Product support

Open User menu > Support Chat in AgencyMesh for product questions when it is available. For account activation, roles, office assignments, or sign-in method, contact your organization’s AgencyMesh administrator first.

Include useful context

Tell support which page and action you were using, the safe record identifier, office, time and time zone, exact error, what you expected, and what happened instead. Add a screenshot only if it helps, and remove sensitive information first.

Never send passwords, two-factor codes, recovery keys, carrier credentials, provider tokens, full card details, or private participant links.
Check whether a save, message, import, or financial action already completed before asking support to retry it.
Use the existing ticket or support thread for follow-up so the context stays together.

Workflow or signing help

A customer should contact the business that sent the workflow or signature request. The sender can confirm the intended person, document, delivery channel, and whether a replacement link is appropriate.