Whatfix Overview

Whatfix is trusted by enterprises for digital adoption, enhancing employee proficiency with enterprise applications. Companies of all sizes, including Fortune 500 firms, rely on its digital guidance.

Use Cases

Customers recommend Enhancing Digital Adoption Via Personalized Onboarding, Reduce Support Calls, Engagement Management, as the business use cases that they have been most satisfied with while using Whatfix.

Other use cases:

  • Workflow Management
  • Content Management
  • Knowledge Management
  • Create Self-Help Tutorials & Guides
  • Customer Feedback Management
  • Customer Case Management
  • Sending & Publishing Communications
See all use cases See less use cases

Business Priorities

Scale Onboarding Best Practices and Improve ROI are the most popular business priorities that customers and associates have achieved using Whatfix.

Other priorities:

  • Improve Sales Productivity
  • Improve Client Relationship
  • Onboard Existing Users For New Features
See all business priorities See less business priorities

Whatfix Use-Cases and Business Priorities: Customer Satisfaction Data

Whatfix works with different mediums / channels such as Phone Calls.

Whatfix's features include Personalization, In-App Digital Guidance, Ticketing, etc. and Whatfix support capabilities include Chat Support, Email Support, Phone Support, etc. also Whatfix analytics capabilities include Custom Reports, and Analytics.

Reviews

"Nothing irritates me more than whenever I’m trying to partner with a company and they don’t really receive my feedback or are not willing to test the limits and see what we can do,” Castorina told us. “And the Whatfix team was the opposite. They wen...t above and beyond to make our roadmap within Self Help go from a concept to what it is today. So I was really, really happy with that." - Eric Castorina

Whatfix, Quadient CCM platform, SAP Fiori, Optimizely Digital Experience Platform, Contentsquare, etc., all belong to a category of solutions that help Digital Experience Platform. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Whatfix

Top Industries

  • Information Technology and Services
  • Computer Software
  • Internet

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Whatfix is popular in Information Technology And Services, Computer Software, and Internet and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Whatfix Use Cases

How does Whatfix facilitate Enhancing Digital Adoption Via Personalized Onboarding?

Why is Whatfix the best choice for Reduce Support Calls?

How can Whatfix enhance your Engagement Management process?

How efficiently Does Whatfix manage your Workflow Management?

What Are the key features of Whatfix for Content Management?

19+ more Business Use Cases

44 buyers and buying teams have used Cuspera to assess how well Whatfix solved their Digital Experience Platform needs. Cuspera uses 3117 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Digital Experience Platform needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Whatfix testimonial

Eric Castorina

Director of Learning and Performance

TSG
Nothing irritates me more than whenever I’m trying to partner with a company and they don’t really receive my feedback or are not willing to test the limits and see what we can do,” Castorina told us. “And the Whatfix team was the opposite. They went above and beyond to make our roadmap within Self... Help go from a concept to what it is today. So I was really, really happy with that.

Testimonial By Eric Castorina
Whatfix testimonial

Olivia Stanger

Assistant Operations Manager

Baystone Media
Our old system had a place for walkthroughs, and many existing clients missed that feature when migrating to our new platform. We wanted a way to help our clients when we weren’t in the office, and to give back an existing feature that we had in the past. Testimonial By Olivia Stanger
Whatfix testimonial

Abigail Albright

Director EPM

Maxwell Health
Rapid growth is great, but it also comes with a great responsibility towards real-time customer support and satisfaction. After implementing Whatfix, there has been an exponential rise in customer satisfaction without any additional resources. Testimonial By Abigail Albright
CUSTOMERS TESTIMONIALS
Whatfix testimonial

Eric Castorina

Director of Learning and Performance

TSG
Nothing irritates me more than whenever I’m trying to partner with a company and they don’t really receive my feedback or are not willing to test the limits and see what we can do,” Castorina told us. “And the Whatfix team was the opposite. They went above and beyond to make our roadmap within Self... Help go from a concept to what it is today. So I was really, really happy with that.

