๐Ÿ–ฅ๏ธ INCLUDED WITH EVERY PLAN

Your entire answering service โ€” in one powerful dashboard.

Every VEG client gets instant access to our Client Portal. Monitor calls, read messages, listen to recordings, manage contacts, and track performance โ€” all in real time, from any device.

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Real-Time Dashboard

See call volume, messages, and agent activity the instant it happens.

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Works Everywhere

Desktop, tablet, or phone โ€” your portal adapts to any screen.

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Secure Access

Two-factor authentication and encrypted connections keep your data safe.

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Zero Setup

Log in immediately. No software to install, no training required.

Feature Tour
Everything You Need, One Screen Away

Walk through each section of your Client Portal and see how it helps you stay in control of every call.

Dashboard

Your command center at a glance

The moment you log in, you see today's numbers โ€” total calls, messages waiting, average call time, and how your service is performing. No digging through menus.

  • Live call count and message counter
  • Priority breakdown (urgent / normal / low)
  • Weekly call volume chart
  • Recent activity feed with timestamps
47
Today's Calls
12
Messages Pending
2:34
Avg Call Time
CALL VOLUME โ€” THIS WEEK
MonTueWedThuFriSatSun
Messages

Every caller message, organized and searchable

When our agents take a message for you, it shows up here instantly โ€” color-coded by priority. Search by caller name, date, or keyword. Tap a phone number to call back directly.

  • Urgent / High / Normal priority flags
  • Caller name, number, company, and agent who took the call
  • Full message body with timestamps
  • One-tap call-back from mobile
  • Email delivery option โ€” get messages in your inbox too
CallerSubjectPriorityTime
JS
John Smith
(876) 555-0142
Water leak in unit 4B โ€” urgent
Urgent
10:24 AM
MR
Maria Reyes
(876) 555-0198
Rent payment question for March
Normal
9:48 AM
DW
David Walker
(876) 555-0167
Gate access code not working
High
9:12 AM
TJ
Tanya James
(876) 555-0134
Requesting callback from manager
Normal
8:55 AM
Call Logs

Complete history of every call we handle

See who called, when, how long the call lasted, and whether a message was taken. Play back recordings right from the browser โ€” no downloads needed.

  • Inbound/outbound call direction icons
  • Call duration and timestamps
  • Inline audio playback for recordings
  • Filter by date range, caller, or agent
  • Export to CSV for your records
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John Smith
(876) 555-0142
Feb 12, 10:24 AM
4:12
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Maria Reyes
(876) 555-0198
Feb 12, 9:48 AM
2:45
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David Walker
(876) 555-0167
Feb 12, 9:12 AM
3:30
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Tanya James
(876) 555-0134
Feb 12, 8:55 AM
1:58
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Kevin Brown
(876) 555-0189
Feb 11, 4:30 PM
5:04
Contacts

Your caller directory, built automatically

Every person who calls your business is saved as a contact. We track their history so our agents always know who's calling โ€” and so do you. Add VIP tags, notes, and custom categories.

  • Auto-created from incoming calls
  • Full call and message history per contact
  • Custom tags: VIP, Tenant, Vendor, etc.
  • Search and filter by name, number, or tag
  • Add private notes visible only to your team
JS
John Smith
(876) 555-0142 ยท 14 calls
VIPTenant
MR
Maria Reyes
(876) 555-0198 ยท 8 calls
Tenant
DW
David Walker
(876) 555-0167 ยท 5 calls
Vendor
TJ
Tanya James
(876) 555-0134 ยท 3 calls
TenantAfter-hours
Reports & Analytics

Data that helps you make better decisions

Weekly and monthly reports are generated automatically. See trends in call volume, peak calling hours, message urgency distribution, and response times โ€” then export or email them to your team.

  • Call volume trends by day, week, or month
  • Peak hour heat map โ€” know your busiest times
  • Priority distribution breakdown
  • CSV export for all data
  • Automated weekly email reports
312
Monthly Calls
89
Messages Taken
97%
Answer Rate
MONTHLY TREND โ€” LAST 6 MONTHS
SepOctNovDecJanFeb
Help Center
How To Use Your Client Portal

Click any topic below for step-by-step instructions. Your portal is designed to be simple โ€” most clients are up and running in under 2 minutes.

