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Whatfix Reviews & Product Details - Page 19

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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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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Official Downloads

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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.
Verified User in Insurance
AI
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?

Whatfix is always willing to help with service. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The system updates can sometimes cause glitches with Whatfix content Review collected by and hosted on G2.com.

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

Trainig resources within the system has been the biggest benefit Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Hi there!

Thank you for taking the time and leaving us a 5-star review. At the core of our functioning, our team is always available to help with any hiccups you may face during the product usage. We hope to resolve them promptly and accurately.

NS
Senior Business Transformation Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

I have been working with the team at Whatfix for a number of months now and the teams support is absolutely fantastic, they are a pleasure to work with. The product is excellent, really well designed and very intuitive. Particular thanks to Nishant and Sagnik who are always on hand to help and provide guidance whenever required and are always welcoming with any suggestions to new features. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Nothing to highlight at the moment its really simple to use. Review collected by and hosted on G2.com.

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

This will help us to onboard customers, assist with training for our internal teams and our customers but also a simple and effective way to show how our system features can be used to help maximize benefits. Reduce support calls where possible and help highlight and target new features. Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Hi Neil,

Thank you so much for taking the time to share your experience with Whatfix. We are happy to hear that you've had a wonderful experience with not just the product features but also with our support team.

Thank you for taking the time out and leaving us a great review!

Verified User in Telecommunications
UT
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

Easy to create product training for end users Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

It would be helpful if videos can be reviewed and edited before download Review collected by and hosted on G2.com.

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

Saves time and effort in creating lengthy user manuals and training materials. Self helps and smart tips embedded in the application are easy to create, and also the end-users appreciate the Help they get instantly. Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Hi there!

Thank you for taking the time and leaving us with a 5-star rating.

We'd love to know more about your request. Feel free to drop a note in the Whatfix Community or send an email to vedija.pillay@whatfix.com. Looking forward to helping.

SM
Content Manager
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?

Some of the features I extensively use are user onboard popups, notification popups, self-help videos, flows, and view knowledge base articles. Whatfix is user-friendly, and its release notes keep users updated with the latest features. The best part is that a user can access training when they need it in the application they work. This tool has saved us time. It also helps you to understand how your employees engage and where they struggle in turn helping you create better learning. The whatfix support team is excellent and is always quick in responding and resolving any issues. It also helps you to understand how your employees engage and where they struggle in turn helping you create better learning. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Nothing. I have always got the best from whatfix and its team. It is a wonderful experience working on whatfix and using its features. We have given numerable feature requests and each of them has been resolved and we have successfully implemented. We started with two accounts and now we are almost closer to six. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Whatfix is a go-to tool. It is designed by keeping the end-user in mind. This software is easy to use and work with. Whatfix helps in onboarding, training, and support remote and in-office employees on enterprise software applications. Review collected by and hosted on G2.com.

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

To mention a few:

1. Provide in-app real-time onboarding and training

2. Enable employees to access the right learning content

3.Accelerate learning experience Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Thanks, Smitha for the 5-star rating. We are glad to know that Whatfix could be of the right help to you and your team. Our Customer Success team is super responsive and ready to help out with customer issues, and your testimonial only pushes their boundaries further.

Thanks again for your positive feedback and heartfelt endorsement.

Best,

Pratheek

Regina O.
RO
Senior Operations Manager - Learning and Development
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
Incentivized Review
What do you like best about Whatfix?

They do not do a hard sale. They are honest about the capabilities of their solution. The people are fantastic to work for, and the customer service and response is better than I've ever encountered in this industry. They are truly invested in my success. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Nothing. I have not been disappointed. There is nothing I can say that I dislike about this company. Review collected by and hosted on G2.com.

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

Digital adoption. Point of need access to resources and tools. Onboarding tasks completion and competency tracking. Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Hello Regina,

Thank you so much for the positive review and for the 5-star rating! We are so happy to hear that you've had a wonderful experience with not just the product but also with our support team. Reviews such as yours continue to encourage us to add value to your business needs.

Thank you once again for your time!

