The Pro menu and Pro Lite menu serve as the enterprise central hub of employee digital experience, providing a seamless experience across desktop, mobile and web platforms, resulting in improved efficiency and engagement.
The menus offer a sleeker design that can be easily customized through the console, without requiring CSS. Additionally, the menus incorporate advanced capabilities from Workstation, such as enterprise search and additional app integrations, while still supporting all existing menu capabilities and features.
The Pro and Pro Lite menus will retain all existing menu capabilities and features and also incorporate advanced capabilities that are currently found in Workstation, such as enterprise search, additional app integrations, and more.
In the following section, we will delve into all the new components of the menus.
1. Branding |
2. Multi-language |
3. Search integrations |
4. AI Chat |
5. Resources and Tasks Tabs |
6. Help Desk integration |
7. Powered by WalkMe |
Customize your menu with company colors and a logo
To begin customizing, follow these steps:
Open the WalkMe Editor on the the new menu design system and click the customize content style button
The button will open the dedicated branding page on the console. Note: This page does not appear in the Console left side navigation bar
Click Customize Branding
Click the Company logo dropdown
Drag & drop your image or click Upload File
Click Publish
Click the Brand color dropdown
Click the color box to select a header color
Click Publish
To change the header text, follow these step:
Click the Customize content style button in the WalkMe Editor
Click the Text tab
Enter desired title in Menu Title
Click Save and Publish Settings
Engage your end-users in their native language and support a global audience
Select the language you would like to view your content in by clicking the Multi-language dropdown.
Easily find all the resources you need with our comprehensive search feature
By setting up the integration to search your existing knowledge base or support center resources, your users can easily discover relevant resources through menu searches. This integration ensures that your users have access to all the information they need, making it a valuable resource for them.
To enable a search integration, follow these steps:
Navigate to the WalkMe Console Integrations page:
Search for your desired search provider integration
Click Setup
Fill out all of the Configuration Setup fields
Click Save
Get answers to your questions with AI for instant assistance
The AI Chat experience and capabilities may vary depending on whether you have the Pro menu or Pro Lite menu. Learn more in the AI Chat section.
Access your important WalkMe content
Resources and Tasks are created in the WalkMe Editor and are published to the new menu design in the Menu Organizer in the console
Resources: includes a list of the WalkMe content including Smart Walk-Thrus, Articles, Videos, and Shuttles
Tasks: includes a list of Onboarding Tasks for users to complete
Provides a direct link to your support site
If you have an existing support channel site, you can add a link to it directly into the new menu design menu. Support sites you may want to link to include:
Open a Support Ticket
Community Forum
Knowledge Base
To activate Help Desk Integration and connect a link, follow these steps:
Click settings cogwheel and select Help Desk in the WalkMe Editor
Click the toggle to turn on the integration
Add a Name and URL
Click Save
Acts as a direct link to the WalkMe site
White labeling is a PAID feature and is possible only with approval from Sales/Team Leader/CSM.
To skip or remove the link altogether, follow these steps:
Navigate to the WalkMe Analytics page
Click Powered by link to remove the link
Click Hide under Show powered by to remove the Powered by WalkMe text
The AI Chat is an innovative tool that allows your organization to provide instant and personalized support. The AI Chat experience and capabilities vary depending on whether you have the Pro menu or Pro Lite menu.
The Pro menu provides a comprehensive Unified Chat tool that brings together multiple features: ActionBot, AI Answers, and ChatGPT. This powerful tool offers valuable company-related information and support, allowing you to ask any question with ease. In addition to answering your queries, the chat offers next best actions such as WalkMe items (For example, Smart Walk-Thrus, shuttles, resources) or ActionBot conversations.
Toggle between modes
With the ability to toggle between your own company's internal AI and ChatGPT's external AI, you can enjoy the best of both worlds and make better-informed decisions.
Company AI
Easily access reliable information for your own company's sources and receive support. This AI chat uses our AI Answers technology. Learn more about how to set up Company AI here.
The Company AI uses AI Answers to respond to user queries and can also present users with next best actions to begin automated processes.
Company AI has three capabilities:
When creating your launcher in the WalkMe Editor, select the Open Chat option in the Action dropdown
ChatGPT
With ChatGPT integrated into the Pro menu, you can easily access public information from external sources to get quick answers to your questions.
The Pro Lite menu includes AI Answers, a tool used to boost productivity with AI-generated answers to user questions, based on customer-specific knowledge resources. You can deep dive further into your inquiries by starting full conversations with Knowledge AI to get the information you need.
To use, enter anything in the search bar.
Learn more about AI Answers here:
The header title can be up to 30 characters
Cycler custom search integrations are not supported
Multi-link Help Desk is not supported
Self-hosted is supported for the Pro Lite Menu only, and not on the Pro Menu (running and maintaining on customer's servers)
In order for the new menu design to work, the domain *.walkme.com needs to be allowlisted
There can be up to 3 Resources tabs
SelfHosted path does note support customizing branding
The pro menus will not be displayed in the old WalkMe Editor design
jQuery is not supported on Pro Menus