Deskly Documentation

Learn how to set up, configure, and embed Deskly bots.

New to Boilerlykit?

Start with the Getting Started guide to have your first bot embedded and answering questions in minutes.

Install, env, and your first embedded bot

Clone, install, set up Supabase, and get your first bot embedded on a page.

Supabase, Stripe, AI provider, Resend, and CRM env vars, and which ones are server-only.

Multi-tenant bots, RAG, abuse protection, and leads

How the bots table adds a multi-tenant layer on top of the underlying AI SaaS template.

The script tag, the sandboxed iframe, postMessage resize, and the domain allowlist check.

Upload, chunk, embed, and retrieve — scoped per bot instead of per account.

The three rate-limit layers and the real owner credit-balance check behind them.

How email/phone are extracted from chat, stored, and emailed to the bot owner.

HTTP surface and CRM booking connections

Widget chat and config endpoints, plus the CRM OAuth connect/callback routes.

What's real (OAuth connect) versus stubbed (appointment creation) in the CRM scaffold.

Ship it and fix what comes up

Deploy to Vercel, point the widget domain at your real host, and go live.

Widget not loading, domain checks failing, and other issues we see often.

Can't find what you're looking for? Check out the Troubleshooting guide or reach out to our support team.