Whatfix Reviews & Product Details

What I like most about Whatfix is how simple it makes user onboarding and training. The step-by-step walkthroughs are very intuitive and save a lot of time for new employees or customers. It also reduces support queries because users can find answers directly within the platform. The analytics feature is another big plus, as it helps track user engagement and improve processes continuously. Review collected by and hosted on G2.com.

The cohort feature it takes almost 8 hours to reflect if it comes in real time it will be helpful Review collected by and hosted on G2.com.

What I find most helpful about Whatfix is its in-app guidance, which offers users on-demand, step-by-step training and immediate self-help support. Some of the main benefits of using Whatfix are a reduction in support tickets thanks to AI-powered resource aggregation, quicker user adoption of new processes, and more effective change management through contextual tips and pop-ups. Additionally, its robust analytics empower organizations to make data-driven decisions regarding user adaptability. Review collected by and hosted on G2.com.

Currently , I don't have any specific dislikes about Whatfix,

as the product is constantly improving its new features and updates that contribute to better user experience.

One suggestion I would like to offer is to introduce a rule for the beacon so that it does not disappear when clicked. Review collected by and hosted on G2.com.

What I value most about Whatfix is the Support and Customer Success team. They are attentive, proactive, and genuinely eager to assist. Their follow-ups are consistent, their guidance is clear, and they ensure that nothing is overlooked or forgotten.

On top of that, the platform’s analytics, reporting capabilities, and AI-powered search tools are incredibly helpful for gaining insights into user behavior and driving platform adoption. Whatfix also provides effective ways to showcase new features and guide users through workflows, which significantly enhances the value of our product. Review collected by and hosted on G2.com.

Certain aspects of the platform are not particularly intuitive, especially when first starting out. Many features seem to require technical support, making it difficult to work independently without some form of guidance. The onboarding process was also rather intensive and, at times, overwhelming, with lengthy training sessions and several handovers between different team members. Review collected by and hosted on G2.com.

Whatfix has been a strong strategic partner to Cox Automotive, collaborating with us to shape their product roadmap while providing an intuitive, easy‑to‑use platform that requires no technical background. Its in‑app guidance—flows, smart tips, pop‑ups, and self‑help—helps our teams adopt new features quickly, streamline onboarding and training, and reduce support needs. Beyond the product, the Whatfix team consistently brings a collaborative, solution‑oriented approach that enables us to drive meaningful digital adoption across our organization. Review collected by and hosted on G2.com.

The biggest challenge we’ve had with Whatfix is adopting its product analytics capabilities. The reporting is not yet flexible enough for the structure and needs of our sales organization, which makes it difficult to measure activity and derive meaningful insights. As a result, there has been ongoing hesitation and lack of confidence in the data outputs, limiting our ability to fully leverage analytics for decision‑making. Review collected by and hosted on G2.com.

I really appreciate Whatfix's willingness to work with us on enhancements based on user experience and use cases. They always listen to any issues I have with the tool and provide me with timelines for those requests based on priority. It is great to have someone always available to help address any issues we encounter. Review collected by and hosted on G2.com.

I find the customizability of Whatfix limited, particularly when it comes to aligning with our company branding and preferences. The integration with Salesforce is not as seamless as I'd like, and having more color options and shapes for launchers and beacons would help it fit better with the existing layout. Additionally, I've experienced issues with Whatfix working on Macs and in Safari, which affects a lot of our users. Review collected by and hosted on G2.com.

We have found whatfix to be a truly customer-focused organization throughout our long-term partnership. The Digital Adoption Platform is powerful and highly customizable, allowing us to tailor it perfectly to our product's specific needs. Throughout our collaboration period, their services have been reliably available, with nothing to complain about. Review collected by and hosted on G2.com.

In general, customizing the popups could be a bit smoother. Selecting fonts for individual row items can involve excessive clicking, which can be a bit frustrating. While pre-built templates are available, adding more customization options to them would make the product even better. Also, it would be nice if the visibility settings for the popups could be sourced from stored configurations. Review collected by and hosted on G2.com.

I use Whatfix for Digital Adoption and Product Analytics. It allows me to quickly disseminate information to our support engineers and track how they use our tools. I like that it hits a perfect balance between features, support, ease of use, and price. Their product iteration is evident, with improvements continuously rolling out. Whatfix offers a really competitive price compared to its competitors, and this better price does not come with a feature or support tradeoff. The Whatfix team made sure to provide us with the right features, training, knowledge, and support to achieve our results. I also find their intuitive click UI makes most content correctly latch with clicks, which is helpful. Review collected by and hosted on G2.com.

Sometimes latching DAP elements might require a bit more technical knowledge than I have, but this could be an issue with my tool and not Whatfix. Even though that might happen, we always have the necessary support from them. Additionally, the extension deployment in Mac took us a bit longer as our internal IT was not familiar with the deployment type. Review collected by and hosted on G2.com.

I find Whatfix relatively easy to use. As a user, I often look at the analytics and find them very important. The analytics help me understand how often the flows are viewed and whether they solve the problems, which in turn helps us improve the utility. The ability to highlight new features and communicate directly with users within the app also increases engagement. Review collected by and hosted on G2.com.

I have heard that it can occasionally be difficult to configure the flows exactly as we want to use them. However, support is usually helpful in this regard. The initial setup was somewhat cumbersome, as one has to produce content. Review collected by and hosted on G2.com.

Whatfix has unlocked a whole new level of support for our customers. As a SaaS product, this kind of functionality is expected from our users, but it isn't easy to build in-house, and would require a lot of investment and time to maintain. Whatfix makes it possible for CX, Marketing and Customer Success teams to implement and manage this functionality, without being dependent on other business units. Review collected by and hosted on G2.com.

It can be quite fiddly to set up the flows and test them properly before publishing. We have needed to ask for special coding on a few instances - but this is partly due to our own platforms set up. Whatfix Support is always fast to help and resolve things. Review collected by and hosted on G2.com.

Whatfix is extremely easy to use, and the experience is further improved by the excellent support provided during onboarding as well as the continued assistance offered throughout your time as a client. Review collected by and hosted on G2.com.

A few minor tasks can be a bit tricky or take longer than expected. Review collected by and hosted on G2.com.