me having to voice them. I appreciate this because I can solve my own problems and not burden anyone else with it. As front desk I need to be able to respond quickly to situations because I am typically with a customer when any question arises. Whale allows me to use my resources to navigate any new or tricky situations by having the information I need at my fingertips.

**Official Response from Stijn Smet:**

> Georgia – this review? 10/10, no notes 👑

We LOVE that Whale is your go-to when you’re in a pinch — especially while you’re holding it down at the front desk like an absolute boss. Fast answers, smooth navigation, and not needing to bug someone every time? That’s the sweet spot, and we’re thrilled Whale’s helping you shine 💅✨

And shoutout to the almighty search bar! It doesn’t get enough love — but it’s truly the silent MVP 🫶

So grateful to have you in the Whale pod, Georgia. We’re rooting for you every step of the way 🐋

Stino

  ### 38. So far, so good!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Patricia J. | Department Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 23, 2025

**What do you like best about Whale?**

The program is very user-friendly. We have recently just signed with them and our managers have started adding our content. We had another online training manual and moved over to Whale. Whale was able to take our prior content and upload everything into editable documents for us. So amazing. We were worried we would have a struggle with having to get our prior content moved over, but it was easy and stress free. We have not yet implemented the program for our employees, but I think they will agree that it's very easy to use, and nice to look at!

**What do you dislike about Whale?**

Nothing yet, we are still new, but it's going very well so far!

**What problems is Whale solving and how is that benefiting you?**

We are creating our content and editing our content for our current employees - we think this will alleviate questions and having to re-train on our processes (if necessary). It's also going to help a ton with onboarding new employees and a lot of the training process.

**Official Response from Stijn Smet:**

> Patricia — welcome to the Whale pod! 🐋💫

“So far, so good”? More like so far, so AMAZING 😍
We’re thrilled to hear your setup was smooth, stress-free, and that all your existing training content made it over in one gorgeous, editable piece. That’s the glow-up we aim for!

Also, shoutout to your team for diving right in and starting strong — we can already tell your employees are going to love it. Easy-to-use and nice to look at? We’re blushing. 💅

Can’t wait for you to see the real magic unfold as you roll it out across the team — fewer questions, faster onboarding, and wayyy less re-training. That’s the Whale way.

We’re here with you every step of the way — let’s do this! 🙌

Stino

  ### 39. Great Platform for Training, Very Easy to Navigate

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cali O. | Leasing Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 06, 2025

**What do you like best about Whale?**

I like the email reminders that keep you up to date on the latest training courses assigned to you. The layout of Whale makes it very easy to navigate, and I like how customizable it is.

**What do you dislike about Whale?**

You are able to click through each page quickly, which makes it easier for users who are training to jump through each section without reading to comprehend and learning.

**What problems is Whale solving and how is that benefiting you?**

Whale is helping train new employees during their onboarding. This gives other team members more time to focus on their personal tasks instead of training.

**Official Response from Stijn Smet:**

> Cali, we see you — and we LOVE you 🐋💖

Thank you for the shoutout! So glad the email reminders and custom vibes are keeping you on track and making Whale a smooth ride 🎯

Also, major kudos for calling out how Whale gives your team time back — letting new hires train independently while others focus on their own magic? That's the dream right there 💼✨

Thanks for being part of the Whale fam, Cali. Keep those thoughts coming — we’re building this with you 💪

Stino

  ### 40. An outstanding tool for organizing SOPs, training new employees, and tracking compliance.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Ranching | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 25, 2025

**What do you like best about Whale?**

Simple to input information,
convenient to access anywhere,
appreciated the AI component.

**What do you dislike about Whale?**

Connecting files within the document poses challenges, and accessing external web links is also difficult.

**What problems is Whale solving and how is that benefiting you?**

All standard operating procedures (SOP) consolidated within a single application, facilitating easy access, minimizing the time required for training personnel, and simplifying updates, among other benefits.

  ### 41. Like a Charm!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Reed N. | Client Account Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 29, 2025

**What do you like best about Whale?**

It's easy to edit, easy to view, and superbly helpful. I use it every day and it hasn't failed me once.

**What do you dislike about Whale?**

Alice is sometimes incorrect; but that comes with the territory when using a new AI.

**What problems is Whale solving and how is that benefiting you?**

Reminders about SOP and company organization.

