Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
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.
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.
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.
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.
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.
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.
Setting Due Dates and Priorities
Set task priority, start dates, and due dates in AB Projects. Learn where dates and priority appear, how to edit them, and why changes ask for a reason.
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.