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Whatfix Reviews & Product Details - Page 27

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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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

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 Hospital & Health Care
IH
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Whatfix?

Working with WhatFix employees has been a pleasure. They are responsive and partner with us to create effective solutions to our problems, taking the time to understand our requirements and wish list requests. The platform leaves plenty of room for us to create user learning experiences to promote customer self-sufficiency. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Not so much of a 'dislike' as an 'in process', but the appearance of the tooltips can be sped up. Some of the customizability places the onus on the user so there is a bit of a learning curve, but it is completely manageable. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

It is a great tool. Have a vision for how to roll it out, and certainly ask your CSM about ideas that other WhatFix clients have done to drive user adoption. Review collected by and hosted on G2.com.

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

Help content metrics, customer self-sufficiency increases. Review collected by and hosted on G2.com.

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

I enjoy how easy it is to access Whatfix through the chrome extension. Since our product is constantly evolving, it's imperative that walkthrough flows are easy to create and edit. I am excited to explore the other features Whatfix offers. My experience interacting with Whatfix has been extremely pleasant, and they are always fast to reply and helpful. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I cannot always adjust the placement of the pop-ups so they are exactly where I'd like them to display on the page. Review collected by and hosted on G2.com.

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

We like to empower our clients to learn our product so they can be as successful as possible. The walkthrough flows have been helpful for product tours and tutorials. Review collected by and hosted on G2.com.

MT
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Whatfix?

The platform is very versatile in its use cases both internal and client-facing. It has a user-friendly UI. The level of service and attention from our account manager are very impressive. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Reporting isn't as intuitive and integration with existing customer behavior tracking solutions isn't as straightforward. Review collected by and hosted on G2.com.

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

Our marketing team is planning to launch new client onboarding, training, user behavior and lifecycle trigger programs. Review collected by and hosted on G2.com.

Verified User in Telecommunications
UT
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

Team effort to get us onboarded and working together to resolve key issues in the first few months. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The tool itself is challenging for the less technical people to use the tool, as you need to know the css classes to show flows and steps Review collected by and hosted on G2.com.

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

Trying to make the tool work for segmentation and how we get the tool working for copy editors. With some of the new features coming along, we've managed to add flows live which we were unable to do so before, such as auto hoover. Review collected by and hosted on G2.com.

Verified User in Staffing and Recruiting
AS
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Whatfix?

Whatfix is easy to set up and the post-sales service is great. They don't forget about their customers after the money is transferred. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

It does happen that expected behavior in the application isn't working, but that's always picked up on short notice by the support team. Review collected by and hosted on G2.com.

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

We're trying to reduce the number of question for the helpdesk and enhance efficiency for our users. Review collected by and hosted on G2.com.

VS
Sr. Training and Development Advisor
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Whatfix?

WOW! What a WIN for everyone!

• Better customer service for and from your employees.

• Less loss production time.

• Software adoption time reduced.

• Reduced cost with less printing.

• No wasted time trying to find the documents to help you complete a task.

• Outdated training material – a thing of the past.

• Training time cost with shadowing employees is reduced.

• Reduced learning curve – I don’t need to know it all at first and then try to remember, this ushers in the new progressive way to train, learn as you go – with workflows providing the guiding hand – so you know it is done right the first time.

Whatfix is an incredible piece of software designed for business with the end user in mind. You don’t find that very often, many think it but few have pulled it off as good as Whatfix! We started with three platforms, quickly moved to five and about to add a few more. The biggest benefit is how easy it is for our employees to navigate through our systems and provide the correct information with the task at hand.

The overall success has been incredible over the last 82 days as we launched it on a brand new human capital system. We expected lots of phone calls to our help desk from our employee population of 90,000 plus and staffed it accordingly. The average calls we received a day turned out to be 17, then it dropped to 10, we moved staff around where they would be more productive after the first two weeks. All this because we recognized we needed something different to make this system launch a success. Bringing Whatfix onboard, having the workflows for the task they everyone needed to complete, knowing everyone’s needs would be different, made this system an important part of our strategy and this system accommodated all the request. To witness this launch was inspiring and the short adoption time of a new system was mind-blowing and it was because we invested in the Whatfix solution.

The system itself is incredibly easy to use with some basic training and the support site that is in place. Having the ability to quickly create video or PDF copies of the material if needed is a huge time saver and what really the ease of designing workflows, smart tips, task list, etc. is amazing.

The customer service is impeccable – the staff is very motivating, understanding, helpful, and just fantastic to work with. They go above and beyond to help us be successful and that includes helping us to think outside the box in varies ways to assist in communications to the field.

But, when I decided to start a Center of Excellence for the teams using Whatfix on our systems, the Whatfix team was so responsive and wanted to know what they could do to help. Apoorva Mittal has even had the fortunate experience to come speak to our new team. Listening, questioning and offering suggestions on how we might want to shape our future activities. Thank you Apoorva and to Shagun Vaish who keeps us going with our new system support every day. You guys ROCK!

