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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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Before you begin

You will need:
  • A Trellis workspace (don’t have one? Contact our team to get started)
  • Admin or Manager access to your workspace
  • Login credentials for your property management system (PMS)
Setup time and sync coverage depend on the PMS and portfolio size. Connecting a PMS starts importing the provider-supported properties, reservations, conversations, and guest records that Trellis can read for that integration.

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Step 1: Connect your property management system

This is the most important step - once your PMS is connected, Trellis imports the supported properties, reservations, conversations, and guest records for that integration.
1

Open Settings

Click the Settings icon in the left sidebar, then select Integrations.
2

Choose your PMS

Select your property management system from the list. Trellis works with:
  • Guesty
  • Krossbooking
  • Breezeway
  • Hostaway
  • Calry
3

Authorize the connection

Follow the prompts to log into your PMS and grant Trellis permission to access your data. This is a secure, provider-authorized connection for supported read and write actions.
4

Wait for the initial sync

Trellis will begin importing provider-supported properties, reservations, conversations, and guest records. Timing depends on the integration and the size of your portfolio.You will see a progress indicator in the Integrations panel. Once complete, head to Properties to verify everything looks right.
PMS sync is provider-specific. Some records update automatically through provider updates or scheduled syncs, some use a manual sync button, and outbound writes are limited to the actions each integration supports.

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Step 2: Set up your AI agent

Your AI agent can answer guest questions, draft replies, and handle common requests - using your specific property details, house rules, and check-in instructions.
1

Go to Knowledge Base

Navigate to Knowledge Base in the left sidebar, then select Agents.
2

Write your agent instructions

Tell the AI how to represent your business. Good instructions include:
  • Your brand voice and tone (friendly, professional, casual)
  • Check-in and check-out procedures
  • House rules and policies
  • Common FAQs (parking, Wi-Fi, late checkout)
  • What to escalate to a human (refund requests, complaints, emergencies)
Start simple - you can always refine your instructions later as you see how the AI performs. Many teams start with just check-in instructions and house rules.
3

Choose autopilot settings

Decide how much autonomy your AI agent should have:You can configure autopilot separately for different contact types - guests, owners, and vendors.
4

Send a test message

Before going live, send a test message to make sure the AI responds the way you expect. Check that it uses the right property details, follows your tone, and escalates correctly.

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Step 3: Invite your team

Bring your team members, cleaners, and coordinators into Trellis so everyone can collaborate.
1

Go to Settings > Team

Open Settings > Team to manage your workspace members.
2

Invite members

Click Invite and enter your team member’s email address. Choose their role:
RoleWhat they can do
AdminFull access to all settings, integrations, and data
ManagerManage properties, tasks, inbox, and team members
MemberWork on assigned tasks, respond to messages
ViewerRead-only access to properties and conversations
Need a role that doesn’t fit one of these defaults? You can build your own from the Permissions page in Settings - see Custom roles below.

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Custom roles

If the built-in roles don’t match how your team is organized, create a custom role with exactly the permissions you need. Custom roles are useful when you want, for example, a Front Desk role that can read every conversation but can’t change billing, or an Owner Liaison role that only sees a specific subset of properties.
1

Open the Permissions page

Go to Settings → Permissions. You’ll see the four built-in roles (Admin, Manager, Member, Viewer) listed alongside any custom roles you’ve already created.
2

Create a new role

Click + New role, type a name (for example, “Front Desk”), and press Enter. The new role appears in the list with no permissions selected.
3

Choose permissions

Select the new role and toggle the permissions, inbox access, and property access you want it to have. Changes save automatically as you toggle them.
4

Rename or delete later

Hover over a custom role to reveal the actions menu. Use Rename to change the role name, or Delete to remove a role you no longer need. Built-in roles cannot be renamed or deleted.
Once a custom role exists, it shows up in the role dropdown when you invite a new member or change an existing member’s role - exactly the same way built-in roles do.
Custom roles are great for matching how your team is actually organized. Start with a built-in role that’s close to what you need, then create a custom role for any team that needs a tighter or looser scope.

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Step 4: Set up your first automation

Automations save you hours of repetitive work every week. Start with one of these popular templates:

Check-in message

Automatically send guests their check-in instructions before arrival - with the right property details, door codes, and parking info.

Checkout cleaning task

When a guest checks out, Trellis automatically creates a cleaning task and assigns it to the right team member.

Escalation alerts

Get notified immediately when a guest reports an issue the AI cannot handle - like a complaint, a safety concern, or a refund request.

Daily operations digest

Send your team a scheduled summary of reservations, escalations, and tasks that need attention.
1

Go to Automations

Navigate to Automations in the left sidebar.
2

Choose a template

Browse the template gallery and select one that matches your needs. Each template comes pre-configured - you just need to customize the details.
3

Customize and activate

Review the automation steps, adjust any settings (like timing or message content), and toggle it on.

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You are all set

With your PMS connected, AI agent configured, team invited, and first automation running, you are ready to manage your properties with Trellis.

Explore Properties

See your full portfolio, manage owner relationships, and organize property details.

Open the Inbox

Start responding to guest messages - with AI assistance.

Manage Tasks

View upcoming cleaning, maintenance, and inspection tasks.

Learn about AI

Discover everything your AI agent can do for you.
Need help? Reach out to our team at [email protected] - we are happy to walk you through setup or answer any questions.