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Whatfix Reviews & Product Details - Page 8

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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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
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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Verified User in Computer Software
UC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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

Response from Roxana Safranek of Whatfix

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

RF
Director of Training
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering Whatfix:

Start early. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Roxana Safranek of Whatfix

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.

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

Customer service and overall ease of platform Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The translation side can be hard to filter through all content. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

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.

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

Ease of use, ease of implementation, customer support, communication, value-add resources offered by the team Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

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!

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

Whatfix has excellent customer service, serves as a development partner, and is making it easier and easier for content creators to deliver just in time guidance, tips, and integrations. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

As with any DAP, technical debt is a major consideration for a purchasing org. Review collected by and hosted on G2.com.

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

Time to proficiency in the system. Whatfix enables users to get just in time application training so they can focus on their customers. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Thank you for your positive feedback! We are committed to providing just in time guidance and integrations to make it easier for content creators to deliver valuable content. We appreciate your support and look forward to continuing to support your needs.

Verified User in Broadcast Media
AB
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about Whatfix?

I like the way how whatfix is being built and easy to customize as per end user requirement. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Sometimes I feel the flow consistency could be better without having any breakage while running the flow Review collected by and hosted on G2.com.

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

Whatfix absolutely solves user onboarding training with providing multiple options PDF,FLOWs,VIDEOS Review collected by and hosted on G2.com.

Response from Roxana Safranek of Whatfix

Hello, Gowtham!

Thank you for your feedback. We are happy to hear Whatfix solved your onboarding and training challenges. We also appreciate your feedback on the flows. If you have any future issues, please contact us right away.

Regards,

Your Whatfix Team

Verified User in Computer Software
EC
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?

Permits agile approach to customer documentation. The user analytics are essential, and Whatfix CS is always approachable and helpful. They have given our team a new lease on life, allowing us to move away from traditional document help sets to a truly agile approach to developing knowledgebases. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Lots of stuff we want to do out of the box requires Whatfix CS interaction and solutioning. But they are getting better as the product matures.

I don't like how they redo their licenses and renewals. They tend to ask a lot if their payments are coming, and that is annoying. Review collected by and hosted on G2.com.

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

Insights into customer insights and usage patterns/habits. With out older HTML help sets we had no insight into how the customer was interacting with the product or with our documentation. Review collected by and hosted on G2.com.

Response from Roxana Safranek of Whatfix

Thank you for sharing your feedback on Whatfix! We're glad you appreciate the agile approach to customer documentation and find user analytics essential. It's also great to know that our Customer Success team has been approachable and helpful in providing support. We're thrilled to have helped your team transition to a more agile approach for knowledgebases.

We appreciate your notes on the renewal process. We're always looking for feedback on ways to improve our processes.

It's fantastic to see how Whatfix provides insights into customer interactions and usage patterns, which was impossible with your previous documentation approach.

If you have any more suggestions or if there's anything else we can do to enhance your Whatfix experience, please don't hesitate to let us know. Your feedback is invaluable to us!

Your Whatfix Team

Verified User in Computer Software
AC
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?

Very good customer support. They very respond quickly. The product has many features that create real value for us. Furthermore, Whatfix is regularly extended with new features. We were especially pleased that our feature requests were also implemented very quickly. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Initially, we had some starting problems. The content creation had to be learned first. In addition, there was a change of our supervisor during the pilot phase. Review collected by and hosted on G2.com.

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

At first, we only used Whatfix to make our trial environment more accessible and increase the conversation rate. However, we are currently planning to create more learning content and make it available to our existing customers as well. Review collected by and hosted on G2.com.

Response from Krutika Mathihalli of Whatfix

Thank you for taking the time to share your feedback on Whatfix. We appreciate your thoughtful review and are delighted to hear that you've had a positive experience with our product and support team. We also want to acknowledge your patience and understanding as you learned to navigate these aspects of Whatfix in the initial stages.

It's exciting to hear about your plans to expand the use of Whatfix by creating more learning content and extending the benefits to your existing customers. Thank you for choosing Whatfix

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

Whatfix has given us the ability to scale our onboarding process and collect valuable customer insights. The product is easy to use with a clean user interface. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

All content needs to be recreated from web to mobile and between iOS and Android. Having that content easily replicated across platforms would be incredible! I think this is a challenge in the industry overall. Review collected by and hosted on G2.com.

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

We have a growing user base of mobile users who historically would have been trained 1:1 or using web-based training. This makes it difficult for us to manage content and ensure users get access to the latest and greatest features. Whatfix enables us to train users in their native environment without requiring them to leave our platform to learn about it. Review collected by and hosted on G2.com.

Response from Roxana Safranek of Whatfix

Thank you for your valuable feedback on Whatfix! We're glad you find our interface easy to use and that our platform helps scale your onboarding process and gather customer insights.

We appreciate your input regarding content replication across different platforms. We understand the importance of consistent content across various devices and operating systems, and we're actively working to improve this aspect.

It's fantastic to see how Whatfix addresses challenges related to training mobile users and allows you to deliver training within their native environment.

If you have more insights to share or anything else we can do to enhance your Whatfix experience, please don't hesitate to reach out. Your success is our priority!

Your Whatfix Team.

DS
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?

Whatfix helps me to make sure the end users use the application in a correct way. With Whatfix, I can use beacons to make sure the end users see what's new, and I can immediately tell them more about this new feature. With flows I can make sure the end users know which steps they need to do to complete a certain task. I also use the Self Help to analyse what questions the end user has, and make sure to use the right Whatfix tool to answer that question. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

In the beginning, it can be a bit much, because you have a lot of Whatfix Tools, and you can use many role and page tags, which can be a bit complicated. But once you've had the Whatfix training, it is quite easy to use. Review collected by and hosted on G2.com.

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

I have insight in how the application is being used. I can use the analysis to see where the end users need help or what questions they have. Review collected by and hosted on G2.com.

Response from Ashish Ninan of Whatfix

Hi Dagmar,

Thank you for your detailed 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 at customerdelight@whatfix.com

Thank you once again for your positive review!

Regards,

Ashish