Brief Overview

The Action Bar console application is where builders and DAP professionals configure and customize the Action Bar experience for end users. Here you can manage your Action Bar locations, create and organize launchers, and control settings like appearance, behavior, and onboarding.

What's available in the console depends on whether your account has AI enabled. See the launcher types table below for a full breakdown.

This article covers the Action Bar console page itself: getting started, the launchers table, and the launcher types available.

For step-by-step setup guide to building launchers, see:

Building Launchers in the Action Bar Console

Access

Access the Action Bar in the console:

1. Open the WalkMe Console:
   
   • Centro de datos de EE. UU.
   • Centro de datos de la UE
   • Centro de datos SAP de Estados Unidos
   • Centro de datos SAP de UE
   • Centro de datos FedRAMP
   • Centro de datos de Canadá
2. Go to the Content category
3. Select Action Bar

Getting Started

When you open the Action Bar app for the first time, a Getting Started popup appears. This popup walks you through the core steps of setting up your Action Bar:

• Set locations: Choose where your Action Bar can appear

• Add launchers: Expand the Action Bar with launchers that trigger WalkMe content and, if AI is enabled, AI-powered actions

• Customize your settings: Adjust settings like appearance, locations, and onboarding

The right side of the modal includes a preview carousel where you can toggle between the Widget and Menu views to familiarize yourself with how the Action Bar will look and feel for end users.

Click Select Action Bar Locations to begin.

Action Bar Page Overview

The Action Bar page is a central hub for creating, managing, and previewing all of the launchers that you have created.

1. Launchers table

The Launchers table displays a list of all of the launchers you've created. The list includes three tabs for organization:

• All Launchers: A full list of published and unpublished launchers

• Published: A list of all published and active launchers

• Drafts: A list of all unpublished and saved launchers

• Archived: A list of archived launchers

You'll find a few pre-defined launchers for the Action Bar that are readily available in the table upon opening the app. They will appear as drafts and can be published immediately for quick use.

Table Columns

• Launcher: The name of the launcher

• Action Type: The action the AI will perform once initiated

• Visibility Type: If the launcher was made for Multiple Locations or Single Location

• Creation Date: Date the launcher was created

• Creator: User who created the launcher

• Locations: List of systems where the launcher will appear in the Action Bar

• Sub Launchers: List of sub-launchers within this launcher

• Display Conditions: List of conditions made in the condition builder for this launcher

Statuses

• Yellow: Draft

• Green: Published

• Green stroke: Published and modified

2. Table icons

Manage Columns

Remove or add columns from the table.

1. Click the Manage columns icon

2. Select which columns you'd like to have in the table

3. Click Apply

Create Launcher

Click the create icon to create new launchers.

• Learn more in the Launchers section

3. Launcher ordering

Drag and drop any row in the launchers table to set the order in which launchers appear in the Action Bar.

• The order is saved automatically, but you'll need to republish the launcher you moved in order for end users to see the change

Bulk actions

Select launchers to:

Publish

1. Select all of the launchers you want to publish from the table

2. Click Publish

3. Select an environment to publish to

4. Click Publish

Preview

1. Click the Preview button to view how your launchers will appear and behave

2. Select a location

   1. A list of connected launchers will display, along with a list of excluded, unconnected launchers to the system

3. Click Continue to select a tab

4. Select an open tab from the list or open a new tab

5. Click Preview

Delete

Click the Trash icon to remove launchers from the table.

Archive

Click the Archive icon to move the launchers to the Archive tab in the table. Archived launchers no longer appear to users.

Action Bar Launcher Types

The following launcher types are available in the Action Bar console app. Some are available to all accounts, and some require the AI-Enabled Action Bar. Availability also varies by location type.

Out-of-the-box launchers (AI-Enabled only)

When you first open the AI-Enabled Action Bar app, a set of pre-defined launchers are available as drafts in your launchers table, ready to publish immediately:

Writing tool launchers:

• Improve Writing: Provides alternative text with improved grammar, wording, and structure

• Change Tone: Adjusts the text tone (Sound neutral, Sound formal, Sound casual, Sound engaging)

• Make Shorter: Provides a more concise version of the highlighted or captured text

• Make Longer: Expands on the highlighted or captured text

• Change Format: Adjusts the text format (Write in bullet list, Write in numbered list, Write as paragraph, Write as email)

Reading tool launchers:

• Summarize: Summarizes text into a shorter version retaining key points

• Translate: Translates text into a selected language (English, French, German, Spanish, Japanese, Hebrew)

All launcher types

The table below shows every launcher type available, which Action Bar version supports it, and which location types it's compatible with.

Select the Settings page from the console navigation to access Action Bar settings

• Settings are visible to all users, but only Admins or users with the required permissions can make changes

• Make sure to publish any changed settings

Appearance and behavior

Define how the Action Bar looks and behaves for your users.

