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What this helps you do

Connect a team email account so supported incoming messages can reach Trellis Inbox. Your available reply and automation options depend on the connection and your workspace permissions.

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Before you start

  • Use an account your team is allowed to connect.
  • Ask an admin or manager to confirm which mailbox should be shared.
  • Keep the AI Agent in review mode during the first test.
  • Have a second safe email address ready for an inbound test.

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Connect the mailbox

1

Open email integrations

Go to Settings > Integrations > Email.
2

Choose the mailbox

Select the available email connection and follow the sign-in prompts. Review the account name before approving access.
3

Confirm the connected account

Return to the email integration and confirm it shows the mailbox your team intended to connect.
4

Run an inbound test

From the second address, send a short message that contains no guest or reservation details. Confirm it appears in Inbox under the expected channel.
5

Review before replying

Confirm the conversation, sender, draft, and reply channel are correct. Send only when your team has approved the test.

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How to check it worked

  • The email integration shows the intended account.
  • The safe test appears once in the expected Inbox view.
  • The conversation shows email as its channel.
  • Teammates with Inbox access can open it.

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Recover a disconnected mailbox

Open Settings > Integrations > Email and review the connection status. Sign in again only with the approved team account. Repeat the inbound test after the connection is restored. Do not send repeated test replies while delivery is uncertain.

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Common problems

Clear Inbox filters, confirm the connected address, and check whether the message reached that mailbox outside Trellis. Then refresh Inbox once.
Stop the test. Ask an admin to disconnect it, then connect the approved team mailbox.
Ask an admin to check the teammate’s Inbox and property access in Settings > Permissions.