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Connect your channels

Channels are how LeadTasker serves your customers. They're all connected from a single screen.

Path: side menu → AI Agents ("Agentes IA") → LeadTasker → Conexiones tab (or admin.taskerpro.ai/inbox?view=conexiones).

Each channel is a card with a "Conectar" (Connect) button (or "Configurar" if already connected). Once connected, each channel has an "Activo" toggle to pause it without disconnecting.

WhatsApp​

There are two ways to connect WhatsApp; pick one.

WhatsApp Cloud API (Meta) — recommended​

  1. On the WhatsApp card, click "Conectar".
  2. In "Conectar WhatsApp Cloud API" choose:
    • "Conectar con Meta (Embedded Signup)" — link your number to your Meta account in a few clicks, or
    • "Alta manual (avanzado)" — paste your Phone number ID and Access token (and optionally the WhatsApp Business Account ID and App secret).
  3. Click "Conectar".

You need: a WhatsApp Business / Cloud API account in Meta.

WhatsApp via Twilio​

  1. On the "WhatsApp (Twilio)" card, click "Conectar".
  2. Twilio credentials: enter your Account SID and Auth Token.
  3. WhatsApp number: enter your phone number (with country code).
  4. Verification: copy the webhook URL shown and paste it into Twilio; then use "Enviar mensaje de prueba" / "Verificar estado del número".

You need: a Twilio account with a registered WhatsApp sender.

Web chat (widget)​

  1. On the WebChat card, click "Conectar".
  2. Customize the assistant name, primary color and welcome message.
  3. Copy the install snippet and paste it before </body> on your site.
  4. Click "Conectar WebChat".

No external credentials needed. On your TaskersPro landing the widget activates automatically.

Voice (Twilio)​

  1. On the "Llamadas de Voz" (Voice) card, click "Conectar".
  2. Enter your Twilio credentials and your voice number.
  3. Under voice settings you can set a welcome message, the language (Spanish/English) and choose the agent's voice: a selector with several voices where you can listen to a sample of each before deciding (or keep the default voice).

You need: a Twilio account with a voice number, and a plan with voice minutes (Pro, expandable with the voice-minutes add-on — see Plans & pricing).

TaskersPro Number (no Twilio account)​

If you'd rather not manage your own Twilio account, the TaskersPro Number ("Número TaskersPro") is included in the Starter and Pro plans: a (US) phone number that the platform buys, configures and manages for you, at no extra cost.

  1. On the "Tu número" card, start the setup.
  2. Search by area code (e.g. 305) and pick your business number.
  3. Confirm. There is no charge — the number is already included in your plan — and it goes live instantly for calls.
  4. WhatsApp is activated in the next step: click Activar WhatsApp, sign in with your Facebook account and confirm your WhatsApp Business account. It takes a few minutes while Meta reviews the display name.
Not available to connect

Telegram (in LeadTasker), platform Email, Facebook Messenger and Instagram don't appear as a connection option today. Existing Telegram connections keep working, and CoachTasker's Telegram digest is unaffected — it's a separate channel.

Availability by plan

The per-channel message/conversation limits depend on your plan. See Plans & pricing.