Whatfix Overview

What is Whatfix?

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.

Whatfix Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact Whatfix directly for pricing information.


Whatfix Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
Arabic, Chinese (Simplified), Chinese (Traditional), English, French and 8 others, German, Hebrew, Irish, Italian, Japanese, Portuguese, Russian, Spanish

Media

Whatfix Analytics: 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.
See live: See walkthroughs play live to support with onboarding and learning of users
Pop-up: Use pop-ups to embed video and other messages to alert and inform users. It's also possible to schedule these for a future date and time
Intelligent Segmentation: Automatically contextualize walkthroughs based on the user and their location in the application, without needing to manually configure any rules or configuration.
Self-Help: Provide contextual, in-app help to users by pulling it in from various sources and knowledge-bases to enable a self-serve mode and reduce support costs
Widgets: Whatfix has various widgets such as Self-help, Tasklist, Smart-tips, Smart pop-ups, Guided pop-ups to help you deliver onboarding, training and support at the right time and the right location in the application
Walkthroughs: Create walkthroughs with zero-coding and deliver personalised step-by-step help to users to drive engagement and enablement
Various different options to help you choose the most relevant type of information for most effective onboarding and engagement
Whatfix video Whatfix screenshot: Whatfix Analytics: 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. Whatfix screenshot: See live: See walkthroughs play live to support with onboarding and learning of users Whatfix screenshot: Pop-up: Use pop-ups to embed video and other messages to alert and inform users. It's also possible to schedule these for a future date and time Whatfix screenshot: Intelligent Segmentation: Automatically contextualize walkthroughs based on the user and their location in the application, without needing to manually configure any rules or configuration. Whatfix screenshot: Self-Help: Provide contextual, in-app help to users by pulling it in from various sources and knowledge-bases to enable a self-serve mode and reduce support costs Whatfix screenshot: Widgets: Whatfix has various widgets such as Self-help, Tasklist, Smart-tips, Smart pop-ups, Guided pop-ups to help you deliver onboarding, training and support at the right time and the right location in the application Whatfix screenshot: Walkthroughs: Create walkthroughs with zero-coding and deliver personalised step-by-step help to users to drive engagement and enablement Whatfix screenshot: Various different options to help you choose the most relevant type of information for most effective onboarding and engagement

Whatfix Reviews

Whatfix Reviews

Overall rating
4,7
/
5
Excellent
38

Very good
20

Average
0

Poor
0

Terrible
0

Value for Money
4,6
Features
4,6
Ease of Use
4,5
Customer Support
4,9
100% recommended this app
Iziar R.

Help your customers understand your platform


Hal R.

Whatflow flows implementation in a special education web based product

Frontline provides special education solution services to thousands of school districts nation wide and abroad. The business need for interactive flows in our case is primarily to reduce customer calls and provide self-help instruction while simultaneously allowing the customer to complete their work. While use of the Whatfix product is still in its infancy (i.e. initial rollout was a pilot with a few districts and two products), we are encouraged by what we see thus far, and plan to implement the feature across a wider spectrum of products and thus make it available to more end-users.


Rory R.

An extra layer of our software

We have rewritten our entire onboarding process for new clients using WhatFix as an overlay. When clients see a WhatFix element on our site they think that it is part of our program.


Tim L.

good APP


Mohit J.

Reduced our support costs by 40%

We implemented whatfix inside web dashboard of Cuztomise used by top management of large FMCG, Healthcare and Services companies mostly in India and Europe. Cuztomise platform is a complete DIY platform which enables companies to swiftly make changes to workflow.

We use to get a lot of calls from users in our support center asking help on making various modifications on platform. Even after having a complete FAQ and user manual, still users felt comfortable doing changes while on line with our support staff. We quickly realised that its very crucial for us to provide hand holding for our customers. Then we decided to try Whatfix .

Whatfix not only allowed us to provide user handholding but instantly helped us generate lot of guides which can literally be created by anyone quickly. We have experienced 40% reduction in calls which means lot of savings on our support costs.


Iziar R.
Industry: Computer Software
Company size: 11-50 Employees

Help your customers understand your platform

Used Daily for 6-12 months
Reviewed on 2018/01/29
Review Source: GetApp

Pros

This application is really easy to use for you and your clients. Since we created a platform with so much content in TravelContact, Whatfix helps our customers know every detail we offer.
Now our clients, such as travel advisors, agencies, DMC have two different tools to make life easier for them.

On the other hand Whatfix´s support team has been impressive, they have solved every doubt or inconvenience that we have presented throughout the process.

Cons

We would like the information inside the Whatfix platform to have different views, since they use very large boxes that take up a lot of space on the screen. This doesn't allows you to see all the content when you have created many flows.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Hal R.
Industry: Computer Software
Company size: 51-200 Employees

Whatflow flows implementation in a special education web based product

Reviewed on 2016/07/15
Review Source: GetApp

Frontline provides special education solution services to thousands of school districts nation wide and abroad. The business need for interactive flows in our case is primarily to reduce customer calls and provide self-help instruction while simultaneously allowing the customer to complete their work. While use of the Whatfix product is still in its infancy (i.e. initial rollout was a pilot with a few districts and two products), we are encouraged by what we see thus far, and plan to implement the feature across a wider spectrum of products and thus make it available to more end-users.

Pros

Implementing the required java code into our application we found to be relatively easy (i.e. needs hours not days or weeks). When and if needed, their team is extremely technical where java, java scripting, html and related technologies are concerned. The Whatfix documentation made available via the Internet is also very good. Moreover, the Whatfix customer support is also very good and we found them to be extremely flexible when organizing meetings, especially given the time zone difference. Their software interface to create the flows is also easy to use and largely intuitive.

