Whatfix

Vorteile

This tool is essential for our company to integrate, train and support remote and in-office employees on enterprise software applications to drive adoption, reduce training and support costs, and improve productivity on a massive scale.

Nachteile

The free trial version is limited in both functionality and duration.

Vorteile

In general, Whatfix is easy to use. The widgets offer many possibilities to help users do their jobs more efficiently and with less stress. Pricing was straight-forward without all the add-ons competitors would charge. Most importantly, Whatfix's team members are kind, helpful, hardworking, and innovative! They are always upgrading and improving the tool. They find solutions to problems which would otherwise stress us out! We have never had such a positive vendor relationship!

Nachteile

Although creating content is easy, it's not always as easy to make it work and appear correctly. (Thank goodness for the excellent Whatfix support team, though!) I just wish it was easier to do everything myself. Also, being a bank with stringent security, we struggle with being able to grant system access to the Whatfix team to help us set up new systems and create content. This is not a "con" against Whatfix per sae; it is just a fact that we must work around.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Whatfix

Vorteile

Whatfix is a very good software and it is easy to use and help guide the customer step by step to resolve their concerns.

Nachteile

The price is a little high. It is lack of analytical features. Some features is not easy to configure.

Vorteile

Usage of page tagging so that as you experiment and move things around the page that you do not need to reconfigure things. You can create video flows and also create translations without having someone on staff.Support was great!

Nachteile

Some of the pop-ups were challenging to configure using their own templates. Sometimes meetings would get delayed.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Whatfix

Vorteile

With the help of task lists, self help and pop ups we can directly support our customers (users) and provide them with help. This way we can reduce the number of support tickets and relieve the support team.

Nachteile

The use of tags is currently still a bit cumbersome and could be clearer or better structured. It would also be desirable to be able to open the CLM board in multiple browser tabs. Linking content (e.g. link from an article to a walkthrough) could be simplified.

In Betracht gezogene Alternativen

Warum Whatfix gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu Whatfix

Vorteile

Whatfix has so many useful features. Some of the smallest but have large impacts are the Beacons and the popups. These functions allow us to communicate changes within our processes and products almost instantly. Previously, communicating rapid or sudden changes would take time, and during that time, customers and employees are either waiting to be able to deliver the appropriate information or service, or they have incorrect information. this creates tickets and complaints. Being able to deliver information as rapidly as we can using Whatfix has reduced the time gap exponentially! The guided walk-throughs are also incredible. Realistically, what should you expect a newly hired employee to remember right after class. With so many policies, processes, and procedures, the expectation to "just know it" is unfair. Whatfix takes the stress off of the employee to instantly master something. Whatfix helps create an environment of trust, comfort, and confidence because the tools are "at the ready"! The DAP is amazing and intuitive.The other pro to Whatfix is their service. In my personal and professional life, Whatfix is #1 in client support and customer care. I just don't experience this level of service from anyone else! Friendly, efficient, and focused on our success!

Nachteile

I just can't think of any cons at this time!

Vorteile

Great UI and contents are easy to configure. Product team and support team is very proactive

Nachteile

None. Everything works as expected and I hope the spirit remains as-is.

Vorteile

The onboarding was fantastic. The support was great and the processes were easy and informative. The product itself is great. We required some custom development work which they agreed to do. They stuck the timeframes and communication was great.

Nachteile

I cannot think of anything. Overall, great service

Vorteile

Whatfix allows users to create interactive step-by-step guides with contextual tooltips, pop-ups, and overlays. This feature helps users understand and perform tasks within a software application in real-time, reducing the learning curve and increasing productivity.

Nachteile

Some users may find the initial setup and configuration process of Whatfix to be complex or time-consuming. Depending on the complexity of the software being documented and the customization required, it could take significant effort to create and maintain interactive walkthroughs or guides.

