# Whatfix Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Whatfix the right Digital Adoption Platform solution for you? Explore 77 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/143008/Whatfix/reviews --- Whatfix 4.6 (77) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Whatfix Ease of use 4.5 Customer Service 4.9 ## Pros and Cons in Reviews AC Adam C Director Of TrainingHospitality, 11 - 50 employeesUsed the software for: 1-2 years. “From the front end to the back end, WhatFix makes sure that I can easily develop and deliver training material to our users while providing users a enhanced experience while on our platform.“ December 6, 2024 Mark S Online Community ManagerNon-Profit Organization Management, 51 - 200 employeesUsed the software for: 6-12 months. “Also timing for US timezones and holding meetings can be difficult. “ June 5, 2023 BT Ben T Learning Technology LeadE-Learning, 51 - 200 employeesUsed the software for: More than 2 years. “The range of widgets available allowed us to create a bespoke onboarding program, guiding our users through our application and capturing detailed analytics on what was and wasn't working.“ June 5, 2023 GD Gowtham D SF AdminMedia Production, 51 - 200 employeesUsed the software for: 1-2 years. “This feature helps users understand and perform tasks within a software application in real-time, reducing the learning curve and increasing productivity.“ May 26, 2023 DM Dawn M IT Learning ManagerBanking, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “These functions allow us to communicate changes within our processes and products almost instantly.“ June 22, 2023 ## Showing most helpful reviews Showing 1-25 of 77 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Mohit J. Co-Founder Information Technology and Services Used the software for: 6-12 months ### "Reduced our support costs by 40%" September 9, 2015 5.0 We implemented whatfix inside web dashboard of Cuztomise used by top management of large FMCG, Healthcare and Services companies mostly in India and Europe. Cuztomise platform is a complete DIY platform which enables companies to swiftly make changes to workflow. We use to get a lot of calls from users in our support center asking help on making various modifications on platform. Even after having a complete FAQ and user manual, still users felt comfortable doing changes while on line with our support staff. We quickly realised that its very crucial for us to provide hand holding for our customers. Then we decided to try Whatfix . Whatfix not only allowed us to provide user handholding but instantly helped us generate lot of guides which can literally be created by anyone quickly. We have experienced 40% reduction in calls which means lot of savings on our support costs. Pros \- Easy to use, quickly create guides in various languages - Easily convert guides to PDF, videos in few clicks - Very easy to integrate Cons \- Not exactly a con, but i would like it to be available for mobile also. Review Source Response from Whatfix February 13, 2017 Thanks for the amazing review, Mohit. Currently, Whatfix is responsive and supports mobile web. Whatfix also supports hybrid HTML5 mobile apps. MW Mitchell W. Federal Sales Executive Information Technology and Services Used the software for: 6-12 months ### "Whatfix has saved me, my company and my clients countless hours of frustration by providing easily accessible support" December 18, 2017 5.0 Pros We are a software as a service company that uses Whatfix to educate our clients on how our system works. This product is great in many ways but my favorite part is the Whatfix support. My main support member, she has been assisting me since the very beginning and makes herself available almost right away if I need something today. We are a very busy company with little time to mess around implementing new processes or programs, with her help it has been incredibly easy. The support is so great that I have shown interested clients (in real time) how fast she responds via the built in messaging system... without her knowing :) - Of course she responded in less than a minute (typical). I could go on and on about our satisfaction with the level of professionalism and support this company provides. Some other things that we appreciate about Whatfix- \* Very easy to use - building new flows, alerts, popups... very user friendly \* Price is very low compared to competitors while having the same or more features (We reviewed the competitors and did demos for several months before making a decision) \* The content created using whatfix saves hours of communication explaining our software \* Content is automatically created in multiple format (pdf, powerpoint, etc) and can be exported or linked to \* Content is automatically updated across all formats when changes are made \* Whatfix is regularly creating new features for use and provides guidance on how to implement \* Setup is quick and easy \* The built in messaging system for support makes it easy to contact your success manager \* SUPPORT SUPPORT SUPPORT - I cant say it enough. If we ever run into a question, it is answered right away. No waiting days or weeks for an answer or