Whatfix
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Whatfix
By Whatfix
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4.6 out of 5 stars
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Whatfix Reviews & Product Details - Page 28

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Whatfix Overview

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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
Discussions
Whatfix Community
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:
Abhishek Yadav

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...
Read more
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...
Read more
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
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Play Whatfix Video
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Video Reviews

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359 Whatfix Reviews

4.6 out of 5
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359 Whatfix Reviews
4.6 out of 5
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4.6 out of 5
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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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Verified User in Banking
AB
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

The product is easy to use and implement. The various customer touch points that can be enabled through Whatfix help us to facilitate most of our online customer support programs. Also, the support team is prompt and always available for even the smallest of help required. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Nothing to be disliked about Whatfix. The team is always open for feedback and support. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Recommended product to give your product’s online customer service a good boost. Review collected by and hosted on G2.com.

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

We’re primarily using Whatfix for building guided journeys on the website. This has been aimed at reducing the queries towards relationship managers and customer care. Review collected by and hosted on G2.com.

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Verified User in Information Technology and Services
AI
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Whatfix?

The Whatfix platform seems to be extremely powerful, yet flexible to fit our needs in on demand training of clients as well as onboarding new clients on our software platform. Better yet, the customer support at this company is superior with great lines of communication, regular checkins and training updates, etc. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

As with any powerful tool, you will need dedicated time to learn the ropes and continual use is key to keep fluent. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Work with their online sales and support team for online demos and examples, as this will give you a clear picture of suitability and possibilities with their solution. They are pretty flexible and adaptable. Review collected by and hosted on G2.com.

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

We use this platform primarily for clients to have on demand training tips when using our software platform. Additionally, we find it useful for the onboarding process of new clients to quickly be able to adapt to our online solution become productive immediately. Review collected by and hosted on G2.com.

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Response from Krutika Mathihalli of Whatfix
Editedit

Hi there,

Thank you so much for your review! We're always happy to help you and your team learn and climb the ladder through Whatfix. We hope to continue to hear feedback from you in the future, so we can continue to shape our solutions to be the best in the market for our customers.

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Noni S.
NS
Lead of Seller Training Team - Marketplace
Internet
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

Before whatfix, we do a lot of research which one is the best to use. We found that whatfix is the best choice, and we never wrong about it. Having good experience in content management, administrator, and any other feature, this one are the thing i like the best from whatfix :

- Smart pop up : it's really great to set pop up more than 1 times, and focus on specific page

- Content management : easy to create and edit the content

- Customer success : the team is so helpful! with all of my team's limit, the team is always willing to help and solving our problem and guide us well

- Flow : The flow is replace our emergency contact. So we can direct the seller to know new release by creating any flow Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

no idea! can't find anything to dislike Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

To increase the awareness, build up the communication, and increase the knowledge of our targeted user, whatfix is the tools you need to use! Review collected by and hosted on G2.com.

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

We face the problem when the content we've created is not working well. We try to look for the solution but still can't find any of mistake in our development process. But, whatfix team are willing to help us to find what thing that makes the script is not working in our site. We found that our team isn't embed the script in all frame of our website. Because of this help, our team can fix our system faster.

At the beginning of september, we have a lot of update on our feature, and we found that the tips we've create is not working. Seems like something happen from our internal process. then we ask for help to whatfix, and the team are so helpful and willing to solve this issue.

The team are so helpful even the whole process is not done well by my team. But whatfix team came to help and help us to solve any problem issue. Very good job!

The pop up is also beneficial for us. we found that our main problem is hard to communicate due to our limited feature. but pop up whatfix is really good to communicate every knowledge. Our click is increase, our seller are giving a lot of question as we expected. Review collected by and hosted on G2.com.

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Response from Krutika Mathihalli of Whatfix
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Hi Noni,

Thank you very much for taking the time to share your experience with Whatfix. 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.

We always strive to provide the best support possible, so it is wonderful to know that you received prompt response from our customer success team.

