> ## Documentation Index > Fetch the complete documentation index at: https://docs.trellistech.com/llms.txt > Use this file to discover all available pages before exploring further. # Changelog > Daily customer-facing updates for Trellis features, improvements, and fixes This changelog tracks customer-visible Trellis updates. Entries are grouped by date and product area so your team can quickly see what changed. Need an older or more detailed release history? Contact [support@trellistech.com](mailto:support@trellistech.com). *** ## July 2026 ### July 3, 2026 **Inbox** * **Cleaner filter menu** - the inbox filter dropdown is more compact, shows a property preview when you filter by property, and keeps its height steady as you scroll. [Learn more](/platform/inbox). * **Gmail reply prefill** - when you reply from a Gmail channel, the composer now fills in the recipient details for you. * **Guesty check-in status in the sidebar** - conversations tied to a Guesty reservation now show the guest's check-in form status and a link to the reservation in the inbox sidebar. [Learn more](/integrations/guesty). * **WhatsApp automated replies** - automated messages sent through WhatsApp now show an automation badge, and long messages are translated in full. * **Snappier AI chat** - AI replies in chat now appear as complete messages instead of a slow typewriter effect. * **Suggested Reply clears on send** - the Suggested Reply card now clears as soon as you approve or send it, so you do not act on it twice. * **Mobile composer polish** - the mobile inbox composer actions are easier to tap and the "new message" loading state is more stable. **Contacts** * **Bulk edit in People** - select several people at once and update shared fields in one step. [Learn more](/platform/contacts). * **Reliable guest type** - contacts marked as **Guest** now stay set to Guest after edits. **Tasks and Workforce** * **Auto-complete vendor visits on mobile** - vendor visits now close out automatically on the mobile app when the work is finished. [Learn more](/platform/tasks). * **Reliable new task sidebar** - the new task sidebar now opens cleanly every time. * **Resend vendor invites** - property managers can now resend a vendor invite or trigger a password reset from vendor settings. [Learn more](/platform/workforce). **Properties** * **Delete PMS-linked properties** - you can now delete a property in Trellis even when it is linked to a connected property management system (PMS). [Learn more](/platform/properties). **CRM** * **Co-signed contracts** - send one contract to multiple signers and collect every signature on the same document. **Automations** * **Parking-request template** - a new workflow template detects parking requests in guest messages so you can respond faster. [Learn more](/platform/automations). **Integrations** * **Chekin connection** - connect Chekin so your AI Agent can use Chekin data during guest conversations. [Learn more](/integrations/overview). * **Steadier Guesty sync** - legacy Guesty inquiries and check-in updates now load and refresh more reliably. [Learn more](/integrations/guesty). * **Breezeway task sync fix** - task updates from Breezeway now sync back into Trellis without dropping changes. [Learn more](/integrations/breezeway). *** ## June 2026 ### June 9, 2026 **AI Hub and AI Agent** * **Live plans in chat** - the AI Agent can now show a step-by-step checklist while it works on larger requests. [Learn more](/platform/ai-agent). * **Clarifying questions** - when the agent needs more information, it can pause, ask a question, and continue after you answer. * **More natural replies** - agent replies now better follow your agent instructions and avoid overly robotic wording. * **Ramp connection** - approved agents can look up Ramp card spend and add property notes to transaction memos. [Learn more](/integrations/ramp). * **Clearer working status** - long AI replies now show progress labels so you can see that work is still moving. * **More reliable long replies** - interrupted AI responses now retry more cleanly instead of stopping early. **Inbox** * **Assignment views** - Inbox now includes quick views for **Assigned to me**, **Assigned to others**, and **Unassigned**. [Learn more](/platform/inbox). * **Create task from conversation** - create a linked task from a conversation with the conversation context already included. * **Editable saved views** - update saved inbox filters without deleting and recreating the view. * **Better reservation matching** - the reservation picker now searches the full visible month before filtering. * **Clearer missed call cards** - missed Quo calls now show as **Missed call** in the thread and inbox preview. * **Fresher sidebar previews** - conversation sidebars now stay more current after new messages arrive. **Properties** * **Operations column** - the properties list can show key operational