Brief Overview

This article walks you through creating and configuring launchers in the Action Bar console app. The setup experience is the same whether your account has AI enabled or not. Launcher types that require AI appear in the panel but are greyed out and unavailable if AI is not enabled for your account.

For an introduction to the Action Bar console app and the launchers table, see:

Action Bar Building in Console

How It Works

Click the Create icon from the Action Bar page to open the Create a launcher side panel.

Step 1: Select Location Type

Choose where your launcher should appear. Available launcher types depend on the location type you select here.

Step 2: Select a Launcher Type

Choose a launcher type to customize for your organization's needs. Available launcher types depend on the location type selected in the previous step.

Anmerkung

• Launcher-Typen, die KI erfordern, sind ausgegraut, wenn KI in Ihrem Konto nicht aktiviert ist.

• Launcher-Typen, die nicht mit dem im vorherigen Schritt ausgewählten Ortstyp kompatibel sind, sind ebenfalls ausgegraut

Launcher Type	Description	AI Required	Location Type
AI Action	Create custom functions powered by AI that respond to a personalized prompt	Yes	All
Menu	Create a customizable list of launchers and folders to organize tasks and streamline access	No	All
Tag Verification	Use True/False logic to show if information meets specific criteria	Yes	Single only
Structured Summary	Extract and present key information in structured formats	Yes	Single only
Smart Walk-Thru	Trigger a step-by-step Smart Walk-Thru	No	All
ShoutOut	Display a pop-up message or announcement	No	All
Article	Link to a relevant help resource	No	All
Video	Play an embedded or linked video resource	No	All
Survey	Collect user feedback with a survey	No	All
Shuttle	Redirect users to a specific webpage	No	All
Multiple SmartTip Validation	Run a SmartTips set to validate form field inputs	No	All
ActionBot	Launch a bot to automate tasks through conversation	No	All
AI Chat	Get answers from company and public knowledge	Yes	All
Open WalkMe Menu	Launches the central hub for exploring content	No	All

Beispiel für die Zusammenfassung der Tags...

Beispiel für die Zusammenfassung der LinkedIn-Tags

• Console Build: In diesem Beispiel hat der Builder eine LinkedIn-Seite erfasst und die folgenden Tags erstellt: C-Level, Branchenrelevanz, Gegenseitige Verbindungen und G2K

• KI-Aktion: Die KI prüft, ob diese Tags auf der Seite vorhanden sind, basierend auf den vom Builder festgelegten „wahr“- und „falsch“-Bedingungen

• Ergebnis: Alle Tags wurden gefunden und werden daher als grün angezeigt

  • Die KI bietet zu jedem Tag ein kurzes Zitat von der Seite sowie die Option, seine Position auf der Seite hervorzuheben

Alle Tag-Farben und Bedeutungen

• Grün: Wahr

• Orange: Falsch

• Grau: Unbestimmt

Step 3: Complete launcher settings

The following section provides an overview of the launcher type settings. Each launcher has three settings pages: Appearance, Behavior, and Visibility.

Appearance Settings

Display name

Enter a name for your launcher that will appear to end-users in the Action Bar.

Display type

Display types control how your launcher appears in the bar, either as a “standard” or “alert” action/menu. Select a display type from the dropdown and an icon if “standard” is selected.

• Standard action/menu: Ideal for routine tasks, this option displays actions in the Action Bar with a custom icon

• Alert action/menu: Ideal for condition-based critical tasks, the option displays a fixed icon when triggered, or a red alert dot if actions are hidden

  • Alerts will prioritize the action or menu by placing in first in the Action Bar

Launcher/Menu preview

View how your launcher will appear in the Action Bar.

Menu note Menu launchers only

Turn on the Menu note toggle to add a note that guide users on menu options. We couldn't load the file.

• Note title: Enter a title for your note

• Note description: Enter a description for your note

Behavior Settings

WalkMe Item Behavior Settings

Applies to: Smart Walk-Thru, ShoutOut, Article, Video, Survey, Shuttle, Multiple SmartTip Validation, ActionBot, and AI Chat.

