Whatfix

The #1 Digital Adoption Platform.

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Overview

Whatfix is a Digital Adoption Platform (DAP) that helps organizations accelerate user adoption of software applications. It provides in-app guidance through interactive walkthroughs, smart tips, and self-help widgets that are overlaid on top of any application. Whatfix is used for employee onboarding, customer onboarding, and user support, helping to reduce training costs, improve productivity, and ensure users can effectively navigate and utilize software.

✨ Key Features

  • In-App Guidance (Flows, Smart Tips, Beacons)
  • Self-Help Widget
  • Task Lists (Checklists)
  • Pop-ups and Announcements
  • User Analytics
  • Multi-format Content Creation (PDFs, Videos)
  • Multi-language Support
  • Desktop and Mobile Application Support

🎯 Key Differentiators

  • Strong support for a wide range of applications, including desktop and legacy systems.
  • Automated multi-format content creation (e.g., videos, PDFs) from a single source.
  • Focus on both employee and customer-facing use cases.

Unique Value: Provides a unified platform to drive adoption across an organization's entire software stack, from web to desktop, for both employees and customers.

🎯 Use Cases (5)

Employee Onboarding & Training Customer Onboarding Software Adoption & Change Management On-demand User Support Improving Data Accuracy in CRMs/ERPs

✅ Best For

  • Providing step-by-step guidance for complex processes in enterprise software like Salesforce or Workday.
  • Creating a self-help knowledge base directly within an application.
  • Onboarding new employees to internal software tools.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Small startups with a single, simple web application.
  • Teams focused primarily on deep product analytics rather than user guidance.

🏆 Alternatives

WalkMe Pendo Appcues

Often seen as a more agile and user-friendly alternative to WalkMe, with a stronger focus on content creation and self-help capabilities.

💻 Platforms

Web Desktop iOS Android API

🔌 Integrations

Salesforce SAP SuccessFactors ServiceNow Workday Microsoft Dynamics Google Analytics Segment Zendesk Confluence API

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (All plans tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 Type II ✓ ISO 27001:2013 ✓ ISO 27701:2019 ✓ ISO 27017:2015 ✓ ISO 27018:2019 ✓ CSA STAR ✓ GDPR ✓ CCPA

💰 Pricing

Contact for pricing

✓ 14-day free trial

Free tier: N/A

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