Save to My Lists
Paid
Claimed
Optimized for quick response

Whatfix Reviews & Product Details - Page 23

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)
Show LessShow More
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...
Security Badge
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
Play Whatfix Video
Play Whatfix Video

Official Downloads

Answer a few questions to help the Whatfix community
Have you used Whatfix before?
Yes

Video Reviews

359 Whatfix Reviews

4.6 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Popular Mentions
The next elements are radio elements and sort the displayed results by the item selected and will update the results displayed.
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
The next elements are filters and will change the displayed results once they are selected.
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)
Log In
Want to see more insights from verified reviewers?
Log in to view review sentiment.
G2 reviews are authentic and verified.
Alexander V.
AV
Customer Success Team Lead
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

The responsiveness of the Customer Success team (specifically working with Prakhar Saxena) as well as Whatfix's willingness to understand and attempt to address pain points. The team is incredibly proactive when it comes to explaining meaningful new features. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I was handed off among 2-3 different agents over the period of a year before finally being paired with Prakhar Saxena who is doing an excellent job as our most recent Customer Success rep. Review collected by and hosted on G2.com.

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

Allowing our customers to learn more about the platform by targeting specific segments of the user base with meaningful tutorials that are brief in length and can be repeated as many times as desired. Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Thank you for reviewing us and letting us know how we were able to understand and address your pain points. Sorry to hear about your experience with multiple agents. We always strive to provide the best support possible, and we’re glad you now have a great Customer Success rep. 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.

Best,

Pratheek

PD
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Whatfix?

We have been using whatfix for some time and these are some of the benefits that we have achieved with this software.The main benefit that we have had with whatfix is ​​that now we save a lot of time with our clients since we create content that explains what we do. We can have a number of formats available and they are updated if we make any changes to each one now, thanks to whatfix, our support tickets have been greatly reduced and our clients are being guided step by step, we also like that your customer service is always the most attentive and cordial since they are interested in you and in guiding you to solve the doubts you have Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

My experience has been very good in general but I would like them to have a mobile version so that I can always be aware of everything at any time and at any time Review collected by and hosted on G2.com.

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

Whatfix has helped us so that all our users can use our platform and make the most of all the benefits we offer them and also helps clients who have time to reinforce all their knowledge Review collected by and hosted on G2.com.

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

Whatfix makes it extremely easier to provide content specific user guides to our users.

Their customer support team is always good at providing best use case solutions. Specifically working with Shashank Diwedi, Customer Success Manager is quick and prompt in responding ,providing solutions and addressing pain points.

Another platform "Smart pop up" is very useful, we have used this to inform users about anything that needs immediate attention. The newer templates of Smart pop -up's has simplified this process and increased work efficiency. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

When we raise issues, What fix taken time to provide new solution's. Using Whatfix in complex applications is a bit tricky to set- up flows ,but with support teams help we were able to overcome those difficulties. Review collected by and hosted on G2.com.

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

I have adopted various Whatfix platforms to help our users adopt to our newer systems.

Especially "Smart pop up" has been very useful during Covid-19 pandemic to onboard a large community to

1)Provide learning resources and online teaching Videos

2)Inform users on new announcements

Smart tips

Walk Users through Complex steps in our Risk management application

Beacon

Mainly used it in our Intranet page to draw user attention to specific messages

Flows

Help Users to learn an objective to complete a task using the step by step guidance Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Hi There!

Thank you so much for the review. We really appreciate you taking the time to share your feedback. We're happy to know about your experience with our CSM Shashank. We are also elated to hear your feedback on the Smart Pop-Up and how the new templates have impacted your business.

Thank you once again for your positive review!

Best,

Pratheek

SK
Sr. Business Systems Analyst/Scrum Master
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Whatfix?

The WhatFix staff are highly professional, personable and always a pleasure to deal with. The training they provided on using the tool to create widgets was detailed and thorough, and their technical support team has come through for us time and time again. This is one of the most pleasant experiences I've had as a project manager dealing with a third party professional services company/software vendor. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I really have no complaints about the WhatFix staff or software; the only thing I wish I had more of was time to work in the tool myself, but that responsibility falls on other members of my team. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Attend all the training opportunities they provide and encourage the rest of your team to do the same. Excellent content. Review collected by and hosted on G2.com.

