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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!

9 results found

  1. 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
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  2. Send Broadcast Text Using CRM Lists

    We would love to be able to send a broadcast text populated from a CRM list.

    3 votes
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  3. 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.

    9 votes
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    Received  ·  1 comment  ·  Bulk Actions  ·  Admin →
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  4. 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!

    8 votes
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  5. 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
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  6. 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 votes
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  7. 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 votes
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  8. 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

    36 votes
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  9. 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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