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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

Reviewer Pros & Cons

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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 Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationNo

Frequently Asked Questions

WalkMe, Articulate Storyline, 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.

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