Whatfix

JSON twin: https://www.healthaidb.com/software/whatfix.json

Company Name

Product URL

Company URL

Summary

Whatfix is a digital adoption platform that provides in-app guidance, hands-on simulations, and actionable analytics to enhance user proficiency and maximize ROI across enterprise applications.

Description

Whatfix offers a comprehensive suite of tools designed to accelerate user adoption and streamline workflows within enterprise software. Its platform includes contextual in-app guidance, self-help resources, and product analytics, all powered by its proprietary AI technology, ScreenSense. These features aim to reduce training time, minimize errors, and improve overall user experience, thereby driving better business outcomes. Additionally, Whatfix's 'Mirror' product creates interactive replicas of web applications for immersive training and product demonstrations without the risks associated with live system engagement.

Api Available

yes

Certifications

SOC 2 Type II
ISO 27001
ISO 27701
ISO 27017
ISO 27018
CSA STAR
TISAX
Cyber Essentials Certified Plus

Company Founding

2013

Company Offices

Compliance

HIPAA
GDPR
SOC 2 Type II
ISO 27001
ISO 27701
ISO 27017
ISO 27018
CSA STAR
TISAX
Cyber Essentials
UK/EU/Swiss–U.S. Data Privacy Framework

Customers

GEODIS
Verizon
Dairy Farmers of America

Data Residency

Customers can choose hosting in EU or USA data centers (EU and US regions)

Data Standards

FHIR
HL7 v2
DICOM
SNOMED
ICD-10

Deployment Model

SaaS
on_prem
hybrid

Features

In-app guidance (Flows, Task Lists, Smart Tips, Pop-ups, Launchers)
No-code content editor (Whatfix Studio)
Self-help / in-app Resource Center
Guidance / usage analytics (Flow dropoffs, completion rates)
Surveys & NPS collection in-app
Content export (video, slide deck, how-to articles, PDF)
Auto-translation / localization (80+ languages)
AI-assisted content authoring and in-app assistance
Desktop companion (DAP on OS) for OS-level alerts and support
Mobile SDK for in-app mobile guidance
Mirror (sandbox environment for hands-on training)
Product analytics / user journey tracking
Smart Context delivery (role/process aware guidance)
Integration Hub / connectors to external knowledge repositories
Vulnerability disclosure program and third-party pen testing
Role-based access control

Id

SW2494

Integrations

Salesforce
ServiceNow
Workday
Oracle
SAP
Microsoft Dynamics / Power Platform
Microsoft Azure / Office 365
Zendesk
Jira
Google Workspace
Slack
Cornerstone
LMS platforms (SCORM/LTI)
SSO providers (Okta, Azure AD)
Snowflake
Tableau
Power BI

Languages Supported

English
Spanish
French
German
Italian
Portuguese
Dutch
Russian
Chinese
Japanese
Korean
Arabic
Hindi
Bengali
Punjabi
Gujarati
Tamil
Telugu
Marathi
Malayalam

Last Updated

2025-10-11

License

commercial

Market Segment

enterprise
smb

Optional Modules

Mirror (sandbox environments)
Product Analytics (advanced analytics)
DAP on OS (desktop companion)
Mobile SDK (iOS/Android)
Whatfix AI (generative AI features)
Center of Excellence services
Whatfix University / training services
Content export pack

Os Platforms

Web
iOS
Android
Windows
macOS
Linux

Pricing Details

Contact vendor for detailed pricing information.

Pricing Model

subscription

Privacy Features

Data Processing Agreement / Standard Contractual Clauses (EU GDPR)
BAA available for covered customers (HIPAA support)
Data minimization and anonymization options
Customer selectable PII capture (customers can choose not to send PII)
Data retention controls (retention policy & deletion on request)
Data localization options

Product Code

SW2494

Product Name

Whatfix

Ratings

4.6/5 (G2)

Regions Available

Related Urls

https://elion.health/products/whatfix

Release Year

2013

Security Features

Encryption in transit and at rest (SSL/TLS)
Role-based access control (RBAC)
Anonymization / minimal data collection
Audit logging and monitoring
SSO / SAML support
Vulnerability disclosure program
Third-party penetration testing

Specialties

Support Channels

email
phone
chat
ticketing
community
24x7

System Requirements

iOS >= 11 (mobile SDK); Android API level >= 21 (mobile SDK); modern web browsers for Web DAP; desktop installers supported for Windows/macOS

Target Users

clinicians
nurses
patients
admins
payroll managers
HR personnel
IT staff
compliance officers
trainers
support staff

