WalkMe Builder Assistant helps you to submit a ticket directly from the editor with just a couple of clicks and have it quickly resolved by the Builder Assistant team. It also provides you with personalized recommendations on how to improve your content.
Supported item types
Builder Assistant is currently available for:
Launchers
SmartTips
Smart Walk-Thru steps:
Builder Assistant can be used to report any steps for which you capture an on-screen element. Currently, elements which are not linked to an on-screen element are not supported.
Supported steps: Step, Auto Step
Unsupported steps: Triggers, Popup, Split Action, Wait for
In the editor, open the item you're experiencing issues with on the relevant system
Click the Assist Me button in the upper right corner
Select the issue you're experiencing
Option 1: Item shouldn't be on the page There is a WalkMe item on the page I am on, and it shouldn't be here.If the item was built on Salesforce Lightning, then Builder Assistant may be able to solve the problem with Context.
Option 2: Item is missing from the page I'm on a page where an item should be, but it's not being displayed.
Option 3: Item isn't where it should be on the page I'm on the correct page, but the item is displaying in a different location on the page than I intend for it to be.
Option 4: Something else None of the other options match my issue
Select the element based on your issue
Issue
Element
1. Item shouldn't be on the page
Select the element that the item is connected to but shouldn't be.
2. Item is missing from the page
Select the element the item should be connected to.
3. Item isn't where it should be on the page
Select the element the item should be connected to.
4. Something else
Select the element that the item is connected to.
Submit the ticket
For options 1-3, review and submit the ticket. You'll be able to track its progress in the Builder Assistant app in the console
For option 4 (Something else), you'll be prompted to fill in additional information and a support case will be opened on your behalf. You'll be able to track the ticket progress in the Support Portal in the Community.
Go to Assistant → Tickets to see a dedicated table with all your tickets and their statuses
There is no requirement to submit tickets or do anything else for recommendations to be generated.
Open the Builder Assistant app in the console
In the Open tab, you'll see all the current and most up-to-date recommendations from the Builder Assistant team
Click on the CTA to apply the recommendation
Some recommendation types (for example, the ones that require upgrading an element) are applied automatically with one click - no need to go to the editor
Other types (for example, when the element can't be found) might take you to the editor for reviewing the item and its conditions
Tip
Use bulk action to apply a few similar recommendations at once
