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:
- Rephrase — Try different wording with more detail
- Be more specific — Add names, dates, or unit types
- 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.