AI Assist is a voice and text assistant in Rex CRM and Rex Pocket that lets you update your CRM using plain, everyday language. No forms, no extra steps. Just say or type what happened, and AI Assist works out the best actions to take, shows you a plan, and makes the changes once you approve.
With a single prompt, you can:
- Create contacts and properties
- Book appraisals
- Add notes
- Set reminders
- Log feedback
- Send vendor emails
Not sure what to ask? Just describe what happened after a call or meeting, and AI Assist can help work out the best actions to take.
Where to Find AI Assist
AI Assist is available on both desktop and mobile.
On desktop (Rex CRM): Click the AI Assist icon in the top right of the toolbar, just to the left of your profile picture.
In Rex Pocket:
- Make sure you're running the latest version of Rex Pocket
- Open the Rex Pocket app
- Tap the AI Assist button in the bottom menu
Please Note: If you don't see the AI Assist button in Pocket, check that your app is up to date via the App Store or Google Play.
Why Use AI Assist?
- Save time on every update. Every minute spent on admin is a minute away from clients. AI Assist turns what used to be a 5-minute CRM update into a 15-second prompt.
- Capture details in the moment. Log notes from the car, the street, or between appointments, before the details fade. You no longer need to wait until you're back at a desk to update the CRM.
- Never miss a follow-up. Set reminders while the conversation is still fresh, not hours later when you've moved on to your next appointment.
- Keep your records complete. When every interaction is logged, your whole team benefits, with better coordination, clearer visibility, and stronger accountability across the board.
- Onboard new agents faster. New team members can talk to the CRM instead of learning where every form and field lives. AI Assist reduces the learning curve significantly.
- Free up your admin team. When agents log updates in the moment, admin staff spend less time chasing down notes and more time on high-value work.
Getting Started
There's no wrong way to begin. Start with something simple, like logging a call or creating a new contact, then get creative as you discover what works for you. Every agent finds their own shortcuts once they see what AI Assist can do.