# Whatfix Reviews **Vendor:** Whatfix **Category:** [Digital Adoption Platforms](https://www.g2.com/categories/digital-adoption-platform) **Average Rating:** 4.6/5.0 **Total Reviews:** 529 ## About Whatfix Whatfix is the AI-native Digital Adoption Platform built for the modern enterprise. It’s the only platform to unify pre-production simulation training, in-workflow guidance and support, and adoption analytics for continuous optimization, driving business outcomes from enterprise software. ## Whatfix Pros & Cons **What users like:** - Users highlight the **ease of use** of Whatfix, making content creation quick and straightforward without coding. (75 reviews) - Users commend the **attentive and timely customer support** from Whatfix, enhancing their overall experience and satisfaction. (58 reviews) - Users value the **ease of configuration and responsive customer support** from Whatfix, enhancing their overall experience. (50 reviews) - Users appreciate **Whatfix's intuitive no-code authoring** , allowing teams to create guides flexibly and efficiently. (48 reviews) - Users appreciate Howfix for its **easy configuration and excellent support** , enhancing productivity and simplifying training processes. (48 reviews) - Users find the **training support** from Whatfix exceptional, enhancing the onboarding experience for new platform users. (40 reviews) - Intuitive (29 reviews) - Simple (28 reviews) - Guidance (24 reviews) - Value (24 reviews) **What users dislike:** - Users find the **learning curve steep** due to complex initial setup and varying configuration demands across applications. (26 reviews) - Users find the **setup and maintenance process time-consuming** , particularly when dealing with large content libraries and frequent updates. (18 reviews) - Users face **limitations in flexibility and efficiency** with Whatfix, impacting functionality and usability in various scenarios. (17 reviews) - Users find the **complexity** of Whatfix daunting, particularly during initial setup and navigation of the dashboard. (16 reviews) - Users experience a **lack of guidance** for advanced workflows in Whatfix, making complex processes difficult to navigate. (15 reviews) - Users often face a **steep learning curve** with Whatfix, requiring significant time and technical support for initial setup. (15 reviews) - Implementation Difficulties (13 reviews) - Limited Customization (13 reviews) - Users find the **flow management frustrating** due to its non-intuitive nature and frequent technical challenges. (12 reviews) - Confusing Usability (11 reviews) ## Whatfix Reviews ### 1. Boosts Efficiency for User Training **Rating:** 5.0/5.0 stars **Reviewed by:** Cathy C. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Whatfix?** I truly appreciate the variety of learning options in Whatfix. It empowers users to find information quickly, Users can explore at their own pace with the self-service options, or get clear, step-by-step guidance through the 'How To' features. It makes learning on Bullhorn accessible and engaging for everyone. This reduces reliance on formal training sessions and saves valuable time for both learners and trainers. **What do you dislike about Whatfix?** I can't think of any major drawbacks to Whatfix. There was a bit of a learning curve at first, but once you get the hang of it, creating content becomes quick and easy. **What problems is Whatfix solving and how is that benefiting you?** This is our first time using a digital adoption platform, and Whatfix has been a game-changer for creating training content! We previously struggled to keep our team engaged and informed about process updates. Now, with Whatfix, we can easily link materials from our existing repository and leverage the incredibly helpful pop-ups and Smart Tips to deliver targeted information directly within the workflow. **Official Response from Gayatri Karthy:** > We're delighted to hear that Whatfix has been a game-changer for creating training content and has helped in keeping your team engaged and informed about process updates. It's great to know that you can easily link materials from your existing repository and deliver targeted information directly within the workflow. ### 2. Great tool for guiding users through your Saas platform - exceptional ongoing support **Rating:** 4.5/5.0 stars **Reviewed by:** Jack N. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2024 **What do you like best about Whatfix?** The thing that I like most about Whatfix is their proactive and ongoing customer support. We use Whatfix's DAP software to highlight flows within our SaaS patform. There is a great deal of functionality, so having the ongoing support to continue rolling out more and more sophisticated messaging is very helpful. **What do you dislike about Whatfix?** The only downside of Whatfix is the content creation platform, which can be overwhelming until it is mastered - but again, the support team are comprehensive in their assistance with this. **What problems is Whatfix solving and how is that benefiting you?** Whatfix allows us to create and manage messaging direct to users on our platform, without having to `go through our development team. This enables the business team to manage our messaging more dynamically, resulting in quicker and more effective communication with our clients, whilst also reducing demand on our dev team. **Official Response from Gayatri Karthy:** > Thank you for sharing your positive experience with Whatfix! We are thrilled to hear that you find our ongoing customer support exceptional. We understand that mastering the content creation platform can be overwhelming, but we are here to provide comprehensive assistance every step of the way. It's great to hear that Whatfix is helping you efficiently manage messaging to users on your platform, empowering your business team to communicate dynamically without relying on the development team. If you have any further questions or need assistance with anything, please don't hesitate to reach out. We are here to support you in maximizing the benefits of Whatfix for your SaaS platform. ### 3. Using WhatFix for our clients across multiple products **Rating:** 5.0/5.0 stars **Reviewed by:** Shelley S. | Senior Director of Learning Strategy, Enterprise (> 1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about Whatfix?** I love that we can deliver micro content to our clients in the workflow to help them better utilize our products. The beacon feature is excellent for notifying them when we have added enhancements so they optimize their experience. Integration and implementtion is easy, and the reporting features are useful in showing us how much our clients are using the tool (frequently). I greatly appreciate that the relationship we have with the WhatFix team is very collaborative. They have helped us create a success plan and are always open to our feedback about what we'd like to see on the roadmap. **What do you dislike about Whatfix?** I haven't found anything to dislike about the tool or the relationship. **What problems is Whatfix solving and how is that benefiting you?** WhatFix is reducing the number of "how-to" support tickets logged by clients and increasing utilization of our product features. This helps with customer retention. **Official Response from Gayatri Karthy:** > We're delighted to hear that WhatFix has been instrumental in reducing support tickets and increasing product feature utilization for your clients, ultimately contributing to customer retention. We appreciate your positive feedback about the ease of integration, implementation, and the collaborative relationship with our team! ### 4. Excellent customer support and superb product **Rating:** 5.0/5.0 stars **Reviewed by:** Christina P. | Senior Director, Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Whatfix?