# AgencyMesh Help Center > Task guides, role reference, and troubleshooting for AgencyMesh. Language: en-US. Product guide: https://agencymesh.app/help/. Last reviewed October 2, 2026 by AgencyMesh Product Support · Checked against release 2026.10 Find a task or search by app, field, or button name. ## Your first day 1. [Sign in](https://agencymesh.app/help/accounts-and-sign-in.md) — Use the account your organization gave you. 2. [Find apps and choose your office](https://agencymesh.app/help/navigation-and-scope.md) — App links, office and phone choices. 3. [Complete your first task](https://agencymesh.app/help/dashboard.md) — Open an Action Item and save the outcome. Read the [getting-started guide](https://agencymesh.app/help/getting-started.md). ## What do you need help with? - [Find an app or report](https://agencymesh.app/help/navigation-and-scope.md) — Direct links and office choices. - [Use Ask AgencyMesh while you work](https://agencymesh.app/help/agencymesh-ai.md) — Use Chat for questions or Writer to polish a draft. - [Work today’s tasks](https://agencymesh.app/help/dashboard.md) — Find your next follow-up on the Dashboard. - [Start a Workflow](https://agencymesh.app/help/customer-workflows.md) — Guide customers and staff through several steps. - [Get a document signed](https://agencymesh.app/help/e-signatures.md) — Prepare, send, and track a standalone E-Sign request. - [Call or message a customer](https://agencymesh.app/help/calls-and-messaging.md) — Choose a phone and manage follow-up. - [Find and review transactions](https://agencymesh.app/help/transactions.md) — Search records, check matches, and use reports. - [Complete your training](https://agencymesh.app/help/training-hub.md) — Find documents, study, and take assigned quizzes. - [Manage your team’s access](https://agencymesh.app/help/office-administration.md) — Work with users, offices, and account settings. - [Get back on track](https://agencymesh.app/help/troubleshooting.md) — Find the next step when something goes wrong. ## E-Sign or Workflow? Use [Standalone E-Sign](https://agencymesh.app/help/e-signatures.md) when you only need a document signed. Use a [Workflow](https://agencymesh.app/help/customer-workflows.md) when the customer also needs to answer questions, upload files or photos, or complete several steps. ## Help by AgencyMesh area Choose an AgencyMesh area below, then open the guide for the page you are using. What appears in AgencyMesh depends on your role and office access. ### Main workspace - [Sign up and company setup](https://agencymesh.app/help/self-serve-onboarding.md#signup-create-company): Create a new company and its first administrator, optionally add an office, and continue team setup. - [Accounts and sign-in](https://agencymesh.app/help/accounts-and-sign-in.md#account-types): Compare Agent and Office accounts, use the assigned sign-in method, and manage sessions. - [Dashboard](https://agencymesh.app/help/dashboard.md#dashboard-action-item-tabs): Work Action Items, read Zone Shift icons, and use Communications for calls, codes, the directory, and office directions. - [Administration](https://agencymesh.app/help/office-administration.md#administration-tabs-overview): Health, Sessions, Users, Office's, Zones, Options, and Billing, with controls based on your role. - [Ask AgencyMesh](https://agencymesh.app/help/agencymesh-ai.md#ai-tool-tabs): Open Ask AgencyMesh for typed or voice Chat and Writer; pin the panel beside your work or use an overlay. - [Directions](https://agencymesh.app/help/office-directions.md#directions-find-office): Generate driving directions, compare nearby offices, or get a route from the Dashboard office directory. - [Standalone E-Signatures](https://agencymesh.app/help/e-signatures.md#prepare-request): Upload PDFs, place Customer and Agent fields, fill Agent signatures and text, send, and download completed documents. - [Training Hub](https://agencymesh.app/help/training-hub.md#learner-start): Documents, scripts, flash cards, quizzes, assignments, attempts, and results. - [Tools](https://agencymesh.app/help/photo-and-qr-tools.md#photo-tool-convert): Convert supported photos or generate and verify a QR code. - [Two-Factor](https://agencymesh.app/help/security-and-two-factor.md#two-factor-code-sources): Use received verification messages and saved authenticator entries safely. - [Notifications](https://agencymesh.app/help/notifications.md#notifications-read): Read and archive updates, filter Transactions and Zone Shift notices, and follow changes for your account and offices. - [Announcements](https://agencymesh.app/help/notifications.md#notifications-publish-announcement): Choose offices or company-wide recipients, narrow by role, preview, publish, or retract an announcement. - [Light and dark mode](https://agencymesh.app/help/appearance.md#appearance-choose-mode): Choose Light, Dark, or System and understand how Agent and Office accounts save the choice. - [Ask AgencyMesh voice](https://agencymesh.app/help/agencymesh-ai.md#ai-voice-start): Start a voice call, read the full Chat answer, and recover microphone or audio