ActionBot for Workstation and Desktop

Updated on October 21, 2020 Download PDFDownload as PDF
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Brief Overview

This article explains how to build a WalkMe ActionBot for Workstation and Desktop.

A WalkMe ActionBot is a chat interface that end-users interact with to complete tasks and answer questions. ActionBot can run all of the following supported processes: Smart Walk-Thrus, Shuttles (with permalinks), Resources, and ShoutOuts. ActionBots, created in WalkMe Workstation / Desktop, determine what the user needs to complete, or their intent. Based on this information, an ActionBot can select the correct conversation.

To learn more about what the WalkMe ActionBot is, visit our article What Is the WalkMe ActionBot?  

You can also read more about building ActionBots here.

Please note:

  • Currently in Beta – please contact your Account Manager to learn more
  • Supported only on client versions V5.9 and above
  • Supported only when using the latest menu
  • Only one ActionBot per Workstation / Desktop account is supported
  • Multi-language is not supported
  • Self-hosted accounts are not supported

Steps For Building a Bot

  1. Contact your Account Manager to have ActionBot for Workstation / Desktop enabled
  2. Click the WalkMe apps dropdown triangle and select the ActionBots app:
  3. In the ActionBot builder, click on Bots in the left sidebar and add a Bot
    • Note – you are only able to add one Bot per Workstation / Desktop account
  4. Build your Bot, allowing ActionBot to run the following supported processes:
    • Smart Walk-Thrus
    • Shuttles (with permalinks)
    • Resources
    • ShoutOuts
  5. Publish your ActionBot and enjoy using it for Workstation and Desktop
Please note:

Not all ActionBot features will be available for Desktop and Workstation

Creating an Automated Process

Please note:

  • Multi-System Account required
  • End-users must be logged into the web application to succeed in playing Automated Smart Walk-Thrus
  • The WalkMe Editor must be closed while testing the integration
  • The Workstation Bot and Shuttle must be published to the same environment as the Web Editor’s Automated Smart Walk-Thru

  1. Contact your Account Manager to have ActionBot for Workstation / Desktop enabled
  2. In the Web Editor create an Automated Smart Walk-Thru
  3. Set the Automated Action to “Fill Text” and require a dynamic conversation value in this format: $(parameter_name)
  4. Once the ASWT is complete, copy the permalink and save it somewhere, you will need it later
  5. Switch to the Desktop / Workstation Editor and create a shuttle
  6. Set the Shuttle’s Destination URL as:
    Destination URL + Web Editor System’s ASWT permalink
  7. Create a new Bot and take note of the Bot ID – Your Account Manager will need it later to complete the configuration. Note that only one Bot per Workstation / Desktop account is currently supported
  8. Create a conversation with conversation questions, as needed
  9. End the Conversation with an Action
  10. Set the Added Action Type to “Play Shuttle” and choose the Shuttle that you previously created containing the Destination URL + Web Editor System’s ASWT permalink
  11. Under the “Data the Shuttle Requires” section:
    1. From the dropdown, reference the Conversation Question
    2. Within the input labeled “Name as,” add the matching dynamic conversation parameters applied to the corresponding Automated Fill Step you previously created in the Web Editor
  12. Save the Conversation ID and give this to your Account Manager, along with the Bot ID, for them to complete the configuration – Enjoy Automated Processes 🤖

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