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Workstation to WalkMe Menu Repositioning

Last Updated August 10, 2025

Brief Overview

Workstation is now being repositioned and rebranded as the WalkMe Menu — a single, unified experience available across web, desktop, and mobile. This change simplifies our product offering, brings consistency across platforms, and delivers a smarter way for users to access guidance, content, tasks, and AI support.

Why we're repositioning Workstation

  • Simplify the experience: Merges Lite, Pro, and mobile menus into one consistent WalkMe Menu

  • Unify platforms: Desktop and mobile apps are no longer separate "Workstation" products but fully part of the WalkMe Menu

  • Omnichannel presence: A consistent look, feel, and experience across web, mobile, and desktop

  • Focus on value: Centered around AI, WalkMe content, and SAP use cases, rather than app integrations

  • Scalable identity: Identity is now flexible—users can start without login and opt in later (see login article)

What's Changing?

General Changes Overview

What is it?

  • The WalkMe Menu is now the official name for the menu experience. It is a universal access point to business resources - delivering guidance, company knowledge, and AI assistance, across web, desktop, and mobile

Terminology

  • Workstation ➝ WalkMe Menu

  • Workstation system ➝ Desktop/Mobile system

Activation

    • Admin Center: Choose between Web and Desktop/Mobile platforms (previously Workstation)

    • WalkMe Editor: Updates for Pro Menu activation in WalkMe Editor

    • Console: New tab for WalkMe Menu in the console navigation

    • Includes new user login options: Lite, Gradual, Standard modes

What's not changing?

  • All capabilities including Enterprise Search, notifications, and integrations still available

Terminology

  • Web: Includes all web-based menu templates, previously referred to as the "Pro Menu" or "Classic Menu"

  • Desktop and Mobile: Previously called Workstation. These are now "WalkMe Menu for Desktop" and "WalkMe Menu for Mobile"

Activation

  • Desktop/Mobile system must be created on Admin Center

  • The Workstation section in console has been fully replaced

    • All related setup and configuration tasks are now found under the Menu section in the console navigation panel. This includes everything that was previously accessed through the Workstation tab. You'll now see:

      • Menu Organizer

      • Settings

      • Integrations

      • Deploy Desktop

      • Deploy Mobile

      • Dashboard

    • Please note: there are separate deployment flows for Desktop and Mobile, each with its own tab under the Menu section — making it easier to manage and configure each platform independently

  • Login mode is configured on console (Menu -> Deploy)

    • Default state for new systems is Lite

    • Existing Workstation customers will be automatically migrated to Standard Mode and will have the option to switch to Gradual Mode

WalkMe Menu for Web Templates

  • Pro Menu: A modern, unified template that replaces the old Pro and Pro Lite. Includes:

    • Docked mode: Anchored to the screen (Old Pro)

    • Floating mode: A draggable launcher that opens the menu (Pro Lite)

    • Hybrid mode: Admins can allow users to choose

Pro Menu Availability Changes

Availability: Pro template is now available to all customers. No feature flags required.

Problem Solved: Eliminates template confusion (Pro vs Pro Lite), simplifies setup, and adds flexibility - giving users the option to toggle between docked and floating views, with a smooth, interactive drag-and-drop experience.

  • Legacy Templates: Includes older templates such as Penguin, California, and Ireland. These are still supported but are not the recommended default

Capabilities Summary

Capability

Web

Mobile

Desktop

Global IDP-Free Capabilities

Company Knowledge & Resources

Onboarding Tasks

DAP In-App Guidance

ActionBot Conversations

Custom Notifications

Basic Segmentation¹

White Label Branding & Custom Theming

Advanced IDP-Based Capabilities

Advanced Segmentation

3rd-party App Integrations

Enterprise Search

Additional Upgrades (Separate Packages)

SAP Joule / WalkMeX AI Chat

WalkMe Digital Learning Course Library

What's New?

New Login Modes

The WalkMe Menu now supports three login modes for desktop and mobile: Lite, Gradual, and Standard.

  • Lite: No login or IDP required. Ideal for organizations without SSO or for fast, low-friction adoption

  • Gradual: Starts in Lite mode with the option to log in later. Helps boost adoption while offering a personalized experience

  • Standard: Login required upfront, typically via IDP. Enables advanced features like segmentation, analytics, and integrations

To learn more, see the Login Mode article for full setup instructions and capabilities breakdown.

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