Whatfix
Digital adoption platform that adds in-app guidance, training simulations and usage analytics to enterprise software.
Whatfix is a digital adoption platform that helps organisations get employees and customers using business software correctly. Whatfix overlays step-by-step guidance and self-help on live applications, clones applications into sandbox simulations for training, and tracks usage with product analytics. Its AI features write guidance from prompts, run roleplay practice and summarise behaviour data.
Best for Large organisations rolling out or changing complex software such as CRM, ERP or HCM systems that need to train users inside the application itself.
- Platforms
- Web
- Pricing model
- Contact sales
- Free trial
- Yes
- Made by
- Whatfix
- Added
Last verified: . Information taken from whatfix.com.
What is Whatfix?
Whatfix is a digital adoption platform sold to enterprises that want people to use their software properly and quickly. It consists of three products. The adoption platform places contextual walkthroughs, tooltips, pop-ups and task lists on top of an existing application, together with an embedded self-help panel, and works across web, desktop and mobile apps. Mirror copies an application into a no-code sandbox where staff can rehearse workflows, take assessments and practise conversations with AI voice or chat roleplay. Product Analytics captures events automatically, replays sessions and groups users into live cohorts. An AI layer runs across all three: it drafts guidance from plain-text prompts, gives users in-context answers, and turns behaviour data into recommendations. The vendor names banking, healthcare, insurance, education and the public sector among its target industries.
Key Features
In-App Guidance
Overlays walkthroughs, smart tips, pop-ups and task lists on a live application so users can finish tasks without leaving it.
Self Help Panel
Embeds a searchable help widget with guides, articles and videos inside the application to cut support requests.
Application Cloning
Replicates software into a sandbox for hands-on training and validation, with no coding needed to set it up.
AI Roleplay and Assessments
Runs voice or chat practice scenarios that adjust to the learner and records pass rates and weak points.
Product Analytics
Collects workflow events without engineering work, offers session replay and builds cohorts from current behaviour.
Content Lifecycle Controls
Manages guidance content with approvals, QA, versioning, rollback and staged releases.
Use Cases
- Onboarding New Hires
- Walk recent joiners through core systems so they reach working speed sooner.
- Managing a System Migration
- Guide staff through changed processes during an ERP or CRM replacement.
- Raising Feature Adoption
- Point users to capabilities they have not tried and measure whether usage follows.
- Deflecting Support Tickets
- Answer common how-to questions inside the application instead of through the help desk.
- Practising Customer Conversations
- Let sales or service staff rehearse difficult calls with an AI counterpart.
Things to know
- Pricing by quote
- No figures are published; plans are arranged through a demo request or the sales team.
- Plans differ by platform
- The plans page separates offerings for web and desktop apps from those for mobile apps, and multi-app packages exist.
- Three separately described products
- Adoption guidance, Mirror simulations and Product Analytics are presented as distinct products on one platform.
FAQs
What is Whatfix?
Whatfix is a digital adoption platform that adds guidance, training simulations and analytics to business applications. It is built for enterprise teams.
What is Whatfix used for?
Whatfix is used for user onboarding, employee training, change management, feature adoption and in-application user support.
How much does Whatfix cost?
Whatfix does not publish prices. The plans page lists Standard, Premium and Enterprise tiers and asks buyers to request a demo or talk to sales.
Is there a Whatfix free trial?
Whatfix shows a free trial button on its website. Details of what the trial covers are not given in the pages reviewed here.
Does Whatfix work on mobile?
Yes. Whatfix says its guidance can be deployed on mobile apps as well as web and desktop applications, and it has separate plans for mobile.
What AI features does Whatfix have?
Whatfix AI creates in-app guidance from text prompts, assists users in context, powers roleplay simulations and produces insights from usage data.
What products make up Whatfix?
Whatfix comprises three products: the Digital Adoption Platform, Mirror for simulated training environments, and Product Analytics.
Who it's for
- L&D teams
- IT leaders
- Product teams
- Customer support teams
- Enterprises
Comments
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