Getting started
What should I set up first?
What should I set up first?
Start with one property connection, one message channel, one AI Agent in
review mode, the teammates who need access, and one safely tested workflow.
Follow the Quickstart and use its readiness checklist before
expanding.
How do I know Trellis is ready for my team?
How do I know Trellis is ready for my team?
Confirm the expected property and reservation are present, a safe inbound
test reaches Inbox, the AI Agent uses the right source, teammates see only
their work, and Workflows > Runs shows a successful safe test. See the
Quickstart.
Which message channel should I connect first?
Which message channel should I connect first?
Choose the channel your team already uses for the highest volume of work.
Follow the guide for email,
WhatsApp,
phone and SMS, or
Slack.
AI Agent and knowledge
Where should I put a property fact or company policy?
Where should I put a property fact or company policy?
Put a changing property fact on the property, a company-wide policy in a
document, agent voice and limits in instructions, and a repeat procedure in
a skill. See AI Hub.
How do I launch the AI Agent safely?
How do I launch the AI Agent safely?
Start in review mode, test a property fact, a policy, a procedure, and a
hand-off case, then review the result with your team. Follow
Launch and hand off your AI Agent.
What should I do when the AI Agent uses wrong information?
What should I do when the AI Agent uses wrong information?
Find the source that should own the answer, correct it there, and repeat the
same test before allowing automatic replies. Follow
Fix wrong AI information.
Tasks, teams, and workflows
How do I run my first cleaning operation?
How do I run my first cleaning operation?
Create or choose the cleaning task, confirm its property and checklist,
assign it, complete a safe field test, and have a manager review the result.
Follow Run your first cleaning operation.
How do I invite a vendor or recover a missing invitation?
How do I invite a vendor or recover a missing invitation?
Vendor access is managed from Settings > Permissions. Confirm the
contact, property access, and task types before resending an invitation. See
Set up a vendor.
How should I test a workflow?
How should I test a workflow?
Use a safe example, inspect every step in Workflows > Runs, and require
approval before a sensitive message or change. See
Workflow automations.
How do I choose access for each teammate?
How do I choose access for each teammate?
Start with the least access the person needs, limit property scope, and test
with the invited account. See
Choose roles and property access.
Connections and troubleshooting
How do I confirm an integration is current?
How do I confirm an integration is current?
Check the connection status, open a recent record in the source system and
Trellis, use the refresh method shown for that integration, and confirm the
latest known change arrived. Start with the
Integrations overview.
Where do I start when something is missing or will not send?
Where do I start when something is missing or will not send?
Use the Troubleshooting symptom index. It routes
sign-in, message, sync, AI, task, notification, and mobile issues to the
safest first check.
What should I include when I contact support?
What should I include when I contact support?
Include the affected property, conversation, task, or workflow; the time it
happened; what you expected; what you saw; and a screenshot with private
guest details hidden when possible. Email
[email protected].