Whatfix Reviews & Product Details

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

Whatfix

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.

Overview Provided by:

Recent Whatfix Reviews

Ka C.
KC
Ka C.Small-Business (50 or fewer emp.)
4.0 out of 5
"The Whatfix team is always there when you need them."
The product and support teams are always committed to finding solutions to our issues.
Dawn M.
DM
Dawn M.Enterprise (> 1000 emp.)
5.0 out of 5
"Bri4dging the gap with Whatfix"
Whatfix is an amazing company to partner with and stands out across our company as a vendor that is a true partner who is always at our side for su...
Verified User
A
Verified UserEnterprise (> 1000 emp.)
5.0 out of 5
"Reliable Onboarding, Outstanding Support"
The onboarding support from Whatfix was above and beyond. I’ve had challenging experiences rolling out new platforms before, but this time I felt g...

Pricing Insights

Averages based on real user reviews.

Time to Implement

3 months

Return on Investment

11 months

Average Discount

12%

Perceived Cost

$$$$$
View More Pricing 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
Play Whatfix Video
Play Whatfix Video

Official Downloads

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377 Whatfix Reviews

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377 Whatfix Reviews
4.6 out of 5
377 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
G2 reviews are authentic and verified.
Dawn M.
DM
Learning Manager
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
Rating Updated ()
What do you like best about Whatfix?

Whatfix is an amazing company to partner with and stands out across our company as a vendor that is a true partner who is always at our side for support, to improve, to ideate with, and is trusted to work with us for the greater good of our company and our success. They are constantly evolving their product for performance and value. Whatfix cares to take feedback and work actionably on it, even the slightest improvement is considered and applied. I am not sure I have ever worked with a vendor that not only expresses concern for our product needs and results, but efficiently...very efficiently, works to quickly resolve technical issues and ensure our needs are met. It is possible, as we do, to have a very connected and successful working relationship with everyone at Whatfix. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I currently don't have any dislikes with Whatfix. I will be surprised if I do find something I dislike. Review collected by and hosted on G2.com.

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

Whatfix has many key purposes. We use it for onboarding, training, guidance while working, change management, alerts, and surveys. Using Whatfix not only guides and acts as a ready resource for users, it also allows us to engage new hires with the new information, which helps secure them in their role, but also acts a statement of record for learning to ensure that learning was appropriately received. Whatfix as a resource allows our users to feel confident in accessing needed guidance at the time of work which improves comfort and performance. The analytics provide us with a way to understand application use and steer behaviors that could prove to have a negative impact and reduce risks. The analytics also help us to understand application adoption and time to efficiency, as well as when we can replace live training scenarios with Whatfix, the time saved for training and employees is placed back into production activities. Another important factor to mention is how the Learning & Development department has bridged their communication, awareness, and strategic vision of business activity with IT, Information Security, and other departments in the bank. This allows us to offer impactful solutions with teams that may have never reached out for help. Review collected by and hosted on G2.com.

Response from Ashish Ninan of Whatfix

Hello Dawn,

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.

Regards,

Ashish

Leo P.
LP
Senior Digital Learning Technologist
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Whatfix?

WhatFix is a great tool for supporting the adoption of digital platforms for users without being overly obtrusive. It provides a wide range of tools and features to help target content to users effectively, providing necessary support exactly where it is needed and without the need of creating support tickets.

Their support team are very responsive and keen to help achieve solutions and effective implementation, encouraging an effective and collaborative partnership for delivering success across systems. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Setting up a projects can take time and you don't always know that you are going to get it right until it's in the hands of your end users. However, when you get it right, the time spent becomes time saved for the organisation. Review collected by and hosted on G2.com.

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

Whatfix has helped us overcome short comings in our platforms that would have otherwise caused a significant load on our ability to provide appropriate support. Through effective implementation of content through Whatfix we have been able to mitigate issues that could risk our reputation with stakeholders until improvements have been made in the core systems that we apply Whatfix to.

Whatfix has also been helpful in helping us gain insights into user behaviours so that we can guide and support adoption of underutilised features and so maximise our use of the platform. Review collected by and hosted on G2.com.

Adam C.
AC
Director Of Training
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Rating Updated ()
What do you like best about Whatfix?

Whatfix truly listens to its customers and consistently strives to exceed expectations by delivering innovative solutions. A great example of this is when I previously mentioned the need for automated analytics. Not long after, Whatfix introduced the ability to schedule insight reports—an incredibly helpful feature that I now rely on regularly. It’s just one of many ways they show they’re not only listening, but actively evolving with their users’ needs. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The path Whatfix is on clearly establishes them as a powerhouse in the Digital Adoption Platform space. While it's hard to pinpoint what needs improvement, I’m confident they’ll continue to innovate and deliver forward-thinking solutions. Review collected by and hosted on G2.com.

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

WhatFix has become the way our users not only conduct their self-paced training but also expand the materials within that training to provide a self-service widget. With the QuickRead feature, its not long till our users can experience a customer service bot to seamlessly answer their questions. Review collected by and hosted on G2.com.

Response from Gayatri Karthy of Whatfix

We're glad to hear that you find Whatfix's wide range of tools resourceful and easy to use. We appreciate your feedback and will continue to work on improving our automation and analytics capabilities.

HD
Global procurement and sourcing specialist
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
What do you like best about Whatfix?

