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Release Note Focus: AI assistant now available in Redtail Speak

Category: Release Notes
Blog Feature Graphics Speak Updates

Redtail Speak now offers an AI assistant that can help with your client communication efforts. It suggests text message responses based on your previous text history with a specific sender. This feature aims to streamline your communication process by suggesting suitable replies to your incoming messages, which you can then accept/regenerate/edit and send.

The AI assistant integration is a third-party integration driven by OpenAI, L.L.C. or their affiliates (“OpenAI”), allowing for integrated access to the OpenAI services, including ChatGPT functionality. Redtail Speak users can turn the integration on or off at their discretion.

AI Assistant generate responses 1

Instructions for enabling the AI assistant at the database and user level, as well as more detail on usage, can be found here.


Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.