Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Your Monthly Allowance: Transactions and AI Credits
AB Support meters two things each month — customer transactions and AI credits. What each one counts, where to watch what is left, the warning Home shows you at 80%, what happens when either runs out, and how Usage Packs add capacity.
Working the Ticket Queue
How to scan, filter, and work the AB Support ticket queue: new tickets appearing on their own, the inbox row signals, compact rows, long queues, quick filters and sort, saved filters, keyboard triage, Next ticket after resolving, and bulk actions.
Installing AB Support
How to install AB Support from the Microsoft Teams store and create your first support desk — from the Home tab in seconds, or as a channel tab — then work that same desk in Teams, Outlook or a browser. Your customers never install anything.
AB Support Troubleshooting
Fixes for the most common AB Support snags — replies stopping altogether, no inquiry cards, email not syncing, the AI answering wrong, the web-chat widget not appearing, WhatsApp and SMS not arriving, and signing in on the web.
Knowledge Sources: How the AI Answers
The AI answers customers directly from the knowledge sources you point it at — this desk's own knowledge base, another workspace's wiki, or public help content — and cites them. It finds articles by meaning, so customers can ask in any language and still be answered from what you wrote.
Support Desks: Your AB Support Workspace
A desk is your AB Support workspace — its own tickets, customers and settings, independent of AB Projects and AB Sales. The two ways to create one, how to choose, and how to open it from Teams, Outlook or the web.
AB Support: Overview
AB Support is AI-assisted customer service your team works from Microsoft Teams, Outlook or a web browser — customers reach you by web chat, email, forms, WhatsApp and SMS; tickets land in one queue. The hub for every AB Support help page.
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.
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.
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.