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Getting Started

This collection will help you start using the SourceWhale platform.

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Training Hub

Training resources for all SourceWhale modules

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Profile & Settings

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

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Integrations

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

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Outreach

The Outreach module is a multi-channel campaign automation system that helps recruiters book more meetings through personalized, multi-step sequences across email, social, and calls, all automatically logged to your CRM.

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Sourcing

The Sourcing module combines the functionality of the Extension, Data, and Search AI into a single unified experience. Add contacts to your CRM/ATS via the Extension, or use Search AI to search for contacts across both your CRM/ATS and public profiles.

1 article
Conversations

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

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Notetaker

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.

2 articles
Inbox Agent

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

2 articles