The VGIS Web platform is a browser extension that lets you manage contacts, related activities, and reporting for your productivity tools. If enabled, Click to Connect lets you place a call or send an SMS message on the websites you visit. Some of our customers also use VGIS Web as a CRM without productivity tools.
Supported productivity tools include Salesforce, Google, MS Office, Bullhorn, and Sugar.
VGIS Administrators: To manage your users and integration settings account-wide, refer to the VGIS Config Portal. To add new productivity tools, see VGIS Setup.
Download Browser Extension and Sign In
To use VGIS Web, you must download the browser extension and then sign in.
Download Browser Extension
IMPORTANT: You must enable desktop notifications to see screen pops on calls. To do this, click OK when asked to Let extenstions.gunify.vonage.com show notifications. You MUST keep the Vonage Panel open to get screen pop notifications.
Sign In to VGIS
To sign into the VGIS platform, you must use your Vonage Business credentials or an Activation Code.
| If... | Then... |
| Business Credentials | If you have Vonage Business credentials, such as those for the VBC Desktop App / Mobile App, or the Vonage Enterprise Portal, you sign in with these credentials.
- Click the V icon (next to your browser address bar) to open the VGIS Panel.
- Click SIGN IN.
- Enter your Vonage Username and Password (used for Mobile app or Desktop app, as applicable).
- Click SIGN IN.
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| Activation Code | If you do not have Vonage Business credentials, you must use the Activation Code included in the email you received in the Welcome email you received for the Vonage Integration Suite.
- Click the V icon (next to your browser address bar) to open the VGIS Panel.
- Go to Setup with code and click on SETUP.
- Enter the Activation Code from your email and click SUBMIT.
- Go to your CRM (such as Salesforce) and click SIGN IN.
- Enter your credentials for your CRM, then follow the prompts to allow access to the integration.
NOTE: Contact your Administrator if you cannot locate your Activation Code. |
Navigate and Use the VGIS Panel
To open, click the V icon in the upper right corner of your browser next to the address bar.
| Icon | Use |
| Contact History |
- Filter by missed, dialed, received, or rejected contacts.
- Click on a record to access the Contact Activity window.
- Hover over an entry, then click the Dial Pad icon to call that number.
- Click on the Voicemail icon to listen to messages.
- Click the SMS icon to open messages in the Vonage Desktop App.
- Click on the Person icon to see Contact History.
- Click on the Playback icon to listen to On Demand Call Recordings, if enabled your account. This is available to Vonage Business Communications only.
- Click on the Star next to a call to log as a Fast Dial.
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| Fast Dial |
- Lists your favorite contacts. The digit (upper right) indicates the number of favorites.
- Includes "starred" contacts from Contact History.
- Click +Add New to enter a new favorite manually.
- Click Pencil icon next to an entry to edit details or delete the contact.
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| Integrations |
- Shows your integrations and if signed in, a checkmark is present.
- Lists features that you can enable and disable for your integrations. Click the ? (question mark) to obtain more information about that feature.
If a Gear icon is present, apply options as described under Settings (Global Settings).
| Click to Connect | Places a Phone and SMS icon next to phone numbers on supported web pages. Click the Gear icon to set the following:
- Auto confirm Click to Dial (default device)
- Click to Connect Prompt
- Phone Number Detection Settings
NOTE: Salesforce Lightning users must force detection of suppressed phone numbers.
See Settings (Global Settings) for instructions. | | SMS Messaging | Turns on click to send an SMS message. The SMS icon appears next the Phone icon on pages where you can Click to Connect.
Your Admin must set your permissions before you can enable this feature. | | Call Recordings | Turn on to listen to recordings (where permitted) with available audio controls in the VGIS Panel or Activity Window. | | Voicemail | Turn on to listen to messages (where permitted) with available audio controls in the VGIS Panel or Activity Window. | | Web Launcher | Add unique URLs that will launch a website and search based on the settings you apply. You must be signed in to the website that you want to launch.