** When we first learned about Whatfix, we thought it was too good to be true. I can tell you, that Whatfix has far exceeded our expectations and has been a valuable tool for our user base. Our dedicated CSM keeps tabs on our metrics, ROI, assists with new feature implementation, and has created custom solutions for our needs. We recently deployed point-of-need content to 1,500 users for a new paperless automated electronic workflow process. Whatfix was integral to the success of our project. **What do you dislike about Whatfix?** This isn't a downside for Whatfix, it's a limitation for the application we are using it with. Due to a technical complication with the applicaiton we are applying Whatfix to, users must download a Chrome browser plugin to see the Whatfix material. **What problems is Whatfix solving and how is that benefiting you?** Whatfix allows just in time job aid and training on our CRM which is accessed by about 1,700 users. **Official Response from Gayatri Karthy:** > Hi Christina, we are thrilled to hear that you are enjoying the excellent customer support and finding our product awesome. Our team is dedicated to exceeding expectations and providing value for our users. We appreciate your feedback and are glad to be integral to the success of your projects! ### 5. Intuitive tool for digital adoption **Rating:** 5.0/5.0 stars **Reviewed by:** Jan Michael J. | Senior Technical Writer 2, Enterprise (> 1000 emp.) **Reviewed Date:** September 17, 2024 **What do you like best about Whatfix?** They have great support. Haven't had an issue they weren't able to fix **What do you dislike about Whatfix?** Nothing to dislike per se, perhaps how the technology works when there's a slow internet connection. **What problems is Whatfix solving and how is that benefiting you?** For onboarding, automation of certain processes to ensure compliance, Important in-app/in-platform announcements. **Official Response from Gayatri Karthy:** > Thank you for your feedback! We're happy to hear that our support team has been able to address any issues you've encountered. We understand the importance of seamless technology performance, especially in low connectivity situations. ### 6. Best way for our clients to learn aspects of the software **Rating:** 4.5/5.0 stars **Reviewed by:** Jen M. | Audit Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2024 **What do you like best about Whatfix?** Our clients love being walked through a process step by step. Saves our employees time by not having to show them every little thing in the system. Also love the repository integration - we are a Microsoft 365 user, so being able to keep files in OneDrive and have those easily sync to the self help is a game changer for us. **What do you dislike about Whatfix?** Recently I've had a few issues with certain files not syncing properly from the repository integration, but the support team has been able to help every time. **What problems is Whatfix solving and how is that benefiting you?** Eases the burden on our customer support team - it allows us to provide training without having to do anything. **Official Response from Gayatri Karthy:** > We're pleased to hear that Whatfix is easing the burden on your customer support team and providing valuable training resources for your clients. We appreciate your feedback about the repository integration and are actively working to ensure a seamless syncing experience for all your files. ### 7. WhatFix reduces service tickets **Rating:** 4.5/5.0 stars **Reviewed by:** James K. | Application Training & Support Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about Whatfix?** WhatFix really comes in handy when changes come to our ATS. I can post pop-ups or specifically placed Smart Tips which explain changes and updates. These easy-to-position pieces of information reduce work blockages in the field and reduce our ticket volume when workflows change. **What do you dislike about Whatfix?** The system can sometimes be cumbersome to implement. There is a LOT under the hood at WhatFix. **What problems is Whatfix solving and how is that benefiting you?** WhatFix allows me to provide information and answer questions in advance about changes to our ATS in real time, reducing our help desk ticket load. **Official Response from Gayatri Karthy:** > Thank you for sharing how Whatfix has benefited you by reducing work blockages and help desk ticket load. We're committed to providing solutions that make your job easier! ### 8. Whatfix - Integration story **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2024 **What do you like best about Whatfix?** It is very easy and user friendly to get an initial set of content up and running. It is easy to customise and configure to our use case and the ability to use a combination of guided workflows and videos is important. The fact we can tailor the content to different regions has also been very helpful. We had a couple of issues with deploying the guides across our multiple domains but the support team were very helpful and swift in getting those resolved. **What do you dislike about Whatfix?** There is a quirk in the Task list that if new content is added but a user has completed the previous items o nthe list then it will not show for that user. This was unexpected and was hard to figure out why it was not showing for some users but was for others. **What problems is Whatfix solving and how is that benefiting you?** Whatfix is serving as our user and training guides, allowing us to onboard more customers with greater spped than we could previously. **Official Response from Gayatri Karthy:** > Thank you for sharing your positive experience with Whatfix! We are thrilled to hear that you find our platform easy to use and customize for your specific needs. We appreciate your feedback regarding the quirk in the Task list and apologize for any inconvenience it may have caused. Our team is constantly working on improving our platform, and we will address this issue to ensure a smoother user experience for all. If you have any further questions or need assistance, please feel free to reach out to our support team. We are here to help! Thank you for choosing Whatfix to enhance your user onboarding process. ### 9. WhatFix Review **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2024 **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 **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. **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. **Official Response from Gayatri Karthy:** > 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. ### 10. Very supportive team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** June 03, 2024 **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. **What do you dislike about Whatfix?** Can't think of anything that I dislike about Whatfix **What problems is Whatfix solving and how is that benefiting you?** Making it easy for users to navigate our HR platform **Official Response from Gayatri Karthy:** > 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! ### 11. Nice UX, high customizability and an excellent customer success team **Rating:** 5.0/5.0 stars **Reviewed by:** Praveen R. | Head of Product Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** December 21, 2023 **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. **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. **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! **Official Response from Gayatri Karthy:** > 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. ### 12. Excellent Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Donya D. | Director Of Technology Education, Enterprise (> 1000 emp.) **Reviewed Date:** June 12, 2024 **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. **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. **What problems is Whatfix solving and how is that benefiting you?