Whale’s Web Extension (CoPilot) brings your company knowledge to the surface — 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 you’re browsing Gmail, Salesforce, or any internal platform, Whale works in the background to deliver just-in-time guidance directly in your browser.
💡 Why Use the Whale Extension?
🌐 Contextual Suggestions: Based on the URL and page content, Whale surfaces the right card at the right time.
🔍 Search Without Leaving Your Tab: Quickly search your Whale workspace or ask Alice from any page.
📑 Bookmark Playbooks: Keep important content close.
📋 Copy & reuse content: Easily lift content for emails, chats, or documentation.
📥 How to Install the Whale Extension (Individual Users)
✅ 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 💡 icon on pages where suggestions are triggered
Whale now delivers card suggestions based on both the page URL and specific words on the page.
📱 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 “first week” or “Kick-Off”
✅ Summary: Why It Matters
🧠 Access content in context — no more tab switching
🛠️ Works across any web-based tool (Gmail, HubSpot, Salesforce, etc.)
🔐 Easy to install for single users or entire teams
📈 Boost productivity, reduce friction, and reinforce process consistency
Install the web extension for all users company wide (Google Suite)
Force install Whale extension
These steps assume you're familiar with configuring Chrome settings in your Admin console.
In your Google Admin console (at admin.google.com)...
Go to Devices > Chrome.
Click Apps & extensions > Users & browsers or Managed guest sessions.(if you can't see the app yet, add it via the yellow + and the Google Chrome icon at the bottom of your screen)
To apply the setting to all users and enrolled browsers, leave the top organizational unit selected. Otherwise, select a child organizational unit.
Go to the Whale extension
Under Installation policy, choose Force install + pin.
Click Save. If you configured a child organizational unit, you might be able to Inherit or Override a parent organizational unit's settings.
Install the web extension for all users company wide (Office 365)
Set Chrome app and extension policies (Windows).
Applies to Windows users who sign in to a managed account on Chrome browser.
As an administrator, you can automatically install Chrome apps and extensions on users' computers. You can also control which apps or extensions users can install. You set the default policies for all apps and extensions. Then, if you want to customize policies for specific apps or extensions, you can override your defaults.
Step 1: Review the policy
Policy | Description and settings |
ExtensionSettings | Manage the apps and extensions users can install.
|
Step 2: Update your Group Policies
In your Microsoft Windows Group Policy Editor (Computer or User Configuration folder):
Go to Administrative Templates > Google > Google Chrome > Extensions.
Open Extension management settings.
Tip: If you don’t see the policy, download the latest policy template.Enable the policy and enter its compact JavaScript Object Notation (JSON) data in the text box.
Note: Enter JSON data as a single line with no line breaks. You can use this third-party JSON compression tool to validate policies and compact them into a single line (example JSON data below).Set your desired app and extension policies (details below).
Example JSON data |
{ |
Compact JSON data |
{""*"":{""runtime_blocked_hosts"":[""*://*.example.com""],""blocked_permissions"":[""usb""]}} |
Step 3: Get Chrome app or extension IDs
Skip this step if you're not going to customize policies for specific apps or extensions.
To apply policies and settings to a specific Chrome app or extension, you need to identify it. Every app and extension in the Chrome Web Store has its own unique identification (ID) that doesn’t change across versions. So, if a user installs a specific app or extension on multiple devices, it has the same ID on all devices. Each ID is 32 characters long.
To find an app or extension ID:
Open the Chrome Web Store.
Find and select the app or extension you want.
Look at the URL. The ID is the long string of characters at the end of the URL.
For example, nckgahadagoaajjgafhacjanaoiihapd is the ID for Google Hangouts.
Step 4: Set app and extension policies
For each implementation (sample code below):
Set a default policy that applies for all apps and extensions. Use the * value.
(Optional) Customize the policy for individual apps or extensions. Use the app or extension ID (details above).