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Whatfix

whatfix.com

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Spec score 8.3 #6 of 29 in Digital Adoption Platforms

What it is

Whatfix is an enterprise digital adoption platform for guiding people through software and tracking application adoption. Its in-app guidance includes Self Help, task lists, Smart Tips, step-by-step Flows, Beacons, Pop-Ups, and Launchers. Product Analytics can track user actions and adoption; its Standard plan is included free with a DAP Web & Desktop plan. Whatfix Mobile supports native, React Native, Xamarin, Cordova, Flutter, and Ionic apps on Android and iOS. The platform also lists desktop and virtual desktop support, including Citrix and Azure Virtual Desktop. Integrations include Salesforce, ServiceNow, Confluence, Workday, Microsoft Azure, Amplitude, and Power BI. Deployment can be cloud or self-hosted, although some Standard and Premium features may not be available in self-hosted deployments. Listed security controls include SSO, IP whitelisting, audit logs, and data residency selection. Subscription charges combine a product and plan fee with user-license fees based on employee counts or customer-facing monthly active users. Most plan prices are available on request.

Spec sheet

What it does
Whatfix combines in-app guidance, simulated training and adoption analytics in one enterprise digital-adoption platform.Read 15 Oct 2026 · linkedin.com
API
The public API is REST-based, exposes resources through URLs and uses dashboard-generated tokens with x-whatfix-integration-key authentication.Read 15 Oct 2026 · developer.whatfix.com
Integrations
Published integrations include Salesforce, Salesforce Survey, SAP SuccessFactors, ServiceNow, SurveyMonkey and Workday.Read 15 Oct 2026 · whatfix.com
Support
Standard customer support is available 24 hours a day, Monday through Friday, and plans list a named Customer Success Manager and content author training.Read 30 Sep 2026 · whatfix.com
Headquarters
Bengaluru, IndiaRead 23 Sep 2026 · whatfix.com
Founded
2014Read 23 Sep 2026 · whatfix.com
AI capabilities
Whatfix documents AI features for authoring, content summaries, behavioral insights, recommendations and roleplay training.Read 15 Oct 2026 · whatfix.com
Analytics
Product Analytics can track user actions and application adoption, and its Standard plan is included free with a DAP Web & Desktop plan.Read 30 Sep 2026 · whatfix.com
Chrome extension scale
Whatfix Studio lists 10,000 users and supports creating walkthroughs, simulations, roleplay scenarios, Smart Tips, task lists and Pop-Ups.Read 15 Oct 2026 · chromewebstore.google.com
Company headquarters and founding
LinkedIn lists headquarters in San Jose, California and a 2013 founding year.Read 15 Oct 2026 · linkedin.com
Company legal name
The Apple App Store identifies the developer as Whatfix Private Limited.Read 15 Oct 2026 · apps.apple.com
Company origin
Whatfix says it was co-founded by Khadim Batti and Vara Kumar in 2014.Read 30 Sep 2026 · whatfix.com
Company size
LinkedIn lists Whatfix as a privately held software-development company with 501–1,000 employees.Read 15 Oct 2026 · linkedin.com
Cross-platform overlay
Whatfix says it can overlay web, desktop, mobile and Citrix or other VDI applications, including custom applications.Read 15 Oct 2026 · whatfix.com
DAP guidance
Its DAP provides Self Help, task lists, Smart Tips, step-by-step Flows, Beacons, Pop-Ups and launchers.Read 15 Oct 2026 · whatfix.com
Deployment limitation
Whatfix warns that some Standard and Premium features may be unavailable in self-hosted deployments.Read 15 Oct 2026 · whatfix.com
Desktop and virtual environments
Whatfix lists desktop application support and virtual desktop support for environments including Citrix and Azure Virtual Desktop.Read 30 Sep 2026 · whatfix.com
Developer documentation
The support developer guide describes the API as covering operations available in the Whatfix web client and links to an API reference.Read 15 Oct 2026 · support.whatfix.com
Documentation scope
The support portal is organized into DAP Web, Desktop, Mobile and OS documentation plus Product Analytics, Mirror and AI-agent sections.Read 15 Oct 2026 · support.whatfix.com
Encryption
Whatfix states that data is encrypted in transit with TLS 1.2 or higher and at rest with AES-256 or equivalent.Read 15 Oct 2026 · whatfix.com
Free trial
Whatfix says users can sign up for a free trial; the pricing page does not state its duration.Read 30 Sep 2026 · whatfix.com