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

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Admin Approval Link
SM
Techincal Writer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

Whatfix customer service has been fantastic. I have yet to experience the implementation process on a new website; editing and adding to existing content has been easy and their product is user-friendly. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

If there are slight changes to our application the flows can break. Review collected by and hosted on G2.com.

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

We use Whatfix to offer our clients walkthroughs for various processes and feature tours. These can help reduce calls to support. Review collected by and hosted on G2.com.

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Helpful?
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Bryson T.
BT
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Whatfix?

Their customer service and availability is great for being across the world. Always friendly and willing to work with us to find solutions to our problems. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

We were promised a lot of features that weren’t as easy to use as they made it seem when we signed up. Review collected by and hosted on G2.com.

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

We needed step by step walkthroughs so that has been very helpful. Review collected by and hosted on G2.com.

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CE
Instructional Designer
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

Best customer service I have ever experienced. Quick replies. Their team is always willing to come up with new solutions to help us accomplish our goals. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Nothing. I would just say more advanced features. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Make sure you understand what your companies objectives, environments and roles are before implementing WhatFix. Review collected by and hosted on G2.com.

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

We needed something to provide in the moment of need support for web applications. We had another vendor that was bought out and removed our contract last minute. We needed to find a replacement. WhatFix is an all around better product than our previous vendor, so the switch worked out for us. Review collected by and hosted on G2.com.

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

How easy it is to use and understand it and how easy it is to reach out to the support who answers quickly and is always available to help. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Nothing so far. There is room for improvement but with constant conversation and mutual understanding the use of Whatfix so far leaves no complaints. Review collected by and hosted on G2.com.

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

I've been able to create intuitive steps into the use of our application and will be using further applications of Whatfix to create a better user experience in our platform. Review collected by and hosted on G2.com.

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Verified User in Hospital & Health Care
AH
Mid-Market(51-1000 emp.)
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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?

Responsiveness and the timeliness of showing us new features that will improve our experience using WhatFix. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Confusion regarding the use of the product for our users/staff. Review collected by and hosted on G2.com.

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

Our staff can independently learn to use our applications on their own, prior to training. This takes weight off of our workload, and allows users to become familiar with our applications on their own time. Review collected by and hosted on G2.com.

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Response from Pratheek G of Whatfix
Editedit

Hi there,

Thank you so much for your positive review. It is great to know that you received the needed help & quick response from our support team. We will continue to strive for excellence. At the core of our functioning, our team is always available to help with any confusion you may face during Whatfix usage. We would love to hear from you on your desired approach if there is any. You may also directly reach out to pratheek.g@whatfix.com to share any thoughts or concerns you have. Will be more than happy to assist you.

Best,

Pratheek

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Admin Approval Link
ET
Revenue Assurance and HP2B Process Lead
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

The WhatFix tool has been used to deliver training material, guided walkthroughs of site functionality and helpful tool tips to drive conversion. It is easy to make, and publish, changes to users in near-real time -- without the assistance of IT. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There are some areas for improvements,including: 1) If individual users do not have the right/access to see a step, that step is skipped. That is to be expected, but the steps are numbered and the numbers indicate the user is missing a step -- unbeknownst to them. 2) I would like to be able to review/revert changes made before publishing changes. Review collected by and hosted on G2.com.

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

We are solving customer adoption and training problems, by building out a knowledge base of walkthroughs and guides for our users. Using the smart tips we have help drive conversion in unique scenarios. Review collected by and hosted on G2.com.

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Verified User in Banking
AB
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?

Ease of use and the ability to customize training material. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I have not yet found anything I do not like. Review collected by and hosted on G2.com.

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

Working toward reducing the number of user cases as we build more content. Review collected by and hosted on G2.com.

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Response from Pratheek G of Whatfix
Editedit

Hey there!

Thank you so much for the positive review and the 5-star rating!

We are so happy to hear that Whatfix helped in improving your user adoption.

Thank you again for leaving us a great review!

Best,

Pratheek

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