Suggestions help you deliver just-in-time training and support across the tools your team already uses. With Whale’s browser extension, you can automatically show the right card at the right moment, no matter where your team is working — from Gmail to Salesforce to any internal system.
By surfacing relevant SOPs, templates, or playbooks right when and where they’re needed, Suggestions help drive consistency, speed up onboarding, and reduce mistakes across daily workflows.
How Do Suggestions Work?
The Whale web extension suggests cards based on three smart variables:
Who you are – your role or department
Where you are – the tool or website being used
What you’re doing – the page context or keywords
This means your team gets contextual help that’s always relevant — without needing to search for it.
How to Create a Suggestion
Step 1: Open the Card You Want to Suggest
Open any card in Whale
Click the Share button
The 💡 Suggestion icon will appear
Click “Add Suggestion”
Step 2: Choose Where to Trigger the Suggestion
You have two targeting options:
Exact URL – The card will appear only on a specific URL (e.g., https://crm.example.com/new-lead)
URL + Page Contains – The card will appear when:
The user is on a general page (e.g., mail.google.com)
The page contains specific keywords (e.g., “Kick-Off” to suggest a Kick-Off email template)
Enter the target URL and keywords (if needed), then click Save.
Managing Suggestions
You can edit or delete Suggestions by:
Opening the Suggestion pop-up by clicking on the suggestion
Click the three-dot menu in the right corner to edit or delete
Centralized Dashboard
For a full overview:
Go to the Training section
Click Suggestions
From this dashboard, you can:
View all active Suggestions
Edit, delete, or create new ones
Track how content is being triggered and used
Example Use Case
Let’s say your sales team sends kick-off emails via Gmail. You can attach the Kick-Off Email Template card to:
mail.google.com as the base URL
And trigger it when the page contains words like “Kick-Off” or “Client XYZ”
Now, when the team composes an email, Whale will automatically suggest the right content — saving time and ensuring consistency.
Consistency, Delivered Anywhere
Whether your team is in a CRM, support inbox, or internal platform, Suggestions bring training and guidance to them — exactly when they need it. No searching, no delays.
👉 Activate your first Suggestion today and help your team work smarter in every tool they use.