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How to Use the Action Bar

Last Updated June 5, 2025
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Applies to WalkMe packages:
For Customers For Employees DAP Add-on

Brief Overview

WalkMex appears to the end users as a WalkMe widget which expands into the Action Bar, containing the pre-built prompts/actions.

This article covers the pre-built actions available in the Action Bar, bar settings, and how to create custom actions. Key topics include:

  • Menu launcher

  • Help me write

  • Reading and writing tools

  • Workflow tools

  • Creating custom actions

  • Action Bar settings

  • User onboarding

Main Features

Access to employee resources and get instant assistance with the AI Chat.

  • Click the Open Menu icon to open the WalkMe Pro Menu and get instant answers to your questions with our conversational AI Chat.

WalkMe Pro Menu & Pro Menu Lite

Help me write

Draft content from scratch with the help of AI.

How it works

  1. Click the Help me write icon

  2. Enter your ideas into the field. Your input will prompt the AI to draft content

  3. Adjust the prompt controls to refine your content:

    1. Tone: Select the desired language style: neutral, professional, casual, or concise

    2. Format: Select which format to present your content

    3. Length: Select how long to make your content

      1. Auto Length will generate an appropriate length by analyzing the user input

    4. Language: Select the language for your content

  4. Click Generate
Refinement tools

Included context

Inside the input field is the included context, which consists of highlighted text or content from the whole page to provide extra background information for the AI when generating new content.

  • Context can be used to rewrite highlight text, provide background information, or even ask specific questions about the text on the page

  • Click the X icon to remove the included context

After generating

Once content is generated, you can seamlessly place AI-generated content exactly where you need it with Insert & Replace buttons. These new launcher controls let you instantly add or update text in the right fields, streamlining how you work with the Action Bar. These buttons will automatically appear in the launcher footer based on the state of the input field.

  • Insert: Clicking Insert adds the text to the page

    • Appears only if the input field is empty

  • Insert below: After highlighting text, clicking Insert below will insert the text below the highlighted text

    • Appears if there is text in the input field

  • Replace: After highlighting text, clicking Replace will replace the highlighted text with AI-generated text

    • Appears if there is text in the input field

Additionally, builders also have the option to capture the exact field where the generated text from the action should be inserted. This can be done from the WalkMe Editor or Console while building an AI Action launcher type.

Note

Capturing a field for insertion is only possible with Single-location launchers and AI Action launcher types (not available for Multi-location or Universal). Note the behavior of the smart footer when setting up an AI Launcher for the Action Bar:

  1. Multi-location, AI action type, whole page text source = no ability for the builder to capture an element for insert

  2. Multi-location, AI action type, highlighted text text source = no ability for the builder to capture an element for insert; the player will automatically detect if the highlighted text is in an input field, and if yes, it'll show an insert button

  3. Single-location, AI action type, whole page text source = the builder does have the ability to capture an element for insert

  4. Single-location, AI action type, highlighted text text source = no ability for the builder to capture an element for insert; the player will automatically detect if the highlighted text is in an input field, and if yes, it'll show an insert button

  5. Single-location, AI action type, captured element text source = the builder does have the ability to capture an element for insert

Learn more about locations, launcher types, and text sources here: Action Bar Building in Console

Additional actions

  • Copy: Click Copy to copy the AI-generated text

  • Refine: Click Refine to adjust the AI-generated text with prompt controls

  • Refine suggestions: Enter text in the Refine suggestion… field to adjust the AI-generated text with a new prompt

Prompt ideas for Help me write

  1. Give your writing structure: Highlight the text and use the “Change Format” dropdown to convert it into bullets, numbered lists, or an email for better organization

  2. Fix run-on sentences: Highlight the text and tell the AI to improve readability by fixing run-on sentences

  3. Reduce redundant writing: Avoid repeating phrases by highlighting the text and telling the AI to come up with alternative word options

  4. Craft compelling titles: Highlight text or use the whole page context to create titles and headings based on the content

  5. Write an engaging introduction: Enter a brief intro in the field and ask the AI to create an engaging introduction based on your notes or example. Use the dropdowns to adjust the tone, format, and length

  6. Write a persuasive product description: Describe your product and request the AI to refine the description

  7. Craft a social media post: Instruct the AI to create a social media post and specify the platform, such as Instagram or LinkedIn

  8. Write for a specific target audience: Tell the AI to write or rewrite highlighted text for a specific audience, such as non-profits, consumers, students, industry professionals, government agencie … etc

Highlighted text tools

Highlight text to use AI reading and writing tools, including text summarization, translation, and writing editing tools.

