Tutorials

Watch the 16 tutorials below to learn how to set up Trellis and manage everyday work. All videos are in English. Each tutorial links to its illustrated guide.

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Getting Started

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Workspace & Account Settings

5:37 · English Set workspace defaults and billing, then adjust your own messaging, call, notification, and security preferences. Read the Workspace & Account Settings guide

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Team & Permissions

13:22 · English Set roles and departments, invite internal or external teammates, and review each person’s scope and shift settings. Read the Team & Permissions guide

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Integrations & Phone Numbers

9:53 · English Connect the systems and communication channels used by your team, then check property mapping and incoming-message routing. Read the Integrations & Phone Numbers guide

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Claude / Codex Connection

1:22 · English Connect Trellis to Claude Cowork using the connection details in your profile. This recording demonstrates Claude; it does not show a separate Codex setup. Read the Claude / Codex Connection guide

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Inbox

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Inbox & Settings

6:07 · English Organize conversations by contact type, choose how channels are grouped, and save the views your team needs. Read the Inbox & Settings guide

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Conversations & Channels

5:53 · English Use the conversation tools, guest sidebar, and linked channels to handle a request with the right context. Read the Conversations & Channels guide

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Collaboration & Follow-ups

7:48 · English Find conversations, manage follow-ups, and coordinate with teammates without losing the context of the guest’s request. Read the Collaboration & Follow-ups guide

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Autopilot

6:20 · English Review AI drafts, inspect the sources behind a response, and use feedback and escalation tools when the answer needs attention. Read the Autopilot guide

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Knowledge

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Knowledge & Policies

6:43 · English Understand the different information AI uses: agent instructions, policies, reservation and property details, reference documents, tags, and skills. Read the Knowledge & Policies guide

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Properties & House Manuals

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Properties & House Manuals

12:59 · English Maintain property information, rooms, access instructions, people, devices, and house manuals from the property workspace. Read the Properties & House Manuals guide

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Tasks & Workforce

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Departments & Views

9:55 · English Organize tasks by department, save filtered views, and switch between the task table and calendar to review daily work. Read the Departments & Views guide

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Task Anatomy

14:43 · English Understand the information inside a task, from property context and assignment to checklists, approvals and completion. Read the Task Anatomy guide

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Task Creation

6:11 · English Create a task from the task sidebar or ask the agent to create one, then review its details and assignment. Read the Task Creation guide

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Workforce & Shifts

7:48 · English Plan shifts, compare scheduled and recorded hours, review approvals, and manage absences. Read the Workforce & Shifts guide

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Mobile App

6:00 · English Follow the mobile workflow for admins and workers: browse tasks, find visits, clock in, follow property instructions, complete task steps, and finish the visit and shift. Read the Mobile App guide

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Guest Portal

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Guest Portal

15:40 · English Build the guest journey, collect the required information, and decide when access instructions, guides, and services appear. Read the Guest Portal guide