Whatfix Reviews

Whatflow flows implementation in a special education web based product

Comments: 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.

Help your customers understand your platform

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.

An extra layer of our software

Comments: 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.

Reduced our support costs by 40%

Comments: 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.

Simple but powerful, with outstanding support

Comments: 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.

Whatfix works well for us

Comments: 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.

WhatFix help guides - enhancing "self-service"

Comments: 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.

One of the easiest and most intuitive UI

Comments: 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

Great tool and better support

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.

Good Support from Tech team

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.

Great Product

Comments: 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

Great Addition

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.

I am the Training and Content Development Manager for a Software Company and Whatfix made our Software easier to manage.

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.

Customized Content Creation

Comments: 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

Easy user onboarding enabling application

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.

Easy to create flows and support team is helpful

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.

Great application!

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

Outstanding product... Incredible support.

Pros:

The team member was phenomenal in helping us make the best use of Whatfix. The team member helped us maximize the functionality where we could, and we wouldn't have gotten our project off the ground without her and the application. Customer service A+!

Cons:

I'm not a programmer, so the directions on how to implement the application weren't always clear to me. I wouldn't categorize that as an application issue... it's definitely the experience and limitations of the user.

Easy and helpful. That's Whatfix!

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.

WhatFix helped us onboard thousands of customers to our new website and customer portal!

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.

Using WhatFix has increased our engagement with our free trials

Comments: 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.

Customer Service Genius

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.

Intuitive UI and amazing support

Comments: 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.

Empowering Training Initiatives with Flexible Deployment from WhatFix

Comments: 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!

Whatfix is the business management software par excellence

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.