CallOrbit Knowledge Base

Public CallOrbit setup guides your customers can actually use

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.

  • Getting Started
  • Numbers
  • Voice & Webphone
  • Routing & IVR
  • Users & Roles
  • Billing & Trust

What the knowledge base covers

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.

  • What is the CallOrbit Knowledge Base for? — It is the public help hub for how CallOrbit works, covering numbers, webphone setup, SIP, extensions, routing, users, roles, and billing basics.
  • Can customers read this without signing in? — Yes. The Knowledge Base now lives on a public route so customers can read setup guidance before or after they enter the portal.
  • Does the portal still have its own Knowledge Base page? — No. The signed-in portal navigation no longer carries a separate Knowledge Base page, and the old portal path now redirects to this public version.

How to use these guides

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.

Browse setup guides

Launch a new CallOrbit workspace the right way

Getting Started • Updated April 12, 2026

Use this flow when a customer signs in for the first time and needs their CallOrbit portal to be ready for operations.

Open guide

Buy numbers and assign them inside CallOrbit

Numbers • Updated April 14, 2026

Keep number ownership clear from the moment a number is purchased through to routing and live use.

Open guide

Set up extensions, SIP, and the CallOrbit webphone together

Voice & Webphone • Updated April 13, 2026

CallOrbit works best when each teammate gets one setup flow covering extension, SIP, webphone, and call permissions at the same time.

Open guide

Build inbound routing and IVR paths in CallOrbit

Routing & IVR • Updated April 15, 2026

Structure queues, routing targets, and fallback paths so callers reach the right place on the first attempt.

Open guide

Set user roles and team access in CallOrbit

Users & Roles • Updated April 9, 2026

Start from CallOrbit role defaults, then grant extra permissions only when a customer genuinely needs broader access.

Open guide

Give managers and supervisors a full operational view

Users & Roles • Updated April 8, 2026

CallOrbit managers should be able to monitor completed setups, extensions, SIP accounts, queue coverage, and teammate readiness in one place.

Open guide

Track calls, recordings, and performance inside CallOrbit

Getting Started • Updated April 11, 2026

Use CallOrbit reporting and call history to review outcomes without sending teams into separate tools.

Open guide

Handle billing, security, and customer trust in CallOrbit

Billing & Trust • Updated April 10, 2026

Keep the commercial side of CallOrbit tidy while protecting the workspace with the right operational controls.

Open guide