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Whatfix

AI-Powered Digital Adoption Platform

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Category
Marketing
Deployment
Cloud (SaaS)
API Access
Yes
AiDOOS Deploy
72 hours

About Whatfix

Whatfix is an AI-native digital adoption platform (DAP) designed for enterprise software. It unifies pre-production simulation training, in-workflow guidance and support, and adoption analytics to drive business outcomes. Whatfix enables organizations to create contextual in-app guidance such as flows, smart tips, pop-ups, and task lists that help users learn and perform tasks directly within applications. The platform also offers Mirror, a feature that replicates applications for hands-on training and AI-powered roleplaying, and Product Analytics for no-code event tracking, session replays, and AI insights. Whatfix supports web, desktop, and mobile applications and helps reduce support tickets, accelerate onboarding, and improve feature adoption. The platform's AI capabilities include content authoring assistance and real-time user behavior analysis to continuously optimize workflows.

Challenges It Solves

  • Drive user adoption of new software features and applications
  • Reduce time-to-proficiency for new hires and during system migrations
  • Lower support ticket volumes by enabling self-service in-app assistance
  • Maximize ROI from enterprise software investments by improving usage

Screenshots

Whatfix screenshot 1
Whatfix screenshot 1 Whatfix screenshot 2 Whatfix screenshot 3 Whatfix screenshot 4 Whatfix screenshot 5 Whatfix screenshot 6 Whatfix screenshot 7 Whatfix screenshot 8

Use Cases

Employee Onboarding and Training

Accelerate time-to-proficiency for new hires by providing in-app guidance and simulation training directly in the flow of work.

Software Adoption and Feature Rollout

Drive adoption of new features and applications with contextual walkthroughs and smart tips that guide users step by step.

Support Ticket Deflection

Reduce support costs by providing in-app self-help resources that let users find answers without leaving the application.

User Behavior Analytics

Analyze how users interact with applications using product analytics to identify friction points and optimize workflows.

Pricing

Custom pricing — built for your team

Whatfix pricing is tailored to your organisation's size, integrations, and requirements. AiDOOS generates your proposal instantly — scoped & ready in seconds.

Standard Plan Premium Plan Enterprise Multi-app Plans
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None-day free trial available — No credit card required. Full access to all features.
💡 Pricing insight from reviewers: Pricing is based on a per-application fee plus user license fees, often perceived as premium for large enterprises.

Key Features

Digital Adoption Platform (DAP)

Create contextual in-app guidance and analyze usage to drive adoption.

Product Analytics

Analyze user engagement with no-code event tracking, session replays, and AI insights.

Mirror

Replicate apps for hands-on training and AI-powered roleplaying in a risk-free sandbox.

Self Help

Embedded wiki with guided Flows, videos, help articles, and feedback mechanism.

In-App Guidance

Contextual Flows, Smart Tips, Pop-Ups, Task Lists, and Beacons for guided experiences.

AI Insights

AI-powered analysis of user behavior to identify friction and recommend improvements.

What Reviewers Say

What works well

  • In-app guidance helps users learn directly within the application, reducing training time.
  • Product analytics with no-code event tracking enables data-driven decisions.
  • AI-powered insights provide actionable recommendations for improving user adoption.

Common concerns

  • Pricing is not publicly listed and requires contacting sales.
  • Implementation may require initial setup effort to configure guidance flows.

Reviews

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No reviews yet for Whatfix

AiDOOS-verified review data is collected after deployment. Deploy this product and be among the first to share your experience.

Reviewer Demographics

Top Industries

Enterprise Readiness

SOC 2 Type II
ISO 27001
GDPR Compliance

Identity & Access

SSO SAML 2.0, Okta, Azure AD, OneLogin
RBAC None
Audit Logs

Data Security

At restAES-256
In transitTLS 1.2+
Key mgmtVendor-managed

SLA & Availability

Uptime SLA99.9%
RPO
RTO
Pen test

Compliance & Portability

Data residencyUS, EU
Data export
Right to erasure

Integrations

Salesforce

In-app guidance and analytics for Salesforce CRM.

Native 1-2 hours ⇄ Bi-directional

Oracle JD Edwards

In-app guidance and analytics for Oracle JD Edwards ERP.

Native 1-2 hours ⇄ Bi-directional

SAP

In-app guidance and analytics for SAP applications.

