> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Engage Mobile App Overview

> Text customers, return calls, play voicemails, and open customer records from your phone with the Engage by FieldPulse app for iOS and Android.

> **Who uses this:** Admins, Team Managers, and Service Agents. Limited Agents have no access to Engage. **Availability:** Engage add-on · United States and Canada · Engage by FieldPulse app for iOS and Android.

The Engage by FieldPulse mobile app lets you text customers, return calls, listen to voicemails, and open customer records from your device, using the same Engage phone lines as the web app. Calls, texts, and voicemails handled on mobile are saved to the same customer record as on the web app, so the office and the field work from one history.

## Overview

The mobile app covers day-to-day communication. Account-wide Engage setup, such as reporting and tag management, stays in the web app.

## How it works

The Engage mobile app has five tabs along the bottom of the screen: **Conversations**, **Calls**, **Voicemails**, **Customers**, and **Settings**. The first three tabs share the same **All**, **Main**, and **Selected** options at the top, so you can view one phone line or every line you have access to. The top of each tab also has a filter button, a search button, and a three-dot menu.

![The Engage mobile app Conversations tab showing the All, Main, and Selected options and the five bottom tabs](https://mintcdn.com/fieldpulse/F70jYcLew4kbnLay/static/images/engage-mobile-app/01.png?fit=max\&auto=format\&n=F70jYcLew4kbnLay\&q=85\&s=bab04f119290e32189e25774e958efd9)

### Conversations

The **Conversations** tab lists your customer text threads. Each row shows the customer's name, the most recent message, the phone line it was sent from, and when it was sent. Tap a conversation to open it, or tap **New Message** to start a new text.

Inside a conversation, you can:

* Choose the outbound phone line from **Sending From** at the top of the screen.
* Type a reply, format the text, and attach an image or file, then tap **Send**.
* Tap the phone icon in the top-right corner to call the customer.
* Tap the contact card icon to open the customer's FieldPulse record.
* Tap the filter button to narrow the conversation history by communication type or team member.

![An open Engage conversation with the Sending From phone line selector at the top and the reply box with Send at the bottom](https://mintcdn.com/fieldpulse/F70jYcLew4kbnLay/static/images/engage-mobile-app/04.png?fit=max\&auto=format\&n=F70jYcLew4kbnLay\&q=85\&s=5332d912965452a46748316ae8cfcc30)

> [!NOTE]
>
> Texts require 10DLC registration. See [Setting Up 10DLC Compliance Registration](/add-ons/engage/10dlc-compliance).

### Calls

The **Calls** tab lists incoming and outgoing calls. Each row shows the customer's name, phone number, the phone line used, the date, the call length, and the team member who handled an outgoing call. Tags, such as **Operator AI**, appear on the row. Tap the green phone icon to call the customer back, or the chat icon to text them.

![The Engage mobile Calls tab listing incoming and outgoing calls with call and text icons, phone line, tags, and call length](https://mintcdn.com/fieldpulse/F70jYcLew4kbnLay/static/images/engage-mobile-app/05.png?fit=max\&auto=format\&n=F70jYcLew4kbnLay\&q=85\&s=c74c61fc8f0a74b6675812a57915fdfa)

Tap a call to open **Call Log Details**, which shows:

| **Field** | **What it shows** |
| - | - |
| **Call ID** | The unique ID for the call, with a copy button. |
| **Name** and **Number** | The customer's name and phone number. |
| **Call Info** | The call direction, date, and time. |
| **Phone Line Used** | The Engage line that took or placed the call. |
| **Call Duration** | How long the call lasted. |
| **Lead Source** | The lead source tied to the line, if one is set. |
| **Call Notes** | Notes on the call. Tap the pencil icon to add or edit them. |
| **Call Recording** | A player to listen to the recording, with buttons to copy a link and download the file. |
| **Tags** | The tags applied to the call. |
| **AI Metadata** | **View Summary** and **View Transcript** links for the call. |

The buttons at the bottom of the screen let you call the customer, text them, or block the number. See [How to Block a Phone Number](/add-ons/engage/blocking-a-number) and [Setting Up Call Transcripts and Summaries](/add-ons/engage/call-transcripts-summaries).

![The Engage mobile Call Log Details screen showing call information, the call recording player, tags, and the AI Metadata links](https://mintcdn.com/fieldpulse/F70jYcLew4kbnLay/static/images/engage-mobile-app/06.png?fit=max\&auto=format\&n=F70jYcLew4kbnLay\&q=85\&s=d4b872caf8f0dd2c081ba24ff758facc)

### Voicemails

The **Voicemails** tab lists customer voicemails for your phone lines. Open a voicemail to listen to the recording and read its AI-generated summary below the player. When there are no voicemails, the tab shows **No voicemails**.

![The Engage mobile Voicemails tab with the All, Main, and Selected options and a list of voicemails showing each caller, phone line, date, and length](https://mintcdn.com/fieldpulse/F70jYcLew4kbnLay/static/images/engage-mobile-app/07.png?fit=max\&auto=format\&n=F70jYcLew4kbnLay\&q=85\&s=ab8582db38f1ef4eacbb10b0f4ef6524)

### Customers

The **Customers** tab lists your customers with three options at the top: **Recent**, **All**, and **Assigned to Me**. Each row shows the customer's name, phone number, and status, such as **Current Customer**, with a phone icon to call and a chat icon to text. Use the search button to find a customer by name or phone number.

