Action Bar Building in Console

Brief Overview

The Action Bar console application is an app where builders and other DAP professionals can configure and customize the WalkMe^X 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.

Access

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

Getting Started

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.

• Set locations: Click Select Action Bar Locations to define where you want the Action Bar to appear for your users
• Appearance: The Action Bar widget is replacing the original WalkMe Widget that opened the WalkMe Menu.
  • Click the Widget and Menu toggles to view the appearance changes
• Pred-efined actions: Out-of-the-box launchers will be available after you set your locations

After clicking Select Action Bar Locations, you can choose between two location settings options:

• Universal Action Bar: Action Bar will appear on all sites and locations, and you can specify any app URLs you want to exclude
• Location-Specific Action Bar: Action Bar will appear only on selected locations from a list of all your existing systems in your account.
  • Select which locations you would like the Action Bar to appear
  • Click Select All for Action Bar to appear on all locations

Click Save Settings to complete the Getting Started flow.

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• All Launchers: A full list of published and unpublished launchers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• Drafts: A list of all unpublished and saved launchers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

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. Page buttons

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

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

How to Create a Launcher

Get started by clicking 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 by selecting a location type. Each type has compatible launchers.

1. 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

2. 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

3. 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

Step 2: Select a Launcher Type

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

• Structured Summary: Organize and present key information in a format that allows for quick digestion. Additionally, highlighted text shows where relevant information is located on screen SINGLE LOCATION ONLY

Step 3: Complete Launcher Type 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

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.

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.

Action Bar Settings

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

Preferences

Define your Action Bar default language with the following options:

• English

• Japanese

• German

• French

Locations

Choose where the Action Bar should appear from two options:

1. Universal Action Bar: Appears on all sites and locations, and allows users to block specific app URLs if needed

2. Location-Specific Action Bar: Appears only on selected locations

   1. Click Select All for the Action Bar to appear on all locations

Blocklist URLs

Blocklisting prevents specific URLs from displaying the Action Bar.

To blocklist a URL:

1. Enter the domain in the Add new URL field

2. Click Add

Onboarding

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.

• End-users will also have the ability to replay the onboarding guide from their Action Bar settings

Technical Notes

Prerequisites

• Customers must purchase WalkMe[X]

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

• Action Bar console app supports extension deployments, not snippet-only implementations

  • Multi-location launchers require the extension and are not supported with snippet-only implementations

  • The Action Bar console app requires an extension implementation. Single-location launchers (AI Actions) will still be available via the editor only

• Minimum extension version: 4.0.185

  • Minimum extension version for Universal Action Bar: 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

• 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