Vorteile

First and foremost, Whatfix allows me to have easy, accessible control over the content I'm providing to users. Instead of an overcomplicated design and seemingly huge hurdles to get through that require taking up the dev team's time, I am able not only to create but manipulate my content on a range of deliveries. Whether its guiding a user with a workflow or directing them to an in-depth article, the thing I like most about WhatFix has been the ability to create a training space for users and continue to easily adapt to their needs.

Nachteile

The only thing I'd like Whatfix to expand on is the ability to export specific analytics (self help feedback) from the site. That's not to say it won't come in the future because they continue to listen to their customers and improve their layout, but its the only thing that sticks out to me.

Vorteile

Whatfix was very easy to implement within our platform, and provided a great number of features to use with minimal setup. The range of widgets available allowed us to create a bespoke onboarding program, guiding our users through our application and capturing detailed analytics on what was and wasn't working.

Nachteile

Initially we found the Whatfix dashboard a little overwhelming, due to the sheer amount of features available, and understanding how settings had to be applied to ensure widgets and flows only appeared on the pages we wanted them to.

Vorteile

Its a value addition service and solves a lot of problems

Nachteile

I am new so i am getting there hence i do not have feedback on the least liked aspect of Whatfix

Vorteile

What I like about Whatfix is the ease of use and can make a walk through in just a few minutes and out to the user to use. More complex integrations required me to contact Whatfix support (Sneha is the greatest!!!) and they have been able to guide me through any issues i have ran into.

Nachteile

If i have to come up with any Cons about Whatfix i would say the Integrations table is getting harder to manage. Reason for this is that my software is vary versatile and users use our software differently and I have to create custom Walk Through's for each. It has taken me a while to manage the Integration portion but Whatfix has been very patient and helpful every step of the way.

Vorteile

Content creation and LMS portal. Analytics best part which provides us more insights about the content usage

Nachteile

I don't have anything least about this software

Vorteile

Whatfix is a great product for automating training of web based applications. The customer support and on boarding have been phenomenal. We use if for onboarding right now and plan to expand that into support uses as well as marketing and promotional use cases. I think the ability to easily export scenarios into Powerpoint and articles is very powerful.

Nachteile

I don't really have any feedback for the product but I will say that for our particular software solution that it is difficult to create re-usable scenarios because we have lots of drill downs that depend on the actual data in the database. This leads to some challenges with maintaining the databases and scenarios. This isn't a knock on Whatfix but just a comment for those considering this type of solution. Please consider maintenance of scenarios over time.

Vorteile

Our success manager has helped us implement all the help guides we needed and checks in regularly. We are able to measure success of the flows, usage, and point users to other guidance while they are in the tool. This is very valuable and a time saver!

Nachteile

Some customizations with Salesforce Lightning are harder to complete, but with the team's help we achieved success.

Vorteile

We are so excited to launch Whatfix to our clients! It was extremely easy to set-up and the support along the way was amazing. By launching Whatfix, we are empowering our clients to learn how to use our product without having to make a phone call or send an email to our team

Vorteile

Working with the WhatFix team is like being on a team together. Although in different time zones, their team is passionately available to collaborate on integration ideas and answer questions at all times. The customer success team is second to none and set a standard for how to work with a customer.

Nachteile

The product is maturing and has a world of potential beyond it's existing value that it already serves! We look forward to seeing Whatfix grow and where the company, product, and team will be in a few years time.

Vorteile

We set a goal to help our new users adopt our product more easily to ensure they would maximize their use of our platform’s extensive capabilities.

WhatFix proved to be an invaluable tool. It streamlines the onboarding process for new users, and has helped veteran customers reinforce their knowledge of our platform’s fundamentals.

New MarketSight users now have a much shorter learning curve thanks to WhatFix, which has improved customer satisfaction considerably.

Throughout the process, we were extremely pleased with the customer service from the entire WhatFix team.

Nachteile

We are still working on the best way to streamline new content into the WhatFix application, and are hoping our "number one, must have" feature request can be implemented in the near future.

