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Access your content anywhere with our CoPilot Extension

Updated today

Whaleโ€™s Web Extension (CoPilot) brings your company knowledge to the surface โ€” right where your team is working. From contextual suggestions to instant access to playbooks and SOPs, the extension helps your team stay in flow without switching tools or tabs.

Whether youโ€™re browsing Gmail, Salesforce, or any internal platform, Whale works in the background to deliver just-in-time guidance directly in your browser.


๐Ÿ’ก Why Use the Whale Extension?

  • ๐ŸŒ Contextual Suggestions: Based on the URL and page content, Whale surfaces the right card at the right time.

  • ๐Ÿ” Search Without Leaving Your Tab: Quickly search your Whale workspace or ask Alice from any page.

  • ๐Ÿ“‘ Bookmark Playbooks: Keep important content close.

  • ๐Ÿ“‹ Copy & reuse content: Easily lift content for emails, chats, or documentation.


๐Ÿ“ฅ How to Install the Whale Extension (Individual Users)

โœ… For Chrome or Brave (also works in Edge with setup)

  1. Install the extension via this link

  2. Click the Whale icon in your browser toolbar

  3. Log in with your Whale credentials

  4. Look for the blue ribbon with a ๐Ÿ’ก icon on pages where suggestions are triggered

Whale now delivers card suggestions based on both the page URL and specific words on the page.


๐Ÿ“ฑ Use Cases

  • A support rep on a help desk tool gets real-time suggestions on how to handle a refund

  • A sales rep on HubSpot sees the outreach email template suggested automatically

  • A new hire on Gmail gets onboarding help based on keywords like โ€œfirst weekโ€ or โ€œKick-Offโ€


โœ… Summary: Why It Matters

  • ๐Ÿง  Access content in context โ€” no more tab switching

  • ๐Ÿ› ๏ธ Works across any web-based tool (Gmail, HubSpot, Salesforce, etc.)

  • ๐Ÿ” Easy to install for single users or entire teams

  • ๐Ÿ“ˆ Boost productivity, reduce friction, and reinforce process consistency

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