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LeadTasker

Serve, qualify and convert. On any channel.

LeadTasker is the agent that talks with your customers. It answers their questions with your business's real information, qualifies them, books appointments and alerts your team when needed — all as a single conversation, no matter the channel.

What it does​

  • Serves and answers questions using your business knowledge (your catalog, your FAQs, your policies).
  • Qualifies leads: asks a few natural questions and gives you a summary, alerting you when a contact is "hot".
  • Captures contact details: naturally asks for the customer's name and email during the conversation and saves them to their contact profile (on voice calls, it spells the email back and confirms it before saving).
  • Sends real emails: when a customer asks for information or a link by email, LeadTasker actually sends it (and it's logged for you).
  • Categorizes conversations (new customer, existing customer, complaint) and escalates to a person when it detects something that needs your attention — for example, an upset customer.
  • Books appointments (see below).
  • Sends files you authorize (catalog, menu, price list) and understands the voice notes and images your customers send.
  • Proposes charges with a Stripe payment link, always with your approval (see Charge your customers).
  • Follows up with people who stop replying and runs your automatic rules (see Configure LeadTasker).

Channels​

Today you can connect LeadTasker to:

  • Web chat (widget on your landing)
  • WhatsApp (with your TaskersPro Number or with your own Meta WhatsApp Business number)
  • Voice (calls to your TaskersPro Number)
Not available to connect

Telegram, platform Email, Facebook Messenger and Instagram don't appear as a connection option today. Existing Telegram connections keep working.

Booking appointments​

LeadTasker proposes available times (if the customer asks for a specific day, it searches that date), creates the event in Google Calendar with its Google Meet link and sends the customer the calendar invitation by email — asking for their email if it doesn't have it yet. The appointment is recorded on the contact's profile. To use it you need your Google Calendar connected (see Book appointments).

It can also call the customer to remind them of their appointment.

Availability by plan​

  • Answering questions, capturing contacts and escalating to a person: on every plan.
  • Qualification and booking: from the Starter plan.
  • WhatsApp and voice calls: from Starter (Starter includes 60 voice minutes per month and Pro 100).
  • Appointment reminder calls, automatic follow-up and charges with approval: Pro plan or above.
  • The per-channel message/conversation limits depend on your plan (see Plans & pricing).