Click the Gear icon to set up your web launcher sites. See Settings (Global Settings) for instructions. | | Speech Recognition | Use voice to deliver Notes in Contact Activity, where supported. | | Call History | Shows all inbound and outbound Call/SMS events received on your Vonage phone number. | | Fast Dial | Enables quick access to phone numbers marked as favorites. | | Call Notes | Add notes to voice calls in the Contact Activity window. To access, click on the call event item in the Contact History. |
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| Announcements | Shows details about the latest VGIS releases. |
| Feedback | Rate your experience and provide comments on your use of VGIS. |
| Person (Avatar) |
| Config Portal | Your allowed actions within the Config Portal depend on your role.
Customer Admins
You have access to manage your users and integrations, which includes account-wide settings, rules for pop-ups, reports, and more. You can also create custom layouts and make custom resources available to your users. See Config Portal for details
End Users
You can view your profile and personal reports for call summary and call details. If allowed by your Administrator, you can also access Configuration Tools, where you can manage features, set rules for the pop-ups, add personal conferences, and manage push notifications. See Manage Settings / Reports for details.
| | Reports | Lets you view the total number of calls you placed and received. | | Account | View your account information. | | Settings | Manage settings for your account and window appearances.
Global Settings
| Disable Desktop Notifications | Blocks pop-up notifications when a call or SMS message is received. | | Auto Confirm Click to Dial (default device) | Automatically answers the incoming call that triggers the outbound call for Click to Connect.
If disabled, you must first answer the inbound call before the system places the outbound call. | | Auto Pop Manager | Lets you set up rules that specify how automatic pop-ups are handled when an Inbound, Outbound or Internal event (Call, SMS, or Voicemail) is received.
- Select the Event, State, and Pop-Up type.
- Click Save.
To test your auto pop rules:
- Click Test (upper right).
- Select the Type, State, Direction, and Phone Number.
- Click Generate.
A test Call, SMS, or Voicemail is returned.
| | Synchronize Contacts | Click to manually sync the contacts/entities between your business application and VGIS.
NOTE: JobDiva does not support Contact Sync. | | Web Launcher Sites |
Lets you add unique URLs that will launch a website and search based on the settings you apply. You must be signed in to the website that you want to launch.
Click the Gear icon to set up your web launcher sites.
Set Up Web Launcher
- Click Web Launcher Sites and then click ADD.
- Enter a name for your query.
- Specify the URL for the website and include a tag: Name, Direction, Phone Number, Service Provider, Call Status. The tag is added next to the URL in braces.
- Click Validate to confirm the string you entered is valid.
- Select when you want to open the website.
- Mark to add a Links icon (lower left) in the Contact Activity window, so you can access this feature directly from that window.
- Click SAVE.
Sample Web Launcher Queries
- Open Salesforce and search by incoming call:
https://cs51.salesforce.com/search/SearchResults?searchType=2&str={{phoneNumber}} - Open LinkedIn and search by contact name:
https://www.linkedin.com/search/results/all/?keywords={{name}} - Open Facebook and search by contact name:
https://www.facebook.com/search/top/?q={{name}}&epa=SEARCH_BOX
| | Click to Connect Prompt | Unmark this option to disable the confirmation pop up that appears. This is enabled (marked) by default. | | Phone Number Detection Settings |
- Restrict display of Click to Connect -- Click to Connect can interfere with some web pages. To restrict these pages from displaying Click to Connect, click Add (upper right)
- Force detection on web pages where it is suppressed -- If enabled, web pages that automatically suppress Click to Connect will display this feature.
NOTE: Salesforce Lightning users must enable this option. - Include Possible Numbers -- Allow Click to Connect to appear next to numbers that may be phone numbers.
