# Find apps and choose your office

> Find pages in the left navigation and choose Dashboard office, phone, or report scope.

Language: en-US. Product guide: https://agencymesh.app/help/navigation-and-scope/.

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

Find pages in the left navigation. Select **Search navigation** (magnifying glass) and type in **Find a page...**, or press **Ctrl+K** / **⌘K** outside a text field. On a phone, select **Menu** (three horizontal lines).

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## Choose an app or page

On a computer, hover over the left icons to show names, or select an app icon to expand its pages. Select the page you need. On a phone, open **Menu**, expand the app name, and select the page.

| Item | Guidance |
| --- | --- |
| [Dashboard](https://app.agencymesh.app/) | Select the AgencyMesh logo to return to Action Items, Communications, and the leaderboard. |
| **Reports** | Call Metrics, Quote Metrics, Transaction Metrics, E-Sign Report, Quotes Report, and To-Do Report are grouped here. |
| **Ask AgencyMesh** stars icon | Use Chat for typed questions or voice, or Writer for message drafts. [Assistant help](/help/agencymesh-ai/). |
| **Notifications** bell | Open your notification panel; [View all notifications](https://app.agencymesh.app/notifications/) opens the full inbox. [Read, archive, or publish an announcement](/help/notifications/). |
| **User menu** person icon | Choose **Appearance** (**Light**, **Dark**, or **System**), open **Support Chat**, or **Sign out**. [Appearance choices](/help/appearance/). |
| Sun / moon-and-stars icon | Shows the current Light/Dark mode; select it to switch. Hidden when **System** is selected. |

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## Open the page you need

| Item | Guidance |
| --- | --- |
| [E-Signatures](https://app.agencymesh.app/esign/esign) | Send a standalone PDF signature request; [add an agent signature](/help/e-signatures/#esign-agent-signatures). |
| [Workflows](https://app.agencymesh.app/workflows/) | Multi-step customer and staff tasks, including files and signing. Separate from standalone E-Sign; open this direct link because Workflows is not listed in the navigation menu. |
| [Leads Report](https://app.agencymesh.app/ill/illSearch) · [Sync Leads](https://app.agencymesh.app/ill/sync-leads) | Find leads and record follow-up; Administrators set up recurring [Google Sheets imports](/help/leads-sync/) in Sync Leads. |
| [Quotes Report](https://app.agencymesh.app/quotes/QuotesSearch) · [To-Do Report](https://app.agencymesh.app/ams/ToDoSearch) | Quote or AMS follow-up history, under **Reports**. |
| [Active Calls](https://app.agencymesh.app/telephony/ActiveCalls) · [Call Search](https://app.agencymesh.app/telephony/CallSearch) | Current calls or call history. |
| [Messaging](https://app.agencymesh.app/sms/messaging) · [Message Search](https://app.agencymesh.app/sms/smsSearch) | Send MMS or find messages and delivery results. |
| [Two-Factor](https://app.agencymesh.app/two-factor) | Received verification messages and saved authenticator codes. |
| [Call Metrics](https://app.agencymesh.app/telephony/CallMetrics) · [Quote Metrics](https://app.agencymesh.app/quotes/QuoteMetrics) · [Transaction Metrics](https://app.agencymesh.app/transactions/icrTransactionMetrics) | Compare activity and results. |
| [Office Goals](https://app.agencymesh.app/goals/get_goals_and_projections) · [Agent Goals](https://app.agencymesh.app/goals/get_personal_goals_and_projections) | Progress against monthly targets; Managers use [Set Office Goals](https://app.agencymesh.app/goals/GoalsSearch). |
| [Transaction Search](https://app.agencymesh.app/transactions/icrTransactionSearch) · [Matching](https://app.agencymesh.app/transactions/icrTransactionMatching) | Find financial records and reconcile differences. |
| [Transaction Queue](https://app.agencymesh.app/transactions/icrQueue) · [Files](https://app.agencymesh.app/transactions/icrTransactionFiles) · [Summary](https://app.agencymesh.app/transactions/icrTransactionSummary) | Run accounting imports, upload files, or review totals. |
| [Payment Notifications](https://app.agencymesh.app/transactions/payment_notifications) · [Credential Manager](https://app.agencymesh.app/transactions/credentialManager) | Payment messages or carrier login records, according to your role. |
| [Training Hub](https://app.agencymesh.app/trainingHub/trainingHub) · [My Assignments](https://app.agencymesh.app/trainingHub/my-assignments) | Documents, Scripts, Flash Cards, Quizzes, and assigned training. |
| [Directions](https://app.agencymesh.app/officeInfo/office_directions) | Use **Dashboard > Communications > Directory > Offices** for a route to a named office, or Directions to compare nearby offices. [Directions help](/help/office-directions/). |
| [Internet](https://app.agencymesh.app/officeInfo/officeInternet) · [My IP Info](https://app.agencymesh.app/officeInfo/show_my_ip) | Office connection status or this browser’s public IP. |
| [Tickets](https://app.agencymesh.app/officeInfo/tickets) · [Cameras](https://app.agencymesh.app/cameras/camera_wall) · [Workstation Connect](https://app.agencymesh.app/it/workstation-connect) | Office issues, cameras, and remote computer access. |
| [Photo Converter](https://app.agencymesh.app/other/tools?tool=photo) · [QR Generator](https://app.agencymesh.app/other/tools?tool=qr) | Convert photos or create a QR code. |
| [Property Records](https://app.agencymesh.app/publicRecords/property_records) · [VIN Lookup](https://app.agencymesh.app/publicRecords/vin_decoder) · [Texas Ins. Licenses](https://app.agencymesh.app/publicRecords/insurance_license_lookup) | Public-record searches. |
| [Administration](https://app.agencymesh.app/administration) | Users, offices, zones, settings, sessions, health, and billing. [Compare roles and access](/help/roles-and-permissions/). |

