# Troubleshooting AgencyMesh

> Fix common sign-in, missing-data, upload, and delivery problems, and gather useful details for support.

Language: en-US. Product guide: https://agencymesh.app/help/troubleshooting/.

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

Use the error and original record to decide whether to correct a field, retry, or ask for help.

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## Check whether the action already finished

Before retrying an unclear send, upload, or save, find the original record and check whether it finished. For an unknown payment, deposit, refund, or void, ask Accounting to verify the original transaction first.

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## If a page will not open

| Item | Guidance |
| --- | --- |
| Unsaved changes | Choose Cancel to keep editing; save before leaving. |
| Page failed to load | Use Retry or Open full page if offered. Check the original record before repeating a send or save. |

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## Resume or retry an Ask AgencyMesh answer

| Item | Guidance |
| --- | --- |
| Hidden conversation | Ask AgencyMesh > Continue Chat. |
| Interrupted Chat answer | Use Check response for a pending question. For Retry question, send or clear another draft first; click Send message if the question is restored to the input. |
| Stop an answer | **Stop response** stops waiting for a text answer; closing the panel ends voice, while a text answer can continue. |
| Wrong page information | Run the report again with the intended filters, then ask from that page. Follow the answer’s named source links when available. |
| Writer error | Correct the draft if needed, then Polish message. Stop keeps the draft. |
| Voice connection or sound | Allow the app’s microphone, use **Enable sound** when offered, or **Reconnect voice**. Read Chat before repeating a request. [Voice recovery](/help/agencymesh-ai/#ai-voice-recovery). |
| Appearance did not save | Select the mode again in **User menu > Appearance**. For **Sign in again to save your appearance.**, sign in again, then select it. [Appearance help](/help/appearance/). |

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## Resolve a sign-in or permission error

After a role or office change, use **Sign out**, then sign in again. For continued denial, ask an administrator to check [Administration > Users](https://app.agencymesh.app/administration?tab=users) > **Manage** for active status, **Account Type**, **Roles**, and **Office's**. Include the exact error or IP restriction message.

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## Find a missing record

| Item | Guidance |
| --- | --- |
| Dashboard office | Choose the correct entry in Phone / Office. |
| Report record | Check dates, Office, and Status; use Reset to remove uncertain filters. |
| Dashboard count changed | A teammate may have updated the item. Open the original record. |
| Leads / To-Do list differs | Report Agent assignments differ from [Dashboard](https://app.agencymesh.app/)’s active-user sharing. Use Office scope to compare the full office list. |

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## Find the delivery result

| Item | Guidance |
| --- | --- |
| Standalone E-Sign | More actions > View details > Event Log shows email and SMS outcomes. Resend email or Resend email & SMS is disabled for Viewed and Signed. |
| Process Workflow | Check People and Activity; use Remind for the intended participant. |
| Classic Workflow | Check Audit Timeline. Finish initial E-Sign preparation before Reminder / Send Link. |
| SMS / MMS | Messaging > Recently Sent Messages > View shows delivery errors. Use Text Messages > Search for older messages. |

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## Use the error message to choose the next step

| Item | Guidance |
| --- | --- |
| Access denied / 403 | Ask an administrator to check the action’s role and your office assignment. |
| Expired participant link | Ask the sender for a replacement; keep links private. |
| File rejected | Check format and size in [File limits](/help/files-dates-and-limits/#verified-upload-limits). |
| Date rejected | Use a start on or before the end and stay within the form’s displayed range limit. |
| Required selection | Choose the office, phone, participant, or other item named in the error. |
| Service unavailable | Save the exact error and check the existing result before retrying. |

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## Send a useful support request

open **User menu > Support Chat** and include the page, button clicked, expected result, actual result, exact error, office, approximate time, and record reference. Remove passwords, verification codes, private links, payment details, and unrelated customer information from screenshots.

## Related guides

- [Sign in to AgencyMesh](https://agencymesh.app/help/accounts-and-sign-in.md)
- [Files, dates, and limits](https://agencymesh.app/help/files-dates-and-limits.md)
- [Get and manage two-factor codes](https://agencymesh.app/help/security-and-two-factor.md)
- [Use Chat, voice, and Writer in AgencyMesh AI](https://agencymesh.app/help/agencymesh-ai.md)
- [Change light or dark mode](https://agencymesh.app/help/appearance.md)
- [Read notifications and send announcements](https://agencymesh.app/help/notifications.md)