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!

  1. Newest messages received show up at the top, like every chat application made

    When a new message comes in move that contact to the top. As it is now you may never see the notification as it may be way down the list of clients that are below the fold. We keep missing when people text me!

    6 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  2. Reduce screen real-estate from SPEAK

    The margin size of SPEAK to right of my screen is too wide relative to the info displayed within and relative to my RT calendar. Please reduce width of SPEAK screen when opened or allow the use to grab and slide own preference.

    7 votes
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    1 comment  ·  Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  3. Speak - Ability to connect as a Team in contact speak rooms rather than only individuals

    The ability/option to choose to join a Speak chat as an individual user or a team, so that the entire team can talk to a contact without needing to add each person separately and spamming the text with things like John Doe has joined this chat group.
    Our current problem is that we don't want to spam the client with text messages from multiple employees joining a chat group however if the main person who texts contacts is out of the office, other people in the office have no way to know when a contact messages us.

    34 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Redtail Speak

    We would love Speak if we would restrict who could text clients.

    1 vote
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    0 comments  ·  Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  5. Separate Page, Setting and Features for Redtail Speak

    It would be much easier to use Speak if it had its own page instead of taking up a quarter of the right side of the page on every new tab I open in Redtail. When you navigate to a new Redtail page, Speak reloads on that page. If you were in a conversation from the previous page, it is very easy to accidentally type something into the conversation that you might have meant to put into the search bar. Just an option to use Speak on its own page or even a Google Chrome extension for Speak would also…

    3 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  6. Enable Speak invite to be sent to Mexican mobile number.

    The system takes the mobile number, unfortunately we found that the invite does not go through. 

    3 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  7. Emoji

    adding the ability for us to insert our own Emoji like our corporate logo. Thanks

    4 votes
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  8. Suggestion for REDTAIL SPEAK:

    To allow my Office Administrator access to my SPEAK client texts, Perhaps add Office Administrator under permissions on CRM side to allow her to view specific client texts and answer them for me. One advantage to being able to include her via permissioning on the CRM side is that I can terminate her ability to view specific client texts by removing her permission.

    6 votes
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    0 comments  ·  Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  9. Better speak notifications

    I would like email notifications sent to users when either a client texts in, or a team member sends a chat.

    I'm trying to get my team to use chat, but things are being missed due to inadequate notifications.

    SMS notification would be fine too, that works when clients text, but not when team members chat.

    Thanks!

    10 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  10. Disclaimer message automation

    Disclaimers text (similar to Invite Message) that automatically sends client disclaimers after they reply "yes" to join a room

    3 votes
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    1 comment  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  11. Speak phone numbers for each user & Live Chat feature for website

    There needs to be an assigned phone number for each user because we have adviser's all over the country that want a number in their area code.
    Also, make a Live Chat feature that we could add to our website that would allow clients to start a text conversation right from the website that would transition to their phone once they fill out the necessary info to initiate the conversation.

    6 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  12. Speak: It would be very useful to be able to message groups.

    Speak: It would be very useful to be able to message groups. Not the feature now of a public group that is has to be created and one join, but simply be able to message more than one person at a time. We'd love to see it function akin to iMessaging.

    11 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  13. Speak Desktop Application

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

    6 votes
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  14. View ALL Unread Speak Messages

    It would be nice to be able to view all unread Speak messages, if you have access to those clients. Or some other way that, if my coworker is out sick one day, I can make sure any text messages sent to them do not go unanswered.

    23 votes
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  15. Please add the ability to turn on "out of office" text to clients.

    We are concerned clients might text on a weekend or in the evening and expect a response, so we would like the ability to have a automatic message sent to all incoming texts that we can have a message that to tell the client when they can expect a response.

    12 votes
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    1 comment  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  16. Speak notifications to make noise like when a text is received on an Iphone

    When we receive a text in Redtail, I think it would be great to get a "bing" noise or some other noise to notify us. Just like getting a text on an Iphone. I think it is great that chrome has a little pop up bubble that tells me, but if I am away from my desk or miss it because I have to monitor screens, there is no way for me to know unless I go back to redtail and check.

    16 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  17. SPEAK feature would be even better if I can text two or more people at the same time, as clients who are hus/wife want same communication

    SPEAK feature would be even better if I can text two or more people at the same time, as clients who are hus/wife want same communication

    18 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. Create Permission Team Chatrooms

    Be able to assign a chatroom only to specific team members/offices.

    6 votes
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  19. Assign yourself a status

    It would be nice to assign yourself a status like away from my desk, out to lunch, do not disturb or maybe even leave an area to write in your own status.

    9 votes
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    1 comment  ·  Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  20. Speak Notification needs a sound or blinking favicon

    Add a sound to the Speak notifications or maybe a blinking Favicon when at a computer, otherwise it's not much of a notification.I need something to catch my attention.

    29 votes
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    6 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
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