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Redtail Speak

Welcome to our Redtail Speak feedback forum, where you can add suggestions about how to make our chat app better!

Add ideas of your own on how we can improve Redtail Speak, and browse the ideas of fellow Speak users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!

How can we improve Redtail's Chat App, Speak?

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6 results found

  1. Increase character option for speak to more than 120

    Increase character option for speak

    Shorten pre populated invite message in speak to Reply "yes" to connect.

    1 vote
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    0 comments  ·  Preferences  ·  Admin →
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  2. Speak: Add keyword and short code

    Add keyword and short code feature to Speak. This would allow us to have the client/prospect text a keyword to a 5-digit number. This sets up the texting and is their consent for us to text them. Other texting companies have this feature (SimpleTexting).

    1 vote
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  3. Chronological note and text communications

    Currently the new text function does show communication with a specific client chronologically, but as a side bar. I would prefer the text notes to show up in chronological order with client notes. It seems a little unorganized especially if client notes are opened, but the text isn't, its harder to get the full picture of the communication especially if you are not the note taker. Perhaps the texting functionality could be as simple as clicking a toggle button much like you would when adding a comment to a note. Perhaps there can be a text button next to the…

    1 vote
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    1 comment  ·  Contacts  ·  Admin →
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  4. We'd like to have our clients be able to text us with our own phone number via Speak.

    We have been using a chat feature for a while and have put it on all of our physical and digital marketing. Clients are used to it now and I'd hate to have to change the phone number. Can we use Speak with our current phone number?

    4 votes
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  5. Speak Desktop Application

    There needs to be a Redtail Speak PC and Mac download.

    6 votes
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  6. Start or Return to a Client Chat from Client Record in One Click

    We noticed that when a client agrees to RT Speak, they have a nice … symbol next to their mobile phone (I like this).

    It would be nice if we could “click” on that, or even click on the menu drop down to the right of the mobile phone, and launch RT speak with that client from there.

    Otherwise, we have to go to the RT speak section, scroll down and find their name at the bottom.

    9 votes
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    1 comment  ·  Preferences  ·  Admin →
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