> ## 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.

# Frequently asked questions

> Find the right Trellis setup, daily-work, and troubleshooting guide

Use this page to find the canonical answer to common Trellis questions. The
linked article owns the full steps, checks, and recovery guidance.

## Getting started

<AccordionGroup>
  <Accordion title="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](/quickstart) and use its readiness checklist before
    expanding.
  </Accordion>

  <Accordion title="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](/quickstart#check-that-your-workspace-is-ready).
  </Accordion>

  <Accordion title="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](/guides/channels/email-inbox),
    [WhatsApp](/guides/channels/whatsapp),
    [phone and SMS](/guides/channels/phone-and-sms), or
    [Slack](/guides/channels/slack).
  </Accordion>
</AccordionGroup>

## AI Agent and knowledge

<AccordionGroup>
  <Accordion title="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](/platform/ai-hub#put-information-in-the-right-place).
  </Accordion>

  <Accordion title="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](/guides/launch-and-handoff-ai-agent).
  </Accordion>

  <Accordion title="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](/guides/fix-wrong-ai-information).
  </Accordion>
</AccordionGroup>

## Tasks, teams, and workflows

<AccordionGroup>
  <Accordion title="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](/guides/first-cleaning-operation).
  </Accordion>

  <Accordion title="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](/platform/workforce#set-up-a-vendor).
  </Accordion>

  <Accordion title="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](/platform/automations#test-before-you-turn-it-on).
  </Accordion>

  <Accordion title="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](/guides/roles-and-property-access).
  </Accordion>
</AccordionGroup>

## Connections and troubleshooting

<AccordionGroup>
  <Accordion title="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](/integrations/overview).
  </Accordion>

  <Accordion title="Where do I start when something is missing or will not send?">
    Use the [Troubleshooting](/platform/troubleshooting) symptom index. It routes
    sign-in, message, sync, AI, task, notification, and mobile issues to the
    safest first check.
  </Accordion>

  <Accordion title="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
    [support@trellistech.com](mailto:support@trellistech.com).
  </Accordion>
</AccordionGroup>