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Whatfix Reviews & Product Details - Page 4

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
3,085 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 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...
JM
Jason M.Mid-Market (51-1000 emp.)
3.5 out of 5
"Solid product and excellent service"
The implementations and support teams have been excellent. They have always been very responsive and patient when helping work through issues.
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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
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Video Reviews

358 Whatfix Reviews

4.6 out of 5
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358 Whatfix Reviews
4.6 out of 5
358 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.
WB
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Whatfix?

Most helpful is the amount of self help and training videos there is on the the What Fix website. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Sometimes the customer service can be slow to reach someone. Also it takes some time before the flows actully update from "Draft" stage to "ready" stage. Review collected by and hosted on G2.com.

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

It is solving the problem of having to train multiple people at a the same time. Using flows, pop ups and smart tips, users can understand how to use an application better and be guided through a system without feeling overwhelmed. Its also simple to use and allow for content creators to use their creativity wiithin an app that they know how to use. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

We appreciate your positive feedback about our self-help and training videos. We understand your concerns about customer service response times and flow updates. We are actively working to address these issues and improve the overall user experience!

Verified User in Insurance
AI
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Whatfix?

The variety of different content available to be created and the ability to custimize the content to suit end user needs Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The lack of stability and unreliability of content. I feel this is particular to desktop application experience. All of our content needs to be manually custimized and troubleshooted by WhatFix support before being able to work successfully. Review collected by and hosted on G2.com.

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

Common errors and issues that end users run into. Also useful in adding reminders as smart tips/beacons for correct business procedures. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Thank you for sharing your feedback. We understand the importance of stability and reliability, and we apologize for any inconvenience caused. Our team is working diligently to address these issues and improve the overall user experience.

Verified User in Human Resources
UH
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Whatfix?

The amount of support received from the team. There was a lot of training on how to use the platform plus, assistance when it came time to create content. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Can't think of anything that I dislike about Whatfix Review collected by and hosted on G2.com.

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

Making it easy for users to navigate our HR platform Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

We're happy to hear that you found our team to be supportive and that the training and assistance were beneficial for you. Thank you for taking the time to share your experience!

Praveen R.
PR
Head of Product Marketing
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Whatfix?

The Whatfix Studio UI is easy to use and provides a very rich feature set to drive product adoption—we're able to customize onboarding flows and add specific tooltips per tenant (account) and per user. Especially, the ability to identify specific elements in the product (we use AG grid which makes it tricky) is critical for us and Whatfix was the only tool among the ones evaluated that delivered that.

Their implementation is hands-on and well managed. Also, the continuous checkins and support from their team is great! Recently integrated GitBook (our knowledge base) based on their suggestion and this has made the user experience more contextual based on the action they're taking. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

One area for improvement would be the learning curve with the functionalities related to identifying elements via CSS. Their support team was very quick in helping us here, and we do this by ourselves now, but the UX flow for this could be made easier. Review collected by and hosted on G2.com.

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

We've been using the product for 2 years now and Whatfix is critical to onboarding our users and giving them a top experience. We're able to identify problem areas our users face, give suggestions to our engineers and also specific actions based on the analytics. Our engagement rates have really improved since Whatfix! Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Thank you for your positive feedback! We're thrilled to hear that you are enjoying the Whatfix Studio UI and finding it easy to use. Our goal is to provide a rich feature set that allows for high customizability, so we're glad to hear that you are able to customize onboarding flows and add specific tooltips per tenant and user.

We understand that the learning curve for identifying elements via CSS can be a challenge, and we appreciate your feedback. We are constantly working to improve the user experience, and we will take your suggestion into consideration to make this process easier in the future.

We're glad to hear that Whatfix has been critical to onboarding your users and improving engagement rates. It's great to know that our tool is benefiting you by identifying problem areas, providing suggestions to your engineers, and offering specific actions based on analytics.

Thank you for choosing Whatfix, and please don't hesitate to reach out if you need any further assistance or have any more feedback.

Donya D.
DD
Director Of Technology Education
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Whatfix?

In my time working with WhatFix, I've grown passionate about digital adoption and what we can hope to gain for our users increased satisfaction and efficiencies.

But my favorite is working with great people. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There was some confusion on who was supporting our account and they made things a little awkward. But Deepak helped clear it up. Review collected by and hosted on G2.com.

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

Increased understanding of workflows and processes within the system. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

We appreciate your feedback and are pleased to hear about your positive experience with our team and your passion for digital adoption. We apologize for any confusion with your account support, but we're glad that Deepak was able to help resolve the issue for you!

