> ## Documentation Index
> Fetch the complete documentation index at: https://help.useclearline.com/llms.txt
> Use this file to discover all available pages before exploring further.

# General settings

> Understand the account, feature, and administration settings available in Clearline.

Clearline settings are organized into account settings, feature settings, and administration settings. Use this page as a map before configuring the deeper feature pages.

<Info>
  Screenshot placeholder: add a screenshot of the settings sidebar with Account, Features, and Administration sections highlighted.
</Info>

## 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                                                                      |

<Note>
  Administration settings are shown only to workspace members with owner or admin access.
</Note>

## 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.