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!
48 results found
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Join all team members into client's Speak room
We are a team of four and each of us would like to joint a client's Speak room to get notifications. Right now, whenever I add a client to Speak, I have to ensure each team member also goes in and joins the room once it is connected. Is there a way to automatically join all four of us at once?
22 votes -
Invite multiple clients at once to Speak
Being able to invite multiple clients to Speak at once would be very helpful! If we want to invite, say, all of our "A" clients to communicate via Speak, we currently have to go through and manually invite every one one at a time, which is a huge pain and very time consuming! We should be able to select multiple clients at once or select a tag group and invite them all at once since we can only have one invitation message anyway.
32 votes -
While RT "Speak" is useful for public forum discussion, offering collaborative functionality through "Private Team Rooms" would be great.
While RedTail "Speak" is useful for public forum discussion, offering collaborative functionality through "Private Team Rooms" would be great! Potentially grant an admin the permission to create a team room, and assign appropriate members to a private team as a collaboration tool.
13 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
When you send a invite to a contact, automate a workflow so you can keep track of the contacts that have been sent an invite and then update the contact once they accept the invite.
23 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 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.
22 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
40 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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