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Clearline settings are organized into account settings, feature settings, and administration settings. Use this page as a map before configuring the deeper feature pages.
Screenshot placeholder: add a screenshot of the settings sidebar with Account, Features, and Administration sections highlighted.

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Account settings

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Feature settings

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Administration settings

Administration settings are shown only to workspace members with owner or admin access.

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Configuration checklist

  1. Set the workspace timezone and business hours in Settings → Workspace.
  2. Add team members in Settings → Members.
  3. Add phone numbers and email domains in Settings → Channels.
  4. Create shared inboxes in Settings → Inboxes.
  5. Create appointment types in Settings → Appointment types.
  6. Configure suppression and contact limits in Settings → Compliance.
  7. Add knowledge base entries and agent skills if the AI agent should answer customer questions.