Documentation

Pathline brings business phone, SMS, team messaging, forms, email campaigns, hosted sites, and connectors into one workspace. Pick a topic from the sidebar to get started.

• Voice: business phone lines, calling rules, voicemail, and call history.
• SMS: two-way texting on your business lines, in the same inbox as form leads.
• File uploads: File Share links for full-resolution photos and PDFs from customers.
• Storage: usage by category, Messages totals, and managing stored files.
• Team chat: direct messages between teammates on your workspace.
• Team permissions: owner, admin, and member roles with a permission chart.
• HTML forms: post any custom form to Pathline with an access key.
• Email campaigns: newsletters, channels on contacts, and send analytics.
• Automations: timed sequences (start with Email).
• Sites: publish HTML pages, media library, and custom domains.
• Connectors: WordPress and QuickBooks Online.
• Agents: AI that filters spam and sends instant SMS replies.
• Referrals & payouts: share your link, earn commissions, and get paid via Stripe.