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Logging In For The First Time

How to access your portal and set up your account.

1
Check your email โ€” we send login credentials when your account is activated.
2
Go to Client Login โ€” click "Client Login" on our website or visit the login URL in your email.
3
Enter your credentials โ€” use the email and password provided. You'll be asked to set a new password on first login.
4
Verify your identity โ€” if 2FA is enabled, you'll receive a 6-digit code via email. Enter it to proceed.
5
You're in! โ€” your dashboard loads automatically showing today's activity.
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Viewing & Managing Messages

Read, search, and respond to messages from your callers.

1
Click "Messages" in the sidebar to see all messages taken by our agents.
2
Filter by priority โ€” use the tabs at the top to show Urgent, High, or All messages.
3
Click a message to expand the full details: caller info, time, agent, and the full message body.
4
Call back instantly โ€” tap the phone number to dial directly from your mobile device.
5
Email delivery โ€” messages are also sent to your email so you never miss one, even when you're offline.
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Listening To Call Recordings

Play back any recorded call directly in your browser.

1
Go to "Call Logs" in the sidebar to see every call we've handled.
2
Find the call โ€” use the date picker and search to narrow results.
3
Click the play button โ€” the recording plays inline. No downloads or plugins needed.
4
Read the AI transcript โ€” if enabled, a text summary of the call is shown alongside the recording.
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Managing Your Contacts

View, tag, and add notes to your caller directory.

1
Click "Contacts" in the sidebar. Your contact list is auto-populated from callers.
2
Search or filter โ€” type a name, number, or tag to find anyone instantly.
3
Click a contact to see their full history: every call, message, and note associated with them.
4
Add tags โ€” label contacts as VIP, Tenant, Vendor, etc. Tags help agents prioritize calls.
5
Add notes โ€” leave internal notes that only your team can see. Useful for special instructions.
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Running Reports

Generate and export call data and analytics.

1
Go to "Reports" in the sidebar for charts and summaries.
2
Select a date range โ€” weekly, monthly, or custom.
3
View visual charts โ€” call volume trends, peak hours, and priority breakdown are shown automatically.
4
Export to CSV โ€” click the export button to download raw data for accounting or compliance.
5
Automatic email reports โ€” we can send weekly summaries to your inbox. Ask your account manager to enable this.
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Account Settings & Users

Add team members, update preferences, and manage your account.

1
Click your name in the top-right corner to access Settings.
2
Invite team members โ€” add other users from your company so they can view calls and messages too.
3
Update preferences โ€” set your notification preferences, timezone, and email delivery options.
4
Change password โ€” update your password anytime from the security section.
Real-World Use Cases
How Businesses Use The Portal Every Day

From property managers to medical offices, here's how our clients use the portal to save time and stay informed.

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Property Manager

"I check the portal every morning. I can see which tenants called overnight, listen to the recordings, and prioritize the urgent maintenance requests before I even get to the office."

Result: 90% fewer missed maintenance calls
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Law Office

"New client intake calls come in as messages with all the details. I review them in the portal, tag the ones I want to follow up on, and have my assistant call back โ€” all before lunch."

Result: 3x faster client intake
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HVAC / Plumbing

"When an emergency call comes in at 2 AM, I get the message on my phone immediately. I can listen to the recording and dispatch a tech without leaving bed."

Result: Under 10-min emergency response
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Medical Practice

"We use the call logs and recordings for compliance documentation. The export feature makes it simple to pull records for any patient interaction handled after hours."

Result: Full compliance audit trail
Why VEG?
What's Included vs. Other Services

Most answering services charge extra for portal access or don't offer one at all. We include everything.

FeatureVEGOthers
24/7 Live Answeringโœ“โœ“
Client Portal (Real-Time Dashboard)โœ“โœ•
Message Email Deliveryโœ“โœ“
Contact Management & Tagsโœ“โœ•
AI Call Transcriptsโœ“โœ•
Automated Reports & Analyticsโœ“โœ•
CSV Data Exportโœ“โœ•
Mobile-Responsive Portalโœ“โœ•
No Extra Software Feesโœ“โœ•

See It Live In A Free Demo

Book a 15-minute walkthrough. We'll show you the portal with your business name, your callers, and your workflow โ€” so you see exactly what it looks like in action.