Whatfix Pricing, Features, Reviews & Comparison of Alternatives


Accelerate Product Adoption

4.67/5 (54 reviews)

Whatfix overview

Whatfix is a leading product 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.


Pricing options
Free trial
Value for money
View Pricing Plans


Business size



United States, Asia, Australia, Brazil, Canada and 9 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

Arabic, Chinese (Simplified), Chinese (Traditional), English, French and 8 other languages, German, Hebrew, Irish, Italian, Japanese, Portuguese, Russian, Spanish
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. Why Whatfix ?Whatfix screenshot: See live: See walkthroughs play live to support with onboarding and learning of usersWhatfix 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 timeWhatfix 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 costsWhatfix 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 applicationWhatfix screenshot: Walkthroughs: Create walkthroughs with zero-coding and deliver personalised step-by-step help to users to drive engagement and enablementWhatfix screenshot: Various different options to help you choose the most relevant type of information for most effective onboarding and engagement

Whatfix reviews


Very good

Value for money
Ease of use
Customer support
Mitchell Walling

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 2017-12-18
Review Source: GetApp

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.

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Incredible product. Phenomenal support.

Used daily for free trial
Reviewed 2017-06-19
Review Source: GetApp

What is there not to like! Within a few hours of downloading the trial, we were able to create several work-throughs to demo to our team. Customer Representatives have been and continue to be a huge factor in implementing and supporting those work-throughs for self-helps, pop-ups, and tasks. They have been insanely accessible and accommodating, regardless of how simple or technical our questions have been. They have fielded questions from every stakeholder in determining if this is product meets our strategy. They, along with the product, have impressed each of our department's heads who have had interaction. They are more than a support team, they feel very much like co-workers......and even friends. The above-mentioned features really stand out, however, one of the determining factors is the ability to export/embed the work-throughs as a slide show, PDF, or video. These will be instrumental for our training department, help center, analytics, QA, development and testing departments.

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I am the Training and Content Development Manager for a Software Company and Whatfix made our Software easier to manage.

Used daily for 6-12 months
Reviewed 2017-04-24
Review Source: GetApp

What I like about Whatfix is the ease of use and can make a walk through in just a few minutes and out to the user to use. More complex integrations required me to contact Whatfix support (Sneha is the greatest!!!) and they have been able to guide me through any issues i have ran into.

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Hal Rosner

Whatflow flows implementation in a special education web based product

Reviewed 2016-07-15
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.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.

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Whatfix is a great online learning tool powered by an extremely dedicated and service-oriented team!

Used daily for 1-2 years
Reviewed 2018-03-02
Review Source: GetApp

I think overall it is a very good tool, very easy to set up (which impresses customers), has enough degree of customisation to please customers, really unparalleled customer service.. leaves us a bit in awe here in Western Europe. We are not used to such a good service anymore! Also, releases come in very short cycles. The product team is very open to suggestions by clients and tries to implement them very quickly.

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Whatfix pricing

Pricing options
Free trial
View Pricing Plans

Contact Whatfix directly for pricing information.

Whatfix features

Activity Dashboard

Activity Tracking (121 other apps)
Automatic Notifications (157 other apps)
Automatic Reminders (153 other apps)
CRM Integration (110 other apps)
Calendar Management (143 other apps)
Contact Database (107 other apps)
Custom Fields (127 other apps)
Customer Database (116 other apps)
Customizable Branding (146 other apps)
Customizable Reporting (129 other apps)
Customizable Templates (127 other apps)
Data Import/Export (143 other apps)
Electronic Payments (112 other apps)
Email Integration (144 other apps)
Mobile Integration (117 other apps)
Reporting & Statistics (164 other apps)
Social Media Integration (126 other apps)
Third Party Integration (161 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn

Category Leaders ranking


#13 in Customer Service

View full ranking

GetApp’s ranking highlights the top 25 apps in different categories on GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.

Whatfix also features in these categories:

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.

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.

Who is Whatfix for?

  • Experience level: Beginner to advanced
  • Industry: All businesses with websites or web applications
  • Business size: Small businesses to large organizations
  • Departments/roles: Training professionals, website administrators, customer service teams, educators, product managers, UX managers, customer support managers, VP of operations
  • Budget/point: Can be obtained from the Whatfix sales team
  • Example customers: Cardinal Health Canada, Maxwell Health, BMC Software, Sophos

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.

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.

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.

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.


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.


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


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.

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

Additional information for Whatfix

Key features of Whatfix

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


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 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.