Whatfix is a digital adoption platform designed to streamline business processes like onboarding, training, and support. It offers interactive guides and in-app assistance for easy software navigation. Key features include real-time analytics, task list creation, and multi-format content creation. The platform aims to enhance user engagement, productivity, and software utilization.

  • 01Pros and cons from reviewers
  • 02Main features
  • 03What is Whatfix?
  • 04How Whatfix compare to similar software?
  • 05Who is Whatfix best for according to our reviewers?
  • 06Whatfix Reviews

What is Whatfix?

Whatfix is a top-tier digital adoption platform designed to aid businesses in streamlining user onboarding, reducing support queries, and enhancing user productivity. It offers interactive guides and personalized in-app flows that assist users in real-time. Whatfix also provides features such as task lists, beacons, pop-ups, and surveys to effectively engage users. It supports multiple languages and integrates with various platforms like web applications, mobile devices, and virtual environments. The software also includes analytics to track user behavior and performance, offering valuable insights for businesses to refine their digital strategies. Whatfix is particularly useful for organizations aiming to simplify their software training process, increase user engagement, and boost software adoption rates. Special promotions are currently available for Whatfix.

Pros from reviewers

  • Improved customer support: Whatfix allows for the provision of hands-on support to customers, reducing the number of calls and support tickets, and thereby saving on support costs

  • Quick guide generation: The software enables quick creation of guides in various languages, which can be easily converted to PDFs and videos, making it a valuable tool for user education

  • Easy integration and user-friendly: Whatfix is easy to integrate with various platforms and is user-friendly, making it easy to implement new processes or programs

  • Exceptional customer service: The customer service from Whatfix is highly commended by users, with quick problem-solving and constant availability of support staff.

  • Cost-effective with superior features: Whatfix offers the same or more features than its competitors at a more competitive price, making it a cost-effective solution for businesses

Cons from reviewers

  • Overly enthusiastic communication: While the company values user feedback, their communication can sometimes be overly enthusiastic or awkward, which may not resonate well with all users

  • Challenging content organization: The organization of content within Whatfix can initially be confusing and require some time to become intuitive, potentially slowing down the onboarding process

  • Limited analytics functionality: While Whatfix provides analytics, the functionality could be more comprehensive to help users identify issues more easily and understand how the software is performing

  • Complicated initial setup: The initial setup and configuration of Whatfix can be complex and time-consuming, especially for users who are not tech-savvy or familiar with the software.

  • Limited mobile availability: Despite its comprehensive features, Whatfix is not fully optimized for mobile use, which can be a hindrance for users who primarily operate on mobile devices

Main features

Starting Price

N/A

Free Plan

No

Multilingual Support

Integration Capabilities

User Engagement Features

Analytics

Interactive Guides

Who is Whatfix best for according to our reviewers?

  • Customer Support Teams: These users can use Whatfix to decrease customer calls and offer self-help instructions, with the ability to create user-friendly and intuitive flows

  • Software Developers: Whatfix enables these users to create interactive guides, enhancing real-time understanding and task performance within a software application, and provide superior data to their development teams.

  • New Client Onboarding Teams: Whatfix can transform the onboarding process, allowing these users to incorporate additional features into their software without requiring the development team's input

  • Top Management of Large Companies: These users can benefit from Whatfix's ability to provide hands-on support and quickly generate guides, reducing the number of calls and support costs

  • SaaS Companies: Whatfix allows these users to educate their clients about their system, with excellent support and quick response times, saving hours of communication and making the implementation of new processes easy

  • Whatfix Reviews

    4.6

    Whatfix rating

    4.8

    Ease of use

    4.8

    Customer service

    4.6

    Value for money

    4.8

    Likelihood to recommend

    4.6

    Features

    19 Whatfix Reviews

    4.6 (19 reviews)
    Leave a review
    • Sandra J

      Customization Delight: Whatfix's Impressive UX Design Options

      As a UX designer, I was impressed by the customization options offered by Whatfix. It allowed us to create guides that matched our brand identity perfectly