problems. - [Zone Shift icons and notices](https://agencymesh.app/help/dashboard.md#dashboard-zone-shift-indicators): Read the lightning status and schedule notices, then clear local work before helping across the zone. - [Dashboard office directions](https://agencymesh.app/help/office-directions.md#directions-from-dashboard): Select an office directory turn-arrow, enter the starting address, and open the route. ### Workflows - [Classic Workflows](https://agencymesh.app/help/legacy-workflows.md#legacy-workflow-dashboard): Templates, assignments, instances, comments, files, review, approval, and signoff. - [Process Workflows](https://agencymesh.app/help/process-workflows.md#process-task-library): Task library, Saved Workflows, builder, runs, preparation, review, and completion. - [Participant experience](https://agencymesh.app/help/workflow-participant-experience.md#participant-link-landing): Private participant links, questions, PDF uploads, live camera photos, signatures, and completion. - [Workflow files, photos, and E-Sign](https://agencymesh.app/help/workflow-files-photos-and-esign.md#workflow-staff-attachments): Workflow-specific evidence, documents, embedded signatures, and completed artifacts. ### Goals - [Set Office Goals](https://agencymesh.app/help/goal-management.md#goal-set-office): Create, update, or delete monthly office goals. - [View Office Goals](https://agencymesh.app/help/goals-and-reports.md#read-progress): Read office progress, projections, and leaderboards. - [View Agent Goals](https://agencymesh.app/help/goal-management.md#goal-personal-view): Compare an agent’s progress with targets calculated from their assigned office goals. ### Leads, quotes, and AMS To-Dos - [Add Leads](https://agencymesh.app/help/lead-management.md#lead-add-single): Create one lead with the required customer and office context. - [Leads Upload](https://agencymesh.app/help/lead-management.md#lead-upload-csv): Import a one-time CSV of leads with optional notes. - [Sync Leads](https://agencymesh.app/help/leads-sync.md#leads-sync-connect): Connect a Google Sheet and choose first-sync, office assignment, and recurring import settings. - [Leads Report](https://agencymesh.app/help/lead-management.md#lead-search-filters): Search lead records and update supported follow-up status. - [Quote Metrics](https://agencymesh.app/help/quote-reports.md#quote-metrics): Open Reports > Quote Metrics to compare quote activity by office and date. - [Quotes Report](https://agencymesh.app/help/quote-reports.md#quote-search-report): Search quote records, inspect details, and update supported status. - [AMS To-Do Report](https://agencymesh.app/help/ams-todos.md#ams-todo-report): Search and work permitted AMS follow-up records. - [AMS Queue](https://agencymesh.app/help/ams-todos.md#ams-queue): Review the separate administrative AMS queue. ### Calls and text messages - [Active Calls](https://agencymesh.app/help/call-tools-and-reports.md#active-calls-page): Review the active call table for the permitted device and office context. - [Call Search](https://agencymesh.app/help/call-tools-and-reports.md#call-search-filters): Find call history by customer, phone, date, result, and supported filters. - [Call Report](https://agencymesh.app/help/call-tools-and-reports.md#call-report-period): Search calls from today back through 31 days before today; use View to submit or update a call report. - [Call Metrics](https://agencymesh.app/help/call-tools-and-reports.md#call-metrics-stats): Open Reports > Call Metrics to review call activity by office and date. - [Call Stats](https://agencymesh.app/help/call-tools-and-reports.md#call-metrics-stats): Compare displayed agent or office call totals and targets. - [Messaging](https://agencymesh.app/help/sms-messaging.md#sms-send-form): Use the Send MMS form to send the prepared office message with one required image or PDF attachment. - [Search](https://agencymesh.app/help/sms-search.md#sms-search-basic-filters): Filter message history and inspect delivery state or attachments. ### Transactions - [Transaction Queue](https://agencymesh.app/help/transaction-queue.md#transaction-queue-submit): Submit reports or credential checks, monitor the batch, and read the Accounting completion summary. - [Transaction Queue Report](https://agencymesh.app/help/transaction-queue.md#transaction-queue-runs): Search and review historical queue runs and outcomes. - [Transaction Search](https://agencymesh.app/help/transaction-search-and-matching.md#transaction-search-filters): Find transaction records, inspect detail, and use permitted record actions. - [Transaction Matching](https://agencymesh.app/help/transaction-search-and-matching.md#transaction-matching-review): Compare candidate records and confirm a match only from sufficient evidence. - [Transaction Metrics](https://agencymesh.app/help/transaction-reporting-files.md#transaction-metrics-page): Open Reports > Transaction Metrics to compare transaction totals by office and date. - [Transaction Summary](https://agencymesh.app/help/transaction-reporting-files.md#transaction-summary-page): Review summarized totals