Overview
What is Whatfix?
Whatfix is a SaaS-based platform that enables businesses to create real-time interactive guides on their application. Whatfix can be integrated with ease across all user touch-points inside any platform across the web and desktop. Whatfix helps businesses with:Simplifying User Onboarding…
Whatfix is the solution we didn't know we needed until we found it!
Great Experience with Whatfix
Good choice for user adoption and in-app user training
Whatfix Review
Great implementation with Whatfix
Feedback Whatfix
Experts in Digital Adoption!
They really fix the what in your product
We are using it for user onboarding and …
Whatfix Feedback
No/Low Code tool for Customer Service - Whatfix
Great tool for user adoption and training
Whatfix is a great tool supported by a great team!
DAP that caters to beginner and advanced users alike that keeps on improving
Powerful tool with robust features!
A useful tool with great customer support
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Reviewer Pros & Cons
Pricing
What is Whatfix?
Whatfix is a SaaS-based platform that enables businesses to create real-time interactive guides on their application. Whatfix can be integrated with ease across all user touch-points inside any platform across the web and desktop. Whatfix helps businesses with: Simplifying…
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
27 people also want pricing
Alternatives Pricing
What is Appcues?
Appcues is online software for creating in-product experiences such as user onboarding, feature announcements, etc. without writing any code. (The vendor believes it's the non-technical people who oftentimes have the best information about a software user's needs and desires.) The goal of using…
Product Demos
whatfix assistant demo - v0.1
Learning on the job with Whatfix on Salesforce/Connexys platform [Demo]
whatfix Product Demo @ UnPluggd 7
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Whatfix?
Whatfix is a SaaS-based platform that enables businesses to create real-time interactive guides on their application. Whatfix can be integrated with ease across all user touch-points inside any platform across the web and desktop.
Whatfix helps businesses with:
- Simplifying User Onboarding
- Making Employee Training Quicker and Effective
- Reducing Customer Support Costs by Making Platforms/Applications Self-serving
Whatfix key features and advantages include:
- Real-time Interactive Guides: Create personalised onboarding programs, engage new users and retain them effectively.
- Smarter In-app Training: Increase effectiveness of employee training programs with our in-app guidance system. The step-by-step guidance system can train employees on how to complete different tasks, e.g.Salesforce training, Microsoft Dynamics training.
- Improve Support with self-serving widgets: Add self service capabilities with our widgets to reduce your over support overhead and effort.
- Create documentations quickly and easily: Our interactive guides can be converted into multiple interactive media formats that can be easily embedded or exported as documentation.
- Multilingual support - Support your users across geographies. Whatfix enables you to engage your users with guides in multiple languages.
Whatfix Screenshots
Whatfix Video
Watch Introduction to Whatfix
Whatfix Integrations
Whatfix Competitors
Whatfix Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Windows, Linux, Mac |
Mobile Application | No |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(36)Community Insights
- Pros
- Cons
- Recommendations
Outstanding Support and Engineering: Reviewers consistently praise Whatfix's support and engineering teams for their outstanding, responsive, and helpful assistance. Multiple users appreciate the high level of support they receive from these teams, making them an invaluable resource.
Frequent Feature Enhancements: Many reviewers express appreciation for the frequent feature enhancements and functionality improvements that Whatfix releases every quarter. The regular stream of updates ensures that users can continually benefit from new and improved features, enhancing their experience with the tool.
Straightforward Pricing: Users find Whatfix's pricing to be refreshingly straightforward without unnecessary add-ons that other competitors charge for. This transparent pricing structure has been positively received by multiple reviewers, allowing them to easily budget for the tool without any surprises or hidden costs.
Dashboard Clunkiness: Some users have found the Dashboard to be clunky in certain areas, causing inconvenience. They have experienced difficulties navigating and performing tasks efficiently.
Filtering Inconsistency: Several reviewers have mentioned that the filters in the dashboard do not persist when selecting content, requiring them to repeatedly apply the desired filters. This inconsistency hampers their workflow and adds unnecessary frustration.
Analytics Improvements Needed: Users have expressed the need for improvements in analytics functionality. Specifically, they would like the system to remember their selections for a specified time window after choosing a start date. This would enhance their ability to analyze data effectively and save time by eliminating repetitive selection processes.
- Users recommend taking advantage of the amazing customer support offered by Whatfix. They have found the customer support team to be extremely helpful and responsive, making it worthwhile to reach out to them for any questions or issues.
- Starting early when using Whatfix is recommended. Reviewers advise beginning the implementation process early to ensure a smooth rollout and to take full advantage of the features and benefits of Whatfix.
- Users suggest identifying core issues and using Whatfix to help resolve them. They recommend utilizing Whatfix as a tool to identify and address the main pain points or challenges within their organization, such as onboarding or training difficulties, and leveraging the platform's capabilities to find solutions.
