Brief Overview

Deliver a seamless software experience with WalkMe Desktop In-App Guidance. By deploying the WalkMe Menu on your desktop, you can trigger strategically timed and positioned popups directly within any application window. This ensures users complete tasks efficiently across your entire software suite while initiating help exactly when they need it.

How It Works

Set in-app guidance conditions

Use Switch to Frame rules to define when a Smart Walk-Thru plays in-app and specify which application it targets. Once you define these rules, all subsequent steps in the Smart Walk-Thru appear inside the specified application.

Set a rule for in-app playback:

1. Select Set Condition
2. Select App in Focus
3. Choose the identification method:
   • ProcessName: Options include Any Process Name, Process Name Is, Process Name Like
   • AppTitle (optional): Options include Any Application Title, Application Title Equals, Application Title Like

Configure balloon appearance

Define how popups appear within the application window to match your UI.

• Location settings: Determine if the balloon appears inside or outside the application boundaries
• Size settings: Adjust the balloon dimensions to fit the application UI
• Boundary control: All content remains within the application window boundaries

Find the process name

1. Open the Windows Task Manager
2. Press CTRL + Shift + ESC on your keyboard
3. Locate the application and copy the process name from the Name column

Find the application title

1. Open the desktop application
2. Copy the exact application title written in the top title bar

Stop playing in-app guidance

In-app guidance stops when an App Not in Focus rule is applied to the Switch to Frame step.

1. Select Set Condition
2. Select Add Rule
3. Select App Not in Focus

Note

Any popup steps that follow will play as usual (not in-app).

Demo video

Technical Notes

General notes

• Once a Smart Walk-Thru starts playing in one window it will not play in another until the first Smart Walk-Thru stops
• Only popup steps are supported
• If multiple processes with the same name are running, WalkMe uses the one currently in focus

Target identification

Process Name Is

• Works with or without the .EXE extension
• Not case sensitive
• Use Process Name Is for the most reliable targeting

Process Name Like

• Use the wildcard * before or after the name to account for variations
• Not case sensitive

Any Process Name

• Requires the application title

Desktop In-App Guidance

Provides popup guidance on top of any desktop application.

• Supported items: Smart Walk-Thrus, popup steps, and resources
• Deployment method: WalkMe Menu for Desktop
• Balloon positioning: Any location in the application window

Desktop Guidance for SAP

Provides contextual guidance for SAP ECC.

• Supported items: All
• Deployment method: WalkMe Menu for Desktop
• Balloon positioning: Attached to on-screen elements