Meet Rex: Your AI Copilot for Rental Operations

Rex is your AI-powered copilot built right into RecSystems. Think of Rex as a knowledgeable team member who knows your bookings, revenue, fleet, weather, and customers — and can actually take action on your behalf.

Rex doesn't just answer questions. Rex checks in customers, marks returns, creates pricing rules, drafts emails, generates reports, and more — all through natural conversation.

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What Rex Can Do

Take Real Actions

Rex can handle operational tasks directly from the chat:

Rex always shows you a preview and asks for confirmation before taking any action.

Draft & Send Customer Emails

Ask Rex to draft a message and review it before sending:

"Draft an email to Sarah Jones reminding her about tomorrow's check-in time"

Rex creates the draft and gives you a link to review, edit, and send. Learn more about email drafts

Answer Questions About Your Business

Rex knows your live data and gives specific, numbers-backed answers:

• "How's business looking today?"
• "What's our revenue this week vs last week?"
• "Who has overdue rentals right now?"
• "Is the 24ft pontoon available this Saturday?"
• "Show me the booking history for John Brown"

Provide Smart Suggestions

Rex looks at what's happening right now and suggests what to do next:

• Overdue returns — "You have 3 overdue rentals — want me to help handle them?"
• Outstanding balances — "$450 in unpaid balances — let's collect"
• Weather opportunities — "Great weather this weekend with open fleet — create a deal?"
• Tomorrow's prep — "8 arrivals tomorrow — walk through the lineup?"

Learn more about smart suggestions

Generate Reports

Ask Rex to create downloadable reports:

• "Generate a revenue report for last month"
• "Give me a CSV of all payments this week"
• "Create an executive summary for March"

Search the Help Center

When you're not sure how something works, Rex can search the RecSystems Help Center and walk you through it step by step.

"How do I set up a refund?"

Rex finds the relevant help article and gives you a clear, step-by-step answer.

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Where to Find Rex

Rex Chat (Main Experience)

Open Rex from the Ask Rex card on your Dashboard homepage, or navigate to /dashboard/rex directly. This opens the full Rex Chat:

• Sidebar with your conversation history
• Smart suggestion chips based on your current business state
• Streaming responses that appear in real time
• Full conversation memory — Rex remembers context within a conversation

Throughout RecSystems

Rex also appears in specific workflows:

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How Rex Keeps You in Control

Rex is designed around a simple principle: preview first, confirm second.

For Read Actions

Rex answers immediately — showing your data, looking up customers, checking availability.

For Write Actions

Every action that changes data follows this flow:

1. You ask — "Mark the Johnson pontoon as returned"
2. Rex previews — Shows the booking details, customer name, unit, times
3. You confirm — "Yes, go ahead"
4. Rex executes — Makes the change and confirms what happened

Rex never changes your data without explicit confirmation.

For Emails

Rex drafts the email and gives you a Review & Send page where you can edit every word before it goes out. Rex never sends emails automatically.

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What Rex Knows About Your Business

Rex has access to your account data including:

• Today's operations — Arrivals, departures, overdue returns, rented units
• Revenue — Today's sales, this week, outstanding balances
• Fleet status — Which units are available, rented, overdue, or in maintenance
• Weather — Current conditions, forecasts, and rental advisories for your location
• Pricing — Your active rules and where there are gaps
• Analytics — Conversion rates, booking trends, popular units, traffic sources
• Customers — Booking history, contact info, payment status

Rex uses this to give personalized answers specific to your business — not generic advice.

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Privacy & Your Data

Rex only accesses your business data to help you. Rex does not:

• Share your data with other businesses
• Use your data to train general AI models
• Access anything outside your RecSystems account

Your business information stays private and secure within your account.

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Getting the Most from Rex

Be Specific

The more specific your question, the better Rex's answer:

• Instead of: "How are sales?"
• Try: "How do this week's bookings compare to last week?"

Ask Rex to Do Things

Rex isn't just for questions — ask it to take action:

• "Check in all of today's arrivals"
• "Create a last-minute deal for this weekend"
• "Send a balance reminder to customers with outstanding payments"

Use Follow-Up Questions

Rex remembers the conversation context:

1. "Show me this weekend's bookings"
2. "Which units are still available?"
3. "Block the jet ski for maintenance on Sunday"

Let Rex Suggest Next Steps

When Rex finishes an action, it often suggests what to do next — like collecting a balance after marking a return, or completing the inspection report.

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Morning Briefing

Rex delivers a daily briefing to help you start the day prepared.

In-App Briefing

The first time you visit your dashboard each day, Rex shows an overview of what's happening: - Today's arrivals and departures - Weather conditions at your location - Overdue rentals or outstanding items - Key metrics and highlights

Email Digest

Rex sends a daily briefing email so you know what's coming before you even log in. The email includes the same information as the in-app briefing — arrivals, weather, overnight bookings, and anything that needs attention.

Email briefings are on by default. To unsubscribe, use the unsubscribe link at the bottom of any briefing email. You can re-subscribe from the same page.

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Related Articles

• Rex Chat
• Actions Rex Can Take
• Customer Emails
• Smart Suggestions
• Pricing Assistance
• Content Generation
• Fleet & Weather Intelligence