Prerequisites
Before installing the app, make sure you have:- A RAUM AI account — sign up at raum.am/onboarding if you haven’t already
- Zendesk admin access to install apps from the Admin Center
- Your RAUM AI Backend URL, API key, and Organization ID — find these in your RAUM AI dashboard under Settings
Installation steps
Open the Zendesk Admin Center
In Zendesk, click the Admin icon (the gear) in the left sidebar, then navigate to:Apps and integrations → Apps → Zendesk Support appsYou will see a list of all apps currently installed in your Zendesk account.
Upload the RAUM AI app
The RAUM AI app is distributed as a private app package (
.zip file).- Download the latest
.zippackage from your RAUM AI dashboard under Settings → Zendesk App, or from your account manager. - In the Zendesk Admin Center, click Upload private app.
- Give the app a name — for example,
RAUM AI Assistant. - Click Choose file, select the
.zipfile you downloaded, then click Upload.
Configure the app settings
During installation, Zendesk prompts you for three required settings. You can find all three values in your RAUM AI dashboard under Settings.
Click Install to finish.
| Setting | What to enter | Where to find it |
|---|---|---|
| Backend URL | Your RAUM AI backend hostname — host only, no protocol or path | Settings → Zendesk App |
| API Key | Your organization’s RAUM AI API key | Settings → API Keys |
| Organization ID | Your RAUM AI organization identifier | Settings → General |
Enable the app for your agents
By default, a newly installed private app may not be visible to all roles. To enable it:
- In the Zendesk Admin Center, go to People → Roles.
- Select the role you want to enable the app for (for example, Agent or a custom support role).
- Under Apps, find RAUM AI Assistant and enable it.
- Click Save.
Verify the installation
Open any ticket in Zendesk as an agent with the enabled role.Check the following:
- The ticket editor toolbar shows the RAUM AI buttons (Generate, Grammar Check, Translate, and others depending on the ticket channel).
- The ticket sidebar shows the RAUM AI analysis panel on the right side of the ticket.
What the app adds to Zendesk
The RAUM AI app registers in two locations inside the Zendesk agent interface: the ticket editor toolbar and the ticket sidebar.Ticket editor toolbar
The editor toolbar gives agents a set of AI-powered writing tools that operate on the content of the reply composer. The available buttons depend on whether the ticket is an email ticket or a live chat/messaging conversation.- Email mode
- Chat / messaging mode
| Button | What it does |
|---|---|
| Generate | Runs the full four-step pipeline (Understand → Plan → Act → Reply) and streams a complete, context-aware response into the composer. The AI reads the ticket subject, description, conversation history, Zendesk tags, and any connected knowledge base or procedures. |
| Grammar Check | Corrects grammar and spelling in the current composer text. Preserves your formatting, tone, and wording choices. Handles up to 5,000 characters. |
| Translate | Translates the composer text into a target language. The original text is preserved above a separator, and the translation is appended below. Supports 20+ languages with native-language names in the selector. |
| Rewrite | Rewrites the current composer text while keeping the same meaning. Useful for polishing a rough draft. |
| MCP Execute | Runs a custom instruction against the ticket using your configured MCP (Model Context Protocol) tool integrations — for example, looking up an order, triggering a refund, or fetching account data from an external system. |
Ticket sidebar
The ticket sidebar panel shows real-time AI analysis of the current ticket. It updates automatically each time the AI processes a request — no manual refresh needed.| Element | What it shows |
|---|---|
| Sentiment badge | The customer’s detected sentiment: Urgent, Negative, Neutral, or Positive. Displayed as a color-coded pill. |
| Category pill | The ticket category detected by the AI (for example, Billing Dispute, Password Reset, Shipping ETA). Displayed next to the sentiment badge. |
| Summary | A one- or two-sentence summary of what the customer is asking for. Appears below the pills and is useful when skimming a long conversation thread. |
| Confidence badge | The AI’s confidence in its generated response: High, Medium, or Low. Color-coded. Does not appear after Translate, Rewrite, or Grammar Check actions, since those do not produce a full AI-generated answer. |
The sidebar updates in real time by listening for the
ai_action_complete event broadcast by the RAUM AI background process. You do not need to refresh the page or click anything — the sentiment, category, summary, and confidence badge all appear within a second or two of the AI finishing its response.- Suggested articles from your Zendesk Help Center that are relevant to the current ticket.
- Suggested macros from your Zendesk macro library that match the ticket context. Click a macro row to apply it directly to the ticket.
- Similar tickets from your ticket history that resemble the current one. Click a row to navigate to that ticket.
- Feedback buttons to rate the AI response thumbs-up or thumbs-down. Feedback is logged against the specific AI response and used to surface quality trends in the RAUM AI analytics dashboard.
Troubleshooting
The AI toolbar buttons are not appearing
The AI toolbar buttons are not appearing
I see 'Backend service unavailable' when I click Generate
I see 'Backend service unavailable' when I click Generate
I see 'Authentication failed'
I see 'Authentication failed'
- Check that the API Key in the app settings matches your current API key in the RAUM AI dashboard under Settings → API Keys.
- Verify the Organization ID is correct.
- If you recently rotated your API key, update it in the Zendesk app settings: Admin Center → Apps → RAUM AI Assistant → Settings.
The sidebar panel shows no data
The sidebar panel shows no data
Responses are slow
Responses are slow
Response time depends on your AI provider and model. For the fastest results:
- Use a faster model for your All-purpose model (for example,
gpt-4o-miniorclaude-3-5-haiku). - Check your AI provider’s API status page for outages.
- Verify your RAUM AI backend has sufficient resources if self-hosted.
What’s next
Get started with RAUM AI
Review the full setup guide if you haven’t completed account creation and Zendesk connection yet.
Copilot mode
Learn how to use the AI toolbar effectively as a writing assistant for your support team.
Agent mode
Enable fully autonomous ticket resolution so RAUM AI closes tickets in the background.
Configure integrations
Connect external tools so the AI can look up live data during the Act step.