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Whatfix Reviews & Product Details - Page 9

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
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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.
George T.
GT
Hardware and Technical Support
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 product iteself is a great solution for onboarding and providing 24 hour support to our users. It has really improved our customer service levels and helps our users out massively. The editor is easy to use and content creation is simple Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

One thing i don't like is that the surveys are limited by a premium subscription. Compared to their competitors, It is a downfall in the product. Review collected by and hosted on G2.com.

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

Additional Support to our users and providing how-to guides for our users Review collected by and hosted on G2.com.

Response from Roxana Safranek of Whatfix

George, thank you for sharing your thoughts about Whatfix! We're glad you find the editor easy to use and content creation straightforward. We're thrilled that our product has proven to be a valuable solution for onboarding and providing support around the clock, contributing to improved customer service levels.

We appreciate your feedback regarding surveys and we'd love to visit with you about our standard surveys package.

It's great to see how Whatfix is helping you provide additional support to your users and offer helpful how-to guides.

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 Information Technology and Services
TI
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Whatfix?

The options available and the tracking system Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I’m still learning about the tool. I would like to subscribe to the newsletter to keep myself informed about tools updates. Review collected by and hosted on G2.com.

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

Reduce training time, more hands on practice Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

We're happy to hear that Whatfix is helping to reduce training time and provide more hands-on practice. Your request for a newsletter subscription is noted, please reach out to us at customeradvocacymarketing@whatfix.com to ensure you receive the relevant newsletters.

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

The hands on support from our DAA made implementation painless. The strategy of continuing support after deployment ensures value creation and ROI and not just another tool implementation nobody uses. Keeping us updated on product development and cross application functions give me standing to scale our subscription and unify our scattered landscape of data, platforms, and digital tools. As a non tech person the tool is so easy to administer. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The new visual cues and whatfix hub solve my issues. I wish flow steps that are skipped didn't cause such a delay. We need a global "end flow" button as the only way to end a flow bc users keep x-ing out of steps instead of hitting next out of habit. Review collected by and hosted on G2.com.

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

Icertis user onboarding, support/training, and new feature/upgrade announcements Review collected by and hosted on G2.com.

Response from Krutika Mathihalli of Whatfix

Thank you for sharing your valuable feedback about Whatfix. We're delighted to hear that you find Whatfix essential for various aspects of your business, including training, deployment, and change management.

We are continuously monitoring performance of Whatfix on different applications and we are working on to improve the overall experience for our users. We are eager to engage with our customers to gain a deeper understanding of their specific requirements for the global "end flow" feature. Your input and insights are invaluable to us, as they help us tailor our solutions to better meet your needs.

Thank you once again for sharing your thoughts and suggestions. We're committed to continually improving Whatfix to meet your needs and provide an even better experience.

SG
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Whatfix?

Whatfix offers a variety of features that helps to create organized content, like branching flows, that help to reduce the creation of multiple flows and helps to incorporate multiple branches in a single flow Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Slowness while working with complex data flows, as sometimes, the conditions do not run as per the provided users' input. Also, there is some gap while picking up unique items.

In display rules (like, for Self Help), there should be grouping of display rules, so it will be easy to find them. Review collected by and hosted on G2.com.

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

Consistently improving the overall experience by introducing multiple features and organizing demo sessions to get an hands-on to them Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

Thank you for sharing your experience with Whatfix. We're pleased to hear that the platform has been instrumental in supporting your hospital operations platform and that you've had a positive working relationship with our team. We appreciate your feedback and look forward to continuing to provide valuable solutions for your company.

AR
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Whatfix?

It is extremely easy to use, even for an intern with little coding experience such as myself. Content is easy to manage and push to production from the draft or move back into the draft from production. Analytical data is concise and accurate enabling more swift accurate updates to content. Content creation is simple and easy using the what fix creator extension plugin right on our home page. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

If you select an element for a flow and it isn't broad/general enough it can cause large display errors which disrupt flow fluidity. Some of its features require a deep understanding of the program in order to fully utilize it, as well as more advanced technical knowledge. Review collected by and hosted on G2.com.

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

What fix has been a major component in reducing our service desk tickets upon the new release of our workday system. It has cut down our service tickets by an astronomical amount by enabling consultants to get the help they need without asking services for the information. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

We're glad to hear that you find Whatfix easy to use and that it has helped reduce your service desk tickets. We appreciate your feedback on the display errors and advanced technical knowledge requirements, and we'll take that into consideration for future improvements.

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

The Whatfix team has been incredibly responsive to our requests. If we have an idea for content we want to build, the Whatfix team has consistently helped us identify ways to make it happen. If for some reason, it's not possible, Team Whatfix has taken that unmet need back to their Product Team for future development. We've been with Whatfix for under a year, and they have already rolled out new features that addressed our expressed needs. Additionally, we've seen the impact that Whatfix content has had on our user community; in some cases, we've had error rates cut in half after implementing a Whatfix tip in a problem spot! Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

If I had to pick something, I would wish for slightly more flexibility in content design. I would love to be able to control content configuration piece by piece rather than globally. For example, I would like to make certain content a brighter color to indicate that it's critical or be able to configure the time to fade based on the amount of text in a tip. Review collected by and hosted on G2.com.

