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!
15 results found
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New Redtail Speak resize Team chat section
I like being able to have several windows always visible on my left monitor screen. I would like the ability to make the list of channels and Direct messages section smaller. If I make the whole window as small as it can go horizontally, the Team Chat section doesn't get smaller like the messages section does, it stays exactly the same size and then it's too small to type or see any messages. Being able to resize it and/or minimize it would be a game changer. (Also, the help chat button is also in the way again and covers the…
3 votes -
Send Broadcast Text Using CRM Lists
We would love to be able to send a broadcast text populated from a CRM list.
3 votes -
Email Notification for Speak
Get either an email notification that a client has sent a text in Speak or maybe a daily summary of unread client texts in Speak.
1 vote -
Add the client's nickname in the searchable name field
Add the client's nickname in the searchable name field. My assistant is not as familiar with my client's preferred name so this would help immensely!
1 vote -
Marking Read Messages As "Unread" or "Pinning" Important Messages to Top
Would be INCREDIBLY helpful if we were able to read messages sent to us, then go back and "Mark it As Unread" or "Pin" it in a fashion where it's easier to delineate between messages you've already replied to or those you still need to act upon. Apple changed their text messages a few years ago to finally allow for messages to be read, then marked as unread to help users know which messages still needed to be replied to. Any change such as what I'm suggesting would make all the difference in the world to the usability of this…
3 votes -
Auto add user to new text threads
As a SPEAK user, allow me to be automatically joined to all text rooms.
Example: An admin invites clients but advisor wants to be automatically part of the conversation w/o having to add manually to each.
3 votes -
Automatically Add Contacts Who Text Me First
As it is, when someone texts me first I have to send them an invitation and they have to accept it before I can respond to their text. When they text me first, a separate invitation should not be required. Then the conversation would just flow from their initial text.
3 votes -
scheduled message
It would be very helpful to allow other users in the office to view the scheduled messages. The way it is setup now is individualized - no one else can see the scheduled message and that is not helpful, especially for our office because we have 3 people who schedule appointments and if a client calls up and cancels and appt, then we are not able to see the scheduled message and delete it, which creates confusion for the client. So please, please, create an enhancement which allows all users to view/edit/delete scheduled messages. Thanks!!
3 votes -
Use tag groups in Speak
Use tag groups in Speak. This way you can send a bulk message to a particular tag group and as you add to the tag group, you don't have to also add them in the broadcast message in speak. It's just done automatically as it pulls data from the tag group.
12 votes -
Improved message organization for clients
It would be very beneficial to see all clients who have either accepted or received a Redtail Speak invitation. As of now, only clients with a new notification are shown in Speak. This makes it difficult to see clients who have been invited but have yet to join. As previously stated, sorting messages by newest first like other platforms would make usage so much easier!
11 votes -
international numbers for speak
Would like to be able to use Speak for clients that are located internationally with International phone numbers. Disappointed that it can not be currently used for these clients.
3 votes -
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.18 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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It would be very useful to be able to message a team of users
Speak: It would be very useful to be able to message a team of users or multiple users in one chat. Not the feature now of a public channel 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.
19 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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
37 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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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