WalkMe Menu Overview

Last Updated July 1, 2024

Brief Overview

The WalkMe Menu is designed to be the central hub for employees, providing easy access to various WalkMe content (such as Smart Walk-Thru, resources, and shuttles) and onboarding tasks.

Depending on which menu you have access to and install, you'll receive a more extensive range of capabilities -- AI Chat, search integrations, personalized branding and more.

Use Cases

Accelerate training

Give users a clear and straightforward path to complete training. For example, create a task list with all tasks necessary for a new employee to get started such as creating a profile, reading about company policies, signing up for HR benefits, and setting up an expense account.

Improve conversion

End customer confusion and make your product attractive and simple. For example, create a checklist that shows off your product's features and drives customers to action.

Promote product adoption

Enhance the customer experience and increase loyalty by boosting engagement with your site. For example, create a checklist that takes the user through all the necessary processes to get started.

AI expansion strategies

When organizations are looking to expand the use of AI within their digital transformation strategy. Organizations can increase employee efficiency and productivity by enabling them to find answers to their questions quickly and easily.

Streamline search

Effortlessly integrate search results from support centers, knowledge bases, and external video hosting sites with WalkMe's Search Integration.

Get to Know and Use

Terminology

Menu: Refers to the employee central hub and/or list of tasks and content visible to your users
Widget: Refers to the icon that opens the Menu

Available Menus

The capabilities you receive depend on the menu that you have access to and install. The Pro and Pro Lite menus provide the most extensive range of capabilities.

Alternatively, you can choose a menu that only includes tabs for listing your WalkMe content and onboarding tasks.

Menu Options	Access
Pro	Available only for WalkMe[X] customers
Pro Lite	Available only for AI Answers customers
California, Ireland, Penguin	Available for all customers

Pro and Pro Lite

Includes branding capabilities, multi-language support, search integrations, AI chat, and more

California, Ireland, and Penguin

Choose between three menu styles, includes WalkMe content and onboarding tasks

How to Build

For an overview of the Menu Organizer, check out this article.

Ready to start building your menu?

Please note that the Pro Menu is available for WalkMeˣ customers and the Pro Lite is available for AI Answers customers
The WalkMe Menu: Getting Started Guide has step-by-step instructions on how to build and customize your WalkMe Menu in the console and WalkMe Editor

WalkMe Pro Menu & Pro Menu Lite

To create a checklist for training purposes that can be access on the menu, check out the Onboarding Tasks: Getting Started Guide.

🎓 Digital Adoption Institute

View the Menu Organizer course in the DAI
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