Whatfix

4.6 (77)
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Accelerate Digital Adoption

Overall rating

4.6 /5
(77)
Value for Money
4.6/5
Features
4.6/5
Ease of Use
4.5/5
Customer Support
4.9/5

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77 Reviews

Vo
Vo
Overall rating
  • Industry: Internet
  • Company size: 5,001–10,000 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Good Support from Tech team

Reviewed on 2017/05/16

Pros

It helps our business easier which guide our customer step by step to understand the system. Our users get understand quickly with our tool.

Cons

We still need more development to make the feature is work well and more friendly to users. This should be fixed.

Mitchell
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Whatfix has saved me, my company and my clients countless hours of frustration by providing...

Reviewed on 2017/12/18

Pros

We are a software as a service company that uses Whatfix to educate our clients on how our system works. This product is great in many ways but my favorite part is the Whatfix support. My main support member, she has been assisting me since the very beginning and makes herself available almost right away if I need something today. We are a very busy company with little time to mess around implementing new processes or programs, with her help it has been incredibly easy. The support is so great that I have shown interested clients (in real time) how fast she responds via the built in messaging system... without her knowing :) - Of course she responded in less than a minute (typical). I could go on and on about our satisfaction with the level of professionalism and support this company provides.

Some other things that we appreciate about Whatfix-
* Very easy to use - building new flows, alerts, popups... very user friendly
* Price is very low compared to competitors while having the same or more features (We reviewed the competitors and did demos for several months before making a decision)
* The content created using whatfix saves hours of communication explaining our software
* Content is automatically created in multiple format (pdf, powerpoint, etc) and can be exported or linked to
* Content is automatically updated across all formats when changes are made
* Whatfix is regularly creating new features for use and provides guidance on how to implement
* Setup is quick and easy
* The built in messaging system for support makes it easy to contact your success manager
* SUPPORT SUPPORT SUPPORT - I cant say it enough. If we ever run into a question, it is answered right away. No waiting days or weeks for an answer or fix... it is just solved right away. This is what Whatfix provides as standard support - absolutely amazing!

We have had several of our clients (users of the flows) interested in using Whatfix for use on their websites and internal software.

James
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Whatfix is Great!

Reviewed on 2019/02/24

We were having an issue fully onboarding users with our old help center. Whatfix's task list and...

We were having an issue fully onboarding users with our old help center. Whatfix's task list and guided walkthroughs have been instrumental in helping us more easily get users up to speed and accelerate their time to value with our product. Also, we have seen a decrease in support tickets and phone calls since the Whatfix implementation. And, although it's pretty early to say for sure, those users who have come on board after our Whatfix implementation have seemed much less likely to churn so far.

Pros

I actually enjoy making the walkthroughs with the Whatfix software, but perhaps the best thing about the software is the customer support staff, which is always at the ready to help with everything from the initial set up to maintenance. Rep, my support specialist, is always ready to answer via email or jump on a call to address any issue. Thanks, Rep!

Cons

While I really do have to stretch to come up with anything I don't like about Whatfix, some of the analytics functionality could be more fully fleshed out to allow me to more easily hunt down issues. But, again, that's a stretch, as Rep has been there every step of the way to make sure I am aware of how Whatfix and our app are getting along.

Ben
Overall rating
  • Industry: Information Technology & Services
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

WhatFix is hands down the best Field Enablement tool!

Reviewed on 2018/08/28

Pros

Whatfix is definitely the simplest when it comes to creation and deployment of interactive walkthroughs. We got the solution to train and support our sales reps on Salesforce and it has been working like a breeze for us. The best part is its multi-formats that are instantly created along with the walkthroughs. I've previously tried out WalkMe for the walkthroughs, but I must say that Whatfix is unquestionably a better alternative. Better Product and Better Support. Shout out to WhatFix team for their awesome help and support!

Cons

None - WhatFix is an extremely flexible tool. It can be applied onto any web-based application and there are many ways to deploy easily.

Brett
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51–200 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent Product, Training and Onboarding

Reviewed on 2018/12/06

Pros

Whatfix is a great product for automating training of web based applications. The customer support and on boarding have been phenomenal. We use if for onboarding right now and plan to expand that into support uses as well as marketing and promotional use cases. I think the ability to easily export scenarios into Powerpoint and articles is very powerful.

