✳ Authoring Agent
For content authors
Describe the workflow. Build guidance in minutes.
Turn a prompt into editable in-app steps, with reviews and publishing controls built into the process.
Unified Digital Adoption Platform Built for the Modern Enterprise
Accelerate time-to-proficiency, reduce errors, and maximize ROI from every technology investment.
Capabilities That Power Digital Adoption Excellence
Pairing advanced features like content authoring, guidance targeting, and analytics with modern AI, Whatfix helps organizations turn every software investment into measurable outcomes.
01
Guidance
Guide users in the flow of work
Accelerate onboarding, streamline workflows, and eliminate errors with step-by-step in-app guidance.
02
Self Help
Deliver just-in-time support
Provide contextual help at the moment of need, keeping employees productive without leaving the app.
03
Analytics
Optimize workflows with data
Track engagement and identify friction points with actionable, data-driven insights.
04
AI Agents
Expand what’s possible
Automate content management and support with purpose-built AI agents for guidance and insights.
05
Surveys
Capture feedback in context
Run in-app surveys directly in the flow of work to enable continuous improvement.
✦ Whatfix AI
AI agents that build, guide and analyze for you
Scale adoption across enterprise applications with AI-powered content creation, contextual assistance, workflow insights, and hands-on practice.
✳ Guidance Agent
For end users
Answers, right inside the application.
Help employees complete unfamiliar tasks with answers grounded in approved content.
Service Console · Case #10482
How do I reassign this case to Tier 2?
✦
Whatfix AI
Open the case, select Change owner, then choose the Tier 2 queue. I can guide you through each step.
- Open case details
- Select Change owner
- Choose Tier 2 and save
✓ Grounded in approved knowledge
✳ Insights Agent
For program owners
Ask your adoption data what changed.
Surface friction in critical workflows and prioritize the next improvement.
✦ Which regions slowed down after our last release?
EMEA order entry
Example workflow analysis
+41% time
In-app guidance helped bring task completion time back toward baseline.
Review the affected order-entry step, then add a targeted Smart Tip for users in EMEA.
✳ AI Roleplay
In Whatfix Mirror
Practice difficult conversations before go-live.
Let teams rehearse realistic scenarios in a simulated app, with feedback tied to proficiency.
AC
AI customer
Voice conversation
“My card was charged twice for the same order. I need help getting this fixed.”
86/100
Readiness score
Ready for production
Strong empathy and process accuracy. One more practice run recommended.
✓
Under the hood · ScreenSense
AI that understands the application context.
ScreenSense interprets what users see and do, helping Whatfix surface relevant guidance, answers, and insights across enterprise applications.
WebDesktopMobileCitrixVDI
Administration & Governance
Enterprise-grade content lifecycle management
Deploy with confidence using a robust framework designed for global scale, security, and business continuity.
01
Stage 01
Create & localize
Agile Authoring
Build and localize in-app content at enterprise scale.
No-code editor & AI
Empower anyone to create content with purpose-built AI and a pre-built template library.
Auto-translation
Localize content for a global workforce instantly across multiple languages.
02
Stage 02
Review & release
Release Governance
Maintain quality and control as applications evolve.
Approvals & QA
Enforce standards with multi-level sign-offs, staging environments, and testing.
Business continuity
Manage changes with impact analysis and one-click rollback when needed.
Content lifecycle
Customer onboarding flow
Workspace / Salesforce
In review
Ready for final approval
Content validated in staging. Awaiting publishing approval.
✓ QA passed
✓ Version tracked
✓ Review history
03
Stage 03
Export & distribute
Omnichannel Scaling
Reuse governed content across your training and knowledge ecosystem.
Multi-format exporting
Repurpose content into videos, slide decks, PDFs, and how-to articles to scale training.
Seamless delivery
Embed content in your LMS, knowledge base, and release notes for unified knowledge delivery.
Publish to your channels
Customer record onboarding
Choose an output format
✓ Approved content
Video walkthrough
✓
A reusable, step-by-step video for user training.
Delivery channels
↗ LMS
↗ Knowledge base
↗ Release notes
WHY ENTERPRISES CHOOSE WHATFIX
Built for Modern Enterprise Software
Your critical workflows cross CRM, ERP, HCM and homegrown systems. Your digital adoption platform should too, without tying you to one software vendor.
Simulation, guidance and analytics in one platform
The only DAP with a pre-production simulation environment built in. One vendor, one data model, one team to work with.
Works where your people work
Cross-application workflows on every surface, including the legacy apps other tools skip.
Open-ecosystem, not a vendor add-on
Whatfix isn’t owned by an ERP or CRM vendor. Guide users across SAP, Oracle, Salesforce, Workday, ServiceNow and custom apps equally.
Content lifecycle management at scales
Versioning, staging, approvals, auto-testing, rollback and localization, so content keeps working through every release.
| Capability | Whatfix | Standalone DAPs | Vendor-built guidance | Classroom and LMS |
|---|---|---|---|---|
| Step-by-step guidance inside the live app | ✓ Yes | Yes | Their app only | No |
| Web, desktop, mobile and Citrix apps | ✓ All four | Varies | Their app only | Not applicable |
| Independent of any one software vendor | ✓ Yes | Depends on ownership | No | Yes |
| Workflow analytics and session replay tied to outcomes | ✓ Yes | Often separate tools | Basic usage | Course completions |
| Versioning, staging, auto-testing and rollback | ✓ Yes | Partial | Partial | Manual updates |
| Hands-on simulation training before go-live | ✓ Built in | Not offered | Not offered | Needs IT sandboxes |
| AI agents for authoring, guidance, insights and roleplay | ✓ All four | Some | Some | Rare |
Comparison reflects typical capabilities by category, based on publicly listed product information. Individual vendors vary; ask us for a side-by-side against the tools you're evaluating.
