Whatfix

Whatfix lets teams build guidance that appears inside software: step-by-step flows, smart tips on fields, task lists for onboarding, and a self-help widget that pulls in articles from your knowledge base. It works over web apps and also supports desktop and mobile applications.

Companies use it in two ways. Internal teams use it to train employees on systems such as CRM and HR software without long classroom sessions. Software companies use it inside their own product to onboard customers and point them to help at the right moment. Its analytics show where users drop out of a process.

When comparing it with other digital adoption tools, check how flows are built and maintained when screens change, whether it can search your existing knowledge base, and what its analytics tell you without extra setup.