Brief Overview

With the Joule integration, you can bring the power of Joule directly into your flow of work. The Joule integration with action bar extends the Joule experience across SAP and non-SAP applications, helping every user work more efficiently and confidently with AI. 

Key attributes: 

• Omnipresent: Available across all web applications, SAP and non-SAP

• Proactive: Anticipates user needs and recommends relevant actions

• Contextual: Understands user intent and environment for accurate assistance

• Unified: Creates a consistent AI experience across enterprise systems

Eligibility and access 

The action bar is available to any SAP customer with AI units, regardless of WalkMe license type. 

• Activation: Customers activate the action bar in SAP for Me

• Provisioning: Upon activation, if you don't have a WalkMe account yet, WalkMe provisions a restricted WalkMe account that includes limited console and editor access for managing the action bar

• Existing WalkMe customers: If a WalkMe environment already exists, provisioning aligns to the existing tenant automatically

What's included?

Builder tools:

• Restricted WalkMe access: Limited access to the WalkMe Console, Admin Center, and editor
• Action Bar console app: Configure locations, manage and create AI launchers
• AI Chat console app: Configure Joule for chat and action bar
  • Available only if the customer has a provisioned Joule tenant 
• Solutions Gallery: Download and publish out-of-the-box Joule skills launchers for the action bar
• Insights dashboard: The Action Bar Overview dashboard provides analytics on usage and launcher performance

End-user tools:

• Out-of-the-box AI launchers: Includes tools for writing, translation, summarization, formatting, and tone adjustment
• CX AI Toolkit integration: Optional connection to business-specific AI capabilities 

Capabilities 

The action bar comes with out-of-the-box actions like reading and writing assistance and the quick actions screen. In addition, builders in the organization can create and distribute more actions through the editor and console, and end-users can create their personal actions as well.

Capabilities:

• Launchers that trigger AI-driven actions

• Suggestions based on screen and behavioral context

• Compatibility with any web-based application

• Default onboarding flows and personalization options for end-users

Learn more about building:

AI-Enabled Action Bar Building in Console

Learn more about using the action bar:

How to Use the AI-Enabled Action Bar

Explore use cases:

Action Bar: Joule Integration Use Cases

Getting started 

Activation email 

After activation, the designated user receives a “Welcome to WalkMe” email with instructions to set a password for their restricted WalkMe account.

Once the account is set up, credentials can be used to access the WalkMe Console and configure the action bar and related AI integrations. 

• Access the WalkMe Console: 
  • SAP US Data Center

• • SAP EU Data Center

  • WalkMe US Data Center

  • WalkMe EU Data Center

Console onboarding 

When logging in for the first time, an onboarding wizard in the console guides builders through activating and configuring the action bar for their organization. 

Theming

By default, the action bar does not automatically match Joule's color themes. To ensure the action bar reflects your desired look and feel, manual customization is required by the builder.

How to apply custom themes

Learn how to customize your action bar's theme here:

Theming in the Editor and WalkMe Apps

• For easy branding, you can use Joule's primary color (#7521e5) when adjusting the theme

• The color of the chat header can be changed using the theming settings for the WalkMe Menu

FAQs

Have more questions? Check out the FAQ page:

Protected: FAQ: Action Bar EAC Joule Integration