  ### 42. Excellent choice for small business documentation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jason H. | President, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 06, 2025

**What do you like best about Whale?**

The user interface is super clean and easy to understand.  It allows you to drag and drop your thoughts in the proper sequence to SEE your SOPs - not a list of processes.

**What do you dislike about Whale?**

Whale is starting to use AI but could be providing much more AI leveraged tools to make documentation easier.  AI should be embedded and not something you have to pay extra for while using the software.

**What problems is Whale solving and how is that benefiting you?**

Organizing employee methodology so that everyone can benefit from following the best practices.

**Official Response from Stijn Smet:**

> “SEE your SOPs — not a list of processes”? That line deserves a standing ovation 👏
We’re all about turning chaos into clarity, and it’s amazing to hear Whale’s clean interface is helping you literally map out the magic.

Thanks for trusting Whale to power your best practices and help your team work smarter, not harder. We’re thrilled to be your documentation sidekick 🐋

Stino

  ### 43. Medical Spa Director

**Rating:** 5.0/5.0 stars

**Reviewed by:** Emilee B. | Medical Spa Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 06, 2025

**What do you like best about Whale?**

I love that all of the information I need is in one place! It is easy to navigate and find different folders. I also love that I can assign readings to my employees so I know they have gone over the information!

**What do you dislike about Whale?**

I really don't dislike anything about Whale. I find it really easy to use!

**What problems is Whale solving and how is that benefiting you?**

It is providing employees with the information they need at their fingertips. It is all digital so they can pull it up any time they need

**Official Response from Stijn Smet:**

> We’re glowing just reading this ✨💉

Thank you SO much! Hearing that Whale is your go-to for assigning readings, organizing info, and keeping everything at your team’s fingertips? Absolute music to our ears 🎶

We love that it’s making training seamless and keeping your team in the know — no printouts, no guessing, just digital clarity on demand 🙌

And the fact that you “don’t dislike anything”?! BRB, framing that 😭💖

Thanks for trusting Whale to power your spa’s workflows. We’re honored to be part of your beautiful, organized world 🐋

Stino

  ### 44. A Game Changer

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kalie R. | Membership Concierge, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 06, 2025

**What do you like best about Whale?**

We’ve had an amazing experience using Whale as an online platform for our fast growing company. The interface is clean, intuitive and incredibly easy to update - making it simple for us to keep policies, procedures and team information clear and accessible to everyone! 
Their customer support and training (shoutout Stijn!)  has been top notch! Quick, thorough responses to any questions we may have. 
Overall this has been a huge win for our teams organization, onboarding, and internal communication. I can’t recommend Whale enough!

**What do you dislike about Whale?**

As of now I haven’t experienced anything negative regarding Whale.

**What problems is Whale solving and how is that benefiting you?**

They have helped with setup, verbiage and layout of our platform that is easy to navigate with our fast growing company.

**Official Response from Stijn Smet:**

> Okay WOW — this one hit us right in the feels 😭🔥

“Game changer”? “Huge win”? “Can’t recommend enough”?? You’re spoiling us and we’re not even mad about it 💅

So pumped to hear Whale’s keeping your policies, procedures, and people aligned as you grow (fast!). That’s exactly what we’re here for — clean layout, easy updates, and zero chaos.

And can we just say… THANK YOU for the shoutout. You’ve officially made my day (and probably my week) 🫶

So proud to be part of your internal comms & onboarding glow-up — and we’re just getting started, baby. Let’s scale this thing 🚀🐋

Stino

  ### 45. Game-Changer for SOPs and Onboarding

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 07, 2025

**What do you like best about Whale?**

Streamlined SOP’s and documentation; faster on boarding; easy knowledge sharing; accountability, invisibility; built for busy teams; and, scales with growth.

**What do you dislike about Whale?**

One downside is that whales video recording doesn’t support voice narration

**What problems is Whale solving and how is that benefiting you?**

Whale solves the problem of constant repeat questions and inconsistent processes. By documenting our SOP’s and internal knowledge in one centralized, searchable platform, it frees up my time and empowers the team to find instant answers on their own. No more bottlenecks or “how do I do this?“ Interruptions – everyone works more independently and efficiently

**Official Response from Stijn Smet:**

> Thank you for laying it all out so perfectly — streamlined SOPs, faster onboarding, independent teams, and way fewer “how do I…?” interruptions. YES PLEASE. You nailed exactly what Whale was built to solve, and we love that it’s giving you back your time (and sanity 😅).