      August 13, 2024

    • Laura W

      Exceptional Support and Seamless Integration

      Firstly, I have to mention that the customer service from Whatfix is the best I've ever experienced. They are quick to solve any problems and our account manager is always available to assist. Their customer support team is truly exceptional. Secondly, the integration with our CRM has been vital. It offers 24/7 support to our users and has decreased the number of support tickets. We can guide our users to Whatfix content for help or training, providing them with immediate support. I can't think of any downsides. Initially, there was a slight learning curve, especially with the tag functionality, but once you get used to the steps, creating content becomes fast and easy.

      August 3, 2024

    • Diane Smith

      Thriving with Whatfix: A Game-Changer in User Onboarding!

      We had difficulties onboarding users with our previous help center, but Whatfix's task list and guided walkthroughs have greatly enhanced this process. Since we started using Whatfix, we've seen a reduction in support tickets and phone calls. It's still early days, but it appears that users who joined post-Whatfix implementation are less likely to churn. I personally enjoy creating walkthroughs with Whatfix, but the standout feature is their exceptional customer support. My support specialist, Rep, is always ready to assist with everything from setup to maintenance. If I had to point out a downside, it would be that the analytics functionality could be more comprehensive to help identify issues more easily. However, this is a minor issue as Rep has been extremely helpful in ensuring I understand how Whatfix is performing with our app.

      July 30, 2024

    • Forrest M

      Revolutionizing Software Training with Whatfix's Interactive Guides

      As a software trainer, Whatfix has revolutionized how we conduct our training sessions. The ability to create interactive guides has made our sessions more engaging and effective

      July 23, 2024

    • Paul R

      Whatfix: Empowering Customers and Streamlining Support

      As a customer support representative, Whatfix has been instrumental in reducing our ticket volume. The self-help feature empowers users to solve their own issues, freeing up our team to focus on more complex problems

      July 13, 2024

    • John Garcia

      Whatfix: A Game-Changing User Onboarding Tool for Product Managers

      As a product manager, I found Whatfix to be an excellent tool for user onboarding. The interactive guides help new users navigate through our software with ease, improving user adoption rates

      July 6, 2024

    • Kathleen J

      Whatfix: An Effective Tool for Product Demos

      As a sales executive, I found Whatfix to be an effective tool for product demos. The interactive guides helped potential customers understand the value of our software quickly and easily

      June 30, 2024

    • Elijah Williams

      Unlocking Digital Mastery with Whatfix

      With Whatfix, I can make data-driven decisions and provide superior data to my development team, while also guiding our customers through our app. The customer service is outstanding. Once I understood how to use the tools, I realized the possibilities were limitless. However, with so many features and options, it was somewhat challenging to decide what to focus on.

      June 23, 2024

    • Debra B

      Efficient Platform for Interactive User Manuals and Guides: A Whatfix Review

      As a technical writer, Whatfix has made my job easier by providing an efficient platform for creating user manuals and guides. The ability to add tooltips and popups has made our documentation more interactive and user-friendly

      June 15, 2024

    • Flynn S

      Exploring Whatfix: Streamlining Tasks with Interactive Guides

      Whatfix enables me to create interactive guides featuring tooltips, pop-ups, and overlays, enhancing real-time understanding and task performance within a software application. This minimizes the learning curve and increases productivity. However, I found the initial setup and configuration of Whatfix to be complicated and time-consuming. Depending on the software's complexity and the required customization, creating and maintaining interactive walkthroughs or guides can demand significant effort.

      June 8, 2024

    • David

      Enhancing Our Software with WhatFix Overlay

      I have entirely transformed our new client onboarding process using WhatFix as an overlay. Clients view WhatFix elements on our site as part of our program. It enables us to effortlessly incorporate additional features into our software without requiring the Development team's input. The content organization can be a bit challenging, but it becomes intuitive once you get the hang of it. I value the vendor's response, recognizing my suggestions about content organization and integrating them into their roadmap. I am also invited to join the WHATFIX COMMUNITY for updates on future releases and to consult their experts for any questions.

