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.
Let your AI agent browse the web for you
Your AI agent can visit external websites - checking OTA listings, pulling reports, verifying pricing - but many of those sites require a login. Connected accounts let you save credentials on a specific AI agent so that agent can sign in during supported browser sessions. Instead of copying and pasting data from Airbnb or Booking.com into Trellis, you tell the agent what you need and it logs in, finds the information, and brings it back.How it works
Add a website credential
Go to Knowledge Base > Agents, select the agent, open the Integrations tab, and click Connect website. Enter the site domain (or pick from suggested sites like Airbnb, Booking.com, Guesty, Breezeway, Hostaway, or Krossbooking), your email or username, and your password.
Verify the credential
Click Verify to have the AI agent test the login. A secure cloud browser opens and the agent enters your credentials automatically. You can watch the login happen in real time through a live view window.
Handle two-factor authentication
If the site requires a code from your authenticator app, the agent pauses and waits for you to complete the 2FA step. You can also add your TOTP authenticator secret so the agent handles 2FA codes automatically - no manual intervention needed.
Adding credentials
From the agent’s Integrations tab, click Connect website to add a new credential.| Field | Description |
|---|---|
| Website | The domain to log into (e.g., airbnb.com, booking.com). Pick from suggestions or type any domain. |
| Email or username | Your login for the site. If you enter an email address, it is used as both the email and username fields during sign-in. |
| Password | Your password for the site. Stored encrypted - the agent only uses it during the login process. |
| Authenticator secret | Optional. The TOTP secret from your authenticator app setup. When provided, the agent generates 2FA codes automatically. |
Credential status
Each credential shows a status so you know at a glance whether the agent can access that site.| Status | Meaning |
|---|---|
| Ready | The credential is verified and the agent can log in successfully. |
| Not connected | The credential has not been verified yet, or was recently changed. Click Verify to test it. |
| Needs code | The site requires a 2FA code the agent cannot generate. Add your authenticator secret to fix this. |
| Failed | The last login attempt failed. Update your credentials and re-verify. |
Two-factor authentication
Many travel platforms require two-factor authentication. Connected accounts handle this in two ways:- Automated 2FA
- Manual 2FA
Add your TOTP authenticator secret when creating the credential. The agent generates time-based codes automatically during login - no manual step required. This is the recommended approach for sites you access frequently.
The authenticator secret is encrypted at rest and scoped to the specific domain - it is never exposed to other sites or used outside the login flow.
Live browser view
When the agent opens a browser to log into a site or perform a task, you can watch the session in real time through a live view window. This is useful for:- Verifying credentials - watch the agent fill in your login and confirm it works
- Handling 2FA prompts - type a code directly into the live browser when the agent pauses
- Monitoring tasks - see exactly what the agent is doing on the external site
Browser sessions in chat
When you ask the AI agent to do something that requires visiting a website - like “check my Airbnb listing for unit 4B” or “pull the latest payout report from Booking.com” - a browser session card appears in the chat. The session card shows:- Step-by-step progress - each action the agent takes (navigating to a page, clicking a button, reading content) appears as a step with a timestamp
- Screenshots - the agent captures screenshots as it works so you can see what it saw
- Live view - click to open a real-time view of the browser session while it is running
- Final result - when the task completes, the agent summarizes what it found and includes it in the chat
Suggested sites
When adding a credential, Trellis suggests domains commonly used in hospitality and property management:- Airbnb
- Booking.com
- Guesty
- Breezeway
- Hostaway
- Krossbooking
Managing credentials
From the agent’s Integrations tab, you can:- Edit a credential to update the username, password, or authenticator secret
- Re-verify a credential after making changes to confirm the agent can still log in
- Delete a credential to remove the agent’s access to that site
Updating your email, username, or authenticator secret automatically resets the credential status to “Not connected.” Re-verify after making changes.
FAQ
Are my passwords secure?
Are my passwords secure?
Credentials are encrypted at rest and scoped to the specific domain. The agent only decrypts them during the login process for that domain - they are never exposed to other sites, other users, or other workspaces.
Does the agent store my session cookies?
Does the agent store my session cookies?
What happens if my password changes?
What happens if my password changes?
The credential status changes to “Failed” the next time the agent tries to log in. Update the password from the agent’s Integrations tab and re-verify.
Can different team members have separate credentials?
Can different team members have separate credentials?
Credentials are tied to the AI agent, not to individual team members. All team members in the workspace share the same set of connected accounts for each agent.
Which sites does this work with?
Which sites does this work with?
The agent can log into most websites that use standard email/password login forms. Sites with unusual login flows (like bank-grade security or hardware token requirements) may not work reliably.