How To Build an ActionBot

Step 1 - Open ActionBot App

In the WalkMe Editor, click "ActionBots" from the All Items Menu

Step 2 - Choose Bots In The Sidebar

Make sure Bots is selected in the menu.

Step 3 - Add a New Bot

Click on the "ADD NEW BOT" button.

Step 4 - Mandatory Fields

Fill in the following mandatory fields:

Name -

• This serves as an identifier for you, end-users will not see this name

Greeting Messages  -

• The bot will greet the end users with this message
• Once the greeting message is displayed, the bot try's to match a conversation to the end-user's input
• If more than one greeting message is entered, the bot will choose a greeting message randomly

Tip: The message should also have a call-to-action like "How can I help you today?" to encourage the end- users to write what are they looking to do using the bot.

Greeting messages are limited to 255 characters.

Message When No Matched Conversations -

• This message will appear if the bot couldn't understand which conversation matches the end-user input
• Once this message is displayed to the end user, the bot will continue to try and match one of its assigned conversations to the end-user's search
• If more than one message is entered, the bot will choose a message randomly

Tip: The message should also have a call-to-action to encourage the end- users to write what are they looking to do using the bot.

Step 5 - Assign Conversations

Assign all conversations that are relevant to the Bot.

The bot will try to match one of its assigned conversations to the end-user's input.

• On publish, a validation will occur to ensure that at least 1 conversation is assigned to the bot
• Make sure that the bot and its assigned conversations are published to the same environment in order to see them in the bot
• Tags within the Bot Settings page are now color-coded and reflect the Conversation's publish status

Tip: If only 1 conversation was assigned to the bot, the bot will start directly from its assigned conversation skipping the stage of showing the greeting message and searching the right conversation

Customize Suggestions Layout -

You can customize how a Bot's list of suggested conversations appears to your end-users. You can choose from:

• A single-column layout
• A two-column layout
• A three-column layout
• A four-column layout

Step 7 - Initiators Settings

Assign Launcher

Click to assign Launchers that will trigger the ActionBot.

• A Launcher can only trigger one bot
• Before you can add the Launcher to the Bot, the Launcher must be assigned Action = Open ActionBot, have your desired Bot chosen, and, if appropriate, your desired Conversation selected (OPTIONAL)
• If selecting a Conversation, check the Start a conversation checkbox and select a Conversation from the Conversation dropdown menu

Tip: Use segmentation on the launcher in order to trigger different bots to different end-users

Assign Permalink

• Allows the ActionBot to open upon page load

Disable ActionBot Restore Dialog

• Toggle on to disable the end-users ability to continue a conversation after closing the ActionBot interface

Step 8 - Save / Publish Bot

Save - 

• Click the Save button to save your changes
• The changes will only apply to your end users once you'll publish the bot

Publish -

• After the first save, you are able to publish the bot
• Publishing also saves your recent changes and a validates that all mandatory fields are filled and a launcher was assigned

• Choose which environment you would like to publish changes
• You can publish and unplublish the Bot at any time
• An indication if something has changes since your last publish is available

 Please note: Publishing the Bot will not effect anything on other items already published in WalkMe.

• You can switch environments with the Environment dropdown.
• The Status of the Bot will be shown in the status column.