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AI Chat in Console

Brief Overview

The AI Chat page in the console enables you to view and modify AI Chat configurations. This feature allows you to customize chat preferences, ensuring that your experience is tailored to better suit your individual needs.

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

Get to Know & Use

AI Chat Overview

AI Chat enables users to interact with an AI-powered conversational interface to quickly find information and get answers to their questions. It integrates with company-specific knowledge sources to provide accurate and relevant responses in natural language.

WalkMe AI Chat [Unified Chat]

Console Settings

1. Assign a bot

Optional Select a bot from the Assign bot dropdown to use its greeting message and suggestion.

  • You can edit the bot's greeting in Bot settings. Without a bot, AI Chat uses a default greeting and suggests ActionBot conversations.

2. Select tabs

Select the knowledge sources that will be accessible to your users:

    1. Both tabs Recommended

    2. Company AI: Company-specific knowledge

    3. Public AI: General knowledge

Company vs Public AI

  • Company AI is tailored to an organization's specific needs and integrates with internal knowledge sources. It is designed to provide accurate and relevant information based on the company's proprietary data, ensuring that employees can access business-critical information efficiently. This type of AI adheres to the company's security standards and is often used to enhance productivity, support, and decision-making within the organization
  • Public AI utilizes publicly available data and is accessible to a broader audience. It is not customized for any specific organization and provides general information based on a wide range of sources. Public AI is typically used for general inquiries and does not have access to proprietary or sensitive company data

3. Rename tabs

Optional Enter new names for the Company AI and Public AI tabs to suite your needs.

4. Publish 

Once you're happy with the customization changes, click Publish.

  1. Select an environment to publish to
  2. Click Publish

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