TrustRadius Insights
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…
Recent Reviews
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Reviewer Pros & Cons
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
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- 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
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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
Whatfix Video
Watch Introduction to Whatfix
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
- No hidden or extra costs
- Ease of use and implementation
- Excellent support
May 24, 2023
Great Experience with Whatfix
Score 10 out of 10
Vetted Review
Verified User
- Ability to offer 24/7 support to our users (reduce the number of support tickets)
- Link to videos for new hire training
Score 10 out of 10
Vetted Review
Verified User
- Smart tips
- Beacons
- Advanced customization
- Pop-up
- Flow
October 29, 2021
Whatfix Review
- Self Help - Flows
- Smart tips
- Beacons
- Announcements
September 13, 2021
Great implementation with Whatfix
Score 10 out of 10
Vetted Review
Verified User
- Guide trough processes
- Self help
- Smart tips
September 13, 2021
Feedback Whatfix
Score 8 out of 10
Vetted Review
Verified User
- Self Help
- Flows
- PopUps
September 13, 2021
Experts in Digital Adoption!
Score 10 out of 10
Vetted Review
Verified User
- Ability to automate/semi-automate Guided walkthroughs (Flows)
- Whatfix always welcomes and takes action on client feedback which helps to drive the product roadmap
- Whatfix listen to new concepts and use cases for their platform and help turn them into effective outcomes
- It's very rarely hear Whatfix say "This isn't possible with our product"
July 19, 2021
They really fix the what in your product
- Onboarding
July 04, 2021
Whatfix Feedback
- Self help features.
- Other widgets such as popups and task list.
June 29, 2021
No/Low Code tool for Customer Service - Whatfix
- Popup or Banners
- Beacons
- Guided Popups
- Self Help
June 22, 2021
Great tool for user adoption and training
- We used Whatfix to train our new employees to adopt our digital system
- We had used Whatfix to train our client's employees to adopt the newly implemented software
- We had used Whatfix for remote training
- Employee onboarding
Score 8 out of 10
Vetted Review
Verified User
- Tours
- Ongoing support
- Making data-driven decisions
Score 8 out of 10
Vetted Review
Verified User
- Point and click creation of content.
- Open platform that can be integrated with other enterprise tools (e.g. Amplitude and Confluence).
- Multi-language versioning of content.
- Relatively easy to create logics for visibility of content, e.g. pages, user attributes, etc.
May 10, 2021
Powerful tool with robust features!
Score 10 out of 10
Vetted Review
Verified User
- Flows
- Customization
April 26, 2021
A useful tool with great customer support
- Easy client on-boarding procedure.
- Easy support to our web based applications.
- Great customer service and tech support.
April 23, 2021
Whatfix for Higher Education
- Selection of software
- Knowledge in the form of pdf and videos
- Trainers