Software Clicks faster with Whatfix
AI-powered guidance, simulations, and usage intelligence to drive adoption, reduce risk, and maximize ROI across enterprise applications.
AI-powered guidance, simulations, and usage intelligence to drive adoption, reduce risk, and maximize ROI across enterprise applications.
Get a DemoAn Intelligent Layer Across Your Enterprise Apps
Whatfix AI is an intelligent layer that detects workflow context and adapts user experiences across your enterprise applications
Explore Whatfix AI
Technology
ScreenSense
Products
Mirror
Digital Adoption
Product Analytics
AI Agents
Authoring Agent
Insights Agent
Guidance Agent
ScreenSense is Whatfix's AI technology that understands apps & context like a human, & triggers in-workflow guidance.
AI capabilities are integrated across our existing product suite, enabling users where they work.
AI Agents expand adoption coverage with AI-powered content authoring, user guidance, and usage analysis.
Control how enterprise software is used at scale
User Onboarding
Change Enablement
Feature Adoption
In-App Support
Workflow Optimization & Governance
Get users productive faster across complex enterprise applications
- Reduce time-to-proficiency for new hires and role changes
- Enable hands-on learning directly inside live applications
- Support large-scale rollouts without slowing business operations
- Surface early friction points and accelerate first-value moments
- Standardize onboarding across regions, roles, and systems
Execute application change with speed, clarity, and confidence
- Support ERP, CRM, and legacy modernization without productivity loss
- Deliver contextual guidance at the moment processes change
- Reduce errors, rework, and compliance risk during transitions
- Prepare users in sandbox environments before changes go live
- Track readiness and adoption across impacted teams
Turn underused features into realized business value
- Drive awareness of new and advanced capabilities with in-app guidance
- Guide users through high-value workflows step by step
- Measure feature engagement and identify adoption gaps
- Capture user feedback and prioritize enhancements
- Maximize ROI on existing software investments
Reduce support costs while empowering users to self-serve
- Deflect tickets with contextual, in-app assistance
- Replace static documentation with searchable, AI-powered help
- Identify recurring issues and address root causes proactively
- Support frontline and call center teams with scenario-based guidance
- Validate user readiness with role-based, interactive assessments
Continuously optimize workflows with real usage data
- Identify friction across critical business processes
- Benchmark task completion times and error rates
- Improve data accuracy and downstream reporting quality
- Target high-impact moments with contextual guidance
- Validate workflows in sandbox environments before release
User Onboarding
Get users productive faster across complex enterprise applications
- Reduce time-to-proficiency for new hires and role changes
- Enable hands-on learning directly inside live applications
- Support large-scale rollouts without slowing business operations
- Surface early friction points and accelerate first-value moments
- Standardize onboarding across regions, roles, and systems
Change Enablement
Execute application change with speed, clarity, and confidence
- Support ERP, CRM, and legacy modernization without productivity loss
- Deliver contextual guidance at the moment processes change
- Reduce errors, rework, and compliance risk during transitions
- Prepare users in sandbox environments before changes go live
- Track readiness and adoption across impacted teams
Feature Adoption
Turn underused features into realized business value
- Drive awareness of new and advanced capabilities with in-app guidance
- Guide users through high-value workflows step by step
- Measure feature engagement and identify adoption gaps
- Capture user feedback and prioritize enhancements
- Maximize ROI on existing software investments
In-App Support
Reduce support costs while empowering users to self-serve
- Deflect tickets with contextual, in-app assistance
- Replace static documentation with searchable, AI-powered help
- Identify recurring issues and address root causes proactively
- Support frontline and call center teams with scenario-based guidance
- Validate user readiness with role-based, interactive assessments
Workflow Optimization & Governance
Continuously optimize workflows with real usage data
- Identify friction across critical business processes
- Benchmark task completion times and error rates
- Improve data accuracy and downstream reporting quality
- Target high-impact moments with contextual guidance
- Validate workflows in sandbox environments before release
See how Whatfix accelerates workflows and unlocks user productivity across industries.
Banking
Modernize banking systems, enhance online experiences, and reduce friction.
Education
Modernize education for seamless admin, faculty, and student experiences.
Financial Services
Accelerate financial platform adoption, reduce risk, adapt to changes.
Govt. & Public Sector
Improve operational efficiency and elevate citizen experiences.
Healthcare
Accelerate EHR workflows, eliminate user error risks, and simplify patient care.
Insurance
Speed up claims, enhance portals, and reduce friction.
Life Sciences & Pharma
Accelerate time-to-market, simplify GxP compliance, and unlock user productivity.
Don't see your industry?
Improve operational efficiency and elevate citizen experiences.
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Whatfix Product Suite
Trusted by organizations around the world
See why customers love Whatfix
“The problem with any system training is that it’s really hard to tailor training based on user roles. Training needs to be flexible. With Whatfix, you can instantly access information, rather than wait until a subject matter expert is available.”
Nichola Holdship
People Development Manager
“With a heavily customized Salesforce instance and multi-cultural processes, the flexibility of Whatfix empowers us to get the right training to the right people at the right time!”
Lee Glenn
Senior Specialist, Global CRM Training
Experian
“With Whatfix, we take a platform-by-platform approach to adoption benchmarks. The in-tool support and ability to quickly create content is a gamechanger.”
Stephanie Dull
Senior Director, Talent Development Strategies & Solutions
Marriott International
“We were evaluating other DAP vendors, but the engagement with Whatfix was unreal; we just hit it off. The willingness of the people at Whatfix to come together and make it work was a difference-maker.”
Hein Pieters
Head of Adviser Solutions
Old Mutual
“With Whatfix, we’ve completely shifted how onboarding and training works. We now have basic and domain-specific curriculum, Flows tailored to user roles, and embedded support that our teams genuinely appreciate. They often ask, ‘why don’t we have this on all of our digital tools?’”
Alex Cooper
Product Owner
bioMérieux
“Before Whatfix, agents had to leave workflows to find help. Now they have everything at their fingertips. It’s about having people self-serve and deal with things themselves—that’s where we’ve seen real change.”
Mariella Gonzalez
Director of Agency Support
Windward Risk Managers
24x7
Support
99.5%
CSAT
Score
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