Du N.
DN
Senior Manager
Computer Software
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Whatfix?

What stands out most is the product's ability to navigate the intricacies of our enterprise applications. Unlike other solutions, Whatfix DAP excels in providing effective guidance in the context of our complex workflows. This adaptability has significantly contributed to a smoother onboarding process for our teams.

The collaborative and proactive approach of Whatfix's support teams has been a highlight. Their responsiveness and commitment to treating our project as if it were their own have fostered a sense of partnership. The collaborative problem-solving sessions and dedication to finding optimal solutions have established a strong foundation for our ongoing collaboration. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The primary challenge revolves around technical issues, but it's acknowledged as a common aspect of software products. Despite encountering technical hiccups, the emphasis on listening to customer feedback and promptly resolving issues reflects a customer-centric approach. The belief that day by day, the product is evolving and becoming more refined. Review collected by and hosted on G2.com.

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

With the expectation Whatfix DAP can help us to reduce training and support efforts, increase the productivity of our employees by putting a more efficient UX-layer to the top of our complex web applications Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Thank you for your positive feedback and for highlighting the strengths of Whatfix. We are glad to hear that our product's ability to navigate the intricacies of your enterprise applications has been helpful in your onboarding process. We take pride in our support team's collaborative and proactive approach, and we are thrilled that their responsiveness and commitment have fostered a sense of partnership.

We understand that technical issues can be a challenge, but we appreciate your understanding that it is a common aspect of software products. We are constantly working on improving our product based on customer feedback, and we are confident that day by day, it is evolving and becoming more refined.

We are happy to hear that Whatfix is helping you reduce training and support efforts, and increase the productivity of your employees. If you have any specific technical issues or concerns, please let us know, and we will be more than happy to assist you further.

Hope G.
HG
Learning Leader - Personal Lines - Sentry University
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Whatfix?

It is a great tool for new associates to your company. It can improve their time to proficiency as well as assure your customer experience will be strong regardless of time with the company. Existing associates also find it helpful when getting to random calls that you only get a few times per year. Having WhatFix self help allows the associate to quickly find the information they need in their moment of need. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I would like to see whatfix be able to integrate with Seismic technology to allow searching with the outside tool to avoid duplication of help guides that have already been built. Seismic also needs to be open to this interaction with WhatFix. Review collected by and hosted on G2.com.

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

WhatFix teams meet with us regularly to see how we are using the application and make suggestions on opportunities within the platform that we could consider using in the future. The team is quick to respond to any open issues to find resolution. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix
(Original )

Hi Hope, Thank you for sharing your positive experience with Whatfix. We're pleased to hear that it has been beneficial for both new and existing associates, and that the team has been responsive to your needs. We'll take note of your suggestion for potential future enhancements.

CF
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Whatfix?

Customer support has always been prompt, plus the product is easy to navigate for the customers completing the flows. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Sometimes editing a flow can be challenging, as well as some of the language on the back end of the product and support material is written more for a coding specialist. Review collected by and hosted on G2.com.

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

Whatfix helps us provide onboarding flows on the homepage of our SAS, so new members can start training themselves and start with implementation as soon as they sign in for the first time. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Thank you for sharing your positive experience with our product and customer support. We understand the challenges you've faced with editing flows and the language used in the support material, and we will work on addressing these issues to enhance your experience.

Magali B.
MB
Responsable Formation / Customer Onboarding Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Whatfix?

The team IS Always helpful and quickly available Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Some settings are not that easy to set UP (visibility rules, conflict between contents ...) Review collected by and hosted on G2.com.

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

Whatfix allows to create and easely updates tutorials diretly on our customed platform. Hence, the user has Access to a full library of content whithout having to log in a LMS Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

We appreciate your kind words about our team's responsiveness. We recognize the challenges you've faced with certain settings and conflicts. Your feedback will be used to drive improvements in our platform's functionality and user experience.

PM
Business Applications Training Leader
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Whatfix?

I love the Whatfix product as it helps connect important information to users in a timely fashion. However, the collabortion with the Whatfix team has been equally valuable. Their expertise and strong emotional intelligence allow us to outline options to craft the most effective solutions for our users. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Nothing I dislike, however, I find the most productive meetings with Whatfix occur when there are fewer Whatfix team members. Review collected by and hosted on G2.com.

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

Whatfix allows users to get the most current and applicable information, which is important as our platform is very dynamic. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Thank you for sharing your experience! We are committed to providing effective solutions and are glad to hear that Whatfix has been valuable for your dynamic platform.