# AgencyMesh

> Product guidance for AgencyMesh: connecting agency systems across agent workflows, operations, and IT.

These public guides explain AgencyMesh without customer-specific data, credentials, private participant links, or internal installation details. Standalone E-Sign requests are distinct from multi-step Workflows.

## Essential documentation

- [Docs](https://agencymesh.com/help/): Search and browse all guides.
- [Docs as Markdown](https://agencymesh.com/help/index.md): Machine-readable Docs home.
- [Getting started](https://agencymesh.com/help/getting-started.md): Sign in, choose your office, and complete your first task.
- [Troubleshooting](https://agencymesh.com/help/troubleshooting.md): Recover from common problems safely.
- [Help topic map](https://agencymesh.com/help/help-registry.json): Links AgencyMesh areas to the matching Help sections.
- [Assistant knowledge export](https://agencymesh.com/help/agencymesh_help.json): Complete reviewed articles, sections, keywords, module mappings, and canonical links with a content digest.

## Getting Started

- [Getting started](https://agencymesh.com/help/getting-started.md): Sign in, choose your office, and finish your first task.
- [Onboarding: set up your company](https://agencymesh.com/help/self-serve-onboarding.md): Create a company, add an office, and invite your team.
- [Sign in and sign out](https://agencymesh.com/help/accounts-and-sign-in.md): Use your team account, compare account types, and fix common sign-in problems.
- [Find a page and choose your office](https://agencymesh.com/help/navigation-and-scope.md): Search the menu, choose a calling phone, and understand office filters.
- [Set your script name and status feedback](https://agencymesh.com/help/user-preferences.md): Add your name to scripts on a shared account and choose quieter status updates.
- [Change your colors and display mode](https://agencymesh.com/help/appearance.md): Choose Light, Dark, or System and set your accent color.

## Daily Work

- [Dashboard by role](https://agencymesh.com/help/dashboard-by-role.md): See what Accounting, Manager, and Agent users do on the Dashboard.
- [Work your daily tasks](https://agencymesh.com/help/dashboard.md): Choose an office, contact customers, and save follow-up results.
- [Follow up with customers](https://agencymesh.com/help/leads-and-quotes.md): Find the next lead, quote, or renewal call and record what happened.
- [Add and follow up with leads](https://agencymesh.com/help/lead-management.md): Add leads, import a CSV, and save or correct follow-up outcomes.
- [Import leads from Google Sheets](https://agencymesh.com/help/leads-sync.md): Connect a sheet, choose offices, and schedule new lead imports.
- [Ask AgencyMesh for help](https://agencymesh.com/help/agencymesh-ai.md): Ask by text or voice, or use Writer to improve a message.
- [Read updates and send announcements](https://agencymesh.com/help/notifications.md): Read grouped updates, set up desktop alerts, and send a team announcement.

## Calls & Messages

- [Call or message a customer](https://agencymesh.com/help/calls-and-messaging.md): Choose your calling phone or send a customer an attachment.
- [Send an attachment by text](https://agencymesh.com/help/sms-messaging.md): Send an image or PDF and find its delivery result.
- [Find a text message](https://agencymesh.com/help/sms-search.md): Search message history and find delivery status or attachments.
- [Get a two-factor code](https://agencymesh.com/help/security-and-two-factor.md): Copy a sign-in code or manage an office authenticator.

## E-Sign & Workflows

- [Send an E-Sign request](https://agencymesh.com/help/e-signatures.md): Upload PDFs, add fields, send the link, and download the signed copy.
- [Start a Workflow](https://agencymesh.com/help/customer-workflows.md): Choose a plan, invite people, and finish each task.
- [Create and manage Workflows](https://agencymesh.com/help/process-workflows.md): Build reusable tasks, assign people, and move work through review.
- [Add and review Workflow files](https://agencymesh.com/help/workflow-files-photos-and-esign.md): Prepare signing PDFs, request evidence, and download finished files.
- [Complete your Workflow tasks](https://agencymesh.com/help/workflow-participant-experience.md): Answer questions, upload PDFs, take photos, and sign documents.
- [Use Classic Workflows](https://agencymesh.com/help/legacy-workflows.md): Publish a template, send it to a customer, and review their work.

## Transactions

- [Transactions](https://agencymesh.com/help/transactions.md): Find payments, compare records, and choose the right accounting tool.
- [Upload a bank deposit](https://agencymesh.com/help/bank-deposits.md): Submit a receipt, find a deposit, or correct its saved amount and dates.
- [Find and match payments](https://agencymesh.com/help/transaction-search-and-matching.md): Search transactions, compare sources, and make permitted corrections.
- [Transaction reports and files](https://agencymesh.com/help/transaction-reporting-files.md): Get transaction totals, save summaries, and upload supporting files.
- [Run carrier reports](https://agencymesh.com/help/transaction-queue.md): Import carrier reports, test access, and track each run.
- [Find payment emails](https://agencymesh.com/help/payment-notifications.md): Find a payment notice and open the matching transaction.
- [Fix carrier access](https://agencymesh.com/help/credential-manager.md): Find saved carrier details, correct them, and test access.

