Start using AgencyMesh
About this guide
Last reviewed October 2, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Starting a new company? Create an account. Joining an existing team? Use the account your administrator creates for you.
Sign in
Section titled “Sign in”At Sign in, 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.
Self-serve setup creates a company and its first administrator; it does not join an existing company.
Select your office and start work
Section titled “Select your office and start work”- On Dashboard, 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.
- Choose an Action Items queue, such as Missed Calls, Leads, or To-Do Calls. Dashboard instructions explain the queues and Zone Shift.
Common tasks
Section titled “Common tasks”| Item | Guidance |
|---|---|
| Send an E-Sign | New E-Sign starts a standalone PDF request. Signing steps. |
| Ask AgencyMesh | Click the stars icon; type in Chat, select Start voice to speak, or use Writer. Assistant help. |
| 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. |
| Light or dark mode | User menu > Appearance > Light, Dark, or System. Saved-choice differences. |
Account choices
Section titled “Account choices”Agent versus Office accounts affect sessions and Dashboard work. Roles and office assignments control access.