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

Our major problems to solve are preventing repetitive emails and calls from our customers asking the same questions about how to use our IT Services end user portal and configuration management database. Also, creating documentation for training on our tools in MS Office documents and Stream training videos, which quickly get outdated, has proven a challenge. Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Thanks for the awesome review, Steve. We work hard to deliver professional and personable service, and we’re happy to hear we hit that mark for you. It’s wonderful to know about your training experience, and how our support team’s prompt response has delighted you. Thank you so much for taking the time and leaving this excellent review.

Best,

Pratheek

AH
Solutions Engineer
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

Whatfix excels in customer success. They have gone above and beyond to make sure that we are getting the most out of the product and that we are seeing a strong ROI. They have a great product that has significantly reduced the time we spend training and onboarding end-users. Workflows are easy to set up and use. Their onboarding checklists have been extremely valuable.

Whatfix is

- Easy to use

- Provides great customer support

- Reduces training time

- Leads to quick adoption

- Builds trust with our customers and end-users Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Because the product is clean and easy to use, there is a limitation on customizing colors and shapes of the pop-ups. This only becomes a problem when we need to add elements of our own branding such as gradients or removing the Whatfix brand. Other than that they have three different styles to choose from. that keep your interface clean and simple. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

If onboarding and adoption are your goals then this a great product with a great team to support you. Review collected by and hosted on G2.com.

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

We currently use Whatfix in our trial products. Whatfix has allowed users to quickly evaluate and adopt our product. We have reduced the time spent on Trial Account demos and increased adoption. Review collected by and hosted on G2.com.

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

- Great tool for low/no code setup.

- Variety of tools and options for different use-cases. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

- Did not dislike but would be great if more options can be given for UI customization. Review collected by and hosted on G2.com.

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

- Quick in-app customer communications.

- Feature announcements.

- Self-help workflows.

-Product on-boarding. Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Hi Hemant!

Thank you for reviewing Whatfix. It is great to know that you've had some wonderful experience with our product. Regarding the UI customization, I’d suggest you look into our Community's ‘Turbo Charge Whatfix’ category (community.whatfix.com). You will definitely find something that’s interesting!

Thank you once again for your review!

Verified User in Computer Software
AC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
What do you like best about Whatfix?

The self-help is great and the integration with our platform is great. But the best part about WhatFix is the support team's dedication to our combined success. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The platform isn't amazingly intuitive but with such great support, learning how to navigate the tool is made much easier. Review collected by and hosted on G2.com.

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

We were trying to provide self-help click-through guides for our tool, and with WhatFix we have achieved this. Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Hi there!

Thank you for taking the time and reviewing us. We're happy to hear how our support team’s prompt response has delighted you and is helping you in navigating the tool with ease.

Thank you once again for your positive review!

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

The opportunity to work together with the Whatfix team, in order to make the best of the tool. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

A little tricky on the code, for people that is not familiarized with that. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Great costumer service Review collected by and hosted on G2.com.

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

Important notifications for our members Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Hey Marco,

Thank you so much for reviewing us. We're equally happy to work with customers like you who help us bring out the best in us. Our CSMs and Support team are just a mail away to help you with any queries. You can also find answers to some of that tricky content in our Whatfix Community (community.whatfix.com). You'd love it.

Thanks again for taking your time and reviewing us.

Best,

Pratheek

Dave F.
DF
Science Teacher
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Whatfix?

Customer service is outstanding and updates to the product have allowed us to expand its use on our site. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The organization of support files generated could be improved. Review collected by and hosted on G2.com.

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

Customer orientation and use of new features. Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Thank You, Dave, for the 5-star rating. We are glad to know that Whatfix could be of the right help to you and your team. Our Success Team is super responsive and ready to help out with customer issues, and your testimonial only pushes their boundaries further. Regarding the support files, your suggestion has been taken into consideration and we will have them incorporated into our roadmap.

Thanks again for your positive feedback and heartfelt endorsement, Dave.

UA
business analyst
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Whatfix?

Easy to use when creating flows and increases productivity Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

having to implement the scripts in multiple iframes Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Whatfix is really helpful because it provides easy to use training materials to help employees increase their productivity Review collected by and hosted on G2.com.

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

increased productivity and easy access to training materials Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Hi Ugo!

Thank you for reviewing us and letting us know how we are able to make it easy to create flows to your software offering, whilst increasing productivity. Our team is just a message away to help you through any hiccups you may face. You can also check out our community (community.whatfix.com) for more information regarding script implementations, and also post your queries (if any) there.

Once again, Thank you Ugo for taking the time out and reviewing us!

Best,