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

"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." - Olivia Stanger

Peer review evidence (same sources as the product rating summary)

"...The tools starts its product tour with a short, 2-minute user onboarding video. ..." Ultimate Guide to Creating Product Tours in 2022
"...Special mention to my CSM, Kritika Kishor who has been immensely helpful, supportive and professional with every request from me and my team...." Peer review by User
"...Whatfix is very customizable and has awesome analytics to give insight to how well customers are interacting with your tips and training pop ups...." Peer review by Chase P., Product Manager

Whatfix, Quadient CCM platform, Contentsquare, RapidSpike, freshping, 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.

Whatfix Customer wins, Customer success stories, Case studies

How does Whatfix address your Enhancing Digital Adoption Via Personalized Onboarding Challenges?

How efficiently Does Whatfix manage your Reduce Support Calls?

How can Whatfix optimize your Engagement Management Workflow?

What benefits does Whatfix offer for Workflow Management?

What benefits does Whatfix offer for Content Management?

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.

CUSTOMERS TESTIMONIALS
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

Amy Boldt

Learning Leader

Sentry

From the beginning Whatfix has been easy to use and work with. The platform is intuitive and has been well received by our developers and learners, but I have to say it’s been the support and responsiveness of the Whatfix team that has made this impact for us. Testimonial By Amy Boldt
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

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

Amy Boldt

Learning Leader

Sentry

From the beginning Whatfix has been easy to use and work with. The platform is intuitive and has been well received by our developers and learners, but I have to say it’s been the support and responsiveness of the Whatfix team that has made this impact for us. Testimonial By Amy Boldt
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
 

Comviva - Mobility Solutions - Large

How Comviva Cut Training and Support Costs with Whatfix's Contextual In-App Guidance

Gurgaon, India

Comviva, a leader in mobility solutions, implemented Whatfix's digital adoption platform to enhance customer onboarding and training. This integration reduced training content creation time and impro...ved user engagement with in-app guidance, video walkthroughs, and a self-help menu. Comviva plans to expand its use of Whatfix by integrating more features like in-app surveys and analytics to further optimize user adoption and training processes.

Read on →
 

Generali Global Corporate & Commercial - Insurance - Very Large

Generali GC&C's AGORA to Partner with Whatfix AI

Milan, Italy

Generali Global Corporate & Commercial has partnered with Whatfix to deploy its AI Digital Platform Adoption across the AGORA platform. This initiative aims to enhance user adoption, data quality, an...d process consistency. Whatfix's ScreenSense technology will provide in-app guidance and analytics, reducing IT support reliance and improving user experience across 27 countries.

Read on →
 

Generali Global Corporate & Commercial - Insurance - Very Large

Whatfix Are Working With Generali GC&C

Milan, Italy

Generali Global Corporate & Commercial (GC&C) has deployed Whatfix's digital adoption platform to enhance user adoption and process consistency across its AGORA underwriting platform. The deployment ...includes AI-native in-app guidance and analytics to improve underwriter proficiency and reduce IT support dependency, aiming for consistent underwriting experiences across 27 countries.

Read on →
 

University of Arizona - Education - Large

Tucson, USA

Whatfix helped the University of Arizona improve Trellis user training and reduce support tickets. The university embedded Whatfix in Trellis and Salesforce Marketing Cloud to provide in-app guidance... and self-help support. Over 382,000 user engagements were recorded, and 96 hours of live training were saved each year. The IT team saw fewer bug tickets and higher user satisfaction. Whatfix enabled better onboarding, faster adoption, and less strain on support staff.

 

Windward Risk Managers - Insurance - Medium

USA

Whatfix helped Windward Risk Managers cut agent support queries by 87% in two months. Over 5,500 agents used in-app guidance and self-help tools within Duck Creek workflows. Agents no longer needed t...o leave their workflow to find help, reducing support calls and speeding up policy processing. Self Help search success rose from 61% to 87%. Embedded training and pop-ups improved agent adoption and reduced confusion.

 

Renewable Energy Group, Inc. - Oil & Energy - Large

Ames, USA

Whatfix helped Renewable Energy Group, Inc. cut time-to-proficiency on Salesforce CRM and Oracle JD Edwards by 50%. New hires now reach productivity in three months instead of six. REG reduced daily ...application-related IT support tickets by 83%. Standardized in-app guidance and analytics improved onboarding, minimized accounting errors, and empowered self-service support. Employees now solve most issues themselves, freeing up resources for strategic work.

Introducing Whatfix AI – Your Ultimate Workplace Assistant.

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Frequently Asked Questions (FAQ)

What buyers ask before choosing 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?

Quadient CCM Platform, Contentsquare, RapidSpike and Freshping are popular alternatives for Whatfix.

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 Inc. News

Executive

Whatfix Names Co-Founder Vara Kumar As CEO Following Passing Of Khadim Batti

Whatfix has appointed Co-Founder Vara Kumar as CEO following the passing of Co-Founder and CEO Khadim Batti. Kumar, who co-founded Whatfix in 2014, will lead the company's next growth phase, focusing on global operations and customer support. Whatfix's platform aids enterprise software adoption with AI-driven solutions.

Executive

Whatfix Elevates Co-Founder Vara Kumar Namburu To CEO - BW People

Whatfix has promoted its Co-founder and Head of Research and Development, Vara Kumar Namburu, to the position of Chief Executive Officer. Namburu, who has been with the company since 2013, will now lead the overall business direction, expanding his role from technology and product development to broader leadership responsibilities.

Executive

Whatfix names co-founder Vara Kumar CEO after Khadim Batti's death

Whatfix has appointed co-founder Vara Kumar as the new CEO following the unexpected death of Khadim Batti. Kumar, who has a background in product and research, including experience at Huawei, will lead the company during this challenging period. Whatfix aims to continue Batti's vision and achieve new milestones.

Executive

Whatfix appoints co-founder Vara Kumar as new CEO

Vara Kumar, co-founder of Whatfix, has been appointed as the company's CEO following the sudden death of Khadim Batti. Kumar emphasized the company's commitment to its vision and operations, ensuring continuity in customer and partner relationships. The leadership transition is being overseen by the executive team and board.

Whatfix Inc. Profile

Company Name

Whatfix Inc.

Company Website

https://whatfix.com/

HQ Location

San Jose, CA

Employees

501-1000

Social

Financials

SERIES D