Whatfix Overview

What is Whatfix?

Whatfix is a leading digital adoption platform that helps companies deliver modern and easy onboarding, effective training and better support to users through contextual content displayed at the time of need. Whatfix in-app content such as walkthroughs and self-help deliver personalised user-journeys to drive productivity and engagement. Simplify your users' adoption journey through targeted personalized information, all the while gathering insights you can use to drive more effective software use.

Whatfix Overview

Cost

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact Whatfix directly for pricing information.


Whatfix Features

Devices
Business size
S M L
Markets
Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America
Supported Languages
Arabic, Chinese (Simplified), Chinese (Traditional), English, French and 8 others, German, Hebrew, Irish, Italian, Japanese, Portuguese, Russian, Spanish

Screenshots

Whatfix screenshot: Whatfix Analytics: View user and usage data for your content. View information like: the number of times flows have been executed, the point where users are dropping off, user feedback.
Whatfix screenshot: Whatfix Analytics: View user and usage data for your content. View information like: the number of times flows have been executed, the point where users are dropping off, user feedback. Whatfix screenshot: See live: See walkthroughs play live to support with onboarding and learning of users Whatfix screenshot: Pop-up: Use pop-ups to embed video and other messages to alert and inform users. It's also possible to schedule these for a future date and time Whatfix screenshot: Intelligent Segmentation: Automatically contextualize walkthroughs based on the user and their location in the application, without needing to manually configure any rules or configuration. Whatfix screenshot: Self-Help: Provide contextual, in-app help to users by pulling it in from various sources and knowledge-bases to enable a self-serve mode and reduce support costs Whatfix screenshot: Widgets: Whatfix has various widgets such as Self-help, Tasklist, Smart-tips, Smart pop-ups, Guided pop-ups to help you deliver onboarding, training and support at the right time and the right location in the application Whatfix screenshot: Walkthroughs: Create walkthroughs with zero-coding and deliver personalised step-by-step help to users to drive engagement and enablement Whatfix screenshot: Various different options to help you choose the most relevant type of information for most effective onboarding and engagement

Whatfix Reviews

Whatfix Reviews

Overall rating
4.7
/
5
Excellent
38

Very good
19

Average
0

Poor
0

Terrible
0

Value for Money
4.6
Features
4.6
Ease of Use
4.5
Customer Support
4.9
100% recommended this app
Mitchell W.

Whatfix has saved me, my company and my clients countless hours of frustration by providing...


James K.

Whatfix is Great!

We were having an issue fully onboarding users with our old help center. Whatfix's task list and guided walkthroughs have been instrumental in helping us more easily get users up to speed and accelerate their time to value with our product. Also, we have seen a decrease in support tickets and phone calls since the Whatfix implementation. And, although it's pretty early to say for sure, those users who have come on board after our Whatfix implementation have seemed much less likely to churn so far.


Tim L.

good APP


Hal R.

Whatflow flows implementation in a special education web based product

Frontline provides special education solution services to thousands of school districts nation wide and abroad. The business need for interactive flows in our case is primarily to reduce customer calls and provide self-help instruction while simultaneously allowing the customer to complete their work. While use of the Whatfix product is still in its infancy (i.e. initial rollout was a pilot with a few districts and two products), we are encouraged by what we see thus far, and plan to implement the feature across a wider spectrum of products and thus make it available to more end-users.


Iziar R.

Help your customers understand your platform


Mitchell W.
Industry: Information Technology & Services
Company size: 13-50 Employees

Whatfix has saved me, my company and my clients countless hours of frustration by providing easily accessible support

Used Daily for 6-12 months
Reviewed on 18/12/2017
Review Source: GetApp

Pros

We are a software as a service company that uses Whatfix to educate our clients on how our system works. This product is great in many ways but my favorite part is the Whatfix support. My main support member, she has been assisting me since the very beginning and makes herself available almost right away if I need something today. We are a very busy company with little time to mess around implementing new processes or programs, with her help it has been incredibly easy. The support is so great that I have shown interested clients (in real time) how fast she responds via the built in messaging system... without her knowing :) - Of course she responded in less than a minute (typical). I could go on and on about our satisfaction with the level of professionalism and support this company provides.

