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Whatfix Reviews & Product Details - Page 36

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

The WhatFix product itself is exactly what we were looking for and easy to set up once we understood how to do so. The Service we received to help us understand how to implement it was the top. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The initial orientation could have been a little bit more smooth, but, eventually it was easy to understand once we received the orientation. Also, the online help function was a little difficult to follow for a non-developer. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Definitely utilize the fantastic and useful customer success support team. They're wonderful. Review collected by and hosted on G2.com.

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

Primarily introduction of our platform to new users. Teaching them how to utilize the core functions of our site. Review collected by and hosted on G2.com.

Shai O.
SO
Training Specialist
Internet
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Whatfix?

Easy to use and operate. building a flow is fast and easy.

The system capabilities are flexible and vast.

Whatfik team is very responsive and helpful - resolving every challenge quickly and efficiently. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Many of the capabilities can only be implemented using the 'integration' window - meaning writing a code. for none "tech" users (like me) it is not easy and requires frequent help from account manager

. Review collected by and hosted on G2.com.

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

Long on-boarding process.

Training on new capabilities/features of the product.

quick and easy way to introduce new capabilities to users. good for new users to understand the structure of the system. Review collected by and hosted on G2.com.

Eleanor P.
EP
Training Manager
Information Technology and Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Whatfix?

Whatfix have provided us with an excellent interactive on line help tool for our hotel clients. It is easy to use and set up. We have had lots of help directly from our Account Manager in setting up - who has always been on hand to guide us through the set up process. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

On researching a supplier it did not seem that you had all the features provided by competitors. When we researched, and signed up with you, we realise that your features are just as good. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

We looked at very expensive competitors to Whatfix, who at the time, we thought, had a more advanced system.

We are thrilled that we went with Whatfix - they are much more cost effective, the support has been just as good, if not better and their features are brilliant. There are added features that were not in the sales package - that we plan on implementing (eg task lists).

We have had a great experience implementing Whatfix on our 320 sites (which was rather complicated but received lots of help in set up to overcome implementation barriers) Review collected by and hosted on G2.com.

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

We provide 320 websites for luxury hotels, providing them with software to sell & manage their gift vouchers. Whatfix now provides each hotel user with an online help facility that provides a step by step guide of how to use the system. We are hoping this will improve Customer Service levels, improve sales and reduce calls to our Service Delivery team. Review collected by and hosted on G2.com.

Response from Gokul Suresh of Whatfix

Thanks a lot, Eleanor. Especially, for showing patience in understanding our product in-depth before deciding to go with it.

Travis G.
TG
Training and Implementation Manager
Computer Software
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

Unfair question, they provide a great product, great service, and do not leave you hanging on the tracking of use. From Prekhar(Prekhar Jain) answering all my questions and helping me signup to Vara(Vara Kumar Namburu) immediately answering my question(right after I signed up) to my good friend Chiru(Chirabrata Das) guiding me through the process, I can not ask for more support! Prekhar continued to help me after the sell was made, which is refreshing since I have seen sales people simply hand clients off to account managers and not engage after. Chiru was very patient with me and my development team. He assisted in every aspect and understood my goal, giving me hint's that were a great help in achieving this goal. So again, unfair question because it was all the best! Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I have nothing at this moment to dislike!................... Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

If you are looking for interactive training guides and multiple ways of digesting said training(video, PP, article); If you are looking to track the use of that training; If you are looking for good support; If you need the easiest solution for all the above, I honestly don't know why you have not signed up yet! Review collected by and hosted on G2.com.

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

We are still tweaking the flows and trying to find ways to engage the clients more with them so no "Realization" yet. What I do know is our clients have high turnover rates, both with associate and Managers. This means there is a constant need of training, not just with new clients but existing ones aswell. The training is pretty simple as we have a very comprehensive system, however, the demand is great and takes up alot of time. Our customer support is free, so we needed a way to minimize cost while still providing excellent service. Whatfix is definitely the answer to this. Review collected by and hosted on G2.com.