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

Our application is governed by many complex regulations subject to frequent change. Whatfix has allowed us to assist users with complicated processes and implement in-app reminders for recently added or frequently missed areas. Whatfix is helping us reduce errors, fortify our training program, and reduce users' time searching for guidance. Review collected by and hosted on G2.com.

Response from Ashish Ninan of Whatfix

Hi Dagmar,

Thank you for your detailed review! We are extremely happy that you loved our customer service. At the same time, we'll work with you to see how your team could get more flexibility while designing content. 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

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

The team members from the Whatfix company. Always helpful, proactive and full of knowledge. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The implementation path can be simplified to take the best of Whatfix more quickly, and then spend more time post project to review and take advantages. Review collected by and hosted on G2.com.

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

Whatfix is helping to improve knowledge of our solutions: by automating knowledge management with Whatfix, the users can find their information immediately. Also, thanks to constant monitoring, we are immediately informed when a knowledge flow is not accurate anymore. We can directly perform the needed actions to give the best to our users.

Also, Whatfix proposes plenty of training solutions (articles, videos, flow, extraction to Powerpoint, ...) which leads to giving what the employee wants when he wants it.

Ultimately, an excellent analytic solution is provided to analyze the usage of Whatfix and continue our Digital Adoption journey. Review collected by and hosted on G2.com.

Response from Ashish Ninan of Whatfix

Hi,

Thank you very much for taking the time to share your experience with Whatfix. We always strive to provide the best support possible, so it is wonderful to know that you received the needed help & response from our customer success team. At the same time, we're glad that although the implementation took time, you have found Whatfix as an excellent analytic solution for your digital transformation journey.

Thank you once again for the positive feedback.

Regards,

Ashish

VC
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Whatfix?

Whatfix helps our customers to navigate through the UI and perform tasks easily. We can customize the content's look and feel with a few clicks. Using Whatfix, we can let the customers know about the latest features of the release, provide essential links, embed videos and use analytics to gather data. All these functions make Whatfix a fantastic tool for adding something extra to our product. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

There is little hand-holding when customizing content, like modifying the pop-up size, increasing the smart tip dimensions, etc. Searching out product documentation from the Whatfix seld-help menu isn't robust. Review collected by and hosted on G2.com.

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

It helps our customers navigate to our product documentation and videos easily, view the latest released features, better use the product, and troubleshoot issues using workflows. Review collected by and hosted on G2.com.

Response from Ashish Ninan of Whatfix

Hi Vineela,

Thank you so much for your review. We are indeed delighted to know that you and your team has benefited, soon after implementing Whatfix. We have also noted your suggestions regarding the search for product documentation under self help and will aim to give you a brighter experience. You may also share any other thoughts or comments you have directly on customerdelight@whatfix.com.

Thanks,

Ashish

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

Guided user flows have got to be the best feature of the solution. From a multi-country standpoint - the auto-language translation feature not only is uncannily accurate but also saves dollars spent on translation & maintenance avenues. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I believe some sort of an easy-to-use & intuitively visible switch-on/switch-off feature for end-users that allows them to control the configured pop-ups & guided flows would be a great feature to add. Additionally, an interactive mechanism that allows a user to pose specific query(ies) regarding navigation, process, etc., would be a huge advantage as well. Review collected by and hosted on G2.com.

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

The biggest challenge addressed by WhatFix is for employees to navigate their way through the different systems they have to deal with on an ongoing basis without having to depend on their peers, training manuals & help resources. Today WhatFix enables our employees to save their productive minutes of their day, by getting them only the specific information need, on their finger-tips, right when they need it. Review collected by and hosted on G2.com.

Response from Ashish Ninan of Whatfix

Hi Sunit,

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. We'll look into your feedback and will get back to you. At the same time, we'd love to keep hearing your feedback on your desired approach. 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

Verified User in Telecommunications
AT
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Whatfix?

The level of customer care and support has been consistently exceptional. They are communicative, friendly, professional, and eager to help when needed. Whatfix regularly makes improvements based on customers' needs and insights.

The tool itself is powerful, flexible, and multifaceted. The available content types and degree of customizability allow us to create content to fulfill a wide variety of needs and use cases. Unless our content requires advanced customization or troubleshooting, we create and manage our content ourselves. The analytic capabilities also provide us with enough data and information to make informed decisions about our content. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The flexibility and multifaceted nature of the tool itself can make it complex at times. Unless our content requires advanced customization or troubleshooting, we create and manage our content ourselves. It's never difficult to simply create content, but understanding the ins-and-outs of what is needed to ensure complex content behaves exactly as intended takes experience.

But again, Whatfix's support team has consistently gone above and beyond to understand our use cases and our underlying application, answer questions, and craft solutions. Review collected by and hosted on G2.com.

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

Whatfix has allowed us to addresses usability issues with targeted content and gather data on user activity and perceptions. Review collected by and hosted on G2.com.

Response from Roxana Safranek of Whatfix

Thank you for your positive feedback! We're thrilled you've experienced exceptional customer care, our flexible, multifaceted DAP supports your diverse content needs, and our analytics empower you with data-driven insights.

We also appreciate your feedback on the complexity of our tool and understand that advanced customization might require experience. We're glad our support team has exceeded your expectations by understanding your use cases and providing tailored solutions. If you ever need assistance with complex content or any other aspect, please know that we're here to help. Your success is important to us!