What Chatbot can do
A published website widget can:- answer from Chatbot-approved procedures, guidelines, documents, websites, Gallery assets, Updates, and authored public knowledge;
- use the AI provider and models configured for your organization;
- retrieve approved live data from bounded public SOURCE connections;
- perform explicitly configured public ACTION workflows with identity, confirmation, input bounds, rate limits, idempotency, and audit controls;
- accept supported visitor attachments;
- support multiple published interface languages and organization-defined welcome messages;
- collect pre-chat information;
- offer a human-handoff form on configured triggers;
- create internal RAUM requests, send handoff email, or create Zendesk tickets;
- collect CSAT;
- classify topics, sentiment, visitor context, and deterministic external entities when those features are enabled; and
- provide conversation, handoff, action, topic, visitor, cost, and widget analytics.
Chatbot is public by default only where you approve it
The most important product boundary is simple: Chatbot publication is separately reviewed because the visitor is outside your support organization. Library → Shared Knowledge is the central public review surface. Administrators approve resources for Chatbot there. Public resource types include:- Procedures
- AI Guidelines
- Documents & Websites
- Gallery assets
- Connections
- MCP Servers
- Updates
- RAUM-authored articles
Product boundaries
Some Assistant features are intentionally not Chatbot features.Main administration areas
Setup
Complete the minimum path from AI model to live test widget.
Shared Knowledge
Review exactly what is allowed to become public.
Channels
Configure exact website origins, channel state, publishable keys, and optional handoff delivery.
Widgets
Build, publish, localize, install, and preview versioned website widgets.
Forms & Handoffs
Collect pre-chat data and route human-support requests.
Conversations
Review retained conversations, failures, exports, legal holds, and deletion.
Topics
Classify conversation intent and sentiment and control visitor-data analytics.
Analytics
Measure containment, handoffs, CSAT, actions, language, topics, widgets, and AI cost.
Recommended launch sequence
- Connect and verify an AI provider.
- Review the knowledge you intend to expose publicly.
- Create a web channel with exact production origins.
- Create a widget draft.
- Configure languages, appearance, attachments, forms, knowledge collections, and CSAT.
- Review public connections/actions and visitor-identity requirements.
- Publish the widget.
- Copy the one-time publishable key and installation snippet.
- Test with Preview and private Simulation.
- Run representative live tests on an allowed origin.
- Monitor Conversations, Requests, Analytics, Topics, and failed deliveries after launch.
