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Inbox channels define where inbound conversations enter Clearline. Routing defines who receives those conversations.

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Add a phone channel

  1. Open Settings → Inboxes.
  2. Open the inbox.
  3. Go to Channels.
  4. Click Add channel.
  5. Choose Phone.
  6. Select an available phone number.
  7. Choose a channel preference:
PreferenceRoutes
SMS and VoiceText messages and calls
SMS onlyText messages only
Voice onlyCalls only

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Add an email channel

  1. Open the inbox Channels tab.
  2. Click Add channel.
  3. Choose Email.
  4. Select a verified domain.
  5. Enter the local part, such as sales or support.
  6. Save the channel.
Clearline checks whether the email address is already used by another inbox or outbound sender before saving.

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Routing rules

Go to the Members tab to choose how incoming leads are assigned:
  • Specific person assigns all leads to one inbox member.
  • Contact owner prefers the contact owner and falls back to round robin.
  • Round robin distributes leads evenly across eligible inbox members.

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Remove a channel

Removing a channel disconnects it from the inbox. The underlying phone number or email domain remains available in workspace channels.
Do not remove a channel that customers are actively using unless you have a replacement route ready.
Screenshot placeholder: add the Add channel dialog and the inbox channel list.