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Whatfix Reviews & Product Details - Page 7

Whatfix Overview

What is Whatfix?

Whatfix is advancing the "userization" of application technology, by empowering companies to maximize the ROI of digital investments across the application lifecycle. Powered by GenAI, Whatfix’s product suite includes a digital adoption platform, simulated application environments for hands-on training, and no-code application analytics. Whatfix enables organizations to drive user productivity, ensure process compliance, and improve user experience of internal and customer-facing applications. With seven offices across the US, India, UK, Germany, Singapore, and Australia, Whatfix supports 700+ enterprises, including 80+ Fortune 500s like Shell, Microsoft, Schneider Electric, Cisco, UPS Supply Chain Solutions, and Genuine Parts Company. Backed by investors such as Warburg Pincus, Softbank Vision Fund 2, Dragoneer, Peak XV Partners, Eight Roads, and Cisco Investments, software clicks with Whatfix. For more information, visit the Whatfix website.

Whatfix Details
Product Website
Languages Supported
German, English, French, Korean, Spanish, Chinese (Simplified)
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Product Description

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

How do you position yourself against your competitors?

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


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

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


Abhishek Y.
AY
Overview Provided by:

Recent Whatfix Reviews

Verified User
A
Verified UserEnterprise (> 1000 emp.)
5.0 out of 5
"Delivered exactly as advertised with excellent customer service"
Prompt, reliable customer service from our customer success manager. Additionally, the product works exactly as advertised! Our CSM always prior...
Verified User
A
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"Whatfix's seemingly endless abilities and customizations will be a major help to our customers."
The amount of options and flexibility allowed in creating the different content types is amazing. We can't wait to get all our content laid out an...
JM
Jason M.Mid-Market (51-1000 emp.)
3.5 out of 5
"Solid product and excellent service"
The implementations and support teams have been excellent. They have always been very responsive and patient when helping work through issues.
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3 people requested security information

Whatfix Media

Whatfix Demo - In-App Guidance
Whatfix's interactive Flows walk users step-by-step through critical application features, tasks, and workflows, providing role-based context to users. Welcome new users with Pop-Ups that trigger in-app guided experiences.
Whatfix Demo - Self Help
Provide a contextual, searchable self-help wiki for end-users that includes a collection of guided flows, links, and connects to your knowledge repositories like SOPs, LMS courses, training documents, company policies, and more. Users can search for any query that have with Self Help's search fun...
Whatfix Demo - Guidance Analytics
Whatfix Guidance Analytics: View user and usage data to understand the effectiveness of your in-app content. Gather insights such as how users engage with your walkthroughs, the most searched questions in Self Help, Task List completion rates, and more.
Whatfix Demo - No-Code Content Creation
Create in-app guidance and walkthroughs with Whatfix's no-code editor and deliver contextual, branded learning and performance support to your application users - from customers, employees, vendors, or any type of user.
Whatfix Demo - Surveys
Collect feedback from your end-users with in-app surveys to collect qualitative feedback like NPS, bug reports, new feature requests, post-training feedback, change feedback, and more. Understand how users engage with your in-app surveys with in-depth analytics and integrate with GSheets to remov...
Whatfix Demo - Segment Your Audience
Intelligent Segmentation to automatically contextualised walkthroughs based on a user and their location in the application, without needing to configure complex rules
Play Whatfix Video
Play Whatfix Video
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Video Reviews

358 Whatfix Reviews

4.6 out of 5
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358 Whatfix Reviews
4.6 out of 5
358 Whatfix Reviews
4.6 out of 5

Whatfix Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for WhatfixQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Samantha M.
SM
Senior Analyst
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Ashish Ninan of Whatfix

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

Courtney H.
CH
UX tech writer
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Whatfix is a robust product and the employees are extremely helpful. Review collected by and hosted on G2.com.

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

Whatfix provides in-app help for users who are using a new product. Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix
(Original )

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

JS
Electrical/Electronic Manufacturing
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Ashish Ninan of Whatfix

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

GR
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Ashish Ninan of Whatfix

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

Vanika A.
VA
Founder's office
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
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. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Difficult to tag elements which require adding CSS identifiers. Review collected by and hosted on G2.com.

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

Helps us train and onbaord users with in product flows / nudges / task lists. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

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.

Verified User in Information Technology and Services
AI
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Pratheek G of Whatfix

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

Chris D.
CD
Manager Sales Enablement
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Roxana Safranek of Whatfix

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

Verified User in Higher Education
IH
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Roxana Safranek of Whatfix

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

Verified User in Computer Software
TC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Roxana Safranek of Whatfix

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

Verified User in Hospital & Health Care
AH
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Roxana Safranek of Whatfix

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.