Plans

✗ Forever Free

✗ Essentials (*retired)

ⱱ Scale

ⱱ Enterprise

Why?

Suggestions work on all web-based tools and help you share your content to onboard and train your team, no matter where they work from. It allows you to support your team on a daily basis, and together you are building on the consistency of the company.

 How?

The web extension bases its suggestions on three variables:

1. Who are you, and what is your role within the company?
2. In what tool are you working?
3. What are you doing specifically, the context?

Create a suggestion:

1. Open a card and click on the share button to see the the suggestion icon appear. (The light bulb)
   
   
2. Suggest a card:
   Add a Suggestion
   This automation allows you to attach Cards to a desired website or app, so your team sees important information when they navigate to it.
   
   Exact url vs Page contains words or phrase
   Exact URL: Target a URL precisely as specified.
   Linke page URL with page words: Target a url that is generic and add specific words to trigger the card. (i.e.: mail.google.com - containing the words "Kick-Off" to trigger the Kick Off template email)
   
   
3. Fill in the URL and click save.

To edit or delete: in the suggestions pop-up, click on the three-dotted menu in the bottom right corner of the Suggestion and choose edit or delete:

You can find one simple overview and manage all your auto-suggestions in one single dashboard by going to Automations and clicking Suggestions.

Video

--

If you landed on this page while looking for information on documentation and training software you can navigate to our main webpage --> usewhale.io/