I really like how Tasklists and Flows help us train our stakeholders in a structured and scalable way. Tasklists give users a path to follow with step-by-step instructions on what to do. Flows are like a guide that shows them how to do things in time right inside the application. This means we do not have to rely much on traditional training methods and our onboarding process is more hands-on and efficient.

Using Tasklists and Flows together helps our users learn faster feel more confident and do things the way across all teams.

What I like best about Whatfix is that it is easy to create guidance for our users without needing to know how to code. I like features like Flows, Pop-ups, Beacons and Smart Tips because they help us assist our users in a way that makes sense for what they're doing. Whatfix is easy to use and flexible so we can customize the experience for our users based on how they behave. I also like the tools that help us see how users interact with the platform because they give us ideas, for how to make things better. Review collected by and hosted on G2.com.

One area where Whatfix can improve is in organizing content and managing its lifecycle especially as people use it. When dealing with Tasklists, Flows and Widgets across various applications or teams it gets hard to keep things structured prevent duplication and make sure old content is removed properly.

Some improvements in managing content in bulk controlling versions and categorizing or tagging better would make it easier to handle content when it grows and make governance better.

The user interface can feel a bit much at times especially when managing many Flows or Widgets. Some advanced customizations need support or workarounds which can delay creating content. Also Whatfix should be more flexible in the survey and quiz module as we try to get more in-app feedback. Review collected by and hosted on G2.com.