Whatfix - Short Review

Sales Tools



Whatfix Product Overview

Whatfix is a comprehensive Digital Adoption Platform (DAP) designed to enhance user productivity and streamline the onboarding, training, and support processes for enterprise application users. Here’s a detailed look at what Whatfix does and its key features.



What Whatfix Does

Whatfix acts as an in-application interactive solution, providing contextual training, help, and on-screen guidance to employees and end-users. It empowers users to learn and become more productive within their applications without needing to leave the application for information. This approach significantly boosts user engagement and productivity.



Key Features and Functionality



In-App Digital Guidance

  • Whatfix allows enterprises to create and deliver contextual and customized content in the form of Flows, help tips, videos, links, and text. These guides are interactive, step-by-step, and appear based on the user’s location and role within the application.


Zero-Coding Content Creation

  • The platform offers a no-code authoring tool, enabling users to create content without any dependence on IT teams. This includes walkthroughs, smart tips, and other forms of guidance that can be created and deployed easily.


Personalized Onboarding and Training

  • Whatfix provides personalized onboarding tours and microlearning plans that guide users through key features and tasks based on their role, competence, and location within the application. This ensures new users are quickly and effectively integrated into the system.


Contextual Help and Self-Service

  • The platform offers in-app contextual help, including smart tips, beacons, and self-help content. These features ensure users receive relevant assistance exactly when and where they need it, reducing support overhead and enhancing user experience.


Change Management

  • Whatfix helps in managing changes by highlighting new features or process changes within the application. This is achieved through beacons, alerts, and announcements that keep users updated and engaged with the latest developments.


Data-Driven Adoption and Analytics

  • The platform provides insights into user behavior, content usage, and user engagement. This data helps in continuously optimizing the user experience and improving adoption rates. Additionally, Whatfix integrates with survey tools to gather user feedback and measure the effectiveness of the content.


Omnichannel Experience and Integration

  • Whatfix is not limited to a single environment; it integrates with existing knowledge bases, learning management systems (LMS), and other repositories. This ensures that users have access to a unified and comprehensive help system across all their applications.


Deployment Flexibility

  • Whatfix supports both cloud and self-hosted modes of deployment, catering to customers with stringent security requirements. Content can be hosted on a customer’s web server or CDN without any connection to public clouds.


Mobile and Multi-Platform Support

  • The platform is optimized for mobile users, providing help regardless of how users access the application. Whatfix supports web, desktop, and mobile platforms, ensuring a consistent user experience across all devices.

In summary, Whatfix is a powerful tool for enterprises looking to enhance user adoption, productivity, and overall experience with their software applications. Its robust features, ease of use, and flexible deployment options make it an ideal solution for a wide range of enterprise needs.

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