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Lauren Euler

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  1. Speak phone numbers for each user & Live Chat feature for website

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    2 comments  ·  Redtail Speak » Notifications  ·  Admin →
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    Lauren Euler supported this idea  · 
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    Lauren Euler commented  · 

    Each user needs their own phone number. Separate advisors cannot have conversations with the same client simultaneously without joining in each others conversations or asking someone to end their conversation with Client A so that they can initiate their own conversation.
    Also ending conversations with clients means that the client can no longer initiate texting with that advisor.
    Clients should be able to always initiate texts with us and our invitation to text should be a one-time thing.

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    Lauren Euler commented  · 

    Each user needs their own phone number. If one of our advisors has a conversation going with a client and another advisor wants to text that same client, the only option he has is to join the existing conversation with the client and first advisor. Or he has to ask the advisor to end his conversation so that he can start his own which is so inconvenient. Also ending conversations with clients means that they can no longer initiate texts with us but they have to ask us to send them another invitation to text. Clients should be able to always initiate conversations to individual advisors/staff and the text invite should be a one time thing.

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