Documentation · SlotDesk AIversion not announced
Setup and usage
Everything needed to run SlotDesk AI.
From server requirements to the first WhatsApp booking. Written against the running application, and public with no login required.
20 of 20 chapters published · the manual is complete
01 · Get it running
Install it and make the background work actually run.
- Before you startServer requirements, what to have ready, and the one hosting requirement that stops the product dead.
- InstallThe browser wizard, screen by screen, and what is still not working when it finishes.
- Cron and the queue workerThe two lines that make reminders, WhatsApp sends and AI replies actually happen.
- First login and the two panelsWhat /app is for, what /admin is for, and who should have each.
02 · Connect the outside world
WhatsApp, the AI provider and payments are all yours, and all connect here.
- WhatsApp Cloud APIThe Meta app, tokens, the webhook and the verification handshake.
- Templates and the 24-hour windowWhen you need an approved template, when you do not, and what Meta checks.
- The AI receptionistChoosing a provider and model, the key, and what it is likely to cost.
- Guardrails and the knowledge baseKeeping the receptionist on topic, and teaching it about your business.
- PaymentsStripe, deposits, refunds and invoices, or running without payments at all.
03 · Describe the business
What you sell, who performs it, and the rules a booking has to satisfy.
- Locations, categories and servicesDurations, buffers and deposits, per service.
- Staff and team membersWorking hours, who performs what, and why a staff member is not a login.
- Booking rulesMinimum notice, cancellation windows, slot holds and double-booking protection.
- Notifications and remindersWhat gets sent, when, and over which channel.
04 · Run it day to day
The screens you will actually live in.
- Calendar and appointmentsThe week and day grids, what the status colours mean, and why every change happens on Appointments.
- The team inboxLive conversations, saved replies, and taking over from the AI.
- Customers and reportsCustomer records, consent and data export, and what the numbers on Reports are counting.
05 · Operate and maintain
Watching it, fixing it, and moving it forward.
- MonitoringAI activity, failed messages, the chat simulator and what WhatsApp is costing.
- The admin panelBusinesses, accounts, system health, the audit trail and the install-wide defaults.
- TroubleshootingSymptom first, with the cause and the chapter that covers it properly.
- Updating and backupsTaking a new release safely, and the three things a backup has to include.
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