** Increased understanding of workflows and processes within the system. **Official Response from Gayatri Karthy:** > 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! ### 13. Great product and support team **Rating:** 4.5/5.0 stars **Reviewed by:** Du N. | Senior Manager, Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** December 14, 2023 **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. **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. **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 **Official Response from Gayatri Karthy:** > 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. ### 14. Whatfix - Satisfy your associates moment of need **Rating:** 4.5/5.0 stars **Reviewed by:** Hope G. | Learning Leader - Personal Lines - Sentry University, Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2024 **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. **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. **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. **Official Response from Gayatri Karthy:** > 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. ### 15. Great for onboarding new customers **Rating:** 3.5/5.0 stars **Reviewed by:** Celeste F. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2024 **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. **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. **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. **Official Response from Gayatri Karthy:** > 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. ### 16. Best way to save production time and increase user experience **Rating:** 4.5/5.0 stars **Reviewed by:** Magali B. | Responsable Formation / Customer Onboarding Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2024 **What do you like best about Whatfix?** The team IS Always helpful and quickly available **What do you dislike about Whatfix?** Some settings are not that easy to set UP (visibility rules, conflict between contents ...) **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 **Official Response from Gayatri Karthy:** > 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. ### 17. Great Product & Partnership **Rating:** 4.5/5.0 stars **Reviewed by:** Paula Andrea M. | Business Applications Training Leader, Enterprise (> 1000 emp.) **Reviewed Date:** June 10, 2024 **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. **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. **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. **Official Response from Gayatri Karthy:** > 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. ### 18. Great way of guiding cutomers and reduce support tickets **Rating:** 5.0/5.0 stars **Reviewed by:** Alejandra C. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 08, 2024 **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. **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 **What problems is Whatfix solving and how is that benefiting you?** Reduce support tickets Onboard customers Make support content more accessible **Official Response from Gayatri Karthy:** > 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 ### 19. Whatfix has revolutionised the way we communicate **Rating:** 4.5/5.0 stars **Reviewed by:** Amy G. | Training Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 10, 2023 **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! **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 **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. **Official Response from Krutika Mathihalli:** > 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. ### 20. Bugs and integration issues. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2024 **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. **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. **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. **Official Response from Gayatri Karthy:** > 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. ### 21. User Friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Nehachandra B. | Enterprise (> 1000 emp.) **Reviewed Date:** February 26, 2024 **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. **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. **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. **Official Response from Gayatri Karthy:** > 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. ### 22. Whatfix rollout and support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 18, 2024 **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 **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 **What problems is Whatfix solving and how is that benefiting you?** adding a layer to the sirion platform for ease of use **Official Response from Gayatri Karthy:** > It's great to hear that Whatfix is adding value to your Sirion platform by enhancing ease of use! ### 23. A very smooth tool to onboard our customers **Rating:** 4.0/5.0 stars **Reviewed by:** Eliseo D. | Team Manager CRM & E-Services, Enterprise (> 1000 emp.) **Reviewed Date:** May 30, 2024 **What do you like best about Whatfix?** Very simple to use, straightforward and efficient **What do you dislike about Whatfix?** Onboarding on the usage take time but the ROI after using it is huge **What problems is Whatfix solving and how is that benefiting you?** Explain the "how to" to the customers **Official Response from Gayatri Karthy:** > 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. ### 24. A very good tool with great customer support **Rating:** 4.5/5.0 stars **Reviewed by:** Jeremy H. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **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. **What do you dislike about Whatfix?** Managing all of your content can be burdensome. **What problems is Whatfix solving and how is that benefiting you?** Whatfix is helping us with onboarding/training and customer self-service. **Official Response from Gayatri Karthy:** > 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. ### 25. Great application that makes things easier **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2024 **What do you like best about Whatfix?** Being able to make users more effective with content and widgets within an application **What do you dislike about Whatfix?** Hard to test content before pushing to production. Can be glitchy on the admin side of things. **What problems is Whatfix solving and how is that benefiting you?** Overlay on Salesforce that helps users be more effective. **Official Response from Gayatri Karthy:** > 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! ### 26. One for all **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2023 **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. **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. **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. **Official Response from Gayatri Karthy:** > 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! ### 27. Whatfix is a great support tool **Rating:** 4.0/5.0 stars **Reviewed by:** Tyra W. | Enterprise (> 1000 emp.) **Reviewed Date:** March 25, 2024 **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. **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. **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. **Official Response from Gayatri Karthy:** > 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. ### 28. Amazing service and support **Rating:** 5.0/5.0 stars **Reviewed by:** Hayley T. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2019 **What do you like best about Whatfix?** The staff are super friendly and helpful, work with you to ensure you get the most out of Whatfix. They work really hard and fast to implement feedback too, so Whatfix is further tailored to your needs. Whatfix has been an immeasurable help to reducing client support queries and giving them more confidence with using our features by Whatfix allowing multiple mediums - I'm loving that images can be inserted into smart tips, which makes help for complex processes easier at hand. Their analytics are also great with managing this and identifying gaps in what we provide to our clients. **What do you dislike about Whatfix?