🎬 Interactive Product Demo

Experience Sarathi-AI
Like Your Clients Will

Explore every screen, every bot conversation, every calculator — exactly as it works in production. See how AI closes deals while you sleep.

🤖 Telegram Bot
💻 Web on Laptop
📱 Web on Mobile
📲 Install as App
💬 WhatsApp Bot
📊 Calculators
🤖 Telegram Bot Experience

Your AI Sales Assistant on Telegram

Add leads with voice, get AI pitches, track pipeline, smart follow-ups with reminders & accountability — all through simple chat commands.

Telegram Bot - Voice to Action
🎙️ Voice-to-Action AI
Speak → AI creates lead automatically
Telegram Bot - AI Tools
🤖 AI Tools
12 AI-powered sales tools
Telegram Bot - Help Topics
❓ Help Topics
Listen to help topics on any feature
Telegram Bot - Menu
☰ Full Menu Grid
One-tap access to every CRM feature
Telegram Bot - Leads
� My Leads
Pipeline, portfolio & daily stats in-chat
Telegram Bot - Lead Created via Voice
✅ Lead Created
Voice AI creates lead automatically
Telegram Bot - Language Selection
🌐 Language
Full Hindi & English support
Telegram Bot - Partner and Earn
🤝 Partner & Earn
Refer advisors, earn commissions

🤖 All Bot Commands at Your Fingertips

🎙️
/addlead
Add lead via text or voice
📋
/leads
Search & list all leads
🎯
/pitch
AI pitch for any lead
📊
/calc
12 financial calculators
🏥
/claim
Claims helper with checklists
📈
/dashboard
Business dashboard & pipeline
🤖
/ai
12 AI sales tools
🔄
/renewals
Upcoming policy renewals
🎂
/greet
Send client greetings via WA
📱
/wacalc
Share calculator report via WA
📄
/policy
Record a new policy
👥
/team
Manage team agents
💻 Desktop Experience

Full-Screen Dashboard & CRM

Your complete business command center — pipeline, metrics, follow-ups, and AI insights on a wide screen.

📈 AI Sales Dashboard

See your complete business health at a glance. Real-time pipeline tracking, premium metrics, follow-up alerts, and AI-driven insights — all in one view.

  • 📊 6 KPI summary cards — leads, policies, premiums, conversions
  • 🎯 7-stage sales pipeline funnel with live deal count
  • 🔔 Today's follow-ups with 30-min pre-reminders & Done/Snooze
  • 📋 Lead Timeline — full interaction history, notes & follow-up trail
  • ⚡ Quick actions — add lead, run calculator, send greeting
  • 🤖 AI deal scoring — know which leads to call first
  • 🌙 Dark mode toggle — easy on the eyes, day or night
  • 📤 CSV import — bulk upload leads in seconds
sarathi-ai.com/dashboard
Sarathi-AI Dashboard

📊 Financial Calculators Suite

12 professional calculators with interactive charts and branded PDF generation. Show clients exactly what they need to close the deal.

  • 📉 Inflation Eraser — show how inflation kills savings
  • 👤 Human Life Value — exact insurance cover needed
  • 🏖️ Retirement Planner — monthly SIP goals for dream retirement
  • 💳 EMI/Premium Calculator — compare loan options at a glance
  • 🏥 Health Cover — ideal mediclaim based on age & city
  • 📈 SIP vs Lumpsum — visual investment comparison
  • 📊 MF SIP Planner — goal-based mutual fund planning
  • ⚖️ ULIP vs Mutual Fund — compare where charges eat returns
  • 🏛️ NPS Planner — retirement + tax benefit calculator
  • 📈 Step-Up SIP — annual increase for accelerated wealth
  • 💰 SWP Planner — systematic withdrawal for retirement income
  • ⏰ Delay Cost — show the real cost of waiting to invest
sarathi-ai.com/calculators
Sarathi-AI Financial Calculator

🤖 AI-Powered Sales Tools

12 AI tools that turn your CRM into an intelligent sales machine — AI pitch generator, objection handler, follow-up writer, and more.

