Contacting Technical Support

Objective

After completing this lesson, you will be able to create a Support Ticket to troubleshoot issues.

How to Open a WalkMe Support Case

A dedicated WalkMe Support team is always ready to assist with any technical question or troubleshoot problems related to WalkMe.

Watch the video to understand how to create a WalkMe Support Ticket.

Using the Support Knowledge Base

Our dedicated WalkMe Support Team is always ready to assist with any technical questions or troubleshooting related to the WalkMe product. Support cases are managed through an efficient, user friendly ticketing system located in the WalkMe World Community.

Related Resources

Before creating a technical Support case, we suggest exploring the related resources:

WalkMe World Community

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Common Troubleshooting Issues

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Creating a WalkMe Support Case

You can contact WalkMe Support by creating a case in the WalkMe World Community portal, chat, or in some cases, using WalkMe Builder Assistant or Issue Recorder.

How to Create a WalkMe Support Case

Step 1: WalkMe World Community

Log in to the WalkMe World Community and select contact support on the home page.

The figure shows the WalkMe World Community page.
Step 2: Contact Support form

Fill in the Contact Support form. See our recommendations for best practices for more info.

The figure shows the Contact Support form.
Step 3: Add Collaborators (optional)

Adding collaborators lets additional people help your case or receive case updates. Whoever you add will see case communications and be able to interact directly with the Support Engineer if necessary.

To add a collaborator:
  1. In the Collaborators (CC case followers) field, type the email address of whoever you'd like to add as a collaborator.

  2. To add multiple collaborators, separate each email address with a comma.

The figure shows the Collaborators.
Step 4: Attach a screenshot or file (recommended)
The figure shows the Note that the File size cannot exceed 20 mb and Executable and DLL files are not supported.
Step 5: Click Submit & we're Done!
You will hear back shortly from our wonderful Support Team about your case!

Best Practices for Creating a Support Ticket

Below are a few helpful hints that will help us get a faster resolution with Support by providing them all the context they need.

Using Chat to talk with WalkMe Support

Sometimes, you have a quick question, would like a quick update, or you simply prefer chat as your communication option. Either way, we have you covered.

Chat from the WalkMe Help Center

  • Log in to the WalkMe Help Center

  • Locate the chat button in the bottom right corner of the page.

  • Enter the subject.

  • You will be connected to an Agent who will assist with the case.

The figure shows the Chat box from the WalkMe Help Center.

The figure shows the Chat box from the WalkMe Help Center.

Quick Access from the WalkMe Editor

  • Log in to the WalkMe Editor.

  • Click the Question Mark in the upper right corner.

  • Select the WalkMe World option to be redirected to the WalkMe World Community

  • Locate the chat button in the bottom right corner of the page.

  • Enter the subject.

  • You will be connected to an Agent who will assist with the case.

The figure shows the Quick Access from the WalkMe Editor.

The figure shows the Quick Access from the WalkMe Editor.

Summary

Troubleshooting Content Issues
  • Before publishing to the Production Environment, it is critical to run a Quality Assurance (QA) test to make sure that everything is working properly. We recommend having an individual other than the content builder perform the QA test.

  • The Flow Tracker is used to test and evaluate WalkMe items, which makes it one of the most important tools used in content integrity testing. Once activated, it appears as a small window on the page showing real-time information.

  • WalkMe content not playing can be down to a number of issues, such as the Editor needing a refresh, the content not being published to the correct environment, segmentation rules, or issues with the WalkMe Extension or Snippet.

  • WalkMe Support is always on hand to help if you are having trouble with your content.

Related Resources

To get an overview of Troubleshooting visit:

WalkMe World Community

This link will take you to the WalkMe World Community.

Direct Link

WalkMe Support

This article shows how to open a WalkMe Support Case.

View Article

WalkMe Assistant

This article shows how to use the WalkMe Assistant to log a Support case.

View Article

Issue Recorder

This article shows how to use the Issue Recorder.

View Article

Quality Assurance Template

A great guide for tracking your QA process

View Sheet

Quality Assurance: Getting Started Guide

This article goes over the Quality Assurance process

View Article

The Flow Tracker: Getting Started Guide

This article goes over the basics of the Flow Tracker

View Article

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