owners, such as cleaning, maintenance, inspection, and front office. [Learn more](/platform/properties). * **Owner portal calendar links** - reservation details can show owner portal calendar links when available. * **More supported property edits** - additional supported property fields can stay aligned with connected property systems. **Workforce and Tasks** * **Shift clock** - workers can clock in and out from the app, and admins can record times when needed. [Learn more](/platform/workforce). * **Optional completion media** - workers can attach photos or videos when finishing a task or visit, even when media is not required. [Learn more](/platform/tasks). * **Vendor workspace fixes** - vendor task visibility and vendor-created task handling are more reliable. * **Mobile stability** - task list navigation and mobile route recovery are more reliable. **Workflows** * **Clearer run failures** - failed workflow steps now show the failing step and a clearer reason. [Learn more](/platform/automations). * **Cleaner workflow overview** - workflow folders now start collapsed for a calmer page. * **More flexible AI-started workflows** - AI-started workflows now handle supported workflow details more reliably. **Artifacts** * **Drive-style artifact page** - Artifacts now open in a card grid with previews for supported images, videos, documents, dashboards, and forms. [Learn more](/platform/artifacts). * **Cleaner ready cards** - artifact cards no longer show a ready badge when no action is needed. * **Better generated artifacts** - AI-created artifacts now recover more clearly when generated content needs correction. **Insights** * **Richer Pulse rows** - Pulse rows now show guest, property, and reply context inline so managers can scan activity faster. [Learn more](/platform/insights). **Integrations** * **Integrations directory** - Settings now includes a browseable integrations directory with connection status and direct actions. [Learn more](/integrations/overview). * **Krossbooking refresh listings** - refresh Krossbooking listings on demand from the integration page. [Learn more](/integrations/krossbooking). * **Guesty, Hostaway, and Rentals United fixes** - several connected property and message updates now stay aligned more reliably. *** ## May 2026 ### May 4, 2026 **Tasks and workforce** * **Move work between properties on the calendar** - drag tasks or visits from one property row to another to reschedule and move work in one step. [Learn more](/platform/tasks). *** ## April 2026 ### April 30, 2026 **Inbox** * **Search shortcut** - press **Command-F** on Mac or **Ctrl-F** on Windows to jump into inbox search. [Learn more](/platform/inbox). * **Cleaner WhatsApp reaction previews** - WhatsApp reactions now show the contact name instead of account-style labels. **AI Hub** * **Save button for agent settings** - agent identity and behavior edits now save only when you click **Save**. **Workforce** * **Web location sharing** - office staff can share location from a desktop browser when live tracking is enabled. [Learn more](/platform/workforce). * **Approximate location fallback** - if precise location is unavailable, Trellis can show a broad city-level location when the worker allows it. ### April 29, 2026 **Integrations** * **Ramp for AI Agent** - connect Ramp so approved agents can answer spend questions and add property notes to transaction memos. [Learn more](/integrations/ramp). **Inbox** * **Conversation tags** - add tags to conversations and filter by one or more tags. [Learn more](/platform/inbox). * **Message links** - links to older messages now open the right message more reliably. **Reservations** * **Reservation custom fields in sidebars** - reservation details now show available custom fields in calendars, dashboard, tasks, and AI chat. ### April 27, 2026 **Reviews** * **Reviews from Hostaway and Krossbooking** - supported guest reviews now appear in Trellis and link to the related reservation, property, and guest. [Learn more](/platform/reviews). * **Agent picker for review replies** - choose which agent drafts a review response. **AI Agent** * **Simpler meeting join rules** - meeting settings now use clear toggles for team, external, not organized by me, and not accepted meetings. [Learn more](/platform/ai-agent). ### April 26, 2026 **Settings** * **Custom roles** - create roles with specific permissions, inbox access, and property access. [Learn more](/platform/settings). * **Voice-only phone notice** - phone settings now explain when a number supports calls but not SMS. ### April 25, 2026 **AI Agent** * **Clickable skill references** - when the agent references an approved skill, you can open it from the chat preview. **Tasks** * **No-charge visits** - mark visit-level costs as not billable while keeping the record visible. [Learn more](/platform/tasks). ### April 24, 2026 **Inbox** * **Reply from reservation