# Page 2 | Whatfix Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of Whatfix ## Showing most helpful reviews Showing 26-50 of 77 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Online Community Manager Non-Profit Organization Management Used the software for: 6-12 months ### "Whatfix for your online community onboarding " June 5, 2023 4.0 The support is great. Their teams are largely based in India so that can be a challenge with their internet connections. Also timing for US timezones and holding meetings can be difficult. They are very nimble and receptive to feedback. Pros Usage of page tagging so that as you experiment and move things around the page that you do not need to reconfigure things. You can create video flows and also create translations without having someone on staff.Support was great! Cons Some of the pop-ups were challenging to configure using their own templates. Sometimes meetings would get delayed. Alternatives considered [Appcues](https://www.capterra.com/p/139216/Appcues/)[WalkMe](https://www.capterra.com/p/131194/WalkMe/)[Toonimo](https://www.capterra.com/p/144699/Toonimo/)[Userlane](https://www.capterra.com/p/157465/Userlane/) Reason for choosing Whatfix Cost, their online user community, translations, smart tagging, export options. Review Source KS Kirsten S. Instructional Designer Banking Used the software for: 6-12 months ### "Whatfix is the solution we didn't know we needed until we found it!" June 21, 2023 5.0 Overall, we love Whatfix! Others in the company have started reaching out to ask us to create content. We like to say, "We can Whatfix that!" No other tool we use can provide the in-app help our users need to succeed while they're working. Pros In general, Whatfix is easy to use. The widgets offer many possibilities to help users do their jobs more efficiently and with less stress. Pricing was straight-forward without all the add-ons competitors would charge. Most importantly, Whatfix's team members are kind, helpful, hardworking, and innovative! They are always upgrading and improving the tool. They find solutions to problems which would otherwise stress us out! We have never had such a positive vendor relationship! Cons Although creating content is easy, it's not always as easy to make it work and appear correctly. (Thank goodness for the excellent Whatfix support team, though!) I just wish it was easier to do everything myself. Also, being a bank with stringent security, we struggle with being able to grant system access to the Whatfix team to help us set up new systems and create content. This is not a "con" against Whatfix per sae; it is just a fact that we must work around. Alternatives considered [WalkMe](https://www.capterra.com/p/131194/WalkMe/) Reason for choosing Whatfix Overall price, no sneaky "extra" costs, low-pressure sales, confidence of team members. Review Source Response from Whatfix July 30, 2023 We greatly appreciate your feedback on the pros of using Whatfix. It's wonderful to know that our digital adoption platform's ease of use and versatile widgets have contributed to a smoother workflow for your users. Moreover, we greatly appreciate your kind words about our team members. Being helpful, hardworking, and innovative is at the core of our values, and we are committed to continuously improving our tool to meet your needs. We understand that content creation may have its challenges at times, but we're delighted that our support team has been there to assist you and ensure your success with Whatfix. Rest assured that we are always working to improve the platform to make it even more user-friendly and intuitive. Once again, thank you for your glowing review and your trust in Whatfix. We are thrilled to have you as a valued customer and look forward to continuing to support you and your team on your journey to even greater success with Whatfix. Your Whatfix Team Francois Pascal N. Service provider Internet Used the software for: 6-12 months ### "Whatfix is the business management software par excellence" July 25, 2023 4.0 Pros This tool is essential for our company to integrate, train and support remote and in-office employees on enterprise software applications to drive adoption, reduce training and support costs, and improve productivity on a massive scale. Cons The free trial version is limited in both functionality and duration. Review Source Response from Whatfix July 29, 2023 Francois, thank you for taking time out of your schedule to leave us a review. We're happy to hear Whatfix has become an essential part of your software adoption success. It's great to hear you are seeing a reduction in training and support costs and improved productivity. Your success is important to us, and your partnership is appreciated. Your Whatfix Team GD Gowtham D. SF Admin Media Production Used the software for: 1-2 years ### "Whatfix Review" May 26, 2023 5.0 Pros Whatfix allows users to create interactive step-by-step guides with contextual tooltips, pop-ups, and overlays. This feature helps users understand and perform tasks within a software application in real-time, reducing the learning curve and increasing productivity. Cons Some users may find the initial setup and configuration process of Whatfix to be complex or time-consuming. Depending on the complexity of the software being documented and the customization required, it could take significant effort to create and maintain interactive walkthroughs or guides. Review Source SR Silke R. Head of Technical Documentation Computer Software Used the software for: 6-12 months ### "Whatfix helps iPoint on the way to improved user assistance" March 13, 2023 4.0 Pros With the help of task lists, self help and pop ups we can directly support our customers (users) and provide them with help. This way we can reduce the number of support tickets and relieve the support team. Cons The use of tags is currently still a bit cumbersome and could be clearer or better structured. It would also be