Getting Started • Updated April 11, 2026
Track calls, recordings, and performance inside CallOrbit
Use CallOrbit reporting and call history to review outcomes without sending teams into separate tools.
Audience: Customer admins, analysts, and QA users. This guide focuses on operational setup inside the CallOrbit platform.
Launch a new CallOrbit workspace with the right customer, users, and voice basics.
- Search call logs for recordings, transcripts, and follow-up history.
- Open analytics to watch service levels, outcomes, and operational trends.
- Use QA and analyst roles when someone needs read-focused access instead of editing rights.
Who this guide is for
Audience: Customer admins, analysts, and QA users.
Launch a new CallOrbit workspace with the right customer, users, and voice basics.
Use this guide when you want the setup to be correct the first time and easy for another admin, manager, or supervisor to verify later.
What this workflow helps you accomplish
Use CallOrbit reporting and call history to review outcomes without sending teams into separate tools.
This workflow matters because numbers, routing, access, and reporting in CallOrbit are connected. Skipping one setup detail usually creates avoidable support work later.
- Step 1: Search call logs for recordings, transcripts, and follow-up history.
- Step 2: Open analytics to watch service levels, outcomes, and operational trends.
- Step 3: Use QA and analyst roles when someone needs read-focused access instead of editing rights.
Setup checklist
- Search call logs for recordings, transcripts, and follow-up history.
- Open analytics to watch service levels, outcomes, and operational trends.
- Use QA and analyst roles when someone needs read-focused access instead of editing rights.
Operational follow-up
After you complete this flow, confirm the live experience from both the agent and customer side so ownership, routing, permissions, and reporting all match what the workspace expects.
If your team is rolling this out across multiple users, queues, or phone numbers, pair this article with the broader knowledge base and the relevant routing or numbers guides to keep deployment consistent.
- 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.