详细内容
Software Clicks faster with Whatfix
In-app guidance. Hands-on simulations. Actionable analytics. One unified platform to drive adoption and maximize ROI powered by ScreenSense, our proprietary AI technology.
Software Clicks with Whatfix
AI Clicks with Whatfix
Marketplace Clicks with Whatfix
ERP Clicks with Whatfix
AI Clicks with Whatfix
CRM Clicks with Whatfix
In-app guidance. Hands-on simulations. Actionable analytics. One unified platform to drive adoption and maximize ROI powered by ScreenSense, our proprietary AI technology.
An Intelligent Layer Across Your Enterprise Apps
Whatfix AI is an intelligent layer that detects workflow context and adapts user experiences across your enterprise applications
Technology
ScreenSense
Products
Mirror
Digital Adoption
Product Analytics
AI Agents
Authoring Agent
Insights Agent
Guidance Agent
ScreenSense is Whatfix's AI technology that understands apps & context like a human, & triggers
in-workflow
guidance.
AI capabilities are integrated across our existing product suite, enabling users where they work.
AI Agents expand adoption coverage with AI-powered content authoring, user guidance, and usage
analysis.
Technology
ScreenSense is Whatfix's AI technology that understands apps & context like a
human, & triggers in-workflow guidance.
Products
AI capabilities are integrated across our existing product suite, enabling users
where they work.
AI Agents
AI Agents expand adoption coverage with AI-powered content authoring, user
guidance, and usage analysis.
Reduce friction and unlock user productivity across the application lifecycle
User Onboarding
Change Management
Feature Adoption
User Support
Workflow Optimization
Enhance onboarding with hands-on experiences, speeding up proficiency and value.
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Improving ramp-up time for new employees
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Facilitating end-user training for new software rollouts.
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Accelerating time-to-value for new customers
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Training users in a risk-free sandbox for hands-on learning.
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Identifying "aha" moments and eliminating new user friction
points
Reduce risks and speed up modernization with a user-focused change management approach.
- Accelerating value realization of modernization projects.
- Alerting users of task and process updates.
- Driving awareness of regulatory and market changes.
- Reducing confusion and user errors during change.
- Training users in a risk-free sandbox before the change.
Accelerate new feature adoption and enable users to realize full value of complex applications
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Driving new feature awareness and discovery with in-app launch campaigns.
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Accelerating adoption of advanced capabilities with guided
training. -
Tracking feature usage and analyzing adoption.
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Collecting feature requests and closing the feedback loop.
Reducing support overhead and empower users with just-in-time support and self-service experiences.
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Eliminating support tickets and user errors with in-app tutorials and workflow guidance.
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Transforming documentation and resolving commonly asked questions with GenAI help centers.
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Analyzing workflow friction to take a proactive problem management and user support
approach. -
Building call center agent confidence with AI scenario training before live system usage.
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Validate support agent readiness for real-world scenarios with interactive, role-based assessments.
Accelerate workflows and unlock user productivity with a data-driven approach to task optimization.
- Eliminating user errors and improving data accuracy.
- Benchmarking end-to-end cycle times of essential tasks to accelerate workflows
- Analyzing workflows and identifying areas of friction.
- Targeting trouble spots with new in-app guidance.
- Conducting user acceptance testing on core tasks in a sandbox
pre-launch.
Whatfix for Workflow Optimization
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User Onboarding
Enhance onboarding with hands-on experiences, speeding up
proficiency and value.
-
Improving ramp-up time for new employees
-
Facilitating end-user training for new software rollouts.
-
Accelerating time-to-value for new customers
-
Training users in a risk-free sandbox for hands-on learning.
-
Identifying "aha" moments and eliminating new user friction points
Change Management
Reduce risks and speed up modernization with a user-focused change
management approach.
- Accelerating value realization of modernization projects.
- Alerting users of task and process updates.
- Driving awareness of regulatory and market changes.
