AI TOOL PROFILE

Whatfix | AI-Powered Digital Adoption Platform

Whatfix helps businesses manage how employees and customers use complex software. It is designed for teams that seek to reduce support tickets and improve user proficiency during software rollouts.

Pricing

Whatfix offers Standard, Premium, and Enterprise plans. Pricing consists of a flat fee plus user license fees, and a free trial is available.

At a glance

Best for
Enterprise companies, Organizations using complex ERP or CRM software, Digital transformation leads
Key use cases
User Onboarding, Change Management, Feature Adoption, User Support, Workflow Optimization
Integrations
Mixpanel, Amplitude, PDF export, SCORM export
Visit whatfixwhatfix software interface screenshot

How AI is used

Whatfix is a digital adoption platform (DAP) designed to layer guidance and analytics over existing enterprise applications. It provides interactive tools like walkthroughs and tooltips that appear within a user's workflow, which may help users learn new software without leaving the application.

The platform supports web, desktop, and mobile applications, as well as virtual desktop environments like Citrix and Azure Virtual Desktop. It includes a tool called Mirror for creating sandbox replicas for hands-on training.

Buyers should confirm how the tiered pricing structure, which includes Standard, Premium, and Enterprise plans consisting of flat fees and user license fees, aligns with their specific scale and budget.

Key Features

  • In-App Guidance

    Provides step-by-step Flows, Task Lists, Smart Tips, and Pop-Ups to offer contextual help within the application.

  • Whatfix Mirror

    Creates interactive sandbox replicas of web applications for hands-on training and AI-powered roleplaying.

  • Product Analytics

    Tracks user actions and behavioral insights using no-code event tracking and a conversational AI interface.

  • ScreenSense AI

    Technology designed to understand application context to trigger relevant in-workflow guidance.

  • Self-Help Wiki

    An embedded repository of guided flows, videos, and help articles accessible within the application.

  • Content Lifecycle Management

    A no-code editor and dashboard for authors to create, test, and publish guidance.

Use Cases

  • User Onboarding

    Supporting the onboarding of new hires or users to help reduce time-to-proficiency in complex applications.

  • Change Management

    Providing contextual guidance when software processes change or during ERP and CRM modernizations.

  • Feature Adoption

    Spotlighting new or underused software capabilities to help users realize more value from IT investments.

  • User Support

    Helping deflect support tickets by providing self-service, in-app help and searchable documentation.

  • Workflow Optimization

    Analyzing usage data to identify friction points and optimize business processes.

Integrations

  • Mixpanel
  • Amplitude
  • PDF export
  • SCORM export

FAQ

What is Whatfix used for?

Whatfix provides in-app guidance, simulation training, and usage analytics to help employees and customers adopt enterprise software.

How does Whatfix pricing work?

Pricing is based on a combination of a flat fee and user license fees, which differ based on whether the application is employee-facing or customer-facing.

Can I try Whatfix before buying?

Yes, Whatfix offers a free trial to test the platform's capabilities.

Does Whatfix support desktop applications?

Yes, the platform supports web, desktop, and mobile applications, including virtual desktop environments such as Citrix and Azure Virtual Desktop.

Source category: Productivity

Source subcategory: Learning Management System

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