# Ask AgencyMesh for help

> Ask by text or voice, or use Writer to improve a message.

Language: en-US. Product guide: https://agencymesh.com/help/agencymesh-ai/.

Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10

On a signed-in page such as [Dashboard](https://app.agencymesh.app/), click the **Ask AgencyMesh** stars icon in the top bar. Requires the Agent or Administrator role.

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## Ask a question

1. Open the record or run the report you want help with. In **Chat**, type in **Ask AgencyMesh a question…** Include the office, dates, and what you need.
2. Click **Send message** or press **Enter**. **Shift+Enter** adds a line. Ask follow-ups in the same chat; use **Copy answer** to copy the result.

Supported page details are included automatically. After changing filters, run the search again. You can also paste text for a summary or use **Ask about this page**. Starter cards and offered **Yes / No** replies send at once; **Missed calls** and **Transactions** cards ask about yesterday.

Chat finds and explains information. It does not send messages, change records, issue refunds, or finish Workflow tasks.

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## Ask by voice

1. Send or copy any unsent draft first: speech replaces the Chat input. Click the microphone’s **Start voice** button and allow browser microphone access.
2. When **Listening…** appears, speak. Questions send automatically; full answers and source links appear in Chat. Click **Enable sound** if offered.
3. To fix a name or amount, speak again. To type a correction, click **End voice call**, edit the text, and **Send message**.

**End voice call** stops the microphone and audio. While connecting, use **Cancel voice connection**. A lookup already started may still finish in Chat. The spoken answer may be shorter; use the full text for details. There is no audio replay.

A full page load, closing the panel, switching to Writer, signing out, or starting a new chat ends voice. Section changes can keep it running; wait through **Updating page context…** until **Listening…** returns. Voice never restarts on its own.

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## Polish a message

1. Open **Writer** and paste into **Your message**.
2. Choose **Tone** (Motivational, Direct, Firm, or Professional), **Format** (Email, Text message, or Talking points), and **Language** (English or Spanish).
3. Click **Polish message**. The result replaces your text. Edit it, then **Copy**. **Stop** keeps the existing text.

Writer uses your text and options, not Chat or page details. It does not send the message.

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## Get a useful carrier answer

Name the carrier, product, state, and facts that affect the question. Answer follow-up questions in the same chat. Open the answer’s source or [Training Hub > Documents](https://app.agencymesh.app/trainingHub/documents) for conditions and dates.

If the source does not answer the question, ask the carrier. Missing information does not mean a risk is declined or a discount is unavailable. Compare key names, amounts, dates, and statuses with the original record.

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## Continue a chat

- **Continue Chat** returns to your conversation; **Load older messages** shows earlier turns. **Latest message** jumps to the newest answer.
- **Close AgencyMesh AI** or **Escape** hides the panel. Typed answers keep running; **Stop response** stops waiting. **Start new chat** starts a new conversation and clears the unsent Chat question. Writer stays unchanged. Copy anything needed first; there is no past-chat picker.
- Text can return after a reload in the same tab and sign-in. Another tab has a separate chat; a new sign-in clears it.
- **Pin panels beside page / Unpin panels** changes the desktop layout for both Ask AgencyMesh and Notifications. **Expand AgencyMesh AI / Restore AgencyMesh AI panel width** changes an unpinned panel’s width.

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## Fix a problem

- **Answer stopped:** use **Check response** first if offered, then **Retry question**. If the question returns to the input, click **Send message**. Clear or send a different draft first.
- **No voice:** finish a pending Chat answer first. Allow microphone access, connect a microphone, or close the app using it. Then **Reconnect voice**. For no audio, use **Enable sound** and check the speaker output.
- **Connection lost:** look for the answer in Chat before reconnecting or resending. Reconnect starts a new call in the same chat. You can always continue by text.
- **Limits:** Chat, voice transcripts, and Writer allow 12,000 characters each. By default, voice ends after 15 minutes or about 2 idle minutes. Use **Start voice** to continue.
- **Session expired:** sign in again or start a new chat when asked. For repeated errors, use **User menu > Support Chat**. Keep passwords, codes, and private links out of questions.

## Related guides

- [Find a page and choose your office](https://agencymesh.com/help/navigation-and-scope.md)
- [Fix a problem](https://agencymesh.com/help/troubleshooting.md)
- [File sizes and dates](https://agencymesh.com/help/files-dates-and-limits.md)
- [Start training](https://agencymesh.com/help/training-hub.md)