Whatfix Pricing, Features, Reviews & Alternatives

Whatfix

Accelerate Digital Adoption

4.66/5 (58 reviews)

Whatfix overview

What is Whatfix?

Whatfix is the most trusted Digital Adoption Platform globally, that helps Enterprises and Fortune 500 companies drive software adoption, reduce time to launch, increase employee productivity, and see a positive software ROI. With Whatfix, one of the top Enterprises in the US was able to save $950,000 by creating customized end-user training 40% faster than developing the content in-house! We are rated 4.8 by Gartner Peer Insights. Reach out to us if you are looking for a digital transformation!
whatfix.com

Pricing

Pricing options
Free
Free trial
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Brazil, Canada, China and 5 other markets, Germany, India, Japan, Mexico, United Kingdom

Supported languages

English, Hebrew, Irish, Arabic, Chinese (Simplified) and 8 other languages, Chinese (Traditional), Japanese, Russian, German, Spanish, Italian, Portuguese, French
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 for Employee trainingWhatfix 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
Have you already used Whatfix?
Help us improve the recommendations we show you.

Whatfix user reviews

Excellent
38

Very good
20

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.6
  4.6
  4.5
  4.9
Iziar R.

Help your customers understand your platform

Used daily for 6-12 months
Reviewed 2018-01-29
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
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Rory R.

An extra layer of our software

Used daily for 1-2 years
Reviewed 2020-09-29
Review Source: Capterra

We have rewritten our entire onboarding process for new clients using WhatFix as an overlay. When clients see a WhatFix element on our site they think that it is part of our program.

Pros
WhatFix makes it easy to add functionality to our software offering without the need for Development to get involved.

Cons
The organization of content can be a bit frustrating but once you get the hang of it, it makes sense.

Response from Whatfix


Hey Rory,

Thank you for taking the time and leaving us a positive review. Customer experience and satisfaction is our priority. We have also noted your suggestions regarding the content organization, and have incorporated them in our roadmap. You can also visit the WHATFIX COMMUNITY to know more about our upcoming releases. Our experts are just a message away to all your queries. Thank you once again for your review!

Best,
Pratheek

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 7/10

Minimize review

Tim L.

good APP

Used weekly for free trial
Reviewed 2018-08-01
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
Features

Likelihood to recommend: 6/10

Minimize review

Hal R.

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.

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

Minimize review

Mohit j.

Reduced our support costs by 40%

Reviewed 2015-09-09
Review Source: GetApp

We implemented whatfix inside web dashboard of Cuztomise used by top management of large FMCG, Healthcare and Services companies mostly in India and Europe. Cuztomise platform is a complete DIY platform which enables companies to swiftly make changes to workflow. We use to get a lot of calls from users in our support center asking help on making various modifications on platform. Even after having a complete FAQ and user manual, still users felt comfortable doing changes while on line with our support staff. We quickly realised that its very crucial for us to provide hand holding for our customers. Then we decided to try Whatfix . Whatfix not only allowed us to provide user handholding but instantly helped us generate lot of guides which can literally be created by anyone quickly. We have experienced 40% reduction in calls which means lot of savings on our support costs.

Pros
- Easy to use, quickly create guides in various languages - Easily convert guides to PDF, videos in few clicks - Very easy to integrate

Cons
- Not exactly a con, but i would like it to be available for mobile also.

Response from Quicko Technosoft Labs PVT LTD


Thanks for the amazing review, Mohit.

Currently, Whatfix is responsive and supports mobile web. Whatfix also supports hybrid HTML5 mobile apps.

Rating breakdown

Value for money
Ease of use
Customer support

Minimize review

Whatfix pricing

Pricing options
Free
Free trial
Subscription
View Pricing Plans

Contact Whatfix directly for pricing information.

Whatfix features

API
Access Controls/Permissions
Activity Dashboard
Alerts/Notifications
CRM
Customer Database
Data Import/Export
Reporting & Statistics
Reporting/Analytics
Search/Filter
Surveys & Feedback

Calendar Management (310 other apps)
Contact Management (365 other apps)
Customizable Branding (359 other apps)
Customizable Templates (314 other apps)
Email Management (322 other apps)
Email Marketing (472 other apps)
Mobile Access (407 other apps)
Social Media Integration (310 other apps)
Third Party Integrations (430 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

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.

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.


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.


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.


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

Videos and tutorials

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
  • xAPI compliant
View All Features

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.