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Whatfix

Whatfix

Overview

What is Whatfix?

Whatfix is advancing the "userization" of application technology, by empowering companies to maximize the ROI of digital investments across the application lifecycle. Powered by GenAI, Whatfix’s product suite includes a digital adoption platform, simulated application environments for hands-on training, and…

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Awards

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Pricing

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What is Whatfix?

Whatfix is advancing the "userization" of application technology, by empowering companies to maximize the ROI of digital investments across the application lifecycle. Powered by GenAI, Whatfix’s product suite includes a digital adoption platform, simulated application environments for hands-on…

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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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
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Product Details

What is Whatfix?

Whatfix is advancing the "userization" of application technology, by empowering companies to maximize the ROI of digital investments across the application lifecycle. Powered by GenAI, Whatfix’s product suite includes a digital adoption platform, simulated application environments for hands-on training, and no-code application analytics.

Whatfix enables organizations to drive user productivity, ensure process compliance, and improve user experience of internal and customer-facing applications.

With seven offices across the US, India, UK, Germany, Singapore, and Australia, Whatfix states they are currently supporting 700+ enterprises, including companies like Shell, Microsoft, Schneider Electric, Cisco, UPS Supply Chain Solutions, and Genuine Parts Company. Backed by investors such as Warburg Pincus, Softbank Vision Fund 2, Dragoneer, Peak XV Partners, Eight Roads, and Cisco Investments, software clicks with Whatfix.

Whatfix Screenshots

Screenshot of the analytics of the Whatfix Digital Adoption Platform, that help determine what’s working (and what’s not) so  adjustments can be made to DAP content as necessaryScreenshot of Whatfix's Analytics. This produces reports on flow usage, queries served, drop-offs, and other engagement metricsScreenshot of Beacon - Used to create alerts to guide users to changes and new featuresScreenshot of Data validation - Tells 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 - To obtain direct feedback from users via surveys and gather information to update training and guidance featuresScreenshot of Tasklist - For tasks that new users need to complete in order to get started with the applicationScreenshot of Unsuccessful search terms - These identify gaps and optimize Help content using the 'Unsuccessful search terms' metric

Whatfix Video

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, Storyline 360, 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).
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Comparisons

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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.

Reviews

(1-25 of 26)

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

Rating: 10 out of 10
July 01, 2023
KS
Vetted Review
Verified User
Whatfix
1 year of experience
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.

Great Experience with Whatfix

Rating: 10 out of 10
May 24, 2023
Vetted Review
Verified User
Whatfix
1 year of experience
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.

Good choice for user adoption and in-app user training

Rating: 10 out of 10
May 23, 2023
Vetted Review
Verified User
Whatfix
1 year of experience
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

Whatfix Review

Rating: 9 out of 10
October 29, 2021
CR
Vetted Review
Verified User
Whatfix
1 year of experience
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.

Great implementation with Whatfix

Rating: 10 out of 10
September 13, 2021
Vetted Review
Verified User
Whatfix
1 year of experience
  • 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

Feedback Whatfix

Rating: 8 out of 10
September 13, 2021
KM
Vetted Review
Verified User
Whatfix
1 year of experience
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.

Experts in Digital Adoption!

Rating: 10 out of 10
September 13, 2021
LG
Vetted Review
Verified User
Whatfix
4 years of experience
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.



They really fix the what in your product

Rating: 10 out of 10
July 19, 2021
Vetted Review
Verified User
Whatfix
1 year of experience
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.

Whatfix Feedback

Rating: 9 out of 10
July 04, 2021
Vetted Review
Verified User
Whatfix
1 year of experience
It's well suited when you need to get familiarized with a process or a platform.

No/Low Code tool for Customer Service - Whatfix

Rating: 10 out of 10
June 29, 2021
HJ
Vetted Review
Verified User
Whatfix
4 years of experience
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.

Great tool for user adoption and training

Rating: 9 out of 10
June 22, 2021
AR
Vetted Review
Verified User
Whatfix
1 year of experience
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.

Whatfix is a great tool supported by a great team!

Rating: 8 out of 10
May 22, 2021
Vetted Review
Verified User
Whatfix
1 year of experience
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.

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

Rating: 8 out of 10
May 13, 2021
Vetted Review
Verified User
Whatfix
1 year of experience
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.

A useful tool with great customer support

Rating: 9 out of 10
April 26, 2021
Vetted Review
Verified User
Whatfix
2 years of experience
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.

Whatfix for Higher Education

Rating: 9 out of 10
April 23, 2021
Vetted Review
Verified User
Whatfix
2 years of experience
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.

Whatfix--very capable and flexible

Rating: 9 out of 10
March 25, 2021
IP
Vetted Review
Verified User
Whatfix
1 year of experience
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.

Customer experience is great

Rating: 9 out of 10
March 20, 2021
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.

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

Rating: 10 out of 10
March 18, 2021
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.

Collab's review of Whatfix

Rating: 10 out of 10
December 31, 2020
BF
Vetted Review
Verified User
Whatfix
1 year of experience
Whatfix is perfect to teach new users to use your product, to teach users to understand the step-by-step process of your features, to call attention to something new.

A great product with great customer support

Rating: 10 out of 10
December 15, 2020
Vetted Review
Verified User
Whatfix
4 years of experience
Whatfix is perfect for onboarding and engagement, especially for infrequent or new users. It s less appropriate if your intent is to gather UI/UX data.

Turn down the noise!

Rating: 9 out of 10
November 16, 2020
BH
Vetted Review
Verified User
Whatfix
1 year of experience
Well suited: in-app guidance in the case of users that visit the application at a low frequency. Also well suited to onboard new users in a mixture of flows, videos, and help documentation.

Insightful help at users' fingertips

Rating: 9 out of 10
November 16, 2020
Vetted Review
Verified User
Whatfix
2 years of experience
Rolling out complex digital systems on a multi-site organization, where digital assistance is possible and appreciated.

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

Rating: 10 out of 10
November 06, 2020
Vetted Review
Verified User
Whatfix
2 years of experience
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.

Great Product and Fantastic Customer Support

Rating: 10 out of 10
October 28, 2020
AF
Vetted Review
Verified User
Whatfix
1 year of experience
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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