SourceWhale

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This collection will help you start using the SourceWhale platform.

Getting Started

Profile is where you can adjust your email throttling, signature and sending on holidays  

Profile & Settings

Everything you need to know about the Admin Panel 

Admin Panel

Everything you need to know about setting up and using your Integrations.

Integrations

The CRM & ATS module is designed to organize Contacts/Candidates into Jobs and Business Development Projects. Keeping track of pipelines and connecting it to the rest of SourceWhale such as campaigns, calls, meetings, etc.

CRM & ATS 

The Conversations module is a communication platform that makes it easy to connect with prospects, clients and candidates in real-time through calls, one-off SMS messaging, and WhatsApp 

Conversations

The Notetaker module is an AI-powered assistant that automatically joins, records, and transcribes your meetings on Zoom, Google Meet, and Microsoft Teams, generating structured summaries with key discussion points and action items that sync directly to your CRM.

Notetaker

Inbox Agent is an integration designed to enhance email communication with clients and candidates directly within your email provider inbox.

Inbox Agent

Find out more information about our APIs and MCPs

API & MCP

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Volume, creators and topics for your company.

Insights

Top creators

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

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Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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