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Whatfix Reviews & Product Details - Page 3

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
3,085 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 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...
JM
Jason M.Mid-Market (51-1000 emp.)
3.5 out of 5
"Solid product and excellent service"
The implementations and support teams have been excellent. They have always been very responsive and patient when helping work through issues.
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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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Video Reviews

358 Whatfix Reviews

4.6 out of 5
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358 Whatfix Reviews
4.6 out of 5
358 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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JG
Customer success manager
Small-Business(50 or fewer 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?

Versatile, lots of features, great support Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Some features still feel immature and need further refinement and development to maximise their potential Review collected by and hosted on G2.com.

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

Understanding user behaviour in the product - gauging engagement

Promoting user enablement of the product - reducing support ticket volume

Promoting and supporting new feature releases - increasing time to value of features Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

We're glad to hear that you find Whatfix versatile and packed with features! Our team is constantly working on refining and developing our features to maximize their potential, and your feedback is valuable in this process.

CC
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?

I truly appreciate the variety of learning options in Whatfix. It empowers users to find information quickly, Users can explore at their own pace with the self-service options, or get clear, step-by-step guidance through the 'How To' features. It makes learning on Bullhorn accessible and engaging for everyone. This reduces reliance on formal training sessions and saves valuable time for both learners and trainers. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I can't think of any major drawbacks to Whatfix. There was a bit of a learning curve at first, but once you get the hang of it, creating content becomes quick and easy. Review collected by and hosted on G2.com.

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

This is our first time using a digital adoption platform, and Whatfix has been a game-changer for creating training content! We previously struggled to keep our team engaged and informed about process updates. Now, with Whatfix, we can easily link materials from our existing repository and leverage the incredibly helpful pop-ups and Smart Tips to deliver targeted information directly within the workflow. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

We're delighted to hear that Whatfix has been a game-changer for creating training content and has helped in keeping your team engaged and informed about process updates. It's great to know that you can easily link materials from your existing repository and deliver targeted information directly within the workflow.

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

The thing that I like most about Whatfix is their proactive and ongoing customer support. We use Whatfix's DAP software to highlight flows within our SaaS patform. There is a great deal of functionality, so having the ongoing support to continue rolling out more and more sophisticated messaging is very helpful. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The only downside of Whatfix is the content creation platform, which can be overwhelming until it is mastered - but again, the support team are comprehensive in their assistance with this. Review collected by and hosted on G2.com.

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

Whatfix allows us to create and manage messaging direct to users on our platform, without having to `go through our development team. This enables the business team to manage our messaging more dynamically, resulting in quicker and more effective communication with our clients, whilst also reducing demand on our dev team. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Thank you for sharing your positive experience with Whatfix! We are thrilled to hear that you find our ongoing customer support exceptional. We understand that mastering the content creation platform can be overwhelming, but we are here to provide comprehensive assistance every step of the way.

It's great to hear that Whatfix is helping you efficiently manage messaging to users on your platform, empowering your business team to communicate dynamically without relying on the development team. If you have any further questions or need assistance with anything, please don't hesitate to reach out. We are here to support you in maximizing the benefits of Whatfix for your SaaS platform.

Shelley S.
SS
Senior Director of Learning Strategy
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Whatfix?

I love that we can deliver micro content to our clients in the workflow to help them better utilize our products. The beacon feature is excellent for notifying them when we have added enhancements so they optimize their experience. Integration and implementtion is easy, and the reporting features are useful in showing us how much our clients are using the tool (frequently). I greatly appreciate that the relationship we have with the WhatFix team is very collaborative. They have helped us create a success plan and are always open to our feedback about what we'd like to see on the roadmap. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I haven't found anything to dislike about the tool or the relationship. Review collected by and hosted on G2.com.

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

WhatFix is reducing the number of "how-to" support tickets logged by clients and increasing utilization of our product features. This helps with customer retention. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

We're delighted to hear that WhatFix has been instrumental in reducing support tickets and increasing product feature utilization for your clients, ultimately contributing to customer retention. We appreciate your positive feedback about the ease of integration, implementation, and the collaborative relationship with our team!