details** - read and reply to the guest conversation from the reservation side panel. [Learn more](/platform/inbox). **Properties** * **Cleaner property overview** - property detail sections are easier to scan and edit. [Learn more](/platform/properties). ### April 23, 2026 **AI Agent** * **Meetings workspace** - AI-joined meetings now have a dedicated place for past and upcoming meetings. [Learn more](/platform/ai-agent). * **Meeting detail pages** - open a meeting to review notes, transcripts, linked records, and follow-up questions. * **Meeting recap emails** - configure recap emails for attendees after supported meetings. * **Calendar-scheduled meetings** - connect a calendar so the agent can join supported meetings based on your rules. **Mobile Tasks** * **Visit reschedule moves linked tasks** - rescheduling a visit also moves the attached tasks. [Learn more](/platform/tasks). * **Improved date picker** - mobile visit rescheduling is easier on small screens. ### April 21, 2026 **Insights** * **Redesigned Insights tabs** - Insights now includes Pulse, Messaging, Agents, Workforce, and Reviews views. [Learn more](/platform/insights). * **Clickable stats** - click charts, cards, and tables to open the related records. **AI Hub** * **Cleaner document toolbar** - AI Hub documents have simpler search, filters, and sorting. ### April 19, 2026 **Tasks** * **Visits and tasks calendar toggle** - switch calendar view between grouped visits and individual tasks. [Learn more](/platform/tasks). ### April 17, 2026 **Insights** * **Agent activity feed** - Pulse now shows recent AI actions such as messages, tasks, and property updates. [Learn more](/platform/insights). * **Record drill-downs** - open the records behind stats without leaving Insights. **Tasks** * **Unassigned tab for vendor workspaces** - vendors can see work that still needs an assignee. [Learn more](/platform/tasks). ### April 16, 2026 **AI Agent** * **Shift time updates** - approved agents can help update actual shift clock-in and clock-out times. [Learn more](/platform/ai-agent). ### April 15, 2026 **Tasks** * **Department management** - approved agents can help create, rename, delete, and reassign task departments. [Learn more](/platform/tasks). ### April 14, 2026 **Workflows** * **Action limits for AI steps** - choose what an AI step is allowed to do inside a workflow. [Learn more](/platform/automations). * **Clearer step timing** - workflow run details now make each step easier to review. ### April 10, 2026 **Properties** * **Pipeline board** - track properties or deals across custom stages. [Learn more](/platform/properties). **Connected Accounts** * **Credential verification** - Trellis can verify saved third-party login details and show a verified status. [Learn more](/platform/connected-accounts). **Tasks** * **Supplies on task creation** - add required supplies while creating a task. [Learn more](/platform/tasks). * **Room-based checklists** - checklist items can be grouped by room or section. * **Inventory updates** - completing a task can update inventory counts when supplies are attached. * **Mobile visit page** - workers can review upcoming and past visits from mobile. **AI Agent** * **Reopen completed tasks** - approved agents can reopen work that needs follow-up. * **Task comment mentions** - teammate mentions from agent comments now send notifications. **Workflows** * **Run detail refresh** - workflow runs now show clearer related records, step summaries, and history. [Learn more](/platform/automations). **Inbox** * **Default contact type by email address** - set whether unknown senders from a mailbox should become guests, vendors, or owners. [Learn more](/platform/inbox). ### April 9, 2026 **Mobile Tasks** * **Mobile task filters** - filter mobile task lists by status, assignee, property, and more. [Learn more](/platform/tasks). * **Time tracking banner** - see active tracked time while moving through the app. * **Smoother mobile navigation** - home, schedule, tasks, and AI chat layouts were improved. ### April 8, 2026 **AI Agent** * **Switch response modes mid-chat** - change the AI response mode during a conversation. [Learn more](/platform/ai-agent). * **More meeting voice options** - choose from more supported voice options. * **Zoom and Microsoft Teams support** - invite the meeting agent to supported Zoom and Microsoft Teams links. * **Real-time activity details** - the AI chat sidebar shows what the agent is doing as it works. * **Slack file reading** - approved agents can read supported files shared in connected Slack channels. **Outbound messages** * **Inline media** - supported images and videos now render inside message threads. [Learn more](/platform/outbound). **Workflows** * **Help on failed steps** - failed workflow steps can ask AI for troubleshooting help. [Learn more](/platform/automations). **Contacts and Properties** * **Cleaner