Google Play availability
Whatfix publishes a Banking Demo app on Google Play with 100+ downloads; the listing does not display a star rating.Read 15 Oct 2026 · play.google.com
In-app guidance
Its guidance includes Self Help, task lists, Smart Tips, step-by-step Flows, Beacons, Pop-Ups, and Launchers.Read 30 Sep 2026 · whatfix.com
Licence
Whatfix is proprietary commercial software governed by its EULA; the EULA prohibits reverse engineering, decompiling and disassembly.Read 15 Oct 2026 · legal.whatfix.com
Limit: G2 users
G2’s review summary says initial setup can be complex and requires continuing maintenance.Read 15 Oct 2026 · g2.com
Limit: Software Advice reviewers
Reported drawbacks include high pricing, difficult configuration, limited analytics in an older review and challenges supporting large web applications.Read 15 Oct 2026 · softwareadvice.com
Limit: TrustRadius reviewers
Reviewers report that out-of-the-box configurations lack standard fixes and that Self Help can feel unstable.Read 15 Oct 2026 · trustradius.com
Mirror simulations
Whatfix Mirror creates interactive replicas of web applications for risk-free simulation training.Read 15 Oct 2026 · support.whatfix.com
Mobile SDK
The Mobile SDK supports Android, iOS, React Native, Xamarin, Cordova and Ionic when the customer has mobile-app source code.Read 15 Oct 2026 · whatfix.com
Mobile support
Whatfix Mobile supports native, React Native, Xamarin, Cordova, Flutter, and Ionic apps on Android and iOS.Read 30 Sep 2026 · support.whatfix.com
Notable news: CEO
Whatfix announced on September 8, 2026 that co-founder Vara Kumar became chief executive officer.Read 15 Oct 2026 · whatfix.com
Notable news: customer deployment
Whatfix’s press archive lists an October 7, 2026 announcement that LKQ Europe deployed Whatfix across 13 European countries.Read 15 Oct 2026 · whatfix.com
Praise: G2 users
G2’s review summary says users repeatedly praise intuitive in-app guidance, customer support and no-code interactive content creation.Read 15 Oct 2026 · g2.com
Praise: Software Advice reviewers
Reviewers repeatedly describe the interface as intuitive, support as excellent and the platform as effective for step-by-step onboarding.Read 15 Oct 2026 · softwareadvice.com
Praise: TrustRadius reviewers
TrustRadius summarizes repeated praise for responsive support and engineering, frequent quarterly enhancements and straightforward pricing.Read 15 Oct 2026 · trustradius.com
Pricing basis
Subscription pricing combines a flat product and plan fee with user license fees based on employee user counts or customer-facing monthly active users.Read 30 Sep 2026 · whatfix.com
Privacy compliance
The security policy says Whatfix maintains GDPR and CCPA compliance and hosts customer data on Microsoft Azure regions in the United States and Europe.Read 15 Oct 2026 · whatfix.com
Product Analytics
Product Analytics captures behavioral events such as feature use, workflow completion, drop-offs and time spent, with session replay and AI insights.Read 15 Oct 2026 · whatfix.com
Rating on Apple App Store
No rating overview because the app has not received enough ratings or reviewsRead 15 Oct 2026 · apps.apple.com
Rating on Capterra-derived Software Advice listing
4.6 out of 5 from 77 reviewsRead 15 Oct 2026 · softwareadvice.com
Rating on Chrome Web Store
4.7 out of 5 from 21 ratingsRead 15 Oct 2026 · chromewebstore.google.com
Rating on G2
4.5 out of 5 from 559 reviewsRead 15 Oct 2026 · g2.com
Rating on Gartner Peer Insights
4.5 out of 5 from 256 reviewsRead 15 Oct 2026 · gartner.com
Rating on GetApp
4.6 out of 5 from 77 reviewsRead 15 Oct 2026 · getapp.com
Rating on TrustRadius
9.9 out of 10 from 41 reviewsRead 15 Oct 2026 · trustradius.com
Security certifications
Whatfix states that it is certified to ISO 27001:2022, ISO 27701:2019, ISO 27017:2015, ISO 27018:2019 and CSA STAR, with SOC 2 Type 2 attestations.Read 15 Oct 2026 · whatfix.com
Security controls
Pricing page features include SSO, IP whitelisting, audit logs, and data residency selection.Read 30 Sep 2026 · whatfix.com
Self-hosting
Export mode allows Whatfix Flows to be self-hosted so data does not leave the customer’s servers or premises.Read 15 Oct 2026 · support.whatfix.com
Windows installation
The security overview describes separate Whatfix Desktop MSI packages for user installation, administrator mass deployment and virtual-desktop deployment.Read 15 Oct 2026 · whatfix.com

