The WalkMe Platform

WalkMe is a cloud based Enterprise Class Guidance and Engagement Platform. The context-intelligent platform guides users and drives them to action within any online experience.

The Platform anticipates user needs and provides help exactly when and where they need it. WalkMe also drives users to action by highlighting new features and recommending relevant high-value offerings.

All of this is accomplished without any changes to or integration with the underlying software.

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WalkMe includes three modules:

  • WalkMe module
    WalkMe Player™

    Place all of your apps in one central place that your users can access in seconds! The player appears as a non-intrusive tab on the side of your screen.

  • WalkMe module
    WalkMe Editor™

    Create, edit and manage all of your WalkMe Apps with the Editor, an intuitive and easy-to-use tool that you can use without any prior technical knowledge.

  • WalkMe module
    WalkMe Analytics™

    Better understand your user's needs and track performance with Analytics, a powerful tool that measures in real-time how your users experience the WalkMe Apps.

 

Walk-Thrus

Provide users with clear, step-by-step instructions so that even complex sites are easy to navigate. Walk-Thrus are a series of interactive tip-balloons overlaid on the screen that can be used to walk users through common support queries, train new users and promote new features.

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Onboarding

Create a smooth and simple first impression for your users by displaying a task checklist for users so they know which processes to complete. Checklists can be used to onboard first-time users, as well as introduce new features, track user progress and more.

 
 

ShoutOuts

ShoutOuts allow you to draw user attention to important messages or announcements on your site. ShoutOuts allow you to inform users of changes, promote new services or features, announce maintenance or down-times and encourage users to start a Walk-Thru.

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Launchers

Help users overcome challenges at the point of confusion. Launchers are buttons that can be placed on your page to give users the option to start an App (like a Walk-Thru from a FAQ page), place links to important resources or other websites and prompt users to complete a Survey.

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Shuttles

Save users time and effort by getting them to their desired page with a single link. Shuttles are direct links to other pages, either internal or external, that are used to take users to commonly used pages, direct users to pages multiple clicks away and share documents not hosted on your site.

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Want to Learn More? Try WalkMe for Free  
 
 
 

Resources

Make it simple for your users to find your support materials by pooling your existing support videos and documents and placing them in one central place. You can also choose to pull information from external sources, such as YouTube or Vimeo channels.

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Permalink

Shorten handling times for your support team.
A Permalink is a link that can be sent to users, over live chat or email, that opens up a relevant Walk-Thru to guide users step-by-step to successfully complete any online task or action.

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Surveys

Provide users with a simple step-by-step way to tell you what they think or need. Surveys are used to follow up on Walk-Thrus to determine whether objectives were met and collect feedback on any number of issues.

 
 

Help and Search Integration

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Search Integration

Help users find exactly what they’re looking for without leaving your site. The WalkMe Search Widget's inter-connectivity with Google, Bing, Zendesk and Desk.com allow users to find more explanatory materials without opening a new tab.

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Chat Integration

Live chat with users experiencing problems, quickly identify the problem at hand and send them links that play Walk-Thrus to show them step-by-step how to perform specific tasks.

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Desk Integration

There comes a time when users just want to speak to a Customer Service Representative. As a last resort, Help Desk Integration provides users with a link to your current support channels.

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WalkMe Player

Place all of your Apps in one central place that your users can access in seconds! The Player appears as a tab on the side of your screen.

 
  
 

Walk-Thrus

Provide users with clear, step-by-step instructions so that even complex sites are easy to navigate. Walk-Thrus are a series of interactive tip-balloons overlaid on the screen that can be used to walk users through common support queries, train new users and promote new features.

*
 
 

Onboarding

Create a smooth and simple first impression for your users by displaying a task checklist for users so they know which processes to complete. Checklists can be used to onboard first-time users, as well as introduce new features, track user progress and more.

*
 
 

ShoutOuts

ShoutOuts allow you to draw user attention to important messages or announcements on your site. ShoutOuts allow you to inform users of changes, promote new services or features, announce maintenance or down-times and encourage users to start a Walk-Thru.

