Clearline Guide
Everything you need to set up, configure, and get the most out of the Clearline platform.
Platform overview
Set up, configure, and manage your workspace.
Set up your first inbox
Create a shared inbox, add channels, and configure agent behavior.
Set up channels
Add phone numbers and email domains so your inboxes can send and receive.
Common tasks
Configuring web chat
Embed, customize, and add pre-chat questions to your web chat widget.
Workspace settings
Set workspace identity, regional settings, business hours, and agent defaults.
Call overview
See how Clearline handles inbound and outbound voice calls.
CRM overview
Manage contacts, opportunities, and tasks across your workspace.
Set up your first outbound campaign
Create a campaign, build a sequence, and add recipients.
Add to your knowledge base
Give the agent facts it can use to answer questions accurately.