Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Agents: CRM Automation
The Agent is the automation engine that finds missing websites, extracts contact emails from company pages, and sends a first-touch template email — on a 5-minute timer, with strict verification and daily caps. This article covers each stage, how to pause, and how to opt out a single lead.
Contacts
A Contact is a person attached to either a Customer or a Lead in AB Sales Management Service. One parent can carry multiple contacts — the buyer, the technical reviewer, the decision-maker.
Leads: Capturing and Qualifying Prospects
A Lead is a prospect you haven't yet established a relationship with. This article covers the status pipeline (New, Information filled, Contacted, Qualified, Disqualified), how the AI Get URL button works, and how leads get filled in manually or by the Agent.
AB Sales Management Service: Overview
AB Sales Management Service is the CRM side of AB Projects — leads, contacts, opportunities, customers, and an Agent that automates research and outreach. Lives in the same workspace, shares the same Microsoft Teams integration.
Linking Documents to Tasks and Finding Pages
Learn how to find project documents and create bidirectional links between documents and tasks in ActionBridge.
Project Documents (Wiki): Overview
Learn how to find, create, organize, and collaborate on project documents in ActionBridge.
Connecting AI Assistants via MCP
Connect Claude, ChatGPT, Cursor, Windsurf, Codex CLI, and Antigravity to AB Projects via the Model Context Protocol (https://mcp.actionbridge.io/mcp). Per-client OAuth setup, how access keys work, and troubleshooting.
MCP Tools Reference
Reference for the 17 AB Projects MCP tools — project, task, schedule, and Documents (Wiki) — that let AI assistants read and change your work, with every change recorded in history and posted to the linked Teams channel.
AI Support Features in AB Projects
What AI does in AB Projects today: an AI greeting on the dashboard, an AI summary and suggested subtasks on tasks, a Teams bot with commands plus conversational AI (1-on-1 and channel @mention), and MCP assistants — all with clear AI disclosure.
Data Retention and Export
How AB Projects retains data on Microsoft Azure: deletes are soft-deletes (no auto-purge, no self-serve restore window), change history and comments are preserved, and there is no built-in export yet — data export and recovery are handled as manual support requests.
Exporting and Accessing Project Data
AB Projects does not yet provide CSV/report export of task or project data. This article explains how data is preserved (per-task change history, the Teams channel record) and the ways to access it today (filtered views, MCP/AI queries, the scheduled digest).
Built-in Automation
AB Projects automates the routine work out of the box — status-driven progress, subtask roll-up, automatic Teams updates, channel-driven membership sync, and the scheduled digest. There is no custom if-this-then-that rule builder; this article explains what runs automatically.
Daily Digest and AI Assistance
How AB Projects helps daily: a per-user digest of your top open tasks (email/Teams, in Settings → Task Reminders), an AI summary on each task, AI-suggested subtasks you confirm before creating, and MCP AI assistants with clear AI disclosure.
Using Tabs for Task Management
Learn how to manage tasks inside Microsoft Teams with the AB Projects channel tab: List, Gantt, and Kanban views, creating tasks, the slide-in detail panel, comments and mentions, filtering, and how changes are logged and posted to the channel.
Subtasks and Task Hierarchy
Break large tasks into manageable subtasks in AB Projects. Create new subtasks, attach existing tasks, use AI suggestions, and review progress from the parent task.
Task Comments and Mentions
Add task comments in AB Projects, use rich-text formatting, mention project members in Teams notifications, and review or manage the resulting discussion.
Creating and Editing Tasks
Learn how to create, find, review, and edit tasks in AB Projects, including task fields, change reasons, comments, subtasks, linked documents, and reminders.
Creating Your First Task
Create your first task in AB Projects: open Tasks, enter the title and useful details, assign the work, save it, and continue from the task detail panel.
What is ActionBridge?
ActionBridge is the action-management platform for your whole company — built inside Microsoft Teams and around your AI agents. It ships today as AB Projects, the first of a growing family (AB Sales, AB HR, AB Learning Management, and more) designed to keep every team moving work forward.
AB Help Center
Find everything you need to get started and succeed with AB Projects — creating tasks, managing teams, the project Documents wiki, the AB Sales Management Service (CRM) with leads, customers and the automation Agent, Microsoft Teams integration, adaptive cards, notifications, and more.