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Whatfix Reviews & Product Details - Page 26

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

Easy to setup, easy to configure, good price vs value. User experience for learners is very fluent, assists where needed without intervening too much. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Not intuitive for admin to take first steps in, guidance is needed (but provided enthusiastically) Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Make sure digital learning matches your company culture. Review collected by and hosted on G2.com.

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

Guiding geographically spread out users on a new digital platform Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Hi there,

Thank you very much for sharing your experience with Whatfix. We are delighted to know about the ease of setup, configuration and user experience for learners. Thanks again for leaving a positive review.

Best,

Pratheek

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

Ease of updating existing flows, beacon feature is great to flag changes for users that are already using the system Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Could be tricky to provide only relevant info to the end user using the tags Review collected by and hosted on G2.com.

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

Flag the user the changes in the system, create list of tasks to get new user operational as quickly as possible Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

Hello there,

Thank you for taking the time and reviewing us. We are happy to hear that Whatfix has been able to ease the updating of your existing flows. We have also noted your suggestions and incorporated them into our roadmap.

Thank you once again for your review.

Best,

Pratheek

RM
Salesforce and Process Manager
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

From the very first contact, I have been impressed by the attention and the urgency shown by the Whatfix team. From the buying process to the actual implementation and the ongoing support, they have been like an extension of our own internal support team rather than an external organization. Raise any issue, the support team is there to help you!

As for the product itself, it started of as a simple "click & create" your own help topics for our complex Salesforce processes but then slowly transformed to an actual digital adoption platform.

You can create,

1. Starter packs for your new user on-boarding

2. Announce new features to all your users or selected users

3. Help is available to all users when they need it and within the Salesforce Application

4. Automatically converts your step by step guides to Pdfs and videos, making it easier to document the processes and to share with your users

5. New features and improvements are rolled out frequently Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There is nothing to dislike whatfix as a product or the company but if I were to point out something, once you start creating flows(step by step guides) for really complex business processes ( too many if conditions and you expect the user to change the action depending on the condition), as a content creator, you may need to start learning a little bit about HTML CSS selectors, which may not be easy for everyone. It is not really a whatfix issue but you may experience this as you go deeper into the implementation and maintenance of complex flows. Whatfix helps you to solve this issue by making sure the support team is ever ready to pitch in and help you with the CSS selectors. So in actual the only action you need to do is just contact support! Review collected by and hosted on G2.com.

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

We are trying to improve our Salesforce adoption. Reaching out to all the users scattered across the globe with the new and existing features and processes have been difficult. We use whatfix to reach out to our users to document, communicate and train the salesforce users Review collected by and hosted on G2.com.

Response from Krutika Mathihalli of Whatfix

Hi Raghunath,

Thank you for your review! Everyone loves it when a customer takes the extra time to write us a great recommendation. Our team is always happy to help and available to see you through any hiccups you may face. 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 krutika.mathihalli@whatfix.com

Thank you

Erica T.
ET
Divisional Analyst
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Whatfix?

I love the product because it eliminated that need for paper and one on one training. The system is a live tutorial that takes users through the steps they need to complete the action. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

So far, I like everything about Whatfix live training. This new training will help reduce training calls. Review collected by and hosted on G2.com.

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

We are allowing the users to have an easier transition to an upgraded system. This eliminates paper training and reduces training cost for the company. Review collected by and hosted on G2.com.

Jeffrey S.
JS
Global Dealer Support Site Specialist
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

Versatile Solution with great support from a team who cares. I am so pleased to be working with Whatfix. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Occasional slow deployment, but nothing dissuasive. Review collected by and hosted on G2.com.

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

Saving man hours of support and money by allowing users to teach themselves how to utilize the site. Review collected by and hosted on G2.com.

AS
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Whatfix?

The team at Whatfix is one of the best I have worked with after working with many different systems over the years. The Customer Support team go above and beyond to work with you providing information, answering questions, solving issues and putting you in touch with the right people to talk through potential new functionality.

The product itself is easy to use with minimal training and technical knowledge. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There has been no major issues with Whatfix and any minor issues we had were resolved quickly. As a couple of small continuous improvement ideas it would be great to be able to amend self-help questions directly through the widget rather than having to access all the content and find, and it would be great to be able to upload images from your computer rather than having to use an URL. Review collected by and hosted on G2.com.

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

We had a very new product that we were developing and Whatfix allowed us to increase our user experience and uptake with the use of pop-ups, prompts, FAQs etc. Review collected by and hosted on G2.com.

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

- compatability with Salesforce

- Frees up development/design resources

- Educates our users

- Multi purpose tool allowing for education and promotion of features.

- Detailed analytics and insights allow us data we recently could not capture

- Segmentation allows us test and sample targetted campaigns

- The support from the team is second to none, feels like they are part of our own team Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

- Limited flexibility in terms of design

- Manual translations Review collected by and hosted on G2.com.

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

Onboarding new and existing users

Introducing new features

Promoting specific tools/features

Revamped our FAQ

Benefits:

Reduction in support contacts

Properly launching features with guides

New sources of data for iterations Review collected by and hosted on G2.com.

PT
Enterprise(> 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 get to have a meeting with my support account manager every week and she is there to help me with questions and give ideas on how to improve content Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There have been a few things that I have asked for not technical wise. That it takes time to get answer. Review collected by and hosted on G2.com.

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

Help our users better understand the tool they use. Review collected by and hosted on G2.com.

CM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Whatfix?

WhatFix is extremely easy to use and versatile for a number of applications. I have appreciated that the learning curve is not difficult and the WhatFix staff is always available to help out when needed. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I have found that some of the functionality is not as intuitive as a user may think. Though it is often easy to use and figure out in the end, some of the overall functions do not cooperate as expected out of the box. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

I think that engaging with the Customer Success team and Support teams on Whatfix has been largely beneficial. Review collected by and hosted on G2.com.

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

We primarily use WhatFix to communicate releases to our clients and point clients to changes in our system. This has been beneficial in getting ahead of any updates that happen on a release-by-release basis. Review collected by and hosted on G2.com.

Verified User in E-Learning
AE
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Whatfix?

Their willingness to provide help with any issue which we have raised and this customer experience has been fantastic. Knowledgeable and willing staff members. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Whatfix has provided a great service from day one and I don't dislike anything in the service or product. Review collected by and hosted on G2.com.

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

Any issues which we highlight to them they are willing to help and its made it easier for us to deploy content to our users. Review collected by and hosted on G2.com.