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

"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 imp...act for us." - Amy Boldt

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

"...WhatFix allows me to push out Onboarding content as well as our newly released features directly to users within the application...." Peer review by Brandon C, Senior Director of Product Design
"...Features such as real-time tips and self-help support modules improve your organization s overall SAP proficiency. ..." In-App SAP SuccessFactors Training to Drive Product Adoption
"...Given the internal success of Whatfix and its testimony to the benefits, Cardinal Health Canada decided to use Whatfix to engage their customers and boost adoption on their freshly revamped website...." Case Study Cardinal Health

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 address your Reduce Support Calls Challenges?

How efficiently Does Whatfix manage your Engagement Management?

What makes Whatfix ideal for Workflow Management?

What solutions does Whatfix provide for Content Management?

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

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 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
CUSTOMERS TESTIMONIALS
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 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
 

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 →
 

Generali Global Corporate & Commercial - Insurance - Very Large

Whatfix Expands Deployment Across Generali GC&C's Global Underwriting ...

Milan, Italy

Whatfix has expanded its digital adoption platform deployment across Generali Global Corporate & Commercial's AGORA underwriting platform, now supporting operations in 27 countries. This expansion ai...ms to enhance user adoption, workflow consistency, and data quality while reducing support requests. The platform provides AI-powered guidance and analytics to streamline underwriting processes and improve operational efficiency.

Read on →

Extra Space Storage - Real Estate - Large

Salt Lake City, USA

Whatfix helped Extra Space Storage support 7,500 store associates across 4,000 locations. The company used Whatfix to provide in-app AI guidance and self-service help in its Breeze rental management ...system. This led to a 95% resolution rate for rental policy and process queries, deflecting 2,500+ support tickets. Rental transactions for new associates became 50% faster. Extra Space Storage achieved $288k in ROI from improved productivity, faster transactions, and reduced errors.

 

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.

Introducing Whatfix AI – Your Ultimate Workplace Assistant.

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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