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WalkMe Automation lets you automate repetitive tasks and processes for your end-users directly within your applications — no back-end development or API integration required.
Using a combination of Smart Walk-Thru step types and ActionBot, you can guide users through complex processes, auto-fill forms, redirect pages, and trigger actions on their behalf — all using WalkMe.
Auto-Steps are a Smart Walk-Thru step type that perform element-oriented actions on behalf of the user, such as clicking buttons, filling in text fields, and selecting dropdown values.
Page Action Steps are a Smart Walk-Thru step type that perform page-oriented actions on behalf of the user, such as redirecting to a URL, refreshing the page, or opening the WalkMe Menu.
Auto-Play triggers WalkMe content automatically — without requiring the user to seek it out. Use it to proactively deliver Smart Walk-Thrus, ShoutOuts, and Surveys based on page context, user attributes, or behavior. It's particularly effective for onboarding, feature adoption, and anticipating user pain points.
Dynamic Text allows you to auto-populate text fields and personalize content using values pulled from the user's environment, reducing manual input and shortening process flows.
ActionBot allows users to complete tasks through a natural conversation interface. Builders create a Bot and Conversation that trigger a Smart Walk-Thru as the action, combining guided and automated experiences.