What Is WalkMe Automation?

Updated on June 28, 2021 Download PDFDownload as PDF
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Brief Overview

Automation is now for everyone! WalkMe firmly believes automation is the wave of the future, and we are accordingly devoting abundant time and effort to super-charging WalkMe Automation for builders and end-users alike.

WalkMe Automation offerings include the following:

  • WalkMe ActionBot;
  • Smart Walk-Thru Auto-Steps and Page Action Steps;
  • The Smart Walk-Thru Conversation Initiator; and
  • Dynamic Text.

These offerings can be combined in numerous ways to automate virtually any process, whether it be builders creating Smart Walk-Thrus and turning them into Bots and Conversations, or end-users updating HRM systems, completing online forms, or whatever else they require.

WalkMe Automation is simple to implement and requires no back-end or API integration. With intuitive, easy-to-handle drag and drop interfaces, there is no need for a technical background or any developer effort.

Use Cases

WalkMe Automation use cases include the following and much, much more:

  • Automate processes related to and across calendaring, Support, HR, and CRM systems;
  • Eliminate empty clicks and tedious tasks;
  • Increase efficiency;
  • Reduce employee and end-user error;
  • Improve user experience (“UX”);
  • Enhance data integrity.

WalkMe Automation Apps Overview

ActionBot

The WalkMe ActionBot allows your employees and end-users to accomplish tasks by engaging in natural conversations with a bot. ActionBot enhances the customer and employee experience by eliminating confusion, errors, and frustration while helping users complete tasks.

ActionBot consists of a Launcher, a Bot, a Conversation, and an Action (which is actually a Smart Walk-Thru).

Learn more here! 

Smart Walk-Thru

Smart Walk-Thrus simplify the user experience by providing on-screen guidance at the moment of need so that your customers can complete any task successfully.

Smart Walk-Thrus can now be fully automated (if appropriate to the use case), and serve as the Action component of the ActionBot. You can also create a Bot and Conversation directly from a Smart Walk-Thru, automating two birds with one DAP!

Auto-Steps

A step-type of Smart Walk-Thrus, Auto-Steps complete element-oriented actions (like clicking links, clicking buttons, filling in text, and choosing a selection from a dropdown menu) on behalf of your end-users.

Learn more here! 

Additionally, you can now seamlessly convert any number of regular Steps to Auto-Steps and vice-versa, making the process of automating Smart Walk-Thrus easier than ever!

Learn more here! 

Page Action Steps

A step-type of Smart Walk-Thrus, Page Action Steps complete page-oriented actions (like redirecting, refreshing pages, and opening the WalkMe Menu) on behalf of your end-users.

Learn more here! 

Dynamic Text

Dynamic text allows you to personalize and automate text used in balloons and ShoutOuts. Use cases include:

  • Eliminating the need for end-users to enter repetitive information across multiple forms;
  • Avoiding asking users to type in complicated codes and ID numbers; and
  • Shortening the number of steps in a process.

How to Lead Users to choose Automated Guidance

 

Learn more here! 

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