Whatfix
Increase user adoption with in‑app guidance

Executive Summary
Whatfix is an AI-powered Digital Adoption Platform (DAP) that enables organizations to accelerate software adoption, streamline employee onboarding, and improve skill proficiency directly within enterprise applications. By delivering interactive step-by-step flows, smart tips, self-help widgets, and real-time guidance over web, mobile, and desktop applications, Whatfix transforms complex software workflows into intuitive user experiences. The platform leverages AI and product analytics to automatically generate application simulations, contextual content, and personalized learning paths. Organizations use Whatfix to reduce training costs, minimize IT support ticket volume, track user engagement, and maximize ROI across core business software investments such as Salesforce, Workday, SAP SuccessFactors, and ServiceNow.
Use Cases
- Onboard faster and increase adoption
- Deflect support tickets and accelerate time-to-resolution
- Standardize task execution
- Measure engagement with in-app guidance
- Automate critical workflows
Features
Visibility
- Guidance Analytics: Measure engagement with in-app guidance.
Support
- Multi-Language Localization: Multi-language support
- In-App Guidance: Standardize task execution with contextual Flows, Smart Tips, Pop-Ups, and Task Lists.
Technical Specifications
- Architecture
- Multi-tenant SaaS platform utilizing browser extension or JavaScript snippet integration backed by cloud analytics infrastructure
- Deployment
- SaaS
Infrastructure
- AWS
AI/ML Stack
- Generative AI
Integrations
- Salesforce
- Workday
- SAP SuccessFactors
- ServiceNow
- Oracle HCM
- Microsoft Dynamics 365
- Zendesk
- Confluence
- SharePoint
Security & Compliance
Certifications: ISO 27001:2022, ISO 42001, ISO 27701, ISO 27017, ISO 27018, CSA STAR, SOC 2, HIPAA
Pricing
- Model
- Flat per-application fee plus user volume licenses
- Target Customer
- Mid-Market,Enterprise
- Free Trial
- Yes
About Whatfix
Provider of an AI-powered digital adoption platform that delivers in-app guidance and analytics to help employees and customers use enterprise software; co-founded in 2014.
Verified sources
Each of these facts was checked against the vendor page linked (2026-10-15).
- Customers: whatfix.com
- Data residency · Data Privacy Frameworks: trust.whatfix.com
- Data residency · GDPR: trust.whatfix.com
- Features · Support: whatfix.com
- Features · Visibility: whatfix.com
- Metrics · Results: whatfix.com
- Process · Ai Engine: whatfix.com
- Security · Certifications: trust.whatfix.com
- Tagline: whatfix.com
- Technical · Deployment: trust.whatfix.com
- Trial · Available: whatfix.com
- Links · About page: whatfix.com
- Links · Security: trust.whatfix.com
- Use Cases: whatfix.com
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