Plans and prices

Product Analytics Standard Free included with any DAP Web & Desktop plan standard product analytics Read 15 Oct 2026 · whatfix.com
DAP Mobile Standard Priced on request Employee- or customer-facing apps; get a demo for pricing Read 30 Sep 2026 · whatfix.com
DAP Web & Desktop Enterprise Priced on request Multi-app plans for employee- or customer-facing apps; talk to sales for pricing Read 30 Sep 2026 · whatfix.com
DAP Web & Desktop Premium Priced on request Employee- or customer-facing apps; cloud or self-hosted deployment; get a demo for pricing Read 30 Sep 2026 · whatfix.com
DAP Web & Desktop Standard Priced on request Employee- or customer-facing apps; integrations limited to 2; get a demo for pricing Read 30 Sep 2026 · whatfix.com
Enterprise Priced on request flat fee plus user-license fees multi-app or unlimited DAP implementations · employee or customer-facing applications Read 15 Oct 2026 · whatfix.com
Premium Priced on request flat fee plus user-license fees employee or customer-facing applications · all listed DAP features · cloud or self-hosted deployment Read 15 Oct 2026 · whatfix.com
Standard Priced on request flat fee plus user-license fees employee or customer-facing applications · cloud or self-hosted deployment · Standard integrations limited to 2 Read 15 Oct 2026 · whatfix.com

Every Whatfix plan and price →

Strong points and limits

Strong points

  • Guidance includes Flows, task lists, and Smart Tips.
  • Product Analytics tracks user actions and adoption.
  • Supports Android and iOS mobile app frameworks.
  • Offers cloud and self-hosted deployment options.
  • Listed controls include SSO and audit logs.

Limits

  • Most plan prices are available on request.
  • Some features may be unavailable when self-hosted.
  • Standard analytics is free only with DAP Web & Desktop.
  • Subscription includes user-license fees.

Who it suits

Whatfix suits organizations that need in-app guidance and adoption analytics across web, desktop, mobile, or virtual environments. Teams considering self-hosting should check which Standard and Premium features are available in that deployment.

Whatfix in depth

Read the full write-up

Overview

Whatfix is an enterprise digital adoption platform for organizations guiding employees or customers through software. It best suits teams that need in-product help across several environments, with adoption analytics and deployment flexibility. Its breadth is compelling, but custom pricing and possible self-hosted feature gaps make fit and cost important to settle before choosing it.

Key features

Guidance and onboarding

Whatfix offers Self Help, task lists, Smart Tips, Beacons, Pop-Ups, Launchers, and step-by-step Flows. Product tours, walkthroughs, and onboarding checklists extend that toolkit from answering questions to orienting users and structuring their next steps. A no-code builder and localization support content creation for different workflows and audiences. This range suits teams that need more than a single tour format; it may be more platform than necessary for a narrowly scoped onboarding need.

Adoption analytics

Product Analytics tracks user actions and application adoption, giving teams a way to assess whether software is being used. Its Standard plan costs nothing, but is exclusively available with any DAP Web & Desktop plan, so it is an included companion rather than a standalone free analytics option.

Integrations and controls

The integrations directory includes Salesforce, ServiceNow, Confluence, Workday, Microsoft Azure, Amplitude, and Power BI. Pricing-page features include SSO, IP whitelisting, audit logs, and data-residency selection—useful controls for organizations evaluating access and data-handling requirements. Standard customer support is available 24 hours a day, Monday through Friday; plans also list a named Customer Success Manager and content-author training.

Pricing

Whatfix is paid, with pricing on request. Subscription pricing combines a flat fee for the product and plan with user-license fees based on employee counts or customer-facing monthly active users. That structure makes audience type and scale central to a quote, rather than offering a simple public per-seat comparison.

