4.6 (528 reviews)
Increase user adoption with in‑app guidance
In-app guidance. Hands-on simulations. Actionable analytics. One unified platform to drive adoption and maximize ROI.
Unified Platform for Enterprise Teams
AI that scales enterprise outcomes
Content Authoring
Turn plain-text prompts into scalable, personalized in-app guidance and instantly update content as processes, systems, and workflows evolve.
User Guidance
Deliver real-time, contextual assistance in the flow of work by summarizing knowledge and guiding users step by step through complex tasks.
Roleplay
Build skills with AI-powered roleplay and simulations that assess readiness, strengthen customer-facing performance, and create personalized development paths.
AI Insights
Use AI-driven insights to uncover adoption friction, analyze behavior and feedback, and generate data-backed guidance ideas through natural-language prompts.
Control how enterprise software is used at scale
User Onboarding
Change Management
Feature Adoption
User Support
Workflow Optimization
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 customer-facing 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 Management
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
User 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 customer-facing teams with scenario-based guidance
- Validate user readiness with role-based, interactive assessments
Workflow Optimization
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.
50% Reduction in user support tickets on this online banking
portal
Banking
Modernize banking systems, enhance online experiences, and reduce friction.
50% Reduction in user support tickets on this online banking
portal
60K Administrators, faculty, parents and students onboarded
with in-app guidance.
Education
Modernize education for seamless admin, faculty, and student experiences.
60K Administrators, faculty, parents and students onboarded with
in-app guidance.
88% of financial advisor support queries resolved with in-app help, eliminating a third of all support tickets.
Financial Services
Accelerate financial platform adoption, reduce risk, adapt to changes.
88% of financial advisor support queries resolved with in-app help, eliminating a third of all support tickets.
11% increase in user engagement for 575,000 residents.
Govt. & Public Sector
Improve operational efficiency and elevate citizen experiences.
11% increase in user engagement for 575,000 residents.
10x number of providers and therapists onboarded to its clinical e-portal.
Healthcare
Accelerate EHR workflows, eliminate user error risks, and simplify patient care.
10x number of providers and therapists onboarded to its clinical e-portal.
$950k Saved by improving user productivity and streamlining training.
Insurance
Speed up claims, enhance portals, and reduce friction.
$950k Saved by improving user productivity and streamlining training.
350 Support issues eliminated with in-app help, saving 1,300 hours across contract reworking.
Life Sciences & Pharma
Accelerate time-to-market, simplify GxP compliance, and unlock user productivity.
350 Support issues eliminated with in-app help, saving 1,300 hours across contract reworking.
Don't see your industry?
Improve operational efficiency and elevate citizen experiences.
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11% increase in user engagement for 575,000 residents.
Trusted by Enterprises. Loved by Users.
Leader & Customers’ Choice
DAP Category Leader with 500+ reviews
Leader & Highest Rated Vision & Capability
64%
faster time-to-value from digital investments.
67%
higher ROI on digital transformation projects.
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