Help & Support

Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.

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Turning Support Email into Tickets

Connect your support mailbox so email becomes tickets and replies go back by email. Needs a one-time Microsoft 365 admin consent — here's the setup.

AB Support
email
shared mailbox
admin consent
Microsoft Graph
inbound

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.

AB Sales
CRM
customers
accounts
customer record
lead to customer

Category

AB Projects
28
AB Sales
17
Common
17
AB Support
6

Tags

AB Sales 17 CRM 17 Microsoft SSO 7 AB Support 6 AB Projects 5 Microsoft Teams 5 AB Projects documents 4 Teams integration 4 access control 4 Microsoft Teams task management 3

Search History

board view 7378 project summary export 1320 project updates 1303 ActionBridge 1273 Teams project roles 1244 project configuration 1226 project roles 1221 install in Teams 1184 Microsoft Teams task management 1179 assign task 1177 ACTIONBRIDGE task creation 1175 RBAC 1175 AI support 1169 task deadline notification 1168 ACTIONBRIDGE project settings 1167 one channel per project 1165 filters 1156 Microsoft 365 app 1154 task management 1153 permissions 1152 in-app messages 1149 collaborative task tracking 1147 reminder timing 1146 task workflows 1146 work planning 1144 project member communication 1141 AB 1133 ACTIONBRIDGE notifications 1123 Teams collaboration 1120 monthly charges 1115