Voice & Webphone • Updated April 13, 2026
Set up extensions, SIP, and the CallOrbit webphone together
CallOrbit works best when each teammate gets one setup flow covering extension, SIP, webphone, and call permissions at the same time.
Audience: Admins and managers onboarding agents and supervisors. This guide focuses on operational setup inside the CallOrbit platform.
Set up extensions, SIP seats, and browser calling for each teammate.
- Create or confirm the teammate record and role before assigning voice settings.
- Add the extension, attach the browser SIP seat, and confirm the webphone is ready.
- Set inbound, outbound, caller ID, and direct number rules in the same setup pass.
Who this guide is for
Audience: Admins and managers onboarding agents and supervisors.
Set up extensions, SIP seats, and browser calling for each teammate.
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
CallOrbit works best when each teammate gets one setup flow covering extension, SIP, webphone, and call permissions at the same time.
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: Create or confirm the teammate record and role before assigning voice settings.
- Step 2: Add the extension, attach the browser SIP seat, and confirm the webphone is ready.
- Step 3: Set inbound, outbound, caller ID, and direct number rules in the same setup pass.
Setup checklist
- Create or confirm the teammate record and role before assigning voice settings.
- Add the extension, attach the browser SIP seat, and confirm the webphone is ready.
- Set inbound, outbound, caller ID, and direct number rules in the same setup pass.
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.