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What is WalkMe?

WalkMe is an overlay application that loads on top of an existing browser-based application using an extension installed on all Chrome browsers on company issued computers. WalkMe also offers a Windows-based application called Workstation that provides similar, limited functionality on applications outside of the browser, as well as other features.

WalkMe is exclusively compatible with our licensed,
browser-based applications:

Our WalkMe Products

Segmentation

target content
to specific audiences

Smart Walk Thru

Guide users through
an online process

Launchers

Customizable
buttons

Smart Tips

Tooltip and form
field validation

Shout Out

Interactive
pop-up message

Surveys

Ask questions
and collect feedback

ActionBot

Interactive
chatbot

Workstation

A central hub for
work applications

Insights

Extensive analytics reporting capabilities

Segmentation

The ability to target WalkMe content to specific audiences

Can be based on our Identity provider user profile or application specific user profile information

Can be based on imported spreadsheets

Examples of targeting criteria:

  • OPCO
  • Region
  • State
  • Office
  • Department
  • Role
  • Start Date

Smart Walk Thru (SWT)

Create step-by-step tip balloons to help guide users through any online process

Can start automatically (based on user interaction and/or specific circumstances) or via the WalkMe search menu or an on-screen button

Can automate steps in the process (clicking form elements, buttons, filling in text etc.)

Can incorporate if/then logic to create multiple paths through a process

Launchers

Customizable buttons

Launch SWTs

Open links to other resources (documents, videos, websites etc.)

Block/redirect interaction with user interface elements of the underlying application (launcher can be invisible and overlay any element in the underlying application)

Smart Tips

Tooltip and form field validation

Can appear as customizable icons or simply by roll-over of any on-screen application user interface elements

Can pre-populate form field text with default example text

Can incorporate if/then logic to appear only under specific circumstances

Customizable form field validation with feedback

Shout Out

A Pop-up message used to communicate updates, provide tips, or promote features

Can be customized and scheduled to appear to users at specific times or in response to specific actions

Offers action buttons that allow users to launch a Smart Walk Thru, play a video, access a resource article, navigate to another page, or open the WalkMe Menu with a single click

Use Cases:

  1. Announce site changes
  2. Inform users of upcoming site maintenance or downtime
  3. Remind trial users of time remaining in a free trial account
  4. Direct users to the support portal
  5. Prompt employees to complete assigned online tasks
  6. Promote new features, promotional events, or premium services

Surveys

Ask your users questions, collect feedback from their responses, and analyze the data in Insights

Knowledge test: Test the knowledge of employees after they have learned a new process

Feedback: Get feedback from customers about a new feature that has just been released

Net Promoter Score: Understand customer loyalty and satisfaction

User input: Ask your users what topics they need help with

ActionBot

Interactive chatbot

Simplifies digital adoption by automating tasks through an easy-to-use chat interface, with no API integration needed

Enhances user experience by reducing errors and confusion, allowing employees to complete tasks without training

Streamline complex processes, such as navigating enterprise systems or filling out forms, making workflows easier

Key use cases include reducing support tickets, automating HR tasks, and improving CRM efficiency by handling routine processes

Workstation

A Windows application that serves as a hub for WalkMe functionality outside of the browser

Global search - Combines search across all enterprise applications into one location

Communications - Pop-up communications / notifications / alerts outside of the browser

*Can appear automatically and/or accessible in the system tray and/or workstation notifications list

Onboarding - List-based tasks that include links to websites, resources, SWT guidance, training etc.

Help - search for resources and WalkMe guidance

Insights

Extensive analytics reporting capabilities

Invisibly track any application process to determine pain points (i.e. time spent on each step, % completion at each step) and build WalkMe assets to address them

Track impact of WalkMe assets on the process pain points

Track usage of WalkMe assets

Track search keywords and success rate of finding assets that address them