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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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)
Companies can't remove reviews or game the system. Here's why
October 29, 2021

Whatfix Review

Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Allows uses to self service help and guidance on common tasks
  • To add in fast solutions in sticking points in our new HR IT system
  • Create training content
  • To communicate to our users about system downtime or new features
  • More customisation of elements
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Great training sessions
  • Fast reaction on questions
  • Close personal contact
  • Nice to have: different design options for smart tips (you have to decide for one configuration which is valid for all)
  • Nice to have: free choice where to show the self help
  • Nice to have: possibility to save filter, for example in Analytics
September 13, 2021

Feedback Whatfix

Score 8 out of 10
Vetted Review
Verified User
Review Source
  • The possibility to explain content in different ways
  • The handling is very easy
  • The support is very good
  • The possibility to select content/widgets at the time for "push to production" (some we would like to p2p for one single content, that is not possible at the moment).
  • I wish the filters in the dashboard would stay when you choose a content, currently you have to filter again and again.
  • In the analytics area, I would like the system to remember this for a certain time window after selecting the start date.
Lee Glenn | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Whatfix is a vendor that listens to their client, understands their business challenges, and works with them to achieve their goals.
  • Feature enhancements are released every quarter, often with significant functionality improvements.
  • The support and engineering teams are outstanding - responsive, helpful and nothing is ever too much trouble. Literally, second-to-none!
  • The Dashboard (Administration Console) is sometimes a little clunky in some areas, but nothing causes any significant pain.
  • Still, I've been working with Whatfix constantly over the past few years on many platform enhancements to make it a more efficient and effective experience for Content Creators and end-users alike.
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Customer support
  • Take feedback and improve on it.
  • They try their best to bring you a solution.
  • Design is definitely something they can improve on. The callouts and carousels are a little bit old-school and sometimes this creates a discrepancy with your product's design language.
  • They can improve with some functionality, like full-screen carousels for the web. There are points that they cannot accommodate your design and you have to iterate on that.
July 04, 2021

