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Whatfix
Whatfix

Whatfix Guidance Agent

An in-app AI agent that delivers precise, contextual answers in the flow of work by distilling complex knowledge into short summaries.

Whatfix Guidance Agent delivers AI-generated answers contextually within enterprise application workflows, enabling users to get clarity without switching applications or consulting lengthy documentation. It intelligently understands user intent and application context through ScreenSense to surface the most relevant guides, walkthroughs, or knowledge articles at the exact moment of need. The agent distills complex enterprise knowledge into short, contextual summaries designed for fast consumption. It operates as a persistent in-app companion that drives adoption, accelerates task completion, and reduces support dependency.

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Use cases

Real-time contextual support for employees navigating complex ERP and CRM systems

Reducing IT help desk ticket volume through AI-powered self-service

Accelerating new employee time-to-proficiency on enterprise applications

Delivering just-in-time process guidance during software transitions

Integrations
Whatfix DAP
enterprise knowledge bases
third-party AI tools
Expected outcomes

Reduced support ticket volumes through in-context self-service answers

Faster time-to-answer for enterprise users

Improved employee productivity by eliminating context-switching

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Company

Whatfix
San Jose, California, USA / Bengaluru, India
Founded 2014

Primary Verticals

Financial Services (BFSI)Healthcare & Life SciencesManufacturingRetail & E-commerceGovernment & Public SectorEducation
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Functions

Customer ExperienceIT OperationsHR & WorkforceOperations & Supply Chain

Industries

Financial Services (BFSI)Healthcare & Life SciencesManufacturingRetail & E-commerceGovernment & Public SectorEducation
3

Integrations

4

Use cases

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