Whatfix vs Apty – Which is Better for Interactive User Guides?

Which is the superior tool for developing interactive user guides – Whatfix or Apty? Or is there a more powerful in-app onboarding software that aligns better with your needs? 

It can be difficult to choose the best tool with so many alternatives available on review sites. To make the right decision, you must consider your priorities and the essential features needed to get the job done. Additionally, the tool’s price must match your budget.

This article will outline the essential features of an interactive user guide tool and recommend the optimal choice for your business needs.

Let’s get started!

TL;DR

  • An interactive user guide is a great way to teach people about your product. This type of guide uses different UX patterns to show users how the product works.
  • There are many benefits to using interactive user guides, including increased adoption of your product, lower costs for customer support and success, and quicker time to value.
  • To create an interactive user guide, you need a tool that doesn’t require coding skills, has a variety of UX patterns, lets you group users into different segments, and can track data on how people use your product.
  • One powerful tool for product adoption is Whatfix, which is suitable for both employee and customer onboarding.
  • Whatfix lets users create interactive user guides and knowledge bases easily. However, it lacks advanced analytics and in-depth style customizations. To top it off, some users have reported a buggy platform.
  • Another onboarding tool is Apty which enables users to create a positive experience for new employees.
  • It simplifies the process of developing in-app guides for new hires and can provide contextual guidance tailored to different employee segments. However, Apty is missing some crucial UX elements and lacks the ability to collect feedback from users.
  • Userpilot is a superior option compared to both Whatfix and Apty. It is a powerful platform for product adoption that provides an impressive range of UX patterns, in-app checklists, user segmentation and in-app resource centers.
  • Userpilot is cost-effective and easy to set up, offering excellent value for money. However, it is not designed for mobile applications, and it cannot be used for employee onboarding.
  • If you are interested in learning more about what Userpilot has to offer, book a demo today.

Looking for the best tool for interactive user guides? Search no more!

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What is interactive user guides?

An interactive user guide is a set of UI patterns designed to work together and help customers understand how to use your product.

There are two main types of user guides: full product tours (which tend to be more detailed and time-consuming), and interactive manuals (using tooltips and real-time guidance to provide more contextual help to your customers).

Interactive user manuals are an excellent way of engaging and educating your users, helping them to get the most out of your product, and improving user onboarding and feature adoption.

Why should you care about interactive user guides?

All product managers want to delight and engage their customers. A big part of that is making sure your users know how to get the most from your application (and in the modern world, that means more than creating a support documentation page).

Fail in that mission, and you risk damaging customer loyalty. Here’s why building interactive user guides is important:

All in all, interactive user guides are the backbone of a successful onboarding strategy and should be a must for your user experience,

Why do you need tools for building interactive user guides?

Wondering why you even need a tool to create interactive user guides? There are several reasons why you may need one:

For most software companies, creating interactive manuals from scratch is the wrong approach. Why?

Rather than reinventing the wheel, your developers should prioritize their efforts around enhancing your software – making it faster or more visually appealing – and regularly shipping updates that delight your customers.

Here’s how using a tool can help:

  • With the low technical barrier to entry, anyone – from operations to customer success managers – can quickly create an interactive tour, which means you can reduce reliance on software developers.
  • Rather than a “one size fits all” approach, you can trigger user guides contextually – so based on the specific actions the customer has taken, targeted support is triggered to help them navigate and use the product more effectively.
  • There are dozens of variables you might want to adjust, from small changes to copy to tweaking the design. In a custom-built tool, this represents a significant amount of work – in a no-code tool, it’s incredibly simple.
  • Customer adoption tools make it easy to see which version of an interactive user guide performs more effectively with A/B testing (and adapt your approach accordingly).

You shouldn’t question the necessity for a tool to build interactive user guides, but you need to understand what functionality you should look for in a tool and which tools are the best.

Must-have features for building no-code interactive user guides?

Not all tools are built the same. Some offer different advantages over others while some will simply get you basic functionality but at a low price. It depends on your budget and needs which will be the best tool to build interactive user guides.

Here’s what to look for as the main functionalities when picking a tool to build in-app guides:

  • Good range of UI patterns to use for building your guides.
  • Ability to customize each interactive guide to fit your brand and style.
  • Segmentation so you could trigger the guides to the right audience at the right time. A one-size-fits-all approach won’t bring you the desired results.
  • The ability to trigger the user guides when specific in-app events happen is nice to have and will help you build more contextual in-app experiences.
  • Minimum product usage analytics, to be able to track how users engage with the product, and where they get stuck so you can build relevant user guides to help them.