Attribute Ratings
- 9.1Likelihood to Renew3 ratings
- 9.1Availability1 rating
- 7.3Performance1 rating
- 9.1Usability7 ratings
- 9.1Support Rating8 ratings
- 9.1Online Training2 ratings
- 9.1Implementation Rating3 ratings
- 8.2Configurability2 ratings
- 9.1Product Scalability1 rating
- 8.2Ease of integration1 rating
- 8.2Vendor pre-sale1 rating
- 9.1Vendor post-sale1 rating
Reviews
(1-3 of 3)- Support team is very good and knowledgeable
- Manages expectations of customers
- Constant improvement of product platform
- Webinars
- Address other time zones for Webinars
- to offer more fonts across the themes
- Some themes are centralized and not specific
- Smart tips
- Beacons
- Advanced customization
- Pop-up
- Flow
- NA
- Digital adoption
- User training
- Links to training materials
- Announcements
- Automated flows
- Pop-ups for automated flows
- Dynamic smart tips
- Different languages using translation features
- Other
- Don't know
- Not sure
- Online Training
For both the use cases, the team immediately understood it and fixed the issues using advanced customization exceptionally.
- Push to ready, production
- Whatfix studio
- Launch live edit
- Visibility rules
- Page tags
- Icertis
- Not at the moment
- Javascript widgets
- CLM dashboard easy to use
- Better options in themes
Experts in Digital Adoption!
- Whatfix is a vendor that listens to their client, understands their business challenges, and works with them to achieve their goals.
- Feature enhancements are released every quarter, often with significant functionality improvements.
- The support and engineering teams are outstanding - responsive, helpful and nothing is ever too much trouble. Literally, second-to-none!
- The Dashboard (Administration Console) is sometimes a little clunky in some areas, but nothing causes any significant pain.
- Still, I've been working with Whatfix constantly over the past few years on many platform enhancements to make it a more efficient and effective experience for Content Creators and end-users alike.
Our new user onboarding experience for Salesforce has been scaled back considerably, ensuring we are able to focus on the importance of doing things the right way and upholding our company values.
Whatfix takes care of the day-to-day scenario-based training and essentially does all of the heavy lifting that was previously part of our bloated LMS course.
Whatfix is also well-suited in scenarios where you've got labor-intensive or complex, lengthy processes that can be confusing to follow for your end-users. A mixture of guided flows, timely pop-ups, smart tips, and beacons can help users feel more comfortable when working [on] your platform.
- Ability to automate/semi-automate Guided walkthroughs (Flows)
- Whatfix always welcomes and takes action on client feedback which helps to drive the product roadmap
- Whatfix listen to new concepts and use cases for their platform and help turn them into effective outcomes
- It's very rarely hear Whatfix say "This isn't possible with our product"
- 50% + time saved on content creation efforts, replacing traditional, static training materials with dynamic, multi-format output options
- Enabled us to reduce our onboarding course from 19 modules to 6 modules
- Huge reduction of up to 65% in [the] average time taken for a user to complete onboarding due to removal of 'How-to' training videos
We selected Whatfix as they represented better value and the flow creation process was a lot quicker and easier, meaning getting to grips with everything and preparation for go-live was going to be much faster.
Another key factor in our decision-making was how Whatfix shone through with their attention to detail and how keen they were to work with us.
We were assured first-class support, should that be needed. They've delivered on their promises every step of the way through our ongoing relationship with them. This is a vendor you can really trust.
- Sales
- Sales Management
- Sales Operations
- Marketing
- Delivery
A combination of these Rules and Tags are used to determine who your audience is for different types of content. This CAN get a little complex if your company is set up in a way that isn't always easy to determine specific groups of people.
Content creation is reasonably straightforward and most users would be able to manage this without any real difficulty.
- In-the-moment, self help guidance for our users
- Being able to increase efficiency by automating guided assistance
- Working with a great vendor to help us manage our internal data quality standards effectively
- The ability to use Whatfix to create bespoke solutions to overcome various business challenges
- We are using Whatfix to help us manage internal campaigns such as our NPS Survey readiness initiative
- Whatfix was the catalyst to improving our new user onboarding experience by streamlining our onboarding course.
- Real-time Data Quality monitoring of internal records within platforms such as Salesforce - alerting users to data quality anomalies or areas for potential improvement.
- Increase efficiencies across our internal job functions by providing in-the-moment, on-screen guidance for all different types of employees.
As with all technology tools and platforms, it's important to evaluate the marketplace to see what else is on offer. It would have to be something exceptional for us to seriously consider discontinuing our relationship with Whatfix.
- Price
- Product Features
- Product Usability
Otherwise, there isn't too much I'd change. First-class aftercare and support are a crucial part of the decision-making process when selecting a vendor, so it's important to get that right.
- Implemented in-house
This was based on the way we are internally structured from a IT Network perspective. We implemented to 5 different regions across 3 different phases.
