WalkMe solutions, AI knowledge referencing
Fetch curated information from company resources when conditions are met.
Overview
WalkMe's AI Knowledge Referencing contextually retrieves company information from connected documentation—such as policies or governance stored in internal knowledge sources—for exposure to end-users or use in other WalkMe AI services. For instance, an AI SmartTip can be instructed to evaluate user inputs against a specific knowledge source, grounding guidance in company policy. Consider an open-text win/loss field in a CRM: without knowledge referencing, feedback is generic; with it connected to a best practices document, feedback is tailored to the company's desired format and standards. AI Knowledge Referencing is part of WalkMe's Contextual AI Assistance Suite—encompassing Pinned, Proactive, and On-Demand AI services—designed to inject AI-powered guidance into user workflows and improve productivity and compliance. Available as a Base AI feature at no charge through end of December 2026, after which it becomes a Premium AI feature. Learn more via the overview link.
Benefits
- Ground in-app AI assistance in company information, policy, and best practices
- Provide end-users with timely access to company documentation when in-app conditions are met
Details
Solution type
AI Feature