Exploring WalkMe Tools and Applications

Objective

After completing this lesson, you will be able to identify WalkMe’s key applications and tools and how each one supports digital adoption across your organization.

Overview of WalkMe Applications and Tools

WalkMe offers an extensive suite of innovative applications specifically designed to simplify and enhance your Data. Action. Experience. journey, ensuring that every step of the process is both easy and seamless.

Watch the video to get an overview of WalkMe’s suite of applications, including Discovery, Workstation, the Insights Console, and the WalkMe Editor, and learn how each one supports digital adoption across your organization.

Key Takeaways from Video
  • WalkMe Discovery automatically maps all web-based applications used across your organization, showing which applications are in use, how frequently, and by whom, while identifying redundant tools and recovering spend on unused software.
  • Workstation is a centralized hub that brings together the tools, information, and tasks employees need throughout their day in one place, reducing time lost to context switching across multiple applications.
  • The Insights Console serves as WalkMe’s centralized hub for analytics, reports, and dashboards, tracking two layers of engagement: how users interact with WalkMe content and how they engage with the underlying applications themselves.
  • Reports and dashboards within the Insights Console allow teams to pull data into structured views for stakeholder communication, KPI tracking, and monitoring progress over time.
  • The WalkMe Editor is a browser-based tool where all WalkMe content is built, managed, and published directly on top of the applications users will experience.

Now that you are familiar with the applications that power walk me, let's explore what gets built inside the Editor.

Next, let's look at contextual guidance.

These tools are built from within the WalkMe Editor and represent what your end users will primarily see and experience when WalkMe is deployed.

Watch the video to get an overview of WalkMe’s most commonly used tools including Smart Walk-Thru, SmartTips, ShoutOut, Launchers, Onboarding Task, and Resources, and learn how each one supports users directly within their applications.

Key Takeaways from Video
  • The WalkMe Menu serves as a central hub for employees, bringing together updates, resources, training, onboarding, and self-service support within a single unified interface across web, mobile, and desktop.
  • Smart Walk-Thru provide step-by-step guided flows that appear directly on screen, walking users through processes in real time inside the application.
  • SmartTips and ShoutOut deliver contextual information exactly where users need it, with SmartTips providing field-level guidance and ShoutOut communicating important messages that require active user engagement.
  • Launchers provide quick, contextual access to resources, guidance, or content on demand, while Onboarding Tasks present users with a structured checklist to guide them through getting started on a platform.
  • Resources give users access to helpful reference materials, such as articles, PDFs, and videos, directly within the applications they are already working in.

To summarize, WalkMe addresses both the digital and AI adoption gaps, at every level.

It gives you the data to understand what's happening across your technology stack. It gives you the tools to act on that data by building in app guidance and automation. And it creates an experience for end users that makes software easier to use, processes easier to complete, and outcomes easier to achieve.

Each one serves a distinct purpose, and the most effective WalkMe implementations use them in combination, tailored to the specific needs of the workflow and the user.

That covers the foundation. Now, it's time to roll up your sleeves and start using WalkMe.