and generate the supported PDF view. - [Transaction Files](https://agencymesh.app/help/transaction-reporting-files.md#transaction-files-page): List, upload, or view permitted carrier and deposit evidence files. - [Bank Deposits](https://agencymesh.app/help/bank-deposits.md#bank-deposit-manual-upload): Upload a receipt in Transaction Files, use a matching Dashboard missing-row shortcut, and review permitted saved-deposit changes. - [Payment Notifications](https://agencymesh.app/help/payment-notifications.md#payment-notification-list): Review or send the supported notification without treating it as transaction authorization. - [Credential Manager](https://agencymesh.app/help/credential-manager.md#credential-manager-read-only): Review permitted carrier access records; Operations or Administrator can update them. - [Transaction completion notifications](https://agencymesh.app/help/transaction-queue.md#transaction-queue-notifications): Read the company-wide Accounting summary of a finished manual batch, including failures and qualified totals. ### Reports - [Reports index](https://agencymesh.app/help/reports-index.md#reports-call-catalog): Choose the report for your task and check who can use it. - [E-Sign Report](https://agencymesh.app/help/e-signatures.md#esign-report-details-status): Search direct signature requests and open request details, history, or artifacts. - [Goals and projections](https://agencymesh.app/help/goals-and-reports.md#read-progress): Interpret office and personal progress without treating projections as guarantees. ### Office information - [Office Internet](https://agencymesh.app/help/internet-and-ip.md#internet-dashboard): Check current office connectivity, recent performance, outage history, and alert timing. - [My IP Info](https://agencymesh.app/help/internet-and-ip.md#my-ip-page): View connection information for the current browser request. - [Tickets](https://agencymesh.app/help/office-tickets.md#ticket-create): Create, search, comment, attach safe pictures, assign when permitted, resolve, close, or reopen. - [Cameras](https://agencymesh.app/help/office-cameras.md#camera-wall): Use the Camera Wall, choose an assigned office and channel, or set the shared office default when available. - [Workstations](https://agencymesh.app/help/workstations.md#workstation-list): Filter managed-device inventory and use the approved installer action. - [Workstation Connect](https://agencymesh.app/help/workstation-connect.md#connect-select-device): Open an authorized embedded remote session and end it safely. ### Public records - [Texas Insurance Licenses](https://agencymesh.app/help/texas-insurance-licenses.md#license-search-input): Search by license number or full name and verify the official record. - [Property Records](https://agencymesh.app/help/property-records.md#property-select-address): Select a validated address and review available property information. - [VIN Lookup](https://agencymesh.app/help/vin-lookup.md#vin-enter-inputs): Decode available vehicle information from a VIN and four-digit model year. ### Administration - [Users](https://agencymesh.app/help/administration-users-and-sessions.md#admin-users-review): Review account type and identity settings, then apply the smallest authorized access change. - [Office's](https://agencymesh.app/help/administration-groups-and-zones.md#admin-groups-purpose): Organize users and offices into groups and manage their settings. - [Zones](https://agencymesh.app/help/administration-groups-and-zones.md#admin-zones-purpose): Review or manage broader office groupings without confusing them with roles. - [Options](https://agencymesh.app/help/administration-options-and-health.md#admin-options-review): Set app branding colors, ticket choices, alerts, Dashboard settings, and connected services. - [Billing](https://agencymesh.app/help/billing-and-invoices.md#billing-account-summary): Review usage, invoice preview and history, and the secure billing portal. - [Health](https://agencymesh.app/help/administration-options-and-health.md#admin-health-read): Review Calls, Quotes, To-Do, Workstations, and Internet setup or recent-activity checks for active office groups. - [Sessions](https://agencymesh.app/help/administration-users-and-sessions.md#admin-sessions-review): Review current sessions and terminate an exact session when authorized. ## Product guides - [Start using AgencyMesh](https://agencymesh.app/help/getting-started.md): Create a new company or sign in to your team, choose your office, and start a task. - [Create your company and first account](https://agencymesh.app/help/self-serve-onboarding.md): Sign up for a new company, add an optional office, and finish team setup. - [Sign in to AgencyMesh](https://agencymesh.app/help/accounts-and-sign-in.md): Choose signup or sign-in, use the correct login method, and understand Office and Agent accounts. - [Find apps and choose your office](https://agencymesh.app/help/navigation-and-scope.md): Find pages in the left navigation and choose Dashboard office, phone, or report scope. - [Change light or dark mode](https://agencymesh.app/help/appearance.md): Choose