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Step-by-step guides for Mesy, the app at app.mesy.ai where your team keeps customers, deals, email and chats.
Start here
Section titled “Start here”New to Mesy? These three guides take you from signing up to knowing where everything is.
- Step 1Create your account and workspaceCreate a new Mesy workspace or join your team's from an invitation, then sign in or reset your password.
- Step 2Set up your workspace on the welcome screenGo through the welcome screen after you create a workspace, then finish the Get started checklist on your dashboard.
- Step 3Find your way around MesyOpen any page from the sidebar, search for a customer or a page, ask Mesy AI, check your notifications and use Mesy on a phone.
Browse by topic
Section titled “Browse by topic”Each topic lists its guides. Each guide covers one task.
- Getting started3 guidesCreate your account, set up your workspace and learn where things are in Mesy.
- Records and pipelines12 guidesAdd, import, link and merge customers, companies and deals, and move deals through your pipeline.
- Inbox8 guidesRead and send email, and reply to customers on WhatsApp, Messenger and Instagram.
- Chat apps6 guidesTalk to Mesy AI from Telegram, WhatsApp or Microsoft Teams, and confirm its changes there.
- Calendar and tasks3 guidesConnect your calendar, see when you and your team are free, and track your tasks.
- Mesy AI and approvals5 guidesAsk Mesy AI for help, then confirm or undo the changes it prepares.
- Workflows2 guidesSet up rules that do routine work for you, and fix one that has paused.
- Files1 guideUpload files, link them to records and see who can open each one.
- Reports and dashboards2 guidesBuild reports and choose what your dashboard shows.
- Marketing4 guidesFollow your campaigns, send campaign emails and collect new leads.
- Admin and team7 guidesInvite your team, choose what each person can do, and set up your lists, fields and Mesy AI.
- Account and security3 guidesChange your profile and notifications, and turn on two-factor sign-in or passkeys.
- Troubleshooting and FAQ1 guideAnswers for when something stops working or Mesy shows a warning.
If your app looks different
Section titled “If your app looks different”Your business chooses the names of its lists. So where this guide says Contacts or Deals, your sidebar might say Clients or Jobs.
Some parts only appear for some businesses:
- Marketing shows in the sidebar only when your business is set up to track campaigns.
- Messenger and Instagram show under Inbox only when your business has the Social channels add-on. An add-on is an extra part of Mesy. To get one, contact Mesy and we’ll turn it on. See Add-ons.
- On Mesy AI (the Chat item in the sidebar), you may see Telegram, WhatsApp and Teams tabs. Each shows only when that chat app is set up for your workspace.
Admins see Admin near the bottom of the sidebar. Managers see Manager in the same place, with fewer tabs. Members see neither.
If you still can’t find something, ask your admin.
How to read these pages
Section titled “How to read these pages”We check every page against the live app. The line “Checked against the app on” under each page’s title shows when we last checked it.
Buttons, tabs and menu items are in bold. Messages the app shows are in quotation marks. When only admins can use a feature, or it needs an add-on, the page says so at the top.
If a page and the app disagree, trust the app. Tell us at support@mesy.ai and we’ll fix the page.