Launch a new CallOrbit workspace the right way
Use this flow when a customer signs in for the first time and needs their CallOrbit portal to be ready for operations.
Open guideCallOrbit Knowledge Base
Everything here is about CallOrbit: numbers, extensions, SIP, webphone setup, IVR, routing, user roles, analytics, and billing.
Customers can read these guides before they log in, and ops teams can send one public help hub instead of maintaining scattered setup docs.
The public help library covers CallOrbit-specific setup flows for numbers, SIP, webphone, IVR, routing, users, analytics, and billing.
Each article is written so a customer admin, manager, or supervisor can move from theory into a real operational task without having to interpret generic telecom advice.
Start with the workspace or numbers articles if you are setting up a new account, then move into voice, routing, and user-role guidance as the team goes live.
Because the content is public, sales and support teams can send the same links customers will later use for self-service and onboarding reference.
Use this flow when a customer signs in for the first time and needs their CallOrbit portal to be ready for operations.
Open guideKeep number ownership clear from the moment a number is purchased through to routing and live use.
Open guideCallOrbit works best when each teammate gets one setup flow covering extension, SIP, webphone, and call permissions at the same time.
Open guideStructure queues, routing targets, and fallback paths so callers reach the right place on the first attempt.
Open guideStart from CallOrbit role defaults, then grant extra permissions only when a customer genuinely needs broader access.
Open guideCallOrbit managers should be able to monitor completed setups, extensions, SIP accounts, queue coverage, and teammate readiness in one place.
Open guideUse CallOrbit reporting and call history to review outcomes without sending teams into separate tools.
Open guideKeep the commercial side of CallOrbit tidy while protecting the workspace with the right operational controls.
Open guide