** Visibility vs Display rules can get a bit technical, but Whatfix are constantly simplifying this, and the support team are always on hand with immediate assistance. **Recommendations to others considering Whatfix:** It's a really useful program and the staff are fantastic if you need help. They also work hard at implementing feedback based on your needs. **What problems is Whatfix solving and how is that benefiting you?** We are gradually building a library of tutorial videos, which we hope will give our clients more self-help options and save them and us the time to work through it together. The smart tips we have are already reducing client contacts regarding simple queries, which is great! Now that we can put images into these smart tips, they're even more useful. **Official Response from Gayatri Karthy:** > Hayley, thank you for taking time out of your busy schedule to leave us a review. Ensuring our customers feel valued and receive best-in-class service/support is an integral part of Whatfix's foundation; receiving customer affirmation that we're hitting our mark is much appreciated. Hayley, equally important to us is helping to support your customers' success. We are happy to hear Whatfix has reduced your client support queries, simplified complex processes, and bolstered client confidence. Thanks again for your review. We appreciate your partnership and look forward to continuing to support your evolving needs. ### 29. Dramatically enhances the usability of our application **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Enterprise (> 1000 emp.) **Reviewed Date:** June 11, 2024 **What do you like best about Whatfix?** Intuitive, easy to learn and start configuring your own content without extensive training. Wide variety of content options **What do you dislike about Whatfix?** Translations need to be automated. Need to be able to tag words in translations that should remain displayed in the original language. **What problems is Whatfix solving and how is that benefiting you?** It helps us deliver self-service training and knowledge about our application, as we don't have the resource to do in-person/one-to-one training **Official Response from Gayatri Karthy:** > We're glad to hear that you find Whatfix intuitive and easy to use for configuring your own content. We appreciate your feedback about translations and tagging words, and we'll definitely consider it for future improvements. Thank you for sharing how Whatfix is helping you deliver self-service training and knowledge about your application! ### 30. Excellent Service, Scalability and few Issues **Rating:** 4.5/5.0 stars **Reviewed by:** Kimberly P. | Marketing Cloud, Implementation Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** November 20, 2023 **What do you like best about Whatfix?** WhatFix is rather intuitive to the content creator. Although we had some difficulties with the browser extension, content creation is easy and issues are often solved with the CSS Selector. The WhatFix support team is absolutely stellar, can't say enough good things. **What do you dislike about Whatfix?** Items to improve would be the ability to identify CSS selector options for using WhatFix within Salesforce. Dashboards should include more information pertinent to the business it is supporting not just the WhatFix functionality. **What problems is Whatfix solving and how is that benefiting you?** We are scaling up our digital adoption practices for new users of Salesforce with unique coding. WhatFix has allowed us to support users within the system, providing guidance that used to take 1:1 support with professionals. **Official Response from Gayatri Karthy:** > We're thrilled to hear that WhatFix has been instrumental in scaling up your digital adoption practices for new Salesforce users. We will continue to work on enhancing our platform to better support your unique coding needs. ### 31. Excellent Customer Service and Attention to Feedback **Rating:** 5.0/5.0 stars **Reviewed by:** Wylin X. | Senior Product Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** March 06, 2023 **What do you like best about Whatfix?** Customer Service and Support. Our Customer Success Manager is awesome. She's always on top of any support tickets we have submitted and is there for us on our schedule. Whatfix is constantly listening to customer feedback. Within a two months of onboarding, the Whatfix team had already implemented a number of small but meaningful QOL changes we suggested. Their support staff responds to any questions or issues we have within 24-hours and consistently provides timely updates of the progress of their work. **What do you dislike about Whatfix?** Not really a knock on Whatfix, but the platform and our system do not play well. Even so, they have been exceptionally accommodating our system's "quirks." **What problems is Whatfix solving and how is that benefiting you?** Our user base loves the ability to search for and open BPDs directly from our system. Before they would have to navigate to a SharePoint site then find the link to the document they wanted to open. Now, they have the ability to open the most up-to-date work instructions and guides without leaving the system. **Official Response from Ashish Ninan:** > Hello Wylin, Thank you so much for the 5-star rating! We always aspire to not just provide a great product but also an excellent service and so it feels superb to hear from you that we are delivering on them. At the same time, we are sorry that you faced some trouble while integrating our platform on your system. We will consistently with with you look to improve your overall experience. Regards, Ashish ### 32. WhatFix Review **Rating:** 4.0/5.0 stars **Reviewed by:** Lisa C. | Client Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2024 **What do you like best about Whatfix?** I like the variety of options to present information with. Realtively easy to use and a lot of good information available in training vidoes and WhatFix university. **What do you dislike about Whatfix?** Some features are inconsistent and can be time consuming to make small changes. **What problems is Whatfix solving and how is that benefiting you?** Customer questions and difficulty locating the information they need. **Official Response from Gayatri Karthy:** > Hi Lisa, We appreciate your feedback. It's great to hear that Whatfix is helping with customer questions and information accessibility. We're committed to addressing any inconsistencies and making the platform more efficient for you! ### 33. Easy to use and excellent Support team **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley W. | Software Interaction Designer Senior, Enterprise (> 1000 emp.) **Reviewed Date:** June 02, 2022 **What do you like best about Whatfix?** Whatfix is a very powerful tool for onboarding our customers. We love how easy it is to use and implement the various widgets. Anyone on our team can help in the content creation process too! Changing the styling to match our design system was simple and fast. I love that content creation is always within the context of the actual product as well. The support we receive from the WhatFix team is above and beyond anything we ever expected. I truly appreciate the lengths they go to to make sure we're getting the most out of their product. **What do you dislike about Whatfix?** There are a few UI bugs I have come across that make it a little challenging to create some types of content, but they are minor. Other than that, I do not have any specific dislikes for the WhatFix product. **Recommendations to others considering Whatfix:** Take advantage of the amazing customer support they offer. **What problems is Whatfix solving and how is that benefiting you?