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Whatfix Reviews

User Rating

4.8/5 (Based on 445 Ratings)

Rating Distribution

  • Excellent

    77.8%
  • Very Good

    20.7%
  • Average

    1.3%
  • Poor

    0.2%
  • Terrible

    0%

User Sentiments

Excellent Customer Support, Easy to Use Interface, Versatile Widgets, Effective Onboarding

Technical Issues/Bugs, Lack of Mobile Functionality, Complex Customization, Limited Analytics/Reporting

Do You Use Whatfix?

Write a Review

Review Summary

Overall, Whatfix is highly acclaimed for its user-friendly interface, intuitive design, and comprehensive set of features that enable efficient digital adoption. Reviewers emphasize the platform's ability to simplify complex processes and workflows, boosting productivity and user engagement. Additionally, the no-code approach, excellent customer support, and the extensive library of pre-built templates and resources are frequently lauded. Users also appreciate the flexibility and customization options, allowing for tailoring the platform to specific business needs.

Pros

  • Streamlines employee training: Whatfix's userfriendly interface allows employees to learn and perform tasks more efficiently.
  • Improves productivity: With Whatfix's automated processes and digital adoption platform, employees can work more productively.

Cons

  • Limited customization: While Whatfix provides a variety of features, some users may find that the platform lacks customization options.
  • Steep learning curve: Some users may need additional time to become familiar with Whatfix's functionality and features.

AI-Generated from the text of User Reviews

Reviews
AU

Anonymous User

January 29, 2024 Source: G2.com
"CHZ"
What do you like best about Whatfix?

I like the way how whatfix is being built and easy to customize as per end user requirement.

What do you dislike about Whatfix?

Sometimes I feel the flow consistency could be better without having any breakage while running the flow

What problems is Whatfix solving and how is that benefiting you?

Whatfix absolutely solves user onboarding training with providing multiple options PDF,FLOWs,VIDEOS

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PR

Praveen R

December 26, 2023 Source: G2.com
"Nice UX, high customizability and an excellent customer success team"
What do you like best about Whatfix?

The Whatfix Studio UI is easy to use and provides a very rich feature set to drive product adoption—we're able to customize onboarding flows and add specific tooltips per tenant (account) and per user. Especially, the ability to identify specific elements in the product (we use AG grid which makes it tricky) is critical for us and Whatfix was the only tool among the ones evaluated that delivered that.

Their implementation is hands-on and well managed. Also, the continuous checkins and support from their team is great! Recently integrated GitBook (our knowledge base) based on their suggestion and this has made the user experience more contextual based on the action they're taking.

What do you dislike about Whatfix?

One area for improvement would be the learning curve with the functionalities related to identifying elements via CSS. Their support team was very quick in helping us here, and we do this by ourselves now, but the UX flow for this could be made easier.

What problems is Whatfix solving and how is that benefiting you?

We've been using the product for 2 years now and Whatfix is critical to onboarding our users and giving them a top experience. We're able to identify problem areas our users face, give suggestions to our engineers and also specific actions based on the analytics. Our engagement rates have really improved since Whatfix!

Read more
AU

Anonymous User

December 21, 2023 Source: G2.com
"Whatfix is a Wonder"
What do you like best about Whatfix?

Whatfix has excellent customer service, serves as a development partner, and is making it easier and easier for content creators to deliver just in time guidance, tips, and integrations.

What do you dislike about Whatfix?

As with any DAP, technical debt is a major consideration for a purchasing org.

What problems is Whatfix solving and how is that benefiting you?

Time to proficiency in the system. Whatfix enables users to get just in time application training so they can focus on their customers.

Read more
AU

Anonymous User

November 30, 2023 Source: G2.com
"Whatfix Works"
What do you like best about Whatfix?

The end user doesn't need to navigate away from the system to find answers or know what to do. This creates a good user experience and mitigates errors while completing a business process.

What do you dislike about Whatfix?

The Analytics show top content engagement, but doesn't provide all data. It would be great to be able to export all content engagement data or be included in the Dashboard.

What problems is Whatfix solving and how is that benefiting you?

Digital adoption, of course. Whatfix is being used in my company to train on new processes within three applications. It's their go-to after initial training and it provides the answer/direction right where they are when they need it.

