Getting started
What should I set up first?
What should I set up first?
Connect and verify one property and recent reservation, then test one message channel. Prepare the agent in review mode and invite the teammate who will handle the work. Follow Quickstart before expanding.
How do I know Trellis is ready for my team?
How do I know Trellis is ready for my team?
Confirm an imported stay, an incoming message and reply, and a task completed from the assigned worker’s account. Follow Quickstart.
Which message channel should I connect first?
Which message channel should I connect first?
Choose the channel your team already uses for the conversations you want to handle. Follow Email, WhatsApp, or Phone and SMS. Use Slack for internal alerts.
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 property facts on the property, handling rules in Policies, reference material in Documents, and operational procedures in Skills. Keep the agent’s role and tone in its instructions. See AI Hub.
How do I launch the AI Agent safely?
How do I launch the AI Agent safely?
Review suggested replies first. Test a property question, policy, procedure, and human handoff, then check sources and the notification destination before enabling the intended scope. Follow Launch 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?
Inspect the source or trace, give a precise correction through Teach AI or edit the source directly, and verify the saved change. Repeat the same question and a related case. See Fix wrong AI information.
Does every agent or workflow action ask for approval?
Does every agent or workflow action ask for approval?
No. Behavior depends on tool permissions, autonomy, and the configured workflow action. Use Ask first or an Approval block where a person must decide. See Agent permissions and Message approvals.
Tasks, teams, and workflows
How do I run my first cleaning operation?
How do I run my first cleaning operation?
Check the property and checklist, assign and schedule the task, complete it from the worker’s view, and review its photos and notes. Follow First cleaning operation.
What is the difference between a task, visit, and shift?
What is the difference between a task, visit, and shift?
A task is one job. A visit groups tasks at one property for the same day and assignees. A shift is the person’s working period. See Tasks and visits.
How do I invite a vendor or recover a missing invitation?
How do I invite a vendor or recover a missing invitation?
Open the vendor setup in Settings > Team & Permissions, check the contact and permitted work, and review the invitation status before resending. See Set up a vendor.
How should I test a workflow?
How should I test a workflow?
Use controlled inputs and inspect each run’s matching, skipped, approval, rejection, and expiry paths as relevant. Check the resulting record or delivery separately from a simulated test. See Workflow testing.
How do I choose access for each teammate?
How do I choose access for each teammate?
Choose the role’s actions, departments, and property scope, then inspect individual overrides. Test from the invited person’s account. Follow Roles and property access.
Connections and troubleshooting
How do I confirm an integration is current?
How do I confirm an integration is current?
Compare a recent record and a known change in Trellis and the source system. Check the connection, property mapping, sync range, and provider-specific refresh process. See Integrations.
Where do I start when something is missing or will not send?
Where do I start when something is missing or will not send?
Check the workspace, filters, record, and connection before retrying. If an external action has an uncertain outcome, inspect the original attempt first. Use Troubleshooting for the relevant checks.
What should I include when I contact support?
What should I include when I contact support?
Send the affected record or integration, time and time zone, expected result, visible error, and checks already completed. Hide unnecessary private data in screenshots. Contact [email protected].