Brief Overview

Enable the Menu

The Pro Menu is enabled from the menu console Settings page. From there you can view and modify Pro Menu configurations. You can select preferences and customize branding to suit your needs.

WalkMe Web Menu Setup in Console

How It Works

Components

1. Branding
2. Multi-language
3. Search integrations
4. AI Chat
5. Resources and Tasks tabs
6. Help Desk Integration
7. Attribution label

Branding

Customize your menu with company colors and a logo

You can now customize the look of your Pro Menu directly in the WalkMe Console:

1. Go to WalkMe Console
2. Select the Content category
3. Choose the Menu app
4. Choose the Settings page

This page allows you to customize your menu's appearance, including theme colors, header logo, and design elements, to align with your company's brand identity.

What you can customize?

• Style: Choose the visual style of your menu

  • Classic: WalkMe's original web menu design

  • Advanced: A refined menu design with a cleaner, more modern feel

• Theme colors: Choose your primary, text, and neutral colors

• Header logo: Upload a custom logo for the top-left corner of the menu

• Gradient shapes in the header: Add subtle design elements to the menu header
• Task completion status: Choose colors to indicate task completion status
• Strikethrough completed tasks: apply a strikethrough to completed tasks, making them visually distinct for easy tracking

Multi-language

Engage your end-users in their native language and support a global audience

Select the language you would like to view your content in by clicking the Multi-language dropdown.

Multi-Language for WalkMe Menu

Search Integrations

Easily find all the resources you need with our comprehensive search feature

By setting up the integration to search your existing knowledge base or support center resources, your users can easily discover relevant resources through menu searches. This integration ensures that your users have access to all the information they need, making it a valuable resource for them.

To enable a search integration, follow these steps:

1. Go to WalkMe Console
2. Select the Content category
3. Choose the Menu app

4. Choose the Integrations page

5. Choose a search provider integration

6. Click Setup

7. Fill out all of the Configuration Setup fields

8. Click Save

Search Provider Integration

Search behavior

The Pro Menu search bar uses the Player's (legacy menus) context-aware search algorithm to rank results, bringing Pro Menu search in line with the WalkMe Player.

Results are pulled from WalkMe content and any connected systems (such as ServiceNow, Salesforce Knowledge, or Workday), matched on name, description, and keywords. The algorithm applies contextual matching to return the most relevant results for the user's query.

To broaden what a search returns, add common search terms as keywords in the WalkMe Editor, under each content item's settings.

AI Chat

Get answers to your questions with AI for instant assistance

AI Chat enables users to interact with an AI-powered conversational interface to quickly find information and get answers to their questions. It integrates with company-specific knowledge sources to provide accurate and relevant responses in natural language.

WalkMe AI Chat [Unified Chat]

Resources and Tasks Tabs

Access your important WalkMe content

Resources and Tasks are created in the WalkMe Editor and are published to the new menu design in the Menu Organizer in the console

• Resources: includes a list of the WalkMe content including Smart Walk-Thrus, Articles, Videos, and Shuttles

• Tasks: includes a list of Onboarding Tasks for users to complete

WalkMe Menu Organizer

Learning Content

Surface contextual learning materials directly in the menu

If your organization uses WalkMe Learning Arc, learning content can appear in the Pro Menu based on the user's current page. Content is displayed under a dedicated learning banner and updates automatically as users navigate between screens.

To control which content appears and where, set up distribution rules in WalkMe Learning Arc.

Distributions in WalkMe Learning Arc

Help Desk Integration

Provide a direct link to your support site

If you have an existing support channel site, you can add a link to it directly into the new menu design menu. Support sites you may want to link to include:

• Open a Support Ticket

• Community Forum

• Knowledge Base

To activate Help Desk Integration and connect a link, follow these steps:

1. Go to the Settings page in the menu console app

2. Turn on the Connect your support site to menu toggle to provide a direct link to your support site from the menu footer

   Users who click on the link will open the support site in a new tab in their browser.

   • Label text: Enter a label name to appear at the footer of the menu

   • URL: Enter the URL of your support site

Help Desk Integration

Attribution label

Add a custom label, allowing you to display your company name or any desired text

To activate:

1. Go to the Settings page in the menu console app
2.  Turn on the Display attribution label toggle to add a custom label to your menu footer

Advanced Customization: jQuery and WalkMe Content Support

Pro Menu supports running WalkMe content (like Launchers and Smart Walk-Thrus) directly on its elements using jQuery selectors within the menu's frame. To enable this, we have added logical and consistent classes to all interactive parts of the menu.

How to Implement

When an element is captured via jQuery, the associated balloon, Launcher, etc... will appear inside the menu container.

1. Identify the element: Choose the menu component you want to target (see the class list)

2. Configure in editor: When creating a Launcher or SWT, use the jQuery selector option in the advanced settings

3. Enter the class: Copy the specific class name from the list below into the selector field

   • For a refresher on using selectors, see the jQuery Selectors Guide

4. Add custom data: For SWTs only, you also need to add the following to the custom data field in the Advanced settings:

   1. Open your Smart Walk-Thru in the editor

   2. Select the Settings icon

   3. Select the Advanced Settings tab

   4. Enter the {"runInMenu": "true"} in the Custom data field

Supported Element Class Names

Use these class names as jQuery selectors to target WalkMe Menu elements:

Technical Notes

• Multi-link Help Desk: Not supported
• Self-hosted: Supported

  • API Key Search Integrations are not supported for self-hosted systems

  • The self-hosted package is limited to a maximum size of 10 MB

• API Key Search Integrations: Not supported for self-hosted systems
• Package size limit: 10 MB maximum
• Allowlisting: The domain *.walkme.com must be allowlisted for the new menu design to work
• Tabs: Up to 9 total tabs supported (5 Help, 4 Tasks)
• WalkMe Editor compatibility: The Pro Menu is not displayed in the legacy WalkMe Editor design
• CSS customization: Not supported
  • Hiding the WalkMe logo and name is not currently possible, but it is available for Desktop Menu through Console Settings
• Animations: Appearance animations are not supported
• Empty menu behavior: The Pro Menu will not open if there is no content, unless other on-demand AI features are enabled
• Translations: Full translation support is in progress and expected in the Fall 2025 Release
• Uploads: Only .png uploads are supported when configuring the menu
• Mobile web is supported
• Tab behavior: Tabs only appear if there's content for the user to see
  • If a tab has no content or the user doesn't meet its segmentation criteria, the tab won't be shown

• Drag and drop: The Pro Menu is not able to be dragged and dropped within Oracle