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
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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

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 can Whatfix optimize your Enhancing Digital Adoption Via Personalized Onboarding Workflow?

How does Whatfix facilitate Reduce Support Calls?

How does Whatfix facilitate Engagement Management?

Why is Whatfix the best choice for Workflow Management?

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.

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

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

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

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.

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Smartbox Group - Consumer Goods - 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.

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Renewable Energy Group, Inc.

Whatfix helped Renewable Energy Group, Inc. cut time-to-proficiency on Salesforce CRM and JD Edwards ERP by 50%. Employees now learn faster with in-app guidance and step-by-step instructions. Support... queries dropped by 83%, freeing up IT resources. Accounting errors decreased as training became standardized. New hires reach proficiency in three months instead of six. REG uses Whatfix analytics to track adoption and improve user experience.

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Old Mutual - Banking - Banking

Whatfix helped Old Mutual boost advisor adoption of its internal advisor applications. Advisors used in-app guidance, pop-ups, and self-help to get answers fast. Old Mutual cut monthly IT support cal...ls by 33%. 88% of self-help searches gave advisors the help they needed. 73% of advisors engaged with Whatfix content. Advisors now work more efficiently and focus on customer needs. Training is now scalable and easier for new advisors.

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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 flags $10.9M risk, unveils AI?first platform upgrades

Whatfix has unveiled AI-first platform upgrades, enhancing its digital adoption solutions with new AI Agents like ScreenSense, Authoring Agent, and Insights Agent. These upgrades aim to improve content creation, guidance delivery, and user experience. The company reported 31% revenue growth in 2025, with significant customer wins and expanded partnerships. Whatfix's strategy focuses on AI-driven digital transformation and platform innovation.

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Product

AI-Driven Digital Transformation: Whatfix Revolutionizes Enterprise ...

Whatfix commissioned a Forrester study revealing that mid-sized enterprises face annual losses of up to $10.9 million due to poor digital adoption. The study emphasizes the importance of Digital Adoption Platforms (DAPs) in maximizing AI investments. Whatfix, recognized for its AI innovations, continues to lead in digital transformation, advocating for AI-first strategies and planning future expansions.

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Product

Whatfix boosts Mirror with AI roleplay training tools

Whatfix has enhanced its Mirror product with AI Roleplay Training, integrating adaptive AI-driven roleplay conversations into its enterprise system simulation software. This feature allows customer-facing teams to practice conversations in a simulated environment, improving time-to-proficiency and customer satisfaction. The update also includes multi-language support and a readiness evaluation feature. Whatfix reports significant revenue growth and large-scale deployments of Mirror, particularly among Fortune 100 companies.

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Product

Whatfix Launches AI-First Roleplay Training Platform Inside Mirror For Enterprise Teams

Whatfix has launched AI Roleplay training within its Mirror platform, enhancing enterprise training by integrating AI-driven roleplay with system simulations. This allows customer-facing teams to practice interactions in a risk-free environment. The platform has seen significant adoption, with a 200% ARR growth since 2025. Key features include adaptive AI conversations, rapid scenario creation, and multi-language support, aiming to improve employee readiness and customer outcomes.

Read more →

Whatfix Inc. Profile

Company Name

Whatfix Inc.

Company Website

https://whatfix.com/

HQ Location

San Jose, CA

Employees

501-1000

Social

Facebook Linkedin Twitter

Financials

SERIES D