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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…

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Recent Reviews

TrustRadius Insights

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

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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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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…

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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 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 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.

Attribute Ratings

Reviews

(1-25 of 26)
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Score 10 out of 10
Vetted Review
Verified User
We implemented Whatfix on Salesforce after we rolled it out the previous year. Whatfix provides in-app assistance with detailed, complicated tasks through flows and smart tips. We also use Whatfix to announce updates and upgrades with beacons and pop-ups. Across the company, time spent helping users with Salesforce has decreased, and users are able to help themselves more readily, which helps improve the customer experience we strive to provide.
Score 10 out of 10
Vetted Review
Verified User
We initially implemented Whatfix to help reduce the number of support tickets we receive regarding our CRM. We were able to create content in Whatfix for users to answer questions regarding processes, inputting data, viewing reports, etc. One of the main benefits was it provided 24/7 instant support for our users. Next, we introduced Whatfix as part of our new hire training for the CRM. It's been a great way for new hires to learn at their own pace and because of their positive experience during the onboarding period, they are more likely to refer to our Whatfix content before opening a support ticket.
September 13, 2021

Feedback Whatfix

Score 8 out of 10
Vetted Review
Verified User
Whatfix is used to support digital learning for our CRM tool. The users are mainly active in sales. We mainly relied on the possibilities of Whatfix to control and also inform the users of the tool, especially how to use it. The main tool we have discovered is the "Self Help" with different contents. For further topics, we will also use the "Task List".
Lee Glenn | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Whatfix is being used within our Global Sales Excellence team as part of our centralised training team technology stack for Sales tools.

Whatfix is helping us address some of the end-user frustration they are faced with when working through complex or lengthy processes. We've cut our training material creation time hugely by benefitting from the multi-format output capabilities that Whatfix offers.

We are also helping our internal sales operations teams increase their efficiency by making Whatfix work for them, using automation capabilities to reduce some of the clicks and field population on predictable, [epetitive] processes.

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Whatfix is used by the product team and we have implemented the tool for our web and mobile app.
We are using it for user onboarding and customer self-service. It is not only important for the customer to solve their problem or understand a flow right then and there it also frees up time for Customer Success Executives. Our goal is to increase the adoption and retention of our enterprise product.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We had used Whatfix to train our client for newly implemented software. We had used this to train their employee to use the new software. Our product development team used this to train the client and their employees on the features of the software. This is the best for knowledge management. It really reduced our time, the manpower cost, and travel cost to train our clients for the newly implemented software.Also, our HR department used it to help employees to adopt a new platform.
Score 8 out of 10
Vetted Review
Verified User
We use Whatfix to serve our user base with guided instructional tours. It is mainly being used by the digital and marketing departments. We have a number of tours to help our learners onboard onto our system and for releasing general notices and alerts. We plan to do more with it as we get more comfortable with understanding the needs of our users and the features of Whatfix.
Score 8 out of 10
Vetted Review
Verified User
As a SaaS-company with a portfolio of applications, we currently deploy Whatfix as a tool to provide contextual step-by-step guidance for our users as a supplement to our existing support channels on one of our applications. It simply enables us to provide 24/7/365 in-app help through a one-stop-shop solution - in other words, our users never need to leave the application to receive the help they are looking for. As we learn the capabilities of Whatfix, we expanded the use of the tool on the application to also include onboarding of users and introduction of new features and changes. We expect to extend the use of Whatfix to other applications in our portfolio too to e.g. migrate users from legacy applications to new applications.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Whatfix seems to be a very flexible tool and can easily handle so many complicated scenarios. It always comes up with new features and functions which is very exciting for users. It is mostly being used by the product team so that they can introduce new features to our customers.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
[Whatfix] is used across whole organization as this is an amazing digital platform and provide an easy to use and newly discovered onboarding. It also powers up software's by allowing simplicity. Besides my organization there are many other enterprises that are deploying [Whatfix] because of its usage and productivity. Would surely recommend this to MNCs.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We are currently using Whatfix to help train our users how to use our product. We typically use flows, beacons, and pop-ups to achieve this. At this time, Whatfix is primarily being used by our product team to introduce new features to our users, but we hope to expand the usage to other areas of our team like implementation and training.
Oscar Javier Retes Schuler | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Accelerates the adoption of new software and users depend less on trainings. Also, with Whatfix, we have been able to have all the knowledge on how to use our platform for videos and PDFs. This is great for knowledge management. As a company, we are depending less on training as well. Human resources are using it to help employees to adopt a new platform.
Odhrán (Oran) Roche | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Whatfix to assist our customers who use our web-based Portal for invoicing. Using Whatfix we provide users with self-guided tutorials for their most common tasks. Occasionally we use a pop-up to make an announcement, or a SmartTip (some information shown on mouse-hover) to provide additional context or help.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Currently Whatfix is being used by me alone though we are looking to expand to maximize the amount of features at our disposal by Whatfix in other departments as well.<br><br>Whatfix blends well with our solution and allows for a better explanation and step-by-step training. In the future we hope to use it as well to call attention of new and experienced users to new features developed as well as news from the company.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Whatfix is being used on 8 different systems currently with an additional 4 to 5 going live within the next year. We are primary using it to align just in time assistance to our employees for new or updated system implementations.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
As a SaaS company, we use Whatfix to train our external customers to use our software when they are onboarding and as they learn more advanced features. It addresses answers to routine questions about how to complete a process or what a particular field means. We utilize their smart tips and walkthroughs the most to accomplish this.
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