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Whatfix Reviews & Product Details - Page 29

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.
Corey T.
CT
President
Staffing and Recruiting
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

The on-screen flows can be created as quickly as it takes to walk someone through the actual process. Except with WhatFix, you create the flow once and never have to do it again, and it's available on demand for all of your users. It's a win-win. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

It still requires that the person creating the flows understands the software for which the flows are being created. In our case we had a limited number of system SMEs that could do the work. Not a WhatFix issue, but you need to make sure that the flows are designed using best practices otherwise you'll perpetuate bad practice. Review collected by and hosted on G2.com.

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

Allows us to have on demand training that is more effective that typical training because it is self directed, move at the speed of the user with direct user engagement. It reduces the need of trainers. Speed of delivery is almost immediate. Review collected by and hosted on G2.com.

Response from Krutika Mathihalli of Whatfix

Hi Corey,

Thank you for your review! 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!

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

The ability to provide a self service for our end users. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I have not found a something that I dislike yet. Review collected by and hosted on G2.com.

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

- Reduce inbound calls

- Increase user's product knowledge

- Improve user's troubleshooting support Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
CI
Mid-Market(51-1000 emp.)
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?

Ease of usage and freedom I get to customize my flows Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

More Desktop applications support would help Review collected by and hosted on G2.com.

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

Adoption, training and onboarding Review collected by and hosted on G2.com.

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

The tool is easy to pick up and most of the base options are intuitive to pick up, but the support team that we have worked with have been extremely responsive and helpful. The tool seems to be getting better as well and I am sure that any of the issue we have will be addressed in the near future . Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The application (Oracle Cloud) that we use WhatFix in is not a very optimized web page and there are times that WhatFix is not able to anchor correctly to elements, but there are work around that we have found with help from support but this is more of the UI's fault than WhatFIx's.

For Flows more options for step completion would be great, like data validation of another element or after a specific amount of time has passed. Review collected by and hosted on G2.com.

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

We are using WhatFix to support our training solutions as an in app support that enriches the training the user has already taken. While the flows have been our main focus, Smart Tips have seemed to be the most helpful real time support. Review collected by and hosted on G2.com.

Response from Krutika Mathihalli of Whatfix

Hi Tim,

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 tool.

We always strive to provide the best support possible, so it is helpful to have your feedback on working with the specific application and some of the features. We'd love to assist you in having a more enjoyable experience and our team will always be available to address any concerns.

Thank you once again for the review.

Regards,

Krutika

Verified User in Publishing
AP
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Whatfix?

We have been very pleased with the intuitive design of the WhatFix software and how easy it has been to apply it on our platform. WhatFix customer support is incredibly responsive and has definitely ensured a successful implementation for our use case. Feedback from users has been overwhelmingly positive – a win all around! Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Didn't like that there wasn't an option for users to reverse through a flow...but now it's been added so we're delighted with that! Review collected by and hosted on G2.com.

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

We wanted a way to introduce users who enter our application who are brand new or inexperienced users at point of need, and Whatfix helps us do that. Overall, it's a better user experience for our end users, which is the primary benefit we hoped to achieve. Review collected by and hosted on G2.com.

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

Attentiveness of the team, being able to appropriate the system functionality to our business cases

Ease of use and Navigation Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Sometimes the system seems unstable, but the team is fast to resolve issues Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Just give it a try and start small Review collected by and hosted on G2.com.

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

System Training, Navigation assistance

System Implementation Adoption Review collected by and hosted on G2.com.

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

The user interface is easy to use and intuitive. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Difficult to figure out more technical solutions. Review collected by and hosted on G2.com.

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

Onboarding new users. Our customer support team have received fewer calls/emails related to new users getting started. Review collected by and hosted on G2.com.

Verified User in Package/Freight Delivery
AP
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Whatfix?

Allows everyone to choose when they want to learn about the features of the application instead of having a fixed training schedule.

Also, being able to see it first-hand in the application rather than a demonstration provides experience as we learn. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There isn't yet a back button as you go through a step-by-step flow. Review collected by and hosted on G2.com.

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

The inconvenience of hosting training during times that will never get full attendance. With Whatfix, we now have the benefit of designing a training that everyone can perform during the best time for them. Review collected by and hosted on G2.com.

Nathan G.
NG
Communications Coordinator
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

Easy to create content and easy for users to access and find what their looking for. As a content creator here’s a few of the features I liked the most:

• Editing – It’s a breeze to create content and you can come back at any time to refine it

• Self Help – Ability to structure and organise your walk-through content, add links or just text if required

• Smart Tips – Being able to add information on fields or buttons/areas on the screen is amazing

• Analytics – Handy to see what’s being used at a glance

• Customer Success – The team is always willing to help, very friendly and prompt on following up with any questions and support. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Nothing at all, Whatfix was easy to learn and use! Review collected by and hosted on G2.com.

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

The ability to push and schedule notifications and messages via the smart pop-up from within the application is great! I was able to schedule a few user tips and reminders ahead of time and have them appear whilst I was away. Also the ability to utilise the walk-throughs in different ways via .pdf or video allows us further flexibility when it comes to training. Review collected by and hosted on G2.com.

Response from Guru Mirthinti of Whatfix

Hi Nathan,

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 once again for the positive feedback.

Regards,

Guru

Akbar S.
AS
Project Manager
Computer Networking
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Whatfix?

From distinctive guided pop ups to excellent developers, Whatfix helps to deliver it all.

Upsides of whatfix is the journey that we built to make the customer self-sufficient together by collecting feedback's, brainstorming and finally delivering our deliverable, makes the company and its people one of their own kind! Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Heraclitus, a Greek philosopher, has quoted "Change is the only constant", the industry is competitive and requires constant push of keeping itself updated. This is where Whatfix slightly lags on modification with respect to its feature updates. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Consider whatfix for a quicker solution for digital adoption. Review collected by and hosted on G2.com.

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

We are utilizing whatfix for a smooth transaction of our product migration without impacting the overall customer experience.

The Whatfix team was accessible to ideas and innovation which reduced the inter team friction, giving a way out for smooth flow of results. Review collected by and hosted on G2.com.