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Window Appearance
| Panel | Specify a size for the VGIS Panel. | | Activity | Specify a size for the Contact Activity window. | | Auto close activity window on save (delay) | Indicates how to treat the Contact Activity window once actions are complete for a contact. | | Auto close abandoned activity windows on Panel close (delay) | Indicates how to treat open Contact Activity windows when the VGIS Panel is closed. |
| | About | Opens the Vonage website. | | Logout | Sign out of VGIS |
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| Dial Pad | The Dial Pad icon is available on each window of the VGIS Panel.
| Place Call | Lets you initiate a call to a contact. Once initiated, your Vonage Desktop softphone and any connected devices ring and the VGIS screen pop appears. Once the call is accepted, the call rings the destination number. | | Send SMS | Search for the phone number for contact, then click on SMS icon (next to Phone icon). |
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Manage Calls, SMS, and Contacts (Contact Activity)
All calls/SMS messages you place or receive open a Contact Activity window that lets you manage your contacts:
Salesforce Lightning Users Only: To use Click to Connect, you must also force the detection of suppressed phone numbers.
Make and Receive Calls/SMS
Place Call /
Send SMS | You can place a call or SMS as follows:
Click to Connect
| Call | Click the Phone icon to place the call. The call is sent and rings your Vonage phones. | | SMS | Click the SMS icon, enter a message, then click the Arrow to send. |
VGIS Panel
| Contact History |
- Open the VGIS Panel.
- Click Contact History icon.
- Hover over an entry, then click on the Dial Pad icon.
| Place Call | Click the Phone icon to place a call to that contact. | | Place SMS | Click the SMS icon (next to Phone icon), enter a message, then click the Arrow to send. |
| | Contact Activity | Click on Phone icon or SMS icon (right). | | Dial Pad | The Dial Pad is available on all windows of the VGIS Panel.
- Open the VGIS Panel.
- Click on Dial Pad (lower right) of every screen.
| Place Call | Search for or enter the phone number for contact, then click on Phone icon | | Place SMS |
- Search for or enter the phone number for contact.
- Click on the SMS icon, enter a message, then click the Arrow to send.
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| Receive Call / SMS |
- Answer incoming calls on your Vonage desk phone and apps. The Contact Activity window is opened.
- Review SMS messages in Contact History or Contact Activity.
If you click the SMS icon in the Contact Activity or Contact History window, the SMS page is opened in Vonage Desktop App.
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Manage Contacts
| Add / Edit Contacts | Add or edit contact information.
Contact Activity Window
Save your contacts to the Contact Activity window to ensure they are available in the CRM.
- Click on the + icon to the right of the contact field name.
- Enter or update First Name, Last Name, and Type.
- Click CREATE or UPDATE CONTACT as applicable.
VGIS Panel
| Fast Dial |
- Open the VGIS Panel.
- Click Star icon (top) to access Fast Dial.
- Click on + Add New (top).
- Enter or update Label (Name), Phone Number, and Type.
- Click Save.
| | Contact History |
- Open the VGIS Panel.
- Click Contact History.
- Navigate to the phone number to add and click Star icon (on right). A popup box is displayed.
- Enter or update Label (Name), Phone Number, and Type.
- Click Save.
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| Create / Update Notes | Add or edit notes.
Contact Activity Window
- Click CREATE NEW NOTE (bottom right) to add a new one.
- Click on the Pencil icon in a note to edit the existing note.
- Double-click on the Note icon to view or update existing notes. The number indicates how many notes there are for that contact.
VGIS Panel
If you create a note in the VGIS Panel, it is not pushed to your CRM. Create notes in the VGIS Panel only if you are not using a CRM.
- Open the VGIS Panel.
- Click Contact History icon.
- Click on a call record.
- Enter or update Subject and Description.
- Click CREATE or UPDATE NOTE as applicable.
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Open Related Websites
(Web Launcher) | Click on the Link icon (lower left) to display and search associated websites, if Web Launcher is enabled and set up for the integration. |
| Manage Activities | Click on the Home icon to open a screen to manage the contact:
- Create Contact shortcuts upon receiving an incoming call.
- Set up the activity types that open automatically.
- Display Activities (such as a Lead, Task, or Case) as tabs next to the Home icon.
- Drag and drop a contact to an available resource type to automatically log the necessary contact detail fields for that activity.