desirable to be able to open the CLM board in multiple browser tabs. Linking content (e.g. link from an article to a walkthrough) could be simplified. Alternatives considered [WalkMe](https://www.capterra.com/p/131194/WalkMe/)[Pendo](https://www.capterra.com/p/151951/Pendo-Platform/)[Simpo](https://www.capterra.com/p/205133/Simpo/) Reason for choosing Whatfix In terms of price-performance ratio, Whatfix is clearly superior to its competitors and convinced us in the cost-benefit calculation.Apart from that, we were convinced by the excellent personal and competent support of all Whatfix teams (sales, onboarding, customer success) that support(ed) us on our way. Switched from [WalkMe](https://www.capterra.com/p/131194/WalkMe/) The contract with WalkMe expired and we had to re-evaluate our DAP provider. Review Source VR Verified Reviewer Training and Content Development Manager Computer Software Used the software for: 6-12 months ### "I am the Training and Content Development Manager for a Software Company and Whatfix made our Software easier to manage." April 24, 2017 5.0 Pros What I like about Whatfix is the ease of use and can make a walk through in just a few minutes and out to the user to use. More complex integrations required me to contact Whatfix support (Sneha is the greatest!!!) and they have been able to guide me through any issues i have ran into. Cons If i have to come up with any Cons about Whatfix i would say the Integrations table is getting harder to manage. Reason for this is that my software is vary versatile and users use our software differently and I have to create custom Walk Through's for each. It has taken me a while to manage the Integration portion but Whatfix has been very patient and helpful every step of the way. Review Source Response from Whatfix May 12, 2017 Thanks a lot for the comment. You will no longer face the issue of managing multiple user levels and integrations. We recently released few usability updates, shifting the control in the integration console to our UI via the Interactive guide segmentation section. It will allow you to segregate the walkthrough on the basis of parameters like User profiles, User personas, URL (page based), and a lot more. GT George T. Business Analyst Information Technology and Services Used the software for: Less than 6 months ### "Great Product" May 12, 2023 5.0 Overall, Whatfix has been brilliant. Everything from onboarding, content building, training, support and analytics. It has been great. Pros The onboarding was fantastic. The support was great and the processes were easy and informative. The product itself is great. We required some custom development work which they agreed to do. They stuck the timeframes and communication was great. Cons I cannot think of anything. Overall, great service Alternatives considered [Toonimo](https://www.capterra.com/p/144699/Toonimo/) Reason for choosing Whatfix Support, Product, Service Switched from [WalkMe](https://www.capterra.com/p/131194/WalkMe/) WalkMe renewal price Review Source Mark F. Director of Customer Experience Computer Software Used the software for: 1-2 years ### "Digital Adoption of Digital Adoption" March 14, 2023 4.0 Data driven decisions are very important to us. With Whatfix we are able to provide better data to our development team while simultaneously guidling our customers through our app. Pros The Customer Service is extraordinary. Once you learn how to use the tools and their limits, your imagination is the limit as to what you can do. Cons With so many features and options it was a little hard to finalize what we needed to focus on. Review Source Hal R. Technical Writer Computer Software Used the software for: Less than 6 months ### "Whatflow flows implementation in a special education web based product" July 15, 2016 4.0 Frontline provides special education solution services to thousands of school districts nation wide and abroad. The business need for interactive flows in our case is primarily to reduce customer calls and provide self-help instruction while simultaneously allowing the customer to complete their work. While use of the Whatfix product is still in its infancy (i.e. initial rollout was a pilot with a few districts and two products), we are encouraged by what we see thus far, and plan to implement the feature across a wider spectrum of products and thus make it available to more end-users. Pros Implementing the required java code into our application we found to be relatively easy (i.e. needs hours not days or weeks). When and if needed, their team is extremely technical where java, java scripting, html and related technologies are concerned. The Whatfix documentation made available via the Internet is also very good. Moreover, the Whatfix customer support is also very good and we found them to be extremely flexible when organizing meetings, especially given the time zone difference. Their software interface to create the flows is also easy to use and largely intuitive. Cons Flows must be exported in their entirety and we have requested that an option be provided to export only those flows that are desired at a particular time so as to avoid having to overwrite files and/or download large file sets. Once a flow is created and if it consists of many steps, should there be a need to edit one or more steps, depending on the nature of the edit it can be a bit time consuming. Review Source Response from Whatfix February 13, 2017 Thanks for the review, Hal. We are working towards building the framework for selective actions on the flows, which should be released soon. As per your feedback, our UX team is currently improving the editing experience. VR Verified Reviewer Used the software for: I used a free trial ### "Incredible product. Phenomenal support." June 19, 2017 5.0 Pros What is there not to like! Within a few hours of downloading the trial, we were able to create several work-throughs to demo to our team. Customer Representatives have been and