Note: Checklists were previously called "Guides." It's the same content type, new name.
In today's fast-paced workplace, finding the right information — fast — can make all the difference. That's where Coral comes in.
Meet your team's AI-powered knowledge assistant, built right into Whale. Coral helps you instantly retrieve information from your company's documentation, automatically draft new procedures, and even set up the structure of your workspace — all using natural, conversational language.
No more digging through folders, staring at a blank page, or wondering how to get started in Whale. Just ask, and Coral delivers.
💬 What Is Coral?
Coral is a smart, conversational chatbot trained on your entire Whale workspace. Whether you're looking for a policy, template, need to generate a brand-new Standard Operating Procedure (SOP) from scratch, or want help structuring your workspace, Coral gives you accurate results in seconds — as if you're chatting with a knowledgeable teammate.
🚀 Key Features
🧠 Trained on Your Content: Coral is powered by everything you've documented in Whale — including policies, procedures, and internal checklists.
✍️ AI SOP Generation: Need a new process documented? Tell Coral what you need, and she will draft a structured SOP for you to review and publish.
🏗️ Workspace Structure Builder: Not sure how to organize your Whale workspace? Coral can suggest and create a structure across all four levels of Whale, so you have a solid foundation to build on.
🧭 Understands Context: Coral goes beyond keywords and understands the meaning behind your questions for more precise, relevant answers.
🔎 Answer Confidence: Coral tells you whether an answer is fully supported by your documentation, only partially supported, or unavailable — so you always know how much to trust it.
🧠 Memory: Coral remembers useful context from your conversations to give more relevant answers over time. You're always in control — view, edit, or delete what she remembers any time in Managing Coral's memories.
✅ Checklists and flows: Ask Coral to draft a Checklist or a Training Flow, preview it in the chat, and save it when you're happy.
⏰ Available 24/7: Whether you're working late or starting early, Coral is always online — no delays, no waiting.
🌍 Multilingual Support: Ask in Spanish, Dutch, or French — Coral will detect and reply in that language automatically, even if your source content is in English.
📄 Page context: Coral can see the card or page you have open, so you can ask about it without pasting anything.
✨ Ask Coral in the editors: Select text in a card or checklist and ask Coral to rewrite, shorten or expand it.
💡 Use Cases: Ask Coral
Try questions or commands like:
"What are our company values?"
"Create an SOP for handling customer refund requests."
"What's the procedure for onboarding new employees?"
"Draft a step-by-step checklist on how to set up a Zoom webinar."
"Set up a workspace structure for a marketing team."
Coral will provide direct answers, link you to relevant cards, generate a fresh draft for your playbook, or scaffold your entire workspace — instantly.
⚙️ Create an SOP with Coral
Simply ask Coral something like:
"Create an SOP for handling customer refund requests."
"Draft a step-by-step checklist on how to set up a Zoom webinar."
"Create a checklist to follow the safety rules in a manufacturing warehouse."
"Write an SOP on how to prep a patient for a dental check-up."
Coral will provide a first draft that you can confirm or edit if needed.
Select the right spot in your workspace and you're good to go!
✏️ Edit an Existing Card with Coral
Coral isn't just for creating new content from scratch — she can also help you edit an existing Whale card. Instead of opening the card editor and making changes manually, you can ask Coral to update, expand, or refine the content directly.
For example, you could ask Coral:
"Update the Refund Policy card to include our new 30-day window."
"Add a section on remote work equipment to the IT Onboarding card."
"Tighten up the wording on the Expense Reimbursement card."
Coral will apply the requested changes to the card's content, which you can review before saving — giving you a faster way to keep existing documentation accurate and up to date, without starting a new card each time.
🏗️ Build Your Workspace Structure with Coral
Getting started in Whale can feel overwhelming — with four levels to work across, knowing where to put things isn't always obvious. Coral makes this easy.
Simply describe your team or company to Coral and she'll suggest a ready-to-use structure across all four Whale levels, so you're not starting from scratch.
Ask Coral something like:
"Set up a workspace structure for an HR department."
"Create a workspace layout for a customer support team."
"Build out a structure for a software development company."
Coral will generate a suggested structure tailored to your context.
Review and confirm the structure — Coral will create it directly in your workspace.
Whether you're setting up Whale for the first time or reorganizing an existing workspace, this feature gives you a clear, logical starting point in seconds.
🎯 Benefits of Using Coral
⏳ Save Time: No more clicking around or manual drafting — get what you need or create what's missing immediately.
🙌 Reduce Friction: Coral is intuitive and easy to use, helping new team members get up to speed faster.
🧱 Simplify Setup: The four levels in Whale are powerful, but they can feel complex. Coral removes that barrier by building your structure for you.
📈 Boost Productivity: When your team spends less time searching, writing, and organizing — and more time doing — performance improves across the board.
🔧 Customizing Coral to Match Your Brand
Want Coral to look and feel like a true part of your company? Admins can update Coral's appearance and branding via Workspace Settings.
💡 Pro Tip
Coral responds in any language — so even if your documentation is in English, your French- or Spanish-speaking teammates can ask questions, generate SOPs, or build workspace structures in their own language. Coral translates and drafts in the background accordingly.