Whatfix

Whatfix

Top Rated
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Score 8.9 out of 100
Top Rated
Whatfix

Overview

Recent Reviews

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 …
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Whatfix Feedback

9 out of 10
July 04, 2021
Whatfix is used as an interactive assisting feature on the platform. It is used to assist all the customers of the organization. It helps …
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Whatfix for Higher Education

9 out of 10
April 23, 2021
[Whatfix] is used across whole organization as this is an amazing digital platform and provide an easy to use and newly discovered …
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Awards

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Pricing

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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

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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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…

What is UserGuiding?

UserGuiding helps companies to improve product adoption by designing interactive user onboarding flows. Non-technical people can create step by step product walkthroughs, without any coding. UserGuiding also provides analytics to track the performance of the tours, segmentation to create more…

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Features Scorecard

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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, SaaS
Operating SystemsWindows, Linux, Mac
Mobile ApplicationNo

Frequently Asked Questions

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

Reviewers rate Support Rating highest, with a score of 9.

The most common users of Whatfix are from Mid-sized Companies (51-1,000 employees) and the Computer Software industry.
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Reviews

(1-23 of 23)
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October 29, 2021

Whatfix Review

Score 9 out of 10
Vetted Review
Verified User
Review Source
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

Feedback Whatfix

Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
Lee Glenn | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.



Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Hemant Joshi | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Oscar Javier Retes Schuler | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Odhrán (Oran) Roche | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
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