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Whatfix Reviews & Product Details - Page 22

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 UserMid-Market (51-1000 emp.)
5.0 out of 5
"Easy to use and tremendous Support Team."
From our first communication we've been greeted by professional and friendly Team Members from Whatfix. The step-by-step on-boarding process has e...
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...
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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
Play Whatfix Video
Play Whatfix Video

Official Downloads

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Video Reviews

359 Whatfix Reviews

4.6 out of 5
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359 Whatfix Reviews
4.6 out of 5
359 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.
Kemsey M.
KM
Social Media and Event Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Whatfix?

Whatfix is great for on-boarding new users. The ability to sync or KB articles is very helpful in continuing to keep content up to date. Their support team is also very helpful and available to assist in any way we may need and keep us in the loop of new Whatfix features. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Not really a downside of Whatfix itself, but as a small company it can be hard to find the time to dedicate to using the software to the best of its abilities. There are many things that we have not had the chance to utilize. Review collected by and hosted on G2.com.

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

Whatfix helps elevate time that our support team would have taken answering questions from users. It helps on-board new users quickly and at their own pace. It also helps us track popular queries and allows us to add content based on those. Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Hey Kemsey,

Thank you so much for sharing your experience with Whatfix. We are delighted to know how helpful Whatfix and our support team is to you. We always strive to provide the best support possible. You can always visit the WHATFIX COMMUNITY to know more about using software to the best of its abilities. Our experts are just a message away from all your queries. Thank you for thinking of us and leaving a positive review.

Best,

Pratheek

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

The customer service and technical support is outstanding, and the online self-guided help has a wide range of topic-based content available 24-7. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There is a minimal learning curve at first, to get used to the software. This is likely due to the many features there are to learn to use. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Take advantage of the online help articles that are available and easily searchable on the platform. They are a great help. Review collected by and hosted on G2.com.

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

We are using Whatfix to introduce updates and changes to UI screens and add In-App guidance and training as new features are rolled out. Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Hello there!

Thank you for taking the time to support us with positive feedback. Our energetic support team is always ready to help out with customer issues, and your testimonial only pushes their boundaries further. Thank you once again for your support.

Hellen M.
HM
Education Training
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Whatfix?

Whatfix has give a Great Support, Helpful and Fast Solution.

Shashank is the Customer Success Manager in Whatfix that work with us, He is fast response, easy to work with, supportive and solution oriented.

He takes the time to understand the business and constantly want to give the best support to improve it.

The Development and Support Team have also been so helpful,They have been quick to provide the solutions and always try to improve the system to make it user friendly.

Whatfix listen to what we need in out system so that it can help our customer experience. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Whenever We're had an issue lacks or bugs in the System ,Whatfix has taken time to understand our problem ans provide us a new solution.

When there is problem with data that need to fix or improve the accuracy data, The Customer manager and the Developer takes the time to discuss and take consideration of what we as user need.

The chat box in whatfix to help the user when we have problems, We hope that it takes short time to reply so that we can identify if the problem is the big or not. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Whatfix is a tool that will support you to share and manage Information to your users. Review collected by and hosted on G2.com.

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

Problems that Whatfix is helping us solve :

-Inform users of our new feature and Information

-Provide learning resources to our user for easier understanding

-Walk users through the complex tasks while they're doing the tasks

-Help Resources inside our Software Review collected by and hosted on G2.com.

Verified User in Leisure, Travel & Tourism
AL
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Whatfix?

The excellent customer service offered by the Whatfix team. They are always ready to help us in everything. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I can't think of anything I don't like about Whatfix. All my comments will be positive Review collected by and hosted on G2.com.

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

Help/facilitate our clients to learn to use our platform. Whatfix flows help us accompany them every step way. Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Hello Veronica,

Thank you so much for the 5-star rating! At Whatfix, we always aspire to provide a great product and also excellent customer service. It feels exhilarating to hear from you that we are delivering on both of them.

Thank you once again for your positive review. Reviews such as yours continue to encourage us.

Best,

Pratheek

Ferdin M.
FM
Digital Adoption Specialist
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Whatfix?

Whatfix is very versatile and very easy to use and understand even if you don´t have a technical background.