Any Application. Any Environment.
We have you covered.
Whatfix can overlay on any enterprise software or custom application, including web, desktop, mobile apps, and VDI (Citrix) environments. This flexibility enables seamless cross-application workflows and supports diverse enterprise tech stacks, making Whatfix the most well-rounded digital adoption platform for complex use cases.
THE DAP LIFT
What's adoption worth on your next rollout?
Across time-to-value, implementation success, user proficiency, and ROI measurement confidence, organizations using digital adoption platforms reported better results than peers without a DAP in our 2026 State of Digital Transformation ROI report.
SELECTED RESEARCH BENCHMARK
Faster time-to-value
28% of DAP organizations reported ROI within six months, compared with 17% without a DAP.
Source: 2026 State of Enterprise Digital Transformation ROI Report.
Survey comparisons show associations, not causal effects.
Trusted by Enterprises.
Loved by Users
64%
faster time-to-value on digital investments.
67%
higher ROI on enterprise software.
37%
higher user proficiency after 3 months.
72%
increase in overall user productivity.
49M
end-users enabled with Whatfix in-app guidance.
See what customers are saying about Whatfix
“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 Advisor Solutions at Old Mutual
“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, Marriott International
“Whatfix reimagines our training. Its easy to use and supports in-app guidance on any platform. It’s so easy to update materials, we can at last keep pace with the system changes. Looking back, Whatfix was one of the best decisions we have made.”
Abby Essing, Operation Services at REG
“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 at Acorn
Security & Compliance
Your Security Is Our Priority
As a Digital Adoption Platform provider, we must stay aware of regulatory requirements for data. Whatfix’s compliance team ensures our data handling practices meet these requirements.
Explore Other Resources
Whatfix DAP FAQs
Don’t see your answer? Send a message to our chatbot, we’d be happy to help!
What Is a Digital Adoption Platform?
A digital adoption platform, or DAP, is software that sits on top of applications to help users complete workflows correctly with in-app guidance, self-service support, and analytics. Whatfix is built for enterprises that need to accelerate proficiency, reduce friction, and improve software ROI across mission-critical applications.
How is Whatfix's pricing model structured?
Whatfix pricing is composed of a flat ‘per application’ fee plus additional use licenses fees. It’s then tailored to each customer’s use case, with factors like the type of application (web, desktop, mobile, Citrix app), total number of applications, and overall user count.
Can you provide a Whatfix pricing range estimate?
Median annual contract value for Whatfix ranges between $30,000 to $70,000. Here is an estimate breakdown by pricing tier:
- Standard Pricing: Plans start at $10,000 for a single application deployment.
- Premium Pricing: Plans start at $40,000.
- Enterprise Pricing: Plans are entirely customizable and range greatly depending on use case and scale.
You can request a custom quote here.
Does Whatfix DAP require IT resources to create and manage in-app content?
Whatfix DAP is designed to reduce day-to-day dependence on IT and engineering teams. Its no-code editor and AI-assisted authoring help teams create, update, and maintain in-app content without heavy technical support, while enterprise governance features support approvals, QA, rollback, and controlled releases.
What are core Whatfix DAP use cases?
Core Whatfix DAP use cases include onboarding new users, guiding employees through complex workflows, deflecting support tickets with in-app self-service, reinforcing process compliance, supporting go-lives and policy changes, and optimizing workflows based on user behavior and friction data.
What outcomes can Whatfix DAP help improve?
Whatfix DAP helps enterprises improve time-to-proficiency, reduce support burden, lower errors and rework, improve workflow completion, strengthen compliance, and maximize software ROI. Current Whatfix positioning also ties the platform to faster time-to-value, higher user proficiency, and higher overall productivity across enterprise software programs.
What teams use Whatfix DAP?
Whatfix DAP is commonly used by L&D and enablement teams, IT and enterprise application owners, service desk and support leaders, operations and process owners, quality and compliance teams, and CIO organizations leading large-scale transformation and adoption programs.
How does Whatfix DAP fit into the broader Whatfix ecosystem?
Whatfix DAP is the in-workflow guidance and self-service layer within the broader Whatfix platform. Mirror prepares users before go-live with simulation training and roleplay, DAP supports execution in the flow of work, and Product Analytics helps teams identify friction, measure outcomes, and continuously optimize adoption.
How does Whatfix DAP use AI?
Whatfix DAP uses AI to help teams author and update content faster, adapt guidance based on user behavior, surface insights, and improve self-service support with smarter search, summarization, and content recommendations. The AI story is strongest when positioned as reducing content operations overhead while improving guidance relevance.
Does Whatfix DAP support desktop, mobile, web, and Citrix applications?
Yes. Whatfix is positioned to support adoption across web, desktop, mobile, and VDI or Citrix environments. That matters for enterprises running mixed application estates and cross-application workflows, not just browser-based software.
What makes Whatfix DAP different from other digital adoption platforms?
Whatfix stands out because it combines enterprise-grade in-app guidance, self-service support, content lifecycle management, AI, cross-application support, and analytics in one platform. It also fits into a broader unified adoption model with Mirror for pre-production readiness and Product Analytics for closed-loop optimization, which gives buyers a much stronger enterprise story than point tools.