Light, Dark, or System and understand where your appearance choice is saved. - [Read notifications and send announcements](https://agencymesh.app/help/notifications.md): Read updates, filter Transactions and Zone Shift notices, manage your inbox, and send announcements to the right offices and roles. - [Use the Dashboard](https://agencymesh.app/help/dashboard.md): Work your queue, read Zone Shift indicators, and use the office directory for contacts and directions. - [Start and follow a Workflow](https://agencymesh.app/help/customer-workflows.md): Choose a reusable plan, add customers and staff, and follow each task through completion. - [Send a standalone E-Sign request](https://agencymesh.app/help/e-signatures.md): Upload and order PDFs, fill customer and agent fields, send a signing link by email and optional SMS, and download completion documents. - [Calls, SMS, and customer messaging](https://agencymesh.app/help/calls-and-messaging.md): Choose your calling phone, find the right call tool, and send or review customer MMS messages. - [Leads, quotes, and AMS follow-up](https://agencymesh.app/help/leads-and-quotes.md): Choose the right follow-up list, add leads, contact customers, and record lead, quote, or AMS outcomes. - [Find and reconcile transaction records](https://agencymesh.app/help/transactions.md): Choose a transaction tool, inspect records, and follow the correct steps for financial changes. - [Goals and reports](https://agencymesh.app/help/goals-and-reports.md): Set monthly office targets, review goal progress, and choose the report that answers your question. - [Start learning in Training Hub](https://agencymesh.app/help/training-hub.md): Find your assignments, read training material, study flash cards, and manage team training. - [Use Chat, voice, and Writer in AgencyMesh AI](https://agencymesh.app/help/agencymesh-ai.md): Ask by text or voice, read the full answer, continue your conversation, and polish a message. - [Find office information and support](https://agencymesh.app/help/office-tools.md): Choose the right tool for directions, internet problems, tickets, cameras, or computer support. - [Get started with Administration](https://agencymesh.app/help/office-administration.md): Find where to review users, manage office access, change settings, and check billing. - [Get and manage two-factor codes](https://agencymesh.app/help/security-and-two-factor.md): Copy a received code or authenticator code and manage office authenticators. - [Choose a lookup or utility](https://agencymesh.app/help/public-records-and-utilities.md): Find license, property, and vehicle information, or prepare photos and QR codes. - [Roles and permissions reference](https://agencymesh.app/help/roles-and-permissions.md): Identify the role, office membership, or account setting needed for a task. - [Files, dates, and limits](https://agencymesh.app/help/files-dates-and-limits.md): Prepare an upload, check file limits, and choose matching dates when comparing reports. - [Troubleshooting AgencyMesh](https://agencymesh.app/help/troubleshooting.md): Fix common sign-in, missing-data, upload, and delivery problems, and gather useful details for support. - [Release notes](https://agencymesh.app/help/release-notes.md): See the public website and Help Center changes covered by the published release. - [Classic Workflows](https://agencymesh.app/help/legacy-workflows.md): Find a live Workflow, assign a template, and review participant work through final signoff. - [Process Workflows](https://agencymesh.app/help/process-workflows.md): Create reusable tasks, build and start a Workflow, manage participants, and complete staff review. - [Complete your Workflow tasks](https://agencymesh.app/help/workflow-participant-experience.md): Use your private link to answer questions, submit PDFs, capture photos, and sign Workflow documents. - [Work with Workflow files, photos, and E-sign tasks](https://agencymesh.app/help/workflow-files-photos-and-esign.md): Add a file to the right task, review participant evidence, and check signed documents. - [Call tools and reports](https://agencymesh.app/help/call-tools-and-reports.md): Follow live calls, search call history, submit a call report, mark spam, and compare call activity with goals. - [SMS and MMS messaging](https://agencymesh.app/help/sms-messaging.md): Send an image or PDF with the prepared MMS message, review delivery, and help customers subscribe or unsubscribe. - [Search message history](https://agencymesh.app/help/sms-search.md): Find inbound and outbound messages by date, number, status, body, user, or message ID. - [Add and follow up with leads](https://agencymesh.app/help/lead-management.md): Add leads with optional names and notes, upload a CSV, search follow-up records, and close or reopen a lead. - [Import new leads from Google Sheets](https://agencymesh.app/help/leads-sync.md): Connect a Google Sheet, choose which rows and offices to import, and manage recurring lead imports. - [Quote reports and metrics](https://agencymesh.app/help/quote-reports.md): Find quote details and history, record Dashboard