Rex is one of the most widely used CRM platforms in Australian real estate. It handles contacts, listings, deals, and workflows across sales and property management teams. Its API is self-serve, well-documented, and supports the read/write operations that make real-time AI integration possible.
For agencies already running Rex, the question isn’t whether AI can help — it’s what the integration actually does and how it works in practice.
What the integration does
When Atelier Front Desk is connected to your Rex CRM account, the AI receptionist can read from and write to Rex during live calls. Here’s the workflow:
Inbound call — new lead
- Caller rings your agency number. AI answers within two seconds.
- The agent identifies the caller’s intent: buyer enquiry, vendor appraisal request, rental application, tenant maintenance, or general enquiry.
- Caller details are captured: name, phone, email, property of interest, timeline.
- A new contact is created in Rex (or matched to an existing one) with the enquiry details logged as a note.
- If it’s a high-intent lead (appraisal request, buyer wanting to make an offer), the AI escalates to the relevant agent’s mobile.
- The caller receives an SMS confirmation. The agent receives a Rex notification.
Inbound call — existing contact
- The AI matches the caller’s phone number against your Rex database.
- Existing contact details, recent interactions, and relevant listings are pulled into the conversation context.
- The agent can reference the caller’s history: “I can see you enquired about 45 Smith Street last week — are you calling about the same property?”
- The interaction is logged against the existing contact record.
Follow-up triggers
When connected to Atelier Engage, completed interactions in Rex can trigger automated follow-up:
- Post-inspection: “Thanks for attending the inspection at 45 Smith Street. Would you like to submit an offer or book a private viewing?”
- Stale leads: Contacts in Rex who enquired 30+ days ago without further activity receive a re-engagement sequence.
- Review requests: After settlement or successful tenancy placement, automated Google review requests are sent.
How the connection works
Rex uses a self-serve API with token-based authentication. During onboarding:
- Your agency generates an API token in Rex Settings.
- You authorise Atelier Front Desk to access specific data: contacts, listings, notes, and workflows.
- We configure field mappings so data flows into the right places in your Rex setup.
- We test the integration with sample calls before going live.
The connection runs continuously. No daily syncs, no CSV imports, no manual data entry.
What the agent knows about your agency
Rex integration isn’t just about data syncing. The agent is trained on your agency’s specific setup during the two-week onboarding:
- Listing portfolio — current properties for sale and rent, including addresses, price guides, and inspection times
- Agent assignments — which agent handles which listings and areas
- Office hours and inspection schedules — so the agent can book or confirm inspection attendance
- FAQ library — application process, fees, body corporate details, parking, pet policies
- Escalation rules — what constitutes a high-intent lead vs a general enquiry
Why real-time Rex integration matters
The alternative to real-time integration is the status quo: caller leaves a voicemail or speaks to a receptionist who takes a message, writes it on a sticky note, and enters it into Rex later. Maybe.
The problems with this workflow:
- Data lag: The lead sits in the agent’s inbox for hours before it reaches Rex.
- Data loss: Details get lost between the phone call and the CRM entry.
- No context: When the lead calls back, nobody knows what was discussed.
- No follow-up trigger: If it’s not in Rex, automated workflows don’t fire.
Real-time integration means the lead is in Rex before the caller hangs up. Follow-up sequences start immediately. The listing agent has full context when they call back. Nothing falls through the cracks.
Beyond Rex
Rex is our primary real estate CRM integration at launch. We also integrate with Domain (for inbound enquiry capture from portal listings), Google Calendar (for inspection and appraisal scheduling), and HubSpot (as a CRM fallback for agencies not on Rex).
Reapit (Agentbox and Console Cloud) integration is planned for Phase 2, pending integrator application approval.
Already on Rex? Book a discovery call and we’ll show you a live demo of the integration with your account.