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Resources / Getting started · 9:53 · English

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Video recap

Connect the systems and communication channels your team uses, then check how incoming messages reach the right inbox.

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Connect and check the PMS

Add the property management system connection, test it, and review the data and message synchronization options. Refresh listings after adding properties to the PMS and check that property mappings match.

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Choose the WhatsApp connection

The walkthrough compares a QR-code connection for WhatsApp Web with WhatsApp Business API setup. It also explains their messaging and calling differences and the role of message templates.

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Connect other tools

The integrations directory includes operations tools, smart devices, pricing, payments and CRM connections. Open the relevant integration and follow its account connection or credential setup.

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Connect email and reduce inbox noise

The video shows connecting a Google Workspace mailbox and reviewing blocked senders. A sender blocked in Trellis is filtered from Trellis; this does not change the original email mailbox’s block list.

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Review numbers and inbox defaults

Phone number settings distinguish workspace numbers from agent numbers. Choose a default inbox for new contacts reaching a number, so their messages are routed to the appropriate team. Detailed call-flow configuration is reserved for a separate walkthrough.