Modernize User Support With Self-Service

Deliver seamless support experiences for employees and customers with just-in-time guidance, AI-powered conversational support, and self-service experiences — lowering support costs, accelerating workflows, and unlocking user productivity.

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aramark-logo-logo-Insurance
Ameris-Bank-logo
BioMerieux-logo
BD-USA-logo
akzonobel-logo
cardinal-health
CCBA-CS-logo
experian-logo
ICICI-logo
Old-Mutual
Mercedes-Benz-Logo
Milwaukee_Logo
REG-logo
Pronto-Insurance
ManpowerGroup-logo-Insurance
sentry-insurance
sophos-insurance
windward-logo
UPS-logo

Enable Intelligent, Self-Service Support Across Your Enterprise

Guidance

Provide Embedded, Just-in-Time Support

Surface contextual help directly inside the applications your employees and customers use. With Smart Tips, Pop-Ups, and Self Help, Whatfix ensures users get answers at the exact moment of need, reducing disruption and frustration.

Sales team - Enable support agents with hands-on training and on-demand performance support
Sales team - Deflect support issues with proactive customer self-service experiences

Support

Deliver On-Demand Self-Service

Empower users to resolve issues independently without submitting tickets. Whatfix integrates with your existing knowledge repositories, FAQs, and SOPs to instantly deliver relevant, role-based answers within the workflow.

AI

Power Support With AI Knowledge and Conversational Search

Unify and enrich your support ecosystem with AI-powered knowledge integration. Enable users to find information quickly through natural language search and conversational AI, ensuring they get accurate answers faster than ever.

whatfix-ai-self-help
Performance Support - Analyze workflow usage and track employee performance

Analytics

Reduce Support Burden and Identify Issues Proactively

Lower support costs by deflecting tickets and reducing repetitive requests. Use analytics and session replays to identify recurring friction points and resolve them with guided experiences, accelerating adoption and unlocking productivity.

Whatfix Platform

Accelerate Adoption, Scale ROI.

Drive success across the entire software lifecycle. Prepare users before launch, support them with live guidance, and continuously optimize for maximum impact.

User Support for the Modern Enterprise

See why leading enterprises choose Whatfix to reduce support costs, accelerate workflows, unlock user productivity, and maximize the value of their business software and IT investments.

AI-icon

No-code content
editor

Effortlessly create and maintain contextual in-app guidance across any application with a true no-code editor, matching content to your brand identity without relying on development resources.

Unified approach to digital adoption

Bridge the gap between learning and doing. Whatfix is the only DAP that pairs in-app guidance with application simulation, enabling teams to build hands-on sandboxes that acclerates proficiency, improves skills, and accurately assess readiness.

Whatfix workflow

Cross-application workflow support

 Whatfix’s open ecosystem supports cross-app processes, guiding users across systems without disruption. This eliminates friction in complex workflows and ensures seamless full-stack adoption.

Whatfix workflow

Customer services that drive outcomes

Whatfix combines dedicated enablement support, author training, technical support, and customer success frameworks to help teams accelerate adoption, scale effectively, and prove ROI.

Trusted by Enterprises.
Loved by Users

64%

faster time-to-value on digital investments.

67%

higher ROI on enterprise software.

37%

higher user proficiency after 3 months.

72%

increase in overall user productivity.

49M

end-users enabled with Whatfix in-app guidance.

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Cybersecurity is vital – but it’s also vital to get it right. With in-app guidance, we can help the next generation of Sophos customers secure their future. By deflecting more inquiries to digital self-assistance, we not only ease the burden on support but also provide a faster, more rewarding service experience.

 

Remi Preghenella

Read the success story →

Remi Sophos Headshot

Security & Compliance

Your Security Is Our Priority

As a Digital Adoption Platform provider, we must stay aware of regulatory requirements for data. Whatfix’s compliance team ensures our data handling practices meet these requirements.

Cyber-Essentials-Certified-Plus
DAP-guide
Whitepaper

How CIOs Build an Enterprise DAP Business Case

Learn how to create an enterprise business case for pitching a DAP investment to key stakeholders.

 

BLOG

How to Provide In-App Support for Users

Learn how to support users with proactive in-app help.

Read the article now → 

REPORT

The Forrester Wave™: Digital Adoption Platforms, Q4 2024

Read why Forrester named Whatfix a leader in its most recent Forrester Wave™ report.

Get the Forrester Wave report → 

BEST-IN CLASS SOLUTIONS

Recognized by
industry leaders

Whatfix FAQs

Don’t see your answer? Send a message to our live chat, we’d be happy to help!

Whatfix gives users contextual help inside the application through Self Help, Smart Tips, Pop-Ups, and guided Flows. Users can resolve common how-to questions without leaving their workflow or opening a ticket with Self Help. Powered by AI, it integrates with your knowledge repositories, SOPs, company docs, and in-app Flows, empowering users with an in-app smart assistant that acts as a personal subject matter expert and coach.
Whatfix Self Help can surface approved knowledge articles, SOPs, training resources, and other support content inside the application where a user needs it. This gives employees and customers a contextual entry point to existing documentation and reduces search effort across multiple repositories. Teams can combine searchable resources with guided Flows and Smart Tips so users receive both reference content and task-level assistance in the same experience.
Whatfix Product Analytics can reveal where users repeatedly abandon workflows, hesitate, repeat steps, or encounter friction before a support request occurs. Teams can use Funnels, Journeys, session-level behavior, and guidance engagement to identify the underlying process problem. Support and application owners can then address that issue with targeted guidance, workflow changes, or product improvements, reducing repeated responses to the same how-to question.
Whatfix can deliver contextual guidance and self-service support inside both employee-facing and customer-facing applications. Experiences can be targeted by role, behavior, workflow, or user segment so assistance reflects what the user is trying to accomplish. Keeping support inside the application reduces context switching and helps users continue their task while giving organizations a consistent way to scale digital support across different audiences.
Organizations can use Whatfix to measure engagement with Self Help and guidance, workflow completion, recurring friction, and behavior before and after support content is deployed. These signals can be compared with ticket volume, time to resolution, support cost, repeated issues, and user productivity. This helps support leaders quantify where self-service is reducing demand and identify workflows where additional guidance or product changes could create further savings.

Software Clicks Better With Whatfix

In-app guidance. Hands-on simulations. Actionable analytics. One unified, AI-powered platform to drive adoption and maximize ROI.