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Use this guide when you are setting up a Clearline workspace for the first time. The goal is to create the foundation that every inbox, outbound campaign, appointment type, and web chat widget depends on.
Screenshot placeholder: add an annotated screenshot of the Clearline settings sidebar.

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Before you begin

  • You need a workspace owner or admin account.
  • Decide which email domain or subdomain Clearline should use for shared inboxes and outbound sending.
  • Decide which phone numbers you need for SMS, voice, appointment reminders, and personal inboxes.
  • List the team members who should answer conversations, take appointments, or manage workspace settings.

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Setup flow

1

Configure workspace basics

Go to Settings → Workspace. Set the workspace name, workspace domain, location, timezone, date format, time format, business hours, and default agent voice settings.
2

Add shared channels

Go to Settings → Channels. Add phone numbers for SMS and voice, then add and verify email domains for Clearline-hosted email addresses.
3

Invite your team

Go to Settings → Members. Add each teammate by email and choose Member or Admin. Assign admin access only to people who should manage workspace-level configuration.
4

Create inboxes

Go to Settings → Inboxes. Create shared inboxes such as Sales, Service, Support, or Reception. Add phone numbers, email addresses, members, routing rules, and agent behavior.
5

Configure appointment types

Go to Settings → Appointment types. Create the booking links your team will use, choose advisors, define availability, add booking questions, and configure notifications.
6

Connect personal channels

Each teammate can go to Settings → Connected channels to connect Google or Microsoft email/calendar accounts and choose a personal phone number when one is available.

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Next steps