What’s new
About this guide
Last reviewed October 7, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Find recent changes and the guides that explain them.
October 7 — Scripts and Team
Section titled “October 7 — Scripts and Team”- Scripts now sit below Dashboard follow-up status. Read call wording or use Copy SMS for a text message.
- Directory > Team now lists personal accounts, including signed-out accounts. Search and sort the list, move between pages, and use the Active/Away/Not active labels. Office names come from the account’s latest connection.
October 6 — Scripts, Team, and preferences
Section titled “October 6 — Scripts, Team, and preferences”- Call scripts add English and Spanish call/SMS wording to quotes, leads, and To-Do Calls. Administrators can choose each type’s default script.
- Directory > Team adds a team directory. Company settings control who appears.
- User preferences adds a script name for shared accounts and Encouraging or Quiet status feedback.
- Notifications explains desktop alerts, grouped updates, and when notices are marked read.
- Help uses shorter steps, with a Dashboard guide by role. Training, tickets, and Workflows have updated controls.
October 2 — Voice and office tools
Section titled “October 2 — Voice and office tools”- Ask AgencyMesh adds voice questions, with full answers in Chat.
- Directions opens from Dashboard’s office directory. Appearance adds Light, Dark, and System.
- Zone Shift icons show the schedule. Notifications adds shift reminders and Accounting batch results.
October — Setup and follow-up
Section titled “October — Setup and follow-up”- Onboarding creates your company and first account. Navigation search helps find pages.
- Announcements target offices and roles. Sync Leads imports from Google Sheets; leads support Notes, Sold, and DNC.
- E-Sign adds optional SMS links and more PDFs. Workflow Queue adds pages; ticket pictures allow 45 MB combined.
Earlier updates
Section titled “Earlier updates”September added clearer task guides, agent signing steps, and Chat and Writer help. The public Help center launched in August.
Each guide shows its review date and checked release. Your account access and company settings control which features appear.