- Click on a custom layout (bottom) to apply. The layout defaults to the last selected, even if it is not saved.
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Manage Settings / Add Personal Conferences / View Reports
End Users can view their profile details, manage some activities, which include personal conferences, and view reports in the Config Portal if their Administrators allow it.
- Click the V icon next to your address bar to open the VGIS Panel.
- Click the blue Person (Avatar) icon and then click the Config Portal icon:
| View / Edit Profile |
- Click Account Management > My Account.
- Review and edit profile information as needed.
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| Manage Activities |
- Click Account Management > My Account.
- Go to Configuration Tools (left) to access features, apply rules for the pop-ups, manage push notifications, and add personal conferences.
Your Administrator controls your access to these activities.
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| Add Personal Conferences | You can add conference tools such as Vonage Meetings, where more than one tool is allowed. Your meeting details are required to set up.
- Click Account Management > My Account.
- Go to Configuration Tools (left) and click Personal Conferences.
- Click + ADD NEW.
- Add your personal bridge information.
| Field | Action | | Name | Enter the name of the Conference Service (Vonage Meetings, Chime, and so forth). | | ADD PHONE NUMBER / PIN | Enter the phone number followed by the PIN/Meeting ID needed to join the conference. | | ADD VIDEO LINK | Enter the URL link to your conference bridge. | | ADD SIP URI | Enter the VH ID of the SIP URI. Some conference systems have a SIP URL or IP address that is used to join, such as some Polycom conference systems. | | ADD LINK | If your conference solution has a link for instructions to join, enter that information here. |
- Click Save.
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| View Reports | Event Summary displays account activity for the duration you specify. Event Details drills down to additional information on events captured.
Event Summary
- Click Reports then Events Summary.
- Use search criteria to customize your results:
| Direction | Select the activity you want to capture:
| | Interval | Select the frequency you want to use:
| | Auto Fresh | Select how often you want the data refreshed:
- Off
- 5 minutes
- 10 minutes
- 30 minutes
- Hourly
| | From | Date | Click the Calendar icon to select a start date for your capture. | | Time | Click the Clock icon to select the hour/minutes to begin the capture. | | To | Date | Click the Calendar icon to select a stop date for your capture. | | Time | Click the Clock icon to select the hour/minutes to end the capture. |
- Choose to review details by User or Intervals. You can switch between these options as needed.
Event Details
- Click Reports then Events Details.
- Use search criteria to customize your results:
| Direction | Select what activity to capture:
| | Types | Select the kind you want to collect, where you can mark one or more options:
| | Disposition | Select the results you want to collect:
- Answered
- Cancelled
- Delivered
- Missed
- Rejected
| | Auto Fresh | Select how often you want the data refreshed:
- Off
- 5 minutes
- 10 minutes
- 30 minutes
- Hourly
| | From | Date | Click the Calendar icon to select a start the capture. | | Time | Click the Clock icon to select the hour/minutes to begin the capture. | | To | Date | Click the Calendar icon to select when to stop the capture. | | Time | Click the Clock icon to select the hour/minutes to end the capture. | | Route | Choose Internal, External, or both. |
- Choose to review details by User or Intervals. You can switch between these options as needed.
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Troubleshoot Issues
| Issue | Action |
| Sign In |
- Ensure you entered the correct credentials.
- Contact your Administrator to confirm you are licensed and set up correctly if unsuccessful.
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| Click to Connect not working |
- Ensure Click to Connect is enabled:
- Click the V icon in the upper right corner of your browser next to the address bar.
- Click the Feature icon and ensure Click to Connect is toggled on.
- Sign out and sign back into VGIS with your Vonage Business Credentials.
- Clear Browser Cache and Cookies, then refresh the web page.
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Calls do not appear in VGIS Panel
under Call History | Sign out and sign in to VGIS with Vonage Business Credentials. |
Unable to search contacts and your
account has approximately one million or more CRM contacts | Contact your VGIS Administrator. |
