AI Chat Bots Setup

Brief Overview

Access

To access the AI Chat page, navigate to the ActionBot app in WalkMe console:

1. US Data Center: WalkMe Console

2. EU Data Center: WalkMe Console

How It Works

The AI Chat tab in the console allows you to configure and manage the chat experience across two main tabs: Chat Bots and Appearance.

• The Chat Bots tab lets you create and manage AI chat bots that power the chat interface, either as part of unified chat or as standalone independent chat bots

• The Appearance tab lets you control the look and feel of the chat interface, including welcome messaging and logo branding

Chat Bots Tab

AI Chat Bot

AI Chat Bot (also referred to as Unified Chat) brings multiple AI chat bots into a single interface, allowing you to create one cohesive chat experience for your users. Instead of requiring them to choose a specific assistant, AI Chat intelligently routes their question to the best chat bot based on the request's intent.

You can connect multiple chat bots—such as ActionBot, Company AI, and Public AI—under one AI Chat interface.

Key Benefits

• One interface, multiple chat bots

• Automated smart routing to the best source

• Maximize answer quality by leveraging all available chat bots

How to add chat bots to the AI Chat Bot interface

1. Under the AI Chat Bot section, click Create Chat Bot

2. Select the chat bot you want to configure from the Chat Bot Type dropdown

3. Enter a Chat Bot Name to label the chat bot in the chat

4. Click Save & Publish to activate the chat bot, or Save to make it a draft to configure it later

5. Once published, the chat bot will appear under AI Chat Bot, where you can click Edit, Disconnect, or Delete

Independent Agents

Independent Chat Bots let you configure and expose AI chat bots as stand-alone chat interfaces outside of the unified chat experience. This allows you to switch between different chat bots using a dropdown menu in the chat window.

Key Benefits

• Offers direct, isolated chat bot control

• Limit what sources your audience can access

• Test new chat bots before rolling them into the unified experience

How to set up Independent Chat Bots

1. Go to the AI Chat tab in the console
2. Under the Independent Chat Bots section and click + Create Chat Bot
3. Select the chat bot you want to configure from the Chat Bot Type dropdown
4. Enter a Chat Bot Name to label the chat bot in the interface
5. Click Save and Publish to activate the chat bot, or Save to configure it later
6. Once published, the chat bot will appear under Independent Chat Bots, where you can click Edit, Disconnect, or Delete

Appearance Tab

The Appearance tab allows you to personalize the AI Chat for each chatbot. You can customize the welcome message and company logo that appear in the chat window, helping create a branded and user-friendly interaction. Settings can be applied to the general AI Chat interface or to independent chat bots.

Welcome Message

1. Use the dropdown to select which chat bot you want to configure

2. In the Welcome Message field, enter a custom message (up to 50 characters) to greet users in the chat

Company Logo

1. Turn on the Company logo toggle

2. Under Company logo, click Upload or Replace image to set a logo for this agent

   • Adjust Opacity and Zoom sliders to fine-tune how the logo appears

Technical Notes

• Only one unified chat interface can be active at a time