Brief Overview

AI SmartTips improve your organization's data entry by providing real-time suggestions to guide employees in improving their entries in free text fields.

With its AI capabilities, this tool enables builders to create AI SmartTips by setting up a validation rule that specifies the criteria for a valid input. AI SmartTips can be created from either the WalkMe Editor or from UII in the console. AI SmartTip is now the default SmartTip type for all customers.

Powered by Generative AI

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.

Use Cases

• When organizations are looking to expand the use of AI within their digital transformation strategy
• Increase employee efficiency and productivity by streamlining form completion
• Improve data quality and productivity while reducing costs associated with poor data quality

How It Works

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.

Create from the WalkMe Editor

1. Navigate to the URL where the form is located

2. In the WalkMe Editor, click the + button

3. Select SmartTips Set

4. Click the + button to add a SmartTip

5. Capture the text field where you would like to add the AI SmartTip

6. Enter a name for your SmartTip (internal only)

7. The AI SmartTip type will be selected by default when capturing input fields

8. The Both tab is selected by default

   1. For new sessions, when you capture an input field, the capture popover defaults to an AI SmartTip with the Both tab selected

   2. Within the same session, the last-used SmartTip type and tab are pre-selected

   3. Guidance and Validation tabs are still available, but clicking them will switch the AI SmartTip into a regular SmartTip type

9. The SmartTip text field is pre-filled with: “Hello, I'm an AI assistant that generates suggestions in real-time. Complete and exit the field for a suggestion.” You can edit this text to fit your use case

10. Click Done

11. The SmartTip Behavior screen will appear

12. Enter the Validation Logic: explain to the AI what constitutes a valid entry, including a description and any constraints for the field

13. Edit the Guidance tooltip from the SmartTip text field

    1. The guidance tooltip appears when users hover over the AI SmartTip icon

       Tip

       The guidance tooltip's purpose is to introduce the AI assistant and provide instructions for accessing AI suggestions. Make sure that the text you write for the tooltip accurately reflects this purpose.

14. You can skip over the validation rules and text as this is performed through the Validation logic

15. Tick the Generate suggestion with AI

16. Edit the Success indication (optional)

    • The success text appears after a user's input was validated and found true.

17. Click Done

Preview

Preview the guidance, validation, and success messages in the right-hand panel.

Prompt playground

Simulate the end user experience using the prompt playground:

1. Click Simulate next to the Validation logic field

2. Enter the text an end-user will write

3. Click Generate answer

Create from UI Intelligence in the Console

Create a Validation Rule

1. Select the form you'd like to add an AI SmartTip

2. Click Add SmartTip

3. Select AI Validation from the dropdown

4. Capture the text field where you would like to add an AI SmartTip

6. The Create AI SmartTip sidebar will appear

7. Type a name for your SmartTip

8. Type a validation rule

9. *Optional: Customize AI SmartTip messages (see in next section)

10. Click Create

Customize the AI SmartTip messages

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

AI Playground

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:

1. First you must enter a Validation rule to activate the AI Playground

2. Enter your input in the AI Playground text field

3. Click Validate

AI SmartTip Behavior

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.

1. 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

2. 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

3. 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

4. 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

     • The purple state must be manually enabled in the WalkMe Editor when creating an AI SmartTip

   • 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

Validation Logic Tips

Try to answer the following questions when filling in the validation logic:

1. Give details about the field context

2. Think about what qualifies as a valid user input in your view

3. Add the typical length of an input for this field

4. Define what would be considered incorrect or invalid input

5. Identify the essential data that should be included in the response

Example of successful Validation Logic

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.

Tip Tuesday Video

Technical Notes

Prerequisites

• Access to UII if creating in the Console

UI Intelligence: How to start your free trial

Limitations

• Generates up to 5 suggestions

• Supports only English (Currently, our capabilities are limited to English content)

Disable AI SmartTips

If you prefer not to use AI SmartTips, you can select SmartTip from the SmartTip type dropdown at any time during capture. To disable the feature entirely, contact your CSM or WalkMe Support.

SAP users

SAP users will have to enabled AI on their account and sign the WalkMe AI terms and conditions.