When we transitioned from Salesforce Classic Interface to the Salesforce Lightning Interface, we took a similar approach, although this was more about introducing existing users to a new Salesforce UI, using Whatfix to walk them through new process routes, as opposed to introducing them to a brand new Digital Adoption tool.
It did however make me appreciate that Change Management is a job in itself and it's important to have someone in this role who can manage all the moving parts of a big project such as this while ensuring everything is carried out in a structured way, including how end-users are being readied for what's coming up.
- Ensuring our internal network teams understood the deployment requirements
- Coordinating the regional network deployment teams to all work towards a singular deployment date if multiple regions were being deployed in the same phase.
The support team is friendly, helpful and always willing to listen to your suggestions and ideas. This also applies to the Engineering team who I've spent several hours on calls with debugging a few of the more challenging scenarios we have in place.
Nothing is ever too much trouble for Whatfix and they are truly best-in-class when it comes to their support model.
As far as I'm aware, they treat all of their clients the same and the support service they offer is absolutely outstanding. Our support is included in the overall package price.
- Creating flows
- Creating pop-ups
- Creating and assigning content tags
- Understanding the relationship between some of the tags, visibility rules, search scope rules, Page Tags, Role Tags and Windows Variables can be a little challenging until you know what you are doing, then it's reasonably manageable.
- Best-in-class Customer Care. Customer Service and Customer Success are doing an excellent job at helping us [get] the most value out of Whatfix. Personally, I've learned a lot about working with a DAP that goes beyond the current implementation and they are great help in terms of fresh ideas, ways to measure, etc. Very proactive.
- Open platform and API. Whatfix integrates out-of-the-box with common enterprise tools like Confluence and Amplitude. You can even tap their API to pull reports and create static content and delete Whatfix content.
- Continuous feature development and improvements. After using Whatfix for roughly 1½ years, we first-handedly experienced how Whatfix keeps on improving and adding features, making it more and more useful with each iteration.
- Point and click content creation. Creating content is as easy as pointing and clicking inside your own application, or in case of popups, selecting a template and customize it to your needs.
- Advanced customizations. If you "speak" JavaScript, you can customize the experience with Whatfix even further without needing to do changes to your applications code.
- How no-code the experience with Whatfix is really depends on your application. As one of our applications relies on nested iframes, not everything worked out-of-the-box and we had to spend time on debugging and doing advanced customizations. Though the support team at Whatfix has been very helpful in solving these matters, it still made it difficult for us to delegate the work to coworkers with less technical experience.
- Prone to bugs. While no platform is perfect, we unfortunately had some cases where bugs broke popups and guides for our users.
- Look & feel customization can be restrictive and inconsistent. Depending on what kind of content you create, you have more or less options to customize the look and feel of the content. E.g. popups have a dozen of pre-configured templates and the possibility to edit the style based on HTML, CSS, and Javascript (JSX), whereas Task Lists have less options to be configured. Though I was informed that Whatfix will improve this in the near feature.
- Point and click creation of content.
- Open platform that can be integrated with other enterprise tools (e.g. Amplitude and Confluence).
- Multi-language versioning of content.
- Relatively easy to create logics for visibility of content, e.g. pages, user attributes, etc.
- Customer service less frequently needs to handle calls/tickets about routine questions (e.g. how to recover your password). This improves employee happiness and customer satisfaction.
- Whatfix efficiently caters to asynchronous learning scenarios leading to quicker time-to-value for our users.
- Allows for easy and efficient one-to-many communication. Product teams can now showcase new features, customer success can promote less used features and in case of maintenance or technical issues, we can publish announcement in very short time.
- Whatfix is more like a partner, helping us with customizations, training our employees, etc.
If I was to hire someone today I would look for,
- Great technical understanding
- Interpersonal skills
- Project management skills
- Autodidact learning skills
- Customer onboarding
- In-app self-service and guidance
- Being present in 7+ countries we need to be able to do different versions and translations of guidance
- Migration of users from legacy applications to new applications
- Warning users when creating duplicate content
- Switching users from Internet Explorer to evergreen browsers
- Noticing if there a known bugs or planned maintenance
- Migration of users from legacy applications to new applications
- Marketing automation
- Custom content for our biggest clients
- Implemented in-house
- Delegating responsibilities of maintaining and supporting existing content
- Know what to measure and how to measure. Have some baseline data.
- Know that Whatfix is only as good as your own understanding of your application. Sometimes it is the code of your application that is the issue.
- To be efficient, have a roadmap.
- Communicate with your stakeholders - frequently and open.
- Be iterative
- Online training
- Creating so-called flows is just point-and-click.
- Creating popups can be as easy as selecting a template and as advanced as using HTML, CSS and JSX.
- It can be difficult to get a clear picture of what is in production, what needs translations, what is in draft, etc.
- Easy to [lose] track and oversight of how things are connected, their visibility, current state.
- Translations could be improved. We often need to help our translators with formatting content.