WalkMe Pro Menu

Brief Overview

Enable the Menu

1. Open the WalkMe Editor 
2. Click the Settings icon
3. Click Customize content style
4. Click the Menu tab

5. Select Pro

6. Click Save

Layout Settings

Builders can also set up layout settings to determine if the menu should be fixed to the scree, draggable, or both.

1. Click Settings

2. Click Customize content style

3. Click the Settings tab

4. Select a Menu type:

   1. Docked: Anchored to the screen (Old Pro)

      • Anchored to the left or right side of the screen

      • Always visible

      • Best for high-engagement environments and multitasking use cases

   2. Floating: A draggable launcher that opens the menu (Pro Lite)

      • Appears as a movable launcher icon

      • Opens the full menu on click

      • Best for lightweight or space-conscious designs

   3. User choice: Admins can allow users to choose

      • Allows users to toggle between Docked and Floating modes

      • Controlled via console configuration

Get to Know & Use

Components

Branding

Customize your menu with company colors and a logo

You can now customize the look of your Pro Menu directly in the WalkMe Console, under: Menu > Settings

This page lets you update colors, logos, and see a live preview of your changes — no coding needed.

What you can customize?

• Brand colors: Choose your primary, text, and neutral colors

• Header logo: Upload a custom logo for the top-left corner of the menu

Header logo guidelines

• Format: It's best to use a PNG format with a transparent background

• Size: At least 48X48 pixel, up to 500 KB size

• Color: Avoid using a white logo, as it won't be visible on the white background

• Type: Its best to upload a Logomark logo to ensure it's seen. For example:

To change the header text, follow these step:

1. Click the Customize content style button in the WalkMe Editor

2. Click the Text tab

3. Enter desired title in Menu Title

4. Click Save and Publish Settings

Multi-language

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.

Text & Multi-Language

Search Integrations

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:

1. Navigate to the WalkMe Console Integrations page:

   1. US Database
      

   2. EU Database

2. Search for your desired search provider integration

3. Click Setup

4. Fill out all of the Configuration Setup fields

5. Click Save

AI Chat

Get answers to your questions with AI for instant assistance

AI Chat enables users to interact with an AI-powered conversational interface to quickly find information and get answers to their questions. It integrates with company-specific knowledge sources to provide accurate and relevant responses in natural language.

WalkMe AI Chat [Unified Chat]

Resources and Tasks Tabs

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

WalkMe Menu Organizer

Help Desk Integration

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:

1. Click settings cogwheel and select Help Desk in the WalkMe Editor

2. Click the toggle to turn on the integration

3. Add a Name and URL

4. Click Save

Help Desk Integration

Powered by WalkMe

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:

1. Navigate to the WalkMe Analytics page

2. Click Powered by link to remove the link

3. Click Hide under Show powered by to remove the Powered by WalkMe text

Technical Notes

• The header title can be up to 30 characters

• Multi-link Help Desk is not supported

• Self-hosted is not supported for 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

• Up to 9 tabs in total can be added (5 Help, 4 Tasks) for Pro menu type

• The pro menu will not be displayed in the old WalkMe Editor design

• jQuery is not supported on Pro Menu