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Whatfix Reviews & Product Details - Page 31

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...
Security Badge
This seller hasn't added their security information yet. Let them know that you'd like them to add it.
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.
MJ
Project Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Whatfix?

Whatfix offers a variety of solutions to assist with training, on-boarding and driving adoption. In addition to the features of the application, the Whatfix team is accessible and constantly working collaboratively to assist with the needs of my team and users. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

No major dislikes. I am currently interested in advanced analytics to hep measure utilization. The Whatfix team is working to implement solution to better meet our needs. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Meet with them in person. Great team. Review collected by and hosted on G2.com.

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

We are currently replacing and updating existing user guides and training material to include in-application guidance to assist users. Review collected by and hosted on G2.com.

Juveria S.
JS
Seller Engagement Associate
E-Learning
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
(Original )Information
What do you like best about Whatfix?

I like how it is easy to use and how it has a variety of options catering to different needs such as smart tips and beacon other than the guided flows. Most of all, the Whatfix team is extremely cooperative, prompt and helpful when you are stuck somewhere. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Nothing to dislike really. Just like any other system or application bugs and issues arise, but the team is prompt in helping solve these. Review collected by and hosted on G2.com.

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

Has helped our Sellers in understanding how to manage and use their portals Review collected by and hosted on G2.com.

Response from Guru Mirthinti of Whatfix

Hello Juveria,

Thank you for taking the time to support us with the positive feedback, it is greatly appreciated.

We are delighted to know that your sellers find it simpler to navigate across the portals with the help of Whatfix and its features. Our energetic support team is always ready to help out with customer issues and your testimonial only pushes their boundaries further.

Thank you once again for your support.

Regards,

Guru

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

Makes your on-boarding and training process easy and helps retention. Clients can train at their own time as they are using the platform. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I don't dislike, but the analytics could be improved. Review collected by and hosted on G2.com.

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

More personalized on boarding process and less contact to our support team for basic questions. Review collected by and hosted on G2.com.

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

Sahil and his team have been amazing to work with. From getting us up off the ground, to double checking and making sure the tools that are included with the software we signed up with, are used 100%. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There were a few bugs here and there, but the Whatfix team worked effortlessly to get us fixed and moving. Review collected by and hosted on G2.com.

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

We had some trouble with users retaining a lot of the info being trained on, and learning how users can easily re-learn tools they had trouble with. Review collected by and hosted on G2.com.

Krystal P.
KP
CRM Manager, Sales Strategy & Operations
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
What do you like best about Whatfix?

Whatfix has fantastic customer support! They're very friendly, quick to respond, flexible with time zones, and helpful in answering questions and walking you through how to create content. I've been a Salesforce Admin for a little over 2 years now and I feel Whatfix was both easy to learn and easy to use. I was creating my own walkthroughs and content after just a few quick guided sessions. Lastly, Whatfix is very cost effective compared to competitors and offers a lot of flexibility since it can be used on any web browser. Whatfix is exactly what we were looking for! Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Nothing that I've come across to dislike thus far. If anything, it sounds like they're still developing their mobile app, but it's not something we're looking to adopt at this time. Review collected by and hosted on G2.com.

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

I created a very robust user guide that no one ever looks at or utilizes since it lives outside of Salesforce and in a Word doc (boring!). So we were really looking to minimize the number of process and usage questions our small team receives while empowering users to find their own answers from within Salesforce. What I've also discovered is that Whatfix provides an easier way to update content within the platform itself. No more scrolling through a long Word doc trying to ensure all changes are made properly and timely. Now all content lives directly within Salesforce in a much more user friendly way that the user can search for.

Whatfix also provides a lot of training and communication benefits for both new users and existing users. We can now utilize Whatfix to create mandatory or optional tasks (like completing guided walkthroughs or watching training videos) for new hire learning or rolling out new features. This especially helps with ensuring our users are aware of new changes or enhancements that they may not have read in our latest release communication. Review collected by and hosted on G2.com.

Response from Guru Mirthinti of Whatfix

Hi Krystal,

Thank you for taking the time and reviewing us. We are so happy that we've been able to reduce your content creation and update communication efforts. The fact that you found Whatfix to be easy to learn and use reflects with our approach to keep the product as simple as possible.

It's always wonderful to hear from a highly satisfied customer such as yourself to reassure us of our progress towards our vision.

Thank you once again for your time.

Regards,

Guru

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

Special mention to my CSM, Kritika Kishor who has been immensely helpful, supportive and professional

with every request from me and my team. Thank you for all the help and continued support!

We are using Whatfix as a digital support tool for our application, and it has proven to be very user friendly and reliable. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I do not dislike anyhting about whatfix. Review collected by and hosted on G2.com.

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

Benefits - the widgets are very different and useful. Continuing to explore all the available widgets. Review collected by and hosted on G2.com.

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

Whatfix customer service and support is excellent Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There is nothing to dislike about Whatfix Review collected by and hosted on G2.com.

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

Our organization has solved many training and adoption issues with Whatfix. The benefits to our end-users are unparalleled. Review collected by and hosted on G2.com.

JL
Digital Adoption Lead
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Whatfix?

- How easy it is for end users to interact with Whatfix.

- Expert help when required

- Really easy to create content with Whatfix Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Some of the initial configuration was not easy or clear and it took some work with the advanced tech team at Whatfix to get it working well with our new systems. This was quickly overcome with help from our Whatfix CSM and their talented technical team. Review collected by and hosted on G2.com.

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

We used Whatfix to help with the end user training and adoption of two new group-wide software platforms. Whatfix benefitted us by creating a familiar interface and channel for delivering training and just-in-time tips to our end users. Review collected by and hosted on G2.com.

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

Any Framework or Software easily configure the whatfix to navigate the tools, And the flow of the process and user easily understand, easily apply the whatfix in any software and ERP. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There is nothing to dislike in the whatfix. Review collected by and hosted on G2.com.

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

We are Implement the ERPNext In Our Company And Training the staff but not work properly so we use the whatfix for self adoption by a user. Review collected by and hosted on G2.com.

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

WhatFix offers companies a way of targeting users that have questions or issues with your site/product but will never call or email in regarding them. Instead of relying on them reaching out they can simply use the self-help widget to answer their question. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There is not much to dislike about WhatFix. However, if you have stringent security protocol or the clients you serve do it may be harder to take advantage of all of WhatFix's offerings. That is not to say you can't leverage WhatFix, it just means it will be more difficulty to leverage all of the features seamlessly. Review collected by and hosted on G2.com.

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

It has helped our clients and users better leverage our system. Specifically, it helps new users become comfortable with the system without needing a training. Review collected by and hosted on G2.com.