Cons

I don't really have any feedback for the product but I will say that for our particular software solution that it is difficult to create re-usable scenarios because we have lots of drill downs that depend on the actual data in the database. This leads to some challenges with maintaining the databases and scenarios. This isn't a knock on Whatfix but just a comment for those considering this type of solution. Please consider maintenance of scenarios over time.

Frank
Frank
Overall rating
  • Industry: Internet
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great customer services, little bit of a learning curve

Reviewed on 2017/05/09

Pros

Does everything we need
Walkthroughs and customizations are great
Simple interface
Multiple formats to export your flows into for training
End-user experience is very direct
The support staff has been a great resource in getting us up and running!

Justin Ong
Justin Ong
Overall rating
  • Industry: Internet
  • Company size: 5,001–10,000 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Good support from the team

Reviewed on 2017/05/11

Pros

It is very informative and easy to use. Impactful to business process and reduce a lot of headcounts to resolve customer issues.

Cons

There are much more developments in the pipeline to make the tool a lot more applicable to business needs.

Kate
Kate
Overall rating
  • Industry: Internet
  • Company size: 501–1,000 Employees
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Great product and amazing customer service and dedication to clients

Reviewed on 2016/04/28

WhatFix has provided our company with an interactive tool to assist our internal sales reps with...

WhatFix has provided our company with an interactive tool to assist our internal sales reps with multi step processes within our Salesforce. It's created an easy to use, easy to navigate system that promotes action and ultimately saves our employees time having to learn new processes. The customer service and response time is extremely impressive. Working with my sales rep, Srihari and my Customer Success rep, Chirabrata has been a great experience. They're both extremely dedicated to their company and their work. I mostly appreciate the proactive outreach they provide and the passion they have to make sure their clients see success from their product.

Response from Whatfix

Thanks for the kind words, Kate. Our Customer Success team is exhilarated with your comment.

Andrew
Andrew
Overall rating
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great product at a great price!

Reviewed on 2018/01/09

Pros

As a company, we made the switch from a high-end competitor to Whatfix and we could not be happier. Originally the decision was driven by the 50% + cost saving we would receive, however, we have been amazed by the ease of use of the system. The team find the UI simple and intuitive with very little guidance to get them creating their own guides.

Cons

Originally speed from Australia was an issue, however, the Whatfix team were very responsive to our feedback and fixed the issue. Thanks!

David
David
Overall rating
  • Industry: Telecommunications
  • Company size: 11–50 Employees
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Easy and quick way to integrate on boarding and support content into your application

Reviewed on 2017/10/06

Pros

-Lots of features to play with
-About as easy as it gets for complicated tasks
-Integration with your existing Google Analytics used with reporting
-Very Helpful WhatFix Team Members always willing to lend a hand (Sneha)

Cons

-Takes a moment to figure out exactly how to get certain elements mapped to perform exactly the way you want. Need a bit of HTML/CSS experience to truly get the most out of the application.

Aditya
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

In App Training made easier

Reviewed on 2023/05/11

It has an easy to use interface with multiple options to achieve what you are looking for

It has an easy to use interface with multiple options to achieve what you are looking for

Pros

It is one of the most easy to use platforms. Helps us not announce new features but also to reduce the support tickets for the FAQs

Cons

Maybe the usability can be better. Retaining the last action of the user, so if the user wants to come back it will be easier.

Amit
Overall rating
  • Industry: Internet
  • Company size: 201–500 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Leader in DAP Category!

Reviewed on 2023/01/15

Extremely satisfied, I saved a lot of $$ using this DAP solutions over onboarding & in-app training...

Extremely satisfied, I saved a lot of $$ using this DAP solutions over onboarding & in-app training for both customers & employees

Pros

Ease of deployment, analytics, and very generous pricing compared to Walkme.

Cons

Translation accuracy & A/B Testing capabilities of the flow.

Alternatives Considered

WalkMe, Pendo and Apty

Reasons for Switching to Whatfix

Category Leader & Pricing
Verified Reviewer
Overall rating
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Incredible product. Phenomenal support.

Reviewed on 2017/06/19

Pros

What is there not to like! Within a few hours of downloading the trial, we were able to create several work-throughs to demo to our team. Customer Representatives have been and continue to be a huge factor in implementing and supporting those work-throughs for self-helps, pop-ups, and tasks. They have been insanely accessible and accommodating, regardless of how simple or technical our questions have been. They have fielded questions from every stakeholder in determining if this is product meets our strategy. They, along with the product, have impressed each of our department's heads who have had interaction. They are more than a support team, they feel very much like co-workers......and even friends.
The above-mentioned features really stand out, however, one of the determining factors is the ability to export/embed the work-throughs as a slide show, PDF, or video. These will be instrumental for our training department, help center, analytics, QA, development and testing departments.

