WalkMe Menu Overview

Brief Overview

The WalkMe Menu serves as a central hub for employees, bringing together everything they need—updates, resources, training, onboarding, self-service support, and access to WalkMe content—within a single, unified interface across web, mobile, and desktop.

Depending on the menu you choose and install, you can extend its capabilities even further with AI Chat, search integrations, personalized branding, and more.

Use Cases

• Accelerate training: Streamline onboarding with a guided path that ensures new employees hit the ground running. From creating a profile and reviewing company policies to enrolling in benefits and setting up expenses, give them a clear checklist that simplifies every step.
• Improve conversion: Turn interest into action by making your product intuitive and compelling. Highlight key features through an interactive checklist that reduces confusion, builds confidence, and inspires customers to engage.
• Promote product adoption: Drive engagement and long-term loyalty with a seamless onboarding experience. Use checklists to guide users through essential setup tasks, ensuring they discover value quickly and stay invested.
• AI expansion strategies: Accelerate digital transformation by embedding AI into everyday workflows. Empower employees to work smarter with instant answers to their questions, boosting efficiency and productivity.
• Streamline search: Bring everything together in one place. WalkMe Search Integration unifies results from support centers, knowledge bases, and external content platforms, helping users find what they need faster than ever.

Choosing Your WalkMe Menu Experience

WalkMe offers two menu options for delivering guidance, onboarding, AI, and content across your organization. This article outlines the two available paths so you can choose the setup that best fits your needs.

Option 1: The WalkMe Menu (Web, Desktop, and Mobile)

The WalkMe Menu is our current, unified menu experience available across Web (Pro Menu), Desktop, and Mobile platforms.

It is fully configurable, easy to brand, and designed to deliver a consistent user experience across all devices. This menu supports powerful features such as:

• AI Chat and Enterprise Search

• Onboarding tasks and resources

• Docked, floating, or hybrid layouts

• Segmentation and analytics

• Modern, sleek design

• Login flexibility (Lite, Gradual, Standard modes)

Option 2: Legacy Menu (Web Only)

If you're not ready to migrate to the new Menu yet, WalkMe still supports several legacy web menu templates. These templates offer basic functionality and a familiar design for existing customers.

Available templates:

• California

• Ireland

• Penguin

These menus:

• Are available only for Web

• Do not support docked/floating layout modes

• Only supports tabs for listing your 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?

• 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
• Learn more about the WalkMe Menu for Web (Pro Menu) here to understand all of its features and how to enable

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