Whatfix Feedback

Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Create interactive guidance.
  • Create pop up notifications, videos, etc.
  • Add its own survey feature.
  • Automatic translation.
Hemant Joshi | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • There are multiple templates and customization to make the widget consistent with your design.
  • The guided popups identify the element very well to ensure they appear at right place and point to correct element.
  • The user segmentation feature helps in displaying flows specific to user needs.
  • Few advanced functionality like user segmentation etc require help from Whatfix support team. It should be easy to use.
  • If we get option to define CSS of the widget, it will blend further better.
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Excellent customer support from Whatfix
  • Quickly create guides in various languages
  • You can easily convert guides to PDFs and videos in a few clicks
  • Whatfix is user friendly
  • Need to improve the analytics
  • Need to improve on automatic translation
  • Integrations table is getting harder to manage
  • Need to improve UI/UX
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Best-in-class Customer Care. Customer Service and Customer Success are doing an excellent job at helping us [get] the most value out of Whatfix. Personally, I've learned a lot about working with a DAP that goes beyond the current implementation and they are great help in terms of fresh ideas, ways to measure, etc. Very proactive.
  • Open platform and API. Whatfix integrates out-of-the-box with common enterprise tools like Confluence and Amplitude. You can even tap their API to pull reports and create static content and delete Whatfix content.
  • Continuous feature development and improvements. After using Whatfix for roughly 1½ years, we first-handedly experienced how Whatfix keeps on improving and adding features, making it more and more useful with each iteration.
  • Point and click content creation. Creating content is as easy as pointing and clicking inside your own application, or in case of popups, selecting a template and customize it to your needs.
  • Advanced customizations. If you "speak" JavaScript, you can customize the experience with Whatfix even further without needing to do changes to your applications code.
  • How no-code the experience with Whatfix is really depends on your application. As one of our applications relies on nested iframes, not everything worked out-of-the-box and we had to spend time on debugging and doing advanced customizations. Though the support team at Whatfix has been very helpful in solving these matters, it still made it difficult for us to delegate the work to coworkers with less technical experience.
  • Prone to bugs. While no platform is perfect, we unfortunately had some cases where bugs broke popups and guides for our users.
  • Look & feel customization can be restrictive and inconsistent. Depending on what kind of content you create, you have more or less options to customize the look and feel of the content. E.g. popups have a dozen of pre-configured templates and the possibility to edit the style based on HTML, CSS, and Javascript (JSX), whereas Task Lists have less options to be configured. Though I was informed that Whatfix will improve this in the near feature.
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Content creation efficiency is great.
  • Content creation doesn’t necessarily requires a technical background.
  • Widgets can be customised.
  • More features for widget customisation.
  • Flows can be configured in a better way.
  • Introduction of mobile application would be great.
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Customer support is excellent, very responsive, and helpful
  • The Whatfix tool is very flexible and can handle many complex scenarios
  • The Whatfix tool is continuing to evolve with new features
  • Some of our more complex flows required engineering support to build and while we we were successfully able to achieve our objective, it was not 100% clear how it was done.
Oscar Javier Retes Schuler | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • WhatFix is extremely easy to use.
  • Minimum IT team intervention required.
  • Customer success manager and support team worked very close.
  • There are some features that I expected to be done automatically, and we had to do some manual work to get the right setup regarding our use case, which was to deploy most of our training through Whatfix.
Odhrán (Oran) Roche | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Easy to use
  • Excellent customer service
  • Range of features
  • Excellent support documentation
  • Highly customizable
  • Good reporting capabilities
  • Initial integration was very easy
  • Preview mode makes testing content very easy
  • Our Portal makes use of inner iframes, this can require some debugging on the Whatfix side to get things working correctly.
  • Segmentation is not ideal in our case, we have thousands of accounts we would like to segment between that functionality is not built-in.
  • Translations are difficult to manage and not possible to automate, manual download and upload of files is required.
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Automated Walkthroughs. The walkthrough engage our users to allow them to quickly navigate and evaluate the system. Our team gets less questions and spends less time onboarding.
  • Easy to set up. The simplicity of setting up flows means less time I spend setting things up and managing it so that I can spend more time in our sales process.
  • Excellent Customer service. This is a big win as it is great to have a great team behind you. If I have a problem it is resolved quickly and any feedback I submit is listened to and often incorporated into the product.
  • Recently, they enhanced the ability to customize the look and feel of their flows. This was the only complaint I had. I let Whatfix know and they developed a solution. There is still no gradients but I can customize everything else.
November 16, 2020

Turn down the noise!

Bas Houtman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Great adaptive skills, the technical team in Whatfix does a great job in catering to all requests of the implementing team.
  • The possibility to add information to any field required has been a great help to our users.
  • Analytics on the help material usage is very insightful and helps to decide which parts to extend and which to keep as is.
  • A sandboxing environment within the Whatfix solution on the client application would be nice. To give users the option to try & test in a sandbox environment without immediately working in their production environment.
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Customer Service is unmatched by any company I have ever had the pleasure of doing business.
  • Innovative - They never stop improving and innovating on their product to make it easier for the end user.
  • Professional Services Team / GB and TEAM absolutely ROCK!
  • The entire Whatfix organization is customer focused and is always thinking of new ways to help us. They just don't allow you to purchase the product and go your own way, they continue to work with you - 2 years and still bi-weekly meetings. AWESOME
  • When I first started working with Whatfix, no coding, well that was right but some of their information was written somewhat in code language. That has been evolving and they have an incredible team who has been working on making it read - in plain English as I call it.....Thank you!
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Smart tips are easy to use and have a high usage rate by our customers.
  • Whatfix's customer support team is always responsive.
  • Once you understand your own company's software limitations, the process for creating walkthroughs is simple and mostly straightforward.
  • The team is always receptive to feedback and suggestions. They've made a lot of improvements and added many new features in the last year.
  • At times, Whatfix can be buggy, which has resulted in walkthroughs no longer working, or formatting to change without any changes on our end. This can be frustrating.
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