AI SmartTips is a powerful tool that dramatically improves the data quality of open-text form fields by leveraging generative AI to evaluate responses in real-time and suggest text improvements.
Open-text fields can pose significant challenges for ensuring data quality. To avoid this, teams can use a validation rule to establish criteria for valid inputs, accessible via the WalkMe Editor and UI Intelligence in the console. This helps reduce human error, improve data quality, and increase productivity while reducing the costs associated with poor data quality.
AI SmartTips is powered by generative AI technology, specifically LLM models (such as Azure OpenAI), to analyze user behavior and deliver personalized suggestions that streamline goal attainment. The tool maintains WalkMe's high-security standards, safeguarding user data and maintaining privacy.
Easily create AI SmartTips by setting up a validation rule. A validation rule is a set of requirements for data entered into an open text form field. AI SmartTips can be created from either the WalkMe Editor or UI Intelligence in the Console.
In this section, we'll go over how to create AI SmartTips and other capabilities.
Navigate to the URL where the form is located
Create a SmartTips Set in the WalkMe Editor (if you have not already done so)
Click the + button to add a SmartTip
Capture the text field where you would like to add the AI SmartTip
5. Select the Validation SmartTip type
6. Click Done
7. The validation rules screen will appear
8. Select AI validation (custom) from the Validation Rules dropdown
9. Optional: Edit the Guidance SmartTip text for the guidance tooltip
The guidance tooltip appears when users hover over the AI SmartTip icon
10. Enter the validation logic
The validation logic should explain to the AI what should be a valid entry description and constraints for the field
Tick the Generate suggestion with AI
*Optional: Edit the Success Indication
Click Done
The Preview feature allows users to experience the end-user perspective. The validation preview has two mode:
Preview Mode: Users can view how Invalid, Success, and Guidance messages will be displayed to end-users
AI Playground: By entering text into the input field, users can test their AI SmartTip and observe how the AI responds. How to use:
First you must enter the Validation logic to activate the AI Playground
Enter your input in the AI Playground text field
Click Validate
Select the form you'd like to add an AI SmartTip
Click Add SmartTip
Select AI Validation from the dropdown
Capture the text field where you would like to add an AI SmartTip
The Create AI SmartTip sidebar will appear
Type a name for your SmartTip
Type a validation rule
*Optional: Customize AI SmartTip messages (see in next section)
Click Create
AI SmartTip messages are displayed as pop-up text boxes to provide guidance, validation, and success feedback to end-users for data entry. To customize messages, click the AI SmartTip messages dropdown in the Create AI SmartTip sidebar.
Users can customize the following texts of messages:
Guidance text: This message will display when the user hovers on the AI SmartTip icon
Validation message: This message will be AI-generated by the based on how the user's entry aligns with the validation rule, or can be a custom message that will display for insufficient user input
Success message: This message will display when the user enters a valid entry
The AI Playground feature allows users to experience the end-user perspective. By entering text into the input field, users can test their AI SmartTip and observe how the AI responds.
How to use:
First you must enter a Validation rule to activate the AI Playground
Enter your input in the AI Playground text field
Click Validate
SmartTip behavior dictates when and how SmartTips appear to users. Most behaviors are automatic, except for the purple blinking state, which builders can control in the WalkMe Editor.
Before text is inputted to the field
An AI SmartTip without any input is a regular SmartTip, providing information when hovered over
When a user starts typing and clicks outside the field or on the SmartTip, the AI evaluates the input and the SmartTip will have a color state
Green state
Green indicates that the input is "Well written" and meets the validation rule for the AI SmartTip
An AI SmartTip turns green after a user types in the input field and then exits or clicks on the AI SmartTip
Red state
Red indicates that the input needs improvement and does not meet the validation rule for the AI SmartTip. The AI will generate a suggestion to the user to improve the input
Additionally, if the user has the Action Bar enabled, they can use it to generate and improved input using AI
No blinking: A static red state without blinking occurs when the user typed in the input field and then clicked on the AI SmartTip
Blinking: A blinking red state occurs when the user types in the input field, clicks out of it, and does not click on the AI SmartTip
The red state blinks twice to draw the user's attention, encouraging them to improve their input with the AI SmartTip's suggestion
Purple state
Purple does not indicate if the user input is good or needs improvement (passed the validation check or not) but instead is meant to grab the users attention to make sure that the user evaluates the input before submitting
An AI SmartTip turns purple and blinks if the user paused while typing
Best practice: Use the purple state when it is the last field in a form or if there is only one input field. This ensures the user evaluates the field before clicking submit
Try to answer the following questions when filling in the validation logic:
Give details about the field context
Think about what qualifies as a valid user input in your view
Add the typical length of an input for this field
Define what would be considered incorrect or invalid input
Identify the essential data that should be included in the response
Scenario: This field is part of a ServiceNow “Report a Bug” form, which is an IT platform asking a user to fill out a form to solve an issue. A validation logic rule is needed for the field - “Please describe the issue”
Criteria that qualifies as a valid user input:
A detailed explanation of the issue faced by the end-user
Mentions any error messages or codes received and steps to reproduce the issue
Provides clear, concise, and relevant information about the issue
2 sentences at least
Incorrect or invalid input: vague descriptions, irrelevant explanations, unclear details, and inappropriate language
Follow these guidelines to ensure efficient issue resolution and support. All of these tips will be available to customers in a dedicated DAI Course.
Prerequisites
Access to UII if creating in the Console
Limitations
Generates up to 5 suggestions
Supports only English (Currently, our capabilities are limited to English content)