Drive Outcomes with Whatfix AI
From intelligent guidance, smart search, and task automation, Whatfix AI meets users in the flow of work and enables organizations to scale operational efficiency with intelligence workflow optimization. Powered by our proprietary technology ScreenSense, AI is embedded throughout our product suite with intelligent features and AI agents.
Introducing AI Agents
Whatfix AI Agents provide a semi-autonomous, domain-specialized intelligence layer, built using large language models (LLMs), behavioral data, and Whatfix’s proprietary intent and context engine ScreenSense. Whatfix AI Agents automate and enhance critical workflows like content creation, user guidance, or behavioral insight generation.

Authoring Agents

Guidance Agents

Insights Agents

Authoring Agents
Authoring Agents
Automate the creation, configuration, and data capture of content and workflows across systems to accelerate deployment, ensure consistency, and minimize manual effort.
Use Cases:
Change Management Process Governance
Workflow Guidance User Onboarding

Guidance Agents
Guidance Agents
Empower end users with contextual guidance and support, driving adoption and task completion through AI-powered just-in-time interventions.
Use Cases:
User Support Knowledge Management
Self-Service User Communication
Edge Case Guidance User Documentation

Insights Agents
Insights Agents
Analyze user behavior, feedback, and performance data, allowing you to ask natural language questions and get immediate, actionable intelligence to identify friction, improve workflows, and make data-driven decisions.
Use Cases:
Workflow Optimization Journey Mapping
Problem Management Cohort Analysis
Product Benchmarking Software Usage Tracking
AI Adoption Clicks With Whatfix
AI is a $4.4T opportunity in added productivity growth for corporate use cases. While 92% of organizations are increasing their AI investments, only 1% call their AI strategy “mature”[1]. Whatfix enables organizations with a unified platform to accelerate AI user adoption, track usage, and protect against misusage threats.
Accelerate AI adoption by enabling users in in the flow of work
Enable users in the flow of work to drive awareness of new AI capabilities, surface contextual use cases at key moments, nudge users to experiment with new AI features, and support users when they experience frustration.


Take a data-driven approach to AI adoption
Track AI adoption across business units, empowering application owners to benchmark usage, highlight early wins, identify friction, launch targeted user guidance, and take a data-driven approach to AI adoption.
Protect your company from AI misusage threats
Govern how users interact with AI tools to protect your organization from data leakage and security vulnerabilities caused by AI usage. Alert users of potential AI misusage and communicate best practices with in-app announcements.

Responsible AI Practices
Whatfix AI is designed to operate how you need it to, ensuring a remarkable level of contextual precision that keeps humans in control.
AI accountability
Constantly monitored AI models with an active feedback loop powered by humans to benchmark, measure, and improve prediction quality.
Data security
No data is shared or stored, creating customer-centric data silos that provide organizations with an AI model unique to your underlying data.
Human in the loop
Our AI framework puts humans in the driver’s seat, ensuring human-provided feedback and direction models AI output and predictions.
AI Vision to Value
Discover how enterprises are already achieving value across their AI investments with Whatfix.

“We’re integrating Whatfix with Semler GPT. So when users ask how to do something—like ‘create a sales order for a new car’—they’re not just shown a document. The AI starts the process for them. Eventually, agents may do the entire task.”
Morton Rye Christensen, CIO of Semler

“Whatfix helps us drive Copilot adoption, improve user awareness, and enhance learning capabilities in the flow of work. We can inform sellers on newly launched features within the application and navigate them through how to leverage them quickly and easily.”
Leela Chilamkurthy, Sr. Product Manager at Microsoft
Software Clicks With Whatfix
In-app guidance. Hands-on simulations. Actionable analytics. One unified platform to drive adoption and maximize ROI. With Whatfix AI, expand your reach and enable every task, team, and transformation to click better.