Whatfix Reviews and Ratings

Rating: 9.9 out of 10

Score

9.9 out of 10

Community insights

TrustRadius Insights for Whatfix are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

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.

Reviews

30 Reviews

Great tool for setting up integrated guides and self-help tools, as well as gathering data and insight

Rating: 10 out of 10

January 15, 2025

Use Cases and Deployment Scope

Whatfix helps our bank with providing a tool to allow our users to self-train and self-service various products

Pros

User interface and design
Easily integrated into our systems
Intuitive back end tools
Metrics and reporting
Servicing and support
Professional Services

Likelihood to Recommend

It's great for setting up guides and trainings that are directly integrated into your products

Verified User

Manager in Product Management (1001-5000 employees)

Vetted Review

4 years of experience

Whatfix is now my go-to DAP tool for small, medium and large enterprises!

Rating: 10 out of 10

January 10, 2025

Use Cases and Deployment Scope

We are developing software to support an emerging market of investment in biodiversity. New regulations to comply with, confusing new business processes and disconnected stakeholders. We want our users to efficiently, smoothly and successfully complete these processes so they can grow their own businesses whilst also benefitting our environment. Implementing a good digital adoption tool will be key to guiding users through our software, clever self-help related to the user’s current step/page and on-screen hints to speed up a user’s journey through the process.

Pros

Understanding the unique needs of this new emerging market and unfamiliar business processes.
Fantastic professionalism from all the Sales team and Professional Services team, right from our first enquiry via their website.
Providing a structured onboarding process and strong project management offering which helps us feel confident we will achieve our goals with Whatfix, despite our ambitious delivery timeline.

Cons

Although there are AI-type capabilities in Whatfix, we are keen to look at using voice recognition to allow users to complete forms or ask questions of the self-help tool. It is probably already on their roadmap....

Likelihood to Recommend

- Variety of Whatfix components that can be used to address the needs of users battling to use a new piece of software to follow a new and complicated business process.

- Appearance of Smart tips based on criteria/rules which targets the guidance information to only the relevant subset of users.

Verified User

Team Lead in Information Technology (11-50 employees)

Vetted Review

1 year of experience

Fair priced DAP

Rating: 6 out of 10

Incentivized

January 9, 2025

Use Cases and Deployment Scope

To onboard new customers, guide existing customers in using our SW, remind seasonal users of standard procedures, and announce new features or functionalities.

Pros

Popups - With the newest releases, not only do I have a better GUI, I can configure them better and dynamically.
Beacons - When web elements have stable IDs, they work well and are easy to deploy.
Support - Although it takes time mostly to get a working solution, there are many ways of getting help and support.

Cons

Out of the box configurations - For every error encountered, I have the feeling there is no standard solution to the same problem and something has to be done from the back end. This costs so much time is is very frustrating for I would rather solve my own repeat problems if there was a straight forward way to do this.
SelfHelps - It does not matter the configuration, they ever feel unstable.
Flows - the JQUERY functionality meant to make flows stable by using IDs, is the most unstable feature.

Likelihood to Recommend

In terms of price, they are unbeatable, however there is much room for improvement regarding stability and reliability.

Verified User

Employee in Information Technology (51-200 employees)

Vetted Review

3 years of experience

Enhancing Training Outcomes with Whatfix’s Flexible Deployment Solutions

Rating: 10 out of 10

December 20, 2024

Use Cases and Deployment Scope

In our organization, Whatfix is used to streamline and enhance training and onboarding processes by providing interactive, in-app guidance and learning tools. It addresses challenges such as complex software adoption, user training, and knowledge retention.The platform simplifies the learning curve for new employees and customers, ensuring consistent and effective training. Key use cases include creating step-by-step walkthroughs, providing contextual help, and offering on-demand resources for both internal teams and external users, resulting in improved engagement and productivity.

