WalkMe(X)

Last Updated February 16, 2025

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.

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

Please reach out to your WalkMe Customer Success Manager to get access

Enabling WalkMe^X in the WalkMe Editor

Click on the Settings icon
Select Customize content style
In the Customize Player tab, select the WalkMe^X widget
This widget will enable the WalkMe^X action bar - the new tool via which the end users will be interacting with the product
Go to the Menu tab, and select Pro menu (currently available only to WalkMe^X customers)
Click Save

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 Building in Console

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

Go to the Interactions tab in Launcher Options
Select In Action Bar for the Launcher's location
Optional: Select Add a menu in Action Bar for the action
1. This will create a menu with multiple launchers within it
Optional: Check the Alert indication box to have a red point icon displayed on the launcher in the Action Bar
Click Save

Note

More launcher building capabilities are available in the Action Bar console application

AI Launcher insertion buttons

Once content is generated, you can seamlessly place AI-generated content exactly where you need it with Insert & Replace buttons. These new launcher controls let you instantly add or update text in the right fields, streamlining how you work with the Action Bar. These buttons will automatically appear in the launcher footer based on the state of the input field.

Insert: Clicking Insert adds the text to the page
- Appears only if the input field is empty
Insert below: After highlighting text, clicking Insert below will insert the text below the highlighted text
- Appears if there is text in the input field
Replace: After highlighting text, clicking Replace will replace the highlighted text with AI-generated text
- Appears if there is text in the input field

Additionally, builders also have the option to capture the exact field where the generated text from the action should be inserted. This can be done from the WalkMe Editor or Console while building an AI Action launcher type.

Note

Capturing a field for insertion is only possible with Single-location launchers and AI Action launcher types (not available for Multi-location or Universal). Note the behavior of the smart footer when setting up an AI Launcher for the Action Bar:

Multi-location, AI action type, whole page text source = no ability for the builder to capture an element for insert
Multi-location, AI action type, highlighted text text source = no ability for the builder to capture an element for insert; the player will automatically detect if the highlighted text is in an input field, and if yes, it'll show an insert button
Single-location, AI action type, whole page text source = the builder does have the ability to capture an element for insert
Single-location, AI action type, highlighted text text source = no ability for the builder to capture an element for insert; the player will automatically detect if the highlighted text is in an input field, and if yes, it'll show an insert button
Single-location, AI action type, captured element text source = the builder does have the ability to capture an element for insert

Learn more about locations, launcher types, and text sources here: Action Bar Building in Console

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

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

Reporting of AI Concerns

We are committed to transparency and accountability in the use of AI systems. If you have any concerns regarding our role in the development, deployment, or operation of our AI systems throughout their lifecycle, or about the responsible and ethical use of AI technology, please report them directly to our security team at security@walkme.com.

Was this article helpful?

Yes No

Yes

Thanks for your feedback!