Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Installing AB Support in Teams
How to add AB Support to a Microsoft Teams channel and turn it into a working support desk. Your agents work in Teams; your customers never touch it.
The AB Support Dashboard
The AB Support tab opens on a dashboard that shows your desk's health at a glance; the ticket list is the second view. What each metric means and how to switch views.
Turning Support Email into Tickets
Connect your support mailbox so email becomes tickets and replies go back by email. Needs a one-time Microsoft 365 admin consent — here's the setup.
Support Desks: Your Workspace per Channel
A desk is your AB Support workspace for one Teams channel — its own tickets, customers and settings, independent of AB Projects and AB Sales. Here's how one is created.
How Customers Reach You: Web Chat, Email & Forms
The three ways customers reach your AB Support desk — web chat, support email, and web forms — and how each becomes a ticket your team handles in Teams.
AB Support: Overview
AB Support is AI customer service inside Microsoft Teams — customers reach you by web chat, email and forms; the AI answers from your knowledge base and hands the rest to your team.
Who Can See What? (AB Sales)
Visibility in AB Sales is workspace-based: every workspace member sees that workspace's whole pipeline, each workspace's data is isolated, and roles (Owner/Admin/Member) control management, not visibility.
My Pipeline and the Workspace Dashboard
AB Sales has two overview screens — My Pipeline (your personal cross-workspace cockpit in the Home tab) and the per-workspace Dashboard. What each shows.
The Channel Tab and Notifications
The AB Sales channel tab gives your whole team one shared pipeline, and posts notifications to the channel when leads and customers are created. What everyone sees, and why it's the same for all members.
Sending Email from AB Sales
How AB Sales sends email — in plain terms. It sends from your own company mailbox through Microsoft 365, set up once by your admin. Covers the sending identity, choosing a mailbox, templates, and deliverability.
Sales Workspaces: Channel-Linked vs Standalone
A workspace is one self-contained CRM. AB Sales has two kinds — channel-linked (shared with a Teams channel) and standalone (yours in the personal app). How to create and switch between them.
Installing the AB Sales Teams App
How to install AB Sales in Microsoft Teams — as a personal app for your own pipeline and as a channel tab for a pipeline your whole team shares.
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.
CRM Settings
Everything in the CRM Settings page — automation on/off, the sending mailbox and daily email cap, the Teams notification channel, email templates, and labels. Owner/Admin only.
AB Sales: Overview
AB Sales is an AI-assisted CRM inside Microsoft Teams — capture leads, research them with AI, move them through a simple funnel, and convert the winners into customers, all where your team already works.
Connecting AI Assistants via MCP
Connect Claude, ChatGPT, Cursor, Windsurf, Codex CLI, or Antigravity to ActionBridge via MCP at https://mcp.actionbridge.io/mcp — the /mcp path is the step everyone misses. Per-client OAuth setup, what you get (tools, slash-command prompts, resources), licensing, and troubleshooting.
MCP Tools Reference
Every MCP tool ActionBridge exposes to AI assistants — ab_* tools for AB Projects (tasks, schedule, Documents, task-document links) and ab_crm_* tools for AB Sales (leads, opportunities, activities, email) — plus the built-in slash-command prompts and resources, and how licensing gates writes.
Becoming a Project Member in AB Projects
How you become a member of an AB Projects project: being in the linked Teams channel is the only requirement — the roster sync adds you as a Member automatically, and there is a checklist for names missing from the assignee or mention picker.
Teams Channel and Project Linking in AB Projects
How AB Projects links each Microsoft Teams channel one-to-one with a project: the link is made when the tab is added, membership syncs from the channel roster automatically, and comments flow between task and channel thread.
Why AB Projects Requires Microsoft Graph Permissions
Every Microsoft Graph permission AB Projects requests, mapped to the feature it powers: Teams channel linking and roster sync, task cards and comment sync in channels, Outlook calendar scheduling, and Microsoft SSO. Most access is delegated (limited to what you can already do); the Entra ID consent screen is the authoritative list.
Images or Files Won't Upload
Image won't upload in AB Projects? Uploads are images embedded via the editor (comments, descriptions) and the profile/project icon pickers — icons are capped at 2 MB — stored in AB's own cloud storage, not OneDrive/SharePoint. Check format, size, session, and network.
Microsoft Teams App Doesn't Load
AB Projects tab blank or stuck in Teams? Most load failures are the Teams client or sign-in, not the app: check for the AADSTS50020 personal-account error, allow the consent popup, restart and update Teams, clear its cache, and make sure blz.actionbridge.io isn't blocked.
I Can't See My Tasks
Tasks not showing in AB Projects? It's almost always a remembered filter, the wrong project or view (Gantt needs dates), or Teams-channel membership that hasn't synced — and if you can see tasks but not create them, it's a license seat, not a bug.
Who Can See What?
Visibility in AB Projects is decided by project membership: every member sees all of the project's tasks, comments, subtasks, and history. Roles (Owner/Admin/Member/Viewer) control what you can change, not what you can see — there are no private tasks. To hide work, use a separate channel and project.
Confidentiality and Enterprise Agreements
Confidentiality in AB Projects is done by Teams channel scoping, not per-task privacy: people outside the channel aren't project members and see nothing. There is no private-task flag, NDA workflow, watermarking, or access expiration — NDAs, data-processing terms, and private commercial arrangements are handled through Enterprise agreements.
