> ## 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.

# Quickstart

> Configure the core workspace, channels, inboxes, and agent defaults before inviting the full team.

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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  Screenshot placeholder: add an annotated screenshot of the Clearline settings sidebar.
</Info>

## 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.

## Setup flow

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Recommended order

| Order | Configure                             | Why it matters                                                                                          |
| ----- | ------------------------------------- | ------------------------------------------------------------------------------------------------------- |
| 1     | Workspace timezone and business hours | Scheduling, reports, and agent availability use these defaults.                                         |
| 2     | Email domains and phone numbers       | Inboxes, outbound senders, and appointment notifications need channels before they can send or receive. |
| 3     | Members                               | Inboxes and appointment types need team members for assignment and routing.                             |
| 4     | Inboxes                               | Conversations need a routing destination and agent mode.                                                |
| 5     | Appointment types                     | Booking links need advisors, availability, and notification channels.                                   |
| 6     | Compliance and contact limits         | Suppression and contact-frequency rules should be active before outreach starts.                        |

## Next steps

* Read [Key concepts](/platform/key-concepts) for the objects Clearline uses.
* Configure [Workspace settings](/settings/workspace).
* Create your first [shared inbox](/inbox/create-inbox).
* Build your first [appointment type](/appointments/appointment-types).