Cons

There are a few enhancements that we are hopeful will be integrated into Whatfix, such as text only helps that can be integrated into Self-Help.

Verified Reviewer
Overall rating
  • Industry: Management Consulting
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Whatfix is a great online learning tool powered by an extremely dedicated and service-oriented...

Reviewed on 2018/03/02

Pros

I think overall it is a very good tool, very easy to set up (which impresses customers), has enough degree of customisation to please customers, really unparalleled customer service.. leaves us a bit in awe here in Western Europe. We are not used to such a good service anymore!
Also, releases come in very short cycles. The product team is very open to suggestions by clients and tries to implement them very quickly.

Cons

Whatfix still lacks some in-depth styling customisations but these are already on the roadmap so they will be available shortly.

Marianne
Overall rating
  • Industry: Telecommunications
  • Company size: 1,001–5,000 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Telenor Norway - review

Reviewed on 2022/03/23

Good support, training and follow up from the WhatFix organisation.

Good support, training and follow up from the WhatFix organisation.

Pros

Easy to use and do not need much training

Cons

The Flows has to work each time for the users. If you do not follow the steps exactly described in the Flow, then you drop out and need to start Flow from the beginning. The End-users does not have time to restart the Flow.

Response from Whatfix

Thank you for your feedback on your experience with Whatfix. We apologize for any inconvenience caused. Our team is continuously improving the user experience based on valuable input like yours.

To address concerns regarding restarting the Flow, Whatfix provides users with the capability to resume at any step if it has been accidentally closed. In the event of an application change, we have implemented a feature that displays a snapshot of the intended step, allowing the flow to remain in a standby state. Furthermore, users are not required to initiate the flow from the beginning, as our platform offers the option to skip specific steps within a Flow based on the current page. This time-saving feature ensures that users do not have to repeat previously completed processes unnecessarily.

We appreciate your feedback and will use it to enhance our documentation and provide clearer instructions.

Verified Reviewer
Overall rating
  • Industry: Pharmaceuticals
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Whatfix has been a huge help to onboarding on clients. Great product support!

Reviewed on 2018/01/01

Pros

Excellent product support. Our account specialist, Kritika, is always available and willing to help us with customization and configuration and has come through in a pinch many times!

Cons

Configuration can be tricky for a novice, but customer support/account support is great and always available.

Olivia
Overall rating
  • Industry: Internet
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Extremely helpful to us and to our customers!

Reviewed on 2017/09/27

Pros

WhatFix continues to come out with new ways to use their product and also comes out with new features. Setting up the product and learning how to use it was a breeze. At first I was overwhelmed by having to create each step, but after the first flow, you really get the hang of it.

Customer support is also great. They always answer with a timely response and I always get my question answered. I was having trouble with a few of the flows I created and I was able to get the help I needed.

Mark
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easy to use on-boarding software with a genuinely caring team behind it.

Reviewed on 2018/12/20

Pros

Extremely easy to use and set up, great analytics, effective tool for new members to any SAAS product. The level of customer service is unrivaled in this industry - can't say enough good things about the entire WhatFix organization.

Cons

It's not technically a "con", but as they say, "you get what you pay for." WhatFix definitely isn't cheap, but I would not expect a product and service of this quality to come at a bargain price. Definitely worth every dollar.

Manzur
Manzur
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

Nice product to reduce overall support queries

Reviewed on 2016/01/29

It helps us to reduce basic 'how to' queries for our website. It is also giving good user experience...

It helps us to reduce basic 'how to' queries for our website. It is also giving good user experience to new users with feature like 'tour', selfhelp etc

Verified Reviewer
Overall rating
  • Industry: Machinery
  • Company size: 51–200 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Whatfix - Good Self-Learning/Training Solution, Even Better Customer Service

Reviewed on 2018/10/31

Pros

Creation of the content, and distribution was near flawless. Getting support for questions, best practice, or future features from the support team, was easy and straightforward.

Cons

Per application fees. Integration with CRM system left much to be desired, but they are in the process of improving that integration. Challenging to get non-digital natives to adopt usage.