Training Options

documentation
webinars
live_online
onsite
certification

Type

product

User Reviews

Whatfix aligns with the system used across various personas in a company which leads to a synchronized approach towards digital adoption. This also helps in empowering Users with self-paced understanding and encourage them to explore more. Whatfix lets user have hands-on learning which is difficult in manual training sessions over zooms or teams. Customer Support is amazingly responsive to resolve issues. The ease of implementing customizable solutions or flows as per the business process is quite helpful, since it broadens the scope of use cases could be implemented with Whatfix.
Whatfix is highly versatile and flexible, empowering us to build very bespoke content for our user communities and internal teams. The support team and engineering teams are outstanding - responsive, helpful and nothing is ever too much trouble. Literally, second-to-none! Ability to automate/semi-automate Guided walkthroughs (Flows). Whatfix is a vendor that listens to their client, understands their business challenges, and works with them to achieve their goals. Quarterly product release often bring significant functionality and feature improvements, so the product is always getting better. Whatfix always welcomes, and takes action on client feedback which helps to drive the product roadmap. As one of their most prolific client-side innovators of new ideas and features, this is really important as it helps shape the product to be able to do the things I need it to. Product Analytics provides us with the ability to understand user behaviour better than ever before, meaning we can make data-driven decisions, as opposed to 'best guess' implementation of self-help and guidance.
Whatfix is a great product to help with a variety of issues. The Whatfix team has leaned in and partnered with us to ensure we are getting the most out of the product. The product is easy to use and offers us way to improve our employee experience.
The team we work with is fantastic and always provides timely assistance whenever we need it. They guided us step by step to help us learn how to use the many features available for the benefit of our company. The support and customer success teams are always there for us, collaborating with us on our KPIs. We are very happy that we chose to work with Whatfix. It is very easy to learn and implement yourself.
Whatfix is an amazing company to partner with and stands out across our company as a vendor that is a true partner who is always at our side for support, to improve, to ideate with, and is trusted to work with us for the greater good of our company and our success. They are constantly evolving their product for performance and value. Whatfix cares to take feedback and work actionably on it, even the slightest improvement is considered and applied. I am not sure I have ever worked with a vendor that not only expresses concern for our product needs and results, but efficiently...very efficiently, works to quickly resolve technical issues and ensure our needs are met. It is possible, as we do, to have a very connected and successful working relationship with everyone at Whatfix.

