Whatfix
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Whatfix
By Whatfix
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4.6 out of 5 stars
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Whatfix Reviews & Product Details - Page 6

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Whatfix Overview

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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
Discussions
Whatfix Community
Languages Supported
German, English, French, Korean, Spanish, Chinese (Simplified)
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Product Description

Whatfix is a platform to create interactive guides, which helps businesses reduce support queries and improve user on-boarding.

How do you position yourself against your competitors?

The guides created with Whatfix automatically get converted to different formats (like slideshows, videos, articles) to be embedded across various user touch-points. Great value at a bare minimum price, compared to competitors.

Seller Details
Seller
Whatfix
Company Website
Year Founded
2013
HQ Location
San Jose, CA
Twitter
@whatfix
3,087 Twitter followers
LinkedIn® Page
www.linkedin.com
1,138 employees on LinkedIn®
Description

Whatfix is a data-driven digital adoption platform (DAP) that enables organizations and users to maximize the benefits of software. Whatfix acts as an interactive overlay on top of any application to guide users with real-time guidance, self-help support, and user feedback. With product analytics and AI, Whatfix enables scalable success with technology, maximizing productivity, and leveraging data-driven insights for better decision-making.

Abhishek Y.
AY
Overview Provided by:
Abhishek Yadav

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...
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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...
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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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358 Whatfix Reviews

4.6 out of 5
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358 Whatfix Reviews
4.6 out of 5
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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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HT
Customer Success Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Response from Gayatri Karthy of Whatfix
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(Original )

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.

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Verified User in Industrial Automation
AI
Enterprise(> 1000 emp.)
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Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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Response from Gayatri Karthy of Whatfix
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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!

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Kimberly P.
KP
Marketing Cloud, Implementation Analyst
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Response from Gayatri Karthy of Whatfix
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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.

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Wylin X.
WX
Senior Product Analyst
Enterprise(> 1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
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. Review collected by and hosted on G2.com.

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." Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Response from Ashish Ninan of Whatfix
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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

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Lisa C.
LC
Client Success Manager
Small-Business(50 or fewer emp.)
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Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
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. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Some features are inconsistent and can be time consuming to make small changes. Review collected by and hosted on G2.com.

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

Customer questions and difficulty locating the information they need. Review collected by and hosted on G2.com.

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Response from Gayatri Karthy of Whatfix
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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!

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BP
Enterprise(> 1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Whatfix?

1. Whatfix Flows make learning Workfront for new users easy

2. Whatfix multiple approaches to communicate with users adds multiple methods to make announcements, provide tips to users, provide more explanation of data elements, and provides users training information at their finger tips.

3. Whatfix has allowed Choctaw Nation to onboard new users without having one-on-one training sessions. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Learning to use Whatfix is a little complicated but once the leaning has been mastered, it provides a very powerful tool for using our Workfront application to manage projects, manage resources, and plan for future projects and the resources availability for those projects. Review collected by and hosted on G2.com.

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

1. Shorten the learning curve for new Workfront Users

2.Provide additional product information to the Workfront User at their finger tips

3.Provide Project Managers with a shorter learning curve to make use of Workfront in managing projects

4.Introducing new features to the Workfront User Community via Whatfix Review collected by and hosted on G2.com.

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Response from Roxana Safranek of Whatfix
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Thank you for sharing your thoughts on Whatfix! We're thrilled to hear that Whatfix Flows have made learning Workfront easier for new users and that our multiple communication approaches have been helpful for announcements, tips, and training. We're glad to have played a role in onboarding new users efficiently at Choctaw Nation.

We also appreciate your feedback on the learning curve, and we understand that while there might be a learning curve initially, it's rewarding to have a powerful tool for project management and resource planning with Workfront.

It's great to see how Whatfix solves several problems for you, from shortening the learning curve for new users to providing additional product information and enhancing project management. We're committed to continuously improving and delivering value to our users.

Please feel free to reach out if you need further assistance or have suggestions for improvement.

Your success is our priority!

Your Whatfix Team.

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AW
Software Interaction Designer Senior
Enterprise(> 1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Take advantage of the amazing customer support they offer. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Response from Roxana Safranek of Whatfix
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(Original )

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.

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Verified User in Utilities
AU
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
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. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The learning curve is more steep than expected! Review collected by and hosted on G2.com.

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

Whatfix is helping us train and educate our users. Review collected by and hosted on G2.com.

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Response from Gayatri Karthy of Whatfix
Editedit

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!

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Cecilia R.
CR
Lead Business Systems Analyst
Mid-Market(51-1000 emp.)
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Review source: Seller invite
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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. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I love Whatfix, I dislike that I don't have enough time to devote to it. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Response from Gayatri Karthy of Whatfix
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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!

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Vincent S.
VS
Platform Adoption Specialist
Small-Business(50 or fewer emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
(Original )
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Response from Pratheek G of Whatfix
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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.

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