Skip to main content
TrustRadius
Whatfix

Whatfix

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…

Read more
Recent Reviews

TrustRadius Insights

Outstanding Support and Engineering: Reviewers consistently praise Whatfix's support and engineering teams for their outstanding, …
Continue reading
TrustRadius Insights
TrustRadius Insights

Great Experience with Whatfix

10 out of 10
May 24, 2023
We initially implemented Whatfix to help reduce the number of support tickets we receive regarding our CRM. We were able to create content …
Continue reading

Great implementation with Whatfix

10 out of 10
September 13, 2021
We use Whatfix on our CRM System. So the whole organization can use and have the benefits. We explain not well-known processes, new …
Continue reading

Feedback Whatfix

8 out of 10
September 13, 2021
Whatfix is used to support digital learning for our CRM tool. The users are mainly active in sales. We mainly relied on the possibilities …
Continue reading

Experts in Digital Adoption!

10 out of 10
September 13, 2021
Whatfix is being used within our Global Sales Excellence team as part of our centralised training team technology stack for Sales tools.

Wha…
Continue reading

Whatfix Feedback

9 out of 10
July 04, 2021
Incentivized
Whatfix is used as an interactive assisting feature on the platform. It is used to assist all the customers of the organization. It helps …
Continue reading
Read all reviews

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

View all pros & cons
Return to navigation

Pricing

View all pricing
Whatfix

Whatfix

N/A
Unavailable

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

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

Appcues

Appcues

$299
per month/billed monthly
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…

Return to navigation

Product Demos

whatfix assistant demo - v0.1

YouTube

Learning on the job with Whatfix on Salesforce/Connexys platform [Demo]

YouTube

whatfix Product Demo @ UnPluggd 7

YouTube
Return to navigation

Product Details

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

Screenshot of The analytics of a Digital Adoption Platform helps determine what’s working (and what’s not) so adjustments to your DAP can be made to DAP content as necessaryScreenshot of Analytics - Obtain reports on flow usage, queries served, drop-offs, and other engagement metricsScreenshot of Beacon - Create alerts to guide users to changes and new featuresScreenshot of Data validation - Tell users in real-time if the data they entered is accurate, based on pre-established criteriaScreenshot of In-app guidance - Step-by-step guided walkthroughs to take the user through every step of a taskScreenshot of Self-Help - Self-service support contextualized based on user role and location in the applicationScreenshot of Survey - Obtain direct feedback from users via surveys and use the information to update training and guidance featuresScreenshot of Tasklist - Onboard new users with a set of tasks that they need to complete in order to get started with the applicationScreenshot of Unsuccessful search terms - Identify gaps and optimize Help content using the 'Unsuccessful search terms' metric

Whatfix Video

Whatfix Integrations

Whatfix Competitors

Whatfix Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationNo

Frequently Asked Questions

WalkMe, Articulate Storyline, and Intercom are common alternatives for Whatfix.

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).
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(36)

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!

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

(1-25 of 26)
Companies can't remove reviews or game the system. Here's why
July 01, 2023

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

KS
Kirsten Schwenn
Instructional Designer
Ameris Bank (Banking, 1001-5000 employees)
Score 10 out of 10
Vetted Review
Verified User
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.
October 29, 2021

Whatfix Review

CR
Claire Roberts
HR Assistant
ALDI (Supermarkets, 10,001+ employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
September 13, 2021

Great implementation with Whatfix

Verified User
Project Manager in Information Technology
Staffing & Recruiting Company, 1001-5000 employees
Score 10 out of 10
Vetted Review
Verified User
Likelihood to Recommend
  • Explain processes (you can guide your users through not well known or seldom-used processes)
  • Onboard new users
  • Give tips
  • Show new features
  • Interactive self-help
  • Possibility to give tasks to [the] user
September 13, 2021

Feedback Whatfix

KM
Katja Marggraf
Professional Inhouse Consultant
Hays (Staffing & Recruiting, 1001-5000 employees)
Score 8 out of 10
Vetted Review
Verified User
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.
September 13, 2021

Experts in Digital Adoption!

Lee Glenn | TrustRadius Reviewer
Lee Glenn
Technical Training Consultant
Experian (Consumer Services, 10,001+ employees)
Score 10 out of 10
Vetted Review
Verified User
Likelihood to Recommend
Whatfix is well suited to ensuring a smooth transition from users completing their onboarding experience, to using the platforms and tools that form part of their technology stack when going about their daily duties.

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.