fix... it is just solved right away. This is what Whatfix provides as standard support - absolutely amazing! We have had several of our clients (users of the flows) interested in using Whatfix for use on their websites and internal software. Review Source RR Rory R. Director of Training & Development Printing Used the software for: 1-2 years ### "An extra layer of our software" September 29, 2020 4.0 We have rewritten our entire onboarding process for new clients using WhatFix as an overlay. When clients see a WhatFix element on our site they think that it is part of our program. Pros WhatFix makes it easy to add functionality to our software offering without the need for Development to get involved. Cons The organization of content can be a bit frustrating but once you get the hang of it, it makes sense. Review Source Response from Whatfix October 8, 2020 Hey Rory, Thank you for taking the time and leaving us a positive review. Customer experience and satisfaction is our priority. We have also noted your suggestions regarding the content organization, and have incorporated them in our roadmap. You can also visit the WHATFIX COMMUNITY to know more about our upcoming releases. Our experts are just a message away to all your queries. Thank you once again for your review! Best, Pratheek JK James K. Customer Support Manager Real Estate Used the software for: 6-12 months ### "Whatfix is Great!" February 24, 2019 5.0 We were having an issue fully onboarding users with our old help center. Whatfix's task list and guided walkthroughs have been instrumental in helping us more easily get users up to speed and accelerate their time to value with our product. Also, we have seen a decrease in support tickets and phone calls since the Whatfix implementation. And, although it's pretty early to say for sure, those users who have come on board after our Whatfix implementation have seemed much less likely to churn so far. Pros I actually enjoy making the walkthroughs with the Whatfix software, but perhaps the best thing about the software is the customer support staff, which is always at the ready to help with everything from the initial set up to maintenance. Rep, my support specialist, is always ready to answer via email or jump on a call to address any issue. Thanks, Rep! Cons While I really do have to stretch to come up with anything I don't like about Whatfix, some of the analytics functionality could be more fully fleshed out to allow me to more easily hunt down issues. But, again, that's a stretch, as Rep has been there every step of the way to make sure I am aware of how Whatfix and our app are getting along. Review Source BC Ben C. Director Sales Operations Information Technology and Services Used the software for: 6-12 months ### "WhatFix is hands down the best Field Enablement tool!" August 28, 2018 5.0 Pros Whatfix is definitely the simplest when it comes to creation and deployment of interactive walkthroughs. We got the solution to train and support our sales reps on Salesforce and it has been working like a breeze for us. The best part is its multi-formats that are instantly created along with the walkthroughs. I've previously tried out WalkMe for the walkthroughs, but I must say that Whatfix is unquestionably a better alternative. Better Product and Better Support. Shout out to WhatFix team for their awesome help and support! Cons None - WhatFix is an extremely flexible tool. It can be applied onto any web-based application and there are many ways to deploy easily. Review Source Adam S. Senior Business Analyst Hospital & Health Care Used the software for: Less than 6 months ### "Simple but powerful, with outstanding support" August 25, 2017 5.0 Continuing to develop features with ecommerce platforms in mind will the really beneficial for ours and I'm sure other organizations. Pros The tool itself is excellent - it gives us the means to easily, effectively, and unobtrusively communicate to our users - but the excellent support from Whatfix in helping us make the most of the tool is unparalleled. They take the time to work with us on our own implementation, rather than some boiler-plate customer care that you've seen from other organizations. Review Source stijn B. Developer Information Technology and Services Used the software for: Less than 6 months ### "Whatfix works well for us" May 12, 2016 5.0 Gen25 is a Salesforce partner. We build custom Salesforce environments for our clients. One of our clients needed a tool to train new employees in using Salesforce. After a review of several onboarding tools we suggested to use WhatFix. Right now we are implementing WhatFix in a Sandbox Salesforce Environment, building flows, segmenting flows for different user groups, etc. So far WhatFix has lived up to our expectations. It's easy to use and feedback is great. Pros \- Whatfix is intuitive: You don't need a computer science background to build flows; - Customer support responds almost instantly to questions; - Free online training sessions are included; - Integration with Salesforce works well; - Segmentation of flows to different user groups works well; Cons Flows can be turned into Youtube videos. WhatFix told us that they are working