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Connect your channels

Channels are where LeadTasker serves your customers. You connect them from a single screen.

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

You'll see three cards: "Tu número" (calls and WhatsApp with your TaskersPro Number), "WhatsApp (Meta)" (if you already have your own WhatsApp Business number) and WebChat (your landing's chat). Once connected, each channel has an "Activo" (active) toggle to pause it without disconnecting. With the channel paused, the agent stops replying, but messages keep arriving in your inbox so you can answer them yourself.

Your number: calls and WhatsApp (TaskersPro Number)​

The TaskersPro Number is included in the Starter and Pro plans: a (US) phone number that the platform buys, configures and manages for you, with no outside accounts and no extra charge.

  1. On the "Tu número" card, click "Elegir número" (choose number).
  2. Search by area code (e.g. 305) and pick your business number.
  3. Click "Confirmar y activar". There's no charge: the number is already included in your plan and is active right away for calls.
  4. WhatsApp on that number is activated for you by the TaskersPro team: you don't need to sign in with Facebook or set anything up in Meta. Meanwhile the WhatsApp row shows "Lo activamos por ti" (we're activating it for you); it takes a few minutes while Meta reviews your business's display name, and we let you know when it's ready.

Once WhatsApp is active, on the same card you can edit your WhatsApp profile ("Perfil de WhatsApp"): the logo and description ("Info") your customers see.

If you're on a subscription trial

If your paid subscription is in a trial period, the card tells you the number is activated as soon as the subscription starts. On the Free plan the number isn't available.

Voice calls​

With your number active, LeadTasker answers calls. Below the card, under "Cómo contesta tu línea" (how your line answers), you set:

  • The welcome message (if you leave it empty, it greets with your business name from your Memory).
  • The language (automatic, Spanish or English).
  • The agent's voice: a selector where you can listen to a sample of each voice before choosing (or keep the default voice).

Changes apply from the next call. Starter includes 60 minutes of calls per month and Pro 100; if you run out, you can buy +60-minute blocks from Starter (see Plans & pricing). With no minutes left, the caller hears a spoken message and the call ends.

WhatsApp with your own number (Meta)​

If you already have a number on WhatsApp Business (Meta Cloud API), connect it from the "WhatsApp (Meta)" card:

  1. Click Connect ("Conectar").
  2. Choose:
    • "Conectar con Meta (Embedded Signup)" — links your number to your Meta account in a few clicks, or
    • "Alta manual (avanzado)" (manual setup) — paste the phone number ID and the access token (and optionally the WhatsApp Business Account ID and App secret).
  3. Click Connect.

You need: a WhatsApp Business / Cloud API account on Meta. Messages count against your plan's WhatsApp quota (Starter 500 and Pro 1,000 per month). WhatsApp isn't included in the free trial: the card says Not included in your plan, and you can connect it once you move to Starter or Pro.

WhatsApp templates and the 24-hour window​

WhatsApp only lets you send free text within the 24 hours after the customer's last message. After that (or if the customer has never written to you), only a Meta-approved template gets delivered. This is the most common cause of "my message didn't arrive".

In LeadTasker → "Configuración" (settings) → "Plantillas de WhatsApp" (WhatsApp templates) (admin.taskerpro.ai/inbox?view=configuracion&tab=templates):

  • TaskersPro keeps an automatic re-engagement template for your number; that one can't be deleted.
  • Click "Nueva plantilla" (new template) to create your own: name, language, category ("Utilidad" to follow up on an inquiry or "Marketing" for promotions) and the message. For data that changes on every send, use numbered positions, each with its label and an example. Click "Enviar a revisión": Meta reviews it before you can use it.
  • Use "Actualizar estado" (refresh status) to see whether it was approved.
  • If you delete a template, it's also deleted in WhatsApp, and Meta won't let you reuse its name for 30 days.

Meta charges for every template sent. How to use them when replying: see Handle conversations.

Web chat (widget)​

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

You don't need external credentials. On your TaskersPro landing the widget turns on automatically. The number of new conversations per month depends on your plan (50 in the trial, 200 on Starter, 500 on Pro); if it runs out, your customer gets a courtesy reply.

Not available to connect

Telegram (in LeadTasker), platform Email, Facebook Messenger and Instagram don't appear as connection options today. Existing Telegram connections keep working, and CoachTasker's Telegram alerts aren't affected — it's a different channel.

Do you have your own Twilio number?

Connecting your own Twilio number isn't offered today: the TaskersPro Number covers calls and WhatsApp, and if you already have WhatsApp Business you use the "WhatsApp (Meta)" card. Accounts that already had it connected keep it.

Availability by plan

Message, conversation and minute limits per channel depend on your plan. Check Plans & pricing.