follow-up, and review quote performance and mapped locations. - [AMS To-Do queues and report](https://agencymesh.app/help/ams-todos.md): Work AMS To-Do Calls, save the correct follow-up status, search history, and submit an Administrator AMS run. - [Run and track transaction reports](https://agencymesh.app/help/transaction-queue.md): Queue reports or credential checks, follow each run, read completion notifications, and find earlier batches. - [Find, compare, and correct transactions](https://agencymesh.app/help/transaction-search-and-matching.md): Search carrier, merchant, AMS, and deposit records; review matching results; complete supported payment actions. - [Review transaction totals and supporting files](https://agencymesh.app/help/transaction-reporting-files.md): Use Transaction Metrics and Summary, export a summary PDF, and upload or view carrier files. - [Read payment notification emails](https://agencymesh.app/help/payment-notifications.md): Load the company notification mailbox, review parsed payment details, and investigate missing messages. - [Review and update carrier access details](https://agencymesh.app/help/credential-manager.md): Find an office’s carrier fields, review invalid-credential notices, and save an authorized correction. - [Bank deposits and receipts](https://agencymesh.app/help/bank-deposits.md): Upload a bank deposit receipt from Transaction Files, use a Dashboard missing-row shortcut when available, and find or correct saved deposits in Transaction Search. - [Set office goals and review agent progress](https://agencymesh.app/help/goal-management.md): Save monthly office targets, read goal progress, and understand how office assignments determine agent targets. - [Reports index](https://agencymesh.app/help/reports-index.md): Choose a report for the question you need to answer, then compare results using matching dates and filters. - [Find and maintain training documents and scripts](https://agencymesh.app/help/training-documents-and-scripts.md): Read a PDF or script, upload training documents, revise a file, and maintain call and text templates. - [Study and maintain flash cards](https://agencymesh.app/help/training-flashcards.md): Review a deck, create cards, change their order, and check saved revisions. - [Create and revise a training quiz](https://agencymesh.app/help/training-quizzes.md): Set quiz options, build questions, mark correct answers, and save a version for assignment. - [Take quizzes, assign training, and review results](https://agencymesh.app/help/training-assignments-and-results.md): Start an assignment, submit or retake a quiz, assign a version, and inspect learner results. - [Get office directions](https://agencymesh.app/help/office-directions.md): Get driving directions from the Dashboard office directory, or compare nearby offices in Directions. - [Check office internet and your connection](https://agencymesh.app/help/internet-and-ip.md): See an office’s connection status, review recent outages, and give support useful details. - [Create and follow up on a support ticket](https://agencymesh.app/help/office-tickets.md): Report an office problem, add updates and pictures, and confirm when the issue is fixed. - [View office cameras](https://agencymesh.app/help/office-cameras.md): Open Camera Wall, choose an office camera, and set the shared default channel when permitted. - [Find and check a workstation](https://agencymesh.app/help/workstations.md): Locate an office computer, read its status, and choose the next support step. - [Start a workstation support session](https://agencymesh.app/help/workstation-connect.md): Choose the right computer, connect for an approved support task, and disconnect when finished. - [Look up a property record](https://agencymesh.app/help/property-records.md): Choose a property address, review the matching result, and check the facts you need. - [Look up a vehicle by VIN](https://agencymesh.app/help/vin-lookup.md): Enter a VIN and model year, review the vehicle details, and resolve a mismatch. - [Find a Texas insurance license](https://agencymesh.app/help/texas-insurance-licenses.md): Search by license number or full name, then confirm you have the correct record. - [Convert photos and create QR codes](https://agencymesh.app/help/photo-and-qr-tools.md): Prepare a supported photo for use or generate a QR code you can check before sharing. - [Manage users and sign-in sessions](https://agencymesh.app/help/administration-users-and-sessions.md): Create Office or Agent accounts, assign access and phones, and end sessions. - [Manage groups, offices, and zones](https://agencymesh.app/help/administration-groups-and-zones.md): Organize team and office access, change zone membership, and check the result. - [Change settings and check office health](https://agencymesh.app/help/administration-options-and-health.md): Find company settings, update Dashboard or alert choices, and follow up on office setup checks. - [Review billing and invoices](https://agencymesh.app/help/billing-and-invoices.md): Check the account and usage period, find an invoice, or open the billing portal.