Version

1.0

Alternatives

See related products

Canonical JSON

{
  "product_name": "Whatfix",
  "company_name": "Whatfix",
  "product_url": "https://whatfix.com",
  "company_url": "https://whatfix.com",
  "related_urls": [
    "https://elion.health/products/whatfix"
  ],
  "product_code": "SW2494",
  "summary": "Whatfix is a digital adoption platform that provides in-app guidance, hands-on simulations, and actionable analytics to enhance user proficiency and maximize ROI across enterprise applications.",
  "description": "Whatfix offers a comprehensive suite of tools designed to accelerate user adoption and streamline workflows within enterprise software. Its platform includes contextual in-app guidance, self-help resources, and product analytics, all powered by its proprietary AI technology, ScreenSense. These features aim to reduce training time, minimize errors, and improve overall user experience, thereby driving better business outcomes. Additionally, Whatfix's 'Mirror' product creates interactive replicas of web applications for immersive training and product demonstrations without the risks associated with live system engagement.",
  "categories": [
    "administrative Operations",
    "patient Facing",
    "clinical Care",
    "diagnostic Support",
    "clinical Workflow Optimization",
    "patient Engagement",
    "organizational Development",
    "patient Support Services",
    "health Data Analytics",
    "Administrative",
    "Patient-facing",
    "Clinical",
    "Diagnostic",
    "Workflow Optimization",
    "User Onboarding",
    "Change Management",
    "Feature Adoption",
    "User Support",
    "Product Analytics"
  ],
  "market_segment": [
    "enterprise",
    "smb"
  ],
  "target_users": [
    "clinicians",
    "nurses",
    "patients",
    "admins",
    "payroll managers",
    "HR personnel",
    "IT staff",
    "compliance officers",
    "trainers",
    "support staff"
  ],
  "specialties": [
    "Healthcare Software Adoption",
    "Clinical Workflow Optimization",
    "Patient Portal Onboarding",
    "Ehr Training",
    "Regulatory Compliance Training",
    "Pharma Software Adoption",
    "Hcm Software Adoption",
    "Ai-powered Training Solutions",
    "Enterprise Software Training",
    "User Support Solutions"
  ],
  "regions_available": [
    "United States",
    "India",
    "Europe",
    "Asia",
    "Australia",
    "Canada",
    "United Kingdom",
    "Germany",
    "France",
    "Japan",
    "South Korea",
    "Brazil",
    "Mexico",
    "South Africa",
    "Middle East",
    "Southeast Asia",
    "New Zealand",
    "Russia",
    "China",
    "Argentina"
  ],
  "languages_supported": [
    "English",
    "Spanish",
    "French",
    "German",
    "Italian",
    "Portuguese",
    "Dutch",
    "Russian",
    "Chinese",
    "Japanese",
    "Korean",
    "Arabic",
    "Hindi",
    "Bengali",
    "Punjabi",
    "Gujarati",
    "Tamil",
    "Telugu",
    "Marathi",
    "Malayalam"
  ],
  "pricing_model": "subscription",
  "pricing_details": "Contact vendor for detailed pricing information.",
  "license": "commercial",
  "company_offices": [
    "United States",
    "India",
    "United Kingdom",
    "Germany",
    "France",
    "Australia",
    "Canada",
    "Singapore",
    "Japan",
    "South Korea"
  ],
  "company_founding": "2013",
  "deployment_model": [
    "SaaS",
    "on_prem",
    "hybrid"
  ],
  "os_platforms": [
    "Web",
    "iOS",
    "Android",
    "Windows",
    "macOS",
    "Linux"
  ],
  "features": [
    "In-app guidance (Flows, Task Lists, Smart Tips, Pop-ups, Launchers)",
    "No-code content editor (Whatfix Studio)",
    "Self-help / in-app Resource Center",
    "Guidance / usage analytics (Flow dropoffs, completion rates)",
    "Surveys & NPS collection in-app",
    "Content export (video, slide deck, how-to articles, PDF)",
    "Auto-translation / localization (80+ languages)",
    "AI-assisted content authoring and in-app assistance",
    "Desktop companion (DAP on OS) for OS-level alerts and support",
    "Mobile SDK for in-app mobile guidance",
    "Mirror (sandbox environment for hands-on training)",
    "Product analytics / user journey tracking",
    "Smart Context delivery (role/process aware guidance)",
    "Integration Hub / connectors to external knowledge repositories",
    "Vulnerability disclosure program and third-party pen testing",
    "Role-based access control"
  ],
  "optional_modules": [
    "Mirror (sandbox environments)",
    "Product Analytics (advanced analytics)",
    "DAP on OS (desktop companion)",
    "Mobile SDK (iOS/Android)",
    "Whatfix AI (generative AI features)",
    "Center of Excellence services",
    "Whatfix University / training services",
    "Content export pack"
  ],
  "integrations": [
    "Salesforce",
    "ServiceNow",
    "Workday",
    "Oracle",
    "SAP",
    "Microsoft Dynamics / Power Platform",
    "Microsoft Azure / Office 365",
    "Zendesk",
    "Jira",
    "Google Workspace",
    "Slack",
    "Cornerstone",
    "LMS platforms (SCORM/LTI)",
    "SSO providers (Okta, Azure AD)",
    "Snowflake",
    "Tableau",
    "Power BI"
  ],
  "data_standards": [
    "FHIR",
    "HL7 v2",
    "DICOM",
    "SNOMED",
    "ICD-10"
  ],
  "api_available": "yes",
  "system_requirements": "iOS >= 11 (mobile SDK); Android API level >= 21 (mobile SDK); modern web browsers for Web DAP; desktop installers supported for Windows/macOS",
  "compliance": [
    "HIPAA",
    "GDPR",
    "SOC 2 Type II",
    "ISO 27001",
    "ISO 27701",
    "ISO 27017",
    "ISO 27018",
    "CSA STAR",
    "TISAX",
    "Cyber Essentials",
    "UK/EU/Swiss–U.S. Data Privacy Framework"
  ],
  "certifications": [
    "SOC 2 Type II",
    "ISO 27001",
    "ISO 27701",
    "ISO 27017",
