Use customer and team data only when you need it.

Use only what the task needs

AgencyMesh can contain customer contact, workflow, communication, payment, office, device, training, and user information. Enter, upload, or share only the data required for the approved business task.

Keep information where it belongs

Use workflows for participant tasks and files, transaction records for accounting evidence, Training Hub for approved learning content, and tickets for sanitized support context. Avoid moving the same information through unrelated pages or exports.

• Remove unrelated customer data from uploads and screenshots.
• Do not use training or AI prompts as permanent customer-record storage.
• Treat participant and signing links as private access links.

Connected services can affect what you see

Some actions depend on connected calling, messaging, email, payment, AI, mapping, public-record, monitoring, or remote-support providers. Their delivery, availability, and records can affect what AgencyMesh displays.

Public website analytics

Analytics for the AgencyMesh public website and Help Center is currently disabled. No Microsoft Clarity tracking script is downloaded.

Your agreement sets retention and legal requirements

This page is product-use guidance, not a full legal privacy notice. The customer organization and its governing agreements determine applicable retention, disclosure, regulatory, and data-subject processes. Contact the authorized administrator for those policies.