AI Insights | AI Authoring

Plain language means business.

Ask a question and get an answer. Describe an adoption problem and get a solution built, all through conversation.

WalkMe AIChoose your starting point
WalkMe
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AI Insights

Glean insights about your adoption data as easily as having a conversation.

AI Insights

From question
to evidence.

Conversation step Ask in plain language
AI InsightsSimplified marketing wireframe
WalkMe All systems
AI Insights

What would you like to explore today?

All systems Send
How many systems does my account have?What are the most active systems?
Show me Copilot usage across the organization
Analyzing
Thought process
Weekly Copilot usage chart

Weekly active users is up modestly over the past 2 months, but activation is only 38% of licensed seats, flat for the same time period.

| Copilot Production Last 2 months (Jul 6-Aug 31)
Break license utilization down by department
Analyzing
Thought process
Copilot license utilization by department: Sales 24%, Marketing 28%, R&D 30%, Support 41%, All others 45%, average 38%

Sales has the lowest activation rate (24%) despite being the most heavily licensed department.

| Copilot Production As of today (Aug 31)
Ask a follow-up questionAll systemsSend

Copilot dashboard

Weekly active usersExisting insight
3,064
Count by action typeExisting insight
Copilot license utilization by department
Copilot license utilization by department chart
Pinned to Insights dashboard
Product structure simplified for a scrolling marketing story.One clear action per state
01 / 04

Start with a question.

Ask anything about adoption in plain language and get answers. License utilization, user behavior, and questions about the impact of your in-app guidance are all fair game.

02 / 04

Sit back and get an answer.

WalkMe returns an answer along with a chart or table. Data visualizations are tailored to the response. No need to filter and hunt through dashboards.

03 / 04

Dig deeper into the numbers.

Ask follow-up questions to further your analysis. Every answer comes with provenance so you know exactly where it came from and how it was calculated.

04 / 04

Save and revisit.

Save any table, chart, or graph to a custom dashboard so you can revisit at a future date without recreating previous chats. Continue prior conversations with session history.

Now let’s build something.

AI Authoring

If you can describe what you want built, WalkMe will build it. In-app guidance, segmentation logic, and even customized CSS.

AI Authoring

From brief to built.

Conversation step Ask in plain language.
Build
Copilot  |  Production
AI Authoring
What could I build to get Sales actually using Copilot?
A ShoutOut nudging reps toward “Draft with Copilot” when composing follow-up emails, or a Launcher pinning Copilot shortcuts inside Salesforce.
Let’s start with a ShoutOut in Outlook.
Got it. Should the ShoutOut fire on every compose window, or only for longer emails where drafting help matters most?
Only when composing an email or reply longer than a few lines. Let’s start.
Creating a ShoutOut
Sounds good. I’ve designed the ShoutOut based on your instructions. I’ve generated a placeholder image and copy for you to review.
Building your ShoutOut
PlanReady to build

Copilot Activation ShoutOut

Looks like you’re drafting an email…

Copilot can help with that. Try it out!

  • Frequency: Appears when a user composes an email longer than a few lines.
The image looks fine. Change the background to yellow, delete “Try it out!”, and instead add that as a white CTA button that opens Copilot.
No problem. I’ve updated the ShoutOut based on your instructions. Anything else?
Building your ShoutOut
PlanReady to build

Copilot Activation ShoutOut

Looks like you’re drafting an email…

Copilot can help with that.

  • Frequency: Appears when a user composes an email longer than a few lines.
  • CTA: https://outlook.office.com/mail/copilot
Yes actually. Can we limit frequency to once, and only show to my Sales segment?
You got it. The display logic has been updated. Are we ready to build?
Building your ShoutOut
PlanReady to build

Copilot Activation ShoutOut

Looks like you’re drafting an email…

Copilot can help with that.

  • Frequency: Appears once when a user composes an email longer than a few lines.
  • Segment: Sales
  • CTA: https://outlook.office.com/mail/copilot

What would you like to build today?

Ask before acting
What could I build to get Sales actually using Copilot?
WalkMeA ShoutOut nudging reps toward “Draft with Copilot” when composing follow-up emails, or a Launcher pinning Copilot shortcuts inside Salesforce.
Let’s start with a ShoutOut in Outlook.
WalkMeGot it. Should the ShoutOut fire on every compose window, or only for longer emails where drafting help matters most?
Only when composing an email or reply longer than a few lines. Let’s start
Creating a ShoutOut...
The image looks fine. Change the background to yellow, delete “Try it out!”, and instead add that as a white CTA button that opens Copilot.
Only when composing an email or reply longer than a few lines. Let’s start
Sounds good. I’ve designed the ShoutOut based on your instructions. I’ve generated a placeholder image and copy for you to review.
The image looks fine. Change the background to yellow, delete “Try it out!”, and instead add that as a white CTA button that opens Copilot.
PlanReady to build

Copilot Activation ShoutOut

Looks like you’re drafting an email…

Copilot can help with that. Try it out!

  • Frequency: Appears when a user composes an email longer than a few lines.
The image looks fine. Change the background to yellow, delete “Try it out!”, and instead add that as a white CTA button that opens Copilot
WalkMeNo problem. I’ve updated the ShoutOut based on your instructions. Anything else?
Yes actually. Can we limit frequency to once, and only show to my Sales segment?
PlanReady to build

Copilot Activation ShoutOut

Looks like you’re drafting an email…

Copilot can help with that.

  • Frequency: Appears when a user composes an email longer than a few lines.
  • CTA: https://outlook.office.com/mail/copilot
Yes actually. Can we limit frequency to once, and only show to my Sales segment?
WalkMeYou got it. The display logic has been updated. Are we ready to build?
Yes actually. Can we limit frequency to once, and only show to my Sales segment?
PlanReady to build

Copilot Activation ShoutOut

Looks like you’re drafting an email…

Copilot can help with that.

  • Frequency: Appears once when a user composes an email longer than a few lines.
  • Segment: Sales
  • CTA: https://outlook.office.com/mail/copilot
01 / 05

Describe the
business problem.

Start with your own words. Describe any business challenge or digital adoption solution you want built to begin the conversation.

02 / 05

Discuss the best approach.

Consult with WalkMe about your situation and potential solutions. Describe what you're considering and discuss your options. Then align on parameters before WalkMe generates a live preview.

03 / 05

Edit the plan before it's built.

Watch WalkMe bring the conversation to life with a live preview you can review and adjust. Add images and CTAs. Tweak the copy or design. Or even change your mind and swap to a new type of guidance altogether.

04 / 05

Add rules and segmentation.

Define segments and craft display conditions at any point in the process. Simply describe the scenarios where you want your in-app guidance to appear and WalkMe will develop the logic for you.

05 / 05

Accept and you're done.

Once you're content with the plan, all you have to do is approve and relax. WalkMe will convert your plan into a completed build available to manage in your Editor. The only question is what will you build next?

See how plain language can help your team create guidance and understand impact.