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# SMS Task Overview

# SMS Task Overview

SMS Tasks let you text clients, team members, and transaction parties directly from Nekst. (SMS is a Pro feature.)

Because of carrier rules, every recipient must **opt in** before you can text them. Nekst sends the opt-in request automatically the first time someone is set to receive an SMS task.

|| **The sending number is (360) 860-5750 **and is **unable to be changed at this time.**

## When opt-in messages are sent

An opt-in request goes out as soon as a party is scheduled to receive an SMS task. 

**Launching a new transaction** — when you add a buyer, seller, or team member who's set to receive an SMS task, they get the opt-in request the moment you click **Launch Tasks**.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/transaction-parties-step-5_1785yru.png =500x591)

The message includes your company name and a short opt-in prompt:

![](https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/screen-shot-2023-05-23-at-4050_fr0nsn.png)

**Adding a party after launch** — they get the opt-in request as soon as they either match a role receiving an SMS task or are manually added as a recipient.

## How to tell if someone has opted in

**1. On the Contacts page** — a yellow clock icon next to their mobile number means the opt-in is pending.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/contact-pending-opt-in_1tv7zno.png =700x184)

Once they opt in, it becomes a green checkmark.

![](https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/screen-shot-2023-05-23-at-4031_rhzjas.png)

**2. In the SMS task box** — a yellow warning triangle appears next to any recipient who hasn't opted in yet.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/contacts-full-screenshot_h91v3.png =700x466)

**3. From Preview & Send** — open the SMS task's **Preview & Send** to see each recipient's status. Pending recipients show that you can send an opt-in request once per 24 hours.

![](https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/screen-shot-2023-05-23-at-4083_1lrwjcs.png)

## Re-sending an opt-in request

If someone hasn't opted in after 24 hours, click **Request Opt-In** to send it again.

![](https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/screen-shot-2023-05-23-at-4095_1o3yozu.png)

You'll get a confirmation, and must wait another 24 hours before sending again.

![](https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/screen-shot-2023-05-23-at-4100_1hvw8pi.png)

Once they opt in, the SMS task shows **The SMS message can be sent.**

## Common reasons SMS isn't working

Hover the yellow warning triangle next to a recipient and Nekst will tell you which of these is the issue:

**1. No phone number on file** — the contact doesn't have a mobile number yet. Open the contact record and add one.

**2. The number isn't enabled for SMS** — the contact has a phone number, but it isn't marked as able to receive SMS messages. Open the contact record and turn on SMS for that number.

![](https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/screen-shot-2023-05-23-at-4055_1hz42v7.png)
![](https://storage.crisp.chat/users/helpdesk/website/f43f5e89d91dd000/screen-shot-2023-05-23-at-4072_x46uco.png)

**3. The recipient hasn't opted in yet** — they have a valid, SMS-enabled number but haven't accepted the opt-in request. Use **Request Opt-In** from the SMS task (see above), then wait for them to confirm.


||| SMS messages send from a Nekst phone number. Replies go to an unmonitored inbox, and an automated message is  is told to contact you directly.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/nekst-sms-auto-response_5z5ps4.png =300x650)