The features are very useful and easy to configure, and the customer support is great. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Sometimes flows would fail to work properly and needed more in-depth assistance from the support team which delayed the progress. Review collected by and hosted on G2.com.

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

I used Whatfix to drive a digital adoption process and it was very useful for having users take on tasks in a more effective way. Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Hi Ferdin,

Thank you so much for taking the time to share your experience with Whatfix. We always strive to provide the best support possible, and it is wonderful to know that you received the needed help & response from our customer success team. 
We are sorry for your experience with flow issues. We’re using your feedback to continue to improve and work on this area. Thanks again for the review, Ferdin!

Verified User in Staffing and Recruiting
AS
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

I like the scalability of Whatfix as a system. I started using Flows for walkthrus and once my team was used to those I layered in Task Lists to ensure items were getting done in the proper order. Second, I like that one annual price fits all tools so I can add them as I need them without having to renegotiate our pricing. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Timezone difference between their offices and mine. Waiting is a small price to pay. Review collected by and hosted on G2.com.

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

We are using Whatfix Flows to show our team members step-by-step instructions to move through specific tasks in Salesforce. We are in the process of implementing Task Lists to ensure no items get missed during training. Review collected by and hosted on G2.com.

CD
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Whatfix?

Whatfix is extremely useful for our users, and guide them step by step. It has also significantly reduced training time.

The team has provided us with training sessions to guide us on how to create and set up the widget, and it was very helpful.

The technical support is very professional, and provide us with the best use case. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

My team and I wanted more customization features, and the technical support has shown very helpful by providing us help on this and developing it in the console. Review collected by and hosted on G2.com.

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

- We provide users with a digital adoption platform that accelerates their onboarding process by walking through step by step.

- No training session is needed.

- Inform users about new features Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Thank You, Constance, for the 5-star rating. It's always a joy to read such positive reviews from our delighted customers. We are so happy to hear that you've had a wonderful experience with not just the product features but also with our support team. You can also visit the WHATFIX COMMUNITY to know more about our upcoming releases and product features.

Thank you once again for your positive review!

Best,

Pratheek

MC
Senior Digital Marketing Strategist
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

We love the ability to rapidly deploy tooltips and popups and provide relevant self-help documentation to the user. The support and development staff are always open to improvement and welcome feature requests or customization. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The tool is not always the most intuitive to navigate and editing or creating flows require some planning as it is difficult to insert missing steps. Review collected by and hosted on G2.com.

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

User self-help documentation and guided onboarding. Changelog publication. Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

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

Customer experience and satisfaction are our priority, and we’re glad to hear that our team is available to provide help every time you need it. We value your input and will work on making the flow creation more intuitive. You can also check out our Community for more tips and tricks in this regard.

Thanks again!

Verified User in Telecommunications
AT
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
Incentivized Review
What do you like best about Whatfix?

Customer service is prompt and helpful! Everything is easy as long as you have the right setting, on the Whatfix portal and your end. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

It's a bit unstable sometimes and might show the pop-up message to one user multiple times~ Review collected by and hosted on G2.com.

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

We mostly use Whatfix for the in-app message and trying to increase adoption. Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Hi there,

Thank you so much for reviewing us! We're glad to hear your thoughts on our Customer Service. As we continue to improve and work on certain areas, we'd love to keep hearing your feedback on your desired approach as well. You may also share any thoughts or comments you have directly on customeradvocacymarketing@whatfix.com or community.whatfix.com!

Once again, thank you for taking the time to share your experience with Whatfix.

Rex M.
RM
Client Success Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

Ease of use, professional, superior option to knowledge articles. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Can be finicky with some buttons. Unable to get corrected so the blue rectangle blinks over that element. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Try it, you won't regret it! Review collected by and hosted on G2.com.

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

Can create all sorts of flows to explain how to complete steps within our software. It is helping the customers help themselves. Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Hi Rex,

Thank you so much for the 5-star review. We are happy to hear that Whatfix is easy to use for you. At the core of our functioning, our team is always available to help with any hiccups you may face during product usage. Your concerns have been shared with the right department, and the team shall get back to you soon on this. We hope to continue to hear feedback from you in the future, so we can continue to shape our solutions. Thank you for being open with us and taking your time to review Whatfix!