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Use this checklist when you want the shortest path from the RAUM signup page to a working product.
The onboarding wizard changes its steps based on the product you selected. AI Chatbot has a shorter signup flow because it does not require Zendesk. A bundled AI Assistant + AI Chatbot signup follows the Assistant flow first, then finishes Chatbot setup in the dashboard.

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1. Choose what you are setting up

Open raum.am/onboarding. Choose one of:
  • Zendesk AI Assistant — for agent assistance and Zendesk automation;
  • RAUM Chat — for the customer-facing web widget; or
  • Both channels — one organization with both products.
The page loads the currently available plans and billing options from RAUM’s live offer service. Select the plan you want to use and continue. Learn more about product selection →

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2. Create your account

Enter:
  • first name;
  • last name;
  • work email;
  • company name; and
  • a password that contains at least 8 characters, one uppercase letter, one lowercase letter, and one number.
Marketing email consent is optional and is not required to create your RAUM account. Account and verification details →

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3. Connect your AI provider

Choose your provider, enter the required credentials, then verify the connection and fetch the models available to your account. During onboarding you select:
  • an all-purpose/chat model for reasoning and response generation; and
  • an embedding model for semantic retrieval.
If the provider you chose cannot provide everything RAUM needs, the wizard can also accept a secondary provider for the missing capability. Connect an AI provider →

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4. Complete the product-specific path

Connect Zendesk. OAuth is the default path; API-token authentication remains available when needed.After email verification, RAUM can:
  1. create or reconcile the recommended Zendesk webhook and triggers;
  2. install or update the public RAUM AI Assistant Marketplace app; and
  3. optionally start Brand Voice analysis.
Continue with AI Assistant setup →

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5. Verify your email

RAUM sends a 6-digit verification code to the work email you entered. The code expires after 10 minutes. Enter it in the onboarding wizard to create the organization and finish registration. If your signup includes Zendesk OAuth, the onboarding wizard preserves the pending registration across the Zendesk authorization redirect and resumes when you return.

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6. Open your workspace

After verification, sign in to your RAUM workspace. Your next screen depends on the product you purchased:
  • AI Assistant — review Zendesk setup and start testing the Assistant inside Zendesk.
  • AI Chatbot — use the three-step setup checklist in the Chatbot workspace.
  • Both — verify the Assistant setup, then create the first Chatbot channel.
For AI Assistant, start with an ordinary Zendesk ticket and use Generate so an agent can review the response before sending it. For AI Chatbot, use the widget preview or a test page on an allowed origin before putting the widget on your main production site.

AI Assistant onboarding

Finish triggers, Marketplace app setup, and optional Brand Voice analysis.

AI Chatbot onboarding

Create a channel, install the widget, and test the visitor experience.