Connect to beam via Telegram
Request access and get approved. Takes under a minute.
How to get started:
Open @beam_urstory_bot
- Open Telegram and search for @beam_urstory_bot
- Tap Start or send /start
- Beam will ask for your name. Type your full name (e.g. Болор Дорж)
- Wait for admin approval. You will get a notification when you are in.
What the exchange looks like
👋 Beam-д тавтай морил! Хандалт авахын тулд өөрийн нэр овогоо оруулна уу.
(Жишээ: Болор Дорж)
(Жишээ: Болор Дорж)
Болор Дорж
✅ Хүсэлт илгээгдлээ! Admin батлах хүртэл хүлээнэ үү 🙏
What went wrong on this step?
Reported. Khulan will follow up.
Log a new client interaction
Send a voice note or text message describing a meeting or call. Beam extracts everything and asks you to confirm before saving.
What to do: Send a message to @beam_urstory_bot describing a real or fictional client meeting. Include the person's name, what happened, and what they are interested in.
Try copying this example
Өнөөдөр Болд Нарантуяатай уулзлаа. Шоуруум руу өөрөө орж ирсэн. BMW X5 сонирхож байна, санхүүжилтийн нөхцөл асуусан. Мягмар 10:00д дахин холбогдох болно.
Copy message
🔍 Болд Н — хайж байна...
👤 Болд Нарантуяа
📊 Prospect · Visit · Walk-in
🚗 BMW X5
💬 Санхүүжилтийн нөхцөл асуусан.
📌 Мягмар 10:00д дахин холбогдох
⏰ 2026-04-28T10:00
Санууллга нэмэх үү?
📊 Prospect · Visit · Walk-in
🚗 BMW X5
💬 Санхүүжилтийн нөхцөл асуусан.
📌 Мягмар 10:00д дахин холбогдох
⏰ 2026-04-28T10:00
Санууллга нэмэх үү?
Тийм 10:00
✅ CRM-д хадгалагдлаа. Calendar-т нэмэгдлээ.
What to look for
After confirming, the lead appears in the CRM below. Look for your name in the Salesperson column.
Live CRM — beam leads database
What went wrong on this step?
Reported. Khulan will follow up.
Update an existing lead
Beam recognizes returning clients and updates their record instead of creating a duplicate.
What to do: Send a follow-up about the same person you just logged. Beam will find their existing record, confirm it is the right person, and update the entry.
Try this follow-up message
Болдтой утсаар ярилаа. BMW X5 биш X3 авах болж магадгүй гэж хэлсэн. Ирэх долоо хоногт test drive хийх болно.
Copy message
🔍 Болд Нарантуяа — Prospect (2026-04-25) олдлоо. Энэ хүн мөн үү?
1 — Тийм, шинэчлэх
2 — Үгүй, шинэ lead
1 — Тийм, шинэчлэх
2 — Үгүй, шинэ lead
Тийм
👤 Болд Нарантуяа
📊 Test Drive · Call
🚗 BMW X3
💬 X3 авах магадлалтай. Test drive ирэх долоо хоногт.
Санууллга нэмэх үү?
📊 Test Drive · Call
🚗 BMW X3
💬 X3 авах магадлалтай. Test drive ирэх долоо хоногт.
Санууллга нэмэх үү?
Засах
✅ CRM-д амжилттай шинэчлэгдлээ.
What to look for
The same lead's record should now show updated status (Test Drive), updated product (BMW X3), and appended notes. No new row should appear.
Live CRM — verify the update appeared
What went wrong on this step?
Reported. Khulan will follow up.
Set a next action with a calendar event
When you confirm a follow-up time, Beam creates a Google Calendar event automatically.
What to do: Log a new client with a specific date and time for the next action. When Beam asks to confirm, include the time and it will create the calendar event.
Log with a clear follow-up time
Сарантуяа гэж эмэгтэй ирлээ. Mercedes GLE сонирхож байна, онлайн зарааас олсон. Пүрэв гарагт 14:00д уулзах боллоо.
Copy message
👤 Сарантуяа
📊 Lead · Visit · Online listing
🚗 Mercedes GLE
📌 Пүрэв 14:00д уулзах
⏰ 2026-04-30T14:00
Санууллга нэмэх үү?
📊 Lead · Visit · Online listing
🚗 Mercedes GLE
📌 Пүрэв 14:00д уулзах
⏰ 2026-04-30T14:00
Санууллга нэмэх үү?
Тийм 14:00
✅ CRM-д хадгалагдлаа. Calendar-т нэмэгдлээ.
What to look for
A new event should appear in the calendar below at the date and time you specified.
beam demo calendar — live events
What went wrong on this step?
Reported. Khulan will follow up.
Ask beam about a lead
No commands needed. Ask in natural Mongolian and beam searches the CRM and replies instantly.
What to do: Ask beam a question about one of the leads you just created. Try asking about their next action or what they were interested in.
Ask about a next action
Болдтой ямар next action байна вэ?
Copy
📌 Болд Нарантуяа — Test Drive
🗓 Next action: Test drive зохион байгуулах
⏰ 2026-04-30
🗓 Next action: Test drive зохион байгуулах
⏰ 2026-04-30
Ask about a product interest
Сарантуяа ямар машин сонирхсон вэ?
Copy
🚗 Сарантуяа — Mercedes GLE
📊 Статус: Lead
💬 Онлайн зарааас олсон. Пүрэв уулзах болсон.
📊 Статус: Lead
💬 Онлайн зарааас олсон. Пүрэв уулзах болсон.
Multiple matches
If beam finds more than one person with that name, it lists them with status, product, and date so you can pick the right one.
Also try: your upcoming actions for the week
/reminders Copy
📅 Энэ долоо хоногийн actions
Apr 25 – May 1
1. Болд Нарантуяа — Test Drive
📌 Test drive зохион байгуулах
⏰ 2026-04-30T10:00
2. Сарантуяа — Lead
📌 Пүрэв 14:00д уулзах
⏰ 2026-04-30T14:00
Нийт: 2 action
Apr 25 – May 1
1. Болд Нарантуяа — Test Drive
📌 Test drive зохион байгуулах
⏰ 2026-04-30T10:00
2. Сарантуяа — Lead
📌 Пүрэв 14:00д уулзах
⏰ 2026-04-30T14:00
Нийт: 2 action
What went wrong on this step?
Reported. Khulan will follow up.
🎉
You have tested the full beam flow.
You have seen how beam captures sales conversations, keeps the CRM updated automatically, and tracks next actions without any manual data entry.
✓ Connected via Telegram
✓ Logged a new lead
✓ Updated an existing record
✓ Calendar event created
✓ Queried CRM by name
Ready to explore beam for your team?