Skip to main content
Use Pulse to review recent activity. Open the other Insights areas for results by period and property.

​
Before you start

Your role and record permissions determine the areas and details you can open. Some teammates see only Pulse. Before comparing figures, choose the date range and property scope you intend to review.

​
Main areas

  • Overview: start with a summary of the areas available to you.
  • Pulse: follow recent agent activity, messages, tasks, and other events.
  • Agents: review the AI work taking place in your workspace.
  • Messaging: examine conversation activity and completed AI decisions.
  • Workforce: review operational and team activity.
  • Results: inspect property, reservation, review, and upsell results where available.
  • Reports: open one-off results, saved recurring reports, and their runs.

​
Filter Insights by property

Use the property filter at the top to select homes or a property group. The selection applies across Overview, Agents, Messaging, Workforce, Results, Reviews, and Upsells, including the details you open from them. Clear it to return to the workspace-wide view. Keep the same date range and property selection when comparing two results. If a chart is empty, check those filters before concluding that no work occurred.

​
Use Pulse each day

Open Dashboard or Insights, then choose Pulse. Scan for escalations, drafts awaiting review, task changes, and other activity that needs a decision. Select an item to open its details and follow the related conversation, task, property, or reservation. The linked record shows the current status and lets you act on the event.

​
Understand AI Automation Rate

In Messaging, AI Automation Rate shows the share of completed AI decisions that the AI handled without a person taking over. It includes replies the AI sent and conversations where it decided that no reply was needed. Escalations remain in the total because they required human ownership. Drafts, pending decisions, failed attempts, rejected suggestions, and conversations answered by a person before the AI finished are not counted. Use the count beside the rate to understand the sample size, and compare the same date range and property filters when reviewing changes over time.

​
Use Reports

Ask the agent for the report you need, naming its period, properties, audience, and the question it should answer. Say whether it is a one-off result or a saved report with a daily, weekly, or monthly schedule. Open Insights > Reports to find one-off results in Recent runs and saved recurring reports. Recurring reports use workflows. Choose Run now for a fresh result outside the schedule, then open that run to read it. Each run keeps its own status: pending, running, ready, failed, or cancelled. Trellis notifies the recipient when an in-app report is ready. Check the reporting period and scope inside the result before sharing it. A saved report’s previous ready run is not necessarily the result of the latest request. If a run fails, inspect its workflow or ask the agent to review the report instructions and data access. Once report creation starts, its card appears in the chat and shows its current status. Open the running report to watch completed sections appear while the remaining sections are being designed. Wait for Ready before using the finished report. Use Save report on a completed one-off to keep it in Saved reports. On a saved card, select its schedule to change the frequency, time and time zone. Run now starts an on-demand run. Reports managed by a separate workflow keep their schedule controls in that workflow. Open a saved report to switch between its Latest result and Runs history. Each historical run keeps its original data. For a saved interactive report, open Configure report and turn on Same report layout to reuse its first completed design. New runs refresh the findings, numbers, links and records while keeping the layout. The switch saves immediately. Turn it off to let the agent choose a new design on future runs. This setting does not apply to one-off reports. Reports use your workspace branding. Depending on the question, records may appear in a comparison table, an operational list or individual property cards. Collections show five records initially. Use See all to expand a collection, search or filter where those controls appear, and open Details for supporting fields. Linked records open their usual details in Trellis. The agent chooses typography and layout to suit the question and your workspace branding. Reports adapt to the available space when you open a sidebar or use a smaller screen. Where an action such as Assign with agent appears, selecting it starts an agent review of that section’s records. The agent checks current data and proposes assignments or drafts replies. Confirm a proposal before it changes records or sends a message. The full report export includes all saved records and supporting fields, including those hidden by the report’s search, filters or collapsed rows. These saved evidence collections reflect the data collected for that run. Live dashboard components, when included, can show current data instead.

​
Create a useful report request

Tell the agent what decision the report should support. For example: “Create a weekly report for our operations manager covering overdue maintenance tasks in the properties I can access. Group them by property and show the assignee, due date, current status, and a link to each task. Keep delivery in Trellis.” For a recurring report, also specify the day, time, and time zone. Review the proposed scope and schedule before enabling it. Keep the first result small enough to compare with a few known tasks. After the first run is ready, open its linked records and confirm that the report includes the expected cases. If the selection is wrong, ask the agent to change the saved report’s instructions; rerunning the same instructions alone will not fix the selection.

​
Common problems

Ask an administrator to check your Insights permissions and access to the related records.
Review the date range and property filters, then check whether source records exist for that period.
Check permission to the underlying conversation, task, property, or reservation. Dashboard access does not automatically grant access to every linked record.
Check the latest run’s status. If it fails, review its workflow or ask the agent to inspect the report setup and data access before starting another copy.