# AgencyMesh Docs

> Short steps for everyday work in AgencyMesh.

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

Last reviewed October 7, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Find a task or search by app, field, or button name.

## Start here

1. [Sign in](https://agencymesh.com/help/accounts-and-sign-in.md) — Use your team account.
2. [Choose your office](https://agencymesh.com/help/navigation-and-scope.md) — Find your office and calling phone.
3. [Start a task](https://agencymesh.com/help/dashboard.md) — Contact a customer and save the result.

Starting a new company? Follow [Onboarding](https://agencymesh.com/help/self-serve-onboarding.md).

See what to use as an [Accounting, Manager, or Agent user](https://agencymesh.com/help/dashboard-by-role.md).

## What do you need to do?

- [Follow up with a customer](https://agencymesh.com/help/leads-and-quotes.md) — Work leads, quotes, and To-Do Calls.
- [Call or send a message](https://agencymesh.com/help/calls-and-messaging.md) — Choose a phone, send an attachment, or find a past message.
- [Get a document signed](https://agencymesh.com/help/e-signatures.md) — Send a standalone E-Sign request.
- [Start a Workflow](https://agencymesh.com/help/customer-workflows.md) — Collect answers, files, photos, and signatures in several steps.
- [Find a transaction](https://agencymesh.com/help/transactions.md) — Search payments, compare records, or upload a receipt.
- [Fix a problem](https://agencymesh.com/help/troubleshooting.md) — Get back into your account or recover a failed task.

## All guides

Choose a topic. Guides start with the steps to finish the task.

### Getting Started

- [Getting started](https://agencymesh.com/help/getting-started.md)
- [Onboarding: set up your company](https://agencymesh.com/help/self-serve-onboarding.md)
- [Sign in and sign out](https://agencymesh.com/help/accounts-and-sign-in.md)
- [Find a page and choose your office](https://agencymesh.com/help/navigation-and-scope.md)
- [Set your script name and status feedback](https://agencymesh.com/help/user-preferences.md)
- [Change your colors and display mode](https://agencymesh.com/help/appearance.md)

### Daily Work

- [Dashboard by role](https://agencymesh.com/help/dashboard-by-role.md)
- [Work your daily tasks](https://agencymesh.com/help/dashboard.md)
- [Follow up with customers](https://agencymesh.com/help/leads-and-quotes.md)
- [Add and follow up with leads](https://agencymesh.com/help/lead-management.md)
- [Import leads from Google Sheets](https://agencymesh.com/help/leads-sync.md)
- [Ask AgencyMesh for help](https://agencymesh.com/help/agencymesh-ai.md)
- [Read updates and send announcements](https://agencymesh.com/help/notifications.md)

### Calls & Messages

- [Call or message a customer](https://agencymesh.com/help/calls-and-messaging.md)
- [Send an attachment by text](https://agencymesh.com/help/sms-messaging.md)
- [Find a text message](https://agencymesh.com/help/sms-search.md)
- [Get a two-factor code](https://agencymesh.com/help/security-and-two-factor.md)

### E-Sign & Workflows

- [Send an E-Sign request](https://agencymesh.com/help/e-signatures.md)
- [Start a Workflow](https://agencymesh.com/help/customer-workflows.md)
- [Create and manage Workflows](https://agencymesh.com/help/process-workflows.md)
- [Add and review Workflow files](https://agencymesh.com/help/workflow-files-photos-and-esign.md)
- [Complete your Workflow tasks](https://agencymesh.com/help/workflow-participant-experience.md)
- [Use Classic Workflows](https://agencymesh.com/help/legacy-workflows.md)

### Transactions

- [Transactions](https://agencymesh.com/help/transactions.md)
- [Upload a bank deposit](https://agencymesh.com/help/bank-deposits.md)
- [Find and match payments](https://agencymesh.com/help/transaction-search-and-matching.md)
- [Transaction reports and files](https://agencymesh.com/help/transaction-reporting-files.md)
- [Run carrier reports](https://agencymesh.com/help/transaction-queue.md)
- [Find payment emails](https://agencymesh.com/help/payment-notifications.md)
- [Fix carrier access](https://agencymesh.com/help/credential-manager.md)

### Reports & Goals

- [Find a report](https://agencymesh.com/help/reports-index.md)
- [Record and review calls](https://agencymesh.com/help/call-tools-and-reports.md)
- [Follow up on quotes](https://agencymesh.com/help/quote-reports.md)
- [Complete renewal calls](https://agencymesh.com/help/ams-todos.md)
- [Track goals and results](https://agencymesh.com/help/goals-and-reports.md)
- [Set monthly goals](https://agencymesh.com/help/goal-management.md)

### Training

- [Start training](https://agencymesh.com/help/training-hub.md)
- [Take or assign a quiz](https://agencymesh.com/help/training-assignments-and-results.md)
- [Use documents and scripts](https://agencymesh.com/help/training-documents-and-scripts.md)
- [Study with flash cards](https://agencymesh.com/help/training-flashcards.md)
- [Create a quiz](https://agencymesh.com/help/training-quizzes.md)

### Office Tools

- [Find office help](https://agencymesh.com/help/office-tools.md)
- [Get office directions](https://agencymesh.com/help/office-directions.md)
- [Report a problem](https://agencymesh.com/help/office-tickets.md)
- [Check an internet connection](https://agencymesh.com/help/internet-and-ip.md)
- [View office cameras](https://agencymesh.com/help/office-cameras.md)
- [Find a computer](https://agencymesh.com/help/workstations.md)
- [Connect to a computer](https://agencymesh.com/help/workstation-connect.md)
- [Find records and file tools](https://agencymesh.com/help/public-records-and-utilities.md)
- [Find a property record](https://agencymesh.com/help/property-records.md)
- [Look up a vehicle](https://agencymesh.com/help/vin-lookup.md)
- [Find a Texas insurance license](https://agencymesh.com/help/texas-insurance-licenses.md)
- [Convert photos or make QR codes](https://agencymesh.com/help/photo-and-qr-tools.md)

### Team Settings

- [Manage your company](https://agencymesh.com/help/office-administration.md)
- [Manage users and sessions](https://agencymesh.com/help/administration-users-and-sessions.md)
- [Set up offices and zones](https://agencymesh.com/help/administration-groups-and-zones.md)
- [Change settings and check office health](https://agencymesh.com/help/administration-options-and-health.md)
- [Find invoices or change payment details](https://agencymesh.com/help/billing-and-invoices.md)

### Help & Fixes

- [Fix a problem](https://agencymesh.com/help/troubleshooting.md)
- [Get the right access](https://agencymesh.com/help/roles-and-permissions.md)
- [File sizes and dates](https://agencymesh.com/help/files-dates-and-limits.md)
- [What’s new](https://agencymesh.com/help/release-notes.md)

## Still need help?

In AgencyMesh, open **User menu > Support Chat**. Share the page, office, error, and what you tried. Leave out passwords, codes, and private customer links.