Whatfix Features
Self-Service Experience (5)
Knowledge Base
Provides a repository of information that can be used by those seeking support.
Searchable Articles
Makes articles in the knowledge base searchable on the web.
Community Forums
Enables users to engage with other users to solve common issues.
Mobile Optimization
Optimizes the customer self-service experience on mobile devices
Personalization
Gives the user targeted, personalized results based on their activity or preferences
Self-Service Platform (4)
Branding
Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
Automation
Automates some or all operation related tasks
Artificial Intelligence
Utilizes artificial intelligence to improve workflows or customer experiences
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools
User Analysis (2)
Survey Implementation
Allows you to deploy NPS surveys to users.
Data Analysis
Analyzes user survey responses and information in the application.
User Support (3)
User Segmentation
Organizes users into predefined groups and provides different responses based on group.
Multi-Language Support
Supports multiple languages.
Behavior-responsive Messaging
Provides responses based on user behavior and feedback.
Walkthrough Type (2)
Audio-visual Walkthroughs
Supports audio and video-based walkthroughs.
Text Bubble Walkthroughs
Supports text bubble walkthroughs.
Product Analytics (8)
Account-Level Analytics
Ability to see analytics at the account level.
User-Level Analytics
Ability to see analytics at the user level.
Segmentation
Ability to compare usage across segments such as role, company size, etc.
Funnels
See how users move though a product via grouped page sequences
Alerts
Receive automated alerts and reports based on gains or losses in performance.
Multi-Product Analytics
View analytics for multiple products in a single dashboard, including cross-product engagement
User Scoring
Scores customers and visitors to identify at-risk or thriving accounts.
Integrations
Breadth and functionality of integrations with third-party products.
Generative AI (1)
AI Text Summarization
Condenses long documents or text into a brief summary.
Platform Basics - Digital Adoption Platform (2)
Integration
Enables integration with web-based software, websites, or other software applications.
Communications
Provides cued prompts, messages, tooltips, notifications and branded tutorials.
Analytics - Digital Adoption Platform (1)
Analytics
Manages user interactions and analyzes user behavior data within the software or application.
Functions - Digital Adoption Platform (2)
Customer self-service
Supports self-service features like troubleshooting, form completion, or knowledge base access.
In-app guidance
Provides in-app guidance on company-specific tools and workflows for onboarding.
Agentic AI - Product Analytics (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Customer Self-Service (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Digital Adoption Platform (1)
Adaptive Learning
Improves performance based on feedback and experience
Behavioral Analytics - Product Analytics (5)
Multi-Product Analytics
View analytics for multiple products in a single dashboard, including cross-product engagement
User level Analytics
Ability to see analytics at the user level.
Account level Analytics
Ability to see analytics at the account level.
Segmentation
Ability to compare usage across segments such as role, company size, etc.
Funnels
See how users move though a product via grouped page sequences
AI driven optimization - Product Analytics (4)
User scoring
Scores customers and visitors to identify at-risk or thriving accounts.
Adaptive learning
View analytics for multiple products in a single dashboard, including cross-product engagement
Automated insights
Anticipates needs and offers suggestions without prompting
Autonomous task execution
Capability to perform complex tasks without constant human input
Platform Infrastructure - Product Analytics (3)
Cross System integrations
Works across multiple software systems or databases
Alerts
Receive automated alerts and reports based on gains or losses in performance.
Integrations
Breadth and functionality of integrations with third-party products.