Pros

Interactive In-App Guidance
Customizable Content Delivery
Analytics and Insights

Likelihood to Recommend

There han't been a time where Whatfix hasn't been "well suited" or less appropriate for our business. Whatfix has become a integral part of our business and our customer experience, providing access to training materials, integration with our knowledge base, interactive workflows and more. As it is THE tool used for training, onboarding and support thrive with use from Whatfix.

Verified User

Director in Product Management (11-50 employees)

Vetted Review

2 years of experience

Whatfix is the solution we didn't know we needed until we found it!

Rating: 10 out of 10

July 1, 2023

Use Cases and Deployment Scope

We implemented Whatfix on Salesforce after we rolled it out the previous year. Whatfix provides in-app assistance with detailed, complicated tasks through flows and smart tips. We also use Whatfix to announce updates and upgrades with beacons and pop-ups. Across the company, time spent helping users with Salesforce has decreased, and users are able to help themselves more readily, which helps improve the customer experience we strive to provide.

Pros

The widgets offer many possibilities to help users do their jobs more efficiently and with less stress.
Pricing was straight-forward without all the add-ons competitors would charge.
Most importantly, Whatfix's team members are kind, helpful, hardworking, and innovative! They are always upgrading and improving the tool. They find solutions to problems which would otherwise stress us out! We have never had such a positive vendor relationship!

Cons

Although creating content is easy, it's not always as easy to make it work and appear correctly. (Thank goodness for the excellent Whatfix support team, though!) I just wish it was easier to do everything myself.
Being a bank with stringent security requirements, we struggle with being able to grant system access to the Whatfix team to help us set up new systems and create content. This is not a "con" against Whatfix per sae; it is just a fact that we must work around.

Likelihood to Recommend

Currently, we are only using Whatfix with Salesforce but are in the process of implementing on other systems. It is an excellent tool to organize and provide in-app access to training materials already created. It excels at providing guidance about tasks users don't complete often and, therefore, forget what they were trained about the process. The only sort of system it might not work well is one that provides its own robust in-app assistance. More than one type of tip icon being displayed, for instance, could be confusing.

Kirsten Schwenn

Instructional Designer at Ameris Bank (1001-5000 employees)

Vetted Review

1 year of experience

Great Experience with Whatfix

Rating: 10 out of 10

May 24, 2023

Use Cases and Deployment Scope

We initially implemented Whatfix to help reduce the number of support tickets we receive regarding our CRM. We were able to create content in Whatfix for users to answer questions regarding processes, inputting data, viewing reports, etc. One of the main benefits was it provided 24/7 instant support for our users. Next, we introduced Whatfix as part of our new hire training for the CRM. It's been a great way for new hires to learn at their own pace and because of their positive experience during the onboarding period, they are more likely to refer to our Whatfix content before opening a support ticket.

Pros

Account Management teams are customer-focused and always attentive to business needs
Regular feature enhancements
Technical Helpdesk is incredibly fast to resolve open tickets

Cons

Sometimes buggy, but it's quickly resolved when I submit a support ticket

Likelihood to Recommend

Whatfix is a wonderful vendor who is always listening to our needs. They are constantly enhancing the tool with new features to better serve our customers.

Verified User

Employee (10,001+ employees)

Vetted Review

1 year of experience

Good choice for user adoption and in-app user training

Rating: 10 out of 10

May 23, 2023

Use Cases and Deployment Scope

We use WhatFix for user adoption in a Contract Lifecycle Management tool at our organization. The tool helps users by providing guidance within the application by way of flows, smart tips etc.

Pros

Support team is very good and knowledgeable
Manages expectations of customers
Constant improvement of product platform
Webinars

Cons

Address other time zones for Webinars
to offer more fonts across the themes
Some themes are centralized and not specific

Likelihood to Recommend

WhatFix is well suited for use cases like change management and user adoption in a less intuitive platform where end-users are not technically savvy. Less appropriate for tools that are already very intuitive

Verified User

Administrator in Legal (10,001+ employees)

Vetted Review

1 year of experience

Whatfix Review

Rating: 9 out of 10

Incentivized

October 29, 2021

Use Cases and Deployment Scope

Whatfix supported the digital adoption of our new HR IT system through 'Self-Help' guidance for our office based Colleagues and all Hiring Managers.