  • 🎯 AI Pitch — personalized talking points for every lead
  • 🎙️ Voice AI assistant — talk naturally to manage your CRM
  • 🛡️ Objection handler — smart rebuttals for common objections
  • 📧 Follow-up writer — never miss a touchpoint
  • 🎂 Greeting generator — birthday & anniversary wishes
  • 📊 Needs analyzer — understand client requirements
sarathi-ai.com/dashboard#ai
Sarathi-AI AI Tools

👥 Team Management

Build and manage your team of agents. Assign tasks, set follow-up reminders, track performance — with automatic nudges and accountability built in.

  • 👤 Add/edit team members with role-based access
  • 📋 Assign tasks to team members — "create task for Neha" via voice
  • 🔔 Automatic follow-up reminders with 30-min pre-alerts
  • 🤖 AI nudges — proactive momentum & celebration alerts
  • 📊 Individual agent performance metrics & KPIs
  • 🔄 Lead assignment & transfer between agents
  • 🔐 Owner/Admin/Agent role hierarchy
sarathi-ai.com/dashboard#team
Sarathi-AI Team Management
📱 Mobile Web

Your CRM — Always in Your Pocket

Every feature works perfectly on mobile browsers. Check pipeline, run calculators, review dashboard — all on the go.

Mobile Dashboard
📈 Dashboard
Mobile Calculator - SIP vs Lumpsum
📊 Calculator
Mobile App - Admin Options
⚙️ Admin Options
Mobile App - AI Generated Message
🤖 AI Message
Mobile App - Calculator Results in Hindi
📊 Calculator (हिंदी)
Mobile App - SIP Planner Dark Mode
🌙 Dark Mode
📲 Install as App

One Tap — App on Your Phone

No app store needed. Add Sarathi-AI to your home screen and use it like a native app — instant access, full features.

🌐
1

Open in Chrome

Visit sarathi-ai.com on Chrome browser on your phone. Login to your account.

⋮
2

Tap Menu (⋮)

Tap the three-dot menu in Chrome's top right corner.

📲
3

"Add to Home Screen"

Select "Add to Home Screen" or "Install App" from the menu.

✅
4

Done! Use Like an App

Sarathi-AI icon appears on your home screen. Tap to open — full screen, no browser bars.

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New tab
Bookmarks
📲 Add to Home Screen
Settings
Sarathi-AI
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Step 1: Tap ⋮ Menu
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💬
WhatsApp
✈️
Telegram
📧
Gmail
📷
Camera
🤖
Sarathi-AI
✨
📅
Calendar
⚙️
Settings
🎵
Music
✅ Installed! Tap to open →
Full screen • No browser bars
Step 3: App on Home Screen!
💬 WhatsApp Automation

Impress Clients on WhatsApp

Auto birthday wishes, branded reports, policy reminders — all sent from YOUR number with YOUR firm branding.

🏢
Sharma Insurance
Business Account
Today
🎂🎉
Happy Birthday, Rajesh ji! 🎊

Wishing you a wonderful year full of health, happiness, and prosperity!

As your financial advisor, I ensure your family's future is always protected. 🛡️

🏢 Sharma Insurance
📞 98765-43210
IRDAI Lic: LI1234567
— Your trusted advisor, always!
8:00 AM ✓✓
Thank you so much Sharma ji! 🙏 Always appreciate your care.
8:15 AM
🎂 Auto Birthday Wishes
Sent automatically with your branding
🏢
Sharma Insurance
Business Account
Today
📊 Your Financial Report

Hi Rajesh ji, here's the Inflation Eraser analysis we discussed:

PDF
Inflation_Eraser_Report.pdf
324 KB • Branded Report
⚠️ ₹10L today = ₹3.1L in 20 years
📈 You need ₹32L to maintain today's lifestyle
💡 Monthly SIP of ₹8,500 can bridge this gap
This shows why starting early really matters. Shall I prepare a plan for you?