Data Retention and Export
How AB Projects retains data: nothing is purged on a timer, change history and comments are preserved, and deleting a task is permanent — there is no recycle bin. Data is hosted on Microsoft Azure (Japan East). No self-serve export yet; exports and account-data deletion are handled by support on request.
SSO and Microsoft Login
AB Projects has no password of its own — you sign in with your Microsoft 365 work or school account through Microsoft Entra ID SSO, in Teams or at blz.actionbridge.io. Any organization can sign in; personal Microsoft accounts cannot (error AADSTS50020). Includes what to check when sign-in fails.
Managing Subscriptions, Billing & Licenses
How AB Projects pricing and licensing work: a free tier (first 10 active users per tenant) and a Basic plan ($3 per active user / month) purchased on Microsoft AppSource — including the activation page, assigning seats in Settings → Manage licenses, subscription status and history, free trials, and exactly what happens when you cancel or reduce seats.
Notification Preferences
How to control what AB Projects sends you: the personal task digest in Settings, per-task deadline reminders, following tasks with the in-app notification bell, and the project-wide Teams channel notification toggles for owners and admins.
Language and Locale Settings
AB Projects is available in 11 languages, detected automatically from your Microsoft Teams language when your profile is created. What the language setting changes, how to override it in Settings, and why dates stay in ISO format.
Editing Your Profile and Icon
How to change your AB Projects display name, profile photo, language, and timezone in the Settings tab. Your profile starts as a copy of your Microsoft 365 identity, then is edited independently inside AB Projects.
Integration with Microsoft Teams and Adaptive Cards
How AB Projects and Microsoft Teams fit together as one system: the one-to-one channel–project link, the tab, Adaptive Card posts with two-way thread sync, the chip-picker mention model, and Microsoft SSO with channel-driven membership.
Gantt Chart View and Timeline Tracking
How the AB Projects Gantt view works: tasks with start and due dates become status-colored bars with progress fill and dependency arrows; today and weekends are highlighted; dates are edited in the task detail panel (logged with a reason), not by dragging bars.
Daily Digest and AI Assistance
The AB Projects daily digest is sent to you, not written by you: up to 10 open tasks by due date, on the weekdays and time you set, by email and/or Teams — plus per-task deadline reminders and the AI assists you use during the day.
Adaptive Cards and Task Previews
What the Adaptive Cards AB Projects posts to your Teams channel actually show — priority, dates, a change diff, progress, badges, counts, and the Open button — when they're posted, and why replying under a card writes straight to the task.
Commenting with Mentions in Channels
How task comments sync two-way with the Microsoft Teams thread, and how the Mention in Teams notification picker controls exactly who gets @mentioned — including what happens with unregistered repliers and read-only Viewer members.
Using Tabs for Task Management
Manage tasks from the AB Projects channel tab in Microsoft Teams: List, Gantt, and Kanban views, creating tasks, the slide-in detail panel, comments with mentions, remembered filters, and how every change is logged with a reason and posted to the channel.
Installing the AB Projects Teams App
How to install AB Projects in Microsoft Teams: add the app from the Teams app store or Microsoft Marketplace, then add the channel tab to link a channel to a project — with automatic Microsoft 365 sign-in, project types, the included bot, and licensing basics.
Managing Project Settings
A tour of the AB Projects project settings page: identity, members, Teams channel notification toggles, GitHub integration, task workflow options, the Teams link, ownership transfer, leaving, and the unlink-before-delete rule.
Role-Based Access Control
The four project roles in AB Projects — Owner, Admin, Member, and Viewer — what each can do, how roles are changed, the guardrails around ownership and the last Admin, and how the read-only Viewer role differs from having no license seat.
Adding or Removing Members
How people join and leave an AB Projects project: the linked Teams channel is the roster — auto-sync adds the whole channel, the Team page invite covers stragglers, and removing someone for good means removing them from the channel too.
Understanding Projects and Teams
What a project is in AB Projects: a shared workspace of tasks, wiki, and documents tied one-to-one to a Microsoft Teams channel, with membership synced from the channel and four roles — Owner, Admin, Member, and Viewer.
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.
Inviting Team Members via Microsoft Teams
There are no email invites in AB Projects — adding someone to the linked Microsoft Teams channel is the invite. How automatic onboarding works, what happens on a person's first open, the manual invite option, guests, and how seats are granted.
Navigating the Interface
How to get around any ActionBridge app in Microsoft Teams — a personal app with a Home tab plus product tabs, channel tabs for shared team work, and the same data on the web.
Supported Platforms
Where you can use AB: inside Microsoft Teams on desktop, web, and mobile, from your browser, and through AI assistants via MCP — with a Microsoft 365 work or school account. Includes the 11 supported interface languages.
What is ActionBridge?
ActionBridge (AB) is a family of AI-assisted apps inside Microsoft Teams — AB Projects for task and project management, AB Sales for CRM, and AB Support for AI customer service — sharing one Microsoft account, sign-in, and billing.
AB Help Center
The ActionBridge Help Center — pick your product (AB Projects for task & project management, AB Sales for CRM, AB Support for AI customer service) or browse the shared basics: account, security, and AI/MCP.