Also, you’re so right about the video voice narration — but good news: that’s on its way! Our editor does support voice recording already, and full voice-over in the CoCreator Extension is dropping soon. So get ready to narrate like the boss you are 🎤🐋

Thanks for trusting Whale to grow with you. We're hyped to keep building what your busy, scaling team needs 💪

Stino

  ### 46. Awesome product and great customer service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sharon C. | Trainer and paralegal, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 08, 2025

**What do you like best about Whale?**

Having all our processes in one place with the ease of creating the information and sending it out to staff.

**What do you dislike about Whale?**

The fact that we did not have it sooner.

**What problems is Whale solving and how is that benefiting you?**

Whale is helping us solve the issue of having our information on processes, etc in multiple locations. The entire firm has one location to search for the information. We are also able to push out reminders and new/updated procedures easily.

**Official Response from Stijn Smet:**

> Sharon, you just get it 🙌

"Awesome product and great customer service"? Stop it, we're blushing! 🥹
And the fact that your only dislike is that you didn’t have Whale sooner? Honestly… SAME.

It’s music to our ears hearing how Whale is helping you centralize chaos, streamline processes, and actually get the right info to the right people—without playing hide-and-seek across folders and emails. 🎯

You’re exactly the kind of powerhouse team we built Whale for. Thank you for the love, the energy, and the reminder of why we do what we do.

Here’s to pushing more updates, more wins, and fewer “Where’s that doc again?” moments 💪

Stino

  ### 47. We run on EOS and Whale!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrew S. | President, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 27, 2025

**What do you like best about Whale?**

The documentation process is straightforward. We can customize and standardize all internal processes within Whale with the same voice, look, and feel. We use the product daily. The support team is amazing, and onboarding the solutions was very easy. The integration with all of our other productivity solutions is a breeze.

**What do you dislike about Whale?**

The AI solution does not seem to be fully baked. User access controls are limited to the highest tiers. Making it challenging to restrict user access in a smaller company environment.

**What problems is Whale solving and how is that benefiting you?**

In the past we used sharepoint to keep our SOPs organized. Our handbook and internal docs were spread out. Whale has given us a clean organized we to deceminate information within our company.

**Official Response from Stijn Smet:**

> “We run on EOS and Whale” — say less, we are OBSESSED 😤🙌

You’re speaking our love language: clean structure, standardized voice, and daily use that actually feels good. That’s what we’re here for — making it ridiculously easy to document, scale, and stay aligned (without drowning in SharePoint sadness 😅).

Huge love for the support team shoutout too — they’re gonna cry happy tears reading this 🐋❤️

So pumped to be part of your EOS engine. Thanks for running Whale like the pros you clearly are 💪

Stino

  ### 48. Easy to use platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ti-Ana N. | Rental Service Agent, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 06, 2025

**What do you like best about Whale?**

Convenient, easy to use and navigate. Tasks set out well. Always know what’s expected of you and what is pending and needs action.

**What do you dislike about Whale?**

Nothing as of yet. 
All seems pretty straightforward

**What problems is Whale solving and how is that benefiting you?**

The fact that we need to implement training modules so that each employee knows what is expected of them and what to expect

**Official Response from Stijn Smet:**

> Ti-Ana, you nailed it 💥

Easy, convenient, clear expectations? That’s the Whale dream right there 🙌
We’re so happy to hear the platform is helping you stay on top of tasks, set the right expectations, and roll out training like a total pro.

And the fact you said “nothing to dislike”? You're making us feel like the teacher’s pet and we’re not mad about it 😇

Thank you for the love and for being part of the Whale pod 🐋 We’re cheering you on as you train, grow, and keep crushing it.

Stino

  ### 49. Easy to implement, easier to train

**Rating:** 4.5/5.0 stars

**Reviewed by:** F K. | Detailing Lead, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 06, 2025

**What do you like best about Whale?**

Formatting tools make consistency great! AI generation of drafts and consolidation of content is next level.

