Sarathi-AI
Set Up Your CRM
3 quick steps and you're ready to grow your business
Sarathi-AI
3 quick steps and you're ready to grow your business
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
Your brand identity on PDF reports, WhatsApp messages, and client communications.
Your CRM is ready. Start adding leads and growing your business.
/start to register as the firm owner
Sarathi-AI Business Technologies
AI-Powered Financial Advisor CRM Platform · sarathi-ai.com
© 2026 Sarathi-AI Business Technologies. All rights reserved.