Pedro J.
PJ
Pedro J.
Customer Service Staff
"Versatile Tool with Outstanding Onboarding Capabilities"
4.5/5
What do you like best about Whatfix?

I really appreciate Whatfix's intuitive no-code authoring, which allows non-technical teams to create or update in-app guides without having to rely on developers. This flexibility is highly valued. I like how the guides adapt to user roles, workflows, or skill levels, making support feel relevant and timely. The analytics and insights feature is another aspect I love, as it lets teams track which guides users interact with or ignore, helping them refine processes and prioritize improvements. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Some users find it overly complex for basic use cases, especially if they only need simple tooltips or documentation. Pricing can be steep for small businesses or teams with limited budgets, especially for advanced features. There are occasional technical glitches with reports of minor bugs, such as guides not triggering correctly or delays in updates in certain integrations. Review collected by and hosted on G2.com.

Silvija K.
SK
Silvija K.
Customer Success Specialist
Mid-Market (51-1000 emp.)
"User-Friendly Tool with Versatile Content Creation"
4.5/5
What do you like best about Whatfix?

It's user-friendly and offers a wide variety of content types that can be created to help users navigate complex platforms Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Sometimes it can be a bit buggy, with some features not working as expected Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Verified User in Information Technology and Services
Small-Business (50 or fewer emp.)
"Using WhatFix for digital adoption, customer facing"
4/5
What do you like best about Whatfix?

I really like how easy it is to create new content. There is not really any need for coding involved. The customer support is also very quick in replying, and they provide excellent help. They are always very helpful in finding workarounds in those cases where the issue cannot be solved.

I am happy with the types of features that already exist, and WhatFix takes product feedback seriously. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Maintenance of big content libraries is currently a bit clunky, especially translation when many languages are supported. Controlling the translation of one piece of content for multiple languages requires a lot of jumping between different menus. Review collected by and hosted on G2.com.

James m.
JM
James m.
"Streamlines Complex Training with Precision"
4.5/5
What do you like best about Whatfix?

I appreciate Whatfix for significantly reducing learning friction and empowering our users. It's helped cut down on support and training costs, increased adoption, and boosted productivity. I like how it delivers better insights into our behaviors. Whatfix's better compliance and accuracy have improved productivity, allowing our staff to spend more time getting work done. I value the peace of mind it provides by preventing errors and non-compliance, making it extremely valuable for our company. Additionally, Whatfix's in-app guidance has reduced user errors and increased productivity. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

It's time-consuming when setting up and maintaining. There is limited flexibility for complex dynamic processes. The analysis can feel high-level. The setup and maintenance can be time-consuming, especially when frequent application updates require walkthroughs to be rebuilt and retested. Complex dynamic business processes are sometimes difficult to model using standard linear walkthroughs. Review collected by and hosted on G2.com.

MS
Margie S.
Enterprise (> 1000 emp.)
"Always-Available Support and a Design Partnership That Delivers"
4.5/5
What do you like best about Whatfix?

Support and Design Partnership. Support is always available, always helpful, and gets us a solution quickly.

Our Deign Partnerships allow us to mold the product, giving us exactly what we need in the end. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The downsides are the additional costs for additional products. I would love to be able to take advantage of Al products available through Whatfix. Review collected by and hosted on G2.com.

Anurag c.
AC
Anurag c.
Senior Business Development executive
"Highly Efficient for Onboarding, But Tricky Setup"
4/5
What do you like best about Whatfix?

I really appreciate how Whatfix excels at providing interactive, in-app guidance with step-by-step flows, smart tips, overlays, and contextual pop-ups. These features help users complete tasks within the software itself, leading to faster onboarding and fewer support queries. It also allows users to not need prior training, reduces mistakes in complex processes, and helps new users become productive faster. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Whatfix does not publish clear pricing publicly, and quotes can vary widely depending on use cases, apps supported, and user count, sometimes making budgeting and ROI forecasting difficult. Analytics could be better, as improved analytics and reporting features are not as robust as some competitors, making it trickier to extract deep usage insights or diagnose friction points without extra tools. The initial setup was not so easy. Review collected by and hosted on G2.com.

Suchit W.
SW
Suchit W.
Product Associate
Mid-Market (51-1000 emp.)
"A powerful and reliable platform for driving digital adoption and user productivity"
4.5/5
What do you like best about Whatfix?

Whatfix is extremely effective in driving digital adoption by providing in-app, contextual guidance exactly when users need it. The ability to create step-by-step walkthroughs, tooltips, and self-help content without heavy development effort is a huge advantage. It significantly reduces training time, improves user productivity, and ensures faster onboarding across applications. The analytics and insights also help identify user behavior and areas of friction, enabling continuous improvement. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

While Whatfix is a powerful platform, initial setup and configuration can feel complex for first-time users and may require some learning time. Advanced customizations and fine-tuning experiences sometimes need technical support. Additionally, managing large volumes of flows can become slightly challenging without a structured governance process. Review collected by and hosted on G2.com.

PR
Praveen Kumar R.
"Powerful Features Marred by Complexity"
3.5/5
What do you like best about Whatfix?

I use Whatfix for content creation and analytics. I like some of the dashboard features while building content. I also appreciate the live edit option and the ability to customize content on the live edit. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

Translations process in the dashboard is repetitive and time-consuming. Targeted user deployment is complex. Debugging is not user-friendly. Usage of the studio is very limited, most of the work needs to be done on the dashboard, and even the preview option is not always available in the studio. The auto-click option when building a flow highlights the element selection to the user, which should be hidden. Creating a branch flow is complex compared to other DAP tools. Adding initiators to the flow is not as easily understandable as the visibility rules. There should be an option to save or create own templates for pop-ups. Review collected by and hosted on G2.com.

Tony P.
TP
Tony P.
"Effective Digital Adoption with Room for UI Improvement"
4/5
What do you like best about Whatfix?

I like the assistance we received during the implementation of Whatfix, as the people were great to work with. Our current Customer Success Manager has also been very helpful. We have used Popups and Flows the most because they align best with our use cases. The Whatfix team helped us integrate with our translation application, Smartcat, which, although it took many months, now helps streamline the translation process for our country partners. We switched to Whatfix from Walkme mostly due to pricing options and because Whatfix's features and capabilities seemed more advanced. Even though the setup took time and effort, the Whatfix team helped us complete it with minimal impact on the end users. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

The Whatfix dashboard is not the most intuitive to navigate when it comes to accessing Widgets, Content, Translations, Self help etc. Widgets and Content should all be the same. The Draft/Ready/Production options are very confusing as well. Review collected by and hosted on G2.com.

SF
Stefanie F.
"Streamlined User Onboarding with Minor Setup Challenges"
4.5/5
What do you like best about Whatfix?

I love the speed with which we can create content for our end users. The ability to quickly generate smart tips and pop-up flows has been particularly useful. Review collected by and hosted on G2.com.

What do you dislike about Whatfix?

I find the Smart tips in Whatfix can become a nuisance because they often latch over pages in our application without specific URLs. It's tricky with submenus that don't have dedicated URLs, and setting up specific CSS selectors for these is cumbersome. The Smart tips can be annoying as they just show up on pages where we do not want them to be seen. Review collected by and hosted on G2.com.