> ## 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.

# Quickstart

> Set up Trellis and launch your first operational workflow

## Before you begin

You will need:

* A Trellis workspace (don't have one? [Contact our team](mailto:sales@trellistech.com) to get started)
* Admin or Manager access to your workspace
* Login credentials for your property management system (PMS)

<Info>
  Setup time depends on your PMS and how many properties you have. When you connect a PMS, Trellis imports the properties, reservations, chats, and guest records your provider supports.
</Info>

***

## Step 1: Connect your property management system

This is the most important step. Once your PMS is connected, Trellis imports the properties, reservations, chats, and guest records your provider supports.

<Steps>
  <Step title="Open Settings">
    Click **Settings** in the main navigation, then select **Integrations**.
  </Step>

  <Step title="Choose your PMS">
    Select your property management system from the list. Trellis works with:

    * Guesty
    * Krossbooking
    * Breezeway
    * Hostaway
    * Calry
  </Step>

  <Step title="Authorize the connection">
    Follow the prompts to sign in to your PMS. Give Trellis permission to read and update your data. Your PMS approves the connection, and Trellis only takes actions your PMS supports.
  </Step>

  <Step title="Wait for the first import">
    Trellis starts pulling in the properties, reservations, chats, and guest records your provider supports. How long this takes depends on the integration and how many properties you have.

    You will see a progress bar in the Integrations panel. When it finishes, open **Properties** to check that everything looks right.
  </Step>
</Steps>

<Tip>
  How sync works depends on your PMS:

  * Some records update on their own when your PMS sends changes.
  * Some records refresh on a schedule.
  * Some need a manual sync button.
  * Trellis can only write back the changes your PMS allows.
</Tip>

***

## Step 2: Set up your AI agent

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

<Steps>
  <Step title="Go to AI Hub">
    Click **AI Hub** in the main navigation, then choose the agent you want to set up.
  </Step>

  <Step title="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)

    <Tip>
      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.
    </Tip>
  </Step>

  <Step title="Choose autopilot settings">
    Decide how much autonomy your AI agent should have:

    <Tabs>
      <Tab title="Review mode (recommended to start)">
        The AI drafts replies, but you review and approve each one before it is sent. This is the safest way to get comfortable with the AI.
      </Tab>

      <Tab title="Autopilot mode">
        The AI sends replies on its own after a short delay. You can still review and edit them in the inbox. Best for teams that have tested the AI and trust its answers.
      </Tab>
    </Tabs>

    You can set autopilot separately for guests, owners, and vendors.
  </Step>

  <Step title="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.
  </Step>
</Steps>

***

## Step 3: Invite your team

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

<Steps>
  <Step title="Go to Settings > Permissions">
    Open **Settings > Permissions** to manage workspace members, roles, and access.
  </Step>

  <Step title="Invite members">
    Click **Invite** and enter your team member's email address. Choose their role:

    | Role        | What they can do                                    |
    | ----------- | --------------------------------------------------- |
    | **Admin**   | Full access to all settings, integrations, and data |
    | **Manager** | Manage properties, tasks, inbox, and team members   |
    | **Member**  | Work on assigned tasks, respond to messages         |
    | **Viewer**  | Read-only access to properties and conversations    |

    Need a role that does not fit one of these defaults? Build your own from **Settings > Permissions** - see [Custom roles](#custom-roles) below.
  </Step>
</Steps>

### Custom roles

If the built-in roles don't fit your team, create a custom role with exactly the permissions you need. For example:

* A **Front Desk** role that can read every conversation but can't change billing.
* An **Owner Liaison** role that only sees a specific set of properties.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

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.

<Tip>
  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.
</Tip>

***

## Step 4: Set up your first workflow

Workflows save you hours of repetitive work every week. Start with one of these common templates:

<CardGroup cols={2}>
  <Card title="Check-in message" icon="door-open">
    Automatically send guests their check-in instructions before arrival - with the right property details, door codes, and parking info.
  </Card>

  <Card title="Checkout cleaning task" icon="broom">
    When a guest checks out, Trellis automatically creates a cleaning task and assigns it to the right team member.
  </Card>

  <Card title="Escalation alerts" icon="bell">
    Get notified immediately when a guest reports an issue the AI cannot handle - like a complaint, a safety concern, or a refund request.
  </Card>

  <Card title="Daily operations digest" icon="chart-bar">
    Send your team a scheduled summary of reservations, escalations, and tasks that need attention.
  </Card>
</CardGroup>

<Steps>
  <Step title="Go to Workflows">
    Click **Workflows** in the main navigation, then open **Templates**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Customize and activate">
    Review the workflow steps, adjust any settings such as timing or message content, and turn it on when you are ready.
  </Step>
</Steps>

***

## You are all set

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

<CardGroup cols={2}>
  <Card title="Explore Properties" icon="building" href="/platform/properties">
    See your full portfolio, manage owner relationships, and organize property details.
  </Card>

  <Card title="Open the Inbox" icon="inbox" href="/platform/inbox">
    Start responding to guest messages - with AI assistance.
  </Card>

  <Card title="Manage Tasks" icon="clipboard-list" href="/platform/tasks">
    View upcoming cleaning, maintenance, and inspection tasks.
  </Card>

  <Card title="Set up AI Hub" icon="bot" href="/platform/ai-hub">
    Teach your AI agent how your business works.
  </Card>
</CardGroup>

<Note>
  Need help? Reach out to our team at [support@trellistech.com](mailto:support@trellistech.com) - we are happy to walk you through setup or answer any questions.
</Note>