There are so many great things about Whatfix – I am so excited to have them as part of our initiative to change the way we train on new systems. Thank you Whatfix and TEAM! Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I haven't found anything I don't like about Whatfix! Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Change the "Click on" to "Select" due to the touchscreens and thanks for the Back button currently being tested on one of our systems. Review collected by and hosted on G2.com.

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

digital adoption Review collected by and hosted on G2.com.

Response from Krutika Mathihalli of Whatfix

Hi Vicki,

To start with, thank you so much for taking the time and sharing your experience in using Whatfix. It's always a joy to read detailed reviews such as yours from our delighted customers.

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 extensive-yet-easy product features but also with our customer success team.

Reviews such as yours continue to encourage us to add value to your business needs.

Regards,

Krutika

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

The Customer Success team at Whatfix always responds quickly to our questions (usually within minutes), and in the rare case that they don’t have an answer to our questions, they bring their technical experts into the conversation without delay.

Whatfix enables us to create content without programming skills and deliver that content in line with users’ workflow (without them having to access an external resource, such as a knowledge bank or training course), without compromising the performance or security of the underlying application. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Whatfix has difficulty anchoring to elements in our system. Their Customer Success team helped us find a solution, but it requires some extra work for each step in each flow, including the need to identify CSS selectors for the elements. Review collected by and hosted on G2.com.

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

We are using Whatfix with our new, internally developed core ERP system. We have two trainers who provide job role training for new employees in two departments, so Whatfix allows those two trainers to provide support to all other departments, as well as provide post-training performance support. We’ve created 34 flows, 14 smart tips, and a guided pop-up so far, with more on the way. Creating the content is fast and easy, although QAing the content and ensuring it works as intended is sometimes a bit more time-consuming. Review collected by and hosted on G2.com.

Response from Krutika Mathihalli of Whatfix

Hi Ryan,

Thank you very much for taking the time to share your experience with Whatfix. We always strive to provide the best support possible, so it is wonderful to know that you received the needed help & response from our customer success team.

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 features.

Thank you once again for the positive feedback.

Regards,

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

The walk through function allows a user to learn the steps while completing a task.

Additionally, the Customer Support Manager we worked with (Kritika Kishor) was FANTASTIC and made sure that our launch was successful. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Clicking off the tool tips during a walk through can be a little disorienting for new users.

Need a Previous Tip/BACK button in case a step was missed. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

We've only implemented the walk through's (with great success and approval from our business users), and all of the flows have been created internally - definitely giving off a PoC vibe. However, we recently contracted with Whatfix to include Professional Services, so i am looking forward to seeing more polished flows and additional functionality for the users. Review collected by and hosted on G2.com.

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

As long as the flows have been created correctly by SME's, this tool provides immediate instruction for new and/or infrequent users. The tool we currently use it with has a very high turnover rate so this is a great addition to our training program.

We are hoping to make Whatfix part of our enterprise Digital Adoption effort. Review collected by and hosted on G2.com.

Response from Krutika Mathihalli of Whatfix

Hi Andrea,

Thank you for your review! At the core of our functioning, 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 once again for your positive review!

Regards,

Krutika

SS
Product Owner
Information Technology and Services
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

Whatfix allows us to create in-system guidance flows and self help -segments that give our customers the help they need clearly and fast. Creating content with Whatfix is easy and if you happen to need advice or help, Whatfix customer service is excellent. Since our products vary in content and scale, it is great that Whatfix fits all needs. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

In some occasions visibility rules for flows and self help -segments are tricky to figure out. However, this is improved a lot with 'Intelligent segmentation'. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Whatfix has very helpful customer service. If you are thinking of an onboarding service or a tool to give in-system guidance, give Whatfix a shot. Review collected by and hosted on G2.com.

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

Our organisation provides cloud services for digital sourcing and contract management processes, all the way from planning to contract signing and management. Therefore we have plenty of products and features for our customers. To get most out of our features, we decided to use Whatfix to give our customers in-system guidance. Whatfix allows us to pinpoint cases where some extra help is appreciated, and create a flow to walk our customer through the process. Review collected by and hosted on G2.com.

Response from Krutika Mathihalli of Whatfix

Hello Sami,

Thank you so much for taking time and sharing your experience in using Whatfix. It's always a joy to read that Whatfix gives your customers the help they need clearly and fast.

We are very happy to know that you and your team has greatly benefited after implementing Whatfix and that you find our product very useful for your business.

Thank you once again!

Verified User in Hospital & Health Care
AH
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?

How attentive the team is and always finds a solution. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

No mobile availablility of Whatfix for the SFDC app. Our users are 90% on their phones. Review collected by and hosted on G2.com.

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

Consistancy and reliability of how we expect our team to use SFDC. Review collected by and hosted on G2.com.