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Whatfix Reviews & Product Details - Page 3

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 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 supports 700+ enterprises, including 80+ Fortune 500s 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. For more information, visit the Whatfix website.

Whatfix Details
Product Website
Languages Supported
German, English, French, Korean, Spanish, Chinese (Simplified)
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Product Description

Whatfix is a platform to create interactive guides, which helps businesses reduce support queries and improve user on-boarding.

How do you position yourself against your competitors?

The guides created with Whatfix automatically get converted to different formats (like slideshows, videos, articles) to be embedded across various user touch-points. Great value at a bare minimum price, compared to competitors.


Seller Details
Seller
Whatfix
Company Website
Year Founded
2013
HQ Location
San Jose, CA
Twitter
@whatfix
3,080 Twitter followers
LinkedIn® Page
www.linkedin.com
1,138 employees on LinkedIn®
Description

Whatfix is a data-driven digital adoption platform (DAP) that enables organizations and users to maximize the benefits of software. Whatfix acts as an interactive overlay on top of any application to guide users with real-time guidance, self-help support, and user feedback. With product analytics and AI, Whatfix enables scalable success with technology, maximizing productivity, and leveraging data-driven insights for better decision-making.


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Whatfix Integrations

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Verified by Whatfix

Recent Whatfix Reviews

Verified User
U
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"Whatfix - A system training, Process supporting Tool"
Its ease of use and the support provided. It has a number of useful features, especially the Smart Tips
Verified User
E
Verified UserEnterprise (> 1000 emp.)
4.5 out of 5
"Outstanding Service and User-Friendly Experience with Whatfix"
I truly appreciate the proactive attitude and strong support from the Whatfix product team and Customer Success Manager. Additionally, the Whatfix ...
Verified User
E
Verified UserEnterprise (> 1000 emp.)
5.0 out of 5
"Excellent service, flexible pricing"
Managed services are very responsive. Love the fact we get a dedicated account rep and tech lead as opposed to other companies that rotate a variet...
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Whatfix Media

Official Downloads

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Video Reviews

366 out of 367 Total Reviews for Whatfix

4.6 out of 5
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366 out of 367 Total Reviews for Whatfix
4.6 out of 5
366 out of 367 Total Reviews for Whatfix
4.6 out of 5

Whatfix Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for WhatfixQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
LR
Technical Writer
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Whatfix?

Support accessibility, responsiveness, and detail.

Proactive product design practices (they actually reach out to customers to get feedback before they develop or enhance features).

Knowledgebase integration feature.

Access to Whatfix-user community. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Admin user experience was not very intuitive for me. Review collected by and hosted on G2.com.

What problems is Whatfix solving and how is that benefiting you?

We can use Whatfix to reach the masses: we use NPS survey to survey all end users of our product; we are able to get documentation to our end users where they are, at the point of need. Next, we'll be using it to advertise other learning content located in our LMS to bring additional awareness to all the great learning and documentation tools/content that are available to all users not just those that are in the process of implementing our product. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

We're thrilled to hear that you appreciate our support accessibility, responsiveness, and proactive product design practices. We're constantly working to enhance the admin user experience, and we appreciate your feedback on this. Thank you for sharing how Whatfix is benefiting you in reaching the masses and improving the end user experience.

Verified User in Hospital & Health Care
AH
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

The whatfix web extension is an valuable tool to build and test content outside of a content managment system. Whatfix also has a comprehension learn platform with users can self learn the tools features at their own pace. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Like alot of software companies, I wish there was more insight and direction on the implementation and discovery process. Having a clear understanding on what is expected & deliverables. Review collected by and hosted on G2.com.

What problems is Whatfix solving and how is that benefiting you?

Whatfix is solving a number of problems including customer communications, improving onboarding, training and implementation as well as new product and feature releases. Review collected by and hosted on G2.com.

Verified User in Consumer Electronics
AC
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Whatfix?

From back-office engineers to Customer Sucess Managers and the daily front-line technical support team, everyone I work with is dedicated to making the system work, and us successful. We chose Whatfix as the platform with the capabilities we needed, the lowest learning curve, and the quickest implementation. Their team was with us on day 1 and has been there to support us ever since. As a company, Whatfix is extremely receptive to our feedback and uses it to evolve and improve its product line with every release. I couldn't ask for a better partnership in the digital adoption process. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

We use a very complex customized business system, highly adapted to our customers. To be effective, Whatfix has been required to create a customized system to meet our needs. This naturally creates bugs that must be worked through. However, their willingness to meet us where we are, discover what's required in our solution strategy, and build it, is what makes them a great company to work with. Review collected by and hosted on G2.com.

What problems is Whatfix solving and how is that benefiting you?

Attrition is the bane of business, and we use Whatfix to meet the new employee on day 1, ensuring that they have the tools needed to integrate into their team and their role. This action doesn't stop after the initial onboarding but continues as we can provide contextual support built into the applications that the employee uses in their everyday work. Successful employees equal gains in productivity and reductions in attrition. Whatfix is supporting us in that mission. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Thank you for sharing your experience with Whatfix. We understand the challenges of integrating a complex customized business system, and we're glad to hear that our team has been able to work with you to create a solution that meets your needs. We value your partnership and look forward to continuing to support your digital adoption process.

Verified User in Computer Software
UC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Whatfix?

I like that Whatfix is so easy to use.

