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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 CRM 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).

Channels​

Today you can connect LeadTasker to:

  • Web chat (widget on your landing)
  • WhatsApp (via Meta Cloud API or Twilio)
  • Telegram
  • SMS
  • Voice (calls)
Coming soon

Platform Email, Facebook Messenger and Instagram are on the way: the groundwork is built and they'll be enabled once we finish their setup.

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.

It can also send voice reminders before the appointment.

Availability by plan​

  • Qualification and booking: from the Starter plan.
  • Voice reminders and active follow-up: Pro plan or above.
  • Escalation to a person (e.g. an upset customer) works on any plan.
  • The per-channel message/conversation limits depend on your plan (see Plans & pricing).