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Whatfix Reviews & Product Details - Page 35

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
U
Verified UserEnterprise (> 1000 emp.)
4.5 out of 5
"Customer Service sets Whatfix apart"
I've been in charge of Whatfix for my company for 2 years now and their Customer Service is unmatched. I do appreciate the ease of use of their fea...
Verified User
A
Verified UserMid-Market (51-1000 emp.)
4.0 out of 5
"Whatfix is great!"
- We are able to segregate content by role tags, allowing us to push the right content to the intended end users. - The ability to preview flows a...
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...
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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

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Video Reviews

361 Whatfix Reviews

4.6 out of 5
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361 Whatfix Reviews
4.6 out of 5
361 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.
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.

Alan D.
AD
Founder
Consumer Goods
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

24/7 sales + training quickly get our customers activated and using our products Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Product updates have addressed our needs Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

The sales and support team has been extremely responsive. The solution has performed flawlessly and we have had excellent positive feedback from our customers. We can't imagine our website without it. Review collected by and hosted on G2.com.

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

We use WhatFix for a variety of tasks including highlighting key features and benefits (sales), onboarding (registration) and helping our customers to become more effective users of our products Review collected by and hosted on G2.com.

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

The support received during implementation from the WhatFix team was nothing like what you would see with some other suppliers of this type. You really feel a deep desire to help and create value for the customer. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The product was not as easy to use for our business case as we first expected, but mostly link to our business case. The WhatFix team did spend some time helping us improve. Review collected by and hosted on G2.com.

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

Onboarding of new users on one or our tool and self help tooltips on the processes inside the tool Review collected by and hosted on G2.com.

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

I like the intuitiveness of Whatfix. Flows are easy to create, the customization of the widget is simple, and if I have any troubles, there's a very good support so I don't have to worry about fixing everything on my own. Also, I love the fact the videos are created automatically - great feature, guys! Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There are some features that I find useful but that are still missing in the widget. For example, there's no possibility to ask user a yes/no question when they are performing a procedure. For example, when they are sending an e-mail, I would like to ask them: "Would you like to add an attachment?" and based on the answer, create a branch. Also, segments' visibility rules should have OR condition, not only AND. Review collected by and hosted on G2.com.

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

We are developing a new cloud application. We would like our users to start using it as quickly as possible without contacting our support too often. The widget is a great help and we believe it's going to help us to achieve this goal. Review collected by and hosted on G2.com.

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

Using Whatfix is very intuitive, but sometimes a bit complex to setup if you need some additional features or workflows.

However, the Support guys are very helpful and responsive. We've successfully resolved all issues so far in very short notice. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Lack of possibility to include external CSS to modify the appearance of some widgets. Review collected by and hosted on G2.com.

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

Customer onboarding and profile setup. With Whatfix, we've increased the rate of user activation in very short time. Review collected by and hosted on G2.com.

Eric W.
EW
Director of Customer Success
Music
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

Whatfix has great customer service. Even though I'm sure we are a fairly small account for Whatfix, we were treated as if we were their top client. I've had numerous one-on-one calls with our Customer Success representative and have gotten to know her a bit personally. Whatfix's customer service is exemplary!

Also, Whatfix is a very affordable solution compared to their competitors but doesn't skimp on quality or functionality. Since becoming a Whatfix user, I have seen multiple upgrades and improvements in their functionality, user interface, and support options. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The flows are quite easy to build, but you still have to write hard code in their integrations panel to make the flows show up in your application as desired. While I did have a lot of help and support from their staff, it did add to the learning curve and the implementation time.

I have, however, heard that they are working on another UI upgrade to address this friction point and reduce or remove the need to write additional code. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Allow yourself plenty of time to test and refine your flows before releasing them to your users. I'd say that approximately 3/4 of our implementation time was spent reviewing and refining our tutorials to make sure they are clear, concise, and robust. Even now, we've started using Whatfix's Google Analytics implementation to see what flows aren't working and fix them. Review collected by and hosted on G2.com.

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

We use Whatfix to help new users learn how to use our platform and help answer existing users' questions. Currently, we also give new admin users a 1-hour, one-on-one training sessions, but we hope that Whatfix will reduce or eliminate the need for this practice. We also use Intercom for our chat support, and since we've released Whatfix to our users, I've seen the number of support queries decrease slightly. I anticipate a larger decrease as more users become accustomed to using a new method of support. Review collected by and hosted on G2.com.

Response from Gokul Suresh of Whatfix

Thanks for the feedback and the appreciation, Eric. We’d never consider any company to be small or big. In fact, for us, all clients are alike and we believe in providing them with the best service possible, at all times.

As per the integrations, we are vigorously working towards bringing all the integrations on to the User Interface so that our customer’s experience is simplified. New features are rolled out on our Dashboard, UI config, integrations, etc. every month.

Rakesh K.
RK
Manager, Technical Product Training
Computer Software
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

Whatfix has been a strong partner of ours, patiently working through the integration and launch process over the course of months. They have been willing to help with countless hours of time, product enhancements, and other areas to make an excellent fit into our product. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

While I love the Whatfix team we work with, wish there was a team within the US so working hours are mutual. That being said, Whatfix bends over backwards to adopt our hours and we still get what we need to done (just with a few very early mornings). Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Go with Whatfix! Review collected by and hosted on G2.com.

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

Providing in-app guidance / training solutions to our customers. --> Just-in-time guidance without a simulated environment. Review collected by and hosted on G2.com.

Response from Gokul Suresh of Whatfix

Thanks for the review, Rakesh.

The good news is that very soon we’ll have a fully fledged team at our office in the US as well. Our aim is to provide an unparalleled support to all our customers.

Amy H.
AH
Training Specialist
Computer Software
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Whatfix?

The support I receive is, to me, one of the most important things about choosing a software vendor to partner with. I'm technical, but not *that* technical, and I was worried about that at the beginning. Chiru has answered my questions over and over and has gone above and beyond to help me with all of my queries. As for the product, it's very easy to create and manage flows. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There is a moderate level of technical knowledge required to implement Whatfix. Chiru and the rest of the team are always available (really - around the clock) to help me, and they do a good job explaining. They are releasing some new features soon that will help with this and reduce the amount of code required. Additional UI controls and organization tools (mass updates, etc.) will be helpful. These things are already on their product roadmap. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

If you're thinking of implementing Whatfix, consider whether you have enough time to create all of the flows and logic. I've spent a lot of time on it, but this is also my first time doing something like this. Review collected by and hosted on G2.com.

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

We hope to increase feature adoption, but we just started our beta testing today. Review collected by and hosted on G2.com.

Response from Gokul Suresh of Whatfix

Thanks a lot, Amy.

We’ve accommodated your feedback in our Roadmap. To reduce the amount of code, we’ve improved our dashboard UI that will help you in customizing the flows as well as in multiple integrations. We’ll release more features on the same line in our upcoming releases.

Anthony C.
AC
Project Analyst
Banking
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Whatfix?

Easy to use with no training required. it has a strong support system that responses quickly in resolving queries issues. It has many features compared to other competitors that have been reviewed. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

It should be flexible in management functionalities so as to provide support for version control, test and deployment. it should also include a view list that display logins Review collected by and hosted on G2.com.

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

We provide software that helps hotels and resorts sell and manage their gift vouchers on their websites to clients and visitors. What Whatfix does is to provides a step by step support to these hotels and resorts on how to use the system in order to reduce complaints and improve customer service delivery and sales. Review collected by and hosted on G2.com.

Response from Gokul Suresh of Whatfix

Thanks for the review, Anthony.

We have noted your suggestion and have made it part of our future roadmap.