The above list is not exhaustive but it’s a starting point. Depending on your product, you might also need automated localization, A/B testing capabilities, advanced analytics or security, and more.

Whatfix for interactive user guides

Whatfix is one of the top digital adoption platforms around and a driver of innovation in this space.

Whatfix offers a well-made product that allows you to create user flows, knowledge bases, and task lists to get new users engaged and learning. On top of this, their analytics platform is easy to understand and helps you keep track of behavior analytics, guidance analytics, and user feedback all in one place.

To drive product and user adoption, you need to provide continuous value to your users and provide contextual help across all stages of the customer journey.

Whatfix helps your enterprise company achieve that by unlocking the full potential of user segmentation and in-app guidance.

Here is what you will get with Whatfix product adoption functionality.

  • Create contextual in-app guides to make users get the maximum value of your product.
  • Provide omnichannel support without skyrocketing your customer support goals.
  • Powerful analytics to try new ideas based on real-time data and find ways to optimize the customer experience.

Pros of Whatfix?

There are many advantages when it comes to choosing Whatfix. Here are its pros.

  • Easy to create flows, even for non-technical team members.
  • Allows you to develop knowledge bases for self-help solutions.
  • Ideal for both customer and employee onboarding.

Cons of Whatfix?

But at the same time, Whatfix has some cons so it’s better to get an overview if you’re thinking of buying it:

  • User experience issues, including bugs and sometimes spotty customer service.
  • Fewer analytical features and views than you might like.
  • Lacks in-depth style customizations.
  • It’s difficult to integrate some of the scripted code in the admin integration sections without the help of a Whatfix support team member.
  • No free trial option despite it being stated on the homepage.
  • It’s targeted at enterprise accounts so small companies might get ignored.

What users say about Whatfix?

Overall, Whatfix is a good tool and customers are happy with the product. Here is what their customers say about the product.

Our Whatfix Customer Success Manager Kritika has been amazingly responsive to our questions and creative in finding solutions.

Their team really helped us during a project we were doing, and I think they would be great for any company looking for help. This is a must to onboard customers and drive retention.

Though Whatfix is considered a solid tool in the market some people have complaints. Mostly they are related to complications for non-technical people and instability.

Here is what they say:

We were promised a lot of features that weren’t as easy to use as they made it seem when we signed up.

The tool itself is challenging for the less technical people to use the tool, as you need to know the css classes to show flows and steps.

unexpected issues and roadblocks in implementation that can cause delay or a need for an alternate approach

Is Whatfix the right fit for your business?

Though Whatfix is a good tool for user/employee onboarding and it’s used by many companies, there are still some logical reasons why you might look for an alternative:

  1. It’s designed for enterprise companies and the pricing reportedly starts from $1,200/per month. So it’s not something you’ll be delighted to buy if on budget.
  2. Whatfix doesn’t support NPS surveys so you can’t collect user feedback and measure customer loyalty.
  3. Though you can create onboarding flows, tooltips, and beacons with Whatfix, there are many cost-efficient tools in the SaaS market that provide the same or even more functionality with customization options at a much lower cost.

Whatfix pricing

Whatfix doesn’t have any pricing plans on its website. Instead, you’ll need to speak with one of their team members to get a custom quote tailored to your needs and organization.

Otherwise, you can request a free trial to see if Whatfix works for you.

There is a better tool for your SaaS than Whatfix!

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Apty for interactive user guides

Apty’s digital adoption platform aims to make employee adoption a snap with engaging onboarding flows and product tours. It does this with a mix of on-screen guidance, interactive walkthroughs, and in-app messaging.

This platform is great for engaging your employees on your platform to increase product adoption, feature adoption, and improve the experience.

Here’s how Apty can help with employee product adoption:

  • Apty allows you to create interactive walkthroughs, onboarding flows, and product tours to help new employees discover new features and adopt your platform.
  • It lets you segment your users by feature usage and then target the experiences only to the ones that haven’t adopted a certain area of your product yet.
  • Apty allows you to use tooltips to engage users directly in-app.

Pros of Apty?

Apty is a robust tool for your employee onboarding and adoption needs. Here are the main pros to consider if you’re still deciding:

  • Apty is excellent for employee adoption, training, and onboarding. The tool makes it easy to develop in-app guidance for your new starters.
  • You can either build different user segments inside the product, or you can integrate your Apty account with other tools and import your data.

Cons of Apty?

