Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Knowledge Sources: How the AI Answers
The AI answers customers directly from the knowledge sources you point it at — an AB wiki and public help content — and cites them. What you put in those sources is what your customers get, so configure them carefully.
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.
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.
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.
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.