*
 
 

Launchers

Help users overcome challenges at the point of confusion. Launchers are buttons that can be placed on your page to give users the option to start an App (like a Walk-Thru from a FAQ page), place links to important resources or other websites and prompt users to complete a Survey.

WalkMe icon

Shuttles

Save users time and effort by getting them to their desired page with a single link. Shuttles are direct links to other pages, either internal or external, that are used to take users to commonly used pages, direct users to pages multiple clicks away and share documents not hosted on your site.

WalkMe icon
 
  
 
Want to Learn More? Try WalkMe for Free
 
 
 

Resources

Make it simple for your users to find your support materials by pooling your existing support videos and documents and placing them in one central place. You can also choose to pull information from external sources, such as YouTube or Vimeo channels.

WalkMe icon

Permalink

Shorten handling times for your support team.
A Permalink is a link that can be sent to users, over live chat or email, that opens up a relevant Walk-Thru to guide users step-by-step to successfully complete any online task or action.

WalkMe icon
 
 

Surveys

Provide users with a simple step-by-step way to tell you what they think or need. Surveys are used to follow up on Walk-Thrus to determine whether objectives were met and collect feedback on any number of issues.

*
 
 

Help and Search Integration

WalkMe icon
Search Integration

Help users find exactly what they’re looking for without leaving your site. The WalkMe Search Widget's inter-connectivity with Google, Bing, Zendesk and Desk.com allow users to find more explanatory materials without opening a new tab.

WalkMe icon
Chat Integration

Live chat with users experiencing problems, quickly identify the problem at hand and send them links that play Walk-Thrus to show them step-by-step how to perform specific tasks.

WalkMe icon
Desk Integration

There comes a time when users just want to speak to a Customer Service Representative. As a last resort, Help Desk Integration provides users with a link to your current support channels.

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WalkMe Player

Place all of your Apps in one central place that your users can access in seconds! The Player appears as a tab on the side of your screen.

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cake Utilizing the WalkMe platform requires no integration or changes to the underlying site.

Analytics

Better understand your users and/or measure employee training performance. Use these insights to identify
problem areas. Take action by building and improving your WalkMe apps.

Goals

Examine the impact of each App and the platform’s overall ROI. Track whether Walk-Thrus were successful at helping users perform specific tasks -- such as helping a customer register, buy a product, or complete a training module.

Search History

What are your users looking for? See a breakdown of the searches performed -- get the total number of searches, the keywords used and the number of users who selected to begin a Walk-Thru.

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  • The Editor

    The Editor is the main tool that website or application administrators use to create, edit and manage the suite of WalkMe guidance apps. The Editor’s intuitive and simple interface is do-it-yourself – no prior technical knowledge needed!

Want to Learn More? Try WalkMe for Free

Platform Responsiveness

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    Automatically Adapt to Interface Changes

    Luckily, the WalkMe platform makes your life easy when there are changes to interface layouts. Layouts change fairly often, but WalkMe won’t be affected —Apps automatically adapt to the new layout.

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    Screen Size Optimization

    WalkMe looks the same when viewed on desktops, tablets and smartphones. Apps automatically adjust to a variety of different devices and screen resolutions.

System Support & Controls

  • WalkMe icon
    Browser Support

    Access the WalkMe Player Menu using most modern browsers including Internet Explorer, Google Chrome, Mozilla Firefox, or Apple Safari.

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    SaaS or Self-Hosted Walk-Thrus

    You can either use WalkMe static servers to host our Apps or you can self-host. However, in both cases, all you’ve got to do is paste a small snippet of code onto your site.

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    User Management

    Control which users have access to administrative controls, such as publishing and editing apps.

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    Security

    We combine enterprise-class security features with comprehensive audits of our applications, systems, and networks to ensure customer and business data is always protected.

cake Utilizing the WalkMe platform requires no integration or changes to the underlying site.