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 Development and Support team have also been exceptional...." Peer review from Information Technology and Services
"...Time is a valuable resource and Whatfix helped gain some time back by cutting down on repeated training and reduced help desk request...." Peer review by Nathan L, Senior Solution Engineer
"...Whatfix has been critical to Maxwell Health s success in creating smart and engaging customer-facing content...." Case Study The Select Group

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?

What makes Whatfix ideal for Reduce Support Calls?

How does Whatfix facilitate Engagement Management?

What makes Whatfix ideal for Workflow Management?

How can Whatfix enhance your Content Management process?

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
 

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.

Read on →
 

Whatfix - Information Technology And Services - Medium

San Jose, USA

Whatfix used its own digital adoption platform to onboard 620 new employees remotely. The team created personalized, in-app onboarding and training for over 120 internal applications. Self Help featu...res resolved 941 HR queries in three months, reducing manual support. Engagement tools like pop-ups and badges increased employee interaction and productivity. Whatfix improved time-to-proficiency and kept remote teams connected using its platform.

 

The Select Group (TSG) - Information Technology And Services - Medium

Raleigh, USA

Whatfix helped The Select Group train 200 recruiters each year on Bullhorn ATS. Recruiters accessed 24/7 in-app guidance and self-help, resolving most ATS issues independently. 89% of self-help searc...hes answered recruiter IT support queries. TSG digitized onboarding and training, speeding up time to competency for new and tenured employees. Managers and engineers found it easier to build and deploy training content. Whatfix analytics guided content creation, improving help resources over time.

 

Travelport - Hospitality - Large

Langley, UK

Whatfix helped Travelport speed up adoption of Travelport+ for both internal teams and customers. The platform brought in-app guidance, hands-on simulations, and analytics directly into workflows. Th...is made onboarding easier and reduced IT support tickets. Travelport used Whatfix Mirror to create safe training simulations for complex scenarios. Analytics let Travelport spot user friction and improve the experience after launch. The result was faster user readiness and better support for agencies and teams.

 

Riversand (now part of Syndigo) - Information Technology And Services - Large

Houston, USA

Whatfix helped Riversand onboard over 18,000 users with in-app guidance. Riversand used Whatfix to centralize training, reduce time spent switching between resources, and deliver contextual help. The... Self Help and Pop-Up features enabled 89% engagement on critical updates and a 200% increase in webinar attendance. Riversand also leveraged multilingual support for global users. The partnership led to improved user experience and recognition in Gartner and Forrester reports.

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 Highlights AI-Based Conversational Analytics for Product Insights

Whatfix introduces AI-driven conversational analytics to enhance product insights, enabling businesses to better understand user interactions and improve digital adoption strategies.

Awards

CyberVadis Platinum Rating Strengthens Whatfix's Cybersecurity Credentials

Whatfix has received a Platinum rating from CyberVadis, enhancing its cybersecurity credentials. This recognition underscores Whatfix's commitment to maintaining high security standards.

Product

Whatfix Study Reveals $10.9M Annual Losses from Poor Digital Adoption

Whatfix, an AI-native platform, released a study with Forrester Consulting revealing that poor digital adoption can cost mid-sized enterprises $10.9 million annually. The study highlights the importance of Digital Adoption Platforms (DAPs) in enhancing AI investments and improving user experience. It emphasizes the need for governance and workflow integration to achieve measurable outcomes.

Product

Workplace software startup Whatfix flags cost of poor adoption

Whatfix commissioned a Forrester Consulting study revealing that poor digital adoption could cost mid-sized enterprises $10.9 million annually. The study highlights a gap between AI adoption and digital adoption, with 76% of leaders prioritizing AI but only 27% focusing on digital adoption. Whatfix aims to address this gap with its digital adoption platform, as it prepares for an IPO and targets $150 million in annual recurring revenue.

Whatfix Inc. Profile

Company Name

Whatfix Inc.

Company Website

https://whatfix.com/

HQ Location

San Jose, CA

Employees

501-1000

Social

Financials

SERIES D