contact activity** - contact history now focuses on meaningful changes. [Learn more](/platform/contacts). * **Editable bedrooms and bathrooms** - supported property details can be edited from the overview. [Learn more](/platform/properties). ### April 7, 2026 **AI Agent** * **Voice meetings** - approved agents can join supported video meetings and answer with spoken responses. [Learn more](/platform/ai-agent). * **Better availability search** - the agent now searches more of your portfolio and explains when results are limited. **Workflows** * **Calendar view for runs** - review workflow runs on a monthly calendar. [Learn more](/platform/automations). * **Failure notifications** - failed workflows can notify your team. * **Cancel running workflows** - stop a running workflow from the run detail page. * **Bulk workflow actions** - enable, disable, or delete selected workflows in one step. **Integrations** * **Guesty owner conversations** - supported owner conversations now appear in Inbox. [Learn more](/integrations/guesty). * **Breezeway comments** - comments added by field workers in Breezeway can sync back to Trellis. [Learn more](/integrations/breezeway). * **Calry reliability** - Calry imports and conversations are more reliable. [Learn more](/integrations/calry). **Inbox** * **Gmail multi-account support** - connect more than one Gmail account to a workspace. [Learn more](/platform/inbox). * **Reservation notes in the sidebar** - more stay details are visible while replying. ### April 6, 2026 **Guesty** * **Calendar block and unblock** - block or unblock Guesty calendar dates from Trellis with notes. [Learn more](/integrations/guesty). **Guest-facing stay tools** * **House manual and stay details** - share property instructions, rules, Wi-Fi, parking, and access notes. [Learn more](/platform/guest-portal). * **Imported portal links** - show guest portal links and access status when available. * **Upsell products** - create add-ons such as early check-in or grocery packages. * **Connected lock details** - show access details when a lock integration is connected. **Workflows** * **Richer run summaries** - workflow run history now shows clearer results and timing. * **Better save warnings** - workflow setup now catches more common mistakes before a run starts. **Contacts** * **Contact cleanup** - Contacts now focuses on search, saved contact methods, conversation links, and cleanup tools. [Learn more](/platform/contacts). **Inbox** * **Blocked email senders** - block unwanted senders so they do not reach Inbox. [Learn more](/platform/inbox). * **Full email view** - expand email messages to read the full content. * **Resizable email previews** - adjust email preview height and keep your preference. ### April 5, 2026 **Contacts** * **CSV contact import** - upload a contact file, map columns, preview, and import. [Learn more](/platform/contacts). **Workflows** * **Manual escalations can start workflows** - team-created escalations can now trigger the right follow-up workflow. [Learn more](/platform/automations). **Mobile** * **Unread notification badge** - the profile tab now shows unread notifications. ### April 4, 2026 **Guesty** * **Reservation custom fields** - reservation-level Guesty custom fields now appear in Trellis. [Learn more](/integrations/guesty). * **Folio total fix** - folio payment totals now show more accurately. **Breezeway** * **Task sync fix** - Breezeway task reporting is more reliable. [Learn more](/integrations/breezeway). ### April 3, 2026 **AI Agent** * **Clearer sidebar result** - the AI sidebar no longer shows a failure message after a task actually succeeds. ### April 2, 2026 **Workflows** * **Run experience refresh** - workflow run pages now show clearer errors, steps, and notifications. [Learn more](/platform/automations). * **Template install fixes** - workflow templates install more reliably. **AI Agent** * **Ordered activity details** - agent actions now show in the order they happened. * **Working indicator** - the activity panel opens while the agent is working and closes when done. **AI Hub** * **Agent settings refresh** - agent identity settings are easier to configure. [Learn more](/platform/ai-hub). ### April 1, 2026 **Workflows** * **Approval steps** - pause a workflow for manual review before sensitive actions happen. [Learn more](/platform/automations). **Inbox** * **Unknown SMS contacts** - unknown SMS contacts now show clearer phone details. * **Convert to Contact** - convert unknown SMS contacts into saved contacts. [Learn more](/platform/contacts). *** ## March 2026 ### March 31, 2026 **AI Agent** * **AI sidebar refresh** - the AI sidebar has a cleaner layout, regenerate action, feedback actions, and record links. [Learn more](/platform/ai-agent). **Properties** * **Properties page refresh** - the property list and filters are easier to use. [Learn more](/platform/properties).