> ## 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.

# Tutorials

> Watch all Trellis resource videos, grouped by topic.

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.

## Getting Started

### Workspace & Account Settings

5:37 · English

Set workspace defaults and billing, then adjust your own messaging, call, notification, and security preferences.

<video controls playsInline preload="none" poster="/images/support-resources/settings.webp" aria-label="Workspace & Account Settings">
  <source src="https://app.trellistech.com/v/settings" type="video/mp4" />
</video>

[Read the Workspace & Account Settings guide](/resources/settings.md)

### Team & Permissions

13:22 · English

Set roles and departments, invite internal or external teammates, and review each person’s scope and shift settings.

<video controls playsInline preload="none" poster="/images/support-resources/team.webp" aria-label="Team & Permissions">
  <source src="https://app.trellistech.com/v/team" type="video/mp4" />
</video>

[Read the Team & Permissions guide](/resources/team.md)

### Integrations & Phone Numbers

9:53 · English

Connect the systems and communication channels used by your team, then check property mapping and incoming-message routing.

<video controls playsInline preload="none" poster="/images/support-resources/integrations.webp" aria-label="Integrations & Phone Numbers">
  <source src="https://app.trellistech.com/v/integrations" type="video/mp4" />
</video>

[Read the Integrations & Phone Numbers guide](/resources/integrations.md)

### 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.

<video controls playsInline preload="none" poster="/images/support-resources/claude-codex.webp" aria-label="Claude / Codex Connection">
  <source src="https://app.trellistech.com/v/claude-codex" type="video/mp4" />
</video>

[Read the Claude / Codex Connection guide](/resources/claude-codex.md)

## Inbox

### Inbox & Settings

6:07 · English

Organize conversations by contact type, choose how channels are grouped, and save the views your team needs.

<video controls playsInline preload="none" poster="/images/support-resources/inbox.webp" aria-label="Inbox & Settings">
  <source src="https://app.trellistech.com/v/inbox" type="video/mp4" />
</video>

[Read the Inbox & Settings guide](/resources/inbox.md)

### Conversations & Channels

5:53 · English

Use the conversation tools, guest sidebar, and linked channels to handle a request with the right context.

<video controls playsInline preload="none" poster="/images/support-resources/conversations.webp" aria-label="Conversations & Channels">
  <source src="https://app.trellistech.com/v/conversations" type="video/mp4" />
</video>

[Read the Conversations & Channels guide](/resources/conversations.md)

### Collaboration & Follow-ups

7:48 · English

Find conversations, manage follow-ups, and coordinate with teammates without losing the context of the guest’s request.

<video controls playsInline preload="none" poster="/images/support-resources/collaboration.webp" aria-label="Collaboration & Follow-ups">
  <source src="https://app.trellistech.com/v/collaboration" type="video/mp4" />
</video>

[Read the Collaboration & Follow-ups guide](/resources/collaboration.md)

### Autopilot

6:20 · English

Review AI drafts, inspect the sources behind a response, and use feedback and escalation tools when the answer needs attention.

<video controls playsInline preload="none" poster="/images/support-resources/autopilot.webp" aria-label="Autopilot">
  <source src="https://app.trellistech.com/v/autopilot" type="video/mp4" />
</video>

[Read the Autopilot guide](/resources/autopilot.md)

## Knowledge

### Knowledge & Policies

6:43 · English

Understand the different information AI uses: agent instructions, policies, reservation and property details, reference documents, tags, and skills.

<video controls playsInline preload="none" poster="/images/support-resources/knowledge.webp" aria-label="Knowledge & Policies">
  <source src="https://app.trellistech.com/v/knowledge" type="video/mp4" />
</video>

[Read the Knowledge & Policies guide](/resources/knowledge.md)

## Properties & House Manuals

### Properties & House Manuals

12:59 · English

Maintain property information, rooms, access instructions, people, devices, and house manuals from the property workspace.

<video controls playsInline preload="none" poster="/images/support-resources/properties.webp" aria-label="Properties & House Manuals">
  <source src="https://app.trellistech.com/v/properties" type="video/mp4" />
</video>

[Read the Properties & House Manuals guide](/resources/properties.md)

## Tasks & Workforce

### Departments & Views

9:55 · English

Organize tasks by department, save filtered views, and switch between the task table and calendar to review daily work.

<video controls playsInline preload="none" poster="/images/support-resources/departments-views.webp" aria-label="Departments & Views">
  <source src="https://app.trellistech.com/v/departments-views-110" type="video/mp4" />
</video>

[Read the Departments & Views guide](/resources/departments-views.md)

### Task Anatomy

14:43 · English

Understand the information inside a task, from property context and assignment to checklists, approvals and completion.

<video controls playsInline preload="none" poster="/images/support-resources/task-anatomy.webp" aria-label="Task Anatomy">
  <source src="https://app.trellistech.com/v/task-anatomy-110" type="video/mp4" />
</video>

[Read the Task Anatomy guide](/resources/task-anatomy.md)

### 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.

<video controls playsInline preload="none" poster="/images/support-resources/task-creation.webp" aria-label="Task Creation">
  <source src="https://app.trellistech.com/v/task-creation-110" type="video/mp4" />
</video>

[Read the Task Creation guide](/resources/task-creation.md)

### Workforce & Shifts

7:48 · English

Plan shifts, compare scheduled and recorded hours, review approvals, and manage absences.

<video controls playsInline preload="none" poster="/images/support-resources/workforce.webp" aria-label="Workforce & Shifts">
  <source src="https://app.trellistech.com/v/workforce" type="video/mp4" />
</video>

[Read the Workforce & Shifts guide](/resources/workforce.md)

### 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.

<video controls playsInline preload="none" poster="/images/support-resources/mobile-app.webp" aria-label="Mobile App">
  <source src="https://app.trellistech.com/v/mobile-app" type="video/mp4" />
</video>

[Read the Mobile App guide](/resources/mobile-app.md)

## Guest Portal

### Guest Portal

15:40 · English

Build the guest journey, collect the required information, and decide when access instructions, guides, and services appear.

<video controls playsInline preload="none" poster="/images/support-resources/guest-portal.webp" aria-label="Guest Portal">
  <source src="https://app.trellistech.com/v/guest-portal" type="video/mp4" />
</video>

[Read the Guest Portal guide](/resources/guest-portal.md)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.