Work flows better with WalkMe.
The Action Bar console application is an app where builders and other DAP professionals can configure and customize the WalkMeX Action Bar experience for end-users. Here users can determine when and where the Action Bar is available and decide which actions will appear to users based on conditional logic.
The Action Bar offers out-of-the-box launchers and the option to make custom launchers, with user-friendly setup for effortless utilization of our AI features.
To access the Action Bar page, navigate to it by clicking on the Action Bar tab in the console navigation or use a direct link to the page:
US Database: WalkMe Console
EU Database: WalkMe Console
The Action Bar app features a welcome screen upon first opening. This screen includes an informational video about the app and its features.
Click Let's go to continue.
Action Bar Setup
The first setup screen is where you can gather more information about how Action Bar works, how it appears to users, and discover our out-of-the-box features.
Writing tool launchers
Improve Writing: Provides alternative text with improved grammar, wording, and structure
Change Tone: Adjusts the text tone according to the tone options menu
Sound neutral
Sound formal
Sound casual
Sound engaging
Make Shorter: Provides an alternative text that make the highlighted/captured text more concise
Make Longer: Provides an alternative text that expands on the highlighted/captured text
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 tool launchers
Summarize: Summarizes text into a shorter version retaining key points
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
After clicking Select Action Bar Locations, you can choose between two location settings options:
Click Save Settings to complete the Getting Started flow.
To remove the Action Bar from a location, you'll need to select a different menu for the system in the editor
The Action Bar page is a central hub for creating, managing, and previewing all of the launchers that you have created.
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All Launchers: A full list of published and unpublished launchers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 WalkMe(X) experience 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
Manage Columns 
Remove or add columns from the table.
Click the Manage columns icon
Select which columns you'd like to have in the table
Click Apply
Create Launcher
Click the create icon to create new launchers.
Settings
Click the Settings icon to do the follow:
Control preferences
Update Action Bar locations
Enable or disable onboarding for end-users
Learn more in the Action Bar settings section.
Preview
Click the Preview button to view how your launchers will appear and behave
Select a location
A list of connected launchers will display, along with a list of excluded, unconnected launchers to the system
Click Continue to select a tab
Select an open tab from the list or open a new tab
Click Preview
Get started by clicking the Create icon from the Action Bar page to open the “Create a launcher” side panel.
Choose where your launcher should appear by selecting a location type. Each type has compatible launchers.
Single Location: A launcher that will appear only on one specific system
Launchers will appear in the WalkMe Editor list
Supports element capturing and using text from page to trigger launcher
Compatible launchers:
AI Action
Menu
Tag Verification SINGLE LOCATION ONLY
Structured Summary SINGLE LOCATION ONLY
Multiple Locations: A launcher that will appear on multiple systems
Launchers made for multiple systems will not appear in the WalkMe Editor
Supports using text from page to trigger launcher
Compatible launchers:
AI Action
Menu
Universal Action Bar: A launcher that will appear on all sites and locations
Launchers made for universal will not appear in the WalkMe Editor
Supports using text from page to trigger launcher
Compatible launchers:
AI Action
Menu
Choose a launcher type to customize for your organization's needs.
AI Action: Create custom function powered by AI that respond to personalized prompt. By defining specific instructions, you can automate tasks, generate content, or analyze data tailored to your needs
Menu: Create a customizable list of launchers and folders to organize tasks, streamline access, and enhance workflow efficiency
Tag Verification: Use True/False logic to evaluate specific criteria. By employing color-coded tags--red for false, grey for no results, and green for true-- users can quickly assess data relevance. Additionally, highlighted text shows where relevant information is location on screen SINGLE LOCATION ONLY
LinkedIn Tags Summary Example
Console Build: In this example, the builder captured a LinkedIn page and created the following tags: C-level, Industry relevance, Mutual connections, and G2K
AI Action: The AI checks if these tags are present on the page based on “true” and “false” conditions set by the builder
Result: All tags were found and therefore are shown as green
The AI provides a brief quote from the page for each tag, along with the option to highlight its location on the page
All tag colors and meaning
Green: True
Orange: False
Grey: Undetermined
The following section provides an overview of the launcher type settings. Each launcher has three settings pages: Appearance, Behavior, and Visibility.
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
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.
Add knowledge source: Add knowledge sources to help end-users compare on-screen text with their policies and documentation using these sources in prompts
Improve my prompt: Enhance your prompt using AI
Undo/Redo: The undo reverts the last action, while redo reapplies an undone action
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 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
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
Ensure your launcher appears in the correct location and situation by managing display conditions and locations.
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.
Click the Settings icon to access the Action Bar settings or click the Settings page from the console side navigation.
Note: Action Bar settings are visible to all users, but only Admins can make changes
Define your Action Bar default language with the following options:
English
Japanese
German
French
Choose where the Action Bar should appear from two options:
Universal Action Bar: Appears on all sites and locations, and allows users to block specific app URLs if needed
Location-Specific Action Bar: Appears only on selected locations
Click Select All for the Action Bar to appear on all locations
Blocklisting prevents specific URLs from displaying the Action Bar.
To blocklist a URL:
Enter the domain in the Add new URL field
Click Add
Turn on the Display user onboarding experience to display the onboarding experience for new users.
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.
Customers must purchase WalkMe[X]
Editor access for capturing on-screen elements for element-based AI actions
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 can make changes
10 tag limit for Tag Verification launcher type
15 tag limit for Structured Summaries launcher type
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