WalkMe Assistant: Getting Started Guide

Last Updated April 1, 2024

Brief Overview

WalkMe Assistant helps you to submit a ticket directly from the editor with just a couple of clicks and have it quickly resolved by the Assistant team. It also provides you with personalized recommendations on how to improve your content.

Supported item types

Assistant is currently available for:

Launchers
SmartTips
Smart Walk-Thru steps:
- 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

For unsupported items, you can use the Issue Recorder.

Get to Know Assistant Tickets

How does it work?

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 Assistant may be able to solve the problem with Context.
- Option 2: Item is missing from the pageI'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 pageI'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 elseNone 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 Console, accessible at console.walkme.com/assistant
- 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
You will receive notifications in the editor when a ticket status changes or you have a new message or recommendation from the Assistant team

WalkMe Assistant: Tickets

Get to Know Assistant Recommendations

How does it work?

No action needed!

There is no requirement to submit tickets or do anything else for recommendations to be generated.

Open the Assistant in Console
In the Open tab, you'll see all the current and most up-to-date recommendations from the 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
Publish the changes directly from here