# Clearline

> Step-by-step guides for becoming a Clearline power user

## Docs

- [Activity history](https://help.useclearline.com/analytics/activity-history.md): Use activity timelines to understand what happened on a customer, opportunity, or workflow.
- [Analytics overview](https://help.useclearline.com/analytics/overview.md): Use Clearline views, filters, activity timelines, and operational records to understand performance.
- [Reports](https://help.useclearline.com/analytics/reports.md): Build operational reports from Clearline views and exported records.
- [Views and filters](https://help.useclearline.com/analytics/views-and-filters.md): Filter operational data and choose the fields that matter to each workflow.
- [Appointment types](https://help.useclearline.com/appointments/appointment-types.md): Create and configure bookable services.
- [Booking links](https://help.useclearline.com/appointments/booking-links.md): Share appointment links and preview the customer booking flow.
- [Calendar](https://help.useclearline.com/appointments/calendar.md): View, filter, create, and reschedule appointments.
- [Appointment notifications](https://help.useclearline.com/appointments/notifications.md): Configure confirmation, cancellation, reminders, and confirmation calls.
- [Appointments overview](https://help.useclearline.com/appointments/overview.md): Configure appointment types, booking links, advisors, availability, and notifications.
- [Calls overview](https://help.useclearline.com/calls.md): Configure phone numbers, route calls to inboxes, and review call history.
- [Data model](https://help.useclearline.com/crm-contacts/data-model.md): Create custom fields used by contacts, opportunities, tasks, schedules, booking forms, and web chat.
- [Contact imports](https://help.useclearline.com/crm-contacts/imports.md): Upload CSV files, map columns to fields, review values, and confirm imports.
- [Opportunities](https://help.useclearline.com/crm-contacts/opportunities.md): Track pipeline work with custom stages, fields, filters, and board or table views.
- [CRM and contacts overview](https://help.useclearline.com/crm-contacts/overview.md): Manage contacts, custom fields, opportunities, tasks, meetings, and activity history.
- [Tasks](https://help.useclearline.com/crm-contacts/tasks.md): Create, assign, filter, and complete follow-up tasks.
- [Agent modes](https://help.useclearline.com/inbox/agent-modes.md): Choose how the Clearline agent participates in inbox conversations.
- [Channels and routing](https://help.useclearline.com/inbox/channels-and-routing.md): Connect phone numbers, email addresses, and team assignment rules to an inbox.
- [Create an inbox](https://help.useclearline.com/inbox/create-inbox.md): Create a shared inbox and configure its channels, members, routing, and agent behavior.
- [Manage conversations](https://help.useclearline.com/inbox/manage-conversations.md): Work the conversation inbox, assign ownership, reply across channels, and close conversations.
- [Inbox overview](https://help.useclearline.com/inbox/overview.md): Understand personal and shared inboxes, channels, routing, and agent participation.
- [Connected email and calendar](https://help.useclearline.com/integrations/connected-email.md): Connect Google or Microsoft accounts for personal email and calendar sync.
- [CRM connectors](https://help.useclearline.com/integrations/connectors/crm.md): Bring CRM contact and opportunity data into Clearline through imports and field mapping.
- [Email domains](https://help.useclearline.com/integrations/email-domains.md): Add and verify domains for shared inboxes, outbound sending, and appointment notifications.
- [Phone numbers](https://help.useclearline.com/integrations/phone-numbers.md): Add phone numbers for SMS, voice, personal inboxes, outbound campaigns, and appointment reminders.
- [Quickstart](https://help.useclearline.com/integrations/quickstart.md): Connect email, calendar, phone, and CRM systems to Clearline.
- [Configure webhooks](https://help.useclearline.com/integrations/webhooks/configure.md): Use webhooks when your implementation needs custom event-driven automation.
- [Configure a sequence](https://help.useclearline.com/outbound/configure-sequence.md): Review sequence steps, sender setup, triggers, waits, and required fields before activation.
- [Create an outbound campaign](https://help.useclearline.com/outbound/create-campaign.md): Create a campaign goal and generate a draft sequence.
- [Outbound campaigns overview](https://help.useclearline.com/outbound/overview.md): Use AI-generated outreach sequences across email, SMS, and phone calls.
- [Recipients](https://help.useclearline.com/outbound/recipients.md): Add contacts to outbound campaigns and monitor recipient progress.
- [Roles and permissions](https://help.useclearline.com/platform/administration/roles-permissions.md): Understand workspace and inbox access in Clearline.
- [General settings](https://help.useclearline.com/platform/configuration/settings.md): Understand the account, feature, and administration settings available in Clearline.
- [User management](https://help.useclearline.com/platform/configuration/user-management.md): Add members, choose roles, and assign people to inboxes and appointment types.
- [Key concepts](https://help.useclearline.com/platform/key-concepts.md): Learn how workspaces, channels, inboxes, contacts, opportunities, appointments, and agents fit together.
- [Quickstart](https://help.useclearline.com/platform/quickstart.md): Configure the core workspace, channels, inboxes, and agent defaults before inviting the full team.
- [Agent skills](https://help.useclearline.com/settings/agent-skills.md): Create reusable behavior instructions for the AI agent.
- [Channels settings](https://help.useclearline.com/settings/channels.md): Manage workspace phone numbers and email domains.
- [Compliance settings](https://help.useclearline.com/settings/compliance.md): Configure suppression rules and global contact-frequency limits.
- [Knowledge base](https://help.useclearline.com/settings/knowledge-base.md): Add facts and guidance the agent can use when responding.
- [Settings overview](https://help.useclearline.com/settings/overview.md): A reference for every Clearline settings page and when to use it.
- [Profile settings](https://help.useclearline.com/settings/profile.md): Configure your personal profile, inbox entry point, preferences, and formatting.
- [Workspace settings](https://help.useclearline.com/settings/workspace.md): Configure workspace identity, regional defaults, business hours, and default agent behavior.
- [Appointment availability](https://help.useclearline.com/troubleshooting/appointment-availability.md): Troubleshoot missing booking slots and notification setup problems.
- [Common setup issues](https://help.useclearline.com/troubleshooting/common-setup-issues.md): Diagnose missing channels, unavailable settings, and configuration prerequisites.
- [Message delivery](https://help.useclearline.com/troubleshooting/message-delivery.md): Troubleshoot SMS, email, voice, and web chat delivery issues.
- [Customize web chat](https://help.useclearline.com/web-chat/customize.md): Configure brand color, theme, launcher position, greeting messages, and pop-up prompts.
- [Embed the widget](https://help.useclearline.com/web-chat/embed.md): Copy the chat widget snippet and install it on your website.
- [Web chat overview](https://help.useclearline.com/web-chat/overview.md): Embed a website chat widget that routes visitors into a Clearline inbox.
- [Pre-chat questions](https://help.useclearline.com/web-chat/pre-chat-questions.md): Ask visitors for structured information before starting a chat.
- [Website restrictions](https://help.useclearline.com/web-chat/website-restrictions.md): Limit where your web chat widget can load.