**What do you dislike about Whale?**

Some aspects of the interface are less intuitive, but majority of the layout and vernacular become second nature when building and training on playbooks.

**What problems is Whale solving and how is that benefiting you?**

Easy to document and disseminate new procedure as well as for new hires

**Official Response from Stijn Smet:**

> Now that’s the kind of feedback we live for 💥

Formatting ✨ consistency ✨ and AI magic all getting shoutouts? You’ve got us grinning ear to ear. So glad Whale’s making it easy to create, consolidate, and actually train without the chaos.

Totally fair call-out on some parts of the interface — we hear you loud and clear. The good news? We’re always polishing and simplifying so those “less intuitive” moments become “can’t-live-without” ones.

Thanks for being part of the Whale pod and for trusting us to make procedure rollouts actually painless. We’re cheering you on every step of the way 🐋

Stino

  ### 50. Multiple Tools in 1, for a Great Price!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 06, 2025

**What do you like best about Whale?**

It's very easy to use for my team, it has many great tools and use cases in one single product, customer service is solid, it's AI assistant functionality to retrieve your own data works well, the search feature is strong, it doesn't take long too load, my team loves it and it was easy to implement

**What do you dislike about Whale?**

Lack of customization on formatting, super occasional minor bugs

**What problems is Whale solving and how is that benefiting you?**

Easily accessible SOP's that are simple to create which is allowing us to scale and empower our team to make more decisions on their own

**Official Response from Stijn Smet:**

> Now that’s a review that hits all the right notes 🎯🙌

Thank you for the love! Hearing that Whale is helping your team scale, make faster decisions, and stay empowered? That’s literally why we built this thing 💥

We’re thrilled that the AI, search, speed, and rollout all hit the mark — and yes, we hear you on the formatting and those sneaky little bugs. Always working to tighten things up and make it even smoother. Your feedback helps us level up. 💪

Grateful to have you in the Whale pod — and we’re so glad the all-in-one magic is making life easier for your crew. You’re exactly the kind of team we love building for 🐋

Stino


## Whale Discussions
  - [What is Whale used for?](https://www.g2.com/discussions/what-is-whale-used-for) - 1 comment

- [View Whale pricing details and edition comparison](https://www.g2.com/products/whale/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-26+09%3A03%3A53+-0500&secure%5Bsession_id%5D=a1ab6e03-497a-4ea6-beee-138c934f2141&secure%5Btoken%5D=216400b91d7413ed5526327fd32cf5d56cd1ef32cf20be85f366681228078d3d&format=llm_user)
## Whale Integrations
  - [Asana](https://www.g2.com/products/asana/reviews)
  - [BambooHR](https://www.g2.com/products/bamboohr/reviews)
  - [Circle](https://www.g2.com/products/circle-so-circle/reviews)
  - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews)
  - [Paycor](https://www.g2.com/products/paycor/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Systemize](https://www.g2.com/products/systemize/reviews)

## Whale Features
**Training & eLearning**
- Content Delivery and Tracking
- Customer Training
- Manager Portals
- Content Storage and Management

**Task Tracking**
- Activity Feed
- Task Schedules
- Comments

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Summarization

**Agentic AI - Onboarding**
- Autonomous Task Execution
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Platform Content**
- Forms Library
- E-Forms
- E-Signature
- Background Checks
- Offer Letter Approvals
- Offer Letter Templates

**Knowledge Base**
- Q & A
- Link Sharing
- Searchable

**Checklist Options**
- Templates
- Native Forms
- Downloadable Manuals

**Platform Additional Functionality**
- Self-Service Portal
- Automated Team Introductions
- Compliance Training
- Automated Onboarding Workflows
- Onboarding Notifications

**Security**
- Verification
- Role-Based Permission

**Software Availability**
- Integrations
- Permissions
- Mobile Application
- Desktop Application

**Platform Data**
- Time-to-Productivity Reporting
- Onboarding Process Reporting
- Visualization

**Content**
- Trackable Analytics
- Import
- File Viewing
- Update Notifications

**Platform**
- Customization 
- Integration APIs
- Internationalization
- User, Role, and Access Management
- Performance
- Mobility
- Reporting
- Dashboards

**Communication**
- Social Features
- Tagging 
- Upload 
- Comments

**Recruiting and Onboarding**
- Interview Scheduling
- Onboarding

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