# Calls, SMS, and customer messaging

> Choose your calling phone, find the right call tool, and send or review customer MMS messages.

Language: en-US. Product guide: https://agencymesh.app/help/calls-and-messaging/.

Last reviewed October 1, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Choose a calling phone before dialing. Use Calls for live activity and call reports, and Text Messages for attachments and message history.

<span id="calling-device"></span>

## Choose the phone that will place your call

**Where:** [Dashboard](https://app.agencymesh.app/) > building-icon office/phone button in the top bar (**Phone / Office**).

**All Offices** does not select a phone. For an Office account, choosing only the office clears the phone selection. **How to find the right device** helps match the phone’s MAC address.

1. Use **Search offices or phones**. With an Agent account, choose an office with your assigned phone; with an Office account, choose the phone beneath the office.
2. Use a click-to-dial number in a Dashboard queue or Directory.

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## Choose the right call page

See [Call tools and reports](/help/call-tools-and-reports/) for outcomes and filters.

| Item | Guidance |
| --- | --- |
| Live calls | Dashboard > Communications > Active Calls: Report records an outcome. Calls > Active Calls: Customer opens customer lookup. |
| Submit a call report | Calls > Call Report: find the call, then View. Dates cover today through 31 days before today. |
| Read call history | Calls > Call Search: search by number or dates; View reads an existing report. |
| Call comparisons | Calls > Call Stats: Get Stats. Reports > Call Metrics: Get Metrics. |

<span id="send-message"></span>

## Send an attachment to a customer

**Where:** [Messaging](https://app.agencymesh.app/sms/messaging), or [Dashboard](https://app.agencymesh.app/) > Communications > Send MMS.

Use JPEG, PNG, or GIF up to **5 MB**, or PDF up to **600 KB**. See [Messaging](/help/sms-messaging/) for opt-in and delivery checks.

1. Enter **Phone Number** and choose **Office**. The Dashboard form uses the specific office selected in its navbar.
2. Choose one **Attachment**, then click **Send**. The prepared **Message** is read-only.

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## Resolve the common contact problems

| Item | Guidance |
| --- | --- |
| Number will not dial | Choose a phone in Phone / Office. Customer links open a lookup rather than dialing. |
| Wrong office | Change Phone / Office on [Dashboard](https://app.agencymesh.app/), or the report’s own Office / Agent filter. |
| Customer opted out | The customer must text START to the number in How to Manage Opt-in before you retry. |
| Send outcome unclear | Find the number in Text Messages > Search and check Status before sending again. |

## Related guides

- [Use the Dashboard](https://agencymesh.app/help/dashboard.md)
- [Leads, quotes, and AMS follow-up](https://agencymesh.app/help/leads-and-quotes.md)
- [Goals and reports](https://agencymesh.app/help/goals-and-reports.md)