Web form

A web form in VICIdial is a button on the agent screen that opens an outside web page in a new window. The clever part is what travels with it: the current Lead fields get packed into the URL (in VICIdial), so the page that opens already knows which person the agent is talking to.

You set the target address in the campaign or Ingroup settings, using placeholders like the phone number, first name, or any Custom field you have defined. When the agent clicks Web Form, VICIdial swaps the placeholders for real values and hands the finished link to the browser. It is the simplest bridge to an external Customer Relationship Management (CRM) screen without writing any API code.

Most teams point a web form at their own CRM record for the caller, an order page, or a survey. Because everything rides in the URL, the receiving page can be as plain or as fancy as you like — it just reads the query string. There can be more than one web-form button, so you can offer the agent a couple of different external pages from the same screen.

Two cautions. Sensitive values sitting in a URL can show up in browser history and server logs, so avoid passing anything you would not want stored in plain text. And a web form only shows or feeds an outside page — it does not, on its own, write the result back into VICIdial. If you need the outcome reflected on the dialer, pair the page with a Disposition the agent still sets, or wire the outside system to call back in. Many shops mention the web form inside the Agent script so agents know when to click it.