      June 4, 2024

    • Weston

      Seamless Integration: Whatfix for User Engagement

      As an IT professional, I was impressed with the seamless integration of Whatfix with our existing systems. It provided us with a robust solution for our user engagement needs

      May 25, 2024

    • Kimberly A

      Outstanding Whatfix Software Experience

      I strongly endorse Whatfix, an excellent product from a cooperative company. It boasts impressive features and regularly introduces new ones. The company genuinely values user feedback and adjusts their backlog accordingly. However, their communication can occasionally be overly enthusiastic or awkward. I selected Whatfix over two alternatives due to its superior features and more competitive pricing than another.

      May 18, 2024

    • Scott Garcia

      Implementing Whatfix Flows in a Special Education Web-Based Solution

      As a representative of Frontline, a company that provides special education solutions, we use Whatfix primarily to decrease customer calls and offer self-help instructions. We are still in the early stages of using Whatfix, but we are optimistic about the results so far and plan to expand its use across more products. We found the integration of the necessary Java code into our application relatively straightforward, and the Whatfix team is highly proficient in Java, JavaScript, HTML, and related technologies. The online documentation and customer support are also commendable. The software interface for creating flows is user-friendly and intuitive. However, we have asked for the ability to export only selected flows to prevent overwriting files or downloading large file sets. Editing a flow with many steps can be time-consuming. We are grateful for the vendor's assurance that they are addressing these issues.

      May 12, 2024

    • Catherine D

      Enhancing Software Performance: Whatfix's Analytics Feature Review

      As a business analyst, I appreciate the analytics feature of Whatfix. It provides insightful data that helps us understand user behavior and improve our software accordingly

      May 6, 2024

    • Flynn G

      Efficient Onboarding with Intuitive Interface

      it significantly reduced the time spent on training and onboarding. The ease of use and intuitive interface made it a breeze to create guides

      April 29, 2024

    • Janet S

      Slashed Our Support Expenses by 4%

      I implemented Whatfix into the web dashboard of Cuztomise, a platform used by top management of large FMCG, Healthcare and Services companies primarily in India and Europe. Despite having a comprehensive FAQ and user manual, we were receiving numerous calls from users needing assistance with making modifications on the platform. I realized the importance of providing hands-on support for our customers and decided to try Whatfix. Whatfix not only allowed us to provide user support but also helped us quickly generate a lot of guides. I saw a 40% reduction in calls, resulting in significant savings on our support costs. The software is easy to use, allows for quick creation of guides in various languages, and easily converts guides to PDFs and videos. It's also very easy to integrate. My only critique is that I would like it to be available for mobile as well. In response to my review, the vendor informed me that Whatfix is responsive and supports mobile web, as well as hybrid HTML5 mobile.

      April 23, 2024

    • Joan E

      Whatfix: A Lifesaver in Providing Instant, User-friendly Support

      As a SaaS company, we utilize Whatfix to educate our clients about our system. I find the product excellent, particularly the support from Whatfix. My main support member has been incredibly helpful and is almost always immediately available. Despite our busy schedule, implementing new processes or programs has been easy with their help. I've even demonstrated to interested clients how quickly they respond via the built-in messaging system. We are highly satisfied with the professionalism and support from Whatfix. The platform is user-friendly and cost-effective, offering the same or more features than competitors. The content we create with Whatfix saves us hours of communication and is automatically updated across all formats when changes are made. Whatfix is always introducing new features and provides guidance on their implementation. The setup is quick and easy.

      April 16, 2024

    • Lauren G

      Whatfix: A Game-Changing Tool for Project Managers

      As a project manager, I found Whatfix to be an invaluable tool for creating interactive walkthroughs for our software

      April 15, 2024