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Review your business with CoachTasker

CoachTasker is your business coach: you ask it questions, it watches your operation and alerts you to what needs your attention.

Path: menu AI Agents ("Agentes IA") → CoachTasker (/agents/coach).

Availability by plan

Asking the coach is on every plan, with a monthly cap on queries (50 in the trial, 100 on Starter, 200 on Pro). Proactive alerts and the morning summary are on the Pro plan or above: on other plans the alerts panel is empty.

Ask the coach​

In the "Coach" tab, type your question in "Pregúntale al coach sobre tu negocio...". CoachTasker responds with recommendations specific to your business (opportunities, risks, pricing ideas).

Your business's live metrics and pipeline are on the Dashboard (the app home).

Handle alerts​

On the right is the "Necesita tu atención" (needs your attention) panel, where proactive alerts appear. Each alert has a direct action depending on the case, for example:

  • "Responder" (reply) — a hot lead is waiting.
  • "Reactivar" (re-engage) — an opportunity is cooling off.
  • "Atender" (attend to) — an upset customer.
  • "Añadir a memoria" (add to memory) — business information is missing.

You can dismiss an alert with the X.

Alerts and summary in the bell​

Alerts and the daily summary also reach the notifications bell (top right). From there you can "Marcar todas como leídas" (mark all as read).

Get notified on Telegram​

  1. In CoachTasker, open the "Conexiones" tab.
  2. On the Telegram card, click Connect ("Conectar"). Create your bot with @BotFather in Telegram (command /newbot), copy the token it gives you and paste it into "Token del Bot". Give it a label (e.g. "My personal coach").
  3. Under "Avisos por Telegram" (Telegram alerts), click "Activar Alertas" and then "Abrir en Telegram" (or send your bot /vincular with the code shown on screen). The code expires in 1 hour.
  4. From then on you get alerts, the morning summary and payment approvals there, which you can approve or reject with one tap. You can also message CoachTasker from that chat.

Push notifications on your device​

On the same "Conexiones" tab, under "Notificaciones push", click "Activar en este dispositivo" (turn on for this device) to receive alerts, the daily summary and approvals even when the app is closed. It's turned on per device and per browser.

On iPhone or iPad

Push notifications only work with the app installed: open TaskersPro in Safari, tap Share → "Add to Home Screen", open the app from that icon and turn on notifications there.

If the browser shows "Permiso bloqueado" (permission blocked), allow notifications for the site in your browser settings and reload the page.

Connect tools (integrations)​

In the "Integraciones" tab you can connect tools like Gmail, Calendar, Drive or Notion (connectors) so your agents have more context; when you connect one you choose which agents use it. Connectors are available from the Starter plan. (Google Calendar for booking appointments is connected from Book appointments.)