Guidance

Drive User Adoption With Contextual In-App Guidance

The Whatfix Digital Adoption Platform (DAP) drives understanding of customer-facing apps and internal mission-critical enterprise software, all during the flow of work.

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Software Clicks Better With Whatfix DAP

With Whatfix Studio, utilize a no-code content editor to create contextual in-app guidance and help content for your users, enabling them to use applications to their full potential.

In-App Guidance

Guide users through complex applications and processes with in-app Flows, Task Lists, Smart Tips, Pop-Ups, Launchers, and more – enabling end-users to learn in the flow of work wih product-led experiences.

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Self Help

Enable end-users with Self Help, an in-app resource center that integrates with your existing knowledge repositories and support resources, providing contextual answers to user queries at the moment of need.

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Surveys

Collect user feedback with in-app surveys on product experiences, Whatfix-authored in-app guidance, new application features & bugs, NPS, customer sentiment, training experiences, and more.

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Guidance Analytics

Gather engagement and usage data on your in-app content built with Whatfix. See Task List completion rates, Flow dropoffs, Smart Tip views, common Self Help queries, and more.

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Whatfix Is the #1 Digital Adoption Platform

See why Fortune 1000 enterprises and product-led companies choose Whatfix as their digital adoption partner.

No-code content editor

Empower your content creators to create on-brand in-app assistance and support experiences tailored to enhance user engagement with Whatfix Studio, a no-code editor.

AI-powered DAP

Integrating generative AI into its digital adoption platform, Whatfix offers content authoring assistance, information synthesizing, performing in-app tasks based on user input, and more.

Auto translation

Localize your Whatfix content across 80+ languages to provide contextual assistance to your global user base without third-party tools or manual translation efforts.

Customer-centric approach

Drive business outcomes with our dedicated onboarding, post-deployment content author training, 24/5 support, our customer community and Center of Excellence.

Smart Context

Automatically deliver contextual in-app guidance, assistance, and resources to end-users depending on where they’re at an application, the business process they’re completing, their role, and more.

Multi-format content exporting

Export your Whatfix content as videos, slide decks, how-to articles, and PDFs to scale training content creation. Repurpose Whatfix content or embed it into your knowledge base articles, LMS, release notes, and more.

Drive Adoption on Web, Desktop, and Mobile Apps

Whatfix DAP empowers users to unlock their true potential and drive business outcomes across all technology and software experiences, including desktop, mobile, and web apps – as well as customer-facing applications and internal enterprise software.

Whatfix DAP for Desktop

Whatfix supports DAP implementation on desktop applications, supporting unique technology requirements to enable transformation in any sector, on any technology.

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Whatfix DAP for Mobile

Whatfix for Mobile enables organizations to create in-app mobile experiences, enabling product-led growth for mobile apps and supporting field service employees on tablet and mobile devices.

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“From the beginning, the Whatfix team has been responsive and easy to work with, Resource savings worth about $950,000 can be used now for profit-generating activities from the couple of different deployments that we have done with Whatfix.”

Amy Boldt

Learning Leader
Sentry

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“With a heavily customized Salesforce instance and multi-cultural processes, the flexibility of Whatfix empowers us to get the right training to the right people at the right time!”

Lee Glenn

Senior Specialist, Global CRM Training
Experian

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“Whatfix has helped solve many of our new user onboarding issues, and having Whatfix as a single centralized place for the latest training documentation is a game changer.”

Alan C

Senior Content Developer
AutoZone

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“We have gotten really positive feedback about Whatfix. Team leaders confirm it’s a fantastic opportunity for self-learning because it enables users to search in-application and find answers to their questions quickly.”

Katja Marggraf

Business Owner ERO for GSC+DK
Hays

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“Training was becoming a bottleneck to growth. We have hundreds of hotels worldwide using PurchasePlus – and that number is rising fast. We could no longer host the increasing number of Zoom training calls. It was also putting pressure on our support network to manage the incoming enquiries.”

Drew Nixon

Head of Customer Success
Marketboomer

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“For employees, Whatfix is a part of Salesforce now. They expect to find in-app training and answers. If it wasn’t for Whatfix, there’d be very confused people on my sales team.”