IN-APP GUIDANCE

Make software easier to use.

In-app guidance that keeps workflows performing their best. Tooltips, walkthroughs, and automations meet people exactly when they need help, so errors and rework drop, while the tools and AI you’ve invested in actually get used.

PERSONALIZATION

Guidance that knows who it’s for.

Match guidance to each person’s role, where they sit, time with your company, and the actions they’ve already taken. Segmentation rules, user attributes, and behavioral data, all work together behind the scenes, so everyone gets the right help at the right moment, not a generic script.

SMART WALK-THRUS

Turn any process into a guided flow.

Break any multi-step task into an interactive flow that guides people click by click, in real time. Each step adapts to what someone does and picks up right where they left off, so people get even complex work right, the first time, fast.

CONTEXTUAL AI

Guidance that thinks a step ahead.

Context does the work. Who someone is, what’s on their screen, and your organization’s knowledge and policies combine to deliver the exact guidance that moment calls for, before anyone has to ask.

INPUT VALIDATION

Prevent errors at the point of entry.

Catch mistakes before anyone hits submit, with your policy and compliance rules built into the flow. Every entry gets checked in real time as it’s written, so your data stays clean and work gets done right the first time.

ACTIONBOT CONVERSATIONS

Self-service, right in the flow of work.

Help your users find information, run processes, and complete tasks without switching tabs or context. With WalkMe’s ActionBot, you can create structured conversations that guide users in plain language to complete their work and reach resources right when they need them.

NOTIFICATIONS

Drive important actions in real-time.

Alert employees to key events and prompt time-sensitive actions with in-app notifications, so deadlines, approvals, and policy updates never get lost in an inbox. Segment, personalize, and schedule to maximize visibility and impact.

“WalkMe allows us to implement customized guidance for users, so we can offer the enhanced employee experience that they want.”

Yudai Uraguchi

Assistant Manager, Management Information System Department, Corporate IT

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“WalkMe delivers the right information, at the right time, in the right place. Instead of requiring managers to leave the system and search for help, we use WalkMe to surface guidance exactly when and where it’s needed. This gives managers time back to focus on more strategic work.”

Hanne Batelaan

Implementation Lead for WalkMe, ABN AMRO

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“WalkMe makes it easy to push information really quickly to the right people when and how they need it, regardless of their language, location, or role.”

Alexa Cordell

Digital Learning Manager

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Frequently asked questions

What is in-app guidance?

In-app guidance is help that lives inside your software: tooltips, visual cues, step-by-step walkthroughs, and onboarding task lists that appear right on the screen where people work. Instead of searching a knowledge base or opening a support ticket, users get the answer at the exact moment they need it.

How does WalkMe deliver in-app guidance?

The platform runs as a layer on top of your applications, so there’s nothing to build into the underlying software. Your team creates the guidance in a no-code editor via a conversational AI experience, from a single tooltip to a full step-by-step walkthrough, and publishes it across any application in your stack.

Which applications does it work on?

Guidance works across web, desktop, and mobile applications, from Salesforce, SAP, and Workday to your own custom-built applications or products. One platform covers your entire software stack, so every app gets the same level of support.

How does in-app guidance prevent data entry errors?

Input validation safeguards check every entry as it happens, with your policy and compliance rules built into the flow. Mistakes get caught before anyone hits submit, so data stays clean and work gets done right the first time.

Will guidance match our brand?

Every tooltip, notification, and walkthrough fits your brand’s look and feel, so employees recognize and trust it at first glance. You control the design, tone, and timing of every message.