![The Engage mobile Customers tab with the Recent, All, and Assigned to Me options and a list of customers with call and text icons](https://mintcdn.com/fieldpulse/F70jYcLew4kbnLay/static/images/engage-mobile-app/08.png?fit=max\&auto=format\&n=F70jYcLew4kbnLay\&q=85\&s=ff9964a1a11911f89af9d66ebb37e7e7)

### Filter, search, and mark as read

* **Filter by tag.** Tap the filter button, choose one or more tags under **Conversation Tag**, then tap the check mark to apply. Tap **Clear Selections** to start over. Tags with a lock icon, such as **24/7**, **Operator AI**, and **Outside Business Hours**, are system tags that Engage applies automatically. See [How to Create Custom Tags in Engage](/add-ons/engage/custom-tags).
* **Search.** Tap the magnifying glass to search by name or phone number.
* **Mark everything as read.** Tap the three-dot menu, then **Mark all as read** under **Select Actions**. This clears unread items for your whole team. See [How to Mark Engage Conversations and Notifications as Read](/add-ons/engage/marking-notifications-read).

To save filters, sort your lists, or use the **Follow up** toggle, see [How to Filter and Sort Conversations, Calls, and Voicemails](/add-ons/engage/filters-sorting).

![The Engage mobile Filters screen showing the Conversation Tag list with the 24/7, Operator AI, and Outside Business Hours system tags](https://mintcdn.com/fieldpulse/F70jYcLew4kbnLay/static/images/engage-mobile-app/02.png?fit=max\&auto=format\&n=F70jYcLew4kbnLay\&q=85\&s=31fc47e4c59daf3bab8fa78e03425036)

![The Select Actions sheet in the Engage mobile app with the Mark all as read option](https://mintcdn.com/fieldpulse/F70jYcLew4kbnLay/static/images/engage-mobile-app/03.png?fit=max\&auto=format\&n=F70jYcLew4kbnLay\&q=85\&s=f9c22fca314a2e79334ad46fa358b053)

### Settings

The **Settings** tab holds the controls for your own Engage experience. Turn **Do Not Disturb** on to send your incoming calls straight to voicemail without changing anyone else's availability.

![The Engage mobile Settings tab with Do Not Disturb, Phone Numbers, Hold Settings, Voicemail, Ring Duration, Audio Samples, Working Hours, Diagnosis, and Chat with us](https://mintcdn.com/fieldpulse/F70jYcLew4kbnLay/static/images/engage-mobile-app/09.png?fit=max\&auto=format\&n=F70jYcLew4kbnLay\&q=85\&s=b56215a37c0b4f534a1d9d46b6829651)

## Settings reference

| **Setting** | **What it controls** | **Learn more** |
| - | - | - |
| **Phone Numbers** | Your phone lines and their settings. | [Phone Line Settings Details](/add-ons/engage/phone-line-settings) |
| **Hold Settings** | The hold music callers hear while on hold. | [How to Put a Caller on Hold](/add-ons/engage/caller-on-hold) |
| **Voicemail** | The voicemail greeting for a phone line. | [Setting Up Voicemail](/add-ons/engage/voicemail) |
| **Ring Duration** | How long a call rings before it goes to voicemail. | [Setting Up Ring Duration](/add-ons/engage/ring-duration) |
| **Audio Samples** | Recorded greetings and hold music. | [Setting Up Audio Samples](/add-ons/engage/audio-samples) |
| **Working Hours** | Your business hours and where calls go after you close. | [Setting Up Working Hours](/add-ons/engage/working-hours) |
| **Diagnosis** | A connection and audio quality test for dropped or rough calls. | [Troubleshooting Dropped or Rough Engage Calls](/add-ons/engage/network-diagnosis) |
| **Chat with us** | A chat with the FieldPulse team. | None |

## Notes & limitations

The mobile app and web app share the same conversations, calls, voicemails, and customers. These tasks work differently on mobile:

| **Task** | **Mobile app** | **Web app** |
| - | - | - |
| **Choose call audio devices** | Call audio follows the phone's own call controls. | Choose the microphone, speaker, and ringtone in **Settings**. |
| **Link calls to records** | View linked calls and records only. | Admins and Team Managers create, edit, and remove links. |
| **Manage Engage account settings** | Not in the mobile **Settings** tab. | Available in Engage **Settings**, including **Tags**, **Transcripts and Summaries**, and **Reporting**. |

## Availability

Engage is available to accounts in the United States and Canada with the Engage add-on turned on. To enable Engage, contact the FieldPulse team at [support@fieldpulse.com](mailto:support@fieldpulse.com) or use the in-app chat. What each user can see depends on their role. See [Engage User Roles Details](/add-ons/engage/user-roles).

## Related articles

* [Engage Overview](/add-ons/engage/overview)
* [Engage User Roles Details](/add-ons/engage/user-roles)
* [How to Use Do Not Disturb](/add-ons/engage/do-not-disturb)
* [How to Link Calls to Records in Engage](/add-ons/engage/link-calls-to-records)
* [How to Filter and Sort Conversations, Calls, and Voicemails](/add-ons/engage/filters-sorting)


## Related topics

- [Engage Phone System](/add-ons/engage/index.md)
- [Mobile App Overview: Admins and Team Managers](/getting-started/mobile-app/admins-team-managers.md)
- [Limited Agent Mobile App Overview](/getting-started/mobile-app/limited-agents.md)
- [Service Agent Mobile App Overview](/getting-started/mobile-app/service-agents.md)


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