Desktop Workstation Apps Overview
WalkMe Desktop and Workstation are comprised of several WalkMes apps to help you accomplish your business objectives. This article gives details about supported WalkMe apps and functionalities, features, properties, and whether they are fully, partially or not supported by WalkMe Desktop and Workstation.
Guide users through a process
Smart Walk-Thrus simplify the user experience by providing on-screen, guidance at the moment of need so that your customers can complete any task successfully. With simple step-by-step instructions provided in real time, you can guide users through all kinds of Desktop processes, such as teaching new employees how to add a lead or account to your CRM. Smart Walk-Thru use a new visual approach that clearly maps out the steps a user takes, similar to a flow chart. Walk-Thru Flows are easier to create and manage than classic Walk-Thrus while providing the same enterprise leading experience. Since this app isn’t captured on specific elements (it’s non-contextual) and doesn’t require any system to be open, it is supported regardless of the technology of the system which the user requires WalkMe content to be implemented on. Currently, the Main functionalities which are not supported are Peer Steps, Precision and Appearance tabs. Available for WalkMe Desktop.
Add contextual guidance to your Platform
Launchers are quick start buttons placed on your platform. Launchers can perform actions when clicked, such as play a Walk-Thru, Resource, Shuttle, or a set of Smart Tips. Launchers are highly effective at increasing user engagement with your Desktop platform and solving common interface problems. For users who may not be aware of the existence of support resources in the Desktop Player Menu, you can anticipate their challenge and put a Launcher directly where additional guidance may be needed. Available for WalkMe Desktop.
Add calls to action to your Platform
ShoutOuts are attention-grabbing messages that promote announcements and encourage interaction. ShoutOuts can be built with an action button that will launch another WalkMe item; with just one click the user can start a Walk-Thru, play a video or article Resource, activate a Shuttle to another page, or open the Player Menu. ShoutOuts can be promotional, in order to show off a new product, feature, or a prize! In a CRM setting ShoutOuts can be used to inform users your platform will be going down for maintenance or remind your employees to log activity. Since this app isn’t captured on specific elements (it’s non-contextual) and doesn’t require any system to be open, it is supported regardless of the technology of the system which the client wants WalkMe content to be implemented on. AutoPlay Rules are available for ShoutOuts, and currently contains the following conditions, On-Screen Element and User Data > WalkMe Data. Available for WalkMe Desktop and Workstation.
Place guidance and support on forms
SmartTips help address a certain process or form on your Desktop Platform where users often make mistakes due to lack of sufficient instruction on the page. SmartTips are ideal for addressing problematic forms. SmartTips can be used for guidance on how to enter details: They provide additional information to what’s on the page or an input field and real-time feedback on input before form submission. Available for Desktop only, SmartTip Validation is not supported.
Incorporate existing articles and videos
Resources are shortcuts to articles or videos you have already created. These can be incorporated into the Desktop Player Menu in the short term until a Smart Walk-Thru is ready, or permanently to add additional depth or address issues that cannot be easily explained in a Walk-Thru. With Resources, you can explain new policies or show or demo a new feature. The Resources app opens a Chrome window which loads the selected web articles or videos. YouTube videos are played according to the end user’s permissions, i.e., if YouTube won’t play a video in the end user’s browser, it won’t be played in the Resources window as well. Vimeo videos are currently not supported in Desktop, and cannot be played – A flash player should be installed on the client’s computer to support this. Available for WalkMe Desktop and Workstation.
Train new users with ease
Onboarding is a to-do list for your users. Onboarding Tasks enable users to see their progress as they move through the tasks, gamify the experience and pushing them to complete more Tasks and engage with WalkMe. Onboarding can be used to train new hires on a series of tasks or help inform users of widespread changes in your platform. When activated for new users to your platform Onboarding can help you showcase your platform’s best features, and get users converted! Currently, on Desktop complete goals are not supported. Available for WalkMe Desktop and Workstation.
Add Bookmarks to frequently used pages
Shuttles are efficient shortcuts to other pages, much like a bookmark. These can be incorporated as links into the Desktop Player Menu to provide quick and easy access to these locations. Once a user clicks a Shuttle they will be redirected to the URL provided. The new page can load in the same window or a new tab. Shuttles enable you to provide access to frequently used reports that your users need, share templates or resources not hosted on your platform, or even take users directly to a sign-up page. Shuttles are supported in WalkMe Desktop. Available for WalkMe Desktop and Workstation.
Link directly to your support platform
Help Desk Integration provides a direct link to your support platform from inside the WalkMe Desktop Workstation Widget (Player Menu). By including a support platform in the Widget if end-users look for support in the Desktop Player Menu and do not find the information they are looking for, they navigate to it with just one click. Supported the same as in WalkMe Web. End-user events are not reported to the Events Collector, which means that Help Desk events are not available on Insights. Available as a custom solution for selected platforms on WalkMe Desktop and Workstation.
Enable users to complete tasks and answer questions with ease
A WalkMe ActionBot is a chat interface that end-users interact with to complete tasks and answer questions. ActionBot can run all Workstation supported processes: Walk-Thrus, Shuttles (with permalinks), Resources, and ShoutOuts. ActionBots, created in WalkMe Workstation / Desktop, determine what the user needs to complete, or their intent. Based on this information, an ActionBot can select the correct conversation.