The SourceWhale Agent is a chat assistant built into SourceWhale. Wherever you see the agent panel - currently your Meetings and Calls pages, with more areas being added - it can reason across every record you have access to on that page, so you can spot themes, summarise a week's worth of activity, draft follow-ups in bulk, and get coaching. All in one place.
The agent is currently in BETA and being rolled out to a small group of customers. You'll see a BETA badge next to it in-app. If you'd like your team added, speak to your Account Manager.
How to Access the Agent
1. Go to a page where the agent is available (e.g. Meetings or Calls).
2. Open the agent panel from the right side of the page.
3. The scope chip at the top of the chat box defaults to everything on that page (e.g. All Meetings or All Calls) - this is where multi-record reasoning happens.
4. When you open a single record (one meeting or one call), the agent automatically focuses on it, while still having context from everything else you can access.
What the Agent Can Do
The agent has access to your meeting transcripts and summaries, and can:
Summarise meetings – one call, your last 10 calls, or any subset, in a format ready to share with your team.
Draft follow-ups – emails capturing clear next steps from one call or across multiple recent calls.
Coach you – performance reviews and missed-discovery feedback, per-call or aggregated across recent calls.
Find the meeting / the quote – ask things like "which call did the client mention budget?" and the agent will point you to the right meeting and pull the quote.
Filter and search – find meetings by contact, topic, date range, or content within transcripts.
Other things to try
What objections have clients raised across my recent calls?
Which calls this week mentioned [competitor / topic / role]?
Summarise everything I have discussed with [contact name] across our meetings/calls.
Privacy & Access
The agent only ever uses records you have access to. Each record's visibility settings are enforced on every query, so the agent can't surface anything you wouldn't normally be able to open. For meetings, that's each meeting's privacy setting (Public, Admins & Attendees, Attendees Only). See Notetaker - Making Meetings Private and SourceWhale Notetaker: Privacy, Security & Compliance.
FAQs
Does this require any setup?
No. Once your team is enabled for the BETA, the agent appears automatically on every supported page.
Where can I use the agent?
It's currently available on the Meetings and Calls pages, and we're rolling it out to more areas of SourceWhale. The experience is the same wherever you see the panel - only the records it reasons over change to match the page.
How is this different from Ask AI inside a single record?
Ask AI answers questions about one transcript only. The SourceWhale Agent can additionally reason across everything you have access to on the page - ideal for summarising a week of activity, spotting patterns, or drafting follow-ups in bulk. See Notetaker - Ask AI for the single-record experience.
Why can't I see the agent yet?
It's in BETA and only enabled for a small group of customers. Speak to your Account Manager to be added.
Can teammates see my records through the agent?
No. The agent respects each record's visibility settings - users only get answers from transcripts they already have permission to view.
Why is it labelled BETA?
We're road-testing the underlying multi-record infrastructure with a small group of customers before rolling it out more widely. Functionality and prompts may evolve based on feedback - please send any thoughts to your CSM.