Cons

Flows must be exported in their entirety and we have requested that an option be provided to export only those flows that are desired at a particular time so as to avoid having to overwrite files and/or download large file sets. Once a flow is created and if it consists of many steps, should there be a need to edit one or more steps, depending on the nature of the edit it can be a bit time consuming.

Response from Quicko Technosoft Labs PVT LTD

Thanks for the review, Hal.

We are working towards building the framework for selective actions on the flows, which should be released soon.

As per your feedback, our UX team is currently improving the editing experience.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Rory R.
Industry: Printing
Company size: 11-50 Employees

An extra layer of our software

Used Daily for 1+ year
Reviewed on 2020/09/29
Review Source: Capterra

We have rewritten our entire onboarding process for new clients using WhatFix as an overlay. When clients see a WhatFix element on our site they think that it is part of our program.

Pros

WhatFix makes it easy to add functionality to our software offering without the need for Development to get involved.

Cons

The organization of content can be a bit frustrating but once you get the hang of it, it makes sense.

Response from Whatfix

Hey Rory,

Thank you for taking the time and leaving us a positive review. Customer experience and satisfaction is our priority. We have also noted your suggestions regarding the content organization, and have incorporated them in our roadmap. You can also visit the WHATFIX COMMUNITY to know more about our upcoming releases. Our experts are just a message away to all your queries. Thank you once again for your review!

Best,
Pratheek

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Tim L.
Industry: Telecommunications
Company size: 10 000+ Employees

good APP

Used Weekly for Free Trial
Reviewed on 2018/08/01
Review Source: GetApp

Pros

Whatfix is a very good software and it is easy to use and help guide the customer step by step to resolve their concerns.

Cons

The price is a little high. It is lack of analytical features. Some features is not easy to configure.

Rating breakdown

Ease of Use

Likelihood to recommend: 6.0/10

Mohit J.
Industry: Information Technology & Services
Company size: 11-50 Employees

Reduced our support costs by 40%

Reviewed on 2015/09/09
Review Source: GetApp

We implemented whatfix inside web dashboard of Cuztomise used by top management of large FMCG, Healthcare and Services companies mostly in India and Europe. Cuztomise platform is a complete DIY platform which enables companies to swiftly make changes to workflow.

We use to get a lot of calls from users in our support center asking help on making various modifications on platform. Even after having a complete FAQ and user manual, still users felt comfortable doing changes while on line with our support staff. We quickly realised that its very crucial for us to provide hand holding for our customers. Then we decided to try Whatfix .

Whatfix not only allowed us to provide user handholding but instantly helped us generate lot of guides which can literally be created by anyone quickly. We have experienced 40% reduction in calls which means lot of savings on our support costs.

Pros

- Easy to use, quickly create guides in various languages
- Easily convert guides to PDF, videos in few clicks
- Very easy to integrate

Cons

- Not exactly a con, but i would like it to be available for mobile also.

Response from Quicko Technosoft Labs PVT LTD

Thanks for the amazing review, Mohit.

Currently, Whatfix is responsive and supports mobile web. Whatfix also supports hybrid HTML5 mobile apps.

Rating breakdown

Value for Money
Ease of Use
Customer Support

User recommendation
9/10
Based on 58 user ratings
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Whatfix Pricing

Whatfix Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact Whatfix directly for pricing information.

Contact Whatfix directly for pricing information.

Value for Money
4,6/5
Based on 58 user ratings
Compare value for money rating with alternatives
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Whatfix Features

Whatfix Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4,6/5
Based on 58 user ratings
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Categories

Additional information for Whatfix

Additional information for Whatfix

Key features of Whatfix

  • Analytics
  • Autogenerate as Slides, PDF, Videos
  • Collaborate to build and maintain guides
  • Dynamic URL support
  • Interactive Guides & Walk-throughs
  • Multi device support
  • Multilingual
  • SCORM compliant
  • SSL support and all browser compatible
  • Self hosting
  • UI Customization
  • User level tracking
  • White label
  • Widgets, link & API
  • Works across environments

Benefits

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 and xAPI 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 FAQs

Whatfix FAQs

Below are some frequently asked questions for Whatfix.

Q. What type of pricing plans does Whatfix offer?

Whatfix offers the following pricing plans:

Pricing model: Subscription

Free Trial: Available

Contact Whatfix directly for pricing information.

Q. What are the main features of Whatfix?

Whatfix offers the following features:

  • Analytics
  • Autogenerate as Slides, PDF, Videos
  • Collaborate to build and maintain guides
  • Dynamic URL support
  • Interactive Guides & Walk-throughs
  • Multi device support
  • Multilingual
  • SCORM compliant
  • SSL support and all browser compatible
  • Self hosting
  • UI Customization
  • User level tracking
  • White label
  • Widgets, link & API
  • Works across environments

Q. Who are the typical users of Whatfix?

Whatfix has the following typical customers:

Small Business, Large Enterprises, Public Administrations, Non Profit, Mid Size Business

Q. What languages does Whatfix support?

Whatfix supports the following languages:

Arabic, Chinese (Simplified), Chinese (Traditional), English, French, German, Hebrew, Irish, Italian, Japanese, Portuguese, Russian, Spanish

Q. What type of pricing plans does Whatfix offer?

Whatfix has the following pricing plans:

Subscription

Q. Does Whatfix support mobile devices?

Whatfix supports the following devices:

Android

Q. What other apps does Whatfix integrate with?

Whatfix integrates with the following applications:

Atlassian Confluence, Bullhorn, Freshdesk, Google Analytics, Jira, Mixpanel, Moodle, Okta, Salesforce Sales Cloud, Zendesk

Q. What level of support does Whatfix offer?

Whatfix offers the following support options:

FAQs, Online Support, Phone Support, Knowledge Base, Video Tutorials