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Getting started
Create your account and workspace
Set up your workspace on the welcome screen
Find your way around Mesy
Records and pipelines
Add and edit records
Work a pipeline on the kanban board
Filter, sort, save views and export
Link records to each other
Import records
Work a record
Keep notes and choose who sees them
Find and merge duplicate records
Products and line items
Lay records out in a Space
See which units are free
Group people into a household
Inbox
Connect Gmail or Outlook and read your mail
Write and send email
Add an email to the CRM
Use the AI panel in your Inbox
Read and reply to WhatsApp messages
Read and reply to Messenger and Instagram messages (add-on)
Get reply suggestions in customer chats
Let a bot answer WhatsApp enquiries
Chat apps
Connect Telegram to your Mesy account
Talk to Mesy on Telegram
Talk to Mesy on WhatsApp
Talk to Mesy in Microsoft Teams
Approve AI actions from a chat app
Telegram notifications and digests
Calendar and tasks
Connect a calendar and manage events
Check who is free and set working hours
Create and track tasks
Mesy AI and approvals
Chat with Mesy AI
Review, approve and undo AI actions
Add contacts from business cards and save files
Show data and briefs beside the chat
Connect Mesy to Claude
Workflows
Build a workflow
Watch workflow runs and fix a paused workflow
Files
Upload, link and share files
Reports and dashboards
Build a report
Customise your dashboard
Marketing
Track campaigns on the Marketing page
Send a campaign email
Web forms: turn enquiries into records
Track which campaign a WhatsApp chat came from
Admin and team
Invite members and set roles
Design your data
Set up the AI
Workspace settings, channels and email templates
Add-ons
Fill in your Business Profile
See who changed what
Account and security
Change your profile, appearance and notifications
Turn on two-factor authentication and add a passkey
Connect and disconnect your integrations
Troubleshooting and FAQ
Common questions
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Files
Checked against the app on
23 September 2026
Upload files and link them to records.
Upload, link and share files
Keep your team's files in one place, put them on the right records, and see who can open each one.