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Whatfix Reviews & Product Details - Page 34

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
Play Whatfix Video
Play Whatfix Video
Play Whatfix Video
Play Whatfix Video

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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.
Scott M.
SM
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
What do you like best about Whatfix?

Our experience has been amazing throughout our partnership. The main reason I picked Whatfix over other offerings such as WalkMe was the Support that they committed to providing during the onboarding process as well as the ongoing relationship. Also, I believe their offering represents tremendous value considering the level of support they provide. Finally, the software is easy to use. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

At this point, I have no issues with the software or the support. Review collected by and hosted on G2.com.

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

Whatfix is helping with onboarding and training with a product we rolled out recently. The product is designed for clients to self-onboard themselves. The Whatfix walkthroughs have been very helpful in getting new clients onboarded and trained. It has also helped to reduce the number of support calls required to this new product. Review collected by and hosted on G2.com.

Ainhoa I.
AI
IT Developer & Support: Salesforce Trainee
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

It reallu easy to undestand and to work with this software. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There were certain procedures and options that were not created and we did not implement them in our system. Trans speak with the Whatfix team, some of these proposals have been developed by their team. Review collected by and hosted on G2.com.

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

Thanks to the implementation of whatfix in our company, we support all our workers so that they become familiar with the system we use Review collected by and hosted on G2.com.

LP
Senior Technical Support
Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

Whatfix has transformed our onboarding process. The Whatfix Task List allows us to give our user a clear understanding of what they need to do next and track their progress without phone calls. The See Live Widget lets our user walk themselves through our most commonly asked questions, which has cut down on support phone calls! The Whatfix Popup is a great way for us to to push release notices to our members without having to send unnecessary emails. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

It can be difficult to update flows in advice to prepare for updates we do to our site. There is no easy way to update a current flow and keep it in "draft mode" till we are push site updates. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Whatfix Support is AMAZING! Their support team will go above and beyond to help you succeed using their product! Review collected by and hosted on G2.com.

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

Whatfix has been amazing for onboarding of new members. It gives them a clear task to complete in order to move to the next set of tasks. We have linked our flows URLs directly into our knowledgebase allowing our user to prompt flows directly from our ticketing system which has cut down on basic support calls. Review collected by and hosted on G2.com.

Andrew L.
AL
CEO
Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Whatfix?

As a company, we made the switch from a high-end competitor to Whatfix and we could not be happier. Originally the decision was driven by the 50% + cost saving we would receive, however, we have been amazed by the ease of use of the system. The team find the UI simple and intuitive with very little guidance to get them creating their own guides. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Originally speed from Australia was an issue, however, the Whatfix team were very responsive to our feedback and fixed the issue. Thanks! Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Well worth switching over, we highly recommend this product. Review collected by and hosted on G2.com.

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

Onboarding and early adoption of the product have been vastly improved. Review collected by and hosted on G2.com.

Tony B.
TB
Product Manager
Consumer Goods
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Whatfix?

Everything. The console is very easy to navigate. Workflows can be created and launched in a matter of minutes. The team provides immediate support. And a huge bonus is that you have customized reports and dashboards within GTM after a quick set up. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I never ran into a blocker with Whatfix. Review collected by and hosted on G2.com.

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

Provide workflows as part of an overall change management process when deploying new pages and features. Review collected by and hosted on G2.com.

Mechelle A.
MA
IT Project Manager
Management Consulting
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

Super easy program to use, adaptable and easy for anyone to learn. The customer service and support is also wonderful. Whenever I have a question, it is answered quickly and everyone is very friendly. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Some minor bugs with our system, but nothing that wasn't easily resolved. Review collected by and hosted on G2.com.

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

We are able to have readily available training content on our new system that is easy to update and maintain. Review collected by and hosted on G2.com.

Verified User in Medical Devices
UM
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Whatfix?

One thing I noticed right away when comparing Whatfix with its competitors was how easy the tool was to use. This has held true and borne fruit for us in a big way. With minimal training we soon had half a dozen flow developers (mainly our software trainers) working full tilt, and within a few weeks we were able to produce more than 80 workflows. We’ve also been impressed by the responsiveness of the customer support team to meet with us. Chirabata Das (Chiru) has been and continues to be very helpful in helping us effective deploy our workflows. He’s been great helping us with our integration script so that the correct workflows show up in the widgets for different pages within our application. Prakhar Jain has been a pleasure to work with as we negotiated the details of our arrangement with Whatfix. Whatfix is very customer focused. Every support ticket we’ve filed has been responded to within 24 hours. Recently I have been working closely with Akshata Kerur and Apoorva Mittal. They have both been a pleasure to work with, and have been great with troubleshooting and problem solving.. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

We’d like to see more robust life cycle management capabilities to support versioning control, testing, and deployment. Update: October 2016. Some of the enhancements to the product over the summer have really helped in this regard, such as the improved sorting and filtering abilities. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Yes great team to work with. Tool is still young so flexibility is required. Also developers based in India so must be able to deal with time zone issues.

