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Whatfix

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Digital adoption platform for in-app guidance and employee onboarding.

Founded 2014San Jose, CA, USASubscription
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About Whatfix

Whatfix is a digital adoption platform (DAP) that overlays interactive walkthroughs, tooltips, and self-help widgets on top of enterprise software applications to guide employees through workflows. It works with any SaaS or custom application without code changes and helps reduce support tickets by enabling contextual self-service. HR and IT teams use Whatfix to onboard new employees to tools like Salesforce, SAP, and Workday, and to roll out software changes without extensive training programs. The platform includes analytics to identify where users struggle and measure adoption metrics.

Editorial Assessment

Whatfix is a digital adoption platform (DAP) that overlays interactive walkthroughs, in-app guidance widgets, and contextual help content on enterprise software applications. L&D and IT teams use it to reduce training costs and support tickets by guiding users through complex workflows inside tools like Salesforce, SAP, and custom applications.

Strengths
  • In-app step-by-step walkthroughs guiding users through any web application without code changes to the target app
  • Content analytics showing where users abandon flows or seek help, enabling targeted content improvement
  • Support for Salesforce, SAP, ServiceNow, and custom applications via a JavaScript snippet deployment
  • L&D-owned content editor enabling non-technical teams to create and update guidance content independently
Limitations
  • ROI measurement requires integrating support ticket or training data to quantify cost savings
  • Complex enterprise implementations require professional services support for initial setup and configuration
  • Pricing is enterprise-only with no transparent self-serve or publicly listed costs

Best For

L&D teams rolling out new enterprise software who want to reduce dependence on formal instructor-led training IT and helpdesk teams reducing repetitive support tickets by embedding contextual in-app guidance Enterprises with large non-technical user bases operating complex CRM, ERP, or custom internal platforms

Key Features

In-app walkthroughsNo-code overlaySalesforce & SAP supportAdoption analyticsSelf-help widget

Who It's For

HR TeamsIT DepartmentsTraining & Enablement Teams

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Whatfix FAQs

What is Whatfix?

Whatfix is a digital adoption platform (DAP) that overlays interactive in-app guidance — walkthroughs, task lists, pop-ups, and self-help widgets — on enterprise software to accelerate user onboarding and reduce support tickets.

Which applications does Whatfix support?

Whatfix works on any browser-based application including Salesforce, SAP, Workday, ServiceNow, and custom enterprise tools. It is code-agnostic and deployed via a browser extension or JavaScript snippet.

Who uses Whatfix?

Whatfix is used by enterprise IT, HR, and L&D teams deploying complex software to large employee bases who need faster time-to-productivity and reduced help desk volume.

Tags

digital adoptionemployee onboardingin-app guidance

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Official Website

whatfix.com

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