Find your way around Mesy

Checked against the app on 23 September 2026

Use the sidebar to open any page in Mesy, and search to jump straight to a customer or a page by name.

The sidebar for an admin, with the Inbox opened to show its channels.

Your workspace name sits at the top, next to the Mesy logo. Your workspace is your business’s own private area in Mesy. Click the name to open Business Profile, a page about your business that everyone on the team can read. Only admins can edit it. See Fill in your Business Profile.

The bell beside the name opens your notifications. The Search… box below it opens search.

Below search, the sidebar has three groups. The first group is your everyday work:

Dashboard is your home page of charts and numbers.
Spaces holds your Spaces. A Space is your own screen, built from panels you pick, so the things you use most sit side by side.
There’s one item for each kind of record, such as Contacts, Companies and Deals. A record is one entry in Mesy, such as one customer, one company or one deal. Your business chooses these names, so yours may differ.
Tasks, Reports and Notes open those lists. The red number on Tasks counts your overdue tasks. For notes, see Keep notes and choose who sees them.
Marketing is where your business runs its campaigns. It appears only when your business keeps a list of campaigns in Mesy.
Chat opens Mesy AI, the AI you chat with. It can look things up and prepare changes for you.

On a computer, Mesy AI and Dashboard are one long page. Mesy AI sits at the top and your dashboard is below it, so you can scroll between them.

The second group is your messages and calendar:

Inbox opens what’s waiting for you. Messages sit under Needs reply and New, and changes from Mesy AI under AI asks.
Click the arrow beside Inbox to show All mail and WhatsApp. If your business has the Social channels add-on, Messenger and Instagram appear too. An add-on is an extra part of Mesy your business can turn on.
Calendar shows the events from every calendar you’ve connected, in one place.

The third group is work that Mesy helps with:

Approvals lists every change Mesy AI has prepared for you to confirm. The red number counts them.
Workflows holds your workflows. A workflow is a rule that does routine work for you, such as “when a deal goes quiet, create a task”.
Files holds your files. Files you send to Mesy on Telegram or WhatsApp, and voice memos, wait under Needs review until someone links them to a record or dismisses them. The red number counts them for your whole team. A business card photo goes to Approvals instead, as a suggested new record.

When a count reaches 10 or more, the red number shows 9+.

The bottom of the sidebar is different for admins, managers and members. An admin can change everything, a manager runs the team, and a member does the daily work.

Managers and admins see Activity & Audit, a history of what happened across the workspace. Members see My Activity, which shows only their own actions.
Admins see Admin, where they set up the workspace and the team. Managers see Manager, the same page with fewer tabs. Members don’t see this item.
Your name opens Settings, with the Profile, Appearance, Notifications and Integrations tabs.
The Sign out icon beside your name signs you out.

Drag an item up or down within its group. Mesy remembers your order. Inbox and Calendar stay where they are.
Drag the sidebar’s right edge to make it wider or narrower.
Drag the edge most of the way to the left to shrink the sidebar to icons. Hover over an icon to see its name.

When the sidebar shows only icons, it hides your workspace name, the items under Inbox and the red numbers on Tasks, Approvals and Files. The bell still shows its count. To reach All mail or WhatsApp, drag the edge to the right to widen the sidebar again.

Search for a customer or a page

Search finds pages, records, emails, tasks, calendar events and notes. To open something by name:

Press ⌘K on a Mac or Ctrl+K on Windows, or click Search… in the sidebar.
Type at least three letters of a name, such as a customer, a company or an email subject.
Press the down arrow to highlight a result.
Press Enter. Mesy opens the page or record you picked.

An email result opens All mail, and a task result opens Tasks. Press Escape to close search.

Before you type, search shows your Recent items, Pages and Actions. Create new task opens a new task straight away. Other actions, such as Create new contact, open Mesy AI, which prepares the change for you to confirm.

Search drops down from the sidebar. To open it in the centre of the screen instead, choose Center on the Appearance tab of Settings. See Change your profile, appearance and notifications.

Ask Mesy AI

Reach Mesy AI from any page in one of these ways:

Click the Ask Mesy anything… button at the bottom of the screen. Mesy AI opens in a panel. When you have a chat open, the button shows that chat’s title instead.
Press ⌘J on a Mac or Ctrl+J on Windows. On the Mesy AI page, the same keys shrink it into a side panel.
In search, type your question and press Tab. If your text ends in “?” or starts with a word like “what” or “how”, Enter sends it too.

For more, see Ask Mesy AI a question.

Check your notifications

The bell beside your workspace name opens your notifications. A red number on it counts the ones you haven’t read. A dot on it means something new is waiting on the AI Suggestions or What’s New tab. For the rest, see Read your notifications.

Open a teammate’s page

Each person on your team has their own page. Open it in one of these ways:

On Business Profile, under Team, click the person’s card.
On a record, click the owner’s name. If a menu opens, choose Open profile.
On a task, click the initial of the person it’s assigned to. Then choose their profile, for example Open Aisha Rahman’s profile.

The page shows Records owned, Tasks, Open deals and Recent activity. It counts only the records and tasks you’re allowed to see. Only managers and admins see a teammate’s recent activity.

Use Mesy on a phone

Mesy hides the sidebar to save space.

The top bar has a menu button, your workspace name and a search button. Your workspace name opens Business Profile.
The bottom bar has Dashboard, Inbox, Calendar, Chat and More.
Tap the menu button or More to open the sidebar for everything else, such as your records, Admin and Settings.
To see your notifications, open the sidebar. The bell is beside your workspace name at the top.

On a phone, Dashboard and Chat are separate screens. Search opens across the top of the screen.

If something doesn’t work

Messenger and Instagram aren’t under Inbox: your business doesn’t have the Social channels add-on. An admin sees it on the Add-ons tab of Admin as two cards, Facebook and Instagram, each marked “Coming soon”. See Add-ons.
Marketing isn’t in the sidebar: your business doesn’t keep a list of campaigns in Mesy yet. Ask your admin to add one.
Search shows no customers: type at least three letters.
Search says “Couldn’t reach search. Check your connection.” Check your internet connection, then click Retry.