Pros

Allows uses to self service help and guidance on common tasks
To add in fast solutions in sticking points in our new HR IT system
Create training content
To communicate to our users about system downtime or new features

Cons

More customisation of elements

Likelihood to Recommend

Whatfix is great for the adoption of new IT systems to users with vastly different levels of IT skills. Whatfix allowed users to self serve their own help queries which saved many hours of support that the users would have needed to use our new HR IT system.

Claire Roberts

HR Assistant in Human Resources at ALDI (10,001+ employees)

Vetted Review

1 year of experience

Great implementation with Whatfix

Rating: 10 out of 10

September 13, 2021

Use Cases and Deployment Scope

We use Whatfix on our CRM System. So the whole organization can use and have the benefits. We explain not well-known processes, new features, and link[s] to existing information materials.

Pros

Great training sessions
Fast reaction on questions
Close personal contact

Cons

Nice to have: different design options for smart tips (you have to decide for one configuration which is valid for all)
Nice to have: free choice where to show the self help
Nice to have: possibility to save filter, for example in Analytics

Likelihood to Recommend

<ul><li>Explain processes (you can guide your users through not well known or seldom-used processes)</li><li>Onboard new users</li><li>Give tips</li><li>Show new features</li><li>Interactive self-help</li><li>Possibility to give tasks to [the] user</li></ul>

Verified User

Project Manager in Information Technology (1001-5000 employees)

Vetted Review

1 year of experience

Feedback Whatfix

Rating: 8 out of 10

September 13, 2021

Use Cases and Deployment Scope

Whatfix is used to support digital learning for our CRM tool. The users are mainly active in sales. We mainly relied on the possibilities of Whatfix to control and also inform the users of the tool, especially how to use it. The main tool we have discovered is the "Self Help" with different contents. For further topics, we will also use the "Task List".

Pros

The possibility to explain content in different ways
The handling is very easy
The support is very good

Cons

The possibility to select content/widgets at the time for "push to production" (some we would like to p2p for one single content, that is not possible at the moment).
I wish the filters in the dashboard would stay when you choose a content, currently you have to filter again and again.
In the analytics area, I would like the system to remember this for a certain time window after selecting the start date.

Likelihood to Recommend

For the area of independent learning of topics in a system, Whatfix is best suited, as it offers many possibilities due to the different offers of the presentation.

We are developing this with the support of the personnel development department and it is showing the first positive results and it is showing the first positive results in our sales units.

Katja Marggraf

Professional Inhouse Consultant in Professional Services at Hays (1001-5000 employees)

Vetted Review

1 year of experience

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Reviews and Ratings

Whatfix is the solution we didn't know we needed until we found it!

Rating: 10 out of 10

July 1, 2023

Use Cases and Deployment Scope

Pros

The widgets offer many possibilities to help users do their jobs more efficiently and with less stress.
Pricing was straight-forward without all the add-ons competitors would charge.
Most importantly, Whatfix's team members are kind, helpful, hardworking, and innovative! They are always upgrading and improving the tool. They find solutions to problems which would otherwise stress us out! We have never had such a positive vendor relationship!

Cons

Although creating content is easy, it's not always as easy to make it work and appear correctly. (Thank goodness for the excellent Whatfix support team, though!) I just wish it was easier to do everything myself.
Being a bank with stringent security requirements, we struggle with being able to grant system access to the Whatfix team to help us set up new systems and create content. This is not a "con" against Whatfix per sae; it is just a fact that we must work around.

Likelihood to Recommend

Kirsten Schwenn

Instructional Designer at Ameris Bank (1001-5000 employees)

Vetted Review

1 year of experience