Rezzy AI examines guest messages for actionable items—such as special requests, issues, or needs—and automatically creates trackable tasks. Rezzy logs to-dos from guest messages. You can track issues, add notes, attach files, create tasks manually, assign tasks to yourself or team access members, or even reopen previously resolved tasks, significantly changing how you handle issues, all directly in OwnerRez.
If you haven't already done so, read our Rezzy AI Overview support article.
Indicator
Like other in-app OwnerRez sections, the left navigation Task menu displays the number of unresolved tasks, allowing you to stay on top of them.
Whenever Rezzy creates a task, an indicator appears in the Unified Inbox guest message pane. Click on the kebab menu and then select "Go to Task."
Navigation
After Rezzy AI is enabled on your account, the Tasks menu item on the left navigation also becomes live and available. Rezzy doesn’t just reply to guests; Rezzy helps manage your workflow. You’ll find a brand-new Tasks area where Rezzy logs to-dos from guest messages. Track issues, add notes, attach files, and even manually create tasks by clicking + New Task.
You remain in control. As Tasks are created and completed, you can check the left checkbox and Mark Complete or Ignored to change the Task Status. Note that Urgent Tasks are highlighted in pink.
When you mark Tasks Complete, they will be highlighted in green; tasks marked as ignored are highlighted in grey.
Click directly on a Task to edit, delete, add a Note, edit a previous note, or upload an attachment.
Task Creation
Manual
Create a task manually by clicking + New Task. Enter the Task Category, Description, Status, Property, Booking, whether this task is a Priority, attach any files if necessary, and Save.
Rezzy Generated
Rezzy AI can also generate tasks from Unified Inbox guest conversations. This guest is reporting a bat in the property in the Unified Inbox. Click on the right kebab and Go to task.
Rezzy AI generated a Guest Request task to follow up on the bat issue.
Assignment
On the Task dashboard, users can clear or change task assignees by selecting individual tasks and then choosing either Clear or Change Assignee from the Assignment dropdown list.
When Clear Assignee is selected, users will be asked to confirm their choice.
When Change Assignee is selected, users can choose who to assign the task to.
Within individual tasks, users can assign tasks to themselves or team members by clicking the Assign dropdown list and choosing who to assign the task to.
To clear assignments within individual tasks, select Clear Assignment from the Assignment Change dropdown list.
Resolution
On the Task dashboard, users can resolve tasks by selecting individual tasks and then choosing the appropriate resolution status (e.g., Completed, Already Handled, No Action Needed, Outdated, Duplicate, Guest Resolved, Cancelled by Guest, or Reopen) from the Resolution dropdown list.
Within each individual task, users can resolve the task by selecting the appropriate resolution status (e.g., Completed, Already Handled, No Action Needed, Outdated, Duplicate, Guest Resolved, or Cancelled by Guest) from the Resolve dropdown list.
On the "Status will be changed to" pop-up, users may add more details about the task resolution, and click on the Mark as button to complete the task resolution.
The updated task resolution status label and notes about the task resolution will be clearly displayed on the individual task, along with a Reopen button if users need to reopen the task.
Reopen
If you need to reopen a previously resolved task, you can locate it by clicking the Show All link on the Tasks dashboard.
Select the individual task and choose Reopen from the Resolution dropdown list.
In the You are about to reopen these tasks pop-up, you may add details about why the task is being reopened and click Save.
Within the completed task, you can reopen it by clicking the Reopen button.
Notifications
Users can configure Notifications for tasks by navigating to their Profile > Notifications > Task notifications.