A conversation that stays with you
Close and reopen the panel or switch app pages without starting over. Chat text can restore after a reload in the same tab and sign-in. Closing the panel ends voice; start it again when ready.
AgencyMesh AI
Keep AgencyMesh AI alongside your work.
Open the Ask AgencyMesh stars icon in the top bar. Type or speak a question in Chat, continue your conversation, or use Writer to polish a message with your chosen tone, format, and language.
What you can do
AgencyMesh AI features at a glance
The relevant customer, office, task, or transaction details stay with the work.
Questions about your current work
Ask about supported calls, quotes, transactions, messages, E-Sign requests, Workflows, or training material. Available page information helps give the question context.
Spoken questions and replies
Select Start voice, allow microphone access, and speak. Read the full answer and source links in Chat; select End voice call when finished.
A draft suited to your audience
Open Writer, enter Your message, choose Tone, Format, and Language, then select Polish message. The result replaces your text; edit it if needed, then select Copy.
How it works
A simple three-step process.
The exact options depend on your role and the record you’re working on.
- 01
Open Ask AgencyMesh
Choose the Ask AgencyMesh stars icon in the top bar. Open the record or report you want to ask about.
- 02
Ask and verify
Ask a focused question and check the answer against the source record, including dates, amounts, and filters.
- 03
Continue or start fresh
Ask a follow-up as you work, or choose Start new chat for a different task. Complete business actions in their normal app pages.
Before you start
What to check first
Who can use this area?
What you can use depends on your account type, role, office access, enabled services, and sometimes the record’s current status. The Help guide lists the usual roles, but your administrator controls access.
What should I verify before saving?
Confirm the person or record, office, date or reporting period, current state, and the effect described by the button or confirmation. For customer and financial actions, verify the destination or amount as well.
What if the page and Help guide disagree?
Don’t try to work around the page. Note what you see and send support the page, action, time, exact message, and a screenshot with sensitive information removed.