🏢 Sharma Insurance • IRDAI #LI1234567
11:30 AM ✓✓
This is very eye-opening! 😮 Yes please, let's discuss a plan.
11:45 AM
📊 Branded Report Sharing
PDF with your firm name & IRDAI badge
🏢
Sharma Insurance
Business Account
Today
🔔 Policy Renewal Reminder

Dear Priya ji,

Your Health Insurance policy is due for renewal:

📋 Policy Details
🛡️ Star Health — Family Floater
📅 Due: March 5, 2026
💰 Premium: ₹12,450/year
👨‍👩‍👧 Cover: ₹5L (4 members)

Renewing on time ensures no break in coverage. I can help with the renewal process — just reply "Yes"! 👍

🏢 Sharma Insurance
9:00 AM ✓✓
Yes, please help with renewal 👍
9:12 AM
🔔 Renewal Reminders
Auto-sent before policy expiry
📊 Financial Calculators

12 Pro Calculators That Close Deals

Show clients exactly what they need — generate branded PDF reports and share with clients in seconds.

📉
Inflation Eraser
Current Amount
₹10,00,000
Years
20
₹3.1L Real Value
69% wealth lost!

📉 Inflation Eraser

Show how inflation silently destroys savings over time

👤
Human Life Value
Annual Income
₹12,00,000
Years to Retire
25
₹2.1Cr Cover Needed
Minimum cover

👤 Human Life Value (HLV)

Calculate exact insurance cover a family needs

🏖️
Retirement Planner
Monthly Expenses
₹50,000
Retire at Age
60
₹3.2Cr Corpus
SIP: ₹18K/mo

🏖️ Retirement Planner

Calculate retirement corpus and monthly SIP needed

💳
EMI / Premium Calculator
Loan Amount
₹50,00,000
Rate / Tenure
8.5% / 20 yrs
₹43.4K Monthly EMI
Total: ₹1.04Cr

💳 EMI / Premium Calculator

Compare loan EMIs and insurance premiums instantly

🏥
Health Cover Estimator
Age / City
35 / Mumbai
Family Size
4 members
₹10L Ideal Cover
~₹18K/year

🏥 Health Cover Estimator

Find ideal mediclaim cover based on age, city & family

📈
SIP vs Lumpsum
SIP: ₹5K/mo
₹25.1L
VS
Lump: ₹5L
₹27.4L
SIP Lump

📈 SIP vs Lumpsum

Visual comparison — which investment strategy wins?

📊
MF SIP Planner
Goal Amount
₹50,00,000
Time Horizon
15 years
₹9.8K Monthly SIP
Goal: ₹50L in 15Y

📊 MF SIP Planner

Goal-based Mutual Fund SIP planning with growth projection

⚖️
ULIP vs Mutual Fund
ULIP
₹18.2L
VS
Mutual Fund
₹24.7L
⚠️ ULIP charges eat ~35% of returns!

⚖️ ULIP vs Mutual Fund

Compare ULIP vs MF — see where charges eat your returns

🏛️
NPS Planner
Monthly Contribution
₹5,000
Retirement Age
60
₹1.1Cr NPS Corpus
Tax saved: ₹50K/yr

🏛️ NPS Planner

NPS retirement planning with tax benefit calculator

📈
Step-Up SIP
Monthly SIP
₹10,000
Annual Step-Up
10%
Growing SIP
₹1.2Cr corpus

📈 Step-Up SIP

Annual SIP increase for accelerated wealth building

💰
SWP Planner
Corpus
₹50L
Monthly Withdrawal
₹30,000
22 yrs Corpus lasts
₹30K/mo income

💰 SWP Planner

Systematic withdrawal planning for retirement income

⏰
Delay Cost
Monthly SIP
₹10,000
Delay
5 years
₹45L Delayed ₹1Cr On time
₹55L lost!

⏰ Delay Cost

Show clients the real cost of waiting to invest

📄 Every Calculation → Branded PDF Report

Each calculator generates a beautiful PDF with your photo, firm name, IRDAI license, contact details, and professional charts. Share with clients in one tap — they remember YOU, not the tool.

PDF
→
📤

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