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CH

Courtney H

November 28, 2023 Source: G2.com
"Great product with excellent support staff!"
What do you like best about Whatfix?

Whatfix provides the tools we need to help customers navigate our website, including flows and links to our external knowledge base. AMAZING support team!

What do you dislike about Whatfix?

While I wish there were more self-service opportunities, I'm delighted that the support team is always available to help when I encounter issues.

Recommendations to others considering Whatfix:

Whatfix is a robust product and the employees are extremely helpful.

What problems is Whatfix solving and how is that benefiting you?

Whatfix provides in-app help for users who are using a new product.

Read more
AU

Anonymous User

October 19, 2023 Source: G2.com
"Whatfix provides excellent just in time training!"
What do you like best about Whatfix?

Whatfix is easy to use as an administrator with a lot of capabilities to make using the target system easier on the end user. Their Support is top-tier!

What do you dislike about Whatfix?

I Have not found anything to dislike about Whatfix.

What problems is Whatfix solving and how is that benefiting you?

Onboarding training for the system. Tip reminders at specific places in the system. One tip added to the system increased user action by 50% over previous.

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HT

Hayley T

October 2, 2023 Source: G2.com
"Amazing service and support"
What do you like best about Whatfix?

The staff are super friendly and helpful, work with you to ensure you get the most out of Whatfix. They work really hard and fast to implement feedback too, so Whatfix is further tailored to your needs.

Whatfix has been an immeasurable help to reducing client support queries and giving them more confidence with using our features by Whatfix allowing multiple mediums - I'm loving that images can be inserted into smart tips, which makes help for complex processes easier at hand.

Their analytics are also great with managing this and identifying gaps in what we provide to our clients.

What do you dislike about Whatfix?

Visibility vs Display rules can get a bit technical, but Whatfix are constantly simplifying this, and the support team are always on hand with immediate assistance.

Recommendations to others considering Whatfix:

It's a really useful program and the staff are fantastic if you need help. They also work hard at implementing feedback based on your needs.

What problems is Whatfix solving and how is that benefiting you?

We are gradually building a library of tutorial videos, which we hope will give our clients more self-help options and save them and us the time to work through it together. The smart tips we have are already reducing client contacts regarding simple queries, which is great! Now that we can put images into these smart tips, they're even more useful.

Read more
AU

Anonymous User

September 22, 2023 Source: G2.com
"Essential for training, deployment, and change management"
What do you like best about Whatfix?

The hands on support from our DAA made implementation painless. The strategy of continuing support after deployment ensures value creation and ROI and not just another tool implementation nobody uses. Keeping us updated on product development and cross application functions give me standing to scale our subscription and unify our scattered landscape of data, platforms, and digital tools. As a non tech person the tool is so easy to administer.

What do you dislike about Whatfix?

The new visual cues and whatfix hub solve my issues. I wish flow steps that are skipped didn't cause such a delay. We need a global "end flow" button as the only way to end a flow bc users keep x-ing out of steps instead of hitting next out of habit.

What problems is Whatfix solving and how is that benefiting you?

Icertis user onboarding, support/training, and new feature/upgrade announcements

Read more
AU

Anonymous User

September 20, 2023 Source: G2.com
"Best customer education tool!"
What do you like best about Whatfix?

We have used Whatfix for three objectives of

1. Customer Education

2. Reduction in Support tickets

3. Premium conversion

It is safe to say that we were able to achieve all the three objectives. More of the tool can still be used to do much more than that.

What do you dislike about Whatfix?

The dashboard can be more intuitive. However, the overall experience is not hampered.

What problems is Whatfix solving and how is that benefiting you?

We have used Whatfix for three objectives of

1. Customer Education

2. Reduction in Support tickets

3. Premium conversion

Read more
SC

Suzanne C

August 15, 2023 Source: G2.com
"Easy to use platform."
What do you like best about Whatfix?

The end users have adopted well to Whatfix. It is very user friendly.

What do you dislike about Whatfix?

There are no downsides. All is working well.

What problems is Whatfix solving and how is that benefiting you?

It is helping our users adopt better to Salesforce. Users are more engaged with Salesforce. We are more productive.

Read more

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