# Getting started

> Sign in, choose your office, and finish your first task.

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

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

New to AgencyMesh? Start with your account, choose an office, then pick a task.

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## Get your account

- **Joining a team?** Ask your administrator for an account. Then [sign in](https://app.agencymesh.app/login) with your **Username** and **Password**.
- **Starting a company?** Follow [Onboarding](/help/self-serve-onboarding/). Sign up creates a separate company and its first administrator.

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## Start your day

1. Open [Dashboard](https://app.agencymesh.app/). Click the building icon in the top bar and choose your office. With an **Office** account, choose a phone below the office to make calls. **Agent** accounts use their assigned phone.
2. Under **Action Items**, choose **Missed Calls**, **Quotes**, **To-Do Calls**, or **Leads**. Follow the [Dashboard steps](/help/dashboard/) to contact the customer and save the result.

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## Find another task

- **Find a page:** click **Search navigation** (magnifying glass) in the left menu and type its name. On a phone, open **Menu** first.
- **Get a PDF signed:** open [E-Signatures](https://app.agencymesh.app/esign/esign) > **New E-Sign**. [Signing steps](/help/e-signatures/).
- **Ask a question:** click the **Ask AgencyMesh** stars icon. [Chat and voice steps](/help/agencymesh-ai/).

## Related guides

- [Onboarding: set up your company](https://agencymesh.com/help/self-serve-onboarding.md)
- [Sign in and sign out](https://agencymesh.com/help/accounts-and-sign-in.md)
- [Find a page and choose your office](https://agencymesh.com/help/navigation-and-scope.md)
- [Work your daily tasks](https://agencymesh.com/help/dashboard.md)
- [Change your colors and display mode](https://agencymesh.com/help/appearance.md)
