✅ Easiest Setup Ever

Get Started in Under 10 Minutes
No Tech Skills Needed

We know you're busy growing your insurance business, not writing code. That's why we made everything ridiculously simple. Follow these easy steps and you'll be live in minutes!

✈️ WhatsApp 2 min
🎨 Branding 2 min
📂 Google Drive 2 min
🚀 Total Setup ~10 min
🎓 No coding knowledge needed
📱 Just your phone is enough
🆓 All tools are free to create
🤝 We'll help if you're stuck
2

Connect WhatsApp

Send greetings & reports to clients via WhatsApp — they'll love it!

📱

Option A: WhatsApp Web Link (Simplest — No Setup!)

Sarathi-AI generates "click to send" WhatsApp links. When you tap "Share on WhatsApp" in the bot, it opens WhatsApp with the message ready to send. Zero setup needed!

⭐ This works out of the box — no configuration at all. Perfect for Solo Advisors!
🔗

Option B: WhatsApp Cloud API (Team & Enterprise Plans)

For automatic sending (birthday greetings, renewal reminders without manual tapping), you need the WhatsApp Cloud API. This gives you:

  • Auto birthday wishes — sent at 9 AM, no action needed
  • Bulk greeting messages
  • Branded message templates
How to set up:
1. Go to developers.facebook.com
2. Create a free Developer Account (use your Facebook login)
3. Create a "Business" type app
4. Add "WhatsApp" product
5. Copy the Phone Number ID and Access Token
6. Paste them in your Sarathi-AI settings
💡 Meta (Facebook) gives you 1,000 free messages per month — more than enough for most advisors!
✅ WhatsApp connected! Start sharing with clients!
2

Link Google Drive (Optional)

Automatically save PDF reports to your Google Drive — access from anywhere!

📂

Why Google Drive?

Every calculator report, portfolio summary, and client report that Sarathi-AI generates can be automatically saved to your Google Drive. This means:

  • All reports accessible from any device
  • Share report links with clients easily
  • Backup of all your generated documents
  • Professional file organization by client
🔗

How to Connect

On your Sarathi-AI Onboarding page, click "Connect Google Drive" button. It will ask you to sign in with your Google account and grant permission. That's it!

⭐ Takes literally 30 seconds. Just click "Allow" when Google asks. We only access the Sarathi-AI folder — nothing else on your Drive.
✅ Google Drive linked! Reports auto-saved!
🎉

You're All Set! Start Growing!

Here's what you can do right away

👥

Add Your First Lead

Open your dashboard or send a WhatsApp voice note → add your prospect's details. Lead is saved instantly with auto follow-up scheduled.

🧮

Run a Calculator for a Client

Type /calc in the bot → Choose a calculator (e.g., Inflation Eraser) → Enter client data → Get a branded PDF → Share with your client!

📊

Check Your Dashboard

Visit your Sarathi-AI dashboard to see leads, pipeline, policies, and premium collected — all in real-time. Your business health, at a glance.

🎂

Sit Back — Auto Greetings Work 24/7

Birthday and anniversary wishes are generated automatically every morning. Send them personally to build relationships while you sleep!

🔒

Setup Guide — For Subscribers Only

Sign up for your free 14-day trial to unlock the complete step-by-step setup guide with visual walkthroughs.

💬 WhatsApp setup 🎨 Branding setup 📂 Google Drive 🎥 Visual guides
Start Free Trial — Unlock Guide →

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Common Questions 🤔

Everything you might be wondering about — answered simply

Do I need a computer to use this?
Nope! Everything works from your phone. The Telegram bot works on Android, iPhone, and even desktop. Dashboard opens in any browser.
Is Telegram free?
100% free. Telegram is a free messaging app — no charges ever. Creating a bot is also completely free.
What if I get stuck during setup?
Click the "Need Help?" button on the onboarding page, or email us at [email protected]. We'll personally guide you through the setup — usually within 1 hour!
Can my clients see my Telegram bot?
No! Your CRM bot is private to you. Only you interact with it. Clients only see professional messages and PDF reports you share personally.
Is my client data safe?
Absolutely. Your data is completely isolated — no one else can see it. We use encryption, JWT authentication, and multi-tenant isolation. 100% private.
Do I need any special apps?
Just Telegram (free on all platforms). Everything else works in your browser — dashboard, calculators, reports. No special setup required.
Can I try before paying?
Yes! Every plan includes a 14-day free trial — no credit card required. Set up everything, add leads, run calculators. Pay only if you love it.

Ready to Get Started? 🚀

Sign up for free, follow the steps above, and be live in under 10 minutes. We're here to help every step of the way.

Start 14-Day Free Trial → 📧 Need Help? Email Us