Default Main Action

Choose which action opens when a user clicks the main Action Bar widget:

• WalkMe Menu: Clicking the Action Bar button opens the WalkMe Menu interface

• AI Chat: Clicking the Action Bar button opens the AI Chat interface

• ActionBot: Clicking the Action Bar button opens the ActionBot interface

Launcher groups

Launcher groups control which groups are available to builders when they create launchers for the Default Action Bar (non-AI). Each group type behaves differently 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

Set which groups builders can use from the Launcher groups dropdown:

• None: no launcher groups are available

  • If you add groups again later, each launcher's previous assignments are restored

• Suggestions: only Suggestions launchers are available

• Tools: only Tools launchers are available

• Suggestions + Tools: both group types are available

Learn how to select a group for your launcher when building:

Building Launchers in the Action Bar Console

Continue in chat and view history

Once AI Chat is enabled on a location, users can continue their Action Bar conversations in AI Chat and access their conversation/prompt history there. This works on any location where AI Chat is enabled.

If AI Chat isn't enabled yet, click Enable AI Chat to set it up.

Display onboarding experience (Action Bar - AI-enabled only)

Turn on the Display onboarding experience to display the onboarding experience for new users.

Learn how to display the onboarding experience for the Action Bar - Default here:

Action Bar – Default (No AI)

Action Bar icon

The Action Bar icon is inherited from Pro Menu or AI Chat, depending on your default main action, so it stays consistent across surfaces. To customize it, you're redirected to the relevant console application rather than setting it in the Action Bar console.

• See a preview of the icon displayed on the Action bar widget, based on your default main action selection

• To edit the widget icon for Menu: Learn more
• To edit the widget icon for AI Chat: Learn more

Undock Action Bar

Control whether end users can undock the Action Bar:

• Undock for 1 hour: Allow end users to temporarily undock the Action Bar for one hour

• Undock for this site: Allow end users to undock the Action Bar for the current site

• Restrict undocking on specific systems: Click Add system restriction to prevent undocking on specific systems

Locations

Set the Action Bar widget for each location — AI or non-AI — then select the locations you want to publish.

Each location row includes a widget selector with three options:

• Off: The Action Bar doesn't appear on this location

• Action Bar - Default (Non-AI): Runs the Action Bar without AI abilities

• Action Bar - AI-Enabled: Runs the Action Bar with AI abilities

To turn on AI, your account must have AI enabled. If it doesn't, the Action Bar - AI-Enabled option appears greyed out. To enable AI for your account:

Getting Started with WalkMe Contextual AI

Current widget

Hover over a location to see its current widget published for that location.

• When a location is set to Off, it's still running a legacy widget (Penguin, Ireland, California)

Publish per location

Select the locations you want to publish, then select the Publish button

Customized Action Bar

In the WalkMe Editor, you can also set the Action Bar's default positions for end-users and decide if it's connected to Theming.

To access the customization settings, click on the Settings icon and select Customize content style:

Technical Notes

Prerequisites

• Editor access for capturing on-screen elements for element-based AI actions

• Pro Menu is required for the AI-enabled Action Bar

User permissions

To edit Action Bar settings and content in the console, builders need the relevant permissions for all affected systems:

• Settings: Editing Action Bar settings requires Manage Settings: Edit permission for all affected systems, or Account-level Admin access

• Content: Editing Action Bar content requires Manage Content: Edit permission for all affected systems

  • Single-location content requires permission for the selected system, and multi-location content requires permission for all selected systems

  • AI content, such as AI launchers, also requires the relevant AI permissions

• Locations: Location configuration is system-specific. Builders can modify a location only if they have the required permissions for that specific system

Roles and Permissions

Implementations

• Action Bar console app supports both extension and snippet based systems

  • Multi-location launchers: Supported for both the extension and snippet-only implementations (do not appear in the editor)

  • Universal mode:

    • Extension is required for universal mode

    • If extension exists on the account and snippet-based locations are selected, universal mode is available but blocklist is not supported on sites with snippets

• • Preview mode:

    • Extension is required to preview from the Action Bar console app

    • Launchers created on snippet-based locations can only be previewed from the editor

  • Extension version: “Old extensions” are not supported. This feature requires migration of old extensions or new extension created

    • Minimum extension version: 4.0.185

    • Minimum extension version for Universal mode: 4.0.232

Limitations

• System Configuration

  • A system that was configured to use the Action Bar cannot be unselected from the console. This must be done in the editor.

• Launcher Setup

  • A launcher cannot be changed from a single system to a multi system or vice versa

  • Assistive reading launchers (tag summary & structured summary) are only supported in single system launchers since they require a captured element

  • A menu launcher can only contain launchers of the same location type and locations (i.e. single location launchers contains single location launchers)

  • Deleted launchers can only be restored via the WalkMe editor (single location only)

  • Action Bar settings are visible to all users, but only Admins or users with the required permissions can make changes

  • 10 tag limit for Tag Verification launcher type

  • 15 tag limit for Structured Summaries launcher type

• Launcher ordering
  • Launcher ordering is cross-system
  • Alert-type launchers always take precedence

• Translations

  • Multi-location Action Bar launchers do not support translations

  • Single-location Action Bar launchers support translations via the launcher templates which appear in the WalkMe General folder