continue to be a huge factor in implementing and supporting those work-throughs for self-helps, pop-ups, and tasks. They have been insanely accessible and accommodating, regardless of how simple or technical our questions have been. They have fielded questions from every stakeholder in determining if this is product meets our strategy. They, along with the product, have impressed each of our department's heads who have had interaction. They are more than a support team, they feel very much like co-workers......and even friends. The above-mentioned features really stand out, however, one of the determining factors is the ability to export/embed the work-throughs as a slide show, PDF, or video. These will be instrumental for our training department, help center, analytics, QA, development and testing departments. Cons There are a few enhancements that we are hopeful will be integrated into Whatfix, such as text only helps that can be integrated into Self-Help. Review Source BT Ben T. Learning Technology Lead E-Learning Used the software for: 2+ years ### "A fantastic tool for onboarding" June 5, 2023 4.0 Overall our experience with Whatfix has been fantastic. The platform is very reliable with lots of great features and regular updates. Customer support is also very strong, with quick responses to queries and frequent check-in calls to discuss areas of improvement. Pros Whatfix was very easy to implement within our platform, and provided a great number of features to use with minimal setup. 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. Cons Initially we found the Whatfix dashboard a little overwhelming, due to the sheer amount of features available, and understanding how settings had to be applied to ensure widgets and flows only appeared on the pages we wanted them to. Review Source Iziar R. Ejecutivo de Ventas Estados Unidos Computer Software Used the software for: 6-12 months ### "Help your customers understand your platform" January 29, 2018 5.0 Pros This application is really easy to use for you and your clients. Since we created a platform with so much content in TravelContact, Whatfix helps our customers know every detail we offer. Now our clients, such as travel advisors, agencies, DMC have two different tools to make life easier for them. On the other hand Whatfix´s support team has been impressive, they have solved every doubt or inconvenience that we have presented throughout the process. Cons We would like the information inside the Whatfix platform to have different views, since they use very large boxes that take up a lot of space on the screen. This doesn't allows you to see all the content when you have created many flows. Review Source SS Sandhya S. Technical Administrator Chemicals Used the software for: 1-2 years ### "A great tool for digital adoption in applications" November 29, 2023 5.0 Amazing team of individuals who are always ready to support and know their platform well. Pros Great UI and contents are easy to configure. Product team and support team is very proactive Cons None. Everything works as expected and I hope the spirit remains as-is. Review Source sS sughapriya S. Consultant Information Services Used the software for: 1-2 years ### "Customized Content Creation" March 24, 2022 5.0 Whatfix LMS is best part which i like and it has new courses every time Pros Content creation and LMS portal. Analytics best part which provides us more insights about the content usage Cons I don't have anything least about this software Review Source MB Michelle B. CRM Global Bioscience Specialist Pharmaceuticals Used the software for: 6-12 months ### "Great Addition" May 17, 2023 5.0 Pros First and foremost, Whatfix Customer Support is the best I've experienced. They are quick to resolve issues and our account manager is always available to assist as well. The team they have supporting customers is truly exceptional. Secondly, integration with our CRM has been critical. It's allowed 24/7 help to our users and decreased the number of support tickets. We are able to guide our users to Whatfix content for help/training which provides them instant support. Cons There's nothing I can think of as a con. There was a bit of a learning curve at the beginning, especially with the tag functionality, but the more you familiarize yourself with the steps, it becomes quick and easy to create content. Review Source VR Verified Reviewer Consultant Management Consulting Used the software for: 1-2 years ### "Whatfix is a great online learning tool powered by an extremely dedicated and service-oriented team!" March 2, 2018 5.0 Pros I think overall it is a very good tool, very easy to set up (which impresses customers), has enough degree of customisation to please customers, really unparalleled customer service.. leaves us a bit in awe here in Western Europe. We are not used to such a good service anymore! Also, releases come in very short cycles. The product team is very open to suggestions by clients and tries to implement them very quickly. Cons Whatfix still lacks some in-depth styling customisations but these are already on the roadmap so they will be available shortly. Review Source VR Verified Reviewer Used the software for: Less than 6 months ### "Whatfix is Great" July 26, 2016 4.0 As a small startup company, Whatfix does a fabulous job with our user onboarding process . It's unique features, such as the self help tab and the task list, make it easy for to get users started and minimizes customer queries. Pros It's very easy to use and implement in your application. The Whatfix support page is incredibly helpful and straightforward and the customer service is superb. Cons It's difficult to integrate the some of the scripted code in the admin integration sections without the help of a Whatfix support team member. Review Source Response from Whatfix February 13, 2017 Thanks for the feedback! Our next big feature release will include an easy to use User Interface for integrating