Find apps and choose your office
About this guide
Last reviewed October 2, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Find pages in the left navigation. Select Search navigation (magnifying glass) and type in Find a page…, or press Ctrl+K / ⌘K outside a text field. On a phone, select Menu (three horizontal lines).
Choose an app or page
Section titled “Choose an app or page”On a computer, hover over the left icons to show names, or select an app icon to expand its pages. Select the page you need. On a phone, open Menu, expand the app name, and select the page.
| Item | Guidance |
|---|---|
| Dashboard | Select the AgencyMesh logo to return to Action Items, Communications, and the leaderboard. |
| Reports | Call Metrics, Quote Metrics, Transaction Metrics, E-Sign Report, Quotes Report, and To-Do Report are grouped here. |
| Ask AgencyMesh stars icon | Use Chat for typed questions or voice, or Writer for message drafts. Assistant help. |
| Notifications bell | Open your notification panel; View all notifications opens the full inbox. Read, archive, or publish an announcement. |
| User menu person icon | Choose Appearance (Light, Dark, or System), open Support Chat, or Sign out. Appearance choices. |
| Sun / moon-and-stars icon | Shows the current Light/Dark mode; select it to switch. Hidden when System is selected. |
Open the page you need
Section titled “Open the page you need”| Item | Guidance |
|---|---|
| E-Signatures | Send a standalone PDF signature request; add an agent signature. |
| Workflows | Multi-step customer and staff tasks, including files and signing. Separate from standalone E-Sign; open this direct link because Workflows is not listed in the navigation menu. |
| Leads Report · Sync Leads | Find leads and record follow-up; Administrators set up recurring Google Sheets imports in Sync Leads. |
| Quotes Report · To-Do Report | Quote or AMS follow-up history, under Reports. |
| Active Calls · Call Search | Current calls or call history. |
| Messaging · Message Search | Send MMS or find messages and delivery results. |
| Two-Factor | Received verification messages and saved authenticator codes. |
| Call Metrics · Quote Metrics · Transaction Metrics | Compare activity and results. |
| Office Goals · Agent Goals | Progress against monthly targets; Managers use Set Office Goals. |
| Transaction Search · Matching | Find financial records and reconcile differences. |
| Transaction Queue · Files · Summary | Run accounting imports, upload files, or review totals. |
| Payment Notifications · Credential Manager | Payment messages or carrier login records, according to your role. |
| Training Hub · My Assignments | Documents, Scripts, Flash Cards, Quizzes, and assigned training. |
| Directions | Use Dashboard > Communications > Directory > Offices for a route to a named office, or Directions to compare nearby offices. Directions help. |
| Internet · My IP Info | Office connection status or this browser’s public IP. |
| Tickets · Cameras · Workstation Connect | Office issues, cameras, and remote computer access. |
| Photo Converter · QR Generator | Convert photos or create a QR code. |
| Property Records · VIN Lookup · Texas Ins. Licenses | Public-record searches. |
| Administration | Users, offices, zones, settings, sessions, health, and billing. Compare roles and access. |
Choose your office or calling phone
Section titled “Choose your office or calling phone”Use How to find the right device to match a phone’s device label to the MAC address on its bottom sticker.
| Item | Guidance |
|---|---|
| Agent account | Choose an office. Calling uses your assigned phone when configured. |
| Office account | Choose an indented phone row for click-to-dial. Choosing only the office changes Dashboard scope without selecting a calling device. |
| All Offices | Combined office overview when available; does not select a phone for calling. |
- On Dashboard, select the building-icon button in the top bar. It shows your current office or All Offices; its tooltip begins Phone / Office. Use Search offices or phones to find a location or device.
- Choose the office or phone row. Selected: shows the current choice.
Office, zone, and report scope
Section titled “Office, zone, and report scope”| Item | Guidance |
|---|---|
| Phone / Office | Sets Dashboard’s selected office or phone. Some panels use all permitted offices or zone rules; see the Dashboard comparison. |
| Zone Shift | Can expand an eligible queue after its selected-office work is cleared. Office accounts see the zone queue; Agent accounts share it among active agents. It does not expand Bank Deposits or Missed Calls. Zone Shift details. |
| Report Office / Scope filters | Control that report’s results. They do not change office assignments or the Dashboard phone. Agent and Office report scopes can differ from Dashboard queues. |
Missing a page or office?
Section titled “Missing a page or office?”Ask an administrator to check Administration > Users > Manage > Roles for page access and Manage > Office’s for assigned offices. Account type and role differences.
After access changes, use Sign out and sign back in.