on a feature to add voice notes to these videos. Review Source Sandip Kumar P. CEO, Co-founder Computer & Network Security Used the software for: 1-2 years ### "WhatFix help guides - enhancing "self-service"" December 21, 2015 5.0 Whatfix, helped to create interactive guides & ease "Self-Service" on-boarding experience for InstaSafe Secure access. Its intuitive interfaces have assisted speedy customer support resolution & simplified navigation. Pros \- Intuitive interface - awesome support - Super easy & quick integration Cons \- Looking forward to their analytics features. Review Source Swati M. Information Developer Information Technology and Services Used the software for: 1-2 years ### "One of the easiest and most intuitive UI " January 28, 2016 5.0 I have found the product interface very intuitive and easy to use. Also, the support we required to make the product compatible with ours was amazing. Our issues were resolved in no time and RFCs were also delivered promptly. Pros Intuitive interface Competitive cost Free trials Review Source Response from Whatfix February 13, 2017 Thanks for the lovely review, Swati. Elizabeth S. Product Manager Consumer Goods Used the software for: Less than 6 months ### "Great tool and better support" October 4, 2017 5.0 Pros I love that I can continuously grow the help library we have for our customers simply without needing the help of my developers. No matter what new thing we release, I know people will understand how to use it now with Whatfix. Cons Setting up analytics is a little difficult and an added step to check. It would be awesome if it were all on my dashboard when I log in. Review Source LD Luke D. Associate PM Logistics and Supply Chain Used the software for: 6-12 months ### "An Advanced Users Experience" March 12, 2019 4.0 The general support and assistance off whatfix has being a tremendous help in that we are close to realizing our goal of lowered support costs and even happier customers. Pros The Package is well catered for use by website owners and simple web apps through the help of customer support you are able to get used to using it within a short period of time for the simple areas of the application. Support is almost always available but can be slow with response times, though there is an FAQ to assist your queries. The features available should make most peoples on-boarding and general assistance of their websites a lot easier to navigate. Cons The only negative I have to say is that whatfix is not catered well for bigger web apps which present the users with multiple options to complete the task they set out to do. I understand now that whatfix is primarily for websites and we are getting to the point of whatfix being the perfect platform for our company so I thank whatfix for being so understanding Review Source Response from Whatfix July 31, 2023 Luke, thank you for your feedback! We're happy to hear that our customer support has been a tremendous help and that Whatfix's digital adoption platform (DAP) is helping you achieve your goal of lowering support costs and creating happier customers. Also, we are continuously upgrading and enhancing our solution to meet your evolving needs. We'd love to show you how the Whatfix DAP empowers software users to unlock the true potential of applications across web, desktop, and mobile interfaces. Thank you for choosing Whatfix, and we're delighted to be part of your success in realizing your goals. Please feel free to reach out if you have any further suggestions or questions. We are here to assist you every step of the way! Your Whatfix Team AM Aditya M. Customer Success Specialist Information Technology and Services Used the software for: 6-12 months ### "In App Training made easier" May 11, 2023 4.0 It has an easy to use interface with multiple options to achieve what you are looking for Pros It is one of the most easy to use platforms. Helps us not announce new features but also to reduce the support tickets for the FAQs Cons Maybe the usability can be better. Retaining the last action of the user, so if the user wants to come back it will be easier. Review Source MK Megan K. Consultant Information Services Used the software for: 2+ years ### "WhatFix" March 24, 2022 5.0 Pros Helps end users complete tasks (easy and complex) in a variety of software solutions through a web based platform. Assists with training and onboarding. Cons Nothing stands out as a dislike. Whatfix is innovative and constantly improving and listening to their customers needs. Review Source MT Marianne T. Senior Financial controller Telecommunications Used the software for: Less than 6 months ### "Telenor Norway - review" March 23, 2022 4.0 Good support, training and follow up from the WhatFix organisation. Pros Easy to use and do not need much training Cons The Flows has to work each time for the users. If you do not follow the steps exactly described in the Flow, then you drop out and need to start Flow from the beginning. The End-users does not have time to restart the Flow. Review Source Response from Whatfix July 13, 2023 Thank you for your feedback on your experience with Whatfix. We apologize for any inconvenience caused. Our team is