Getting Started • 8 min read

Setting Up Your Workspace

Configure your CallOrbit workspace for optimal performance. Learn about workspace settings, team management, and initial configuration best practices.

Read this CallOrbit guide for practical detail on getting started workflows, configuration steps, and implementation best practices.

  • Category: Getting Started
  • Section: Getting Started
  • Estimated reading time: 8 min read
Full documentation Getting started CallOrbit home

Your workspace is where you'll manage your team, phone numbers, and call flows. This guide helps you configure your workspace for optimal performance.

In this article

  1. Workspace settings
  2. Team management
  3. Call routing basics
  4. Next steps

Workspace Settings

To access your workspace settings:

  1. Click your profile picture in the top right
  2. Select "Workspace Settings"

Here you can configure:

  • Workspace name and description
  • Time zone and business hours
  • Default language
  • Billing information

Team Management

Add team members to your workspace:

  1. Go to "Team" in the left sidebar
  2. Click "Add Team Member"
  3. Enter their email address
  4. Assign a role (Admin, Member, or Viewer)
  5. Click "Send Invite"

Call Routing Basics

Set up how incoming calls are handled:

  • Ring groups: Ring multiple team members simultaneously
  • Queues: Place calls in a queue for the next available agent
  • IVR: Create an interactive voice response menu
  • Voicemail: Set up voicemail for your team

Next Steps