Vorteile

Thea ease of use and learning curve along with the constant support that's offered through implementation and use.

Nachteile

A cleaner more futuristic UI for the end-user. There isn't much to say here as the product has fit all of our needs.

Vorteile

Their team really helped us during a project we were doing, and I think they would be great for any company looking for help! This is a must to onboard customers and drive retention.

Nachteile

The only thing I would say is a negative is that it does take resources on your end, whether people or money, but it will be worth it!

Vorteile

Ease of creating the flows, unobtrusiveness of the tool in our application, and simplicity of use. As much as the software, we are really impressed with the customer support provided. Our Whatfix Customer Success Manager Kritika has been amazingly responsive to our questions and creative in finding solutions.

Nachteile

It's probably because we're still new to the software, but I would like to be able to handle more of the CSS intervention ourselves. Kritika takes care of anything we need so quickly so it hasn't been a problem at all though!

Vorteile

Interface is easy to use. Support is great. Adds value when the product GUI is complex and not structured.

Nachteile

Could have more features that make usage less cumbersome. Need features around versioning and organizing content. Relying just on tags is an effective method.

Vorteile

Great customer service
Fast response time
Great customization

Vorteile

It is one of the most easy to use platforms. Helps us not announce new features but also to reduce the support tickets for the FAQs

Nachteile

Maybe the usability can be better. Retaining the last action of the user, so if the user wants to come back it will be easier.

Vorteile

First and foremost, Whatfix Customer Support is the best I've experienced. They are quick to resolve issues and our account manager is always available to assist as well. The team they have supporting customers is truly exceptional. Secondly, integration with our CRM has been critical. It's allowed 24/7 help to our users and decreased the number of support tickets. We are able to guide our users to Whatfix content for help/training which provides them instant support.

Nachteile

There's nothing I can think of as a con. There was a bit of a learning curve at the beginning, especially with the tag functionality, but the more you familiarize yourself with the steps, it becomes quick and easy to create content.

Vorteile

The Customer Service is extraordinary. Once you learn how to use the tools and their limits, your imagination is the limit as to what you can do.

Nachteile

With so many features and options it was a little hard to finalize what we needed to focus on.

Vorteile

Ease of deployment, analytics, and very generous pricing compared to Walkme.

Nachteile

Translation accuracy & A/B Testing capabilities of the flow.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Whatfix

Vorteile

We are a software as a service company that uses Whatfix to educate our clients on how our system works. This product is great in many ways but my favorite part is the Whatfix support. My main support member, she has been assisting me since the very beginning and makes herself available almost right away if I need something today. We are a very busy company with little time to mess around implementing new processes or programs, with her help it has been incredibly easy. The support is so great that I have shown interested clients (in real time) how fast she responds via the built in messaging system... without her knowing :) - Of course she responded in less than a minute (typical). I could go on and on about our satisfaction with the level of professionalism and support this company provides.

Some other things that we appreciate about Whatfix-
* Very easy to use - building new flows, alerts, popups... very user friendly
* Price is very low compared to competitors while having the same or more features (We reviewed the competitors and did demos for several months before making a decision)
* The content created using whatfix saves hours of communication explaining our software
* Content is automatically created in multiple format (pdf, powerpoint, etc) and can be exported or linked to
* Content is automatically updated across all formats when changes are made
* Whatfix is regularly creating new features for use and provides guidance on how to implement
* Setup is quick and easy
* The built in messaging system for support makes it easy to contact your success manager
* SUPPORT SUPPORT SUPPORT - I cant say it enough. If we ever run into a question, it is answered right away. No waiting days or weeks for an answer or fix... it is just solved right away. This is what Whatfix provides as standard support - absolutely amazing!

We have had several of our clients (users of the flows) interested in using Whatfix for use on their websites and internal software.

Vorteile

The Package is well catered for use by website owners and simple web apps through the help of customer support you are able to get used to using it within a short period of time for the simple areas of the application. Support is almost always available but can be slow with response times, though there is an FAQ to assist your queries. The features available should make most peoples on-boarding and general assistance of their websites a lot easier to navigate.

