Introduction to Action Bar

Brief Overview

The WalkMe(X) Action Bar is an expanding widget that delivers proactive, in-the-flow assistance. It opens into a panel that offers a wide range of pre-built and custom AI-driven actions to support users exactly when they need it—without requiring any prompting.

With a growing list of tools like “Help me write,” reading and writing assistants, workflow suggestions, and customizable launchers, the Action Bar empowers organizations to create intuitive, context-aware digital experiences that boost productivity and reduce friction.

Use Cases

• Empower users with in-the-moment support through pre-built writing tools, smart suggestions, and custom workflows

• Boost content adoption by surfacing WalkMe items directly where work happens—no need to open menus or request help

• Build once, deploy across systems using flexible launcher tools in both the WalkMe Editor and the Action Bar console app

Using the Action Bar

When your users see the Action Bar on-screen, they'll access the pre-built actions, workflow suggestions, and tools you've made available to them. These include:

• Writing tools: Adjust tone, improve grammar, rewrite in different formats

• Reading tools: Summarize, translate, or clarify complex content

• Workflow tools: Trigger contextual automation or support actions

• WalkMe content: Access Smart Walk-Thrus, ShoutOuts, and more

• Help me write: Generate AI-powered content from scratch using user input

• Custom actions: Create personal actions that are only visible to the user who created them

• Memory: Store useful information to improve AI results and reduce repetitive input

• Onboarding: Receive a guided walkthrough of the Action Bar's features when first interacting with it

Learn more about each of these feature and more: 

How to Use the Action Bar

Building the Action Bar

The Action Bar is built using the Action Bar Console application, and there are some building features available in the WalkMe Editor when creating launchers.

As a builder, you control what appears in the Action Bar for your users. You can create and manage organizational launchers, configure default tools, and define where and when actions appear.

In the WalkMe Console

• Create and manage launchers across all systems

• Choose from AI actions, structured summaries, menus, and validation rules

• Set display conditions based on user segments, page context, or system location

• Preview, publish, and monitor launcher usage in the Launchers Overview table

Action Bar Building in Console

In the WalkMe Editor

In the WalkMe Editor, you can also create new launchers to add to the Action Bar.

1. Go to the Interactions tab in Launcher Options

2. Select In Action Bar for the Launcher's location

3. Optional: Select Add a menu in Action Bar for the action

   1. This will create a menu with multiple launchers within it

4. Optional: Check the Alert indication box to have a red point icon displayed on the launcher in the Action Bar

5. Click Save