  • When you highlight text on the page, the Action Bar shows text tools and dropdown menus for writing and reading assistance:

Writing tools

  1. Proofread: Reviews text for grammar and spelling errors

  2. Change Tone: Adjusts the text tone according to the tone options menu

    • Sound neutral

    • Sound formal

    • Sound casual

    • Sound engaging

  3. Shorten: Provides an alternative text that make the highlighted/captured text more concise

  4. Change format: Adjusts the text format according to the format options menu

    • Write in bullet list

    • Write in numbered list

    • Write as paragraph

    • Write as email

Reading tools

  1. Summarize: Summarizes text into a shorter version retaining key points

  2. Translate: Translates text according to the select languages available in the language options menu

    • Translate to English

    • Translate to French

    • Translate to German

    • Translate to Spanish

    • Translate to Japanese

    • Translate to Hebrew

Workflow suggestions

Workflow suggestions in the Action Bar appear in the flow of your work and provide organization-made guidance.

Workflow suggestions are actions created by your organization for specific contextual use cases. They are condition-based and will only appear in the Action Bar when certain conditions are met. These tools are designed to pop up during your workflow to make tasks easier or to alert you. Examples of workflow actions include:

  • Appearing when a phishing attack is detected
  • Notifying you of inappropriate language detected in an email
  • Providing suggestions to assist in writing an email
  • Generating a sales pitch email for highlighted content
Workflow actions visibility

Suggestions can not be removed by end-users from the Action Bar and can only be removed by the organization's builder in the WalkMe console app.

Add to memory

Improve future AI responses by storing information in the Action Bar's memory.

  • You can do this by scanning a page, saving a result from a launcher output, or directly adding information. WalkMe(X) will then offer smarter, more relevant suggestions, reducing the need to re-enter information

  • Manage saved memories in the Action Bar settings. (See Manage Memory below for details.)

How it works

Scan page

  1. Click the Add to memory icon in the Action Bar

  2. The AI will scan the current page for any details you might want to save to its memory

  3. The AI will come up with five suggestions based on the whole page or selected text

    1. You can edit or delete these suggestions, or click Add new memory to add any information you'd like to save to memory

  4. Click Save to Memory

Save AI Launcher result to memory

To save an AI result from any launcher in the bar to memory, click the Add to Memory icon.

  • Once clicked, the result will be instantly saved to memory

Create custom actions

Create and save your own personalized prompts for fast reuse whenever text is highlighted on screen.

How it works

  1. Click the Create icon in the Action Bar

  2. Click Create First Action

  3. Click the Icon button to select an icon for your action

    • The icon will appear in the Action Bar when text is highlighted on screen

  4. Enter a name for the new action

  5. Enter a prompt for the new action

    • Describe what you would like the AI to do with the highlighted text

  6. Manage visibility settings:

    • Add a display condition to ensure your action appears in the correct location and situation

    • Select a display setting:

      • Show on all apps: Select when the action is relevant for any website or application

      • Show on this app only: Select when the action is relevant only to the current application you're in

  7. Click Save

Additional Features

Maximize window / drag

After generating content, click the Maximize icon to enlarge the action window.

  • Additionally you can drag the action window and also the Action bar for better accessibility and efficiency

New user onboarding

When users first view the Action Bar, the onboarding guide will automatically appear. This guide walks users through the main features of the Action Bar, providing brief videos to explain each feature. The onboarding process ensures that users understand how to utilize the Action Bar effectively, enhancing their overall experience with the tool.

