Products & Plans

In-app guidance provides contextual, interactive, and intuitive, guided experience and help resources to end-users, including:

• Self Help: Collection of guided Flows, videos, help articles, links, and more in an embedded wiki, featuring QuickRead+, an AI-powered tool that rapidly summarizes content results.
• Task List: To-do list of tasks for users to help kickstart their onboarding process
• Smart Tips: Contextual information pertaining to a specific element in the application that provides the user with additional details. Also called tooltips.
• Flows: Step-by-step instructions that help users learn an objective, complete a task, or learn a workflow.
• Beacons: Pulsating spot that draws users' attention to a specific element on your application. Also called hotspots.
• Pop-Ups: Information widgets used to inform users about events that need their immediate attention that overlay on the entire applications screen and require a user to close the modal window.
• Launchers+: Customizable button for one-click access to Whatfix Flows, Pop-Ups, or videos for seamless, contextual support anywhere in the application.

Automatically display in-app guidance and resources to end-users in the areas of the application relevant to any resource.

Export Whatfix content as videos, slide decks, articles, documents, PDF, and ODT files to scale training content creation efforts and repurpose Whatfix content as knowledge base articles, in your LMS, or for any L&D purpose.

Integration to use existing support and help resources currently available in knowledge base repositories to build your Whatfix digital adoption experience. ℹMaximum cap: 50,000 articles

• Out-of-the-box: Collect in-app feedback with NPS and usability assessments. Integrate with third-party survey tools, use pre-designed templates, and access concise report summaries for actionable insights.
• Custom Surveys: Develop personalized in-app surveys for end-user assessments and satisfaction, leveraging AI-driven analysis, editable templates, limitless questions, custom response options, and quizzes for comprehensive user feedback.

Content management tool for content authors to have full control of the content creation process, easily manage updates, test and publish content through an all-in-one, no-code editor and dashboard.

Build data-driven in-app experiences, powered by Whatfix Analytics solution. With guidance analytics, uncover insights on user content engagement, identify content weak points and unique user behavior, and understand content completion rate via an easy-to-understand dashboard with intuitive and customizable graphs and reports.

View and analyze Guidance Analytics metrics aggregated across enterprise applications at the portfolio level.

• Manual: Manually translate content to other languages directly within the Whatfix software, or use an export/import functionality.
• Auto Translation: Easily translate DAP content into other languages with a click of a button, directly in the Whatfix software.

Automated testing to validate Flows are working as expected and address issues caused by application UI changes. Receive email notifications with reports, videos, and recommendations to fix any identified errors.

Gain access to detailed historical information and data pertaining to activities completed by content authors and administrators in the Whatfix Dashboard (the content management tool.)

Selection of the Whatfix Data Center where Whatfix will be hosted for the deployment.

Aggregate insights from existing enterprise apps, combine and exchange data, and attribute workflows across software products to understand, enhance, and unify your end-user experience across your application stack. Standard plan limited to 2 integrations.

Single-sign on authentication process that enables end user and content authors to access the Whatfix software with your own organization's login credentials.

Restrict access to Whatfix software to a predefined set of IP addresses to meet your security compliance policies.

Available deployment methods. Some features and functionalities in Standard and Premium plans may not be available under a self-hosted deployment model.

End users receive Whatfix's guided experiences without having an internet connection.

Deploy Whatfix content on desktop applications running in virtual desktop environments, including Citrix and Azure Virtual Desktop.

Standard support available Monday through Friday, 24 hours a day.

Your trusted advisor from day one, assisting you to have a successful implementation, helping you scale your digital adoption program, and ensuring you are continuously meeting your business goals.

Content author's access to Whatfix University for self-paced training and certification programs to help them advance their digital adoption skills.

Track end-users' actions, analyze their behavior, and make meaningful decisions to improve application experiences and increase end-user engagement.

Automatically track users' page URL visits and reduce the effort required via manual tracking. Not available on desktop-based apps.

Out-of-the-box analytics widgets and ability to build your own custom dashboards to easily track application performance, usage, CTA clicks, and more in a single view.

Gain clear insights into user completion rates of every single step within a process and total time-to-completion to quickly identify improvement opportunities.

See a feature's usage over a set time period using different types of visualization charts. For eg: you can see how many users from the US region clicked the 'Create' button everyday while using Chrome browser from Jan, 2022 to March, 2022.

Understand different paths users are taking on your application. For eg: see the different paths newly signed up users are taking after landing on your application. See what all pages they have clicked after that.

Capture the properties of the user to create a comprehensive view of that user along with the historical perspective of the changes that happened to the user's properties. For eg: of user properties-device type, browser, country, etc. Not available on desktop-based apps.

Event properties are a way to send contextual data along with the events so better analysis can be performed, and data-driven decisions can be taken. Not available on desktop-based apps.

Analyze behaviors of segmented groups of users based on common characteristics and customize the user experience presented to different cohorts to achieve your desired outcome with contextual, relevant information. For eg: a cohort could be of active users. Where active users could be defined as users who visited at least 5 pages in the last 30 days.