July 19, 2021

They really fix the what in your product

Verified User
Employee in Product Management
Computer Software Company, 51-200 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
We are using it for onboarding and customer self-service so I can safely say they are one of the best options out there. We have been looking for a solution for the last 2 years and nothing fully came close to what we were looking for based on price-performance comparison and features. Whatfix was "it", we did a PoC and they were a delight to work with and now we are a customer.
June 29, 2021

No/Low Code tool for Customer Service - Whatfix

Hemant Joshi | TrustRadius Reviewer
Hemant Joshi
Senior Product Manager
KredX (Financial Services, 51-200 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Whatfix is very good to use as app tours, create guided popup to handhold customers for a flow, communicate with customers with pop-ups or highlight new releases. I didn't find it useful with the onboarding flow and the products where very basic engagement is there like making a transaction etc.
June 22, 2021

Great tool for user adoption and training

AN
Ashish Ranjan Naik
Vice President of Sales
FIT LLC (Information Technology & Services, 1-10 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
I would like to suggest to every large and medium enterprise to use the digital platform to save time, reduce cost. It will help to increase support efficiency. It can be used in various use cases and departments. It can be used for training, knowledge management, and support. It's is very good for highlighting new content and new features.
May 22, 2021

Whatfix is a great tool supported by a great team!

Verified User
Manager in Other
E-Learning Company, 51-200 employees
Score 8 out of 10
Vetted Review
Verified User
Likelihood to Recommend
Whatfix is well suited to creating guided tours on your website so long as the top level domain is the same. It solves a variety of problems and keeps on improving.

Whatfix doesn't currently give you complete insight into the data and has some minor limitations around rules and displaying tours.
May 13, 2021

DAP that caters to beginner and advanced users alike that keeps on improving

Verified User
Project Manager in Customer Service
Information Technology & Services Company, 501-1000 employees
Score 8 out of 10
Vetted Review
Verified User
Likelihood to Recommend
From our experience, Whatfix is well-suited as an on-demand self-help and onboarding tool. Depending on your goals and your application - the implementation of Whatfix requires more or less technical experience. In cases where information in your application is consistent, I highly recommend the use of Whatfix. In applications where information can be manipulated dynamically (e.g. users can customize the look and feel of the application), I would suggest to have a person or cross-functional team that knows a thing or two about JavaScript and API's. The more you are aware of your own applications technical setup and the requirements from stakeholders (e.g. customer success, customer service, product teams) the easier it is to get the full value of Whatfix.
April 26, 2021

A useful tool with great customer support

Verified User
Analyst in Quality Assurance
Computer Software Company, 501-1000 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Whatfix acts as a single plug for all your training materials and processes. The customer service experience is great as they believe in giving prompt responses. I would personally like to see more customisation options for widgets. Again I would say that they take customer feedback very seriously to introduce the missing features.
April 23, 2021

Whatfix for Higher Education

Verified User
Employee in Engineering
E-Learning Company, 1001-5000 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Whatfix is well suitable for end users and is really user friendly. You need to have some time in order to complete your tasks. Whereas i think there is a room for improvement regarding automation and professional team. Manual work can help in better selection according to the user requirements.
March 25, 2021

Whatfix--very capable and flexible

IP
Ian Penney
Director of Product Management
DX1 (Information Technology & Services, 51-200 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
The Whatfix tool is very capable and flexible and so far has been able to achieve all goals we have set for it. We have set up a combination of pop-ups and flows to train users to use our new report creation tool, which has a steep learning curve, and are impressed how many users have completed the flow in a short period of time.
March 20, 2021

Customer experience is great

Oscar Javier Retes Schuler | TrustRadius Reviewer
Oscar Javier Retes Schuler
Consultant
To Be Company (Chemicals, 1001-5000 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Accelerating the adoption of new software and users depending less on the trainers is a good scenario.
If you need to reduce the time spent creating material for training, maybe this is not the best because it demands you to be very specific on the step by step of the task. CSM and all the crew are amazing with how they are all aligned and aware of your things. Very close work and they are very flexible.
March 18, 2021

Easy to use, plenty of features, 1st-class support

Odhrán (Oran) Roche | TrustRadius Reviewer
Odhrán (Oran) Roche
Technical Trainer
Tungsten Network (Financial Services, 201-500 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Due to the range of capabilities WhatFix has built-in, it really is well suited for a wide variety of use cases. It's certainly good for highlighting new content, informing users of new content, highlighting changes, and guiding users through some basic procedures. If your users go through a very complex set of steps, I'm not sure Whatfix would be particularly useful. Whatfix relies on information being consistent across users to create a flow or tutorial - this gets increasingly difficult with each additional step in the process. Also, users tend not to follow long involved tutorials so Whatfix is better suited to smaller procedures of maybe 2-10 steps.
November 06, 2020

Whatfix - What's under the hood? Amazing Software, Extraordinary Customer Service, and Creative and Innovative Employees

Verified User
Manager in Other
Automotive Company, 10,001+ employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
You definitely have to understand the Whatfix software and how it works, as well as the software you are going to use it on. Defining Whatfix as the core training and adding additional information such as FAQs, images, etc, it becomes a powerful tool. My main concern with scenarios is confusing people with too many options, so we stick to one way to drive the task. Once the person is comfortable with that way, they will find the other ways and then determine what works best for them.
October 28, 2020

Great Product and Fantastic Customer Support

AF
Angela Foster
Technical Writer
Syncta (Computer Software, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Whatfix is especially well suited for software programs that are complicated and do not offer a lot of on-screen guidance. If a program is complicated, articles can be overwhelming to customers and are often not very effective. Whatfix's walk throughs are very effective at helping customers complete a task in real time.
Return to navigation