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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.

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What Trellis supports today

Trellis does not currently expose a standalone multi-step outbound sequence builder. Outbound sending happens from the Inbox and from workflow templates that use connected channels. Supported send paths depend on your workspace setup:
  • Inbox replies can use the channel attached to the conversation, such as supported PMS threads, email, SMS, or WhatsApp.
  • Workflow templates can send or prepare messages through supported channels such as email, SMS, WhatsApp, Slack, PMS-backed messaging, or internal task actions when those integrations are connected.
  • Voice calls use the Twilio call flow when Twilio is configured.
Trellis requires operator confirmation for outbound sends that reach guests, owners, vendors, or external systems. Review the message and channel before approving.

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Attachments

Attachments are supported in the message surfaces that implement them, including email threads and WhatsApp-style media in the Inbox. PMS threads show attachments when the provider returns them, but availability varies by provider.

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Monitoring sends

Use the Inbox conversation timeline, workflow run details, and integration monitoring pages to confirm whether a message was drafted, sent, failed, or synced back from a provider. Trellis does not currently provide standalone outbound-sequence campaign analytics.

Inbox

Reply to active conversations through supported connected channels.

Automations

Build workflow sends with the channels and approvals available in your workspace.