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Text the Assistant (SMS)

Your deals don't stop when you leave your desk. Link your mobile number once and you can text DocJacket a question about your transactions — from a showing, the car, or anywhere — and get an answer right back as a text. No app, no login.

Available on paid plans

Texting the assistant is included on DocJacket paid plans. Replies count toward your monthly SMS allotment (see Settings → SMS).

Set it up (once)​

  1. Go to Settings → SMS.
  2. In the Text the assistant card, enter your mobile number and choose Send code.
  3. Enter the 6-digit code we text you. That's it — your number is linked.

The card then shows the DocJacket number to text. Save it as a contact so it's easy to reach.

What you can ask​

Text plain-language questions — no special format. For example:

  • "What's left on 123 Oak St?"
  • "Which files close this week?"
  • "What are the deadlines on the Smith deal?"
  • "What's missing on 45 Maple Ave?"

Ask a follow-up in the same thread and the assistant keeps your last deal in mind ("what about the inspection?").

Get a weekly recap​

Text weekly report (or recap / summary) any time for an instant rundown of your book of business:

  • Active deals
  • What's closing this week (and the next couple of weeks)
  • Files closed and new files this week
  • Anything overdue that needs attention

Good to know​

  • It answers questions; it doesn't send anything on your behalf. The assistant reads your deal data and replies — it won't email a client or change a deal.
  • Answers are kept short for text. For the full picture, open the deal in the DocJacket app.
  • Stop any time. Reply STOP to unlink your number and opt out, or HELP for help. You can also unlink from Settings → SMS.
  • This is different from your business SMS number. The number you text the assistant is DocJacket's assistant line — separate from the dedicated business number your clients see for deal texts.

Troubleshooting​

  • No reply? Make sure you're texting the number shown on the Text the assistant card (not your business number), and that your mobile is still linked in Settings → SMS.
  • "Not linked" reply? Your number isn't linked yet — link it in Settings → SMS.