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

When we first learned about Whatfix, we thought it was too good to be true. I can tell you, that Whatfix has far exceeded our expectations and has been a valuable tool for our user base. Our dedicated CSM keeps tabs on our metrics, ROI, assists with new feature implementation, and has created custom solutions for our needs. We recently deployed point-of-need content to 1,500 users for a new paperless automated electronic workflow process. Whatfix was integral to the success of our project. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

This isn't a downside for Whatfix, it's a limitation for the application we are using it with. Due to a technical complication with the applicaiton we are applying Whatfix to, users must download a Chrome browser plugin to see the Whatfix material. Review collected by and hosted on G2.com.

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

Whatfix allows just in time job aid and training on our CRM which is accessed by about 1,700 users. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Hi Christina, we are thrilled to hear that you are enjoying the excellent customer support and finding our product awesome. Our team is dedicated to exceeding expectations and providing value for our users. We appreciate your feedback and are glad to be integral to the success of your projects!

Jan Michael J.
JJ
Senior Technical Writer 2
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?

They have great support. Haven't had an issue they weren't able to fix Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Nothing to dislike per se, perhaps how the technology works when there's a slow internet connection. Review collected by and hosted on G2.com.

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

For onboarding, automation of certain processes to ensure compliance, Important in-app/in-platform announcements. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Thank you for your feedback! We're happy to hear that our support team has been able to address any issues you've encountered. We understand the importance of seamless technology performance, especially in low connectivity situations.

Jen M.
JM
Audit Manager
Small-Business(50 or fewer 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?

Our clients love being walked through a process step by step. Saves our employees time by not having to show them every little thing in the system. Also love the repository integration - we are a Microsoft 365 user, so being able to keep files in OneDrive and have those easily sync to the self help is a game changer for us. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Recently I've had a few issues with certain files not syncing properly from the repository integration, but the support team has been able to help every time. Review collected by and hosted on G2.com.

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

Eases the burden on our customer support team - it allows us to provide training without having to do anything. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

We're pleased to hear that Whatfix is easing the burden on your customer support team and providing valuable training resources for your clients. We appreciate your feedback about the repository integration and are actively working to ensure a seamless syncing experience for all your files.

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

Simple and usefull for simple process to learn.

Complete assistante by Success Managers

Many features and contonuos improvement Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

It is not easy to apply to complex and non-linear processes Review collected by and hosted on G2.com.

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

Helped us develop adoption for 2 new onboarding projects and new tool rollout Review collected by and hosted on G2.com.

James K.
JK
Application Training & Support Specialist
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?

WhatFix really comes in handy when changes come to our ATS. I can post pop-ups or specifically placed Smart Tips which explain changes and updates. These easy-to-position pieces of information reduce work blockages in the field and reduce our ticket volume when workflows change. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The system can sometimes be cumbersome to implement. There is a LOT under the hood at WhatFix. Review collected by and hosted on G2.com.

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

WhatFix allows me to provide information and answer questions in advance about changes to our ATS in real time, reducing our help desk ticket load. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Thank you for sharing how Whatfix has benefited you by reducing work blockages and help desk ticket load. We're committed to providing solutions that make your job easier!

Verified User in Computer Software
EC
Small-Business(50 or fewer 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?

It is very easy and user friendly to get an initial set of content up and running. It is easy to customise and configure to our use case and the ability to use a combination of guided workflows and videos is important.

The fact we can tailor the content to different regions has also been very helpful.

We had a couple of issues with deploying the guides across our multiple domains but the support team were very helpful and swift in getting those resolved. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There is a quirk in the Task list that if new content is added but a user has completed the previous items o nthe list then it will not show for that user. This was unexpected and was hard to figure out why it was not showing for some users but was for others. Review collected by and hosted on G2.com.

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

Whatfix is serving as our user and training guides, allowing us to onboard more customers with greater spped than we could previously. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Thank you for sharing your positive experience with Whatfix! We are thrilled to hear that you find our platform easy to use and customize for your specific needs. We appreciate your feedback regarding the quirk in the Task list and apologize for any inconvenience it may have caused. Our team is constantly working on improving our platform, and we will address this issue to ensure a smoother user experience for all. If you have any further questions or need assistance, please feel free to reach out to our support team. We are here to help! Thank you for choosing Whatfix to enhance your user onboarding process.