Note

  • The onboarding guide can be disabled by builders in the console application
  • If it's disabled, the onboarding guide will not appear to users and the replay onboarding guide setting won't appear in the Action Bar settings for end-useres

Right-click actions

Right-click on actions to:

  • Pin an action to the bar

  • Hide an action from the bar

  • Delete an action

  • Edit an action

Follow-up actions

Follow-up actions appear in the AI Launcher's response as clickable, AI-recommended next steps. They're tailored to the context and help you continue a process, complete a task, or trigger a related workflow.

Clicking a follow-up action might open the AI chat to start a conversation, launch WalkMe content such as a Smart Walk-Thru, or navigate you to a relevant tool or page. They're designed to keep you moving forward with minimal effort.

Note

  • The WalkMe items that can be presented are those added to the WalkMe Menu's linked system

  • This feature can be opted out per launcher in the editor

Speech to text

With speech-to-text support, the Action Bar now adapts to user preferences—making it easier and faster for those who prefer speaking instead of typing.

How it works

  1. Click the Microphone icon

  2. The AI will start recording your speech

    1. Tell the AI what you'd like it to do for you

  3. Click the Stop icon to stop recording your speech

Notes

  • The Stop icon blinks to indicate that your speech is being recorded

  • To enable speech to text on a new location, you'll need to allow use of your microphone for the new site

  • If your microphone is disabled, you'll see an icon indicating this. To use your microphone, enable it on your computer

Rich text

You can now talk to the Action Bar—and see responses come to life with bold text, bullets, and more.

Launching conversations in AI Chat

Engage with follow-up actions offered by the Action Bar to initiate full conversations with WalkMe's AI Chat capability — unlocking more context, actions, and full conversation history.

Action Bar Settings

Click the Settings icon to adjust display, language, accessibility settings, and manage custom actions.

Text tools display

Control when highlighted text tools can be displayed on apps and websites:

  • Hide on this site: Turn on the toggle to hide the text tools on the current site

  • Hide always: Turn on the toggle to always hide the text tools on all apps and sites

Note

  • Some actions made by your organization will still appear in the Action Bar
    • Actions made by your organization, such as automation, smart guides, and other pre-built actions, are designed to target specific workflows and enhance their efficiency
    • These actions are highly context-specific and will only appear when a particular workflow is triggered, ensuring that they are relevant and useful at the right moment
  • Employees have the option to click the Hide actions icon on the right edge of the Action Bar if they prefer not to see these actions during their session

Are you a WalkMe builder? Learn how to manage default actions in the console

Action Bar Settings

Manage saved memories or add new information in the AI's memory to improve future responses.

Add new memory

  1. Type any information you'd like to save to the AI's memory in the Add new memory… field

  2. Click Add

  3. The new memory will be added the AI's memory and will be listed as a memory in the Memories table

Memories table

The Memories table includes a full list of all of the memories you have saved to the AI's memory.

  • Saved memory: The exact information saved for this specific memory

  • Saved in: Location where the memory is stored

  • Created date: Date this specific memory was saved

  • Updated date: Date this specific memory was last edited

  • Table actions:

    • Edit memory: Click the Pen icon to edit information for this saved memory

    • Delete memory: Click the Trash icon to delete this saved memory

    • Delete All Memories: Click the Delete All Memories button to erase all stored information from the AI's memory

My custom actions

My custom actions lets you manage and create all your custom actions.

Custom actions are split into two lists:

  • All Apps: Actions available on the action bar across all apps and sites

  • Location-specific: Actions available only on specified apps

Edit custom actions

  1. Click the Settings icon to open your custom actions menu

  2. Select My custom actions

  3. Hover over the action you wish to edit

  4. Click the Edit icon

  5. Make any changes

  6. Click Save Changes

Delete custom actions

  1. Click the Settings icon to open your custom actions menu

  2. Select My custom actions

  3. Hover over the action you wish to edit

  4. Click the Edit icon

  5. Click Delete Action

Note

Refreshing the page will update the saved changes to your Action Bar

Language

The Action Bar offers four language options:

  • English

  • German

  • French

  • Japanese

Replay onboarding guide

Click Replay onboarding guide to restart the user onboarding process and learn about all the features in the Action Bar.

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Applies to WalkMe packages:
For Customers For Employees DAP Add-on

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