Group Text Assistant
Most of a deal happens in a group text — the buyer's agent, the lender, the title company, and your client, all talking in one thread on their phones. The important parts (an inspection time, a request for a signed addendum, a moved closing) get buried in ordinary back-and-forth, and later you re-type them into the transaction by hand.
The Group Text Assistant puts DocJacket in that group text as a quiet participant. It captures every message onto the deal, shows the whole thread as one merged conversation on the transaction's Texts tab, and when it spots real work — a task someone asked for, a date someone confirmed — it proposes it for you to approve. Nothing changes on the deal until you say so.
Think of it as an AI notetaker for your transaction group texts: you keep texting the way you already do, and DocJacket keeps the record.
The Text the Assistant (SMS) feature lets you ask DocJacket questions about a deal from your phone. The Group Text Assistant is the next step: instead of messaging DocJacket separately, you include it in the group text where the deal is already happening, and it observes.
What it does
- Captures — every participant's message lands on the deal, with who sent it and when.
- Shows — the whole group reads as one color-coded, two-sided conversation labelled Group text on the Texts tab, each person named. Texts you send someone directly stay in their own conversation, apart from the group (see How to use it).
- Proposes — when a message contains a real action or date, DocJacket adds an approval-gated proposal in your Review queue (and inline in the thread), with the exact quote as evidence.
- Stays quiet — ordinary chatter ("thanks," "sounds good") produces nothing, and DocJacket never replies in the group.
What it looks for today
| In the text | DocJacket proposes |
|---|---|
| An action someone asked for — "Can you send the inspection report to the buyer?" | A task — "Send inspection report to buyer" |
| A date someone confirmed — "Inspection is set for Thursday" | A key date — Inspection = that Thursday |
| Ordinary chatter — "thanks," "lol," "sounds good" | Nothing |
Every proposal waits for your approval — see What it proposes & how to approve.
What it does not do (yet)
- It doesn't reply in the group. DocJacket observes and alerts you privately; it never sends a message into the client-facing thread.
- It doesn't change the deal on its own. Every task and date is a proposal you approve or dismiss.
- It reads action items and dates only. Answering questions in the thread and detecting status changes ("we're under contract") are on the roadmap, not live today.
- It joins when you start the group — it isn't added to an iMessage thread that's already going.
Where to go next
- How to use it — include DocJacket in the group text and turn on monitoring for a deal.
- What it proposes & how to approve — the Review queue, tasks, and key dates.
- Privacy & how it stays quiet — who sees what, and how DocJacket avoids being noisy.