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.
Business Priorities
Scale Onboarding Best Practices and Improve ROI are the most popular business priorities that customers and associates have achieved using Whatfix.
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
"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 incorporate...d in the user education experience." - Charlotte Binder
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.
Comprehensive Insights on Whatfix Use Cases
How can Whatfix optimize your Enhancing Digital Adoption Via Personalized Onboarding Workflow?
What benefits does Whatfix offer for Reduce Support Calls?
What solutions does Whatfix provide for Engagement Management?
How can Whatfix optimize your Workflow Management Workflow?
How can Whatfix optimize your Content Management Workflow?
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 |
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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 |
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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 |
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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 |
---|---|
![]() 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 |
![]() 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 |
![]() 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
CASE STUDY Reed
CASE STUDY Smartbox Group
CASE STUDY PlayOJO
CASE STUDY OMRON
CASE STUDY Takealot
CASE STUDY Syndigo (formerly Riversand)
Video
Introducing Whatfix AI – Your Ultimate Workplace Assistant.

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?
What are the top features of Whatfix?
Who uses Whatfix?
What are Whatfix alternatives?
Where is Whatfix located?
Whatfix Competitors
Whatfix Features
- Low
- Medium
- High
FEATURE | RATINGS AND REVIEWS |
---|---|
AI Powered | Read Reviews (11) |
Custom Reports | Read Reviews (166) |
Analytics | Read Reviews (73) |
CAPABILITIES | RATINGS AND REVIEWS |
---|---|
AI Powered | Read Reviews (11) |
Custom Reports | Read Reviews (166) |
Analytics | Read Reviews (73) |
Software Failure Risk Guidance
?for Whatfix
Overall Risk Meter
Top Failure Risks for Whatfix
Whatfix Inc. News
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.
Whatfix unveils AI Agents to boost enterprise user productivity
Whatfix has launched AI Agents powered by its proprietary ScreenSense technology to enhance user productivity and business performance. The AI Agents, including Authoring, Insights, and Guidance, are designed to interpret user context and intent, offering tailored in-app guides, enterprise search results, and digital adoption nudges. This innovation aims to bridge the gap between software investment and user outcomes, enabling efficient task completion and reducing adaptation challenges in evolving enterprise software environments.
Whatfix Embeds 3 AI Agents Across Product Suite to Improve Workflows
Whatfix has integrated three AI agentsAuthoring, Insights, and Guidanceacross its digital adoption platform to enhance user productivity and business outcomes. These agents utilize Whatfix's proprietary ScreenSense AI technology to provide contextual in-app guidance, analytics interaction, and precise information delivery, adapting to user needs and reducing workflow disruptions.
Whatfix aims 25% revenue from AI products, launches 3 AI agents
Whatfix has launched three new AI agentsAuthoring, Insights, and Guidancebuilt on its ScreenSense platform, aiming to generate 25% of its revenue from AI products. These agents focus on content creation, analytics, and AI-generated answers, with early adoption in technology, BFSI, and life sciences sectors. The company is transitioning from a SaaS entity to an AI-first company.
Whatfix Inc. Profile
Company Name
Whatfix Inc.
Company Website
https://whatfix.com/HQ Location
San Jose, CA
Employees
501-1000
Social
Financials
SERIES D