Skip to main content

Rex Chat: Your AI Conversation Hub

4 min read Beginner For Owner, Manager, Staff Updated 1 day ago
Quick Answer
Open Rex Chat from the Ask Rex card on your Dashboard. Type your question naturally, and Rex responds in real time with answers, actions, and suggestions based on your live business data.

Rex Chat

Rex Chat is your AI command center — a place where you can manage your rental business through natural conversation. Ask questions, take actions, get reports, and handle daily operations without leaving the chat.

Opening Rex Chat

Click the Ask Rex card on your Dashboard homepage (or go to /dashboard/rex directly). You'll see:

  • Sidebar (left) — Your conversation history, grouped by date
  • Chat area (center) — Where you talk with Rex
  • Input bar (bottom) — Type your message and press Enter or click Send

On mobile, tap the sidebar toggle to show or hide your conversation list.

Starting a Conversation

From the Empty State

When you open Rex Chat with no active conversation, you'll see:

  • Rex's avatar and a welcome message
  • Smart suggestion chips — personalized questions based on what's happening in your business right now

Click any suggestion to ask that question instantly, or type your own.

Other pages in RecSystems can link directly to Rex with a pre-filled question. When you click one of these links, Rex automatically sends the question and starts streaming the answer.

How Rex Responds

Real-Time Streaming

Rex's responses appear word-by-word as they're generated — you see the answer forming in real time rather than waiting for the full response. A blinking cursor shows that Rex is still typing.

Rich Formatting

Rex formats responses with:

  • Bold text and headings for key information
  • Bullet lists for multiple items
  • Clickable links to your dashboard pages (bookings, carts, pricing rules)
  • Dollar amounts and times formatted for easy reading

Help Center Articles

When your question relates to a RecSystems feature, Rex may include Related Help Center articles below the answer — cards you can click to read the full documentation.

Action Confirmations

When Rex is about to take an action (like checking in a customer), you'll see:

  • A preview of what will happen
  • Confirm and Cancel buttons
  • Click Confirm to proceed, or Cancel to stop

Managing Conversations

Conversation Sidebar

The sidebar shows all your recent conversations:

  • Grouped by date — Today, Yesterday, Last 7 Days, etc.
  • Auto-titled — Rex generates a short title based on what you discussed
  • Click to resume — Click any conversation to continue where you left off

Starting Fresh

Click the + button at the top of the sidebar to start a new conversation. Your previous conversations remain accessible.

Archiving Conversations

Click the trash icon next to any conversation to archive it. It's removed from the sidebar but doesn't affect your business data.

Conversation Memory

Within a conversation, Rex remembers everything discussed. This means you can:

  1. Ask Rex to look up a booking: Find the Smith reservation
  2. Then refer back to it: Check them in
  3. And follow up: Now send them a welcome email

Rex knows them refers to the Smith booking from earlier in the conversation.

What You Can Ask

Operations

  • How many arrivals do we have today?
  • Who's overdue right now?
  • Check in the Garcia family
  • Mark the pontoon rental as returned

Revenue & Business

  • What's our revenue this week?
  • How does this month compare to last?
  • Show outstanding balances
  • Generate an executive report for February

Fleet & Availability

  • Is the 24ft pontoon available Saturday?
  • What's the fleet status right now?
  • Block the jet ski for maintenance tomorrow

Customers

  • Look up John Brown's booking history
  • Draft a check-in reminder for Sarah Jones
  • Who has an upcoming booking this weekend?

Pricing

  • Create a 20% weekend surcharge
  • Turn off the early bird discount
  • Any pricing suggestions?

How-To Questions

  • How do I process a refund?
  • Where do I set up gift cards?
  • How does check-in work?

Smart Suggestions

Below the chat input, you may see suggestion pills — quick-tap questions that Rex recommends based on your current situation. These update after each response.

For example, if you have overdue rentals, Rex might suggest:

I have 2 overdue rentals — help me handle them

Learn more about smart suggestions

Tips for Best Results

Be Natural

Talk to Rex like you'd talk to a colleague:

  • Hey, what's happening today?
  • Can you check in the 10am pontoon group?
  • What should I focus on this afternoon?

Be Specific When It Matters

For lookups and actions, include identifying details:

  • Customer name, email, or phone
  • Unit name
  • Date or date range

Use Follow-Ups

Don't repeat context Rex already has. After showing a booking:

  • Good: Add a $25 fuel charge to that one
  • Unnecessary: Add a $25 fuel charge to booking #abc123 for John Smith at Lake Marina

Frequently Asked Questions

Where is Rex Chat?
Click the "Ask Rex" card on your Dashboard homepage. This opens the full Rex Chat interface with your conversation history in the sidebar.
Does Rex remember my previous questions?
Yes, within a conversation Rex remembers the full context. You can ask follow-up questions like "what about that one?" and Rex knows what you're referring to.
How do I start a fresh conversation?
Click the + button at the top of the sidebar to start a new conversation. Your previous conversations are saved and accessible from the sidebar.
Can I delete a conversation?
Yes, click the trash icon next to any conversation in the sidebar to archive it. Archived conversations are removed from view.