Response from Gokul Suresh of Whatfix

Thanks for your kind words, Travis.

We’ve always focussed on providing an efficient round the clock support, and customers like YOU, give us more than enough motivation to keep it going! :)

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

The lifeblood of our sales process are free trials of our product. We have seen that 50% of our free trialers use WhatFix. We have a lot of variables in place that effect our new sales but our sales have increased by 50% since we have implemented WhatFix! Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

It could be more user friendly. Once you get the hang of it though no problems. Review collected by and hosted on G2.com.

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

More people are using their free trial. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
II
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

The application has easy to use interface. No training is required to create a flow. Even other options are very intuitive. The Support system is strong and responds and resolves quickly. Our requests for enhancements have been prioritized and delivered at an unmatched speed. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I would recommend that a list view be created to view flows in a login. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

I have evaluated several other competitor products before finalizing Whatfix and I found that no other product provides these many features and no other product is as easy to use. Review collected by and hosted on G2.com.

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

I am technical writer. We have prepared flows for configurations required to be done by trial customers. Our trials have become more user-friendly and engaging. Review collected by and hosted on G2.com.

Verified User in Human Resources
EH
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Whatfix?

It saves my company's over all over head cost of customer support expenses and makes it a easy implementation of our company's HR & Talent Management ERP Software.

As we have domestic and global user base, we can very well manage making use of Whatfix solution which enables self help and makes it as a self interactive support framework.

It has edit option as well. Which my team is able to do changes when our company HR ERP screen layout changes.

Overall in a complex ERP market, top 3 pain point is user training and customer support. All that now happens via Whatfix.

For last 2 years we use this product and extremely happy to recommend B2B enterprise customers and software providers/re-sellerr. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Can include voice recording in future. Also can try exploring more intuitive approaches which will make a wonderful user experience for the clients of Whatfix. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

innovation, effectiveness of the solution, immediate ROI to the buyers Review collected by and hosted on G2.com.

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

#1 reduces our customer support over head expenses by >65%

#2 helps us to sell our complex HR & Talent Management Cloud software solutions considering the support challenges involved.

#3 makes our customer self service mindset instead of too much depend on us (software provider of global customers)

All these is now achieved by Whatfix for us in last 2 years. Review collected by and hosted on G2.com.

Mohit j.
MJ
Co-Founder
Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Whatfix?

- Very intutive interface

- Quick and easy to create guides

- Easily convert guides to PDFs and videos

- Quick and easy integration into the product. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

- I would like to see deep analytics of how my guides are being viewed

- Not Availabie on mobile platforms Review collected by and hosted on G2.com.

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

Cuztomise is Enterprise Mobility platform for Field services and sales companies. Its a complete DIY platform where users can modify workflows and data points and their interactions on the platform by setting some rules. This can become complex for some users for which they take help of our support staff. We implemented Whatfix inside cuztomise administration panel. We have seen 40% reduction in number of support calls over a period of 8 months of our implementation. Review collected by and hosted on G2.com.

Manzur Husain S.
MS
UI Engineer II
Internet
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Whatfix?

It helps us to reduce basic 'how to' queries for our website. It is also giving good user experience to new users with feature like 'tour', selfhelp etc Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

They has to improve UI to look more friendly for current modern web Review collected by and hosted on G2.com.

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

Out customer support queries reduced to 30%. Good relax to customer support team. Review collected by and hosted on G2.com.

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

Whatfix flows helped us by reducing our support queries upto 50%.

Very Intuitive and easy to create flows and guides.

Easy Integration. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

More in depth analysis about - if the flow is missed, what can be the causes. Review collected by and hosted on G2.com.

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

We have so many features in the dashboard. Earlier our users didn't know how to use some of them, or what each of them do.Using whatfix it is easy to onboard them for a new feature in dashboard. Review collected by and hosted on G2.com.