Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Who Can See Your Tickets and Customers
Who has access to an AB Support desk's tickets and customers — desk membership, and why one desk (or another AB product) can never see another's data.
AB Support Troubleshooting
Fixes for the most common AB Support snags — no inquiry cards in the channel, email not syncing, the AI answering wrong, and the web-chat widget not appearing.
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.
Your Customer Store
Everyone who contacts your AB Support desk becomes a customer record, recognized by email so returning people bring their history. It's AB Support's own store, separate from the AB Sales CRM.
Assigning Tickets to Your Team
How to assign a support ticket to a teammate so a real team can divide the work, plus how assignment differs from AI-vs-human handling.
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.
Web Forms: Turning “Contact Us” into Tickets
A Contact us web form becomes a ticket; the reply is emailed to the visitor. Use the hosted form or POST your own to the endpoint.
The Web Chat Widget
The AB Support web chat widget — a chat bubble you embed with one script tag. How to add it, its options, and what visitors see.
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 a Support Ticket Works
How an AB Support ticket works: the AI answers first from your knowledge base, then hands off to a human when needed, with the full conversation and a suggested reply.
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.
AB Sales Troubleshooting
Answers to the most common AB Sales questions — an empty Contacts tab, missing workspaces, email that won't send, sample data, and sign-in issues.
Labels: Tagging and Segmenting Leads
Labels are colored tags you attach to leads to segment your pipeline by temperature, size, or industry. Every workspace ships with a default set, the AI can auto-apply them, and you can filter and group by label.
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.
Research with AI
Research with AI enriches a lead — finds its website, reads the homepage, and fills in a company summary, contact email, and suggested labels. It does not move the lead through the funnel.
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.
How the AB Sales Funnel Works
How a lead moves through the AB Sales funnel — Lead → Contact → Opportunity → Customer — what advances each stage, and why AI research enriches a lead without moving it.
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.
Opportunities
An Opportunity is a specific deal in AB Sales — an amount, a close date, and a stage. Attached to a customer or a lead; win and convert it to turn a lead into a customer.
Customers
A Customer is an established account in AB Sales — usually converted from a won lead. Customers carry multiple Contacts and Opportunities and can be archived without losing history.
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.
Document Comments and Teams Notifications
Learn how to discuss project documents and how document creation and edits notify your linked Teams channel.
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.
Creating and Editing Documents
Learn how to create, organize, edit, preview, and review versions of project documents in ActionBridge.
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.
AI Support Features in AB Projects
Every AI capability in AB Projects today: dashboard greeting, task summary, suggested subtasks, task extraction from meeting recordings, the Teams bot's commands and conversational answers, the digest's Today's focus note, and MCP assistants — all clearly disclosed, none acting without you.
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.
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.
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.
Exporting and Accessing Project Data
AB Projects has no CSV/Excel export of task or project data yet. How your data is preserved (per-task change history, the Teams channel record) and how to get it out today: filtered views, AI assistants over MCP, and asking support.
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.
Notifications and Reminders
The three notification types in AB Projects: real-time Adaptive Card activity in the linked Teams channel (with per-project category toggles), a scheduled top-10 task digest by email or Teams chat, and one-shot per-task deadline reminders set with the task's bell.
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.