While Apty is a great tool, the main downsides are the cost and restrictions you get with it. Here are the main cons of the tool:

  • Apty offers tooltips and checklists for building product experience flows, but unlike other similar tools, it lacks some important UI patterns such as modals, hotspots, banners, and slideouts.
  • One of the biggest disadvantages of Apty is the absence of in-app customer feedback collection. You are kind of limited to embedding surveys built using other tools.
  • Doesn’t offer self-service support like a help center where users can access multiple guides and tutorials or contact support. It does provide guides that are similar but more restricted.

What users say about Apty?

Overall, users feel positive about Apty – here’s an example summarizing some key points about its features and the value it offers:

Our Apty Representative, Joe Fimiani, is one of the main reasons we love working with Apty. Joe works hard to establish a trusting relationship with his customers. Joe goes above and beyond to ensure we are satisfied and happy with our Apty product by doing regular check-ins.One thing that is a little frustrating is getting past the Apty pop-up widgets. Sometimes the pop-up widgets are in the way of tabs that need to be selected. As a result, the tabs are harder to select. However, this may not be an Apty issue, rather a Clarity issue 🙂 –
Desiree G.

Apty is incredibly helpful for new employees to get familiar with processes in our project management software. The work flows and tooltips have been essential for our workforce.The only downside to Apty was the learning curve of first building out the application to work with our project management tool. Apty had a great support system to help through those challenges. – Jennifer T

Most complaints are about the missing features, integrations, and the steep learning curve.

It’s tricky to make the most of it, particularly in the early stages of adoption. The support team are great, but it can be challenging to know what support can be asked for if we’re unaware of what’s possible.- Administrator in Business Supplies and Equipment

With each new release of the software, there is a bit of uncertainty in the stability of new features. Requires more attention than preferable with each new switch. Also, our tools are more complex than your standard website and that requires more work and work-arounds than expected when first acquiring a third-party onboarding tool.- Administrator in Computer Software

UX experience when it comes to testing is cumbersome; a lot of back and forth.
Below are critical tools that are missing or need improvement. I would like to see these additions and enhancements as current features are limiting our options for solutions: Auto triggers (Related to Rule Engine, i.e. Specific page load, removing the reliance on triggers such as: Launchers, Menu Widget, and Announcement Button),IDP for standardized User Identifier,eLearning for content creators (Builder Certifications),Surveys,Chatbot etc- Paolo T.

Is Apty the right fit for your business?

Apty is a great tool that accelerates the adoption of technologies into employees’ daily workflows. However, it has limited usability. Here are three main reasons why you might consider an alternative:

  1. To get access to all the needed tools for proper onboarding and adoption you need to pay for the higher plans that can get quite expensive.
  2. Apty doesn’t offer user feedback surveys, which are a very effective way to collect user sentiment at scale and improve employee onboarding. So if you are aiming to be more user-centric, you may need to choose another tool.
  3. Although Apty offers some segmentation options for more personalized training, in Userpilot you can group users on many more attributes and create more advanced segments.

Apty pricing

Apty offers a free trial and custom quotes based on business needs.

  • Free trial: Up to 45 days, includes 2-3 flows, works on a single domain.
  • Custom pricing: Intelligent analytics, complex flow creation, multilingual support, available on multiple domains.

There is a better tool for your SaaS than Apty!

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Is there a better alternative for interactive user guides?

Whatfix and Apty are good tools for interactive user guides. We’ve seen how they compare to each other and what you can achieve with them. Call us biased, but if you’re looking for something better, Userpilot offers more value for your money than these tools.

Userpilot for interactive user guides

Userpilot is a powerful product adoption platform that enables you to quickly build personalized, flexible, contextually relevant in-app experiences targeted to different user segments – all without writing a line of code.

Product adoption describes the process of getting users to the point where they are experiencing value from your product.

Userpilot is a powerful product adoption platform that enables you to quickly build personalized and contextual in-app experiences targeted to different user experiences – all without writing a line of code.

It’s a great option for enterprise users too since it’s SOC 2 Type II certified and offers robust features for large-scale usage.

Here are some of Userpilot’s product adoption features that you may find helpful:

  • A broad range of UI patterns to build fully customizable, contextual, and interactive in-app flows: modals, slideouts, tooltips, hotspots, driven actions, banners, and more. And – most importantly – you are not limited by plan when it comes to how many UI patterns or designs you can build.
  • Advanced in-app checklists with built-in gamification elements like progress bars or ”automatically marked complete” tasks: checklists also come with analytics so you can track who is interacting with them and how.
  • Fully interactive walkthroughs walk users through engaging and adopting specific features of your app.
  • The self-service in-app resource center lets users search your knowledge base directly inside the app, access chat, and support but also launch guides and tutorials when they get stuck.
  • User feedback tools allow you to collect insights to improve the product and the user experience, thus leading to a higher product adoption rate. You can also collect NPS data and tag responses to uncover patterns into what makes users stick, or build micro surveys for more granular data. Then you can use all the feedback collected to build user segments based on the answers and personalize the path to higher product adoption for each segment.