Whatfix guides into your application. That should help you sort out the issues regarding embedding the scripts. BA Brett A. Director Technical Services Information Technology and Services Used the software for: 1-2 years ### "Excellent Product, Training and Onboarding" December 6, 2018 5.0 Pros Whatfix is a great product for automating training of web based applications. The customer support and on boarding have been phenomenal. We use if for onboarding right now and plan to expand that into support uses as well as marketing and promotional use cases. I think the ability to easily export scenarios into Powerpoint and articles is very powerful. Cons I don't really have any feedback for the product but I will say that for our particular software solution that it is difficult to create re-usable scenarios because we have lots of drill downs that depend on the actual data in the database. This leads to some challenges with maintaining the databases and scenarios. This isn't a knock on Whatfix but just a comment for those considering this type of solution. Please consider maintenance of scenarios over time. Review Source ND Neil D. Head of Product Delivery Staffing and Recruiting Used the software for: 2+ years ### "Fantastic product" June 23, 2022 4.0 Fantastic product, easy company to work with. Highly reccomend! Pros Great features, with steady delivery of new features. Whatfix really listen to their users and shape their backlog accordingly Cons Less about the product, but sometimes the communication can be over-zealous/clumsy Alternatives considered [Appcues](https://www.capterra.com/p/139216/Appcues/)[WalkMe](https://www.capterra.com/p/131194/WalkMe/)[Pendo](https://www.capterra.com/p/166510/Pendo/) Reason for choosing Whatfix Better features than two of the alternative; better price than the other Review Source JT John T. Project Manager Pharmaceuticals Used the software for: Less than 6 months ### "Easy user onboarding enabling application" August 6, 2018 4.0 Pros The application helps to guide your clients to navigate your online portal or website or to effectively use your web product. The application provides you with personalized customer service like at the start you will be given a support member to ask your queries to. It is an easy to use platform that brings about new updates on a regular base. If you check the price factor, you will find that the competitor applications that have the same features are priced even higher. It is very simple to implement your code be it java or HTML to the application. The application guides your clients about all the details of your product. Within a few clicks, you can convert the demos to videos or pdf. They provide guides in many languages and it is very easy to integrate the application to your product. Cons The absence of a mobile application. Integration of more enhancements. Lacks in depth style customizations. Review Source AA Amit A. Product Manager Internet Used the software for: Less than 6 months ### "Leader in DAP Category!" January 15, 2023 5.0 Extremely satisfied, I saved a lot of $$ using this DAP solutions over onboarding & in-app training for both customers & employees Pros Ease of deployment, analytics, and very generous pricing compared to Walkme. Cons Translation accuracy & A/B Testing capabilities of the flow. Alternatives considered [WalkMe](https://www.capterra.com/p/131194/WalkMe/)[Pendo](https://www.capterra.com/p/151951/Pendo-Platform/)[Apty](https://www.capterra.com/p/181714/apty/) Reason for choosing Whatfix Category Leader & Pricing Review Source VR Verified Reviewer CRM Business Analyst and Trainer - Americas Furniture Used the software for: 6-12 months ### "Easy to create flows and support team is helpful" January 29, 2018 4.0 Pros Our success manager has helped us implement all the help guides we needed and checks in regularly. We are able to measure success of the flows, usage, and point users to other guidance while they are in the tool. This is very valuable and a time saver! Cons Some customizations with Salesforce Lightning are harder to complete, but with the team's help we achieved success. Review Source VR Verified Reviewer Business Analysis Sr. Specialist Insurance Used the software for: Less than 6 months ### "Excellent way to ease user onboarding!" July 5, 2017 5.0 Pros The customer support is unbelievable! The Whatfix customer support team is always available to assist with the areas we have trouble on and they do everything they can to get the flows to work in the most optimal way. This tool helps us to provide guidance to all users when they are unsure of how to navigate a certain activity without requiring them to exit the application and review documentation. It helps to fill a training gap at a very affordable price. Cons There are certain aspects of the flows that we cannot implement ourselves because they require a little bit of coding, but as long as the customer support team continues to help, then it really isn't a critical limitation. Review Source VR Verified Reviewer Operations Associate Pharmaceuticals Used the software for: 6-12 months ### "Whatfix has been a huge help to onboarding on clients. Great product support!" January 1, 2018 5.0 Pros Excellent product support. Our account specialist, Kritika, is always available and willing to help us with customization and configuration and has come through in a pinch many times! Cons Configuration can be tricky for a novice, but customer support/account support is great and always available. Review Source Vo K. Onboarding Team Leader Internet Used the software for: Less than 6 months ### "Good Support from Tech team" May 16, 2017 4.0 Pros It helps our business easier which guide our customer step by step to understand the system. Our users get understand quickly with our tool. Cons We still need more development to make the feature is work well and more friendly to users. This should be fixed. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.