** Whatfix provides our team with a initiutive way to create onboarding material which has been incredibly helpful for our customer support team. It also allows us to create content outside of our releases which gives us flexability we normally don't have when needing to add new content. **Official Response from Roxana Safranek:** > Thank you for sharing your positive feedback with us! We're thrilled to hear you find our tool powerful, easy to use, and effective in onboarding your customers. We're glad we meet your expectations and are always here to help you get the most value from the product. Thank you for choosing Whatfix! Your Whatfix Team. ### 34. A useful and comprehensive platform adoption tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Utilities | Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2024 **What do you like best about Whatfix?** Most of the features I can think of already seem to exist, and support / KB articles are readily available. **What do you dislike about Whatfix?** The learning curve is more steep than expected! **What problems is Whatfix solving and how is that benefiting you?** Whatfix is helping us train and educate our users. **Official Response from Gayatri Karthy:** > We're thrilled to hear that Whatfix is serving as a useful platform adoption tool for your organization. Your feedback on the existing features and readily available support/KB articles is greatly appreciated. We understand the importance of a smooth onboarding process and are continuously working to enhance the user experience and minimize the learning curve! ### 35. Whatfix is Amazing **Rating:** 5.0/5.0 stars **Reviewed by:** Cecilia R. | Lead Business Systems Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2024 **What do you like best about Whatfix?** I love that Whatfix can help our customers when we are not able to be there for them since the tool is available 24/7. **What do you dislike about Whatfix?** I love Whatfix, I dislike that I don't have enough time to devote to it. **What problems is Whatfix solving and how is that benefiting you?** Whatfix is helping our customers navigate out site and keeps our call volume and support emails down. **Official Response from Gayatri Karthy:** > It's great to hear that Whatfix is helping to reduce your call volume and support emails. We appreciate your support and are happy to be of service! ### 36. Arsenal of Widgets to deploy for different types of activity **Rating:** 4.5/5.0 stars **Reviewed by:** Vincent S. | Platform Adoption Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2022 **What do you like best about Whatfix?** Easy to use interface and easy to manage content during its lifecycle. Wide range of Widgets to deploy. Powerful Analtics and Insights to display the user journey. Great and friendly support team. **What do you dislike about Whatfix?** Some features can be automated in terms of: Auto generated AC code based upon an event driven Wizard on the outcome needed. Auto generated Display rules on Flow steps & Beacons. **What problems is Whatfix solving and how is that benefiting you?** Reduction in 'How To' queries & Support Tickets. New Feature Announcements. Aid in New User Onboarding. **Official Response from Pratheek G:** > Hi there! Thank you for taking the time to support us with positive feedback. 
 You can visit community.whatfix.com for additional coding, advanced customization, etc., and universityhome.whatfix.com for training in courses with distinct content, supplemental bridge courses, and a comprehensive content library. Feel free to reach out to pratheek.g@whatfix.com for any additional help. Thank you. ### 37. The Wonderful WhatFix **Rating:** 5.0/5.0 stars **Reviewed by:** Samantha M. | Senior Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2023 **What do you like best about Whatfix?** WhatFix Dashboard is user-friendly and the content creation (Flows, Beasons, SmartTips, Popups, etc.) is straightforward. I have been using the tool for over a year and am very pleased with my experience and the individuals I work with. Specifically, Customer Success Manager Diksha Nayak, we have regularly scheduled calls, and she is so responsive and supportive. **What do you dislike about Whatfix?** I am genuinely unable to think of something I dislike about WhatFix. When I first began using the tool, I thought it would be helpful to have folders for organizing the flows I am drafting. I did share this with my customer success manager, and it was already on their roadmap and was released within the first year of use. No complaints; things work as I need them. **What problems is Whatfix solving and how is that benefiting you?** WhatFix is using a tool my company created and is terrific because it allows users to follow along with the steps and complete the actions and efforts within the platform! They are not watching a video; no need to pause and return. Simplify onboarding and ongoing support. **Official Response from Ashish Ninan:** > Hi Samantha, Thank you so much for the positive review! We always aspire to not just provide a great product but also an excellent service and so it feels superb to hear from you that we are delivering on both of them. Thanks, Ashish Ninan ### 38. Great product with excellent support staff! **Rating:** 5.0/5.0 stars **Reviewed by:** Courtney H. | UX tech writer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2021 **What do you like best about Whatfix?** Whatfix provides the tools we need to help customers navigate our website, including flows and links to our external knowledge base. AMAZING support team! **What do you dislike about Whatfix?** While I wish there were more self-service opportunities, I'm delighted that the support team is always available to help when I encounter issues. **Recommendations to others considering Whatfix:** Whatfix is a robust product and the employees are extremely helpful. **What problems is Whatfix solving and how is that benefiting you?** Whatfix provides in-app help for users who are using a new product. **Official Response from Pratheek G:** > Hello Courtney, Thank you so much for the 5-star rating! We are happy to hear that you've had a wonderful experience with not just the product features but also with our Support and Customer Success teams. Thank you once again for the positive feedback. Best, Pratheek ### 39. A Game-Changer for Teamcenter: Whatfix Empowers Efficiency and User Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Johannes S. | Electrical/Electronic Manufacturing, Enterprise (> 1000 emp.) **Reviewed Date:** June 14, 2023 **What do you like best about Whatfix?** I can confidently say that Whatfix has revolutionized the way my team utilizes Teamcenter, making our operations better, more efficient, and user-friendly. Whatfix has been instrumental in improving the usability of Teamcenter. Our users were initially faced with challenges when navigating through the complexities of Teamcenter, but with Whatfix, those obstacles have been mostly overcome. The interactive and context-sensitive walkthroughs provided by Whatfix (popups, flows, beacons) act as guiding principles, ensuring that our users can effortlessly navigate Teamcenter's functionalities and workflows. Whether it's performing complex tasks, prividing accurate data, or locating specific features, Whatfix makes it a breeze, significantly enhancing the overall user experience. One of the standout features of Whatfix is its exceptional customer support and onboarding experience (Whatfix University). The Whatfix team has been an absolute pleasure to work with. Their dedication and commitment to their customers are unparalleled. The support they offer is available almost around the clock, ensuring that any issues or questions we have are promptly addressed. Their customer-centric approach is evident in their willingness to go the extra mile, always ready to assist us whenever needed. It's refreshing to collaborate with a team that genuinely values its customers. **What do you dislike about Whatfix?