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.
Just getting started?
Start with Getting Started, then Activating Your License. If you have a question, the FAQ answers the most common ones up front.
Setup & Licensing
Install Vrge, activate your license, and get to first value.
AI Configuration
Pick an AI provider, set budgets, and optionally let Vrge run inference for you.
Sources & Observer
Connect your email, calendar, files, and bank — the observer proposes entries for review.
Connecting Sources
Gmail, Outlook, Google Calendar, CalDAV, IMAP, filesystem, and CSV bank imports.
ReadConnecting 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.
ReadConnecting E-Signatures
Sync signed contracts from DocuSign, Dropbox Sign, or PandaDoc — the cleanest signal in Vrge. A signed contract becomes a client record, an active project, and a draft invoice, all at once.
ReadThe Proposal Inbox
Review every AI-proposed client, project, task, and invoice — with provenance, confidence, and 24-hour undo.
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Team & Client Sharing
Run Vrge as a team and share portal links with your clients.
Team Mode
Self-hosted Node/Express server, invite flow, roles, and realtime sync via WebSockets.
ReadSelf-Hosting the Team Server
Deploy the Vrge collaboration server with Docker — env vars, persistence, license activation, and security recommendations.
ReadClient Portals (Sharing with Your Clients)
Send a tokenized link to a client so they can see their projects, deliverables, and invoices.
ReadWhite-Label Portal
Optional one-time addon that replaces Vrge branding on portal pages with your own.
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Your Data
Back it up, export it, and control how updates arrive.
Reference
Quick answers and deep reference material.
FAQ
The questions buyers and new users ask most often — refunds, data safety, AI training, Managed AI tier sizing.
ReadAdd-Ons
How one-time add-ons work, and the catalog of what is available today.
ReadKeyboard Shortcuts
Every shortcut in Vrge, grouped by context.
ReadTroubleshooting
Quick fixes for the most common problems — sources, AI errors, activation, and sync.
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