Getting started
About this guide
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.
Get your account
Section titled “Get your account”- Joining a team? Ask your administrator for an account. Then sign in with your Username and Password.
- Starting a company? Follow Onboarding. Sign up creates a separate company and its first administrator.
Start your day
Section titled “Start your day”- Open Dashboard. 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.
- Under Action Items, choose Missed Calls, Quotes, To-Do Calls, or Leads. Follow the Dashboard steps to contact the customer and save the result.
Find another task
Section titled “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 > New E-Sign. Signing steps.
- Ask a question: click the Ask AgencyMesh stars icon. Chat and voice steps.