✅ 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!

✈️ Telegram Bot 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
1

Create Your Telegram CRM Bot

It's easier than ordering food online — just 3 simple steps!

📲

Step 1: Open Telegram

Open the Telegram app on your phone (or computer). Don't have Telegram? Download it free from Google Play Store or Apple App Store — takes 30 seconds.

💡 Telegram is like WhatsApp but with superpowers — your CRM bot lives here. You'll use it to manage leads, run calculators, and get AI insights.
🤖

Step 2: Search for @BotFather

In Telegram's search bar (top), type @BotFather and open it. BotFather is Telegram's official bot that creates other bots for you. It's free and trusted by millions.

Send this message to BotFather:
/newbot

BotFather will ask two questions:
  • A display name for your bot (e.g., "Apex Financial CRM")
  • A username ending in "bot" (e.g., "ApexInsuranceBot")
🔑

Step 3: Copy the Token & Paste in Sarathi-AI

After creating the bot, BotFather will give you a token — a long code that looks like this:

7123456789:AAF_abc123def456ghi

Copy this token → Go to your Sarathi-AI Onboarding page → Paste it → Click "Connect Bot"
🔒 This token is like a password for your bot. Never share it publicly. Sarathi-AI stores it securely.
👇 This Is Exactly What It Looks Like
🤖 BotFather
/newbot
Alright, a new bot. How are we going to call it? Please choose a name for your bot.
Apex Insurance CRM
Good. Now let's choose a username for your bot. It must end in 'bot'.
ApexInsuranceBot
✅ Done! Your new bot is created.

Token: 7123456789:AAF_example

You can now paste this token in Sarathi-AI to connect your CRM!
✅ That's it! Your Telegram CRM Bot is ready!
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 Telegram CRM bot → Type /addlead → Enter 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.

✈️ Telegram 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