Setup checklist · ~10 minutes

Get your team ready.

Spend 10 minutes on this once — gather your team's details up front and the setup runs in 5 minutes instead of stalling halfway. Aimed at the IT manager or whoever's rolling this out.

One install, whole team. You only install AI In Your Pocket on ONE machine — a desktop, small server, or repurposed older PC in your office. Team members don't need to install anything; they just open Telegram on their phone or laptop and find your firm's bot.
What you'll have ready
01

Create your Telegram bot

One bot for your whole team. You only do this once — anyone you allowlist (Step 2) can use the same bot.

  1. Open Telegram on your phone or desktop.
  2. Search for @BotFather, open the chat, send /start.
  3. Send /newbot.
  4. Reply with a bot name — display name, can be anything (e.g. "Acme Internal AI").
  5. Reply with a bot username — must end in bot (e.g. acme_internal_ai_bot). This is how your team will find it.
  6. BotFather replies with a token that looks like 8123456789:AAH-XXXxxxx.
  7. Copy that token somewhere safe — you'll paste it during setup.
One bot is enough for your whole team. Even if you have 20 office users, you create one bot here — the bot itself doesn't have a "per-user" limit. The allowlist (Step 2) is what restricts who can use it.
02

Get YOUR Telegram user ID (just the admin)

The installer only needs ONE ID at install time — yours, as the install admin. Your team gets added afterwards via the admin UI (web form, bulk-paste, labels) — much faster than terminal prompts.

On your own phone or desktop:

  1. Open Telegram.
  2. Search for @userinfobot, open the chat, send /start.
  3. The bot auto-replies with your numeric ID (looks like 1234567890).
  4. Keep that number handy — you'll paste it into the installer.
For your team: don't collect everyone's IDs upfront. After install, open the admin UI at http://localhost:5680, paste up to 30 IDs in a textarea (one per line or comma-separated), label them (“Sales team”, “Partner”), hit save. Bot starts replying to them within ~1 second — no restart, no terminal. See the full admin UI tour for the post-install workflow.
03

Pick your AI engine

Two paths — both keep your conversations on your machine. Pick by hardware and privacy posture, not by "which is better" (they're both good for different jobs):

v1.0 — Anthropic Claude

v1.0 ships with Anthropic Claude as the AI engine. Claude does not train on API traffic, which makes it appropriate for regulated UK SMB work (law, accountancy, healthcare). You'll need an Anthropic API key — you can grab one at console.anthropic.com/api-keys in about 2 minutes.

Coming in v1.1 (next week): a fully local AI engine option for buyers who want messages to never leave the machine. Free update by email for everyone who already bought. You can swap engines later without losing your team's conversation history.
After the install completes

Onboard your team via the admin UI

The install drops a desktop shortcut named AI In Your Pocket Admin. Double-click it — or open http://localhost:5680 in any browser on the office machine.

  1. In the Allowlist panel, paste each team member's numeric Telegram ID into the textarea (one per line, or comma-separated). Optional shared label like “Sales team” or “Partner” saves time. Hit Add user(s).
  2. Tell each new user the bot's username (e.g. @acme_internal_ai_bot). They open Telegram, search for it, send /start once. From then on they can DM the bot freely.
  3. Want the AI to know your client / project files? Use the Shared client folders panel to attach a folder by path (e.g. D:\Matters\Conveyancing). The bot can read its files when team members ask — “where are we with Mr Khan's house sale?” gets a real answer citing source files. Read-only — nothing on disk is modified.
  4. Need to remove a leaver, swap AI models, or wipe a user's memory for a GDPR request? All from the same web page. Changes take effect within ~1 second — no terminal, no restart.

Each person's conversation memory is private to them. The bot remembers your conversations separately from your colleague's. Full walkthrough at /admin-ui.

Got everything ready?

With the token + user IDs + Anthropic key in hand, setup takes about 5 minutes.

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