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AI Microcopy & Naming Conventions

Last Updated June 25, 2026
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Important Note

This article covers naming conventions and microcopy for WalkMe AI features: Joule (Action Bar), AI SmartTips, and AI Answers. For DAP content such as Smart Walk-Thrus, Launchers, and SmartTips, visit Microcopy & Editor Organization Principles.

Brief Overview

Standardizing how you name and write AI content is one of the most impactful steps you can take to scale your AI adoption program. This includes naming rules for items in the Editor and Console, and the microcopy — prompt text, validation messages, and conversational answers — that shapes how users experience AI guidance.

Good AI microcopy builds user trust. Specific, consistent, on-brand AI feedback makes users more likely to engage with AI features and act on the guidance they receive.

Remember: Standardization requires accountability. Assign an owner — such as a Project Lead or Program Manager — and define checkpoints before publishing.

How This Impacts Your Program

Benefits of operationalizing
  • Reduces duplicated prompts and knowledge sources across the Editor and Console
  • Improves consistency and quality of AI-generated responses seen by end-users
  • Makes it faster to find, audit, and update AI items as policies change
  • Builds trust by ensuring AI guidance feels intentional and on-brand

Risks of not operationalizing

  • Conflicting prompts producing inconsistent or incorrect AI outputs
  • Duplicated knowledge sources leading to contradictory AI Answers
  • Increased support requests and loss of user trust in AI features

Internal Naming Conventions 

General Best Practices

Avoid adding the WalkMe AI feature type (AI SmartTip, AI Action, AI Answers) as a standalone name. Here are examples of optimized naming conventions by AI item type:

Joule Action (Action Bar)

  • Instead of: Summarize
  • Use: Purchase Order – Summarize

AI SmartTip Set

  • Instead of: AI SmartTips Set 1
  • Use: Workday – Job Requisition Form – AI Validation

AI Answers Knowledge Source

  • Instead of: HR Docs
  • Use: HR – Onboarding Policy Guide – 2025

Custom Q&A

  • Instead of: VPN Question
  • Use: IT – Access: How do I request VPN access?

Items in the WalkMe Menu

Keep in mind that items added to the WalkMe Menu, for example Smart Walk-Thrus or resources, will display the name given in the editor to users as well. You can use internal naming conventions to give more context to your internal team.

Note: Smart Walk-Thrus and Resources can have internal only naming added to them to provide more context to builders. 

Any text within two “|” characters at the beginning of the WalkMe item, will only be visible within the editor to internal WalkMe users. The text outside of these characters, will be visible to everyone, including your end-users. 

Example:

|Version 1.0|Create an Opportunity will appear in the menu as Create an Opportunity.

Action Bar

Joule integrates SAP's enterprise AI copilot with the WalkMe Action Bar, extending AI assistance across SAP and non-SAP applications. Builders configure Joule Skills, custom AI Actions, and AI Launchers in the Action Bar Console and WalkMe Editor.

Naming Convention

Follow the same Process – Object – Action framework used for Tracked Events and other DAP content. This keeps naming consistent across your entire WalkMe program.

Here are examples of using the Process - Object - Action framework:

  • Purchase Order – Summary – Generate
  • Performance Review – Draft – Create
  • Vendor Invoice – Translation – Run

Microcopy: User-Facing Action Labels

Apply the microcopy principles in this article. In addition:

  • Start with an action verb: Summarize, Draft, Translate, Rewrite, Find, Convert.
  • Keep labels to 3–5 words — users scan the Action Bar, they don't read it.
  • Match Joule Skill names to what Joule Chat displays, to avoid confusing users who switch between both.
✓  Do ✗  Don't
Summarize Purchase Order Summarize
Rewrite in Formal Tone AI Writing Action

AI SmartTips

AI SmartTips use generative AI to evaluate open-text inputs against a builder-defined prompt, providing real-time feedback as users type. Unlike standard Validation SmartTips, they use a natural language prompt — not a fixed rule — to judge whether input meets your criteria.

Naming Convention

Use the same structure as standard SmartTip Sets, with an – AI suffix to distinguish them from non-AI SmartTips on the same page or form.

Format: [App] – [Page/Form] – AI Validation

Example: Workday – Job Requisition Form – AI Validation

AI Answers

AI Answers is a conversational search tool in the WalkMe Pro Menu. Grounded in company-specific knowledge sources, it lets users ask natural-language questions and receive contextual answers without leaving their workflow.

Naming Convention

Format: [Dept] – [Doc Type] – [Version/Year]

Example: HR – Onboarding Policy Guide – 2025

Download Templates & Tools

Microcopy Best Practices - Sample SOP

Includes eight (8) microcopy tips and examples of do's/don'ts for each. Build on this guide to create a list of standard WalkMe microcopy principles for your DAP Builders, Innovation Expert, AI SME and Content Authors.

Download here.

Get Started: Checklist to Standardize

The following are considerations when creating a Standard Operating Procedure in this area:

Naming Conventions Checklist

☐ What are my standards for naming AI items in the Editor (AI SmartTip Sets, AI Launchers)?

☐ Have I considered which names are visible to end-users in the Action Bar or Pro Menu?

☐ What are my standards for naming Joule Actions using the Process – Object – Action framework?

☐ What are my standards for naming AI Answers knowledge sources and Custom Q&A entries?

☐ What are my standards for naming AI-related Tracked Events in Insights?

☐ Do all user-facing AI messages follow the six microcopy principles?

☐ Are messages short (under 12 words per sentence) and free of passive voice?

☐ Do labels and CTAs tell users exactly what will happen?

☐ Are builder prompts specific, plain-language, and policy-referenced where relevant?

☐ Do Custom Q&A answers lead with the direct answer and stay under 150 words?

Pre-Publish Checkpoints Checklist

☐ What is my process for ensuring AI content abides by these standards?

☐ Who is responsible for reviewing AI prompts and microcopy before publishing?

☐ What is my process for auditing AI content after go-live? How often?

Administration Checklist

☐ How are these procedures documented to prioritize scale and reduce administrative time?

☐ How often are they reviewed, and who is responsible for enforcing them?

☐ If there are proposed changes, who approves them and how are they communicated?

☐ How will we know if the rollout of these standards has been successful?

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