Guidance

Drive user adoption on desktop applications

Maximize the ROI from your enterprise software by driving understanding of mission-critical processes with Whatfix Digital Adoption Platform

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Make your software user-savvy with Whatfix DAP

Utilize a no-code editor to create contextual in-app guidance for your users, enabling them to use applications to their full potential.

No-code builder

Empower your content creators to create on-brand in-app assistance and support experiences tailored to enhance user engagement with Whatfix Studio, a no-code editor.

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In-App Guidance

Guide users through complex processes with in-app Flows, Task Lists, Smart Tips, Pop-Ups and more – enabling end-users to learn in the flow of work with product-led experiences.

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Self Help

Enable end-users with Self Help, an in-app resource center that integrates with your existing knowledge repositories and support resources, providing contextual answers to user queries at the moment of need.

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Surveys

Collect user feedback with in-app surveys on product experiences, Whatfix-authored in-app guidance, new application features & bugs, NPS, customer sentiment, training experiences, and more.

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Guidance Analytics

Gather engagement and usage data on your in-app content built with Whatfix. See Task List completion rates, Flow drop offs, Smart Tip views, common Self Help queries, and more.

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Whatfix is the DAP of choice for desktop applications

See why Fortune 1000 enterprises and product-led companies choose Whatfix as their digital adoption partner for their desktop applications

AI-powered guidance

Integrating generative AI into its digital adoption platform, Whatfix offers content authoring assistance, information synthesizing, performing in-app tasks based on user input, and more.

Virtual Desktop support

Create contextual in-app guidance and help content on applications operating via desktop virtualization services like Citrix and Azure Virtual Desktop to drive user adoption while keeping your operating costs low.

Product usage insights

Analyze how users engage with your desktop applications to identify friction and take data-driven decisions to improve UX with Whatfix Product Analytics.

Customer-centric approach

Drive business outcomes with our dedicated onboarding, post-deployment content author training, 24/5 support, our customer community and Center of Excellence.

Offline access

Enable guidance even on software installed on systems without an active internet connection, to facilitate effective adoption even in restricted or disconnected environments.

Multi-format content exporting

Export your Whatfix content as videos, slide decks, how-to articles, and PDFs to scale training content creation. Repurpose Whatfix content or embed it into your knowledge base articles, LMS, release notes, and more.

“From the beginning, the Whatfix team has been responsive and easy to work with, Resource savings worth about $950,000 can be used now for profit-generating activities from the couple of different deployments that we have done with Whatfix.”

Amy

Amy Boldt

Learning Leader
Sentry

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“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

Lee Glenn

Senior Specialist, Global CRM Training
Experian

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“Whatfix has helped solve many of our new user onboarding issues, and having Whatfix as a single centralized place for the latest training documentation is a game changer.”

Alan-C-Autozone-1-1

Alan C

Senior Content Developer
AutoZone

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“We have gotten really positive feedback about Whatfix. Team leaders confirm it’s a fantastic opportunity for self-learning because it enables users to search in-application and find answers to their questions quickly.”

Katja-Marggraf

Katja Marggraf

Business Owner ERO for GSC+DK
Hays

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“Training was becoming a bottleneck to growth. We have hundreds of hotels worldwide using PurchasePlus – and that number is rising fast. We could no longer host the increasing number of Zoom training calls. It was also putting pressure on our support network to manage the incoming enquiries.”

drew-nixon-marketboomer

Drew Nixon

Head of Customer Success
Marketboomer

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“For employees, Whatfix is a part of Salesforce now. They expect to find in-app training and answers. If it wasn’t for Whatfix, there’d be very confused people on my sales team.”

adam-shapiro

Adam Shapiro

Business Analyst
Cardinal Health

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Explore more with Whatfix

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