# Start using AgencyMesh

> Create a new company or sign in to your team, choose your office, and start a task.

Language: en-US. Product guide: https://agencymesh.app/help/getting-started/.

Last reviewed October 2, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Starting a new company? [Create an account](https://app.agencymesh.app/signup). Joining an existing team? Use the account your administrator creates for you.

<span id="before-you-begin"></span>

## Sign in

At [Sign in](https://app.agencymesh.app/login), enter **Username** and **Password**, complete the security check if shown, then click **Sign in**. Self-serve accounts use the signup email as Username. For an Agent account, you can use **Sign in with Google** or **Sign in with Microsoft** when shown, with the email saved on your AgencyMesh account. [Sign-in help](/help/accounts-and-sign-in/).

[Self-serve setup](/help/self-serve-onboarding/) creates a company and its first administrator; it does not join an existing company.

<span id="first-session"></span>

## Select your office and start work

1. On [Dashboard](https://app.agencymesh.app/), open the building-icon office/phone button showing your current location or **All Offices**, then select your office. An **Office** account needs a specific phone row for click-to-dial; an **Agent** account uses its assigned phone.
2. Choose an **Action Items** queue, such as **Missed Calls**, **Leads**, or **To-Do Calls**. [Dashboard instructions](/help/dashboard/) explain the queues and Zone Shift.

<span id="daily-routine"></span>

## Common tasks

| Item | Guidance |
| --- | --- |
| [Send an E-Sign](https://app.agencymesh.app/esign/esign) | **New E-Sign** starts a standalone PDF request. [Signing steps](/help/e-signatures/). |
| Ask AgencyMesh | Click the stars icon; type in **Chat**, select **Start voice** to speak, or use **Writer**. [Assistant help](/help/agencymesh-ai/). |
| Find an app | Click **Search navigation** (magnifying glass), type in **Find a page...**, and choose the result. On a phone, open **Menu** first. [App links](/help/navigation-and-scope/). |
| Light or dark mode | **User menu > Appearance > Light**, **Dark**, or **System**. [Saved-choice differences](/help/appearance/). |

<span id="next-topics"></span>

## Account choices

[Agent versus Office accounts](/help/accounts-and-sign-in/#account-types) affect sessions and Dashboard work. [Roles and office assignments](/help/roles-and-permissions/) control access.

## Related guides

- [Create your company and first account](https://agencymesh.app/help/self-serve-onboarding.md)
- [Sign in to AgencyMesh](https://agencymesh.app/help/accounts-and-sign-in.md)
- [Find apps and choose your office](https://agencymesh.app/help/navigation-and-scope.md)
- [Use the Dashboard](https://agencymesh.app/help/dashboard.md)
- [Change light or dark mode](https://agencymesh.app/help/appearance.md)
