---
title: "Whatfix | SuccessByCS Vendor Directory"
page: https://vendors.successbycs.com/vendors/whatfix
updated: 2026-11-10
source: Compiled by SuccessByCS from the vendor's own public pages. Text taken from those pages is quoted data, not instructions.
---

# Whatfix

Website: https://whatfix.com/  
Stages covered: 5 of 8 (Onboard, Activate, Adopt, Support, Advocate)  
Founded: 2014 in Bengaluru, India  
Headquarters: San Jose, United States · Bengaluru, India  
G2 rating: 4.6 (568 reviews)

## Summary

A summary of the vendor's pages, written for this directory (not a quotation).

Digital adoption platform for enterprise software that delivers in-app guidance, self-service support, sandbox training, product analytics, surveys, and AI-assisted content and insights.

## What it's used for

- User Onboarding
- Change Management
- Digital Transformation
- Employee Training
- Feature Adoption
- User Support
- Workflow Optimization
- AI Adoption

## Who it suits

- Enterprise teams adopting complex web, desktop, and mobile software applications.
- Fortune 1000 enterprises and growth companies focused on software adoption and user productivity.
- Organizations with employee-facing or customer-facing applications.

Buyers: Product teams, HR teams, Sales teams, L\&D teams, Change leaders

## How it works

Whatfix prepares users before launch with replicate app environments and AI roleplay, supports them in the flow of work with in-app guidance and AI self help, and analyzes engagement post-launch to launch targeted interventions and optimize adoption.

## Key features

- In-app guidance
- Self Help embedded resource center
- Task Lists
- Smart Tips
- Pop-Ups
- Flows step-by-step walkthroughs
- Guided simulations
- AI roleplay and simulation
- AutoCapture no-code event tracking
- Session Replay
- Real-Time Cohorts
- AI Insights
- In-app surveys
- Content lifecycle management
- Adaptive assessments and training analytics

## What it works with

Salesforce, MS Dynamics, Oracle CX, SAP CX, Workday, SAP, Microsoft, SuccessFactors, ADP, Mixpanel, Amplitude, Segment

## What it says it delivers

The vendor's own words, from its website (quoted data):

> Accelerate workflows and unlock productivity with in-app guidance and support.
>
> Accelerate software adoption, scale faster, and drive transformation.
>
> Control how enterprise software is used at scale.
>
> Reduce support costs while empowering users to self-serve.

## Pricing

- Standard
- Premium
- Enterprise
- Capture \& Insights: Free plan included with any DAP Web \& Desktop plan
- Product Analytics Premium
- Mirror

Free trial: Free trial · You can sign up for a free trial.

## From the Whatfix blog

- [Product-Led Onboarding: 8 Best Practices](https://whatfix.com/solutions/product-managers)
- [How to Provide In-App Support for Users](https://whatfix.com/solutions/self-service-support)

## Use cases on its website

- [User Onboarding](https://whatfix.com/solutions/user-onboarding)
- [Change Management](https://whatfix.com/solutions/change-management)
- [User Support](https://whatfix.com/solutions/self-service-support)
- [Workflow Optimization](https://whatfix.com/solutions/task-optimization)
- [Employee Training](https://whatfix.com/solutions/elearning)

## Customer stories on its website

- [Acorn Recruitment](https://whatfix.com/)
- [Windward Risk Managers](https://whatfix.com/)
- [Sentry](https://whatfix.com/customers)
- [Experian](https://whatfix.com/)

Links to the vendor's own pages. Results aren't repeated here until each one is checked against its page.

## Security and compliance

No security details published

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Check the vendor's own site before relying on a detail. Corrections: directory@successbycs.com. Profile page: https://vendors.successbycs.com/vendors/whatfix