I particularly appreciate the solution's analytics, which provide valuable insights. Real-time guidance is essential, and I like the dynamic nature of it, as it is not a static process and requires continuous adaptation based on reporting. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I graded Whatfix with 8 out of 10 on a satisfaction scale. While I appreciate the solution's analytics and real-time guidance, I dislike the very technical aspect of the process. It often requires IT support and cannot be completely standalone. From content creation with separators to analytics, it demands more learning by doing than I would prefer, given other business priorities. Review collected by and hosted on G2.com.

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

Expectations:

Reduced user errors during the procurement process.

Lower cycle time for procurement activities.

Higher "right first time" ratio for tasks.

Easier access to answers on the platform.

Increased traffic and visibility for the indirect procurement intranet site.

Current Observations:

Slight traffic increase on the platform.

Too early to evaluate other impacts. Review collected by and hosted on G2.com.

Verified User in Food & Beverages
AF
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Whatfix?

The onboarding support from Whatfix was above and beyond. I’ve had challenging experiences rolling out new platforms before, but this time I felt genuinely supported. The project management was clear and responsive, even when our internal timelines shifted, the Whatfix team stayed agile and kept us on track. Every person on the team is fantastic to work with. The software is intuitive, and while I still have more to learn, I feel confident knowing I can lean on Whatfix’s resources and support team. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The technical implementation side had a steeper learning curve than I expected. While I had strong support from the team, some of the more technical components required a level of understanding I couldn’t quite take on during onboarding. Review collected by and hosted on G2.com.

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

We’re using Whatfix to improve the way we support team members navigating our internal systems. It helps us deliver just-in-time training, improve process adherence, and reduce confusion. The platform is a big step forward in how we communicate key updates and support behaviors at scale. Review collected by and hosted on G2.com.

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

The standout feature of Whatfix is undoubtedly its customer support. The support team is highly responsive, knowledgeable, and always willing to go the extra mile to resolve issues or provide guidance. Whether it’s a quick query or a complex implementation need, they ensure you’re never left hanging. This level of support makes adopting and scaling Whatfix much easier and more effective. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

While the platform is powerful, the initial setup can be slightly complex, especially for first-time users. It takes some time to get fully comfortable with all the features and customization options. Also, occasionally, some updates in our application UI cause certain Whatfix flows to break, requiring manual intervention. Review collected by and hosted on G2.com.

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

Problem: High volume of support queries

Solution: With in-app guided workflows and self-help widgets, users can resolve their issues independently without contacting support.

Benefit: This has significantly reduced the number of repetitive support tickets, allowing our support team to focus on more complex issues.

Problem: Low user adoption of new features

Solution: Whatfix allows us to create contextual pop-ups, tooltips, and walkthroughs that highlight new features directly within the product.

Benefit: This has improved feature adoption rates and ensures users are always aware of the latest updates.

Problem: Difficult onboarding for new users and employees

Solution: Interactive product tours and step-by-step flows help onboard new users and internal teams without the need for extensive documentation or one-on-one training.

Benefit: Faster onboarding times and better first-time user experience, which directly improves customer satisfaction and retention. Review collected by and hosted on G2.com.

Verified User in Transportation/Trucking/Railroad
TT
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Whatfix?

Whatfix makes it easy to create in-app guides, pop-ups, and walkthroughs that help users navigate complex platforms with less need for formal training. The editor tool is intuitive, and the ability to publish updates quickly is a big plus. Analytics provide helpful insight into which content is being used and where users may be struggling. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Support isn’t always familiar with the specifics of our product, which can slow down issue resolution at times. A deeper understanding would make the process more efficient. Review collected by and hosted on G2.com.

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

Whatfix helps us onboard users faster and reduces the need for traditional training by providing guidance directly within the platform. It’s solving the challenge of supporting a diverse user base with varying levels of experience, while also keeping our training content current as the product evolves. Review collected by and hosted on G2.com.

Audra H.
AH
Sr. Training Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Whatfix?

Very easy to configure content, add other content writers and quick implementation. Whatfix has a easy to understand training sessions and written instructions. Whatfix has eliminated the need for me to write end user job aids and email communication, using Whatfix for all the end user communication and system awareness. The customer support is attentive and timely, helping when needed in a timely fashion. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

N/A. Need more user conferences in NJ area. Review collected by and hosted on G2.com.

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

End users not reading job aids, remembering data entry nuances, and determining what is important to the end user by understanding their click actions. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Rating Updated ()
What do you like best about Whatfix?

- We are able to segregate content by role tags, allowing us to push the right content to the intended end users.

- The ability to preview flows and make adjustments as you go is great.

- They are always bringing out new features and improvements.

- They implement quarterly check in meetings.

- Their support team is attentive

- There are various content pieces that you can add.

- Their onboarding is throurough. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

- Unable to filter reports based on a year period.

- Now and then we struggle with flows not working due to specific elements that had been selected.

- Have struggled with flow branching but this may be a user issue. Review collected by and hosted on G2.com.

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

- It minimizes training. We have a task list that assists new users with learning our software.

- We are able to easily push banners to our software, quickly informing end users of changes.

- Provides self help content. Review collected by and hosted on G2.com.

EG
Dir L&D
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
Translated Using AI
What do you like best about Whatfix?

The tool allows us to accelerate the adoption of two key applications for our organization. The customer support is responsive, professional, and efficient, assisting us all the way to find solutions. The initial handling of the tool is quite quick for the first features. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The lack of French-speaking interlocutors to accompany us Review collected by and hosted on G2.com.

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

less user support, better data quality, just-in-time learning Review collected by and hosted on G2.com.