Nachteile

The only negative I have to say is that whatfix is not catered well for bigger web apps which present the users with multiple options to complete the task they set out to do. I understand now that whatfix is primarily for websites and we are getting to the point of whatfix being the perfect platform for our company so I thank whatfix for being so understanding

Vorteile

Implementing the required java code into our application we found to be relatively easy (i.e. needs hours not days or weeks). When and if needed, their team is extremely technical where java, java scripting, html and related technologies are concerned. The Whatfix documentation made available via the Internet is also very good. Moreover, the Whatfix customer support is also very good and we found them to be extremely flexible when organizing meetings, especially given the time zone difference. Their software interface to create the flows is also easy to use and largely intuitive.

Nachteile

Flows must be exported in their entirety and we have requested that an option be provided to export only those flows that are desired at a particular time so as to avoid having to overwrite files and/or download large file sets. Once a flow is created and if it consists of many steps, should there be a need to edit one or more steps, depending on the nature of the edit it can be a bit time consuming.

Vorteile

What is there not to like! Within a few hours of downloading the trial, we were able to create several work-throughs to demo to our team. Customer Representatives have been and continue to be a huge factor in implementing and supporting those work-throughs for self-helps, pop-ups, and tasks. They have been insanely accessible and accommodating, regardless of how simple or technical our questions have been. They have fielded questions from every stakeholder in determining if this is product meets our strategy. They, along with the product, have impressed each of our department's heads who have had interaction. They are more than a support team, they feel very much like co-workers......and even friends.
The above-mentioned features really stand out, however, one of the determining factors is the ability to export/embed the work-throughs as a slide show, PDF, or video. These will be instrumental for our training department, help center, analytics, QA, development and testing departments.

Nachteile

There are a few enhancements that we are hopeful will be integrated into Whatfix, such as text only helps that can be integrated into Self-Help.

Vorteile

I actually enjoy making the walkthroughs with the Whatfix software, but perhaps the best thing about the software is the customer support staff, which is always at the ready to help with everything from the initial set up to maintenance. Rep, my support specialist, is always ready to answer via email or jump on a call to address any issue. Thanks, Rep!

Nachteile

While I really do have to stretch to come up with anything I don't like about Whatfix, some of the analytics functionality could be more fully fleshed out to allow me to more easily hunt down issues. But, again, that's a stretch, as Rep has been there every step of the way to make sure I am aware of how Whatfix and our app are getting along.

Vorteile

This application is really easy to use for you and your clients. Since we created a platform with so much content in TravelContact, Whatfix helps our customers know every detail we offer.
Now our clients, such as travel advisors, agencies, DMC have two different tools to make life easier for them.

On the other hand Whatfix´s support team has been impressive, they have solved every doubt or inconvenience that we have presented throughout the process.

Nachteile

We would like the information inside the Whatfix platform to have different views, since they use very large boxes that take up a lot of space on the screen. This doesn't allows you to see all the content when you have created many flows.

Vorteile

- Easy to use, quickly create guides in various languages
- Easily convert guides to PDF, videos in few clicks
- Very easy to integrate

Nachteile

- Not exactly a con, but i would like it to be available for mobile also.

Vorteile

WhatFix makes it easy to add functionality to our software offering without the need for Development to get involved.

Nachteile

The organization of content can be a bit frustrating but once you get the hang of it, it makes sense.

Vorteile

Helps end users complete tasks (easy and complex) in a variety of software solutions through a web based platform. Assists with training and onboarding.

Nachteile

Nothing stands out as a dislike. Whatfix is innovative and constantly improving and listening to their customers needs.

Vorteile

I think overall it is a very good tool, very easy to set up (which impresses customers), has enough degree of customisation to please customers, really unparalleled customer service.. leaves us a bit in awe here in Western Europe. We are not used to such a good service anymore!
Also, releases come in very short cycles. The product team is very open to suggestions by clients and tries to implement them very quickly.