continuously improving the user experience based on valuable input like yours. To address concerns regarding restarting the Flow, Whatfix provides users with the capability to resume at any step if it has been accidentally closed. In the event of an application change, we have implemented a feature that displays a snapshot of the intended step, allowing the flow to remain in a standby state. Furthermore, users are not required to initiate the flow from the beginning, as our platform offers the option to skip specific steps within a Flow based on the current page. This time-saving feature ensures that users do not have to repeat previously completed processes unnecessarily. We appreciate your feedback and will use it to enhance our documentation and provide clearer instructions. VR Verified Reviewer Client Services Manager Internet Used the software for: Less than 6 months ### "Great application!" February 2, 2018 5.0 Pros We are so excited to launch Whatfix to our clients! It was extremely easy to set-up and the support along the way was amazing. By launching Whatfix, we are empowering our clients to learn how to use our product without having to make a phone call or send an email to our team Review Source Kate H. Senior Sales Operations Internet Used the software for: I used a free trial ### "Great product and amazing customer service and dedication to clients" April 28, 2016 5.0 WhatFix has provided our company with an interactive tool to assist our internal sales reps with multi step processes within our Salesforce. It's created an easy to use, easy to navigate system that promotes action and ultimately saves our employees time having to learn new processes. The customer service and response time is extremely impressive. Working with my sales rep, Srihari and my Customer Success rep, Chirabrata has been a great experience. They're both extremely dedicated to their company and their work. I mostly appreciate the proactive outreach they provide and the passion they have to make sure their clients see success from their product. Review Source Response from Whatfix February 13, 2017 Thanks for the kind words, Kate. Our Customer Success team is exhilarated with your comment. VR Verified Reviewer Operations, Data Management and Project Design Logistics and Supply Chain Used the software for: 6-12 months ### "Working with the WhatFix team is like being on a team together." January 8, 2019 4.0 Pros Working with the WhatFix team is like being on a team together. Although in different time zones, their team is passionately available to collaborate on integration ideas and answer questions at all times. The customer success team is second to none and set a standard for how to work with a customer. Cons The product is maturing and has a world of potential beyond it's existing value that it already serves! We look forward to seeing Whatfix grow and where the company, product, and team will be in a few years time. Review Source David B. Head of Customer Success Telecommunications Used the software for: 6-12 months ### "Easy and quick way to integrate on boarding and support content into your application" October 6, 2017 5.0 Pros \-Lots of features to play with -About as easy as it gets for complicated tasks -Integration with your existing Google Analytics used with reporting -Very Helpful WhatFix Team Members always willing to lend a hand (Sneha) Cons \-Takes a moment to figure out exactly how to get certain elements mapped to perform exactly the way you want. Need a bit of HTML/CSS experience to truly get the most out of the application. Review Source TB Tony B. Product Manager Consumer Goods Used the software for: 6-12 months ### "Easy and helpful. That's Whatfix!" May 10, 2018 5.0 Pros Workflows can be configured and launched quickly and easily. The Whatfix team is open to suggestions for improvements and really listen to their users. And Whatfix saves a ton of time by providing customized reports and dashboards in Google Analytics to track usage, drop off, etc. Cons Do you know how you eventually run into a blocker with every vendor? That won't happen with Whatfix. Review Source JJ Jeff J. Operations Manager Used the software for: Less than 6 months ### "WhatFix helped us onboard thousands of customers to our new website and customer portal!" August 3, 2017 4.0 Pros The ability customize the conditions under which specific workflows are triggered is awesome. The support offered by our agent was extremely helpful in setting up the more complex conditions. Cons The ability to customize the look and feel of the workflows is limited to just text and color (and a few other options). I would like to be able to customized the look and feel of every aspect of the workflows. Review Source GP Genie P. Used the software for: ### "Using WhatFix has increased our engagement with our free trials" November 16, 2016 5.0 The lifeblood of our sales process are free trials of our product. We have seen that 50% of our free trialers use WhatFix. We have a lot of variables in place that effect our new sales but our sales have increased by 50% since we have implemented WhatFix! Pros Best value I found when researching for a product like this. Also the