Darren
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Great product. In-app help made easy

Reviewed on 2017/12/06

Pros

Instant in-app guides without having to know how to code.
Saves a huge amount of time not having to invest in creating your own system.
A good set of features for the cost.

Cons

Desktop/Browser support only
For advanced targeting of workflow, some coding knowledge is required.
Having the ability to security host video guides would be a great feature.

Mohit
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

Excellent tool to control your support costs

Reviewed on 2015/09/09

Cuztomise is Enterprise Mobility platform for Field services and sales companies. Its a complete...

Cuztomise is Enterprise Mobility platform for Field services and sales companies. Its a complete DIY platform where users can modify workflows and data points and their interactions on the platform by setting some rules. This can become complex for some users for which they take help of our support staff. We implemented Whatfix inside cuztomise administration panel. We have seen 40% reduction in number of support calls over a period of 8 months of our implementation.

Edle
Overall rating
  • Review Source

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  • Ease of Use
  • Customer Support

Very easy, useful tool!

Reviewed on 2015/11/10

I am so glad to have found the whatfix tool. It makes training so much easier! It takes a person...

I am so glad to have found the whatfix tool. It makes training so much easier! It takes a person out of hand holding customers and enabling them to self serve. It is very easy to use and very helpful. Thank you to Chirabrata Das for always being available to answer my questions. He was a great help to me on setting up this tool for Avnet!

Adam
Overall rating
  • Industry: Hospitality
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Empowering Training Initiatives with Flexible Deployment from WhatFix

Reviewed on 2024/12/06

WhatFix has been an excellent partner in supporting our initiatives. Their tools and services have...

WhatFix has been an excellent partner in supporting our initiatives. Their tools and services have not only met our needs but have also enhanced the experience for our customers. The positive feedback we’ve received shows how effective and user-friendly their solutions are!

Pros

My favorite aspect of WhatFix is how intuitive and user-friendly the whole platform is. From the front end to the back end, WhatFix makes sure that I can easily develop and deliver training material to our users while providing users a enhanced experience while on our platform.

Cons

I honestly can't think of anything bad to say about WhatFix!

Alternatives Considered

Docebo

Reasons for Switching to Whatfix

While it was for a different use, we considered adding Docebo to the training delivery but found that WhatFix was more than enough.
Dawn
Overall rating
  • Industry: Banking
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Whatfix Works!

Reviewed on 2023/06/22

We are very pleased with the DAP and the service at Whatfix. We have been using it over a year and...

We are very pleased with the DAP and the service at Whatfix. We have been using it over a year and a half and it has done and continues to do everything they promised it would do. The integration of this tool was very quiet, meaning, we implemented it and only received positive feedback. There was no scrambling to get it aligned or working correctly, nor did we have any negative comments about how it was interacting with our system, or irritation about seeing something new! It is pretty common to implement a tool and get some amount of negative response or technical issues at launch. We launched it...and it just worked! We receive positive feedback frequently and the word is getting out across the company. We now have enough positive awareness about Whatfix that other department leads are requesting that we "Whatfix" their tools. We have now increased our investment enterprise wide and look forward to the benefits across more of our platforms.

Pros

Whatfix has so many useful features. Some of the smallest but have large impacts are the Beacons and the popups. These functions allow us to communicate changes within our processes and products almost instantly. Previously, communicating rapid or sudden changes would take time, and during that time, customers and employees are either waiting to be able to deliver the appropriate information or service, or they have incorrect information. this creates tickets and complaints. Being able to deliver information as rapidly as we can using Whatfix has reduced the time gap exponentially! The guided walk-throughs are also incredible. Realistically, what should you expect a newly hired employee to remember right after class. With so many policies, processes, and procedures, the expectation to "just know it" is unfair. Whatfix takes the stress off of the employee to instantly master something. Whatfix helps create an environment of trust, comfort, and confidence because the tools are "at the ready"! The DAP is amazing and intuitive.The other pro to Whatfix is their service. In my personal and professional life, Whatfix is #1 in client support and customer care. I just don't experience this level of service from anyone else! Friendly, efficient, and focused on our success!

Cons

I just can't think of any cons at this time!

Response from Whatfix

Hi Dawn,

Thank you for the review. We appreciate you taking the time to share your candid feedback. We're glad your team loved the various Whatfix features, and that you had a pleasant onboarding and implementation experience. It's something we've worked hard on, so it's great to hear the positive feedback. Thanks again for taking the time to leave us a review!

Best,
Your Whatfix Team