Native 2-4 hours

ServiceNow

In-app guidance and analytics for ServiceNow platform.

Native 1-2 hours

Microsoft Dynamics 365

In-app guidance and analytics for Microsoft Dynamics 365.

Native 1-2 hours

Zendesk

In-app guidance and analytics for Zendesk support platform.

Native < 1 hour

Workday

In-app guidance and analytics for Workday HCM.

Native 1-2 hours

Governance & Compliance

EU AI Act

Classification: None

Data Processing Agreement

None DPA available

Sub-processors

Not disclosed

Right to Erasure

✗ Not supported

Change Notifications

None

NIST AI RMF

Not assessed

AiDOOS Managed Deployment

Deploy Whatfix in 72 hours

AiDOOS handles setup, CRM integration, SSO config, and user provisioning. Your team goes live — not your IT department.

12
Deployments
94%
Adoption rate
4.8/5
Post-deploy sat.
2-4 weeks
Time to value

Prerequisites

  • Admin access to target applications (e.g., Salesforce, SAP)
  • SSO configuration (SAML 2.0 or OAuth)
  • Browser extension installation for content authoring

Configuration Options

  • Single sign-on (SSO) integration
  • Custom branding and styling
  • Role-based access control settings
  • Integration with existing knowledge base

How Whatfix Compares

Product AI & Analytics Ease of Use Enterprise Features Pricing Integrations Mobile Experience Quick Setup Customer Support Rating Price/mo
Whatfix This product
Good Excellent Excellent Fair Excellent Good Excellent Excellent $Custom/user
WalkMe
Excellent Good Excellent Fair Excellent Good Good Good ★ None $None/user
Appcues
Fair Excellent Fair Good Good Fair Excellent Good ★ None $None/user
Pendo
Excellent Good Excellent Fair Good Good Good Good ★ None $None/user
Virtual Delivery Center · A new delivery category

A Virtual Delivery Center for Whatfix

Pre-vetted experts and AI agents in the loop, assembled as a delivery pod. Pay in Delivery Units — universal pricing across roles, seniority, and tech stacks. No hiring, no contracting, no procurement cycle.

  • Plans from $2,000 — Starter Pack, 10 Delivery Units, 90 days
  • Refundable on unused Delivery Units, anytime — no questions asked
  • Re-delivery guarantee on acceptance miss
  • Pre-flight delivery sizing — you see the plan before you commit

How a Virtual Delivery Center delivers Whatfix

Outcome-based delivery via AiDOOS’s VDC model.  Why VDC vs traditional consulting? →

Outcome-Based

Pay for results, not hours

Milestone-Driven

Clear deliverables at each phase

Expert Network

Access to certified specialists

Implementation Timeline

1
Discover
Requirements & assessment
2
Integrate
Setup & data migration
3
Validate
Testing & security audit
4
Rollout
Deployment & training
5
Optimize
Performance tuning
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Frequently Asked Questions

What is Whatfix and how does it work?
Whatfix is a Digital Adoption Platform that provides in-app guidance, simulations, and analytics to help users adopt enterprise software. It overlays on web, desktop, and mobile applications to deliver contextual help and track usage.
What applications can Whatfix integrate with?
Whatfix integrates with major enterprise applications such as Salesforce, SAP, Oracle JD Edwards, ServiceNow, Microsoft Dynamics 365, Workday, and Zendesk. It also supports custom web applications.
Does Whatfix support single sign-on (SSO)?
Yes, Whatfix supports SAML 2.0-based SSO with identity providers like Okta, Azure AD, and OneLogin.
How secure is Whatfix?
Whatfix holds SOC 2 Type II and ISO 27001 certifications, is GDPR compliant, and uses AES-256 encryption at rest and TLS 1.2+ in transit. Data can be hosted in US or EU regions.
Can I try Whatfix before purchasing?
Whatfix offers a demo but does not publicly advertise a free trial. Contact sales for a personalized demo.
How does Whatfix use AI?
Whatfix uses AI for content authoring assistance, generating insights from user behavior analytics, and powering roleplay simulations in Mirror.

Quick Stats

Rating
12
Deployments
72 hours
Live in
99.9%
Uptime SLA
Deployment Complexity
Moderate (3/5)
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Vendor

Whatfix
San Jose, CA
Verified Vendor

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