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Whatfix Reviews & Product Details - Page 11

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
3,087 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.


Abhishek Y.
AY
Overview Provided by:

Recent Whatfix Reviews

Verified User
A
Verified UserEnterprise (> 1000 emp.)
5.0 out of 5
"Delivered exactly as advertised with excellent customer service"
Prompt, reliable customer service from our customer success manager. Additionally, the product works exactly as advertised! Our CSM always prior...
Verified User
A
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"Whatfix's seemingly endless abilities and customizations will be a major help to our customers."
The amount of options and flexibility allowed in creating the different content types is amazing. We can't wait to get all our content laid out an...
JM
Jason M.Mid-Market (51-1000 emp.)
3.5 out of 5
"Solid product and excellent service"
The implementations and support teams have been excellent. They have always been very responsive and patient when helping work through issues.
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This seller hasn't added their security information yet. Let them know that you'd like them to add it.
3 people requested security information

Whatfix Media

Whatfix Demo - In-App Guidance
Whatfix's interactive Flows walk users step-by-step through critical application features, tasks, and workflows, providing role-based context to users. Welcome new users with Pop-Ups that trigger in-app guided experiences.
Whatfix Demo - Self Help
Provide a contextual, searchable self-help wiki for end-users that includes a collection of guided flows, links, and connects to your knowledge repositories like SOPs, LMS courses, training documents, company policies, and more. Users can search for any query that have with Self Help's search fun...
Whatfix Demo - Guidance Analytics
Whatfix Guidance Analytics: View user and usage data to understand the effectiveness of your in-app content. Gather insights such as how users engage with your walkthroughs, the most searched questions in Self Help, Task List completion rates, and more.
Whatfix Demo - No-Code Content Creation
Create in-app guidance and walkthroughs with Whatfix's no-code editor and deliver contextual, branded learning and performance support to your application users - from customers, employees, vendors, or any type of user.
Whatfix Demo - Surveys
Collect feedback from your end-users with in-app surveys to collect qualitative feedback like NPS, bug reports, new feature requests, post-training feedback, change feedback, and more. Understand how users engage with your in-app surveys with in-depth analytics and integrate with GSheets to remov...
Whatfix Demo - Segment Your Audience
Intelligent Segmentation to automatically contextualised walkthroughs based on a user and their location in the application, without needing to configure complex rules
Play Whatfix Video
Play Whatfix Video
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Video Reviews

358 Whatfix Reviews

4.6 out of 5
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358 Whatfix Reviews
4.6 out of 5
358 Whatfix Reviews
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.
KS
Instructional Designer
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Whatfix?

We have enjoyed and appreciated working with the Whatfix team from sales through implementation and beyond. Everyone we have encountered is knowledgeable, kind, personable, and professional. The tool itself is helpful and adaptive to our needs. Having only deployed Whatfix content on Salesforce three months ago, we have a lot yet to learn and accomplish, but we continue to improve. Our users love what we've put out so far!

In addition, we appreciate:

1. The ability to create content rather quickly and easily, not just hand materials over to the vendor for completion.

2. The comprehensive and timely support provided by everyone on the Whatfix team.

3. The competitive pricing offered compared to others in the market. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

1. We lost some time as we prepared to go live due to the loss of our ability to preview content we'd created. It took a few weeks of trial and error with the Whatfix team to solve the issue.

2. Some editor and dashboard updates have to be requested; they aren't deployed automatically. It is sometimes confusing to know which ones need to be requested. I would rather everything be made available, but we're working on a solution to simplify the process.

3. I wish there was a way to apply semi-permanent filters (for lack of a better term) to the All Content list on the dashboard. I want to hide some inactive content without deleting it and not have to reset filters each time I return to the dashboard list. Review collected by and hosted on G2.com.

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

Whatfix allows us to help users of Salesforce within the application itself. Users are making fewer errors and reaching out for help less often, which increases their success with Salesforce and in their job roles. Review collected by and hosted on G2.com.

Jasmine D.
JD
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Whatfix?

It allows the admins to create content that ysers are able to access to work more efficiently get to being independent a lot sooner. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Northing to dislike so fare, There is so much to learn. Review collected by and hosted on G2.com.

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

It is minimizing the onboarding process for employees and allows them to learn even aftter onboarding. Review collected by and hosted on G2.com.

Response from Roxana Safranek of Whatfix

Hi, Jasmine. Thank you for taking the time to leave us a review. We're happy to hear Whatfix is minimizing the employee onboarding process and supporting your continuing education needs.

We're also here for you as you expand your Whatfix use cases.

Thank you for your partnership, Jasmine.

Your Whatfix team.

Georgina K.
GK
Product Support Specialist
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

You can access to all of the reports and you can control your own data. There are some great functions like pop-ups, surveys and information that we can have all of our content around our system available for our clients Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The loading speed between pushing things to production, it can be time-consuming to enter all the flows etc but I have provided feedback and they are regularly improving the software. Review collected by and hosted on G2.com.

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

the loading speed, issue, they are working on this and i can see this will improve, Review collected by and hosted on G2.com.

Response from Ashish Ninan of Whatfix

Hi Georgina,

Thank you so much for your review! We're always happy to help you and your team learn and climb the ladder through Whatfix. We hope to continue to hear feedback from you in the future, so we can continue to shape our solutions to be the best in the market for our customers.

