Help & Guide

1. Visit our homepage and scroll to the pricing section
2. Click "Start Free Trial" on your preferred plan
3. Fill in your firm name, your name, phone number, and email
4. Click "Start My Free Trial" — you'll get 14 days free, no credit card needed
5. You'll be redirected to the onboarding page to complete setup

Onboarding has 2 simple steps:

1. Telegram Bot: Create a bot via @BotFather on Telegram, then paste the token in Sarathi-AI. This becomes your personal CRM bot.
2. Branding: Add your tagline, contact details, and credentials. These appear on calculators and reports you share with clients.

1. Open Telegram and search for @BotFather
2. Send /newbot
3. Give your bot a name (e.g., "MyFirm Insurance Bot")
4. Give it a username ending in "bot" (e.g., myfirm_insurance_bot)
5. BotFather will give you a token like 1234567890:ABCdef...
6. Copy this token and paste it in the Sarathi-AI onboarding page

Voice-First CRM lets you manage your entire business by just speaking into your Telegram bot. No typing needed! Just record a voice note and Sarathi-AI will understand what you want to do.

6 Voice Actions Available:

• Create Lead: "Naya client Priya, phone 9876543210, health insurance chahiye"
• Log Meeting: "Ramesh ji se mila, health insurance discuss kiya, next week follow up karna hai"
• Update Stage: "Priya ka stage contacted pe update karo"
• Create Reminder: "Kal shaam ko Suresh ji ko call karna hai"
• Add Note: "Ramesh ji ne bola ki wife ke liye bhi policy chahiye"
• General: Any other voice note — AI shows you options to create lead, log meeting, or set reminder

1. Open your Telegram CRM bot
2. Record a voice note saying something like: "New client Mohan Kumar, phone 98765 43210, Delhi, health insurance chahiye, budget 500 per month"
3. AI extracts all details automatically — name, phone, city, need, budget, follow-up date
4. You see a confirmation card — tap ✅ Create Lead or ✏️ Fill Missing to add any details the AI couldn't catch

After a client meeting, just record a voice note:

"Aaj Sharma ji se mila unke office mein, term plan discuss kiya 1 crore ka, interested hain, agle Tuesday ko follow up karna hai"

Sarathi-AI will automatically:

• Find "Sharma ji" in your lead database (fuzzy matching)
• Log the meeting with a summary
• Set a follow-up reminder for Tuesday

Sarathi-AI is built for Indian networks! It automatically:

• Shows "Processing... might take a few seconds" so you know it's working
• Retries automatically if network drops — up to 2 retries
• Keeps you updated: "Network hiccup! Retrying..."

Your Telegram bot includes 12 AI-powered tools:

• 🎯 Sales Pitch: Generate personalized pitches for any need type
• ❓ Objection Handler: AI responses to common client objections
• ✉️ Follow-up Message: Auto-draft follow-up messages for leads
• 📊 Lead Summary: Get AI-powered analysis of any lead
• 📋 Policy Explainer: Explain policy documents in simple language
• 📑 Claim Assist: Help clients prepare claim documentation
• 💬 Client Greeting: Birthday, anniversary, and festive greetings
• 📈 Market Update: Daily insurance market insights
• 🧠 Need Analyzer: Analyze client needs and recommend products

You have multiple ways to add leads:

• Voice: Record a voice note with client details (fastest!)
• Command: Type /addlead — the bot asks step-by-step for details
• Dashboard: Use the web dashboard to add leads via the "+ Add Lead" button
• CSV Import: Upload a CSV file to import multiple leads at once (owners only)

When a lead converts to a customer, use:

/addpolicy

Enter the policy details: type (life/health/motor/etc.), premium amount, start date, and the lead's name. The bot will track renewals automatically.

Sarathi-AI has a complete follow-up accountability system:

• ⏰ 30-min Pre-Reminders: Set a follow-up with time (e.g. 'kal 4 baje Sharma ji ko call') and get a reminder 30 minutes before — with ✅ Done / 🕐 Snooze buttons
• 📋 Post Follow-up Notes: After tapping Done, Sarathi-AI asks 'How did it go?' — send a voice note or text to record notes on the lead's timeline
• 📊 Lead Timeline: Every interaction, note, and follow-up is tracked on a visual timeline — visible on your dashboard
• 🔄 Smart Nudges: Morning agenda, afternoon reminders, and evening missed follow-up alerts — delivered to your Telegram
• 🎂 Birthdays & Renewals: Auto birthday greetings and policy renewal reminders (30-day advance)
• 🎙️ Voice Reminders: Say "kal Suresh ko call karna hai 4 baje" — AI creates a timed reminder automatically!

