Vrge Guide
Everything you need to run Vrge: setup, AI configuration, connecting sources, the proposal inbox, team mode, client portals, and troubleshooting. Browse by category below or use the sidebar to jump directly to a topic.
Setup & Licensing
Install Vrge, activate your license, and get to first value.
- Getting StartedInstall the desktop app or join an existing team from your browser: 5 minutes either way.
- Activating Your LicenseSolo and team license activation, including how employees join a team by invite.
- Your Business DetailsYour name, logo and contact email: what your clients see on every invoice. Free on every licence.
AI Configuration
Pick an AI provider, set budgets, and optionally let Vrge run inference for you.
Sources & Scanning
Connect your email, calendar, files, and bank. Vrge proposes entries for review.
- Connecting SourcesGmail, Outlook, IMAP, filesystem, and CSV bank imports.
- Connecting CalendarsGoogle Calendar and Outlook by sign-in; iCloud, Fastmail and Nextcloud over CalDAV; any calendar by .ics or webcal link.
- Connecting Contacts (Your Address Book)Sync your Google, Apple, or Outlook contacts, or drop in a .vcf file, so Vrge stops proposing people you already know as new clients.
- The Proposal InboxReview every AI-proposed client, project, task, and invoice, with provenance, confidence, and 24-hour undo.
- Open LoopsEvery client thread waiting on a reply and every overdue invoice, on one page. Loops close themselves when you act.
Team & Client Sharing
Run Vrge as a team and share portal links with your clients.
- Team ModeRun it on your own server: invite flow, roles, and everyone seeing changes the moment they happen.
- Self-Hosting the Team ServerDeploy the Vrge collaboration server with Docker: env vars, persistence, license activation, and security recommendations.
- Client Portals (Sharing with Your Clients)Send a tokenized link to a client so they can see their projects, deliverables, and invoices.
- White-Label PortalOptional one-time addon: your brand on client portal pages, and no Vrge mark in the footer.
Your Data
Back it up, export it, and control how updates arrive.
Reference
Quick answers and deep reference material.
- FAQThe questions buyers and new users ask most often: refunds, data safety, AI training, Managed AI tier sizing.
- Add-OnsHow one-time add-ons work, and the catalog of what is available today.
- Keyboard ShortcutsEvery shortcut in Vrge, grouped by context.
- TroubleshootingQuick fixes for the most common problems: sources, AI errors, activation, and sync.