Always-On AI: Getting Started

Brief Overview

Always-On AI provides proactive support embedded directly in user workflows. These features surface based on user behavior, system context, and organizational rules—without needing users to ask for help.

Onboarding Checklist

1. Connect Knowledge Sources to the AI Center

The AI Center is where you scan and upload knowledge sources, manage user access, and track usage. These sources help the Action Bar generate smarter, more relevant responses when users interact with launcher actions.

• Upload docs or web pages to support AI Answers

• Create custom Q&A responses prioritized over scanned files

• Restrict knowledge access by user segment or system

AI Center

2. Explore Always-On Features

Action Bar

The Action Bar is an expanding widget that delivers proactive, in-the-flow assistance. It opens into a panel that offers a wide range of pre-built and custom AI-driven actions to support users exactly when they need it.

• Generate content and receive real-time reading and writing assistance

• Display condition-based workflow suggestions like phishing alerts or policy reminders

• Provide consistent access to AI-powered tools across apps

Introduction to Action Bar

AI SmartTips

AI SmartTips validate and improve text input in open form fields using custom logic and generative AI. They suggest real-time improvements to guide users toward compliant or complete responses.

• Validate CRM entries or performance review text for quality and completeness

• Reduce friction and rework by helping users get it right the first time

• Automatically suggest improvements when inputs don't meet validation criteria

AI SmartTips

AI Conditions

AI Conditions are natural-language operators added to the Condition Builder. They allow builders to trigger WalkMe content based on text meaning or tone (For example, "sentiment is inappropriate") rather than exact-match logic.

• Trigger alerts when users write problematic or non-compliant content

• Define nuanced logic that adapts based on context rather than hardcoded rules

AI Conditions