** While Whatfix has proven to be an invaluable tool for my team, there is one aspect that I find slightly limiting. Personally, I would appreciate more flexibility in terms of using multiple (different) icons for smart tip collections. Currently, the platform restricts us to a single icon for these helpful tips. But we already made the feature request. **What problems is Whatfix solving and how is that benefiting you?** Whatfix helps use to increase the usability of the complex Teamcenter software with its unintuitive functions and processes. We got good feedback for introducing Whatfix for our Teamcenter application and we can already see improvements. **Official Response from Ashish Ninan:** > Hello Johannes, Thank you so much for the 5-star rating! We always aspire to not just provide a great product but also an excellent service and so it feels superb to hear from you that we are delivering on both of them. We are glad that you found value in Whatfix University as well, and we hope to continue to hear feedback from you, so that we can shape our product. Regards, Ashish ### 40. Useful software to onbaord unknown web visitors **Rating:** 4.5/5.0 stars **Reviewed by:** Guido R. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2023 **What do you like best about Whatfix?** Whatfix helps us ensure unknown end users on the web get help where needed. So our end users will be able to use the application on the web correctly. With Whatfix, we can include additional help for specific fields and highlight sections (by beacons) to ensure the end users see where to watch out or click. We also can immediately tell them more about this new feature. With flows, we ensure end users know which steps they need to do to complete a specific customer journey step. **What do you dislike about Whatfix?** In the beginning, it is quite a lot - because of the variety of Whatfix Tools. Once you've had the Whatfix training, it is easy to use. Sometimes the tool does not work as expected initially - but Whatfix always fixes all issues or enhances their functionalities. **What problems is Whatfix solving and how is that benefiting you?** - Onboard new unknown web users - Reduce drop-off rates in specific customer journey steps - Provide additional help which does not need to get "coded" Overall target: reduce drop-off rates and increase number of leads **Official Response from Ashish Ninan:** > Hi Guido, Thank you for your review! At the core of our functioning, our team is always happy to help and available to see you through any hiccups you may face. As we continue to improve and work on certain areas, we'd love to keep hearing your feedback on your desired approach as well. You may also share any thoughts or comments you have directly customerdelight@whatfix.com. Thank you once again for your positive review! Regards, Ashish ### 41. Amazing customer support!! **Rating:** 5.0/5.0 stars **Reviewed by:** Vanika A. | Founder's office, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2024 **What do you like best about Whatfix?** Customer support team is great. Whatfix flows require a fair bit of customization for our product and the team is always around to help with fixes or get on a call with us. The team has also been extremely instrumental in helping us drive adoption and brainstorming approaches with us. **What do you dislike about Whatfix?** Difficult to tag elements which require adding CSS identifiers. **What problems is Whatfix solving and how is that benefiting you?** Helps us train and onbaord users with in product flows / nudges / task lists. **Official Response from Gayatri Karthy:** > We're glad to hear that Whatfix is helping you train and onboard users with in-product flows, nudges, and task lists! We're committed to continuously improving our platform to better serve your needs. ### 42. Whatfix Works **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 04, 2020 **What do you like best about Whatfix?** The end user doesn't need to navigate away from the system to find answers or know what to do. This creates a good user experience and mitigates errors while completing a business process. **What do you dislike about Whatfix?** The Analytics show top content engagement, but doesn't provide all data. It would be great to be able to export all content engagement data or be included in the Dashboard. **What problems is Whatfix solving and how is that benefiting you?** Digital adoption, of course. Whatfix is being used in my company to train on new processes within three applications. It's their go-to after initial training and it provides the answer/direction right where they are when they need it. **Official Response from Pratheek G:** > Hey There! Thanks for the wonderful statement in your review which tells exactly how we want our customers to use our product and make the most of it. Regarding the content type and size of the images - you can rest assured knowing that your feedback has reached the appropriate people at Whatfix and will be taken care of as soon as possible. Thanks again. Best, Pratheek ### 43. Whatfix is a great partner **Rating:** 5.0/5.0 stars **Reviewed by:** Chris D. | Manager Sales Enablement, Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Whatfix?** Having a Digitial Adoption Platform can significantly increase user adoption and understanding. Whatfix is a great partner and is with you every step of the process. **What do you dislike about Whatfix?** It works very well if your use case aligns with their main product. Our use case was not standard and had a big learning curve. Whatfix did a great job of working through it to find solutions, but make sure your use cases are clearly detailed and understood on the front side. **What problems is Whatfix solving and how is that benefiting you?** We were looking to ease the burden on internal staff for user onboarding and training. Whatfix offers real-time guidance within applications, allowing users to access help and information without leaving the context of their work. **Official Response from Roxana Safranek:** > Thank you for sharing your thoughts about Whatfix! We're thrilled you find our Digital Adoption Platform valuable for increasing user adoption and understanding. It's also great to hear you consider Whatfix as a supportive partner. We appreciate your feedback regarding your use case and the learning curve. While our platform is designed to align with multiple use cases, we understand that unique situations might require extra attention. We're glad to hear that our team worked with you to find solutions and adapt to your needs. It's wonderful to see how Whatfix is helping to streamline user onboarding and training, allowing users to access help and information seamlessly within their workflow. If you have any more suggestions or if there's anything else we can do to enhance your experience, please don't hesitate to let us know. Your feedback is invaluable, and your success is our priority. Your Whatfix Team ### 44. Innovative adoption platform to support digital transformation projects **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** August 09, 2023 **What do you like best about Whatfix?** Whatfix is easy to learn and work with to deploy custom contextual guidance to users of our new curriculum systems. The speed at which digtial content can be developed from static training guides and manuals makes the implementation a breeze. **What do you dislike about Whatfix?