Testimonial By Eric Castorina
Whatfix testimonial

Olivia Stanger

Assistant Operations Manager

Baystone Media
Our old system had a place for walkthroughs, and many existing clients missed that feature when migrating to our new platform. We wanted a way to help our clients when we weren’t in the office, and to give back an existing feature that we had in the past. Testimonial By Olivia Stanger
Whatfix testimonial

Abigail Albright

Director EPM

Maxwell Health
Rapid growth is great, but it also comes with a great responsibility towards real-time customer support and satisfaction. After implementing Whatfix, there has been an exponential rise in customer satisfaction without any additional resources. Testimonial By Abigail Albright

Case Studies

COMPANY INDUSTRY CASE STUDIES
Whatfix case study

The Select Group
Information Technology and Services
Information Technology and Services
Case Study The Select Group

Learn How The Select Group Facilitated HCM Software Training With Whatfix

Read More
Whatfix case study

The Select Group
Information Technology and Services
Information Technology and Services
Case Study The Select Group

Learn How The Select Group Facilitated HCM Software Training With Whatfix

Read More
Whatfix case study

Corrigo
Computer Software
Computer Software
Case Study Corrigo

Corrigo Uses Whatfix Worldwide To Reduce Customer Training Costs

Read More

Video

Introducing Whatfix AI – Your Ultimate Workplace Assistant.

Video Thumbnail

Frequently Asked Questions(FAQ)

for Whatfix

What is Whatfix?

Whatfix is a Digital Adoption platform enabling users to leverage business applications fully, improve on-boarding experience, provide personalized training, deliver self-service support across product suites and more. It helps enhance user efficiency, enterprise productivity and business outcomes by making it simple for users to adopt technology. Whatfix can be used on Salesforce, MS Dynamics, Oracle CRM and other platforms ensuring successful adoption and usage of these applications.

Whatfix features include provision for personalized context-based help with useful information in-app, walkthroughs and content, enabling enterprises with training effectiveness, micro-learning plans and integration with the LMS system.

Whatfix enables round-the-clock customer support and user help with its knowledge base aggregation feature, and content creation with zero-coding. Insights on user engagement and content relevance, and feedback on walkthroughs is provided by the analytics feature and its integration with survey tools

What is Whatfix used for?

Whatfix is a Digital Experience Platform Software mainly used by its customers to Scale Onboarding Best Practices and Improve ROI by Enhancing Digital Adoption Via Personalized Onboarding, Reduce Support Calls and Engagement Management .

What are the top features of Whatfix?

Personalization, In-app digital guidance and Ticketing are some of the top features of Whatfix.

Who uses Whatfix?

Whatfix is used by Information Technology And Services, Computer Software and Internet among other industries.

What are Whatfix alternatives?

Where is Whatfix located?

Whatfix is headquartered at San Jose, CA.
lightning

Peers used Whatfix for Enhancing digital adoption via personalized onboarding and Reduce support calls

Whatfix Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.28/5 ★

Read Reviews (11)
Custom Reports

3.76/5 ★

Read Reviews (166)
Analytics

3.23/5 ★

Read Reviews (73)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.28/5 ★

Read Reviews (11)
Custom Reports

3.76/5 ★

Read Reviews (166)
Analytics

3.23/5 ★

Read Reviews (73)

Software Failure Risk Guidance

?

for Whatfix

Overall Risk Meter

Low Medium High

Top Failure Risks for Whatfix

Whatfix Private Limited News

Whatfix Unveils ScreenSense: An AI Technology to Shape the Next Frontier of Digital Adoption

Whatfix has introduced ScreenSense, an AI technology aimed at advancing digital adoption.

26/02/2025 - source

Whatfix and Sophos Win ISG Paragon Award for Innovation - SMEStreet

Whatfix and Sophos received the ISG Paragon Award for Innovation.

04/12/2024 - source

Whatfix and Sophos Win Innovation Award at the 2024 ISG Paragon Awards EMEA - Yahoo Finance

Whatfix and Sophos won the Innovation Award at the 2024 ISG Paragon Awards EMEA.

03/12/2024 - source

Whatfix Private Limited Profile

Company Name

Whatfix Private Limited

Company Website

https://whatfix.com/

HQ Location

San Jose, CA

Employees

501-1000

Social

Facebook Linkedin Twitter

Financials

SERIES D