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    Lead generation

    A lead generation chatbot that turns visitors into conversations, and conversations into leads

    Contact forms get ignored. A conversation doesn't. HaloTasker's AI chatbot answers visitors' questions first, then asks for their details at the right moment and passes your team a qualified lead with a summary of what they want.

    • Asks at the right moment
    • Qualifies every lead
    • Follow-up task for your team

    14-day free trial. No credit card needed to start.

    A visitor ready to buy

    Customer: Do you install EV chargers for businesses? We need 6.

    AI: We do. For six chargers we'd do a free site survey first. Can I take a few details so the team can arrange it?

    Customer: Sure, it's Sam at Northgate Logistics.

    AI: Thanks Sam. What's the best email and phone number, and the site postcode?

    A qualified lead with the job size, postcode and an AI summary goes to sales with a follow-up task.

    Your contact form is where leads go to die

    Most visitors who are interested never fill in a form. They want an answer first, and a form asks for their details before giving them anything.

    The chatbot flips that around. It answers their questions from your own website, builds trust, then offers a short form inside the chat, or asks conversationally, after a few messages. Every lead is checked for duplicates, summarised by AI and sent to the person who should call them, with a follow-up task so nobody is forgotten.

    How it works

    1. 1

      Give it your website address

      It starts reading straight away. Watch it find your pages and PDFs on a live preview of your own site, then write a profile of your business. Most sites are done in minutes.

    2. 2

      Make it look and sound like you

      Pick the colours, launcher icon, position, greeting and tone of voice, and see exactly how it sits on your home page before it goes live.

    3. 3

      Paste one line of code

      Add the snippet to WordPress, Wix, Squarespace, Shopify, Webflow or any site. Leads, bookings and chats start arriving in HaloTasker.

    Built to convert, not just to chat

    Your questions, your way

    Ask for name, email, phone and your own questions, as a form inside the chat or naturally in conversation, after the number of messages you choose.

    An AI summary of every lead

    Each lead arrives with what the visitor wants and how keen they are, so your team knows who to call first.

    Right person, every time

    Assign leads to one person or share them out in turn across the team, with tags, an email and a follow-up task.

    Consent built in

    Add your consent wording, privacy policy link and an optional marketing tick box, kept with each lead.

    One click to client

    Turn a lead into a client with their own portal, then carry on with quotes, bookings, invoices and workflows in HaloTasker.

    See what converts

    Reports show how many chats became leads, the pages visitors look at most and where conversations start.

    Try it with your own business, free for 14 days.

    Frequently asked questions

    What is a lead generation chatbot?

    It's a chatbot on your website whose job is to turn visitors into enquiries. It answers questions, asks qualifying questions and captures contact details, then passes the lead to your team.

    Does it stop duplicate leads?

    Yes. Leads are matched by email, then phone, so a visitor who chats twice doesn't become two leads.

    Where do the leads go?

    Into the Leads list in HaloTasker, with an email to the person assigned and a follow-up task. One click turns a lead into a client.

    Will it make things up?

    It answers from your website, your documents and the questions and answers you add. You can tell it to only answer from what it's been taught, and when it doesn't know it says so and offers a form, your phone number or a message of your choice.

    How much does it cost?

    The AI chatbot is included in your HaloTasker plan, alongside bookings, the client portal, invoices and workflows. Start with a 14-day free trial, no credit card needed.

    Get more leads from the visitors you already have

    Put the chatbot on your site this afternoon and watch your first leads arrive. Free for 14 days.

    Two Dashboards, One Platform

    The Hub & The Portal

    The Hub is the dashboard you and your team will work from. The Portal is the client-facing dashboard where they get their tasks to complete, raise tickets, complete onboarding and more.

    For You & Your Team

    The Hub

    Your admin dashboard for managing clients, tasks, workflows, quotes and your whole team from one place.

    HaloTasker Hub admin dashboard shown on a laptopHaloTasker Hub dashboard detailed view
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    For Your Clients

    The Portal

    The client-facing dashboard where they complete tasks, raise tickets, submit onboarding forms and stay in sync with you.

    HaloTasker client Portal dashboard shown on a laptopHaloTasker client Portal detailed view
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