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Whatfix Reviews & Product Details - Page 5

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
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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.
Alejandra C.
AC
Mid-Market(51-1000 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?

I love how the product keeps improving, since we started using whatfix the product has changed a lot in agood way, it is easy to create great impact on customers daily activities, and help them be self-reliant. Also the support of whatfix is great, most requests get resolved quickly. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I see improvements on their repository crawling, we recently switch from an out of the box solution to a custom repository and it has taken a lot of time, but I must say the out of the box repositories are in general great, but the content crawling takes really long as well Review collected by and hosted on G2.com.

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

Reduce support tickets

Onboard customers

Make support content more accessible Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Thank you for your positive feedback! We are committed to providing a seamless experience for our customers and will continue to enhance our product to meet your needs.

Best, Your Whatfix Team

Amy G.
AG
Training Manager
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Whatfix?

Whatfix is so versatile as a platform. From training and onboarding, to communications and analytics, it's helped bring our business into the digital age.

It's easy to use - I could make flows and widgets from day 1 of using it. It's very intuitive and the whatfix team have been incredible with their support and expertise! Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There have been a few teething problems, such as certain elements not latching properly. The Whatfix team have provided workarounds and are very quick at finding solutions.

The other issue we've had is around a mobile app - we're unable to design as the app has a different configuration to the desktop version Review collected by and hosted on G2.com.

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

We have implemented a brand new system. Our employees aren't used to using anything advanced with a lot of functionality, so adoption so far has been slow. There are fields that they must complete but aren't mandatory, and prospective customers that they need to contact but don't.

Whatfix helps us by provided self-help - step by step flows, videos, and troubleshooting, all over-laid onto the live system, so users can complete tasks and learn all at once, reducing training time significantly.

Where we have single-person dependencies, if that person is absent, anyone can step in and pick up their tasks using whatfix.

Using Smart Tips, we can ensure that fields are completed in the correct way, meaning our data is clean and complete.

We can nudge sales reps based on their action and/or inaction on the system; meaning we can remind them via a pop-up to contact prospective customers. Review collected by and hosted on G2.com.

Response from Krutika Mathihalli of Whatfix

Hi Amy, thank you for taking the time to share your experience with Whatfix. We are delighted to hear that Whatfix has played a pivotal role in revolutionizing the way your team communicates and operates.

Regarding the issue with elements not latching properly, we are actively investigating this matter with our team to identify the root cause and implement a permanent solution. In the meantime, we're glad to hear that our team has provided workarounds to mitigate the impact, and we're committed to resolving this issue promptly. Our team is collaborating to address this and ensure a seamless experience across platforms. Our overarching goal is to enhance the product's self-servicability, minimizing the need for external support. To this end, we're actively working on making the product more reliable and providing additional configuration options directly within the product.

We understand the challenges you've encountered with the mobile app configuration differing from the desktop version. We sincerely appreciate your partnership and are dedicated to continually improving Whatfix to meet and exceed your expectations. Thank you once again for your valuable feedback.

Verified User in Computer Software
AC
Mid-Market(51-1000 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 Studio and how detailed it is. The UI of what fix is grat as well and very easy to use. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

It has bugs. The ability to creat content is easy enough but when you hit roadblocks where functions of the WhatFix software are not appearing on WhatFix or it's ability to integrate with SaleForce and other softwares like Zoom. It seems like it needs some TLC on the back end to avoid these issues. Review collected by and hosted on G2.com.

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

It is reducing the amount of tickets and requests we get for Salesforce problems. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Thank you for sharing your experience with us. We are glad to hear that you find the Studio and UI of Whatfix easy to use. We understand the importance of seamless integration with other software and are actively working on improving this aspect to provide a more reliable experience for our users.

NB
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?

Whatfix has helped me serve my customers better. It allows our company to navigate the customers thoughtout our website, while leads to better customer experience. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

They cannt integrate with backend data bases of our company.

