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About ActionBot Web Integration

Updated on January 14, 2021 Download PDFDownload as PDF
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Brief Overview

This article explains how to build a Web Integration with WalkMe ActionBot.

With ActionBot, you can enable an ActionBot conversation’s ending-action to connect to a separate Editor System to collect conversation parameters and then run automated Smart Walk-Thrus on a Web application, such as Salesforce.

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:

  • Multi-System Account is required – The Editor system must be on this account as well
  • The end-user must be logged in to the Web application for the integration to succeed in playing
  • The WalkMe Editor must be closed while testing
  • The ActionBot and Automated Smart Walk-Thru must be published to the same environment
  • Self-hosted accounts are not supported

Creating an Automated Process

Once you have ActionBot enabled by your Account Manager, you have the ability to run an automated process to a web application. This can provide many functional uses, including allowing you to fill a support ticket automatically.

Configuration Guide:

  1. Web Editor Automated Smart Walk-Thru (ASWT) configuration:
      1. First, within a Multi-System Account’s Web Editor, create an Automated Smart Walk-Thru
      2. Create Automated Steps set to “Fill” require a dynamic conversation parameter in this format:
        •  $(parameter_name)
        • Copy and document each Automated Fill Step’s dynamic conversation parameters, you’ll need it later
      3. Once the Automated Smart Walk-Thru is complete, copy and document its permalink, you’ll need it later 

     

    1. Next, change the Storage Manager settings to:
      • Cross Domain – Proxy > Standard
    2. Publish your Automated Smart Walk-Thru to the same environment as the Workstation
  2. ActionBot configuration:
    1. Switch the account from the Web Editor to the Editor System with the ActionBot via the System Switcher
    2. Within the Editor, change the Item’s dropdown to ActionBot
    3. Within the ActionBots App, add a new Bot
      • Note: Workstation may only contain ONE ActionBot with multiple Conversations
    4. Next, Create a Conversation
    5. Add Conversation Questions as needed
    6. End the Conversation with an Added Action
    7. Name the Action
    8. Next, set the Added Action Type to “Web Integration”
    9. Next, from the Web System dropdown, select the Editor Web System from the MSA Account to Integrate with
    10. Now, input the Destination URL for the Action’s redirect
    11. Then, input the SWT’s Permalink from the selected Editor Web System
    12. Under the “Data the Web Integration 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
  3. Now, click Save Action to Conversation
  4. Publish the Bot and Conversation to the same environment as the Web Smart Walk-Thru
  5. Enjoy Automated Processes 🤖

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