Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Customer Satisfaction Surveys
After a ticket is resolved, AB Support can ask the customer how the support went — a 1–5 score and an optional comment, by email and in the chat widget. How to send one by hand or automatically, what customers see, and how to read CSAT on the dashboard.
The AB Sales Bot: Chat Commands
Ask the AB Sales bot for your leads, pipeline, or customers — or create a lead — right from a Teams chat. All commands work in English and Japanese.
Your Personal Settings
Your personal AB Support settings — profile, language, timezone, and the opt-in ticket digest email — how they differ from a desk's admin-only settings, and why the digest has its own Save button.
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.
The Web Chat Widget
The AB Support web chat widget — a chat bubble you embed with one script tag. How to add it, preview it, its options, the 11 languages it speaks, how to brand it with your own colour and launcher icon, and what visitors see.
CRM Settings
Everything on the CRM Settings page — the workspace currency, the mailbox it sends from, the intake key for your website form and API, the material the AI writes with, and your labels. Automation, the daily email cap, the notification channel and templates now live on the Agents page. Everyone can see settings; only Owners and Admins can change them.
Language and Locale Settings
AB Projects is available in 11 languages, all directly selectable from the Language dropdown in Settings. How to change your language, what the setting changes, and why dates stay in ISO format.
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.