Setup Your CRM — Sarathi-AI Business Technologies

🤖 Step 1: Create Your ऐप CRM Bot

Your firm gets its own branded Telegram bot — your agents use it daily to manage leads, pipeline, and follow-ups.

1. Open Telegram and search for @BotFather

2. Send /newbot to BotFather

3. Choose a display name for your bot (e.g., Acme Financial CRM)

4. Choose a username ending in "bot" (e.g., AcmeInsuranceBot)

5. BotFather will give you an API Token — copy it and paste below

• Use your firm name as the bot name — your clients will see it in WhatsApp-style notifications

• Example: "Krishna Insurance Advisor" or "Sharma Financial Services Bot"

• You can change the bot name, description, and profile photo anytime via @BotFather

Send auto-greetings, calculator reports, and policy reminders directly to client WhatsApp.

WhatsApp Cloud API requires a Meta Business Account and a WhatsApp Business App. If you don't have these yet, follow the setup guide below.

You'll find these in the Meta Developer Portal → Your App → WhatsApp → API Setup.

Your brand identity on PDF reports, WhatsApp messages, and client communications.