# AgencyMesh > Product guidance for the AgencyMesh operations workspace. These public guides explain AgencyMesh without customer-specific data, credentials, private participant links, or internal installation details. Standalone E-Sign requests are distinct from multi-step Workflows. ## Essential documentation - [Help center](https://agencymesh.app/help/): Search and browse all guides. - [Help center as Markdown](https://agencymesh.app/help/index.md): Machine-readable Help home. - [Getting started](https://agencymesh.app/help/getting-started.md): Sign in, choose your office, and complete your first task. - [Troubleshooting](https://agencymesh.app/help/troubleshooting.md): Recover from common problems safely. - [Help topic map](https://agencymesh.app/help/help-registry.json): Links AgencyMesh areas to the matching Help sections. - [Assistant knowledge export](https://agencymesh.app/help/agencymesh_help.json): Complete reviewed articles, sections, keywords, module mappings, and canonical links with a content digest. ## Getting Started - [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. ## Administration - [Get started with Administration](https://agencymesh.app/help/office-administration.md): Find where to review users, manage office access, change settings, and check billing. - [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. ## AgencyMesh AI - [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. ## Dashboard - [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. ## Directions - [Get office directions](https://agencymesh.app/help/office-directions.md): Get driving directions from the Dashboard office directory, or compare nearby offices in Directions. ## E-Signatures - [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. ## Training Hub - [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. - [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. ## Tools - [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. ## Two-Factor - [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. ## Workflows - [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. - [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. ## Goals - [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. - [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. ## Leads - [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. - [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. ## Reports - [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. - [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. - [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. ## Text Messages - [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. - [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. ## Transactions - [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. - [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. ## Office Info - [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. - [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. ## Public Records - [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. - [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. ## Reference & Support - [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. ## Public product and trust information - [Public website](https://agencymesh.app/): Product overview and capability navigation. - [Security overview](https://agencymesh.app/security): Public security boundaries and safe-use guidance. - [Privacy overview](https://agencymesh.app/privacy): Public product-use privacy guidance. - [Contact and support](https://agencymesh.app/contact): Safe support paths and diagnostics. ## Complete corpus - [Complete AgencyMesh Help corpus](https://agencymesh.app/help/llms-full.txt): All Help guides in one text file.