The support staff are wonderful and very helpful. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

At the moment there is nothing bad to say about whatfix. Review collected by and hosted on G2.com.

What problems is Whatfix solving and how is that benefiting you?

It helps us for our users to get to know the system better with help from articles, videos and work flows Review collected by and hosted on G2.com.

KH
Support and Technologies Adoption Specialist
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

I like that we can meet our end-users where they are at and we can address their concerns live in our Salesforce application making their support needs on-demand. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The product and analytics can sometimes be very frustrating. It is not always intuitive, support's solution often requires CSS which we were told was not necessary to know to use and sometimes the flows will randomly break. I also wish there was an accurate way of knowing how many of our users have downloaded the browser extension. Review collected by and hosted on G2.com.

What problems is Whatfix solving and how is that benefiting you?

We are using it as an in-app guidance system for our users to learn and use the products we develop as well as host our support documentation. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Thank you for your feedback! We're glad to hear that you appreciate our ability to meet end-users where they are and provide on-demand support within Salesforce. We understand your frustration with the product and analytics at times. We are constantly working to improve the intuitiveness of our platform and minimize the need for CSS. We apologize for any inconvenience caused by flows breaking randomly, and our support team is always here to assist you in resolving any issues you encounter.

Whatfix is designed to solve the problem of user onboarding and product adoption. By providing in-app guidance and hosting support documentation, we aim to make it easier for users to learn and use the products you develop. We appreciate your feedback and will continue to work on enhancing our product to better meet your needs. If you have any further concerns or questions, please don't hesitate to reach out to us.

MF
Owner
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Whatfix?

The ease of change.

Often maiking a production facing change can be cumpbersome involving other team member's time and efforts. With Whatfix I make the change myself. No Coding. No Waiting. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I have to really think on this one....Perhaps, the inability to have SmartTips as a Searchable item in the Self Help Widget. Review collected by and hosted on G2.com.

What problems is Whatfix solving and how is that benefiting you?

Anaylitics of a user's journey in our application. Whatfix has made some incredible improvements regarding this feature. Review collected by and hosted on G2.com.

AS
Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Whatfix?

Seam less user onboarding, integration along with great support Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Nothing yet, Whatfix is highly efficient tool Review collected by and hosted on G2.com.

What problems is Whatfix solving and how is that benefiting you?

Whatfix helps us to address:

# Complex user onboarding use cases using interactive walkthroughs and guide tours. This helped our users to quickly acquainted with our software, reducing the learning curve and increasing productivity.

# It provides in-app guidance, which allow users to find answers without moving out of the application, which eventually reduced support tickets.

# Analytics and insights provide data driven approach to understand user behaviour and identifying their pain points.

# Personalized experience based on roles which further reduces distraction and cognitive load Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Thank you for your feedback! We're glad to hear that Whatfix is efficiently addressing your user onboarding needs and providing in-app guidance to reduce support tickets.

DB
Software Trainer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
What do you like best about Whatfix?

Users are able to follow complex system processes with minimal training. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

It can sometimes be difficult to attach steps to elements in Flows. Review collected by and hosted on G2.com.

What problems is Whatfix solving and how is that benefiting you?

System is omplex and processes have many steps that are hard to remember and require long time to train. Whatfix has reduced our training time from several hours to less than 2. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

It's great to hear that Whatfix has significantly reduced your training time and made processes easier to follow. We appreciate your support!

Verified User in Insurance
EI
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Whatfix?

Managed services are very responsive. Love the fact we get a dedicated account rep and tech lead as opposed to other companies that rotate a variety of people on and off where context is lost. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

No large complaints. Everything works as intended Review collected by and hosted on G2.com.

What problems is Whatfix solving and how is that benefiting you?

We use Whatfix to guide users through complex screen flows Review collected by and hosted on G2.com.

Verified User in Higher Education
AH
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Whatfix?

Easy to setup and implement on your site, Whatfix has a comprehensive set of features available including interactive tours, popups, beacons and surveys. It also offers a fantastic range of analytics tools that provide valuable insights into user behavior and engagement. This makes it very effective for user onboarding and training our users on our system with minimal intervention. Overall, Whatfix streamlines our onboarding process, making it easier to guide users and track their progress. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Whatfix offers so much functionality that it can be difficult to navigate and fully utilize all the available tools. Additionally, having two different analytics dashboards can add to this confusion, making it harder to consolidate and interpret the data efficiently. It may be beneficial if the interface were streamlined to simplify the user experience and reduce the learning curve. Review collected by and hosted on G2.com.

What problems is Whatfix solving and how is that benefiting you?

Whatfix helps us address the challenge of effectively onboarding new users by providing interactive guidance and demonstrations of our platform's features. This ensures that users can quickly understand and utilize the tools available to them. Additionally, Whatfix allows us to notify users of new features as they are released, ensuring they are always up-to-date and making the most of our platform. This results in improved user engagement and satisfaction, as well as a smoother onboarding experience. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Thank you for sharing your detailed feedback on Whatfix! We're thrilled to hear that you find our platform easy to set up and effective for user onboarding. We appreciate your insights on areas for improvement, such as streamlining the interface for better navigation and consolidating analytics dashboards for easier data interpretation. Your input is valuable to us as we continuously strive to enhance our user experience. We'll definitely take your suggestions into consideration to further improve Whatfix. If you have any more feedback or need assistance with any features, please feel free to reach out to us. We're here to help and ensure you have a seamless experience with our platform.