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

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

"...I am currently working with Apoorva and Akshata to build a prototype onboarding task list to help new customers with the onboarding process...." Peer review by User
"...We expected lots of phone calls to our help desk from our employee population of 90,000 plus and staffed it accordingly...." Peer review by Vicki S., Sr. Training and Development Advisor
"...Whatfix has helped to engage the customers to use the platform efficiently...." Peer review by Abhijith N., onboarding 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 efficiently Does Whatfix manage your Enhancing Digital Adoption Via Personalized Onboarding?

What makes Whatfix ideal for Reduce Support Calls?

How efficiently Does Whatfix manage your Engagement Management?

How does Whatfix facilitate 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

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

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

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

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

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
 

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.

Video Thumbnail

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

Partnership

Whatfix and PTC Partner to Improve PLM Adoption for Modern Manufacturers

Whatfix and PTC Inc. have partnered to enhance PLM adoption for manufacturers by integrating Whatfix's digital adoption platform with PTC's software. This collaboration aims to improve user proficiency, workflow execution, and operational adoption, helping manufacturers in automotive, industrial equipment, and medical device sectors maximize ROI and operational excellence.

Product

PTC teams with Whatfix to speed software adoption in manufacturing

Whatfix and PTC have partnered to enhance software adoption in manufacturing by integrating Whatfix's AI-native in-app guidance and analytics with PTC's Windchill PLM system. This collaboration aims to improve user proficiency and operational adoption, targeting sectors like automotive and medical devices, with reported benefits including faster task completion and reduced training costs.

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.

Whatfix Inc. Profile

Company Name

Whatfix Inc.

Company Website

https://whatfix.com/

HQ Location

San Jose, CA

Employees

501-1000

Social

Financials

SERIES D