WalkMe(X)

Last Updated November 17, 2024

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Brief Overview

WalkMe^X is WalkMe's generative AI offering, which aims to simplify the use of generative AI for all users of your organization. It empowers you to seamlessly integrate AI capabilities into your organization's daily workflows without requiring users to become prompt engineers.

WalkMe^X represents a new separate offering. It builds on WalkMe's core capabilities and strengths while leveraging generative AI technology to introduce a new kind of a copilot for the enterprise that works across applications and workflows to give users a real productivity impact, turning the promise of AI to reality.

WalkMe^x offering includes the following products:

• Action Bar

• Pro Menu

• Unified Chat

• AI Rules

Use Cases

Whether it's for IT, Sales, HR, or other teams, use WalkMe^X to boost productivity and performance for an entire business, for any workflow across any domain. For example:

• Sales: WalkMe^X can detect competition in an email and recommend next best actions like updating the CRM, or summarizing competitive sales assets to brush up on the competition on the spot

• HR: WalkMe^X can detect inappropriate speech within inputs across performance reviews or candidate feedback and recommend adjustments to ensure compliance is followed WalkMeˣ

• IT: WalkMe^X can detect users struggling with software access, and launch troubleshooting processes or automate submitting support tickets

How to Set Up

Enabling WalkMe^X in the WalkMe Editor

1. Click on the Settings icon

2. Select Customize content style

   

3. In the Customize Player tab, select the WalkMe^X widget
   

4. This widget will enable the WalkMe^X action bar - the new tool via which the end users will be interacting with the product

5. Go to the Menu tab, and select Pro menu (currently available only to WalkMe^X customers)

   

6. Click Save

   In the near term roadmap, we will have a dedicated application in the console which will allow to create and customize action bar across all systems.

WalkMe Pro Menu & Pro Menu Lite

Get to Know & Use

Action Bar

The AI Action Bar appears as an expanding widget, containing the pre-built prompts/actions.

It includes features such as a menu launcher for quick access to the WalkMe Pro Menu, AI content creation tools, reading and writing tools, and workflow tools. Users can also create custom actions tailored to their specific needs.

Action Bar Building

The Action Bar is built using the Action Bar console application and there are some building features available in the WalkMe Editor when creating launchers.

What's in it for customers?

• Easily create powerful copilot experiences that don't require any prompting by the end user

• Improve the adoption and effectiveness of DAP content by delivering them as available actions at the perfect time

• Out-of-the-box launchers: writing and reading tools

Action Bar

In the WalkMe Editor, builders can also create new launchers to add to the Action Bar.

1. Go to the Interactions tab in Launcher Options

2. Select In Action Bar for the Launcher's location

3. Optional: Select Add a menu in Action Bar for the action

   1. This will create a menu with multiple launchers within it

4. Optional: Check the Alert indication box to have a red point icon displayed on the launcher in the Action Bar

5. Click Save

Pro Menu

The Pro menu is designed to be the central hub for employee digital experiences, providing seamless access across desktop, mobile, and web platforms. It offers a sleek, customizable design that enhances user engagement and efficiency.

The Pro menu includes advanced capabilities such as enterprise search, app integrations, and AI Chat, which combines features like ActionBot, AI Answers, and ChatGPT to provide comprehensive support and automated task completion.

WalkMe Pro Menu & Pro Menu Lite

Unified Chat

Unified Chat is an AI-powered conversational interface integrated into WalkMe products, designed to provide users with quick and accurate information and support.

It combines multiple features, including ActionBot, AI Answers, and ChatGPT, to deliver comprehensive responses and automated task suggestions.

Users can toggle between their company's internal AI and public AI to access both internal knowledge sources and external information.

Unified Chat is available in the Pro menu, Workstation desktop, and Workstation mobile, enhancing productivity and decision-making by offering relevant company-related information and support.

WalkMe AI Chat [Unified Chat]

AI Rules

AI Rules are AI operators that have been added to the Condition Builder. There are four available AI operators for WalkMe(X) customers:

• sentiment is (AI)

• sentiment is not (AI)

• text is (AI)

• text is not (AI)

These operators work for text conditions, allowing users to describe a condition without exact wording. The AI uses these prompts to create general rules, processing text to determine if it meets the condition (True/False).

For example, a user could use the “sentiment is (AI) operator” and write “inappropriate language.” If the end-user writes problematic language, WalkMe will identify the text or element containing that text using DeepUI. It will then send what the user wrote into WalkMe's AI engine along with the condition as a prompt. In return, WalkMe's AI engine will confirm if it's inappropriate and can trigger a launcher to appear.

Technical Notes

• English, Japanese, German, and French are supported
• WalkMe(X) currently uses GPT-4o and GPT-4o Mini

• Action Bar console app supports extension deployments, not snippet-only implementations

  • Multi-location launchers require the extension and are not supported with snippet-only implementations

  • The Action Bar console app requires an extension implementation. Single-location launchers (AI Actions) will still be available via the editor only