Quickstart

Start with one property, one message channel, and one teammate. Then test a guest conversation and a scheduled task before adding the rest of your portfolio.

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Before you begin

Use a workspace account with the setup permissions you need. Have access to your supported PMS or source system, one property to verify, a team-controlled test contact, and a teammate who can check the result from their own account.

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1. Connect your property system

Open Settings > Integrations, choose your PMS, and complete its connection flow. Confirm the account and property scope before authorizing it. After the first import, check the listing mappings and open one property and recent reservation in Trellis. Compare their details with the source system and confirm a known recent change through the documented refresh process. Follow the provider guide for Guesty, Hostaway, Krossbooking, Hospitable, or Calry. Use Breezeway separately for field-operation sync.

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2. Connect one message channel

Choose a channel your team uses for guest conversations and follow its setup: Email, WhatsApp, or Phone and SMS. Connect Slack separately when you need internal operational alerts. Send an inbound message from the test contact, find it in Inbox, and check its contact, receiving account, and reservation. Review the reply channel and send a controlled reply, then confirm it arrives. Fix this path before adding automatic replies.

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3. Prepare the AI Agent

Open AI Hub and choose the agent for that channel. Set its role and tone, then add the information in the right place: facts on the property, handling rules in policies, reference material in documents, and repeat procedures in skills. Keep Autopilot off while reviewing the first suggestions. Test a property fact, policy, procedure, and request that needs a person. Inspect the sources and confirm the escalation reaches its intended owner. Follow Launch and hand off your AI Agent before enabling automatic use.

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4. Invite the team

Open Settings > Team & Permissions, choose the member or vendor flow, and review role, departments, and property scope before inviting them. Configure shifts when relevant. Have the person sign in to the intended workspace and open the work they need. Also check an unrelated property to confirm the scope. Follow Roles and property access for setup and Field worker onboarding for the mobile walkthrough.

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5. Test one workflow

First complete the process manually, such as one cleaning operation. Then configure the matching trigger, conditions, template, assignment, and approvals in Workflows. Run a controlled test and inspect Workflows > Runs, including cases that should skip or wait for review. Confirm the actual created record or action before enabling the process. Standard task automations are checked in Tasks rather than workflow run history.

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Resolve setup problems

If a record, reply, or assignment is missing during setup, follow Troubleshooting before enabling the affected automation.

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Next steps

• Settings — workspace defaults and personal preferences.
• Properties — fill in operating knowledge and manuals.
• Guest portal — prepare registration and stay guidance.
• Fix wrong AI information — correct sources as you review replies.
• Workflow automations — repeat a tested process.