Help & Support

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



Total 14 articles. Currently on page 1 of / 1

Working the Ticket Queue

How to scan, filter, and work the AB Support ticket queue: the inbox row signals, quick filters and sort, saved filters, keyboard triage, and bulk actions.

The Web Chat Widget

The AB Support web chat widget — a chat bubble you embed with one script tag. How to add it, its options, how to brand it with your own launcher icon, and what visitors see.

AB Support Settings

Two things are called settings in AB Support: your personal settings (language, timezone, ticket digest) and a desk's admin-only settings (channels, statuses, knowledge, members and roles), reached from inside the desk.

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.

Images or Files Won't Upload

Image won't upload in AB Projects? Uploads are images embedded via the editor (comments, descriptions) and the profile/project icon pickers — icons are capped at 2 MB — stored in AB's own cloud storage, not OneDrive/SharePoint. Check format, size, session, and network.

I Can't See My Tasks

Tasks not showing in AB Projects? It's almost always a remembered filter, the wrong project or view (Gantt needs dates), or Teams-channel membership that hasn't synced — and if you can see tasks but not create them, it's a license seat, not a bug.

Notification Preferences

How to control what AB Projects sends you: the personal task digest in Settings, per-task deadline reminders, following tasks with the in-app notification bell, and the project-wide Teams channel notification toggles for owners and admins.

Language and Locale Settings

AB Projects is available in 11 languages, now all directly selectable from the Language and Region dropdown in Settings. How to change your language, what the setting changes, and why dates stay in ISO format.

Editing Your Profile and Icon

How to change your AB Projects display name, profile photo, language, and timezone in the Settings tab. Your profile starts as a copy of your Microsoft 365 identity, then is edited independently inside AB Projects.

Gantt Chart View and Timeline Tracking

How the AB Projects Gantt view works: tasks with start and due dates become status-colored bars with progress fill and dependency arrows; today and weekends are highlighted; dates are edited in the task detail panel (logged with a reason), not by dragging bars.

Daily Digest and AI Assistance

The AB Projects daily digest is sent to you, not written by you: up to 10 open tasks by due date, on the weekdays and time you set, by email and/or Teams — plus per-task deadline reminders and the AI assists you use during the day.

Notifications and Reminders

The three notification types in AB Projects: real-time Adaptive Card activity in the linked Teams channel (with per-project category toggles), a scheduled top-10 task digest by email or Teams chat, and one-shot per-task deadline reminders set with the task's bell.

Managing Project Settings

A tour of the AB Projects project settings page: identity, members, Teams channel notification toggles, GitHub integration, task workflow options, the Teams link, ownership transfer, leaving, and the unlink-before-delete rule.

AB Help Center

The ActionBridge Help Center — pick your product (AB Projects for task & project management, AB Sales for CRM, AB Support for AI customer service) or browse the shared basics: account, security, and AI/MCP.