Training library
Organize documents, scripts, and flash-card decks for the team.
Training Hub
Create and manage training in AgencyMesh.
Publish training documents and scripts, build flash cards and quizzes, assign learning, and review results and activity.
What you can do
Training Hub features at a glance
The relevant customer, office, task, or transaction details stay with the work.
Quizzes and assignments
Create revision-controlled quizzes, assign them, and provide learner links when appropriate.
Results and activity
Review quiz outcomes and training activity from the available reporting views.
How it works
A simple three-step process.
The exact options depend on your role and the record you’re working on.
- 01
Publish the material
Create or revise the source content before assigning it.
- 02
Choose learners
Assign the quiz or share the intended learner link.
- 03
Review completion
Use results and activity to decide what follow-up is needed.
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.