Brief Overview

The Smart Highlights Console is where admins connect data sources and set up how highlights appear to users. Connect one or more data sources, choose which entities appear and where, customize the highlight cards (coming soon), and publish — all from the console.

Access

To access got to the WalkMe Console, select the Content category, then select the Smart Highlight page.

• US Data Center
• EU Data Center
• SAP US Data Center
• SAP EU Data Center

Smart Highlights Page Overview

The Smart Highlights page in the console is organized around your connected data sources. Once you have at least one data source connection set up, each connected source application appears as its own section, showing all the entities available for that source and the display locations each one is active on.

Entity cards

Once a data source is connected, its entities appear as cards grouped under the data source name. Each card shows:

• The entity name and what it detects (For example, Account: detects account names)

• The display systems it is currently active on shown as app icons

• An Unpublished status if the entity has not been activated on any location yet

Manage data source

Select the Options icon to perform the following actions:

• Edit: Update the credentials for your data source

• Disable: Turn off all entities related to this data source to hide them temporary from your users, and reenable anytime

• Delete: Remove the data source connection

Manage entities

Hover over a specific entity and select the Options icon, then select Edit.

An entity opens with two pages:

• Card setup: Customize what data appears on the card. Choose the fields to show, set a display name for each, and drag and drop to reorder. COMING SOON ✨

• Locations: Choose the locations where this entity appears, and set the environment and segments for each.

Filters and search

• Source application filter: filters by the system the data is coming from, meaning the application where Smart Highlights pulls its data
• System filter: filters by the application the highlight appears on, meaning the tool your users are actually working in when they see the highlight
• Use the search bar on the right to find a specific entity

Connect a data source

Click the Connect a Data Source button to open the connection flow and request a new data source.

How It Works

Getting started

When you open Smart Highlights in the console for the first time, a short onboarding carousel walks you through the available entity types and what to expect from the setup process.

The first screen introduces Smart Highlights with a preview carousel showing the different entity card types your users will see (accounts, employees, contracts, and more).

Click Next to continue.

The second screen outlines the four steps to get Smart Highlights running. Click Get started to begin connecting your data sources.

• Connect: Choose the data sources to pull information from

• Configure: Select where highlights appear, set your environments, and define who can see them

• Go live: Smart Highlights automatically surfaces key entities for your users

Connect your data sources

1. Click the Connect a Data Source button configure each data source provider you want to connect

   1. Preview: Shows the highlight cards with sample data for the selected source

   2. Supported sources: SuccessFactors, Salesforce, Jira, SAP S/4HANA, ServiceNow

2. Click the + Plus icon to enter credentials and verify

3. Enter the following account details to set up the connection:

   1. Connection name: Enter a name for this data source connection for internal use (won't be seen by end-users)

   2. Application main URL: The URL used to access your data source environment

4. Advanced settings (optional)

   1. SSO login URL: The login URL provided by your identity provider (For example, Okta, Azure AD)

5. Click Connect to verify the connection

6. A confirmation message appears at the bottom when your credentials are valid

7. Click Publish

8. A popup will appear letting you know that publishing will apply your current settings to the extension

9. Click Publish

10. Your connection is now live! Add entities to start showing highlight

Set up display settings

Click Setup on an entity card to open its display controls. Each entity has two tabs: Appearance and Settings.

Appearance

The Appearance tab lets you preview how the highlight card will look to your users using sample data.

System setup

Choose which display systems this entity is active on and who can see it. For each system, configure the following:

• System: The display application where the highlight will appear

• Platform: Whether the system runs on Web or Desktop

• Environment: For each system, select the environment you want this entity to be active on

• Segments: Which user segments can see this highlight

  • Enable All segments to apply it automatically to all existing and future segments, or choose specific ones manually

  • Note that newly created segments will need to be added manually if you use the specific segments option

• Active: Turn the highlight on or off per system

Technical Notes

• After submitting a connection request, configuration cannot be completed without a WalkMe team setup session

• Lite systems: If you are not licensed for a specific display system listed but still want Smart Highlights to appear there, a lite system provides a pathway to enable it.

• • Full WalkMe content is not supported on lite systems

  • Who needs it: If you are on an ELA or DAP plan, you can create any system freely and do not need a lite system. For all other account types, the lite system is the required method to enable Smart Highlights on an unlicensed system