For these launcher types, the behavior settings panel allows you to select the WalkMe item the launcher will trigger. Use the dropdown to select the relevant item from your WalkMe account.

• Smart Walk-Thru only: After selecting a Smart Walk-Thru, choose which step the launcher will start from:

  • Beginning of flow: The Smart Walk-Thru starts from the first step

  • Specific step: The Smart Walk-Thru starts from a specific step you select

AI Action Behavior Settings

Text source

Select the text source you want the AI to process.

• Text on screen: The launcher appears without specific context and performs AI text processing on the entire page, or specific text if highlighted

• Element on screen: The launcher appears when a specific element appears on screen and performs AI text processing on the selected text

  • By default WalkMe captures the full page body element

  • Recapturing specific elements is supported with single location launchers only

• Highlighted text: The launcher appears when text is highlighted by the user and performs AI text processing on the selected text

Instructions prompt

Enter a prompt to instruct the AI what task to perform with the text source.

Test prompt

Test your launcher by simulating the end-user experience. Enter text as an end-user and click Generate Answer to see the results.

Menu Behavior Settings

Menu tree

Add launchers to the menu to group them together in folders. Click the Create button to add items to your menu tree.

• Add a Folder: Adds an additional folder to your tree that can hold another list of launchers

• Select a Launcher: Choose from a list of launchers that you've already made

• Create a New Launcher: Opens a modal to create an AI Action launcher from behavior settings

Tag Verification and Structured Summary Behavior Settings

Text source

Select the text source you want the AI to process.

• Text on screen: The launcher appears without specific context and performs AI text processing on the entire page, or specific text if highlighted

• Element on screen: The launcher appears when a specific element appears on screen and performs AI text processing on the selected text

  • By default WalkMe captures the full page body element

  • Recapturing specific elements is supported with single location launchers only

• Highlighted text: The launcher appears when text is highlighted by the user and performs AI text processing on the selected text

Output subheading

Add a description of the generated output results. The output subheading will be located below the launcher name.

Tag verification only

Tag verification 

Name the tag and enter a prompt to check if the information is present (True) or absent (False).

• Tag: Enter tag name

• Prompt: Instruct the AI what criteria to scan for to present whether the tag will appear to users as “true” or “false”

• Add new tag: Click Add new tag to continue adding more tags

Structured summary only

Structure type

Select the type of structure you wish to create:

• Long: Add tags of the information you wish to extract from the text to create structured section for the summary, the result will populate the sections

• Short: Add tags of the information you wish to extract from the text to populate the list on the left, and the summary results will appear on the right

Tags

Add tags to the title of a section in the summary and enter a prompt to define its content.

• Tag: Enter the section name

• Prompt: Instruct the AI what specific information should go under this section in the summary

• Add new tag: Click Add new tag to continue adding more sections for your summary

Visibility settings

Ensure your launcher appears in the correct location and situation by managing display conditions and locations.

Launcher group

Select the group it belongs to. The group determines how the launcher behaves in the Action Bar:

• Suggestions: contextual launchers that can expand or open the Action Bar automatically when triggered

• Tools: launchers that are always available and won't automatically open the Action Bar

Which groups you can choose from depends on the Action Bar type:

• Action Bar – AI Enabled: group selection is enabled by default, so all groups are available when building a launcher

• Action Bar – Default (non-AI): available groups are set by your admin on the Action Bar settings page

Display conditions

Launcher display conditions use our condition builder technology from within the Action Bar app. Learn more

• Change text source: Edit the text source to control when the launcher should appear

• Manage conditions: Add conditions or edit existing ones to control when the launcher should appear

Assigned locations

Review the locations type that defines where this launcher will play.

For multi-location only:

• All locations: Includes all of your existing locations configured for Action Bar and automatically applies the launcher to any locations you add in the future

• Select specific locations: Choose which locations this launcher will appear