** The most challenging aspect is actually working with SaaS providers to support the deployment of Whatfix within their platforms. Pre-built Whatfix connectors to common SaaS platforms would be a great improvement to help with this aspect of the implementation. **What problems is Whatfix solving and how is that benefiting you?** What Fix allows our Institution to provide contextual in-application training and guidance to our students and staff users. The applications we have deployed Whatfix on were limited in the system guidance, help and support within their applications and we had made a lot of customisations to the terminology and processes within these products. Having Whatfix enabled us to train users within the system, removing the need to develop user manuals or LMS modules and removed the associated overheads of producing these materials. We can now direct training resources towards more Whatfix content development and ongoing support. **Official Response from Roxana Safranek:** > Thank you for sharing your feedback about Whatfix! We're delighted to hear that you find our platform easy to learn and work with and that it has enabled you to deploy custom contextual guidance effectively for your new curriculum systems. It's fantastic that the speed of developing digital content from static training guides has streamlined your implementation process. We understand your point about working with SaaS providers for deployment and appreciate your suggestion about pre-built connectors. We'll consider that as we continuously enhance integrations and streamline implementation processes. It's great to see how Whatfix has solved challenges for your institution by providing contextual in-application training and guidance, optimizing user experience while eliminating the need for extensive user manuals or LMS modules. We're thrilled to contribute to your content development and ongoing support efforts. Please feel free to reach out if you have more insights or require further assistance. Your success is our priority! Your Whatfix Team ### 45. The Potential of Whatfix Empowers Users **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Whatfix?** Overall, the thing I like most about Whatfix is the ability to provide our customers with interactive, contextual, and personalized guidance throughout their normal workflow within our application. Whatfix also significantly reduces the learning curve for our new customers. One of the biggest advantages to using Whatfix is how it can recognize our users' actions and then give help in real time like a smart tip or pop-up with specific information. **What do you dislike about Whatfix?** Content maintenance can be time consuming in general because keeping it up to date is a continuous task, since our applications will evolve and change a lot over time. This is not a big problem in and of itself, but some of our team has suggested that we have to manually enter all of our content due to Whatfix limitiations in how the content presents when added. This is so labor intensive. **What problems is Whatfix solving and how is that benefiting you?** By teachng our end users in real time by using instructive content and also including surveys to gain user insights, we are able to monitor what our customers think of our product early and make changes if needed. With a few clicks, we can deploy the use of Whatfix features to address a user issue in minutes. **Official Response from Roxana Safranek:** > Thank you for your valuable feedback about Whatfix! We're delighted to hear that you find the ability to provide interactive, contextual, and personalized guidance within your application's workflow to be a standout feature. Reducing the learning curve for new customers is a significant advantage, and we're thrilled that our real-time smart tips and pop-ups have been beneficial. We understand your concerns about content maintenance and the effort required for manual content entry. Your feedback is important to us, and we'll consider it as we continue to improve our platform and streamline content management processes. It's great to see how Whatfix is helping you teach end users in real-time, gather insights through surveys, and address user issues promptly. We're committed to continuously improving and providing value to our users. Please reach out if you need further assistance or have additional suggestions for improvement. Your success is our priority! You Whatfix Team ### 46. WhatFix has Mastered in making the most effective User Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Whatfix?** The creation of the various Whatfix material (flows, tips, self help content, task lists, surveys) is easy to learn and continually add new and update content. The support I receive from the WhatFix team (and my success manager: Aditya Jaiswal) is superior to anything I ever expected. I truly appreciate the WhatFix team in making sure I getting the most out of their product. I love that they are keeping up with the new learning trends and updating the product to make my job easier, more effective, and efficient. **What do you dislike about Whatfix?** Flow and tags were a bit difficult to create, but the team certainly helped me make the best possible flows for onboarding my end users. **What problems is Whatfix solving and how is that benefiting you?** With the launch of Whatfix, I am able to streamline material for onboarding new users and provide field level assistance to ensure accurate product, price, and rebates to our customers. Our system support team has seen the benefit of WhatFix with helping reducing data entry errors and calls. I use the robust analytics to see where the 200+ end users need help, what they are searching for and what questions they have to create additional material based of their Whatfix experience. **Official Response from Roxana Safranek:** > Thank you for your kind words. We're glad that Whatfix support exceeds your expectations and that we focus on helping you get the most from the product. Also, as a strategic technology partner, we must keep up with the evolving industry and trends. One such case is our analytics capabilities, so we are thrilled to see Whatfix analytics allows you to streamline content creation efforts based on where 200+ end users need help, what they are searching for, and what questions they have. We appreciate your partnership and look forward to supporting your success now and in the future. Your Whatfix Team. ### 47. Promising solution - but not perfect (yet) **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Whatfix?** The willingness of the Customer Success/Support team to help you succeed in using Whatfix. They have always been very responsive to questions and the frequent client calls are good for building a client-supplier relationship. The variety of features available in Whatfix makes the use of the product relevant for many use cases. Based on the continuous releases of new features you can see that they take their product improvement seriously. **What do you dislike about Whatfix?** The available (original) analytics features were not providing us with the data that we required for our internal KPIs. The CSM team tried their best with offering a tailored Excel solution to solve this matter, however ideally this would have been included in the product. Due to the wide variety of features in customising pieces of content/flows, the workflows could "break" easily when certain tags etc. were not set correctly. It could often take quite some time to figure out what the exact issue was, making it less easy to use. The client-supplier relationship might benefit from more continuity in terms of the responsible CSM for the account. Over the course of the last 15 months, we've had 4 different CSM's. I understand that there might be varying reasons for this, and the general support has been good, however it always takes a bit of time to get up to speed with a new CSM. **What problems is Whatfix solving and how is that benefiting you?