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.
Account settings
| Page | What you configure |
|---|
| Profile | Your display name, email, personal inbox entry point, default home view, theme, and personal date/time formatting |
| Notifications | In-app and email notification channels, plus event-specific email notification toggles |
| Connected channels | Google or Microsoft email/calendar connections and your personal Clearline phone number |
| Security & access | Active sessions across devices |
Feature settings
| Page | What you configure |
|---|
| Data model | Custom fields used by contacts, opportunities, tasks, schedules, booking questions, and widget questions |
| Opportunity stages | Pipeline stages and closed-stage grouping |
| Appointment types | Bookable services, advisors, availability, booking questions, notifications, and scheduling policy |
| Inboxes | Shared inboxes, channels, members, routing, agent mode, and web chat |
| Channels | Workspace phone numbers and email domains |
| Compliance | Suppression list and global contact-frequency limits |
| Knowledge base | Facts the agent can use while responding |
| Agent skills | Reusable behavior instructions for the agent |
| Import history | CSV import status and results |
Administration settings
| Page | What you configure |
|---|
| Workspace | Workspace name, ID, domain, location, timezone, date/time formats, business hours, and agent defaults |
| Members | Team members and workspace roles |
Administration settings are shown only to workspace members with owner or admin access.
Configuration checklist
- Set the workspace timezone and business hours in Settings → Workspace.
- Add team members in Settings → Members.
- Add phone numbers and email domains in Settings → Channels.
- Create shared inboxes in Settings → Inboxes.
- Create appointment types in Settings → Appointment types.
- Configure suppression and contact limits in Settings → Compliance.
- Add knowledge base entries and agent skills if the AI agent should answer customer questions.
