Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
CRM Settings
Everything you can configure in the CRM Settings page — automation enable/disable, mail provider, shared mailbox vs user principal, daily email cap, Teams notification channel, and HTML email templates with placeholders.
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.
Customers
A Customer is an established account in AB Sales Management Service — typically promoted from a qualified Lead. Customers can carry multiple Contacts and Opportunities.
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.
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.
Task Statuses and Workflows
How task statuses work in AB Projects: a per-project, fully configurable set (colors, order, auto-progress %, a 'marks complete' status) seeded from a project-type template. Status changes require a reason and post to your Teams channel. No enforced transitions — AB adapts to your process.
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.