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Clearline supports voice calls through workspace phone numbers. Calls can route into shared inboxes, personal inboxes, outbound campaigns, and appointment reminder workflows depending on how each number is assigned.

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Phone number setup

Add phone numbers from Settings → Channels. Each number shows whether it supports SMS, voice, or both. After a number is added, use it in one of these places:
  • Settings → Inboxes to receive inbound calls.
  • Settings → Connected channels to assign a personal phone number.
  • Outbound campaigns to place AI-powered calls.
  • Appointment types → Notifications to send reminder or confirmation calls.

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Route calls to an inbox

  1. Go to Settings → Inboxes.
  2. Open a shared inbox.
  3. Go to Channels.
  4. Add a phone channel.
  5. Choose SMS and Voice or Voice only.
If the inbox is in autopilot and the agent is available, the agent can answer according to the inbox settings. Outside configured agent hours, calls go to your team.

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Review calls

The Calls area lists workspace calls. Open a call to review available call details, including status, transcript, and summary when transcription and summarization are complete. Calls also appear in conversation threads as call message cards.

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Recording disclosure

Workspace admins can configure whether the voice agent verbally discloses that calls are recorded from Settings → Workspace → Agent.
Call recording disclosure requirements vary by jurisdiction. Configure recording disclosure according to your legal requirements before using voice automation.
Screenshot placeholder: add a call detail page showing status, transcript, and summary.