- Reducing confusion and user errors during change.
- Training users in a risk-free sandbox before the change.
Feature Adoption
Accelerate new feature adoption and enable users to realize full
value of complex applications
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Driving awareness of new features with in-app launch campaigns.
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Accelerating adoption of new and complex features with guided
experiences. -
Tracking and analyzing feature usage.
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Collecting user feedback for customer-led product roadmaps.
User Support
Eliminate support overhead and empower users with just-in-time help
and self-service support
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Eliminating support tickets with in-app help and guidance.
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Resolving commonly asked questions with Self Help.
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Analyzing workflow friction to take a proactive support approach.
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Enhancing productivity with on-demand guidance.
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Transforming knowledge management and documentation with in-app
help centers.
Workflow Optimization
Accelerate workflows and unlock user productivity with a data-driven
approach to task optimization.
- Eliminating user errors and improving data accuracy.
- Benchmarking end-to-end cycle times of essential tasks.
- Analyzing workflows and identifying areas of friction.
- Targeting trouble spots with new in-app guidance.
- Conducting user acceptance testing on core tasks in a sandbox
pre-launch.
Whatfix for Workflow Optimization
See how Whatfix accelerates workflows and unlocks user productivity across industries.
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50% Reduction in user support tickets on this online banking\
portal\
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Banking \
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Modernize banking systems, enhance online experiences, and\
reduce friction.\
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50% Reduction in user support tickets on this online banking\
portal 
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60K Administrators, faculty, parents and students onboarded\
with in-app guidance.\
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Education \
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Modernize education for seamless admin, faculty, and student\
experiences.\
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60K Administrators, faculty, parents and students onboarded with\
in-app guidance. 
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88% of financial advisor support queries resolved with in-app help, eliminating a third of all support tickets.\
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Financial Services \
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Accelerate financial platform adoption, reduce risk, adapt to\
changes.\
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88% of financial advisor support queries resolved with in-app help, eliminating a third of all support tickets. 
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11% increase in user engagement for 575,000 residents.\
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Govt. & Public Sector \
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Improve operational efficiency and elevate citizen\
experiences.\
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11% increase in user engagement for 575,000 residents. 
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10x number of providers and therapists onboarded to its clinical e-portal.\
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Healthcare \
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Accelerate EHR workflows, eliminate user error risks, and\
simplify patient care.\
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10x number of providers and therapists onboarded to its clinical e-portal. 
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$950k Saved by improving user productivity and streamlining training.\
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Insurance \
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Speed up claims, enhance portals, and reduce friction.\
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$950k Saved by improving user productivity and streamlining training. 
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350 Support issues eliminated with in-app help, saving 1,300 hours across contract reworking.\
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Life Sciences & Pharma \
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Accelerate time-to-market, simplify GxP compliance, and unlock\
user productivity.\
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350 Support issues eliminated with in-app help, saving 1,300 hours across contract reworking. 
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Don't see your industry?\
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Improve operational efficiency and elevate citizen\
experiences.\
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Speak with Sales\
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11% increase in user engagement for 575,000 residents.
See how the Whatfix Data-Driven DAP can help
Increase user productivity
Reduce support costs
Increase process compliance
Improve feature discovery
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Whatfix Product Suite
Digital Adoption Platform (DAP)Product AnalyticsMirror
Digital Adoption Platform (DAP)Product AnalyticsMirror
Whatfix Digital Adoption Platform
Enable users with AI-powered in-app guidance, proactive user support, and on-demand assistance across web, desktop, and mobile applications.
Empower Users With In-App Guidance 
Guide users through complex applications and processes with in-app Flows, Task Lists, Smart Tips, and Pop-Ups — powered by AI — to make your guidance smarter, faster, and more contextual.
Embed Proactive User Support
Provide on-demand support to users, surfacing contextual answers from your existing knowledge sources using smart search and summarization without leaving an application.
