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Outstanding Support and Engineering: Reviewers consistently praise Whatfix's support and engineering teams for their outstanding, …
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…
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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
For the latest information on pricing, visithttps://whatfix.com/pricing
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- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Demos
whatfix assistant demo - v0.1
YouTube
Learning on the job with Whatfix on Salesforce/Connexys platform [Demo]
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whatfix Product Demo @ UnPluggd 7
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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
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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
Reviewers rate Usability and Support Rating and Implementation Rating highest, with a score of 9.1.
The most common users of Whatfix are from Mid-sized Companies (51-1,000 employees).
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- 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
Reviews
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Score 10 out of 10
Vetted Review
Verified User
Overall price, no sneaky "extra" costs, low-pressure sales, confidence of team members.
September 13, 2021
Feedback Whatfix
Score 8 out of 10
Vetted Review
Verified User
The fundamental decision for Whatfix was a management decision at the international level. The different options Whatfix offered for different systems in our company led to the decision to go with Whatfix. Basically, I am very satisfied with the decision, as the presentation of various topics, among others for our CRM system, can be mapped more individually, specifically, and directly for the different addressees. The evaluation options are also much more extensive and detailed.
September 13, 2021
Experts in Digital Adoption!
Score 10 out of 10
Vetted Review
Verified User
Whatfix and WalkMe offered a very similar solution at the time of evaluating both platforms almost 4 years ago.
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.
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.
June 29, 2021
No/Low Code tool for Customer Service - Whatfix
June 22, 2021
Great tool for user adoption and training
The support from Whatfix is very good. It has better features than others. It has very few bugs. Whatfix is very user friendly. It meets all the requirements. They will quickly respond to all the queries and questions of users or your clients if they face any issues. Their content management is better than others.
Score 8 out of 10
Vetted Review
Verified User
May 10, 2021
Powerful tool with robust features!
Score 10 out of 10
Vetted Review
Verified User
Powerful tool with robust interface
April 26, 2021
A useful tool with great customer support
Great quality of support provided by Whatfix as I already mentioned. Looking at all the features it’s headed to the right direction. Very delightful in terms of the ease of use and setup. Meets all the requirements. Quick to respond to all the queries and questions whenever users get stuck in the middle of something.
April 23, 2021
Whatfix for Higher Education
I haven't used any other [Whatfix] like software, because it met all my needs.
March 25, 2021
Whatfix--very capable and flexible
Up until now we have relied on tools like Application Insights and our own internal database to track feature usage and our own internal notification tools to promote new features.
March 20, 2021
Customer experience is great
Price and customer support.
March 18, 2021
Easy to use, plenty of features, 1st-class support
November 16, 2020
Insightful help at users' fingertips
Score 9 out of 10
Vetted Review
Verified User
We did not do a comparison in this case, as Whatfix was advised to us by our Salesforce implementation partner, and demos and hands \-on moments were quite convincing, combined with a good price point.
November 06, 2020
Whatfix - What's under the hood? Amazing Software, Extraordinary Customer Service, and Creative and Innovative Employees
There is no comparison - Whatfix is the clear winner with us from the very beginning. As Whatfix continues to grow and innovate their product, engage with it's customers on a level beyond any I have every seen. They work as Partners with us, their teams from bottom to top are incredible - Customer Service, Collaboration Teams, Innovation, Sales, Success Mangers and everyone I missed are incredible. One team in particular I want to call out for there outstanding service, care and innovation to help us launch one of our systems is the Professional Services Team. Ganish, Joel, and everyone else who has been on our calls and worked behind the scenes to hit our incredible tight deadline in August - KUDOs for a job well done, You ROCK, THANK YOU words cannot describe how great you guys have been with us on this project, but on all of them. Whatfix's team definitely understands, the customer is first, they align with our values and we will continue to grow with them.