Ask AgencyMesh for help
About this guide
Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10
On a signed-in page such as Dashboard, click the Ask AgencyMesh stars icon in the top bar. Requires the Agent or Administrator role.
Ask a question
Section titled “Ask a question”- 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.
- 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.
Ask by voice
Section titled “Ask by voice”- Send or copy any unsent draft first: speech replaces the Chat input. Click the microphone’s Start voice button and allow browser microphone access.
- When Listening… appears, speak. Questions send automatically; full answers and source links appear in Chat. Click Enable sound if offered.
- 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.
Polish a message
Section titled “Polish a message”- Open Writer and paste into Your message.
- Choose Tone (Motivational, Direct, Firm, or Professional), Format (Email, Text message, or Talking points), and Language (English or Spanish).
- 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.
Get a useful carrier answer
Section titled “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 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.
Continue a chat
Section titled “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.
Fix a problem
Section titled “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.