Want to see Userpilot in action? Get a demo and improve product adoption with contextual and personalized in-app flows that actually help users.

Pros of Userpilot?

Userpilot has a number of advantages, especially for mid-market SaaS companies looking for a robust but at the same time very easy-to-use, no-code tool for user onboarding, product adoption, and simplified product analytics. Let’s have a look at the pros of using Userpilot:

  • No-code builder – Userpilot comes with an easy-to-use Chrome Extension builder.
  • Multiple UI patterns – choose from a range of options to build customized flows: modals, slideouts, banners, tooltips, hotspots, and checklists are all at your disposal.
  • UI patterns are not limited by plan – you get access to all of them on every single plan, meaning you get value even with the Traction plan (this is the entry-level one).
  • Engaging walkthroughs and onboarding flows – build interactive walkthroughs targeted to distinct user segments.
  • In-app help – build a resource center offering self-service support to your users, customize it with your branding, and select from a range of help options to boost user satisfaction (i.e., videos, in-app flows, chat, and more).
  • Experimentation – built-in A/B testing for flows lets you explore and quickly iterate based on direct user behavior.
  • Powerful feedback options – integrated NPS surveys with analytics and response tagging unlock insight into how your users feel.
  • Advanced analytics and segmentation – analyze product usage and in-app flow engagement and build user segments using the data.
  • Event tracking and feature tags – tag UI engagement (clicks, form fills, hovers) and group them into one custom event to track what really matters.
  • More value with integrations – unlock value faster with built-in integrations with popular tools like Segment, Amplitude, Mixpanel, Kissmetrics, Intercom, Heap, and more.

Cons of Userpilot?

There are, however, some downsides to Userpilot as well:

  • Browser/web app only – Userpilot won’t run on mobile devices/applications.
  • Doesn’t support employee onboarding. The tool is better suited for customer onboarding than for employee onboarding as you can’t build in-app guides on third-party tools.
  • Missing integrations – doesn’t have built-in integrations with some tools, but it has webhooks, and HubSpot and Zapier are coming soon.
  • Not appropriate for small startups on a shoestring budget (<$100) – Userpilot is a powerful, mid-market to enterprise-level tool. So $249 a month might be too expensive for really small startups.

What users say about Userpilot?

Let’s check what real users like about Userpilot.

Userpilot is an incredible, user-friendly software that allows us to create unforgettable experiences for our clients! From basic to complex experiences, we have been able to do them all with ease! I would highly recommend this software to anyone who wants to provide their clients or users with the best product tour experience. The possibilities of what you can create are endless! – Tayla G.

Userpilot is simple to set up, use, and does not require any dev – which means instant publishing. This is critical for us as a SaaS company that releases new features frequently; we need the ability to inform our customers of changes quickly, and doing this in our platform through Userpilot allows us to reach the right audience, at the right time, in the right place. There have been many awesome extra features we’ve discovered since coming on board, and it’s been great to see new features released frequently. The tool itself is intuitive and reliable. Having used similar products previously that were clunky and buggy this has really made us happy with our decision to move to Userpilot. – Melina K.

Get more value for your money with Userpilot!

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Userpilot pricing

Userpilot offers great value for money compared to other similar tools on the market. Even its entry-level plan (Traction) provides all the necessary features without any usage limit.

The price-to-feature ratio is the best for Userpilot. Other cheaper tools in the market would definitely not fulfill your needs, and others like Pendo would be out of budget. Userpilot sits in that sweet spot. – Saurav S.

The pricing differentiation happens mostly on the service level (e.g., custom domain hosting, dedicated Customer Success Manager, SLA) and is based on the number of Monthly Active Users (MAUs) your company has.

Here’s the detailed Userpilot pricing:

  • Traction: For up to 2500 users, this plan is $249/ mo.
  • Growth: For up to 10,000 users, this plan is $499/ mo.
  • Enterprise: For large-scale businesses, these plans begin from $1000/ mo.

Conclusion

By now, it should be easier to choose between Whatfix and Apty. However, it’s still challenging to determine which tool is better since they both have their strengths and weaknesses. Ultimately, the decision on which tool to use will depend on your product needs and tool requirements.

If you’re looking for value for money, consider using Userpilot. Book a demo today to explore how Userpilot can help you in creating interactive user guides.

There is no better tool for your SaaS than Userpilot!

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