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.
The 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!
-
Lindsey commented
For Speak Texting to be effective we need to be able to text people through speak without getting the messages that everyone else is sending. It is inefficient for the CSA or advisors to see messages about scheduling when they go text a client.
-
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. -
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.