Overall good experience, but you should have some technical resources on your team who are able to communicate with the Whatfix developers as needed.

Make sure your developers and systems engineers understand your project so that they do not think you are impinging on their domain. Review collected by and hosted on G2.com.

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

We are hopeful that Whatfix will ease the process of onboarding for new users. Many of our new users are daunted by the complexity of the software, and many have reported that they struggle to remember and apply what they learned in training, especially if they have to perform an infrequently used procedure in the software several months or more after training. We’re hopeful that our workflows will help solve this problem by providing 24/7 real time support at the point of need.

We also hope to increase usage by our existing customers through providing workflows for the more complicated, advanced or infrequently used features of our software.

We’ve only been live with our workflows for two weeks, but we’ve already seen positive effects in terms of training. We had several customers in our last training class use the workflows before the class to gain skills in the software. This was a big assist for the instructors. As the students worked through exercises in the class they were able to reinforce skills already learned on their own.

We now have students who have started learning our software through the workflows, so we anticipate they will continue to rely on the workflows to learn new features and troubleshoot problems as they work in our software.

We are ramping up to introduce a new product line soon, and we anticipate an influx of new customers. I am currently working with Apoorva and Akshata to build a prototype onboarding task list to help new customers with the onboarding process. Review collected by and hosted on G2.com.

Response from Gokul Suresh of Whatfix

Thanks for the review.

We have noted your suggestion and have incorporated them in our roadmap. Also, very soon we’ll have a fully fledged team at our office in the US. Our aim is to provide an unparalleled support to all our customers.

Craig R.
CR
Senior Project Manager - Business Improvement
Individual & Family Services
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Whatfix?

Wonderful ongoing support during implementation phase. Whatfix also assisted by creating a few workflows which assisted us getting started. Still yet to use in full production and look forward to giving a review after we go live. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Nothing at this stage. all has been good. Review collected by and hosted on G2.com.

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

Not 'live' as yet - look forward to reviewing when we do. Review collected by and hosted on G2.com.

Javier A.
JA
National Site Consultant, Training Manager
Non-Profit Organization Management
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

Whatfix staff have been friendly, accommodating, and knowledgeable. I've never once felt like a question I'm asking is dumb, or like they don't have time for me. They've been flexible with my time-frames, and helpful with tips and explanations and guidance. Each time I engage with them I learn more about maximizing effectiveness of their tools for our users. I'm really excited and looking forward for upcoming national roll-out across our network. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Certain aspects of the editor make our most complicated workflows challenging to go back and edit. But over the first two months of our work with Whatfix we've seen multiple content/tool upgrades, and in our last discussion they let me know that an upgrade to their editor is in Beta testing right now. Given the improvements I've already seen them make and their integrity thus far, I'm highly confident that this is true and look forward to the enhanced capabilities of their new editor. I also wish I could organize things in folders instead of just by tags, but that's probably just my overall reliance on Microsoft organizational structures. That said they assured me they'd be upgrading features on content organization as well. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

This company is trending up. Their customer relations and regular improvements, plus the intuitive straightforward nature of their tools make them a great solution for website user learning and support. While some of the most technical detailed processes can get cumbersome especially when editing, it seems like they are aware of the areas where they can improve and are proactive in addressing these. Review collected by and hosted on G2.com.

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

Providing real time training and learning for users on our most essential programmatic requirements. As a non-profit, accurate data for grant reporting is absolutely essential. Whatfix is allowing us to not only support our staff with learning, but to reach over a thousand program participants and partners right when they most need the support. Data Entry and Program Monitoring have always been a huge lift for our staff as they have to provide real time training to participants and partners, now we are addressing that need directly, improving compliance, reporting, data quality, all while freeing up our Staff to focus on program quality, customer relationships, and community impact. Review collected by and hosted on G2.com.

Amanda S.
AS
Director Of Information Systems
Education Management
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

As a Salesforce Admin for a nonprofit, I love that Whatfix lets me set up flows showing processes that my users need on a semi-regular basis. This way they can easily look back at how to do something they have forgotten, and they can also learn something new. Since there is only one of me, they can get the help they need much faster with Whatfix.

The support from Whatfix is outstanding, and they are incredibly encouraging to help me get the most out of the product. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

As an admin who is not in an IT department, I dislike having to get my users to install the extension. This is likely to be a non-issue for most people. Review collected by and hosted on G2.com.

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

We have three primary types of flows in our system currently. Volunteer flows help our managers to better connect with and report on our volunteers' work. Sage Live flows are helping me to train new users as we onboard to Sage Live for our accounting needs. And Resource Development flows help our fundraising staff document their processes so that they can be consistent from quarter to quarter and year to year.

Whatfix gives me great peace of mind during periods of staff transition because I know that timely and useful training materials will be at our new staff members' finger tips. Review collected by and hosted on G2.com.