Whaleโs 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 youโre browsing Gmail, Salesforce, or any internal platform, Whale works in the background to deliver just-in-time guidance directly in your browser.
๐ก Why Use the Whale Extension?
๐ Contextual Suggestions: Based on the URL and page content, Whale surfaces the right card at the right time.
๐ Search Without Leaving Your Tab: Quickly search your Whale workspace or ask Alice from any page.
๐ Bookmark Playbooks: Keep important content close.
๐ Copy & reuse content: Easily lift content for emails, chats, or documentation.
๐ฅ How to Install the Whale Extension (Individual Users)
โ For Chrome or Brave (also works in Edge with setup)
Install the extension via this link
Click the Whale icon in your browser toolbar
Log in with your Whale credentials
Look for the blue ribbon with a ๐ก icon on pages where suggestions are triggered
Whale now delivers card suggestions based on both the page URL and specific words on the page.
๐ฑ 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 โfirst weekโ or โKick-Offโ
โ Summary: Why It Matters
๐ง Access content in context โ no more tab switching
๐ ๏ธ Works across any web-based tool (Gmail, HubSpot, Salesforce, etc.)
๐ Easy to install for single users or entire teams
๐ Boost productivity, reduce friction, and reinforce process consistency