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Whatfix logo

Whatfix

In-application guidance and walkthroughs layered over enterprise software you did not build

As of 31 August 2026, Whatfix's pricing is not published; the vendor quotes on request. Overlays step-by-step guidance onto applications such as SAP, Salesforce and Workday so employees learn in the tool rather than in a training course. Softwr lists it under LMS. Whatfix is available on Web, Windows, macOS, iOS.

Overview

What Whatfix does

Whatfix is a digital adoption platform. It injects an overlay into a web application and shows contextual walkthroughs, tooltips, task lists and self-help menus on top of the existing interface, without any change to the underlying application. Content is authored by recording a workflow in the browser, and analytics show where users abandon a process. The company also ships Mirror, a simulated sandbox of an application for hands-on practice, and Product Analytics for behaviour tracking. The distinguishing thing is enterprise application coverage. Whatfix invests heavily in working reliably over the messy, iframe-heavy, frequently changing interfaces of SAP, Oracle, Workday, Salesforce and ServiceNow, including desktop and mobile applications, not just clean modern web apps. That is unglamorous engineering and it is why Whatfix appears on ERP rollout budgets rather than only on product-led growth budgets. Bangalore-based with a large US presence, it competes directly with WalkMe, which SAP acquired in 2024, a fact that has pushed some non-SAP buyers towards Whatfix as the remaining independent option. Buyers are enterprise change and IT teams running a system implementation where user adoption is the delivery risk. The trade-off is maintenance. Overlays are anchored to interface elements, and every vendor UI update risks breaking them, so someone must own the content permanently. Organisations that treat Whatfix as a one-off rollout expense find the guidance quietly rotting six months later.

What people use it for

  • An ERP or CRM go-live where thousands of employees must change how they work and classroom training will not reach them all
  • Reducing support tickets on a system where the same five questions account for most of the help desk volume
  • Improving data quality by placing field-level guidance where users consistently enter the wrong value
  • A regulated organisation that needs employees to practise a process in a simulated environment before touching production data

The honest half

Where it falls short

Concrete and checkable, so you can decide whether any of them matter to you. This is the half of a review a vendor will not write about Whatfix.

  • Whatfix publishes no pricing, and contracts are typically scoped per target application, so extending guidance from Salesforce to Workday is a new commercial negotiation rather than a configuration change.
  • Overlays are anchored to interface elements, so when the underlying vendor ships a UI change your guidance can break silently, and the user sees a walkthrough pointing at a button that has moved; ongoing content ownership is mandatory, not optional.
  • It masks poor interface design rather than fixing it, and organisations sometimes use it to avoid confronting a badly configured system, which leaves the underlying inefficiency in place and adds an annual licence to it.
  • Building good content is real work. A meaningful rollout takes weeks of authoring and testing per application, and the internal effort usually exceeds what the business case assumed.
  • Adding a JavaScript overlay to systems holding HR and financial data triggers a serious security review in regulated industries, and some organisations cannot get approval to inject third-party script into their ERP at all.

Cross-shopped

What people choose instead of Whatfix

Each pairing was judged by two reviewers asking whether a buyer would genuinely weigh the two against each other. The ones that failed were deleted rather than published.

  • Whatfix logo
    Whatfix
    vs
    Pendo logo
    Pendo

    Pendo: If your target is your own product rather than third-party enterprise software and you want analytics and guidance together

  • Whatfix logo
    Whatfix
    vs
    Userpilot logo
    Userpilot

    Userpilot: If you need lighter in-product onboarding for a SaaS product at a published price

  • Whatfix logo
    Whatfix
    vs
    Docebo logo
    Docebo

    Docebo: If the requirement is formal course delivery and certification rather than in-application guidance

Pricing

What Whatfix costs

Taken from the vendor's own pricing page. Prices move, so check before you buy.

Whatfix

On request

  • Annual contract priced by application and user volume
  • Each target application typically licensed separately
  • Mirror and Product Analytics sold as additional modules
  • Content authoring and rollout services quoted separately
  • No published rate card

Capabilities

Features

  • Interactive walkthroughs

    Step-by-step overlays that guide a user through a task in the live application

  • Self-help widget

    Searchable in-app help panel that surfaces content without leaving the screen

  • Smart tips and beacons

    Contextual hints attached to specific fields to reduce data entry errors

  • Mirror sandbox

    A simulated copy of an application for risk-free hands-on practice

  • Product Analytics

    Tracks where users drop out of a workflow so content can be targeted at the actual failure point

  • Desktop and mobile support

    Guidance over installed desktop applications and mobile apps, not only browser-based ones

  • Content localisation

    Auto-translation of guidance for multi-region rollouts

  • Segmentation

    Different guidance shown by role, region or experience level

Answered, with sources

Questions people ask

Each answer names the page it came from, so you can check it rather than take our word for it.

How much does Whatfix cost?

It is not published. Pricing is annual and scoped by application and user volume, with Mirror and Product Analytics as separate modules.

How does it compare with WalkMe?

Functionally similar. The commercial difference is that SAP acquired WalkMe in 2024, so non-SAP buyers increasingly shortlist Whatfix as the independent alternative.

Does it require changes to the target application?

No. It works as an overlay injected via a browser extension or a script, which is why the security review matters more than the technical effort.

Will guidance break when the vendor updates the UI?

It can. Content needs an owner who monitors and repairs it after vendor releases.

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Softwr does not host reviews and shows no star rating for Whatfix, because a rating we did not collect is not ours to publish. What is here is the pricing and platform detail from the vendor’s own pages, limitations we could state concretely, and alternatives a reviewer confirmed people weigh against it. Tell us if any of it is wrong.

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