# Call or message a customer

> Choose your calling phone or send a customer an attachment.

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

Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Start on [Dashboard](https://app.agencymesh.app/) to call a customer or send an MMS attachment.

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## Choose a phone and call

1. Click **Phone / Office**, the building-icon button in the top bar. Use **Search offices or phones**.
2. Agent account: select an office with your assigned phone. Office account: select the phone beneath the office. **All Offices** does not choose a phone.
3. Click a phone number in a Dashboard queue or Directory to dial. For a live call report, use **Communications > Active Calls > Report**.

Use **How to find the right device** to match the phone’s MAC address. Customer links open a lookup. See [Call reports](/help/call-tools-and-reports/) for history and completed calls.

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## Send a file by text

1. Open [Messaging](https://app.agencymesh.app/sms/messaging). Enter **Phone Number** and choose **Office**.
2. Choose one **Attachment**: JPEG, PNG, or GIF up to **5 MB**, or PDF up to **600 KB**. Click **Send**.

The prepared **Message** cannot be edited. Dashboard’s **Communications > Send MMS** uses the selected office. See [Send an attachment](/help/sms-messaging/) for opt-in and delivery help.

## Related guides

- [Work your daily tasks](https://agencymesh.com/help/dashboard.md)
- [Follow up with customers](https://agencymesh.com/help/leads-and-quotes.md)
- [Track goals and results](https://agencymesh.com/help/goals-and-reports.md)