service can not be beat. Cons It did take a while to learn. It could be more user friendly. Review Source VR Verified Reviewer Social Change Account Executive Non-Profit Organization Management Used the software for: 6-12 months ### "Customer Service Genius" February 1, 2019 5.0 Pros Our support from our Success Manager has been beyond. Whatfix is a great product, but if you value great support from a reliable team: look no further. Cons We've found a few buggy issues with Whatfix that I think stem from the complex way we segment clients. That said, my success manager and the team are masters at finding and fixing fast. Review Source SM Swati M. Sr Instructional Designer Used the software for: ### "Intuitive UI and amazing support" January 28, 2016 5.0 The product UI is very intuitive and it is very easy to create flows independently. Even playing around with the product is very easy. I have been associated with the organization since last 2 years or so and the organization has been very responsive to our requirements. The support provided to implement flows with our product is amazing and the staff is very courteous. Review Source AC Adam C. Director Of Training Hospitality Used the software for: 1-2 years ### "Empowering Training Initiatives with Flexible Deployment from WhatFix" December 6, 2024 5.0 WhatFix has been an excellent partner in supporting our initiatives. Their tools and services have not only met our needs but have also enhanced the experience for our customers. The positive feedback we’ve received shows how effective and user-friendly their solutions are! Pros My favorite aspect of WhatFix is how intuitive and user-friendly the whole platform is. From the front end to the back end, WhatFix makes sure that I can easily develop and deliver training material to our users while providing users a enhanced experience while on our platform. Cons I honestly can't think of anything bad to say about WhatFix! Alternatives considered [Docebo](https://www.capterra.com/p/127213/Docebo/) Reason for choosing Whatfix While it was for a different use, we considered adding Docebo to the training delivery but found that WhatFix was more than enough. Review Source DM Dawn M. IT Learning Manager Banking Used the software for: 1-2 years ### "Whatfix Works!" June 22, 2023 5.0 We are very pleased with the DAP and the service at Whatfix. We have been using it over a year and a half and it has done and continues to do everything they promised it would do. The integration of this tool was very quiet, meaning, we implemented it and only received positive feedback. There was no scrambling to get it aligned or working correctly, nor did we have any negative comments about how it was interacting with our system, or irritation about seeing something new! It is pretty common to implement a tool and get some amount of negative response or technical issues at launch. We launched it...and it just worked! We receive positive feedback frequently and the word is getting out across the company. We now have enough positive awareness about Whatfix that other department leads are requesting that we "Whatfix" their tools. We have now increased our investment enterprise wide and look forward to the benefits across more of our platforms. Pros Whatfix has so many useful features. Some of the smallest but have large impacts are the Beacons and the popups. These functions allow us to communicate changes within our processes and products almost instantly. Previously, communicating rapid or sudden changes would take time, and during that time, customers and employees are either waiting to be able to deliver the appropriate information or service, or they have incorrect information. this creates tickets and complaints. Being able to deliver information as rapidly as we can using Whatfix has reduced the time gap exponentially! The guided walk-throughs are also incredible. Realistically, what should you expect a newly hired employee to remember right after class. With so many policies, processes, and procedures, the expectation to "just know it" is unfair. Whatfix takes the stress off of the employee to instantly master something. Whatfix helps create an environment of trust, comfort, and confidence because the tools are "at the ready"! The DAP is amazing and intuitive.The other pro to Whatfix is their service. In my personal and professional life, Whatfix is #1 in client support and customer care. I just don't experience this level of service from anyone else! Friendly, efficient, and focused on our success! Cons I just can't think of any cons at this time! Reason for choosing Whatfix Price comparison was undeniable, and the service made it even easier to decide! Review Source Response from Whatfix July 28, 2023 Hi Dawn, Thank you for the review. We appreciate you taking the time to share your candid feedback. We're glad your team loved the various Whatfix features, and that you had a pleasant onboarding and implementation experience. It's something we've worked hard on, so it's great to hear the positive feedback. Thanks again for taking the time to leave us a review! Best, Your Whatfix Team Talk to a Capterra advisor for free and get results within 15 minutes.