What Is WalkMe Automation?
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.
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
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).
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!
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.
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!
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.
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