Once a journey is created, and the journey is re-located on the page the navigations needs to be changed as the journey is created based on the element on the page. Review collected by and hosted on G2.com.

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

When a customer lands on our website and don't know where to go or out to navigate through the journey, Whafic helps us guide the customer step by step. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

It's great to hear that Whatfix is solving the problem of guiding customers through your website and improving their navigation experience. We're committed to continuously enhancing our platform to better meet your needs.

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

Whatfix plugs the gaps in the process workflow, making the user experience more intuative, simplifying and saving time Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

As a consumer of whatfix you must allow adequate resource and time to implement the design and service, due to the wide expanse of features it can seem to be overly complicated until you become an experienced user Review collected by and hosted on G2.com.

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

adding a layer to the sirion platform for ease of use Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

It's great to hear that Whatfix is adding value to your Sirion platform by enhancing ease of use!

Eliseo D.
ED
Team Manager CRM & E-Services
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Whatfix?

Very simple to use, straightforward and efficient Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Onboarding on the usage take time but the ROI after using it is huge Review collected by and hosted on G2.com.

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

Explain the "how to" to the customers Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Thank you for your feedback. We understand that onboarding may take some time, but we're happy to hear that the ROI after using Whatfix is significant for you.

JH
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?

The Whatfix team does a great job troubleshooting issues, coming up with resolutions and explaining the resolution so you can avoid the mistake in the future or fix it on your own if you observe it again. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Managing all of your content can be burdensome. Review collected by and hosted on G2.com.

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

Whatfix is helping us with onboarding/training and customer self-service. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

We're thrilled to hear that you find our tool helpful and our customer support great! We appreciate your feedback and will continue to provide excellent service.

Verified User in Transportation/Trucking/Railroad
AT
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?

Being able to make users more effective with content and widgets within an application Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Hard to test content before pushing to production. Can be glitchy on the admin side of things. Review collected by and hosted on G2.com.

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

Overlay on Salesforce that helps users be more effective. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

We're glad to hear that Whatfix is making things easier for you! We appreciate your feedback about the testing and glitch issues on the admin side, and we'll definitely work on improving those areas. Thank you for sharing how Whatfix is helping you be more effective with Salesforce!

Verified User in Computer Software
AC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about Whatfix?

The best thing about whatfix is the support and community. Whatever is my concern, I've got them all sorted by the support team and got awesome ideas from the community. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There haven't been a situation where I was like I wish Whatfix had this feature. The success managers follows up on events that myself have forgotten and provides amicable insights. Review collected by and hosted on G2.com.

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

Change management and communication is one of the core niches that we use Whatfix for. Furthermore the user action analytics helps us to identify the usability of existing features as well as the adaptability of new features. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Thank you for your excellent feedback! We're thrilled you find our support team and community valuable. We're glad you haven't felt the need for additional features and that our success managers have been proactive in assisting you. We're committed to providing an exceptional user experience. If you have any further suggestions, please feel free to reach out. Thank you for choosing Whatfix!

TW
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Whatfix?

The Account Manager and DAA consultative support enhances our ability to explore and implement new ways of engaging with clients through the interactive content we create. The team is continuing to improve the product. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

One challenge is assigned resource turnover which requires retraining, which disrupts our ability to improves routines and increase productivity. New team member onboarding requires time for the new hire to acclimate, activated on systems and knowledge transfer causing workflow interruptions. Review collected by and hosted on G2.com.

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

Whatfix helps us bring awareness to new features and capabilities. Whatfix content allows us to create self-service assistance for our clients who prefer not to call for help. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Thank you for sharing your positive experience with Whatfix! We're thrilled to hear that you appreciate the support from your Account Manager and the consultative approach. We understand the challenges you've faced with resource turnover and onboarding new team members. We are continuously working to improve our processes to minimize disruptions and ensure a seamless transition for your team. Your feedback is invaluable in helping us enhance our product and services. If you have any specific concerns or need further assistance, please feel free to reach out to us. We're here to support you every step of the way.