    "ISO 27018",
    "CSA STAR",
    "TISAX",
    "Cyber Essentials Certified Plus"
  ],
  "security_features": [
    "Encryption in transit and at rest (SSL/TLS)",
    "Role-based access control (RBAC)",
    "Anonymization / minimal data collection",
    "Audit logging and monitoring",
    "SSO / SAML support",
    "Vulnerability disclosure program",
    "Third-party penetration testing"
  ],
  "privacy_features": [
    "Data Processing Agreement / Standard Contractual Clauses (EU GDPR)",
    "BAA available for covered customers (HIPAA support)",
    "Data minimization and anonymization options",
    "Customer selectable PII capture (customers can choose not to send PII)",
    "Data retention controls (retention policy & deletion on request)",
    "Data localization options"
  ],
  "data_residency": "Customers can choose hosting in EU or USA data centers (EU and US regions)",
  "customers": [
    "GEODIS",
    "Verizon",
    "Dairy Farmers of America"
  ],
  "user_reviews": [
    "Whatfix aligns with the system used across various personas in a company which leads to a synchronized approach towards digital adoption. This also helps in empowering Users with self-paced understanding and encourage them to explore more. Whatfix lets user have hands-on learning which is difficult in manual training sessions over zooms or teams. Customer Support is amazingly responsive to resolve issues. The ease of implementing customizable solutions or flows as per the business process is quite helpful, since it broadens the scope of use cases could be implemented with Whatfix.",
    "Whatfix is highly versatile and flexible, empowering us to build very bespoke content for our user communities and internal teams. The support team and engineering teams are outstanding - responsive, helpful and nothing is ever too much trouble. Literally, second-to-none! Ability to automate/semi-automate Guided walkthroughs (Flows). Whatfix is a vendor that listens to their client, understands their business challenges, and works with them to achieve their goals. Quarterly product release often bring significant functionality and feature improvements, so the product is always getting better. Whatfix always welcomes, and takes action on client feedback which helps to drive the product roadmap. As one of their most prolific client-side innovators of new ideas and features, this is really important as it helps shape the product to be able to do the things I need it to. Product Analytics provides us with the ability to understand user behaviour better than ever before, meaning we can make data-driven decisions, as opposed to 'best guess' implementation of self-help and guidance.",
    "Whatfix is a great product to help with a variety of issues. The Whatfix team has leaned in and partnered with us to ensure we are getting the most out of the product. The product is easy to use and offers us way to improve our employee experience.",
    "The team we work with is fantastic and always provides timely assistance whenever we need it. They guided us step by step to help us learn how to use the many features available for the benefit of our company. The support and customer success teams are always there for us, collaborating with us on our KPIs. We are very happy that we chose to work with Whatfix. It is very easy to learn and implement yourself.",
    "Whatfix is an amazing company to partner with and stands out across our company as a vendor that is a true partner who is always at our side for support, to improve, to ideate with, and is trusted to work with us for the greater good of our company and our success. They are constantly evolving their product for performance and value. Whatfix cares to take feedback and work actionably on it, even the slightest improvement is considered and applied. I am not sure I have ever worked with a vendor that not only expresses concern for our product needs and results, but efficiently...very efficiently, works to quickly resolve technical issues and ensure our needs are met. It is possible, as we do, to have a very connected and successful working relationship with everyone at Whatfix."
  ],
  "ratings": [
    "4.6/5 (G2)"
  ],
  "support_channels": [
    "email",
    "phone",
    "chat",
    "ticketing",
    "community",
    "24x7"
  ],
  "training_options": [
    "documentation",
    "webinars",
    "live_online",
    "onsite",
    "certification"
  ],
  "release_year": "2013",
  "integration_partners": [
    "Salesforce",
    "ServiceNow",
    "Workday",
    "SAP SuccessFactors",
    "Oracle HCM Cloud",
    "Microsoft Dynamics 365",
    "Zendesk",
    "Freshdesk",
    "Jira",
    "Confluence",
    "Slack",
    "Microsoft Teams",
    "Google Workspace",
    "Okta",
    "ADP Workforce Now",
    "Cornerstone OnDemand",
    "SuccessFactors Learning",
    "ServiceNow HR Service Delivery",
    "Workday Learning"
  ],
  "id": "SW2494",
  "slug": "whatfix",
  "type": "product",
  "version": "1.0",
  "last_updated": "2025-10-11",
  "links_json": {
    "self": "https://www.healthaidb.com/software/whatfix.json"
  }
}

Whatfix

Company Name

Product URL

Company URL

Categories

Summary

Description

Api Available

Certifications

Company Founding

Company Offices

Compliance

Customers

Data Residency

Data Standards

Deployment Model

Features

Id

Integration Partners

Integrations

Languages Supported

Last Updated

License

Market Segment

Optional Modules

Os Platforms

Pricing Details

Pricing Model

Privacy Features

Product Code

Product Name

Ratings

Regions Available

Related Urls

Release Year

Security Features

Specialties

Support Channels

System Requirements

Target Users

Training Options

Type

User Reviews

Version

Alternatives

Canonical JSON