Your dashboard is available at the website. It shows:

• Total leads, policies, and premium collected
• Today's follow-ups and upcoming renewals
• Pipeline breakdown by stage
• Lead Timeline: Click 📋 on any lead to see full activity history — interactions, notes, follow-up status
• AI tools, calculators, and team management (for owners)

Smart Nudges are AI-powered follow-up suggestions. When you have leads that haven't been contacted in a while, Sarathi-AI:

• Identifies stale leads automatically
• Generates personalized follow-up messages using AI
• You can send to one lead, multiple leads (bulk), or broadcast to all

Sarathi-AI offers 12 branded insurance calculators:

• Inflation Eraser: Show clients how inflation affects their money over time
• Human Life Value (HLV): Calculate the right life insurance coverage
• Retirement Planner: Plan retirement corpus with SIP calculations
• EMI Calculator: Break down insurance premium EMI options
• Health Cover Estimator: Recommend health insurance cover based on family
• SIP Calculator: Plan systematic investment returns
• MF SIP Comparison: Compare mutual fund SIP options
• ULIP vs MF: Compare ULIP and mutual fund returns
• NPS Calculator: Plan National Pension Scheme contributions
• Step-Up SIP: Calculate returns with annually increasing SIP contributions
• Systematic Withdrawal Plan (SWP): Plan regular withdrawals from your corpus
• Delay Cost Calculator: Show clients the real cost of delaying insurance purchases

After running a calculation, you can:

1. Click "Generate Report" to create a branded PDF report
2. Share the report link with your client via WhatsApp or any other channel
3. The report is branded with your firm name, logo, contact details, website & email
4. WhatsApp share messages include your firm website & email — not Sarathi-AI.com

Your free trial lasts 14 days with full access to all features. No credit card is required to start.

After 14 days, you need to subscribe to a paid plan to continue using Sarathi-AI. Your data is preserved for 30 days after trial expiry.

• Solo Advisor — ₹199/month: 1 agent, all calculators + CRM + reports
• Team — ₹799/month: Up to 5 agents, team dashboard, all features
• Enterprise — ₹1,999/month: Up to 25 agents, priority support, all features

All plans include unlimited leads, policies, calculators, voice AI, and branded reports.

You can cancel anytime from your dashboard. After cancellation:

• Your data is retained for 30 days
• You can reactivate by subscribing to any plan within those 30 days
• After 30 days, your data is permanently deleted

We use Razorpay for secure payments. You can pay via:

• UPI (Google Pay, PhonePe, Paytm)
• Debit/Credit cards
• Net banking

Subscriptions auto-renew monthly. You'll receive an email receipt for every payment.

Absolutely. Sarathi-AI uses multiple layers of security:

• JWT Authentication: Secure token-based login with OTP verification
• Tenant Isolation: Each firm's data is completely isolated — no cross-access
• Encrypted Communication: All data in transit is encrypted via HTTPS
• Abuse Detection: Automated content filtering and progressive block system
• Rate Limiting: Protection against brute-force and abuse

Client data (leads, policies) is stored in an encrypted database and is only accessible by your firm's authenticated users. We never share, sell, or access your client data. Read our full Privacy Policy for details.

If you're already a Sarathi-AI customer, you can become an affiliate directly from your Dashboard:

1. Go to your Dashboard and look for the "Become a Partner" card
2. Click it — your name, phone, and email are pre-filled from your account
3. Submit to get your unique referral link and start earning commissions

Yes! From the Partner Dashboard, click the "Try Sarathi-AI for Your Business" card. Your details are pre-filled — just pick a plan and you're ready to go.

The homepage features a live voice demo that shows how the Telegram bot works. You can:

• Watch the typewriter simulation showing real bot commands and responses
• Click category buttons (Lead, Policy, Reminder, Calculator, etc.) to see different demos
• Try the "Try It Yourself" cards — tap a voice command card, hear the audio, and see what the bot does

Each card represents a real voice command you can give to the Sarathi-AI Telegram bot:

1. Tap a card to expand it
2. Press the 🔊 button to hear the voice command in Hindi (the bot accepts both Hindi and English)
3. See the bot's response — exactly as it would appear in Telegram

You can reach us through:

• Email: [email protected]
• Telegram: Message @SarathiBizBot with your query

We typically respond within 24 hours on business days.