## Reports & Goals

- [Find a report](https://agencymesh.com/help/reports-index.md): Choose a report for calls, follow-up, transactions, or team progress.
- [Record and review calls](https://agencymesh.com/help/call-tools-and-reports.md): Submit call outcomes, find history, and compare call activity.
- [Follow up on quotes](https://agencymesh.com/help/quote-reports.md): Find a quote, save today’s contact, and compare results.
- [Complete renewal calls](https://agencymesh.com/help/ams-todos.md): Work To-Do Calls, save outcomes, and find follow-up history.
- [Track goals and results](https://agencymesh.com/help/goals-and-reports.md): Find your monthly target, progress, and the report behind a total.
- [Set monthly goals](https://agencymesh.com/help/goal-management.md): Save office targets and see how office and agent progress is calculated.

## Training

- [Start training](https://agencymesh.com/help/training-hub.md): Find an assignment or choose something to study.
- [Take or assign a quiz](https://agencymesh.com/help/training-assignments-and-results.md): Finish a quiz, retry an attempt, or review team results.
- [Use documents and scripts](https://agencymesh.com/help/training-documents-and-scripts.md): Read a PDF, use customer scripts, or choose the scripts your team sees.
- [Study with flash cards](https://agencymesh.com/help/training-flashcards.md): Study a deck, add cards, or change their order.
- [Create a quiz](https://agencymesh.com/help/training-quizzes.md): Write questions, mark answers, and save a quiz version.

## Office Tools

- [Find office help](https://agencymesh.com/help/office-tools.md): Get directions, report an issue, or find a device.
- [Get office directions](https://agencymesh.com/help/office-directions.md): Find a route to an office or compare nearby locations.
- [Report a problem](https://agencymesh.com/help/office-tickets.md): Create a ticket, add an update, or reopen an issue.
- [Check an internet connection](https://agencymesh.com/help/internet-and-ip.md): See an office outage or identify your browser’s connection.
- [View office cameras](https://agencymesh.com/help/office-cameras.md): Open a camera feed or set the office’s wall view.
- [Find a computer](https://agencymesh.com/help/workstations.md): Find a managed computer and see when it last connected.
- [Connect to a computer](https://agencymesh.com/help/workstation-connect.md): Start, use, and end a remote support session.
- [Find records and file tools](https://agencymesh.com/help/public-records-and-utilities.md): Choose a property, vehicle, or license lookup—or a photo or QR tool.
- [Find a property record](https://agencymesh.com/help/property-records.md): Search an address and use the returned property details.
- [Look up a vehicle](https://agencymesh.com/help/vin-lookup.md): Decode a VIN and resolve incomplete or mismatched details.
- [Find a Texas insurance license](https://agencymesh.com/help/texas-insurance-licenses.md): Search by license number or exact full name.
- [Convert photos or make QR codes](https://agencymesh.com/help/photo-and-qr-tools.md): Download a converted photo or a QR image.

## Team Settings

- [Manage your company](https://agencymesh.com/help/office-administration.md): Find users, offices, settings, and billing.
- [Manage users and sessions](https://agencymesh.com/help/administration-users-and-sessions.md): Add a coworker, assign access and phones, or end a sign-in session.
- [Set up offices and zones](https://agencymesh.com/help/administration-groups-and-zones.md): Add an office, give people access, or group offices in a zone.
- [Change settings and check office health](https://agencymesh.com/help/administration-options-and-health.md): Set company options and fix missing office information.
- [Find invoices or change payment details](https://agencymesh.com/help/billing-and-invoices.md): Open an invoice or update billing through the portal.

## Help & Fixes

- [Fix a problem](https://agencymesh.com/help/troubleshooting.md): Recover a page, find missing data, or give support the details they need.
- [Get the right access](https://agencymesh.com/help/roles-and-permissions.md): Find which role, account type, or office setting controls your task.
- [File sizes and dates](https://agencymesh.com/help/files-dates-and-limits.md): Choose the right file format, size, and reporting dates.
- [What’s new](https://agencymesh.com/help/release-notes.md): See recent app and Help changes.

## Public product and trust information

- [Public website](https://agencymesh.com/): Product overview and capability navigation.
- [Security overview](https://agencymesh.com/security): Public security boundaries and safe-use guidance.
- [Privacy overview](https://agencymesh.com/privacy): Public product-use privacy guidance.
- [Contact and support](https://agencymesh.com/contact): Safe support paths and diagnostics.

## Complete corpus

- [Complete AgencyMesh Docs corpus](https://agencymesh.com/help/llms-full.txt): All Help guides in one text file.