Whatfix Features
Self-Service Experience (5)
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Knowledge Base
Provides a repository of information that can be used by those seeking support.
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Searchable Articles
Makes articles in the knowledge base searchable on the web.
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Community Forums
Enables users to engage with other users to solve common issues.
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Mobile Optimization
Optimizes the customer self-service experience on mobile devices
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Personalization
Gives the user targeted, personalized results based on their activity or preferences
Self-Service Platform (4)
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Branding
Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
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Automation
Automates some or all operation related tasks
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Artificial Intelligence
Utilizes artificial intelligence to improve workflows or customer experiences
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Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools
User Analysis (4)
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Survey Implementation
Allows you to deploy NPS surveys to users.
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Data Analysis
Analyzes user survey responses and information in the application.
Real-Time Data
Receive data and information in real time
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
User Support (3)
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User Segmentation
Organizes users into predefined groups and provides different responses based on group.
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Multi-Language Support
Supports multiple languages.
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Behavior-responsive Messaging
Provides responses based on user behavior and feedback.
Walkthrough Type (2)
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Audio-visual Walkthroughs
Supports audio and video-based walkthroughs.
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Text Bubble Walkthroughs
Supports text bubble walkthroughs.
Product Analytics (9)
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Account-Level Analytics
Ability to see analytics at the account level.
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User-Level Analytics
Ability to see analytics at the user level.
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Segmentation
Ability to compare usage across segments such as role, company size, etc.
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Funnels
See how users move though a product via grouped page sequences
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Alerts
Receive automated alerts and reports based on gains or losses in performance.
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Multi-Product Analytics
View analytics for multiple products in a single dashboard, including cross-product engagement
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User Scoring
Scores customers and visitors to identify at-risk or thriving accounts.
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Integrations
Breadth and functionality of integrations with third-party products.
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Generative AI (1)
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AI Text Summarization
Condenses long documents or text into a brief summary.
Platform Basics - Digital Adoption Platform (2)
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Integration
Enables integration with web-based software, websites, or other software applications.
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Communications
Provides cued prompts, messages, tooltips, notifications and branded tutorials.
Analytics - Digital Adoption Platform (4)
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Analytics
Manages user interactions and analyzes user behavior data within the software or application.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Real-Time Analytics
Analyze and gain insights into data in real-time
Functions - Digital Adoption Platform (3)
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Customer self-service
Supports self-service features like troubleshooting, form completion, or knowledge base access.
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In-app guidance
Provides in-app guidance on company-specific tools and workflows for onboarding.
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Agentic AI - Product Analytics (5)
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
Machine Learning
Enable businesses to implement machine learning algorithms on business data such as sales and revenue
Agentic AI - Customer Self-Service (7)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Multi-step Planning
Ability to break down and plan multi-step processes
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Cross-system Integration
Works across multiple software systems or databases
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Adaptive Learning
Improves performance based on feedback and experience
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Digital Adoption Platform (4)
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Adaptive Learning
Improves performance based on feedback and experience
Asynchronous Learning
Supports flexible learning at different times (i.e., learners can access course materials at their own pace)
Blended Learning
Supports learning paths that combine in-person classes with online/virtual courses
Self-paced Learning
Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge
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.
Additional Functionality (53)
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Funnel Analysis
Method of analysis that visualizes the series of events that lead towards a defined goal.
Product Data Management
Capture, organize and track product-specific data and information in a centralized location
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Cohort Analysis
Analytics that breaks the data in a data set into related groups/categories.
Session Recording
Record active support and chat sessions for auditing and training
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Visualization
Graphical representation of data
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Interactive Reports
Edit and personalize data view as needed
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Task Management
Create, manage and track all task activities and progression
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
In-App Training
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Gamification
Games or game-like elements to track progress and reward accomplishments
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Customizable Fields
Customize data fields to support various needs and use cases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Reports
Alter the layout and content of reports
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Launch Management
Content Library
Centralized repository to store content and assets
API
Application programming interface that allows for integration with other systems/databases
User Onboarding
Guide new users to understand and become proficient in using a product or service
Customizable Branding
Add customized logos and colors to align with company branding
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Data Quality Control
Establish guidelines about how much and what kind of data can be stored in the repository
Data Import/Export
Import and export data to and from software applications
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Self Service Tools
Survey/Poll Management
Create and administer polls and surveys
Learning Management
Organize and track educational activities
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Interactive Content
Allow the audience to interact or engage with the content
Activity Tracking
Track and document all activities across devices, networks, and other systems
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Training Management
Track employee/learner's progression through training programs
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Content Creation
The ability to create unique content