Nachteile

Whatfix still lacks some in-depth styling customisations but these are already on the roadmap so they will be available shortly.

Vorteile

It's very easy to use and implement in your application. The Whatfix support page is incredibly helpful and straightforward and the customer service is superb.

Nachteile

It's difficult to integrate the some of the scripted code in the admin integration sections without the help of a Whatfix support team member.

Vorteile

Whatfix is definitely the simplest when it comes to creation and deployment of interactive walkthroughs. We got the solution to train and support our sales reps on Salesforce and it has been working like a breeze for us. The best part is its multi-formats that are instantly created along with the walkthroughs. I've previously tried out WalkMe for the walkthroughs, but I must say that Whatfix is unquestionably a better alternative. Better Product and Better Support. Shout out to WhatFix team for their awesome help and support!

Nachteile

None - WhatFix is an extremely flexible tool. It can be applied onto any web-based application and there are many ways to deploy easily.

Vorteile

Great features, with steady delivery of new features. Whatfix really listen to their users and shape their backlog accordingly

Nachteile

Less about the product, but sometimes the communication can be over-zealous/clumsy

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Whatfix

Vorteile

The application helps to guide your clients to navigate your online portal or website or to effectively use your web product. The application provides you with personalized customer service like at the start you will be given a support member to ask your queries to. It is an easy to use platform that brings about new updates on a regular base. If you check the price factor, you will find that the competitor applications that have the same features are priced even higher. It is very simple to implement your code be it java or HTML to the application. The application guides your clients about all the details of your product. Within a few clicks, you can convert the demos to videos or pdf. They provide guides in many languages and it is very easy to integrate the application to your product.

Nachteile

The absence of a mobile application. Integration of more enhancements. Lacks in depth style customizations.

Vorteile

The tool itself is excellent - it gives us the means to easily, effectively, and unobtrusively communicate to our users - but the excellent support from Whatfix in helping us make the most of the tool is unparalleled. They take the time to work with us on our own implementation, rather than some boiler-plate customer care that you've seen from other organizations.

Vorteile

Easy to use and do not need much training

Nachteile

The Flows has to work each time for the users. If you do not follow the steps exactly described in the Flow, then you drop out and need to start Flow from the beginning. The End-users does not have time to restart the Flow.

Vorteile

- Whatfix is intuitive: You don't need a computer science background to build flows;
- Customer support responds almost instantly to questions;
- Free online training sessions are included;
- Integration with Salesforce works well;
- Segmentation of flows to different user groups works well;

Nachteile

Flows can be turned into Youtube videos. WhatFix told us that they are working on a feature to add voice notes to these videos.

Vorteile

- Intuitive interface
- awesome support
- Super easy & quick integration

Nachteile

- Looking forward to their analytics features.

Vorteile

Intuitive interface
Competitive cost
Free trials

Vorteile

I love that I can continuously grow the help library we have for our customers simply without needing the help of my developers. No matter what new thing we release, I know people will understand how to use it now with Whatfix.

Nachteile

Setting up analytics is a little difficult and an added step to check. It would be awesome if it were all on my dashboard when I log in.

Vorteile

The customer support is unbelievable! The Whatfix customer support team is always available to assist with the areas we have trouble on and they do everything they can to get the flows to work in the most optimal way.

This tool helps us to provide guidance to all users when they are unsure of how to navigate a certain activity without requiring them to exit the application and review documentation. It helps to fill a training gap at a very affordable price.

Nachteile

There are certain aspects of the flows that we cannot implement ourselves because they require a little bit of coding, but as long as the customer support team continues to help, then it really isn't a critical limitation.

Vorteile

Excellent product support. Our account specialist, Kritika, is always available and willing to help us with customization and configuration and has come through in a pinch many times!

Nachteile

Configuration can be tricky for a novice, but customer support/account support is great and always available.