Outcomes Click With Whatfix AI
Whatfix AI integrates intelligent context and intent across our suite, expands what application owners and content creators can achieve with AI Agents, and delivers advanced solutions through AI-first products—all powered by ScreenSense. Together, they unlock productivity, accelerate workflows, and optimize performance, turning AI into business outcomes.
Introducing Whatfix AI Agents
AI Agents are semi-autonomous, role-specific assistants embedded across every Whatfix product. They simplify creation, analysis, and guidance, automating complexity so teams can build content, uncover insights, and complete tasks faster with greater impact.

Authoring Agent

Guidance Agent

Insights Agent

Authoring Agent
Authoring Agent
Automate the creation, configuration, and data capture of content and workflows across applications. With simple natural language prompts, instantly generate fully configured in-app experiences—accelerating deployment, ensuring consistency, and reducing manual effort.
Use Cases:
Change Management Software Rollout
Workflow Guidance User Onboarding

Guidance Agent
Guidance Agent
Deliver contextual, AI-powered support directly in the flow of work. Guidance agents distills complex information into relevant answers, driving adoption, accelerating task completion, and reducing support dependency without disrupting user workflows
Use Cases:
Just-in-Time Support Regulatory Governance
Self-Service User Communication
Edge Case Guidance

Insights Agent
Insights Agent
Turn data into action by analyzing user behavior, feedback, and performance. Leaders can ask questions in natural language to instantly uncover patterns, adoption gaps, and friction points, enabling data-driven decisions that optimize processes and outcomes
Use Cases:
Workflow Optimization Journey Mapping
Problem Management Cohort Analysis
Product Benchmarking Software Usage Tracking
AI Adoption Clicks With Whatfix
AI is a $4.4T opportunity in added productivity growth for corporate use cases. While 92% of organizations are increasing their AI investments, only 1% call their AI strategy “mature”[1]. Whatfix enables organizations with a unified platform to accelerate AI user adoption, track usage, and protect against misusage threats.
Accelerate AI adoption by enabling users in in the flow of work
Enable users in the flow of work to drive awareness of new AI capabilities, surface contextual use cases at key moments, nudge users to experiment with new AI features, and support users when they experience frustration.


Take a data-driven approach to AI adoption
Track AI adoption across business units, empowering application owners to benchmark usage, highlight early wins, identify friction, launch targeted user guidance, and take a data-driven approach to AI adoption.
Protect your company from AI misusage threats
Govern how users interact with AI tools to protect your organization from data leakage and security vulnerabilities caused by AI usage. Alert users of potential AI misusage and communicate best practices with in-app announcements.

Responsible AI Practices
Whatfix AI is designed to operate how you need it to, ensuring a remarkable level of contextual precision that keeps humans in control.
AI accountability
Constantly monitored AI models with an active feedback loop powered by humans to benchmark, measure, and improve prediction quality.
Data security
No data is shared or stored, creating customer-centric data silos that provide organizations with an AI model unique to your underlying data.
Human in the loop
Our AI framework puts humans in the driver’s seat, ensuring human-provided feedback and direction models AI output and predictions.
AI Vision to Value
Discover how enterprises are already achieving value across their AI investments with Whatfix.

“We’re integrating Whatfix with Semler GPT. So when users ask how to do something—like ‘create a sales order for a new car’—they’re not just shown a document. The AI starts the process for them. Eventually, agents may do the entire task.”
Morton Rye Christensen, CIO of Semler

“Whatfix helps us drive Copilot adoption, improve user awareness, and enhance learning capabilities in the flow of work. We can inform sellers on newly launched features within the application and navigate them through how to leverage them quickly and easily.”
Leela Chilamkurthy, Sr. Product Manager at Microsoft
Software Clicks With Whatfix
In-app guidance. Hands-on simulations. Actionable analytics. One unified platform to drive adoption and maximize ROI. With Whatfix AI, expand your reach and enable every task, team, and transformation to click better.