Verified User in Professional Training & Coaching
AP
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Whatfix?

The thing I liked best about Whatfix is the walkthroughs that you can create within your application. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There wasn't much that I disliked but the main problem we had was flows breaking because of "user error" and then having to start over. Review collected by and hosted on G2.com.

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

The training purposes we would use Whatfix for was the best. It helped people go into the application and see how to do something with some help. Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Hi there,

Thank you so much for taking the time and leaving us with a 5-star rating! We are sorry for your experience with flow breakage. As we continue to improve and work on this area, we'd love to keep hearing your feedback on your desired approach as well. You may also share any thoughts or comments you have in the Whatfix Community.

Regards,

Pratheek

Ian P.
IP
Product Development
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

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

We are currently using Whatfix to help train our users how to use our product, we typically use flows, beacons and popups 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.

The Whatfix tool is very capable and flexible and so far has been able to achieve all goals we have set for it. We have set up a combination of popups and flows to train users how to use our new report creation tool which has a steep learning curve and are impressed how many users have completed the flow in a short period of time. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

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. Review collected by and hosted on G2.com.

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

One of our key challenges is ensuring both new and existing users of our product are aware of features and know how to used them, Whatfix is helping us do this Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Hi Ian!

Thank you for taking the time out and leaving us a great review. We are truly honored to see a happy customer taking that extra time to write us a great recommendation. We are happy serving you and equally excited to expand into other areas as you've mentioned. While we’re glad to help with the complex flows, we also want to make sure that you’re aware of each and every step, and how it’s done. We hope to address this promptly.

Once again, thank you for your in-depth review, Ian!

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

Very easy creating walkthroughs that can guide users through our CRM system. Nice admin backend. Task List is very useful for onboarding; Analytics is powerful to see the user's progress and train them on point.

The support of Whatfix is their most important strength. Bugs are fixed very fast time; adoptions are done each quarter. As a whatfix admin, you also can talk with tech team for additional features directly. As Whatfix is always updated and new features are added is was a very good decision to go with Whatfix. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

As all of those tools have their problems it's nothing special about Whatfix, to dislike.

Browser addin is needed to run the application - will have to compete with salesforce on board pathes in the future Review collected by and hosted on G2.com.

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

Training prior on-site user training, elaernings, Tasklists to work trough (to get to know the process) - Self Help for users. Review collected by and hosted on G2.com.

Oscar Javier R.
OR
Psicoterapeuta & Coach
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

Whatfix is extremely easy to use, minimum IT team intervention required, users perceive the value immediately. Another thing I like a lot is the close work they generate with you, and everyone is aware and onboard on all the things the team is helping you to solve. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There are some features that I expected to be done automatically, and we had to do some manually work to get the right setup regarding our uses case, which was to deploy most of our training through whatfix. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Is a great tool for the end-users, when you finally have all set up, is really very useful. One consideration you need to have is that the time to create all the material and work fine is going to take a good effort, focus on have a good team to create the material and plan very well. Review collected by and hosted on G2.com.

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

Accelerate the adoption of new software and users depend less on the trainers. Also whit whatfix, we are been able to have all the knowledge on how to use our platform in videos and pdfs, so this is great for the knowledge management, as a company we are depending less from the trainers as well. Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Thanks for the feedback and the appreciation, Oscar. We always aspire to not just provide a great product but also excellent service and so it feels wonderful to hear that we are delivering on both of them. We’re sorry about the manual work you've mentioned which could've been an automated one as expected. Your feedback has reached the appropriate people at Whatfix. Meanwhile, you can visit our Turbo Charge Whatfix section of our Community (community.whatfix.com) for any help in bringing down some of the manual tasks with advanced customization.

Thanks again Oscar for your positive feedback and heartfelt endorsement.

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

How easy it was to install the script and create the content Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Nothing to dislike so far, the experience in set up and usage has been great Review collected by and hosted on G2.com.

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

On-demand support

Increased speed to competancy

Less human support required Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Hi Neil,

We are happy to hear that you found the product easy to learn and use, and that you found it easy to create content using the various available capabilities. Thank you for your positive review!