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Rex AI Assistant

Talking to Rex — Tips for Great Results

Talk to Rex naturally — ask questions about your business data, request actions like check-ins and returns, and use follow-up questions. Be specific with customer names, dates, or schedule details for best results.

Rex understands natural language — talk to it like you'd talk to a colleague. Here are tips to get the best results.

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Be Natural

You don't need special commands. These all work:

  • "How's today looking?"
  • "Any overdue rentals?"
  • "Check in the 10am group"
  • "What's the weather doing Saturday?"

Rex figures out what you mean and responds with specific, data-backed answers.

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Be Specific When It Matters

For Lookups

The more details, the faster Rex finds the right record:

Instead of...Try...
"Find a booking""Find the Johnson booking for Saturday"
"Show me revenue""What's our revenue this week vs last week?"
"Check availability""Is the 24ft pontoon available this Saturday?"
"Help with timeslots""Create a Friday-to-Sunday weekend pontoon schedule with half-day and full-day options"

For Actions

Include the key identifying information:

  • Customer name: "Check in the Garcia family"
  • Unit name: "Mark the jet ski as returned"
  • Booking ID: "Look up booking abc123"
  • Date: "Block the pontoon for maintenance March 20-21"

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Use Follow-Up Questions

Rex remembers the full conversation. After any response, you can dig deeper:

You: Show me today's arrivals
Rex: You have 5 arrivals today...

You: Which ones haven't been checked in yet?
Rex: 3 are still pending check-in...

You: Check in the first one
Rex: Found Booking #abc123 — Sarah Johnson...
     Want me to go ahead?

You: Yes
Rex: ✓ Checked in!

You: Now draft her a welcome email
Rex: I've drafted a message for Sarah...

Each question builds on the last. Rex knows "the first one" and "her" from context.

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Types of Questions

Data Questions

Ask about your business numbers:

  • "How many bookings this month?"
  • "What's the average order value?"
  • "Which unit gets the most bookings?"
  • "What's our conversion rate?"

Operational Questions

Ask about what's happening now:

  • "Who's overdue?"
  • "Any outstanding balances?"
  • "What's the fleet status?"
  • "How many arrivals tomorrow?"

Action Requests

Ask Rex to do something:

  • "Check in the Johnson family"
  • "Create a weekend surcharge"
  • "Draft a balance reminder"
  • "Generate a revenue report"

How-To Questions

Ask how to use RecSystems features:

  • "How do I process a refund?"
  • "Where do I set up gift cards?"
  • "How does the check-in process work?"
  • "How do I create a rental schedule?"

Rex searches the Help Center and gives step-by-step answers.

Schedule Setup Questions

Rex can help draft a rental schedule when you use the guided timeslot flow. Include:

  • Operating hours, like 9:00am to 5:00pm
  • Rental lengths, like 2 hours, half-day, full-day, weekend, or week
  • Cleanup time between rentals
  • Days of the week you operate
  • Starting prices, if you already know them

You still review and confirm the schedule before it goes live.

Strategic Questions

Ask for business advice based on your data:

  • "What should I focus on today?"
  • "Any pricing suggestions?"
  • "How do I fill empty slots this weekend?"

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When Rex Doesn't Have the Answer

If Rex doesn't know something, it says so. Rex will:

  • Tell you it doesn't have that information
  • Suggest where to find it (specific dashboard page or report)
  • Offer to help with a related question

Rex never makes up numbers or guesses at data.

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Handling Misunderstandings

If Rex misunderstands your request:

  1. Rephrase — Try different wording with more detail
  2. Be more specific — Add names, dates, or unit types
  3. Start fresh — Click + in the sidebar for a new conversation

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What Rex Doesn't Do

  • Access other businesses' data — Rex only knows your account
  • Make up data — If Rex doesn't have a number, it says so
  • Send emails without permission — You always review first
  • Cancel bookings or process refunds directly — Rex links you to the right page
  • Give generic advice — Rex uses your actual data, not assumptions

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Related Articles

Need more? Search the live help desk or email wecare@recsystems.com.

See it as a shop question

Same job, one page. The video, when we film it, uses this URL — not a new one.

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