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

"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.

Comprehensive Insights on Whatfix Use Cases

What makes Whatfix ideal for Enhancing Digital Adoption Via Personalized Onboarding?

How can Whatfix optimize your Reduce Support Calls Workflow?

What solutions does Whatfix provide for Engagement Management?

How efficiently Does Whatfix manage your Workflow Management?

Why is Whatfix the best choice 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.

Customer Testimonials

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

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
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

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

Case Studies

Consumer Goods

CASE STUDY Smartbox Group

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.

Read more →
Human Resources

CASE STUDY Reed

Whatfix helped Reed, a leading UK recruitment company, drive CRM adoption with in-app guidance and hands-on training. Reed used Whatfix to create a role-based, interactive onboarding program. 94% of ...employees engaged with the new CRM training. CRM-related IT support calls dropped by 23% in six months. 92% of employees found Whatfix training more effective than traditional learning. Reed improved seller efficiency and reduced CRM downtime.

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Information Technology and Services

CASE STUDY Syndigo (formerly Riversand)

Whatfix helped Syndigo (formerly Riversand) improve onboarding and user adoption for its Master Data Management (MDM) and Product Information Management (PIM) products. Riversand used Whatfix’s in-ap...p guidance, Flows, and Self Help features to centralize training and support for diverse, global users. Over 18,000 users were onboarded with Whatfix, achieving an 89% engagement rate on in-app communications. Riversand saw a 200% increase in customer webinar attendance from in-app Pop-Ups. The solution reduced time spent switching between resources and improved customer experience.

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CASE STUDY OMRON

Whatfix helped OMRON improve SAP Concur adoption with in-app tutorials and contextual user support. OMRON used Whatfix to guide employees through expense processes and create a help library. This red...uced expense report rejections by 25% and cut improperly submitted reports and claim rejections by 7%. Employees solved more issues on their own, freeing up IT resources. OMRON gained better process insights and improved ROI from SAP Concur.

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Entertainment

CASE STUDY PlayOJO

Whatfix helped PlayOJO improve player onboarding and retention. PlayOJO used Whatfix to create in-app experiences and personalized pop-ups. Over 500,000 players interacted with Whatfix content in six... months. 25,000+ support issues were resolved using Whatfix Self-Help. 62,000+ in-app flows promoted new features. PlayOJO saw fewer drop-offs and better user engagement.

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Internet

CASE STUDY Takealot

Whatfix helped Takealot onboard new sellers and boost advanced feature adoption with in-app guidance. Sellers used interactive tutorials to set up profiles and make their first sale. Whatfix enabled ...self-guided support, reducing help desk overload. Takealot saved $224,000, deflected 132,000 support tickets, and cut onboarding time by 83%. Sellers learned advanced techniques and used new features more easily.

Read more →

Video

Introducing Whatfix AI – Your Ultimate Workplace Assistant.

Video Thumbnail

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 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.

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Product

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.

Read more →
Product

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.

Read more →
Product

Whatfix Launches AI Agents to Accelerate Business Outcomes for Enterprises

Whatfix has launched AI Agents powered by its proprietary ScreenSense technology to enhance user productivity and business outcomes. These agents, including Authoring, Insights, and Guidance, are integrated into Whatfix's product suite to provide context-aware, real-time assistance. They aim to streamline content creation, improve product analytics interaction, and deliver concise information within applications, thus bridging the gap between enterprise systems and user success.

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Whatfix Inc. Profile

Company Name

Whatfix Inc.

Company Website

https://whatfix.com/

HQ Location

San Jose, CA

Employees

501-1000

Social

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Financials

SERIES D