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Release notes

2 min readReviewed
About this guide

Last reviewed October 2, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Recent app changes and the Help guides for using them.

October 2 — Directions, voice, appearance, and queue alerts

Section titled “October 2 — Directions, voice, appearance, and queue alerts”
  • Office directions now start from Dashboard’s office directory; the full Directions page still compares nearby offices.
  • Zone Shift lightning icons show the schedule and unavailable reasons. Notifications includes the one-hour reminder and shift-start notice.
  • Transaction Queue notifications tell Accounting when a manual batch finishes, including failures and qualified transaction totals.
  • Appearance offers Light, Dark, and System, with different saved-choice behavior for Agent and Office accounts.
  • Ask AgencyMesh voice adds spoken questions and audio replies to Chat, with full text answers and source links in the conversation.

2026.10 — Company setup, notifications, and lead sync

Section titled “2026.10 — Company setup, notifications, and lead sync”
  • Self-serve setup creates a company and first administrator, with an optional office and follow-up team setup.
  • Navigation uses a left menu and search. Metrics, E-Sign Report, Quotes Report, and To-Do Report are under Reports; Support Chat is in User menu.
  • Notifications adds an inbox, read/archive controls, and office or company announcements with role targeting.
  • Sync Leads connects Google Sheets with first-import and office-assignment choices. Lead follow-up adds optional names, Notes, Sold, and DNC.
  • E-Sign supports optional SMS signing links, adding more PDFs, and separate email/SMS outcomes.
  • AgencyMesh AI and Notifications share the panel pin choice. Workflow Queue supports paging, and ticket pictures have a 45 MB combined limit.

  • Combined navigation and the app reference into Apps, offices and phones, with direct app links.
  • Shorter task steps, with comparisons for Agent/Office accounts, roles, Dashboard scope, and Zone Shift.
  • E-Sign covers Add Agent Signature, Save My Signature, and Fill Agent Fields.
  • Ask AgencyMesh covers persistent Chat and Writer; Workflows covers customer and staff steps.

  • Launched the public website and Help guides for daily work, Administration, and office tools.
  • Added searchable Help and downloadable text formats.

Each guide lists its review date and verified release. Available app controls also depend on your account access and your organization’s enabled features.