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## Choose your office or calling phone

Use **How to find the right device** to match a phone’s device label to the MAC address on its bottom sticker.

| Item | Guidance |
| --- | --- |
| **Agent** account | Choose an office. Calling uses your assigned phone when configured. |
| **Office** account | Choose an indented phone row for click-to-dial. Choosing only the office changes Dashboard scope without selecting a calling device. |
| **All Offices** | Combined office overview when available; does not select a phone for calling. |

1. On [Dashboard](https://app.agencymesh.app/), select the building-icon button in the top bar. It shows your current office or **All Offices**; its tooltip begins **Phone / Office**. Use **Search offices or phones** to find a location or device.
2. Choose the office or phone row. **Selected:** shows the current choice.

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## Office, zone, and report scope

| Item | Guidance |
| --- | --- |
| **Phone / Office** | Sets Dashboard’s selected office or phone. Some panels use all permitted offices or zone rules; [see the Dashboard comparison](/help/dashboard/#dashboard-refresh-and-scope). |
| **Zone Shift** | Can expand an eligible queue after its selected-office work is cleared. Office accounts see the zone queue; Agent accounts share it among active agents. It does not expand Bank Deposits or Missed Calls. [Zone Shift details](/help/dashboard/#dashboard-refresh-and-scope). |
| Report **Office** / **Scope** filters | Control that report’s results. They do not change office assignments or the Dashboard phone. Agent and Office report scopes can differ from [Dashboard](https://app.agencymesh.app/) queues. |

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## Missing a page or office?

Ask an administrator to check [Administration > Users](https://app.agencymesh.app/administration?tab=users) > **Manage > Roles** for page access and **Manage > Office's** for assigned offices. [Account type and role differences](/help/roles-and-permissions/).

After access changes, use **Sign out** and sign back in.

## Related guides

- [Use the Dashboard](https://agencymesh.app/help/dashboard.md)
- [Sign in to AgencyMesh](https://agencymesh.app/help/accounts-and-sign-in.md)
- [Roles and permissions reference](https://agencymesh.app/help/roles-and-permissions.md)
- [Use Chat, voice, and Writer in AgencyMesh AI](https://agencymesh.app/help/agencymesh-ai.md)
- [Read notifications and send announcements](https://agencymesh.app/help/notifications.md)
- [Change light or dark mode](https://agencymesh.app/help/appearance.md)
- [Get office directions](https://agencymesh.app/help/office-directions.md)