Product Analytics Standard: free, exclusively with any DAP Web & Desktop plan. It adds analytics without a separate listed charge, but does not stand alone.

DAP Web & Desktop Standard: custom pricing for employee- or customer-facing apps, with integrations limited to 2. It may fit a narrower deployment, but the integration cap matters if the workflow depends on several connected systems.

DAP Web & Desktop Premium: custom pricing for employee- or customer-facing apps, with cloud or self-hosted deployment. Self-hosting adds deployment choice, though some Standard and Premium features may not be available in self-hosted environments.

DAP Web & Desktop Enterprise: custom pricing for multi-app employee- or customer-facing plans, suited to organizations adopting across multiple applications.

DAP Mobile Standard: custom pricing for employee- or customer-facing apps. It is the mobile-specific listed option, while platform support spans several mobile frameworks.

A free plan and free trial are available, but no trial length or free-plan cap is given. Confirm eligibility, user counts, the applicable quote, and which features remain available in a self-hosted deployment before committing.

Platforms

Whatfix spans web, browser extension, Windows and macOS, Android and iOS, API, and self-hosted environments. It supports desktop applications and virtual desktop setups including Citrix and Azure Virtual Desktop. Whatfix Mobile supports native, React Native, Xamarin, Cordova, Flutter, and Ionic apps on Android and iOS. This breadth suits organizations with a mixed software estate; teams seeking only a single web-app guide may not need it.

Who it's for

Whatfix is a strong fit for organizations rolling out employee or customer-facing software across multiple applications or device types, especially when in-product guidance, adoption measurement, integrations, and deployment choice need to sit together. Teams with a strict budget or a need to compare transparent public prices should look elsewhere or obtain a quote early. Its Bengaluru headquarters and 2014 founding place it among established digital-adoption vendors, but selection should turn on the deployment and pricing fit.

Pros and cons

Pro: Multiple guidance formats, tours, walkthroughs, and checklists cover both task support and onboarding.

Pro: Mobile frameworks, desktop apps, and virtual desktops broaden its reach beyond standard web software.

Pro: Product Analytics Standard is included free with a DAP Web & Desktop plan, connecting guidance with adoption tracking.

Con: Web & Desktop Standard limits integrations to 2, which may constrain teams connecting several systems.

Con: Custom pricing combines product-plan fees with audience-based user licenses, so cost depends on the deployment and user counts.

Con: Some Standard and Premium features may be unavailable when self-hosted, tempering the appeal of that deployment option.

Alternatives

Compare other Digital Adoption Platforms, Customer Self-Service Software, and Product Adoption Software if the category or use case is not yet settled.

Stonly is worth comparing for teams that can work within its Basic plan's 400 guide views per month, 5 published guides, 1 language, 100 steps per guide, and 1 team member; it also has a free plan and free trial.

Nexthink Adopt is another paid option with web, mobile, desktop, and extension platforms; an additional license may be required depending on the licensing model.

Candu offers a free plan at free with overlays only, 3 live experiences, and unlimited user licenses. It may suit teams whose needs fit that narrower scope.

Appcues has no free plan and offers a trial; its Start plan lists up to 3,000 MAUs, 10 published experiences, and 12 months of reporting history.

Userpilot starts with a paid Starter plan at $299 a month, billed /mo, for up to 2,000 MAU, 10 segments, 3 seats, and 1-year data retention.

WalkMe is another paid option spanning web, mobile, desktop, extension, and self-hosted platforms; its customer DAP plan requires a quote.

Cornerstone Learning is a paid alternative with quote-based pricing that varies by organizational needs and size.

Toonimo is another paid option, with no free plan or trial and an Enterprise plan offered at custom pricing.

Verdict

Choose Whatfix if your organization needs configurable in-app guidance across web, mobile, desktop, or virtual environments and wants adoption analytics alongside it. Its breadth and deployment options are the main reasons to choose it; custom pricing and self-hosted feature caveats are the reasons to look elsewhere unless the quote and exact feature set fit your requirements.

Verdict

Whatfix combines in-app guidance with analytics and broad deployment options. Plan pricing depends on product, plan, and user counts, so confirm the applicable quote and self-hosted feature set.

Where Specifiction places it

Alternatives to WhatfixAll alternatives →