Who Uses This Software?

SMBs and Enterprises who are pained with increasing number of customer support queries and spend long hours on training to train their customers.


Average Ratings

30 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Whatfix
  • whatfix.com/
  • Founded 2013
  • India

About Whatfix

Ease User Onboarding - With Whatfix Flows, you will be able to guide users navigate on your website or web-product. This would help them understand your product or service in a much simpler manner increasing productivity and engagement.


Whatfix Features

  • Course Management
  • E-Verify / I-9 Forms
  • Electronic Forms
  • Electronic Signature
  • Employee Handbook
  • Employee Portal
  • File Management
  • Job Description Management
  • Orientation Management
  • Task Management
  • Tax Forms

Whatfix Reviews Recently Reviewed!

Easy and quick way to integrate on boarding and support content into your application

Oct 05, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: -Lots of features to play with -About as easy as it gets for complicated tasks -Integration with your existing Google Analytics used with reporting -Very Helpful WhatFix Team Members always willing to lend a hand (Sneha)

Cons: -Takes a moment to figure out exactly how to get certain elements mapped to perform exactly the way you want. Need a bit of HTML/CSS experience to truly get the most out of the application.

Great tool and better support

Oct 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: I love that I can continuously grow the help library we have for our customers simply without needing the help of my developers. No matter what new thing we release, I know people will understand how to use it now with Whatfix.

Cons: Setting up analytics is a little difficult and an added step to check. It would be awesome if it were all on my dashboard when I log in.

Extremely helpful to us and to our customers!

Sep 27, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: WhatFix continues to come out with new ways to use their product and also comes out with new features. Setting up the product and learning how to use it was a breeze. At first I was overwhelmed by having to create each step, but after the first flow, you really get the hang of it. Customer support is also great. They always answer with a timely response and I always get my question answered. I was having trouble with a few of the flows I created and I was able to get the help I needed.

Simple but powerful, with outstanding support

Aug 25, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Continuing to develop features with ecommerce platforms in mind will the really beneficial for ours and I'm sure other organizations.

Pros: The tool itself is excellent - it gives us the means to easily, effectively, and unobtrusively communicate to our users - but the excellent support from Whatfix in helping us make the most of the tool is unparalleled. They take the time to work with us on our own implementation, rather than some boiler-plate customer care that you've seen from other organizations.

WhatFix helped us onboard thousands of customers to our new website and customer portal!

Aug 03, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The ability customize the conditions under which specific workflows are triggered is awesome. The support offered from our agent, Kritika, was extremely helpful in setting up the more complex conditions.

Cons: The ability to customize the look and feel of the workflows is limited to just text and color (and a few other options). I would like to be able to customized the look and feel of every aspect of the workflows.

Excellent way to ease user onboarding!

Jul 05, 2017
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The customer support is unbelievable! The Whatfix customer support team is always available to assist with the areas we have trouble on and they do everything they can to get the flows to work in the most optimal way. This tool helps us to provide guidance to all users when they are unsure of how to navigate a certain activity without requiring them to exit the application and review documentation. It helps to fill a training gap at a very affordable price.

Cons: There are certain aspects of the flows that we cannot implement ourselves because they require a little bit of coding, but as long as the customer support team continues to help, then it really isn't a critical limitation.

Incredible product. Phenomenal support.

Jun 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: There are a few enhancements that we are hopeful will be integrated into Whatfix, such as text only helps that can be integrated into Self-Help.

Good Support from Tech team

May 15, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It helps our business easier which guide our customer step by step to understand the system. Our users get understand quickly with our tool.

Cons: We still need more development to make the feature is work well and more friendly to users. This should be fixed.

Good support from the team

May 11, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It is very informative and easy to use. Impactful to business process and reduce a lot of headcounts to resolve customer issues.

Cons: There are much more developments in the pipeline to make the tool a lot more applicable to business needs.

Great customer services, little bit of a learning curve

May 09, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Does everything we need Walkthroughs and customizations are great Simple interface Multiple formats to export your flows into for training End-user experience is very direct The support staff has been a great resource in getting us up and running!

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

Apr 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: If i have to come up with any Cons about Whatfix i would say the Integrations table is getting harder to manage. Reason for this is that my software is vary versatile and users use our software differently and I have to create custom Walk Through's for each. It has taken me a while to manage the Integration portion but Whatfix has been very patient and helpful every step of the way.

Vendor Response

by Whatfix on May 12, 2017

Thanks a lot for the comment. You will no longer face the issue of managing multiple user levels and integrations. We recently released few usability updates, shifting the control in the integration console to our UI via the Interactive guide segmentation section. It will allow you to segregate the walkthrough on the basis of parameters like User profiles, User personas, URL (page based), and a lot more.

Using WhatFix has increased our engagement with our free trials

Nov 16, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Best value I found when researching for a product like this. Also the service can not be beat.

Cons: It did take a while to learn. It could be more user friendly.

Overall: The lifeblood of our sales process are free trials of our product. We have seen that 50% of our free trialers use WhatFix. We have a lot of variables in place that effect our new sales but our sales have increased by 50% since we have implemented WhatFix!

Whatfix is Great

Jul 26, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: As a small startup company, Whatfix does a fabulous job with our user onboarding process . It's unique features, such as the self help tab and the task list, make it easy for to get users started and minimizes customer queries.

Pros: It's very easy to use and implement in your application. The Whatfix support page is incredibly helpful and straightforward and the customer service is superb.

Cons: It's difficult to integrate the some of the scripted code in the admin integration sections without the help of a Whatfix support team member.

Vendor Response

by Whatfix on February 13, 2017

Thanks for the feedback! Our next big feature release will include an easy to use User Interface for integrating Whatfix guides into your application. That should help you sort out the issues regarding embedding the scripts.

Whatflow flows implementation in a special education web based product

Jul 15, 2016
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support
3 / 5
Value for Money

Comments: 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.

Vendor Response

by Whatfix on February 13, 2017

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.

Whatfix works well for us

May 12, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Gen25 is a Salesforce partner. We build custom Salesforce environments for our clients. One of our clients needed a tool to train new employees in using Salesforce. After a review of several onboarding tools we suggested to use WhatFix. Right now we are implementing WhatFix in a Sandbox Salesforce Environment, building flows, segmenting flows for different user groups, etc. So far WhatFix has lived up to our expectations. It's easy to use and feedback is great.

Pros: - Whatfix is intuitive: You don't need a computer science background to build flows; - Customer support responds almost instantly to questions; - Free online training sessions are included; - Integration with Salesforce works well; - Segmentation of flows to different user groups works well;

Cons: Flows can be turned into Youtube videos. WhatFix told us that they are working on a feature to add voice notes to these videos.

Great product and amazing customer service and dedication to clients

Apr 28, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: WhatFix has provided our company with an interactive tool to assist our internal sales reps with multi step processes within our Salesforce. It's created an easy to use, easy to navigate system that promotes action and ultimately saves our employees time having to learn new processes. The customer service and response time is extremely impressive. Working with my sales rep, Srihari and my Customer Success rep, Chirabrata has been a great experience. They're both extremely dedicated to their company and their work. I mostly appreciate the proactive outreach they provide and the passion they have to make sure their clients see success from their product.

Vendor Response

by Whatfix on February 13, 2017

Thanks for the kind words, Kate. Our Customer Success team is exhilarated with your comment.

Nice product to reduce overall support queries

Jan 28, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: It helps us to reduce basic 'how to' queries for our website. It is also giving good user experience to new users with feature like 'tour', selfhelp etc

Intuitive UI and amazing support

Jan 28, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The product UI is very intuitive and it is very easy to create flows independently. Even playing around with the product is very easy. I have been associated with the organization since last 2 years or so and the organization has been very responsive to our requirements. The support provided to implement flows with our product is amazing and the staff is very courteous.

One of the easiest and most intuitive UI

Jan 28, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I have found the product interface very intuitive and easy to use. Also, the support we required to make the product compatible with ours was amazing. Our issues were resolved in no time and RFCs were also delivered promptly.

Pros: Intuitive interface Competitive cost Free trials

Vendor Response

by Whatfix on February 13, 2017

Thanks for the lovely review, Swati.

Great product

Jan 15, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Great product, has really helped us reduce unnecessary contacts.... Easy to use and implement... Great, attentive and helpful customer service... quick response times

Pros: Great customer service Fast response time Great customization

Vendor Response

by Whatfix on February 13, 2017

Thanks for the amazing review, Bryce.

WhatFix help guides - enhancing "self-service"

Dec 21, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Whatfix, helped to create interactive guides & ease "Self-Service" on-boarding experience for InstaSafe Secure access. Its intuitive interfaces have assisted speedy customer support resolution & simplified navigation.

Pros: - Intuitive interface - awesome support - Super easy & quick integration

Cons: - Looking forward to their analytics features.

Very easy, useful tool!

Nov 10, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I am so glad to have found the whatfix tool. It makes training so much easier! It takes a person out of hand holding customers and enabling them to self serve. It is very easy to use and very helpful. Thank you to Chirabrata Das for always being available to answer my questions. He was a great help to me on setting up this tool for Avnet!

Excellent tool to control your support costs

Sep 09, 2015
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: Cuztomise is Enterprise Mobility platform for Field services and sales companies. Its a complete DIY platform where users can modify workflows and data points and their interactions on the platform by setting some rules. This can become complex for some users for which they take help of our support staff. We implemented Whatfix inside cuztomise administration panel. We have seen 40% reduction in number of support calls over a period of 8 months of our implementation.

Reduced our support costs by 40%

Sep 09, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: 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.

Vendor Response

by Whatfix on February 13, 2017

Thanks for the amazing review, Mohit. Currently, Whatfix is responsive and supports mobile web. Whatfix also supports hybrid HTML5 mobile apps.

Apr 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Oct 05, 2016
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Sep 23, 2016
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Apr 26, 2016
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money

Jan 28, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Dec 17, 2015
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money