Thanks,

Ashish Ninan

RR
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about Whatfix?

- Whatfix certification courses are carefully designed to answer all kinds of questions we may encounter while creating content.

- A comprehensive dashboard for easy curation of content and provides analytics to make informed decisions.

- Wonderful customer success and support teams who are always ready to help. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Screen size is inconsistent on different resolutions; content designed on a 14" laptop differs in look and feel when viewed on larger screens. Review collected by and hosted on G2.com.

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

We target a specific segment of customers for Cyber and IT Risk and Compliance applications. We wanted the end users to easily navigate across the applications and perform the tasks through guided workflows. Whatfix comes into the picture by providing step-by-step guidance while completing tasks. The Self Help is a much-appreciated feature. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

It's great to hear that Whatfix is helping you provide guided workflows for your specific segment of customers. We're pleased that the self-help feature is appreciated by your end users.

SC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Whatfix?

The end users have adopted well to Whatfix. It is very user friendly. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There are no downsides. All is working well. Review collected by and hosted on G2.com.

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

It is helping our users adopt better to Salesforce. Users are more engaged with Salesforce. We are more productive. Review collected by and hosted on G2.com.

Response from Roxana Safranek of Whatfix

Suzanne, thank you for taking the time to leave us a review. We understand how important usability/ease of use is to our customers, so we're always happy to get that feedback.

Thanks again, Suzanne. As we closely align our product roadmap and innovation with our customers' needs and best practices, we encourage you to continue providing feedback through your CSM and the Whatfix community.

DK
Cusstomer Success Backend Operations Engineer
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

The best thing about Whatfix is that anyone from the company can use it! Our goal was to make CSMs create content and urgent notifications for their customers themselves. Now they can do it easily because there is no coding and the User Interface is intuitive. Also, we really admire the Self Help widget and how easy it is to add content there, especially the built-in video player! Very good looking! Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The only thing I would like to be added is the ability to create folders under Content and Widgets, so we can separate content that we use for different customers and people in our company who are not lost in all the items. Review collected by and hosted on G2.com.

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

It's an amazing tool that saves time and helps us deliver information to customers quickly. Also by adding the training videos and FAQ to the Self Help widget we can save time for our team so they spend it on solving more critical issues. Review collected by and hosted on G2.com.

Sachin P.
SP
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Whatfix?

Easy to deploy. Has a host of features that are repeatedly required in any software for user training and communication. Good post-sales support by the team. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

It's not very easy to use since it has a lot of nuances. User experience can be improved upon. Review collected by and hosted on G2.com.

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

It's solving user training issues. Flows that the users need to be trained on repetitively can simply be integrated to the application. It also helps communicate regarding the new features and bring the users' attention towards the same. Review collected by and hosted on G2.com.

Response from Ashish Ninan of Whatfix

Hi Sachin,

Thank you for your review. We're glad that you liked our product and customer support. At the same time, we are sorry to hear that you found it difficult to use. We'll continuously work with you to ensure that you get the best experience out of our product.

Regards,

Ashish

EP
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Whatfix?

End users get inmediate guidance and support when needed.

It saves alot of support activities to the local teams. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The analytics tool didn't offer the possibility to filter by business. Review collected by and hosted on G2.com.

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

Guidance to the users when new processes / fields are being introduced.

Save time to train & communication Review collected by and hosted on G2.com.

Response from Roxana Safranek of Whatfix

Thanks for the positive review, Evelyn. We're glad to hear Whatfix's change management, and in-the-moment guidance saves you time and improves your user experience. Our aim is to provide a contextual experience that makes it easier for your users to engage with the content and learn in real time, all within the product they're using.

Evelyn, thank you for your kind words and being a valued Whatfix customer. We look forward to continuing to support you in maximizing the value of our product.

EC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Whatfix?

From day one Whatfix has gone above and beyond to ensure my team is in the best position to perform. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I'd like to have less of a reliance on the support team when it comes to creating customized workflows. However this has gotten better throughout the partnership. Review collected by and hosted on G2.com.

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

Whatfix has reinforced our training methodology be consistently supporting our users in their moment of need when performing a job task. Review collected by and hosted on G2.com.

Response from Ashish Ninan of Whatfix

Hello Eric,

Thank you so much for the 5-star rating! We always aspire to not just provide a great product but also an excellent service and so it feels superb to hear from you that we are delivering on them.

Regards,

Ashish

Verified User in Industrial Automation
AI
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Whatfix?

I've had a pleasure to participate at the WhatFix Meetup in Amsterdam. Very well organized, huge value of insights, fruitful conversations. I liked that the group of customers was not too big. On a side note, I'm very impressed by roadmap and ideas coming. Great appreciation to the team who made this day today! Well done! Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Yet I haven't been using it much, so I can not provide a valuable feedback now Review collected by and hosted on G2.com.

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

Digital adoption as it is. Avoid process mistakes Review collected by and hosted on G2.com.

Response from Ashish Ninan of Whatfix

Hi,

Thank you so much for the positive review! We are glad to hear that you had a wonderful experience at the Meetup in Amsterdam. We aspire to create valuable experiences for all our customers, while endeavouring to create a product that gives the results that our customers are looking for. We hope to receive your feedback soon on the product and cannot wait to hear back from you.

Thanks,

Ashish Ninan