Call or message a customer
About this guide
Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Start on Dashboard to call a customer or send an MMS attachment.
Choose a phone and call
Section titled “Choose a phone and call”- Click Phone / Office, the building-icon button in the top bar. Use Search offices or phones.
- Agent account: select an office with your assigned phone. Office account: select the phone beneath the office. All Offices does not choose a phone.
- 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 for history and completed calls.
Send a file by text
Section titled “Send a file by text”- Open Messaging. Enter Phone Number and choose Office.
- 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 for opt-in and delivery help.