Track Engagement With Guidance Analytics
Gather user engagement and workflow usage data on your in-app content. Analyze task completion, Flow dropoffs, Smart Tip views, common Self Help queries, and more.
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Enable Users With In-App Guidance
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Self Help User Support
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Guidance Analytics
Whatfix Product Analytics
Unleash the full potential of your applications by analyzing engagement and making data-driven decisions that drive user adoption and product growth with our AI-powered insights.
Explore Whatfix Product Analytics
No-Code Event Tracking
Set up custom user events to track without engineering dependencies, empowering application owners for internal applications and product teams for customer-facing apps.
AI-Powered, Actionable Insights
No need for deep analytics expertise. With Whatfix Product Analytics, uncover insights using a simple natural language conversational interface.
Analyze and Engage in One Platform
Capture behavioral insights, analyze them with Funnels and Journeys, and use them to improve product experiences within a single platform.
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No-Code Event Tracking
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AI-Powered, Actionable Insights
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Analyze and Engage in One Platform
Whatfix Mirror
Create interactive sandbox replicas of web applications to enable users with hands-on IT training without risking live software usage.
Train Safely With Sandbox Environments and Simulated Workflows
Easily create interactive, hands-on replicas of any web application, without engineering dependencies. Enable users to practice real workflows in a risk-free environment, reducing costly mistakes and building proficiency faster.
Prepare Teams With AI Roleplay
Simulate real-world interactions and scenarios with AI Roleplay. Users build confidence, refine communication, and improve decision-making before engaging with actual customers in a risk-free setting.
Analyze User Proficiency With Adaptive Assessments
Validate user readiness for real-world scenarios with interactive, role-based assessments. Measure knowledge retention post-training as users demonstrate new competencies and skills in adaptive evaluations tailored to their roles and content.
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Train Safely With Sandbox Environments and Simulated Workflows
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Prepare Teams With AI Roleplay
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Analyze User Proficiency With Adaptive Assessments
Trusted by organizations around the world
\28+
Customers
150+ of Fortune 1000
\1+
Countries represented
Offices in US, UK, Germany, Australia, Singapore and India
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Leader in Forrester New Wave™: Digital Adoption Platforms, Q4 2024\
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Learn More\
3.98%
CSAT score
Customer-First Culture
See why customers love Whatfix
“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
Learn More about Whatfix Customers
“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
Learn More about Whatfix Customers
“With Whatfix, we take a platform-by-platform approach to adoption benchmarks. The in-tool support and ability to quickly create content is a gamechanger.”
Stephanie Dull
Senior Director, Talent Development Strategies & Solutions
Marriott International
Learn More about Whatfix Customers
“We were evaluating other DAP vendors, but the engagement with Whatfix was unreal; we just hit it off. The willingness of the people at Whatfix to come together and make it work was a difference-maker.”
Hein Pieters
Head of Adviser Solutions
Old Mutual
Learn More about Whatfix Customers
“With Whatfix, we’ve completely shifted how onboarding and training works. We now have basic and domain-specific curriculum, Flows tailored to user roles, and embedded support that our teams genuinely appreciate. They often ask, ‘why don’t we have this on all of our digital tools?’”
Alex Cooper
Product Owner
bioMérieux
Learn More about Whatfix Customers
“Before Whatfix, agents had to leave workflows to find help. Now they have everything at their fingertips. It’s about having people self-serve and deal with things themselves—that’s where we’ve seen real change.”
Mariella Gonzalez
Director of Agency Support
Windward Risk Managers
Learn More about Whatfix Customers
Innovation at Whatfix
We are on a mission to create a world where individuals are empowered to freely use and experience the benefits of technology.
Artificial Intelligence\
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Explore limitless possibilities with our AI platform Userization\
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Experience software that adapts to the needs of each user
Software Clicks Better With Whatfix
See why Fortune 1000 enterprises and growth companies choose Whatfix as their digital adoption and user experience partner.
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