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

To access, select the Content category in the console, then select the Action Bar app.

• US Data Center

• EU Data Center

• SAP US Data Center
• SAP EU Data Center

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• All Launchers: A full list of published and unpublished launchers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• Drafts: A list of all unpublished and saved launchers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

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.

Click the Settings icon to access Action Bar settings, or click the Settings tab from the console side navigation.

• Settings are visible to all users, but only Admins can make changes

• Make sure to publish any changed settings

Appearance and behavior

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

Default Main Action

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

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

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

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

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: The Action Bar appears only on selected locations. Use the toggle next to each system to enable the Action Bar for that location. Click Select All to enable all locations at once
  • Each system card includes an AI toggle where you can turn on AI abilities in Action Bar per system

• • If your account does not have AI enabled, the toggle appears greyed out with a "No AI permissions" tooltip. Enable AI for your account here

  • Click Select All for Action Bar to appear on all locations

Onboarding

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

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

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