Some other things that we appreciate about Whatfix-
* Very easy to use - building new flows, alerts, popups... very user friendly
* Price is very low compared to competitors while having the same or more features (We reviewed the competitors and did demos for several months before making a decision)
* The content created using whatfix saves hours of communication explaining our software
* Content is automatically created in multiple format (pdf, powerpoint, etc) and can be exported or linked to
* Content is automatically updated across all formats when changes are made
* Whatfix is regularly creating new features for use and provides guidance on how to implement
* Setup is quick and easy
* The built in messaging system for support makes it easy to contact your success manager
* SUPPORT SUPPORT SUPPORT - I cant say it enough. If we ever run into a question, it is answered right away. No waiting days or weeks for an answer or fix... it is just solved right away. This is what Whatfix provides as standard support - absolutely amazing!

We have had several of our clients (users of the flows) interested in using Whatfix for use on their websites and internal software.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

James K.
Industry: Real Estate
Company size: 2-10 Employees

Whatfix is Great!

Used Daily for 6-12 months
Reviewed on 24/02/2019
Review Source: GetApp

We were having an issue fully onboarding users with our old help center. Whatfix's task list and guided walkthroughs have been instrumental in helping us more easily get users up to speed and accelerate their time to value with our product. Also, we have seen a decrease in support tickets and phone calls since the Whatfix implementation. And, although it's pretty early to say for sure, those users who have come on board after our Whatfix implementation have seemed much less likely to churn so far.

Pros

I actually enjoy making the walkthroughs with the Whatfix software, but perhaps the best thing about the software is the customer support staff, which is always at the ready to help with everything from the initial set up to maintenance. Rep, my support specialist, is always ready to answer via email or jump on a call to address any issue. Thanks, Rep!

Cons

While I really do have to stretch to come up with anything I don't like about Whatfix, some of the analytics functionality could be more fully fleshed out to allow me to more easily hunt down issues. But, again, that's a stretch, as Rep has been there every step of the way to make sure I am aware of how Whatfix and our app are getting along.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Tim L.
Industry: Telecommunications
Company size: 10,001+ Employees

good APP

Used Weekly for Free Trial
Reviewed on 01/08/2018
Review Source: GetApp

Pros

Whatfix is a very good software and it is easy to use and help guide the customer step by step to resolve their concerns.

Cons

The price is a little high. It is lack of analytical features. Some features is not easy to configure.

Rating breakdown

Ease of Use

Likelihood to recommend: 6.0/10

Hal R.
Industry: Computer Software
Company size: 51-200 Employees

Whatflow flows implementation in a special education web based product

Reviewed on 15/07/2016
Review Source: GetApp

Frontline provides special education solution services to thousands of school districts nation wide and abroad. The business need for interactive flows in our case is primarily to reduce customer calls and provide self-help instruction while simultaneously allowing the customer to complete their work. While use of the Whatfix product is still in its infancy (i.e. initial rollout was a pilot with a few districts and two products), we are encouraged by what we see thus far, and plan to implement the feature across a wider spectrum of products and thus make it available to more end-users.

Pros

Implementing the required java code into our application we found to be relatively easy (i.e. needs hours not days or weeks). When and if needed, their team is extremely technical where java, java scripting, html and related technologies are concerned. The Whatfix documentation made available via the Internet is also very good. Moreover, the Whatfix customer support is also very good and we found them to be extremely flexible when organizing meetings, especially given the time zone difference. Their software interface to create the flows is also easy to use and largely intuitive.

Cons

Flows must be exported in their entirety and we have requested that an option be provided to export only those flows that are desired at a particular time so as to avoid having to overwrite files and/or download large file sets. Once a flow is created and if it consists of many steps, should there be a need to edit one or more steps, depending on the nature of the edit it can be a bit time consuming.

Response from Quicko Technosoft Labs PVT LTD

Thanks for the review, Hal.

We are working towards building the framework for selective actions on the flows, which should be released soon.

As per your feedback, our UX team is currently improving the editing experience.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Iziar R.
Industry: Computer Software
Company size: 13-50 Employees

Help your customers understand your platform

Used Daily for 6-12 months
Reviewed on 29/01/2018
Review Source: GetApp

Pros

This application is really easy to use for you and your clients. Since we created a platform with so much content in TravelContact, Whatfix helps our customers know every detail we offer.
Now our clients, such as travel advisors, agencies, DMC have two different tools to make life easier for them.

