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

"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." - Abigail Albright

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

What Are the key features of Whatfix for Enhancing Digital Adoption Via Personalized Onboarding?

How can Whatfix enhance your Reduce Support Calls process?

How efficiently Does Whatfix manage your Engagement Management?

What makes Whatfix ideal for Workflow Management?

What Are the key features of Whatfix 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

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
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

Charlotte Binder

Project Manager Business Solutions & Corporate Projects

Hays
In my opinion, the Whatfix DAP is not just a tool that’s going to help me in realizing my vision of new, easy onboarding. I felt like this is a feature-rich platform, which is rolling out release after release of new features that can be incorporated in the user education experience. Testimonial By Charlotte Binder
CUSTOMERS TESTIMONIALS
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
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

Charlotte Binder

Project Manager Business Solutions & Corporate Projects

Hays
In my opinion, the Whatfix DAP is not just a tool that’s going to help me in realizing my vision of new, easy onboarding. I felt like this is a feature-rich platform, which is rolling out release after release of new features that can be incorporated in the user education experience. Testimonial By Charlotte Binder
 

Whatfix Powers GenAI-Driven Digital Transformation Across the Global Financial Services Sector

Whatfix is driving digital transformation in the financial services sector with its GenAI-powered product suite. This suite includes digital adoption tools, no-code analytics, and application simulat...ion, tailored for financial institutions to enhance productivity, compliance, and user engagement. Whatfix's solutions are trusted by major financial entities like ICICI Bank and Old Mutual, achieving significant reductions in onboarding time and operational costs.

Read on →
 

Whatfix Powers GenAI-Driven Digital Transformation Across the Global ...

Whatfix is driving digital transformation in the financial services sector with its GenAI-powered product suite. The suite includes digital adoption tools, no-code analytics, and application simulati...ons, enabling institutions to enhance productivity and compliance. Trusted by major financial entities like ICICI Bank and Old Mutual, Whatfix's solutions offer significant ROI and user engagement improvements. The company is expanding its industry strategy, focusing on banking, lending, and wealth management, supported by its GenAI Agents.

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Whatfix: How Heineken Boosts User Adoption and Drives Digital Transformation at Scale

Heineken leverages Whatfixs digital adoption platform to enhance user adoption and accelerate its digital transformation initiatives, enabling streamlined onboarding and improved productivity across ...its global workforce.

Read on →

Sentry Insurance - Insurance - Large

Whatfix Digital Adoption Platform helped Sentry Insurance save $950,000 in training, support, and productivity costs. Sentry used Whatfix to create in-app learning and self-help across eight applicat...ions, including Workday and Guidewire PolicyCenter. The solution reduced training content creation time by 40% and cut 100 daily support tickets. Sentry improved user onboarding, support, and customer satisfaction with Whatfix's no-code tools. The platform enabled fast integration and supported over 75,000 customers and 2,000 associates.

Read on →

Smartbox Group - Consumer Goods

Whatfix helped Smartbox Group improve its partner management portal. Partners had trouble logging in and using the portal, leading to high error rates and support tickets. Smartbox used Whatfix to ad...d in-app guidance and self-help support. This reduced login errors by 20% and cut partner support tickets by 15%. Over 30,000 weekly logins are now supported with in-app guidance. 75% of partners find what they need using the self-help search.

Read on →

AbleTo - Health, Wellness And Fitness - Large

Whatfix Digital Adoption Platform helped AbleTo scale its provider community 10x and save $71,000 in training and onboarding time. AbleTo used in-app guidance to onboard 2,500 clinical therapists and... coaches. Patient task completion increased by 50%. Clinical team meetings now focus fully on care delivery, not system support. Whatfix improved provider experience and helped AbleTo meet rising demand for virtual mental health services.

Read on →

Introducing Whatfix AI – Your Ultimate Workplace Assistant.

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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?

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

Product

Whatfix Targets Healthcare EHR Friction With AI-Driven Workflow Tools - TipRanks.com

Whatfix is introducing an AI-powered suite to enhance electronic health record (EHR) workflows for clinicians. The tools aim to improve usability and efficiency, potentially increasing Whatfix's presence in the healthcare sector. This focus on EHR optimization could lead to stable, recurring revenues from healthcare providers, differentiating Whatfix in the digital adoption market.

Read more →
Product

Whatfix empowers healthcare organizations with an AI-powered suite to simplify electronic ...

Whatfix introduces an AI-powered suite designed to streamline electronic health record management for healthcare organizations. This suite aims to enhance user experience and operational efficiency by simplifying complex workflows.

Read more →
Product

Whatfix Doubles Down on Healthcare with AI-Powered Suite to Erase the EHR Burden and ...

Whatfix has launched a new healthcare industry vertical, leveraging AI to enhance Electronic Health Record (EHR) usability and reduce clinician burnout. The suite includes a Digital Adoption Platform, AI-driven training, and analytics, powered by Whatfix's proprietary AI technology, Screensense. This initiative aims to streamline workflows, improve patient care, and address EHR usability challenges in healthcare.

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Product

Whatfix launches role-aware AI agents to drive enterprise efficiency - DQIndia

Whatfix has launched three role-aware AI agentsAuthoring, Insights, and Guidanceto enhance enterprise efficiency by reducing manual tasks and enabling zero-click outcomes. These agents integrate with existing workflows, offering tailored solutions for business users, data analysts, and end users. Powered by Azure OpenAI models, they are designed to streamline processes, improve speed, accuracy, and reduce manual effort across various roles.

Read more →

Whatfix Inc. Profile

Company Name

Whatfix Inc.

Company Website

https://whatfix.com/

HQ Location

San Jose, CA

Employees

501-1000

Social

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Financials

SERIES D