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What AI Hub helps you do

AI Hub is where you manage the AI agents that help your team. Use it to choose an agent, add helpful knowledge, set what the agent can access, review past chats, and connect accounts the agent may need. Use AI Hub when you want to:
  • Teach an agent how your business works.
  • Add property instructions, policies, or team knowledge.
  • Control which inboxes, properties, and tools an agent can use.
  • Review agent chats, plans, and work history.
  • Connect website accounts the agent can use during approved browser tasks.

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Before you start

You need access to AI Hub in your workspace. Admins and managers usually set up agents first. Other teammates may only see the agents and knowledge they are allowed to use. Have these items ready:
  • Your brand voice and guest reply style.
  • Check-in, checkout, parking, Wi-Fi, and house-rule notes.
  • Clear escalation rules for complaints, refunds, safety issues, and owner questions.
  • The inboxes or properties where the agent should help.

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Put information in the right place

Use the source that matches how the information should be reused: Keep one source of truth for each detail. If parking instructions change, update the property instead of adding a conflicting exception to the agent instructions.
AI Hub knowledge folders organized by guest communication, access, policies, maintenance, and team procedures

Organize documents by the job or policy they support.

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Set up an agent

1

Open AI Hub

Click AI Hub in the main navigation.
2

Choose an agent

Open the agent you want to set up. If your workspace has more than one agent, pick the one that matches the job, such as guest support or owner operations.
3

Add instructions

Write short instructions that explain the agent’s tone, what it should answer, and when it should ask a human for help.
4

Add knowledge

Add documents, property notes, skills, and examples that help the agent answer correctly.
5

Set access

Choose which inboxes, properties, tools, and connected accounts the agent can use.

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Choose how Autopilot handles properties

When Autopilot is on, property access controls which conversations can receive an automatic reply.
  • If you do not select a property or property group, Autopilot can reply for any property it can identify.
  • If you select properties or property groups, Autopilot sends automatic replies only for those selections.
  • For conversations outside the selection, use Create drafts for unselected properties to choose whether Trellis saves a draft for review or does nothing. This setting appears after you select at least one property or property group.
  • Properties in Never responds for do not receive an automatic reply or a draft.
If Trellis cannot identify the property for a conversation, it follows the same draft setting as an unselected property.

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How to check it worked

Ask the agent a simple question that uses your real workspace context, such as:
  • “What should we tell guests about parking at this property?”
  • “Which tasks are open for tomorrow?”
  • “Draft a reply for this conversation.”
The answer should use your workspace details and follow your instructions. If it does not, update the agent’s instructions or knowledge and try again. Test one question from each source you added. For example, ask about a company policy, a property detail, and a repeat procedure. Keep the agent in review mode until each answer uses the right source and asks a person for help when needed.

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Common problems

Add clearer property instructions, guest policies, or examples. Short, specific notes work better than long vague instructions.
Check the agent’s access settings. It may not be allowed to use that inbox, property, or tool.
Set the agent’s default access to require approval for changes. Use stricter access for guest sends, provider actions, and anything that changes records.
Open the agent’s connected accounts and verify the credential again. Some websites may ask for a two-factor code.