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 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.
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.
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, 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 ActionBridge MCP tools that let AI assistants work with both AB Projects (tasks, documents) and AB Sales (leads, contacts, opportunities, customers) — every change recorded and posted to the linked Teams channel.
Becoming a Project Member in AB Projects
In AB Projects, project membership follows the connected Microsoft Teams channel. You're added automatically when the roster syncs — you don't have to visit the tab first to be a member, be assigned, or be mentioned.
Teams Channel and Project Linking in AB Projects
Learn how AB Projects links each Microsoft Teams channel one-to-one with a project, and how membership follows the channel automatically — opening the tab syncs the whole roster, so members don't each need to visit to be added, assigned, or mentioned.
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.
Why AB Projects Requires Microsoft Graph Permissions
The Microsoft Graph API permissions AB Projects uses and why — covering Teams channel linking and roster sync, posting task activity and syncing thread replies, Outlook calendar scheduling, and Microsoft SSO. The Entra app registration / consent screen is the authoritative list.
Images or Files Won't Upload
Image won't upload in AB Projects? Images are embedded via the editor (comments, descriptions) and icon pickers, stored in AB Projects storage — not OneDrive/SharePoint. Check format, size, your signed-in session, and network.
Microsoft Teams App Doesn't Load
AB Projects tab not loading in Microsoft Teams? Work through reloading, updating/restarting the Teams client, Microsoft SSO and admin consent, clearing Teams cache, unblocking blz.actionbridge.io on the network, and checking app install/consent.
I Can't See My Tasks
Tasks not showing in AB Projects? Work through project selection, the filter panel (completed/omitted hidden by default and remembered), the List/Gantt/Kanban views (Gantt needs dates), Teams-channel membership sync, and reloading.
Confidentiality and Enterprise Agreements
How confidentiality works in AB Projects: access is scoped by Teams channel membership and Microsoft identity, with a full audit trail. There is no per-task privacy flag, NDA workflow, watermarking, or access expiration; NDAs and private terms are handled via Enterprise agreements.
SSO and Microsoft Login
AB Projects uses Microsoft SSO (Microsoft Entra ID) for password-free sign-in with your Microsoft 365 account. No separate password and no per-user license to assign; project access follows your Teams-channel membership.
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
What you can configure for AB Projects notifications: your personal task digest's delivery method (email/Teams) and schedule, in Settings → Task Reminders. Real-time Teams channel activity is automatic; per-event toggles, task following, per-task due reminders, and an in-app inbox don't exist yet.
Language and Locale Settings
AB Projects is localized into English, Japanese, French, German, Spanish, Portuguese, Italian, Korean, and Chinese (Simplified/Traditional), with Arabic and Russian on the Teams listing/bot. Set your language in the Settings tab; English is the fallback.
Editing Your Profile and Icon
Edit your AB Projects profile from the Settings tab: display name, profile icon, language, timezone, and email signature. Your name and icon are seeded from Microsoft 365 and appear in tasks, comments, mentions, and Teams Adaptive Cards.
Integration with Microsoft Teams and Adaptive Cards
How AB Projects integrates with Microsoft Teams: one-to-one channel tab, Adaptive Cards posted for every comment and task change with a two-way thread, the chip-picker mention model that fires Teams @mentions, and Microsoft SSO with channel-driven membership (no license gate).
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.
Notifications and Reminders
How notifications work in AB Projects: real-time Adaptive Card activity and @mentions in the linked Teams channel, plus a per-user scheduled digest of your top open tasks by email and/or Teams direct message, configured in personal Settings → Task Reminders.
Adaptive Cards and Task Previews
Learn how AB Projects posts Microsoft Teams Adaptive Cards for every comment and every task change. Cards show priority, dates, a change diff, progress, status, assignee, counts, and an Open button, and replies sync back to the task.
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.
Installing the AB Projects Teams App
Learn how to install the AB Projects app in Microsoft Teams as a personal app or a channel tab. Includes the channel setup flow (create or link a project, project types), the included bot, and Microsoft SSO sign-in.
Inviting Team Members via Microsoft Teams
AB Projects onboards your whole team through Microsoft Teams automatically: once the AB Projects tab is connected to a channel, every channel member is added to the project and kept in sync — no one-by-one email invites. Admins can also manually invite specific channel members.
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
AB works across Microsoft Teams, web browsers, and mobile devices. Learn how the platform supports SSO, adaptive cards, and a multilingual interface for global teams.
What is ActionBridge?
ActionBridge (AB) is a family of AI-assisted apps inside Microsoft Teams — AB Projects for task and project management and AB Sales for CRM — 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) or browse the shared basics: account, security, and AI/MCP.