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.
Your people, organized
Everyone you work with - guests, property owners, vendors, and prospects - lives in the Contacts section. The current Contacts view focuses on fast lookup, saved contact methods, WhatsApp checks, and the conversation threads connected to each person or group.Contact types
Trellis uses contact roles throughout inbox, property, and workflow views:| Type | Who they are |
|---|---|
| Guest | Anyone who stays at one of your properties. Guest contacts are created automatically when reservations sync from your PMS. |
| Owner | Property owners you manage for. Link them to their properties for a complete owner relationship view. |
| Vendor | Cleaners, maintenance crews, inspectors, and other service providers your team works with. |
| Prospect | Potential owners or partners you are reaching out to through outbound campaigns. |
Finding a contact
Use the search field at the top of Contacts to find people by name, email address, or phone number. The list shows each contact’s primary methods so you can identify the right record before opening it.Contact profiles
Click any contact to open their profile. The current profile view is organized around contact methods and connected threads:Email addresses
Email addresses
View saved email addresses and add another email method when you have a verified address for the contact.
Phone numbers
Phone numbers
View saved phone numbers and add another phone method when your team has a confirmed number.
WhatsApp methods
WhatsApp methods
Check whether a phone number is available on WhatsApp and save the WhatsApp method to the contact when it is found.
Other handles
Other handles
Review other saved handles from connected channels.
Conversation threads
Conversation threads
See the PMS, WhatsApp, SMS, email, and other channel threads currently connected to the contact.
Cleaning up unknown contacts
When someone reaches out by SMS, WhatsApp, email, or another channel and is not yet in your system, they can appear as an unknown contact in the conversation. Supported inbox flows let you convert that unknown sender into a contact or connect the conversation to an existing contact.Importing contacts
Contacts are primarily created from messages, PMS reservations, workspace members, supported inbox conversion flows, and import tooling. Bulk contact import is handled through the import tooling available in your workspace; it is not a dedicated Contacts-page CSV wizard in the current Contacts view.Tips for managing contacts
Keep methods current
Add confirmed email addresses, phone numbers, and WhatsApp methods so teammates can reach the right person from the right channel.
Check WhatsApp first
Use the WhatsApp check on phone methods before relying on a number for direct WhatsApp outreach.
Prepare contact data
Before bulk importing, confirm which import tool is available in your workspace and normalize names, emails, phones, and contact types.
Link contacts to properties
Connecting owners and vendors to their properties gives everyone on your team the full picture without switching between pages.