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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.
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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.
OrderConfigureWhy it matters
1Workspace timezone and business hoursScheduling, reports, and agent availability use these defaults.
2Email domains and phone numbersInboxes, outbound senders, and appointment notifications need channels before they can send or receive.
3MembersInboxes and appointment types need team members for assignment and routing.
4InboxesConversations need a routing destination and agent mode.
5Appointment typesBooking links need advisors, availability, and notification channels.
6Compliance and contact limitsSuppression and contact-frequency rules should be active before outreach starts.

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Next steps