On the other hand Whatfix´s support team has been impressive, they have solved every doubt or inconvenience that we have presented throughout the process.

Cons

We would like the information inside the Whatfix platform to have different views, since they use very large boxes that take up a lot of space on the screen. This doesn't allows you to see all the content when you have created many flows.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9.1/10
Based on 57 user ratings
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Whatfix Pricing

Whatfix Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact Whatfix directly for pricing information.

Contact Whatfix directly for pricing information.

Value for Money
4.6/5
Based on 57 user ratings
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Whatfix Features

Whatfix Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Database
Contact Management
Custom Fields
Customer Database
Customisable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4.6/5
Based on 57 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

Additional information for Whatfix

Additional information for Whatfix

Key features of Whatfix

  • Analytics
  • Autogenerate as Slides, PDF, Videos
  • Collaborate to build and maintain guides
  • Dynamic URL support
  • Interactive Guides & Walk-throughs
  • Multi device support
  • Multilingual
  • SCORM compliant
  • SSL support and all browser compatible
  • Self hosting
  • UI Customization
  • User level tracking
  • White label
  • Widgets, link & API
  • Works across environments

Benefits

Whatfix helps in delivering personalised user journeys to the users of your application, starting from onboarding and training to continued engagement. Whatfix works across all applications and is available as a simple, easy-to-install browser extension.

Personalised User Onboarding- With personalized and contextual in-app content you can deliver a simplified and effective onboarding experience to users. You can enhance the experience of your application by displaying useful tips (Smart-tips and Tool-tips), highlight new features (Beacons), create goal-centred task lists (Tasklists) and validate data-entry in real-time (Data Validation).

Reduce Support Costs- Reduce support overhead by guiding users in-app with live help. Our flows can be personalised based on the user and where they are in the application, thus helping them find the relevant information whenever they need. Also, leverage Whatfix smart interactive content (flows, videos etc.) to solve support queries, instead of verbose articles or guides.

Effective Training and Homogenized Help- Our automatically-generated multiformat content makes for more engaging and effective training content compared to traditional training. Videos, pdfs, slideshows can be pulled within your LMS using our SCORM and xAPI integration to use as a part of learning plan. Our proprietary crawling capability, uniquely makes in-app help available not just from the current application but from enterprise-wide applications to save end-user time in looking for help across applications.

Insights-driven Analytics: Whatfix offers pre-created reports and dashboards that can be used to monitor the usage of your content to provide insights to continuously improve your content. Get detailed information on all your content types, deep-dive to understand how you can drive-up adoption.

GetApp Analysis

GetApp Analysis

Whatfix is a cloud-based tool enabling websites and web applications to go from boring to interesting via interactive guides and walkthroughs, also referred to as Whatfix flows. It’s a platform that makes training and documentation interactive, enhances the self-service potential of your product, and reduces the amount of time to train employees or customers in online processes. This allows organizations to address three important goals: improve customer satisfaction, easily onboard new users, and minimize training time and effort.

Whatfix supports multiple languages, self-hosting, white-labeling, dynamic URLs, and SSL (secure sockets layer). To embed flows in your website, copy and paste the generated JavaScript code anywhere in your site – either as lines of code or a widget. Whatfix is flexibly priced according to the number of features you need.

Some of Whatfix’s core features include interactive guides and flows, auto-generated slides, articles, and videos, browser extensions, analytics, and collaboration.

Whatfix comes with a minimalistic user dashboard.

What is Whatfix?

Text-based learning materials often lean on the verbose and boring side of things meaning that the learning process easily becomes a chore. Sitting through hours of training sessions isn’t a very appealing prospect either, making it difficult for companies to establish a level of engagement with their customers, participation from their employees, or interest from first-time website users.

Whatfix lets you overcome these challenges by allowing you to create interactive help guides, FAQs, and tutorials that can be embedded across every user touchpoint on your site or web application. No more forcing your employees, visitors, or app users to watch videos or read manuals to perform certain actions. The Firefox and Chrome extensions work on any website.

