Brief Overview

AI-selected launchers help deliver the right next best action to users at the moment it's most helpful—providing assistance before users even know they need it.

Instead of tying a launcher to a single predefined action, builders can define a set of actions, and AI proactively selects the most relevant ones to offer based on user context at run time.

For builders, enabling AI-selected launchers requires very little setup. For Joule skills, builders can download preconfigured AI-selected launchers from the Solutions Gallery and publish them directly to the Action Bar from the WalkMe Editor. Builders can also create AI-selected launchers from scratch, enabling them to surface WalkMe content and other actions dynamically based on user context.

How It Works

Step 1: Getting Started

You can start by editing an existing launcher or creating a new one from scratch.

Create a new launcher

1. Open the WalkMe Editor

2. From the Create menu, select Launcher

3. Capture an element for your launcher

4. Select Save

5. You'll be redirected to the editor main menu

6. Return to the main menu and select your new launcher from the list

Make WalkMe content discoverable for the AI

To use WalkMe content in an AI-selected launcher, the content must be enabled for AI discoverability.

1. From the editor main menu, select the WalkMe item you want to surface
2. For Smart Walk-Thrus, click the Settings icon
3. Select the AI Discoverability tab
4. Turn on the Discoverable by AI toggle
5. Configure the AI context fields:
   1. Title: Enter the name that will appear as the action in the Action Bar
   2. Context summary: Describe when and why this content is relevant
      1. Purpose: Explain what this content helps users do or complete
      2. Recommended scenarios: List situations or triggers for when this content should be offered
      3. Click the Improve my summary button to enhance the context fields for better AI matching (optional)
6. Click Done

Step 2: Behavior Configuration

1. Location: In the launcher Behavior window, select Action Bar for the location

2. Action

   1. Select action: From the Select Action dropdown, choose Call AI Assistant

   2. Display type: Choose how to display the launcher

      1. Standard action: For everyday actions that stay visible

      2. Alert action: For important actions that appear only when triggered and display a red dot to grab attention

   3. Icon: Choose an icon

      1. Select an icon that matches your action

      2. Note: Icons are not available for Alert display types

3. AI Assistant

   1. Select mode: Choose between the following:

      1. Automatically with AI: AI scans the text source and selects the most relevant skill recommended

         • Use this when you want the launcher to adapt dynamically across different workflows, for example suggesting to summarize, translate, or rewrite depending on the content

      2. Select specific skills: Manually choose from the available skills list

         • • Use this option to define exactly which skill the launcher will trigger every time. It's ideal for predictable, repetitive use cases like “Summarize document” or “Search emails”

   2. Add assistant: Click the Add assistant button to choose which content to add to your AI launcher. You can choose as many assistants as you want

      1. Joule: Surfaces SAP joule skills content

      2. WalkMe: Surfaces standard WalkMe launchers (For example, a launcher that opens a Smart Walk-Thru)

         1. Hover over an assistant to edit the content list to control which items the AI can select from or to remove an assistant from the AI-selected launcher

4. Text source: Choose what content the launcher will act on

   1. All text on screen: Uses the entire page

   2. Selected element: Uses the element linked to the launcher, for whole page selection

   3. Element on screen: Activates when a selected element appears

   4. Highlighted text: Runs when users manually highlight text

5. Skill Prompt (optional): Add additional context for activating the selected skill

   1. The skill prompt field lets you guide the AI with extra context or instructions. This helps tailor the response to a specific need or business case

   2. For example, if the skill is Search Emails, you could add: “from suppliers this quarter.”
      Prompts like this make the AI's output more accurate and aligned with user intent

6. Ignore context (optional): Tick Ignore context if you don't want the launcher to use saved memory, page-specific context, or personalization

7. Select the Save & Close button

Step 3: Publish

1. Tick the launcher from the editor's main menu

2. Click Publish

Once published, users will see the launcher in the action bar, and it will automatically trigger AI skill recommendations when relevant.

Technical Notes

• Requesting specific AI Joule skills may require coordination with support