Whatfix is a leading digital adoption platform that helps companies deliver modern and easy onboarding, effective training and better support to users through contextual content displayed at the time of need. Whatfix in-app content such as walkthroughs and self-help deliver personalised user-journeys to drive productivity and engagement. Simplify your users' adoption journey through targeted personalized information, all the while gathering insights you can use to drive more effective software use.
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.
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.
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!
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.
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.
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.
What I like about Whatfix is the ease of use and can make a walk through in just a few minutes and out to the user to use. More complex integrations required me to contact Whatfix support (Sneha is the greatest!!!) and they have been able to guide me through any issues i have ran into.
If i have to come up with any Cons about Whatfix i would say the Integrations table is getting harder to manage. Reason for this is that my software is vary versatile and users use our software differently and I have to create custom Walk Through's for each. It has taken me a while to manage the Integration portion but Whatfix has been very patient and helpful every step of the way.
Thanks a lot for the comment.
You will no longer face the issue of managing multiple user levels and integrations.
We recently released few usability updates, shifting the control in the integration console to our UI via the Interactive guide segmentation section. It will allow you to segregate the walkthrough on the basis of parameters like User profiles, User personas, URL (page based), and a lot more.
The general support and assistance off whatfix has being a tremendous help in that we are close to realizing our goal of lowered support costs and even happier customers.
The Package is well catered for use by website owners and simple web apps through the help of customer support you are able to get used to using it within a short period of time for the simple areas of the application. Support is almost always available but can be slow with response times, though there is an FAQ to assist your queries. The features available should make most peoples on-boarding and general assistance of their websites a lot easier to navigate.
The only negative I have to say is that whatfix is not catered well for bigger web apps which present the users with multiple options to complete the task they set out to do. I understand now that whatfix is primarily for websites and we are getting to the point of whatfix being the perfect platform for our company so I thank whatfix for being so understanding
Contact Whatfix directly for pricing information.
Whatfix helps in delivering personalised user journeys to the users of your application, starting from onboarding and training to continued engagement. Whatfix works across all applications and is available as a simple, easy-to-install browser extension.
Personalised User Onboarding- With personalized and contextual in-app content you can deliver a simplified and effective onboarding experience to users. You can enhance the experience of your application by displaying useful tips (Smart-tips and Tool-tips), highlight new features (Beacons), create goal-centred task lists (Tasklists) and validate data-entry in real-time (Data Validation).
Reduce Support Costs- Reduce support overhead by guiding users in-app with live help. Our flows can be personalised based on the user and where they are in the application, thus helping them find the relevant information whenever they need. Also, leverage Whatfix smart interactive content (flows, videos etc.) to solve support queries, instead of verbose articles or guides.
Effective Training and Homogenized Help- Our automatically-generated multiformat content makes for more engaging and effective training content compared to traditional training. Videos, pdfs, slideshows can be pulled within your LMS using our SCORM integration to use as a part of learning plan. Our proprietary crawling capability, uniquely makes in-app help available not just from the current application but from enterprise-wide applications to save end-user time in looking for help across applications.
Insights-driven Analytics: Whatfix offers pre-created reports and dashboards that can be used to monitor the usage of your content to provide insights to continuously improve your content. Get detailed information on all your content types, deep-dive to understand how you can drive-up adoption.
Whatfix is a cloud-based tool enabling websites and web applications to go from boring to interesting via interactive guides and walkthroughs, also referred to as Whatfix flows. It’s a platform that makes training and documentation interactive, enhances the self-service potential of your product, and reduces the amount of time to train employees or customers in online processes. This allows organizations to address three important goals: improve customer satisfaction, easily onboard new users, and minimize training time and effort.
Some of Whatfix’s core features include interactive guides and flows, auto-generated slides, articles, and videos, browser extensions, analytics, and collaboration.
Text-based learning materials often lean on the verbose and boring side of things meaning that the learning process easily becomes a chore. Sitting through hours of training sessions isn’t a very appealing prospect either, making it difficult for companies to establish a level of engagement with their customers, participation from their employees, or interest from first-time website users.
Whatfix lets you overcome these challenges by allowing you to create interactive help guides, FAQs, and tutorials that can be embedded across every user touchpoint on your site or web application. No more forcing your employees, visitors, or app users to watch videos or read manuals to perform certain actions. The Firefox and Chrome extensions work on any website.
Our contextual and personalized in-app walkthroughs guide users step-by-step to assist in completing activities in an application. The walkthroughs/flows offer a breakthrough way to onboard new users and help them by providing the right information at the time of need.
Our context-aware algorithms help content creators by automatically creating groups and assigning relevant flows across pages thereby saving a significant amount of time in creating rules manually.
Whatfix auto-creates slideshow, article, or video from the flows you create. By generating reusable content in more engaging formats, we help in multiplying the value of the content you create. Additionally, to help you use this content to drive training, we integrate with all LMSs using our SCORM integration. The content can now be used as micro-learning courses and the learning happening outside of the LMS becomes trackable.
Tasklists can be used to create a goal-centered group of related flows suited for a particular end-user. By showing tasks and completion status, as well as alerts, you can nudge the users to complete tasks and help them on their learning curve.
Use smart-tips and tool-tips to simplify navigation and form-fills for users by adding tips relevant to the current menu item. Our validation feature further helps you make sure that the data being entered is correct and adheres to approved formats.
Use Whatfix analytics to view user and usage data for your content. View information like: the number of times flows have been executed, the point where users are dropping off, user feedback. Pre-predefined dashboards and custom reports provide actionable information on how to increase the usefulness of your content to suit the end-user needs.
Aside from ready-made integrations with Freshdesk, Google Analytics, and YouTube, Whatfix offers an API that businesses can use to integrate any business tool.
Pricing for Whatfix Enterprise, which depends on the features your organization needs, can be obtained from the company’s sales team. A free seven-day trial is available.
Below are some frequently asked questions for Whatfix.
Whatfix offers the following pricing plans:
Pricing model: Subscription
Free Trial: Available
Contact Whatfix directly for pricing information.
Whatfix offers the following features:
Whatfix has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business
Whatfix supports the following languages:
Arabic, Chinese (Simplified), Chinese (Traditional), English, French, German, Hebrew, Irish, Italian, Japanese, Portuguese, Russian, Spanish
Whatfix has the following pricing plans:
Whatfix supports the following devices:
Whatfix integrates with the following applications:
Atlassian Confluence, Freshdesk, Google Analytics, Intercom, JIRA Software, Mixpanel, Moodle, Okta, Salesforce Sales Cloud, Zendesk
Whatfix offers the following support options:
FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials