Whatfix

Whatfix is a data-driven, enterprise-grade Digital Adoption Platform (DAP) that leverages artificial intelligence to help organizations and users maximize the value of their software investments. Powered by its proprietary AI technology, ScreenSense, Whatfix provides a unified platform for creating in-app guidance, offering hands-on simulations, and delivering actionable analytics. It is designed to work seamlessly across web, desktop, and mobile applications, making it a versatile solution for both employee-facing and customer-facing software.

The platform's core mission is to make technology more accessible and user-friendly, reducing friction and enabling users to learn within their workflow. By embedding contextual help, proactive support, and on-demand assistance directly into applications, Whatfix accelerates user onboarding, improves productivity, ensures process compliance, and reduces the burden on support teams. It is trusted by numerous Fortune 1000 companies to drive their digital transformation and employee enablement strategies.

How to use Whatfix

Using Whatfix involves a strategic, multi-step process to integrate guidance and analytics into your applications:

1. Deployment: Begin by deploying Whatfix onto your target applications. This is a no-code process that involves adding a JavaScript snippet or using a browser extension, making it accessible for non-technical teams.
2. Content Creation: Use the intuitive, no-code Whatfix Studio to create various forms of in-app guidance. You can build interactive Flows that guide users step-by-step, create Smart Tips that provide contextual information on specific elements, and design Pop-Ups for important announcements.
3. Aggregate Knowledge: Integrate your existing knowledge bases, FAQs, and training documents into the Self Help widget. This creates a single, searchable resource hub within the application, powered by AI for smart search and content summarization.
4. Analyze User Behavior: Leverage Whatfix Product Analytics to track how users interact with your application and the guidance content. Set up no-code event tracking, analyze user journeys with Funnels, and use natural language queries to uncover deep insights.
5. Create Training Simulations: With Whatfix Mirror, create interactive, risk-free replicas of your web applications. These sandboxes are perfect for hands-on IT training, allowing users to practice complex processes without affecting the live environment.
6. Iterate and Optimize: Continuously monitor analytics dashboards to understand user drop-off points, content effectiveness, and task completion rates. Use these data-driven insights to refine and improve your guidance for maximum impact.

Core Features of Whatfix

• AI-Powered In-App Guidance: Delivers contextual, interactive guidance such as step-by-step Flows, Task Lists, Smart Tips, Beacons, and Pop-Ups to assist users in real-time.
• Self Help Widget: An embeddable, on-demand support center that aggregates all help resources (articles, videos, Flows) and features QuickRead+, an AI tool for summarizing content.
• Product Analytics: A powerful analytics suite for no-code event tracking, visualizing user journeys, creating funnels, and generating AI-powered insights through natural language queries.
• Whatfix Mirror: A tool to create interactive sandbox replicas of web applications for safe, hands-on software training and user testing.
• Multi-Platform Support: Provides consistent guidance across web, desktop (including virtual environments like Citrix), and native mobile applications.
• Content Management & Export: A no-code editor for easy content creation and lifecycle management. Content can be exported into various formats like videos, PDFs, and slide decks for use in an LMS or knowledge base.
• Personalization and Segmentation: Tailors guidance and communication based on user role, location, behavior, and other attributes for a highly relevant experience.
• Enterprise-Grade Security & Integrations: Offers robust security features like data residency selection, SSO, and IP whitelisting, along with integrations with major enterprise systems.

Use Cases for Whatfix

Whatfix is applied across various business functions to solve critical challenges:

• Employee Onboarding: New hires at companies like Renewable Energy Group (REG) use Whatfix for in-app training on complex systems like Salesforce and JD Edwards, cutting time-to-proficiency by nearly 50%.
• Digital Transformation & Software Rollouts: When implementing new systems like a CLM (Contract Lifecycle Management) solution, Whatfix provides essential guidance to ensure smooth adoption and process compliance, as seen with Ferring Pharmaceuticals.
• CRM Adoption: Global companies like Experian use Whatfix to standardize Salesforce usage across multicultural teams, improving data quality and driving consistent adoption.
• Reducing Support Costs: By providing on-demand, in-app self-service, Whatfix empowers users to find answers themselves, significantly reducing the volume of support tickets and freeing up IT and SME resources.
• Performance Support: It acts as a modern performance support system by delivering just-in-time, contextual help directly within the user's workflow, eliminating the need to switch contexts to find information.

Advantages of Whatfix

Whatfix offers significant advantages for enterprises:

• Increased Productivity: By providing answers at the moment of need, it eliminates wasted time and helps employees complete tasks faster and more accurately.
• Maximized Software ROI: Ensures that expensive enterprise software is fully utilized, increasing feature adoption and unlocking its full value.
• Reduced Training & Support Costs: Automates much of the training and support process, leading to substantial cost savings, as evidenced by Sentry's reported $950,000 in resource savings.
• Data-Driven Insights: Provides clear, actionable analytics on user behavior, enabling organizations to make informed decisions to improve processes and user experience.
• Scalability and Consistency: Easily scales across global teams and diverse application portfolios, ensuring a standardized and compliant user experience everywhere.

Pricing and Plans

Whatfix offers customized pricing based on the specific needs of a business. The pricing model consists of a flat platform fee plus user license fees. The license fee structure varies:

• For employee-facing applications: Pricing is based on the total number of users with access to the application.
• For customer-facing applications: Pricing is based on Monthly Active Users (MAUs).

The product suite is broken down into several plans:

• Digital Adoption Platform (DAP): Available in Standard, Premium, and Enterprise plans for web and desktop. A Standard plan is offered for mobile apps.
• Product Analytics: Comes in a Standard (free with a DAP plan), Premium, and Enterprise plan.
• Mirror: Offered as a Standard plan.

Specific pricing details are not publicly listed. Interested parties are encouraged to request a demo or contact the sales team for a custom quote. Discounts are available based on specific needs.