Contact:
800-206-5030
support@redtailtechnology.com
sales@redtailtechnology.com
Business Hours
Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
Products
CRM
Product Overview
Features
Pricing
Imaging
Product Overview
Features
Pricing
Email
Product Overview
Features
Pricing
Speak
Product Overview
Features
Pricing
Support
Resources
Support
Welcome Team
Knowledge Base / Helpdesk
Training
Redtail University
Orion Advisor Academy
Need Training?
Partner Spotlight
Webinar Schedule
Best Practices Guide
Integrations
Partners
API
API Terms of Use
Company
About Us
Our Story
Careers
Customer Spotlight
Redtail’s Best Paw Forward Photo Challenge
News
Blog
Press Releases
Newsletter
Contact Us
Login
Free Trial
Redtail Technology
>
News
>
AI Assistant
25
Oct
2023
Release Note Focus: AI chat assistant auto-complete in Redtail Speak
Category: Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
10
May
2023
Release Note Focus: AI assistant now available in Redtail Speak
Category: Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
Recent Posts
Release Note Focus: Redtail Fresh CRM Update
Redtail’s Best Paw Forward Photo Challenge January 2024 winner
Release Note Focus: Elevate Your Workflow With Redtail’s Suite Sync
Redtail’s Best Paw Forward Photo Challenge December 2023 winner
New integration with FDC Plan on Purpose!
Categories
Advisor Hero
Animal Foster Care
Awards/Recognition
Best Practices
Charity
Culture
FinTech Industry
Integrations
Marketing
Monthly Newsletter
New Features
Press Release
Redtail University
Release Notes
Resources
Survey
Training
NEWSLETTER
Interested in joining our mailing list(s)?
Join Today
Tags
advisor tools
AI
asset map
award
Best Paw Forward Photo Challenge
best practices
brian mclaughlin
calendar
client experience
client relationships
communication
COVID-19
CRM
culture
customization
David Mehlhorn
dog
financial planning
fintech
form-filling software
insurance
integrations
Manage your CRM
marketing
marketing tools
mobile
newsletter
Orion
Orion Advisor Technology
Practice Management Takeover
preferences
Redtail CRM
redtail speak
release notes
remote work
RIA in a Box
rick williamson
riskalyze
strategy
survey
tech stack
texting
webinars
work-from-home
workflows