Meet Rex#

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.

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.

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:

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.

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.

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.

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.

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.

Related Articles#

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