WalkMe AI Chat [Unified Chat]
Brief Overview
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.
The experience and capabilities of AI Chat vary depending on whether you're a WalkMe(X) customer or an AI Answers customer. WalkMe(X) users benefit from the addition of the unified chat, which combines ActionBot, AI Answers, and ChatGPT to deliver comprehensive information and support.
AI Chat is available in the following WalkMe products:
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Pro Menu
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Pro Menu Lite
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Workstation Desktop
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Workstation Mobile
Deployment
To enable the AI Chat on the Pro menu or Pro menu lite, follow the instructions here:
Get to Know & Use
AI Chat for Pro Menu
The Pro menu provides a comprehensive Unified Chat tool that brings together multiple features: ActionBot, AI Answers, and Public AI. 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 a range of automated tasks via ActionBot conversation suggestions, providing you with instant support.
How to Access
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Click the AI Chat button
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Enter anything in the typing field
Detailed capabilities
Toggle between modes
With the ability to toggle between your own company's internal AI and Public 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 clickable actions to begin automated processes.
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Access WalkMe items and resources throughout your conversation with AI Answers (For example: Smart Walk-Thrus, ShoutOuts)
- Access ActionBot suggested conversations to complete automated processes right from the Company AI chat. Learn more about ActionBot and building conversations here:
Company AI has three capabilities:
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Text to text: When users write in the AI Chat, users receive internal AI responses based off of company sources
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Text to actions: When users write in the AI Chat, AI Answers can pull actions and display them to users in the chat
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Actions to text: Set up a Launcher that allows users to easily access the Pro Menu and relevant text with just a click
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When creating your launcher in the WalkMe Editor, select the Open Chat option in the Action dropdown
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Public AI
With Public AI integrated into the Pro menu, you can easily access public information from external sources to get quick answers to your questions.
AI Chat for Pro Lite Menu
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.
AI Chat for Workstation Desktop and Mobile
Workstation offers 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 a range of automated tasks via ActionBot conversation suggestions, providing you with instant support.
How to Access Desktop
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Open Workstation desktop
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There are two ways to access the AI Chat:
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Click the AI Chat button on the home page
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Click the AI Chat icon from the Workstation side panel
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How to Access Mobile
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Open the Workstation app on your mobile device
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Click the AI Chat icon from the homepage
Detailed capabilities
Toggle between modes
With the ability to toggle between your own company's internal AI and Public 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 clickable actions to begin automated processes.
-
Access WalkMe items and resources throughout your conversation with AI Answers (For example: Smart Walk-Thrus, ShoutOuts)
- Access ActionBot suggested conversations to complete automated processes right from the Company AI chat. Learn more about ActionBot and building conversations here:
Company AI capabilities:
-
Text to text: When users write in the AI Chat, users receive internal AI responses based off of company sources
-
Text to actions: When users write in the AI Chat, AI Answers can pull actions and display them to users in the chat
Public AI
With Public AI integrated into the Pro menu, you can easily access public information from external sources to get quick answers to your questions.