** Whatfix helped us to create "self-help" workflows on our platform. That was the key value it provided. Later on, we've also used it for analysing the clicks/visits on our website to better understand our visitors and their behaviour. However, for the analytics part we faced the challenge that the metrics were not directly useable for us (difficult to align with our internal KPIs). **Official Response from Roxana Safranek:** > Thank you for taking the time to provide us with valuable input. We're happy you're receiving attentive, responsive support from Whatfix. We also appreciate your input on areas we need to improve on. We value customer input, and as you've experienced through the product evolution, we take customer input seriously. Please keep sharing your feedback. We appreciate your continued partnership. Your Whatfix Team ### 48. Learning at the Point of Work! **Rating:** 5.0/5.0 stars **Reviewed by:** Richard F. | Director of Training, Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2022 **What do you like best about Whatfix?** Whatfix widgets help me ensure our employees can DO what they have been trained to do months after taining. Also, I can add extra wlakthroughs for minor items that were not a priority at the time. **What do you dislike about Whatfix?** There are so many posible ways to use Whatfix from widgets, to communications and even delivering and tracking training assets. I wish I have more time to work in the platform. **Recommendations to others considering Whatfix:** Start early. **What problems is Whatfix solving and how is that benefiting you?** Whatfix helps us as a training department provide support WHEN our employees need it - at the moment of need. I no longer need to provide as much training and support with scarce people resources. **Official Response from Roxana Safranek:** > Thank you for sharing your insights about Whatfix! We're thrilled to hear that our widgets are helping ensure your employees can apply their training, even months after receiving it. It's also fantastic to see how Whatfix is aiding your training department in providing on-demand employee support, reducing the need for extensive training and support efforts. Thanks again for sharing. Please let us know if you have more insights to share or if there is anything else we can do to enhance your Whatfix experience. Your success is our priority! Your Whatfix Team. ### 49. Great User Engagement and helpful for Change Management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Whatfix?** Customer service and overall ease of platform **What do you dislike about Whatfix?** The translation side can be hard to filter through all content. **What problems is Whatfix solving and how is that benefiting you?** This tool allow us to pivot content quickly for projects and improved productivity by users accessing content in the flow of work. **Official Response from Gayatri Karthy:** > We're glad to hear that you find our customer service helpful and the platform easy to use. We appreciate your feedback about the translation side and will work on improving the filtering process for content. ### 50. Great Product with an Excellent Customer Service Team and Value-Adds! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** February 29, 2024 **What do you like best about Whatfix?** Ease of use, ease of implementation, customer support, communication, value-add resources offered by the team **What do you dislike about Whatfix?** Getting users to adopt it, location of features that sometimes cover needed field/data on the platform it's on **What problems is Whatfix solving and how is that benefiting you?** We are using Whatfix to guide new users and make them more self-sufficient in the Dynamics platform. Also, Whatfix is providing an avenue to update all users of changes, system issues, new content, etc. via the popups. **Official Response from Gayatri Karthy:** > Hi, We're thrilled to hear that you find Whatfix easy to use and that our customer support and value-add resources have been beneficial to you. We appreciate your feedback and are committed to continuously improving our product and services! ## Whatfix Discussions - [At what rate is Whatfix growing year on year?](https://www.g2.com/discussions/at-what-rate-is-whatfix-growing-year-on-year) - 1 comment, 1 upvote - [Which of the following is a widget of Whatfix?](https://www.g2.com/discussions/which-of-the-following-is-a-widget-of-whatfix) - 1 comment, 1 upvote - [Which one of them is a direct competitor of Whatfix?](https://www.g2.com/discussions/which-one-of-them-is-a-direct-competitor-of-whatfix) - 1 comment, 1 upvote - [What is the best way to showcase videos using the platform?](https://www.g2.com/discussions/23999-what-is-the-best-way-to-showcase-videos-using-the-platform) - 1 comment, 1 upvote - [What does Whatfix do?](https://www.g2.com/discussions/what-does-whatfix-do) - 3 comments - [View Whatfix pricing details and edition comparison](https://www.g2.com/products/whatfix/reviews?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-06-01+03%3A15%3A47+-0500&secure%5Bsession_id%5D=50b8d8d4-2e7b-4d08-90f8-d4a902c49932&secure%5Btoken%5D=b990b721dc86414787c582f4d690a1bc186d2d4d044a709e47ba20aa85532a02&format=llm_user) ## Whatfix Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Agentforce Service (formerly Salesforce Service Cloud)](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews) - [Alloy](https://www.g2.com/products/alloy-2025-08-27/reviews) - [CloudBlue](https://www.g2.com/products/cloudblue/reviews) - [ENOVIA](https://www.g2.com/products/enovia/reviews) - [GEP Quantum Intelligence](https://www.g2.com/products/gep-quantum-intelligence/reviews) - [SAP Ariba](https://www.g2.com/products/sap-ariba/reviews) - [SAP Concur](https://www.g2.com/products/sap-concur/reviews) - [SAP SuccessFactors HCM](https://www.g2.com/products/sap-sap-successfactors-hcm/reviews) - [Sirion CLM](https://www.g2.com/products/sirion-clm/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) ## Whatfix Features **User Analysis** - Survey Implementation - Data Analysis **Product Analytics** - Account-Level Analytics - User-Level Analytics - Segmentation - Funnels - Alerts - Multi-Product Analytics - User Scoring - Integrations **Generative AI** - AI Text Summarization **Self-Service Experience** - Knowledge Base - Searchable Articles - Community Forums - Mobile Optimization - Personalization **User Support** - User Segmentation - Multi-Language Support - Behavior-responsive Messaging **Agentic AI - Product Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance **Self-Service Platform** - Branding - Automation - Artificial Intelligence - Integrations **Walkthrough Type** - Audio-visual Walkthroughs - Text Bubble Walkthroughs **Behavioral Analytics - Product Analytics** - Multi-Product Analytics - User level Analytics - Account level Analytics - Segmentation - Funnels **Platform Basics - Digital Adoption Platform** - Integration - Communications **Agentic AI - Customer Self-Service** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform Infrastructure - Product Analytics** - Cross System integrations - Alerts - Integrations **Analytics - Digital Adoption Platform** - Analytics **AI driven optimization - Product Analytics** - User scoring - Adaptive learning - Automated insights - Autonomous task execution **Functions - Digital Adoption Platform** - Customer self-service - In-app guidance **Agentic AI - Digital Adoption Platform** - Adaptive Learning ## Top Whatfix Alternatives - [Fin](https://www.g2.com/products/fin/reviews) - 4.5/5.0 (3,693 reviews) - [Pendo](https://www.g2.com/products/pendo-io-pendo/reviews) - 4.4/5.0 (1,764 reviews) - [Userpilot](https://www.g2.com/products/userpilot/reviews) - 4.6/5.0 (983 reviews)