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Start small: prove one complete operating path before expanding to more properties, channels, or automations.

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Before you begin

You need:
  • A Trellis workspace with admin or manager access.
  • Credentials for a supported property management system (PMS).
  • One test property and a safe test contact.
  • One teammate who can review the setup.
Your provider decides which records Trellis can import, refresh, or update. Follow the page for your integration instead of assuming every connection supports the same actions.

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1. Connect your property system

1

Open integrations

Go to Settings > Integrations and choose your PMS.
2

Approve the connection

Follow the displayed sign-in steps. Confirm the provider account and property scope before approving.
3

Verify one property

Open Properties and confirm one expected property and recent reservation are present. Compare a known detail with the source system.
Trellis has PMS guides for Guesty, Krossbooking, Hostaway, and Calry. Breezeway is a field-operations connection for task coordination, not a PMS connection.

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2. Connect one message channel

Choose the channel your team wants to prove first:

Email

Connect a shared mailbox and verify a safe inbound message.

WhatsApp

Confirm the approved business account and number.

Phone and SMS

Verify the call and text capabilities shown for your workspace.

Slack

Connect an internal team channel for supported operational updates.
Send one safe inbound test with no real guest details. Confirm it appears once in Inbox under the expected channel. Do not test an outbound send until your team has checked the recipient, content, and approval state.
Trellis Integrations page with WhatsApp, Email, Slack, and phone channel cards

Message channel cards for WhatsApp, Email, Slack, and Phone and SMS.

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3. Prepare the AI Agent

1

Open AI Hub

Choose the agent that should help with the test property and channel.
2

Add the right information

Put property facts on the property, company policies in documents, voice and limits in agent instructions, and repeat procedures in skills.
3

Keep review mode on

Require a person to review the first drafts and all sensitive actions.
4

Run four tests

Test one property fact, one policy, one procedure, and one request that should go to a person.
Use Launch and hand off your AI Agent for the full test and escalation checklist.

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4. Invite the team

Go to Settings > Permissions. Choose the least access each person needs and limit property scope when available. Ask the invited person to sign in and confirm they can see the intended work but not an unrelated property. For role examples, see Choose roles and property access. Vendor contacts are also managed from Settings > Permissions; see Set up a vendor.

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5. Test one workflow

Choose one repeat outcome, such as creating a cleaning task after checkout. Review the trigger, rules, task or message details, assignee, and approval points. Use a safe example, then open Workflows > Runs and inspect every step before enabling it.
Do not enable a workflow that can message a guest, affect money, or change an outside system until a manager has reviewed the test result.
For a complete first operation, follow Run your first cleaning operation.

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Check that your workspace is ready

  • The intended property and a recent reservation appear in Trellis.
  • A known source-system change can be verified with the documented refresh method.
  • One safe inbound message appears once in the correct Inbox conversation.
  • The AI Agent is in review mode and passes the four source and hand-off tests.
  • Each invited person can see the right work and property scope.
  • Workflows > Runs shows a successful safe test.
  • A manager knows where to review approvals, failed runs, and escalations.
If any check fails, keep that part of the setup off and use the Troubleshooting guide.

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Next steps

Frequently asked questions

Find the canonical answer to common setup and daily-work questions.

Field worker onboarding

Prove sign-in, assigned work, checklists, photos, and completion.

Fix wrong AI information

Correct the source and repeat the same test.

Workflow automations

Build, test, approve, and inspect repeat work.