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Whatfix Reviews & Product Details - Page 32

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

Our clients can now receive one on one, personalized and guided training in the platform at any time without the need of contacting our support team. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I would like more flexibility on design of pop ups and personalizing location of items. Review collected by and hosted on G2.com.

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

Trainning and On-Boarding problems Review collected by and hosted on G2.com.

AS
This is a very useful tool to implement your business, interactive media guides
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Whatfix?

I like it because it gives you an excellent list of tasks that helps you to accelerate the value of the products of the company and its support to the client is excellent they provide you with quick answers to the concerns that you have Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

It is an excellent option and I do not have many negative points during the moments that I use it, I could say that it does not adapt well to the wider web applications Review collected by and hosted on G2.com.

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

It is a very beneficial tool to use because it gives you the opportunity to incorporate users into a help center without problems and thus improve task lists and simplify it Review collected by and hosted on G2.com.

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

The best part about Whatfix is the ease of creating objects and walkthroughs for users, quickly being able to edit those flows and turn them into other materials such as presentations. The support from the Whatfix team and especially Rohan was a key to our success when using Whatfix for our Microsoft Dynamics CRM implementation. The Whatfix extension for Chrome is simple and quick for any user to add to their browser. We received over 80% adoption of Whatfix through internal message and user self install only! Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Occasional Whatfix popups/beacons on similar websites that were not meant to be part of the solution. This was explained to me after we saw the issues, so technically it's easy to understand, but that would be the only thing through all of what we used that was a dislike. Still did not detract from adoption or success. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

There are many guided walkthrough programs for companies to use, but the support and quality of the product make this something I will recommend to all future companies I work for. Whatfix makes it easy for any level of expertise to create flows, beacons, etc, and also for any user to use the end product and receive the true benefit of what the program can do. Review collected by and hosted on G2.com.

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

Whatfix has helped us provide an additinoal layer of training and support with ongoing crm updates and integrations. Having quick tips and process flows at the finger tips of users was invaluable and greatly contributed to our overall adoption. Review collected by and hosted on G2.com.

Verified User in Electrical/Electronic Manufacturing
AE
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

Before Whatfix we had video tutorials, it took so long to create them and the users were not happy with the idea of going through a video and try to reproduce this in the system. Our ERP system is constantly evolving and update tutorial videos takes so much time but update flows takes a few seconds. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Some features are missing, like assigning a 'Task list' to a particular user. Review collected by and hosted on G2.com.

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

When a user needs help, you just create a flow (instead of explaining to that particular user how to do it) and all the team will benefit. And if the user forgets how to do it, he always can come back into the flow. Review collected by and hosted on G2.com.

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

We use Whatfix to guide our customers on our HCM platform to help them get started faster with minimal assistance from us. Whatfix walkthroughs and self-help completed the picture for us in terms of the guidance, help and support our end-customers might need when using our application. We particularly love how we can release new features with supporting Whatfix content and rely on it to help users get empowered to use those, by themselves.

Our implementation experience with Whatfix has been very smooth thanks to the hand holding we have received from the WhatFix team, along with exceptional service along the journey. We love our customer success manager for her expertise and responsiveness! We have limited internal bandwidth and are now working with the WhatFix professional services (PS) to further extend our WhatFix capabilities and leverage additional out of the box functionality. It is very comforting to have expert help always around with PS. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There has been nothing to dislike in our experience with Whatfix. Going forward we would love to see the capability to integrate chat and screen-sharing to provide more ways of supporting the clients within the application. Review collected by and hosted on G2.com.

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

Our goal of using in-app digital guidance was to provide customers more self-serve, while not compromising the user experience. Whatfix has helped us do that wonderfully. Review collected by and hosted on G2.com.

AS
It is an excellent platform to maintain the exchange of information
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Whatfix?

enjoy doing the tutorials with the software Whatfix, one of the best things that the software has is the personal support to the client, who is always ready to help you in everything, from the initial configuration to the maintenance, they are always ready to answer any problem . Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I did not like the integration table much more difficult to manage. It took me a while to manage the Integration part, but Whatfix has been very patient and helpful every step of the way Review collected by and hosted on G2.com.

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

is an excellent method to improve the integration and management of software Review collected by and hosted on G2.com.

Yonatan S.
YS
Business Solutions & Training Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Whatfix?

Whatfix provides amazing service with a great product. Pulkit, the Customer Success Manager who I was working with always gave fast and professional responses, looking for the best solutions of integrating Whatfix to our product Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The ability to add multiple languages in Whatfix Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

If you're looking for a product that will simply let your clients build flows in your product while giving great service, this is the product for you! Review collected by and hosted on G2.com.

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

1.Onboarding new clients in terms of product knowledge.

2. Helping existing clients build flows in our product using the Whatfix platform Review collected by and hosted on G2.com.

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

No question seems too much for Whatfix, always helpful to jump on a call and train, teach and advise what to do. proactive account management. lots of different aspects to the product which can help support customers. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Just a bit complicated to complete workflows and the time taken to get new flows in place. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Go for it. Review collected by and hosted on G2.com.

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

Enabling our customers to self serve rather than rely on our support desk. Review collected by and hosted on G2.com.

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

1. WhatFix Support

2. Easy handling of WhatFix in System Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

WF is a great tool, but I think that WhatFix is working better as Cloud-solution (compared to the on-premise soltuion, that we have) Review collected by and hosted on G2.com.

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

As we only have a small rollout Team, which is responsible for global Rollout, WhatFix is especially a great benefit for our Rollout-phase Review collected by and hosted on G2.com.

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

Whatfix is very simple to use for a user, and from an editor point of view, creating new content and navigating around requires minimal effort. Additionally, Whatfix provides good analysis functionality, e.g. how many times has a particular walkthrough been viewed etc. Furthermore, it is customizable (colours, welcome messages, beacons). Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The fact that the Whatfix support team is located in another timezone to ourselves narrows the window of opportunity to interact real time. Review collected by and hosted on G2.com.

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

Our workforce consists of both white collar and blue collar workers and we therefore needed an extremely intuitive and easy to use self-help tool that suits both demographics. Especially for the blue collar workforce who will be asked to use computers at work for the first time. We are still to roll out to this group, but believe Whatfix will absolutely deliver and make an operational worker's life easier to navigate around a new system. Review collected by and hosted on G2.com.