Flows can be embedded in any web application as a few lines of code or self-help widget.

Whatfix Main Features

Interactive Walkthroughs for Contextual Onboarding & Help

Our contextual and personalized in-app walkthroughs guide users step-by-step to assist in completing activities in an application. The walkthroughs/flows offer a breakthrough way to onboard new users and help them by providing the right information at the time of need.

Contextual and personalized in-app walkthroughs

Intelligent Content Creation

Our context-aware algorithms help content creators by automatically creating groups and assigning relevant flows across pages thereby saving a significant amount of time in creating rules manually.

An example of segmentation in Whatfix

Auto-Generated Videos, Slides and Articles

Whatfix auto-creates slideshow, article, or video from the flows you create. By generating reusable content in more engaging formats, we help in multiplying the value of the content you create. Additionally, to help you use this content to drive training, we integrate with all LMSs using our SCORM integration. The content can now be used as micro-learning courses and the learning happening outside of the LMS becomes trackable.

Tasklists for Goal-Based Learning

Tasklists can be used to create a goal-centered group of related flows suited for a particular end-user. By showing tasks and completion status, as well as alerts, you can nudge the users to complete tasks and help them on their learning curve.

Widgets in Whatfix

Smart-tips and Tooltips

Use smart-tips and tool-tips to simplify navigation and form-fills for users by adding tips relevant to the current menu item. Our validation feature further helps you make sure that the data being entered is correct and adheres to approved formats.

Onboarding video in Whatfix

Analytics

Use Whatfix analytics to view user and usage data for your content. View information like: the number of times flows have been executed, the point where users are dropping off, user feedback. Pre-predefined dashboards and custom reports provide actionable information on how to increase the usefulness of your content to suit the end-user needs.

Analytics in Whatfix

Whatfix Integrations

Aside from ready-made integrations with Freshdesk, Google Analytics, and YouTube, Whatfix offers an API that businesses can use to integrate any business tool.

Whatfix Pricing

Pricing for Whatfix Enterprise, which depends on the features your organization needs, can be obtained from the company’s sales team. A free seven-day trial is available.

Whatfix Bottom Line

  • Cloud-based training and documentation tool that allows users to create interactive guides or flows for their websites or web applications
  • Eliminates the use of tools such as lengthy articles, videos, or presentations to train your employees or customers
  • Flows can be embedded in your site or application as a JavaScript code or self-help widget
  • Automatically creates embeddable slides, articles, and videos from the flows you create
  • Integrates with Google Analytics to measure the effectiveness of your flows

Whatfix FAQs

Whatfix FAQs

Below are some frequently asked questions for Whatfix.

Q. What type of pricing plans does Whatfix offer?

Whatfix offers the following pricing plans:

Pricing model: Subscription

Free Trial: Available

Contact Whatfix directly for pricing information.

Q. What are the main features of Whatfix?

Whatfix offers the following features:

  • Analytics
  • Autogenerate as Slides, PDF, Videos
  • Collaborate to build and maintain guides
  • Dynamic URL support
  • Interactive Guides & Walk-throughs
  • Multi device support
  • Multilingual
  • SCORM compliant
  • SSL support and all browser compatible
  • Self hosting
  • UI Customization
  • User level tracking
  • White label
  • Widgets, link & API
  • Works across environments

Q. Who are the typical users of Whatfix?

Whatfix has the following typical customers:

Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does Whatfix support?

Whatfix supports the following languages:

Arabic, Chinese (Simplified), Chinese (Traditional), English, French, German, Hebrew, Irish, Italian, Japanese, Portuguese, Russian, Spanish

Q. What type of pricing plans does Whatfix offer?

Whatfix has the following pricing plans:

Subscription

Q. Does Whatfix support mobile devices?

Whatfix supports the following devices:

Android

Q. What other apps does Whatfix integrate with?

Whatfix integrates with the following applications:

Atlassian Confluence, Bullhorn, Freshdesk, Google Analytics, JIRA, Mixpanel, Moodle, Okta, Salesforce Sales Cloud, Zendesk

Q. What level of support does Whatfix offer?

Whatfix offers the following support options:

FAQs, Online Support, Phone Support, Knowledge Base, Video Tutorials