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, what happens when either runs out, and how Usage Packs add capacity.
Where an Escalated Ticket Goes
When the AI can't answer, it routes the ticket to CS, Tech or Product with a one-line reason and a draft reply. What routing is, what it isn't, and why a routed ticket still needs someone to claim it.
Campaigns: Multi-Step Email Sequences
A campaign is an ordered sequence of emails the Agent sends a lead over time, stopping the moment they reply. Covers entry filters, steps and wait days, priority, what ends a sequence, and why nothing sends until a campaign exists.
Plans, Pricing, and Your Lead Allowance
AB Sales is priced by how many new leads you add, not by how many people use it. Your first 100 leads are free, a plan adds 1,000 new leads a month, and the allowance is shared across every workspace in your organization.
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.
Importing and Exporting Leads (CSV)
Bring leads into AB Sales from a CSV file or export your whole lead list — including labels, funnel stage, and AI research. Covers the template, duplicate detection, and which columns import.
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.
Who Can See Your Tickets and Customers
Who has access to an AB Support desk's tickets and customers — desk membership follows the Teams channel, signing in on the web doesn't change it, and one desk (or another AB product) can never see another's data.
Installing AB Support in Teams
How to add AB Support to a Microsoft Teams channel and turn it into a working support desk — and how to work that same desk in a web browser afterwards. Your customers never touch either.
Your Customer Store
Everyone who contacts your AB Support desk becomes a customer record, matched by email or phone number depending on the channel, so returning people bring their history. It's AB Support's own store, separate from the AB Sales CRM.
Assigning Tickets to Your Team
How to assign a support ticket to a teammate so a real team can divide the work, plus how assignment differs from AI-vs-human handling.
Rating the AI's Answers
Customers can rate the AI's answers with a thumbs up or down; the score rolls up to a helpfulness percentage on your dashboard so you can track and improve answer quality.
The AB Support Dashboard
A desk opens on an interactive dashboard — in Teams or the web app. Its metric tiles are clickable and open the ticket list filtered to exactly those tickets. Which tiles click through, which don't, and how to read the numbers.
Web Forms: Turning "Contact Us" into Tickets
A Contact us web form becomes a ticket; the reply is emailed to the visitor. Use the hosted form or POST your own to the endpoint — and note the mailbox it needs to reply.
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, and why mail takes a few minutes to appear.
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, how to brand it with your own launcher icon, and what visitors see.
Support Desks: Your Workspace per Channel
A desk is your AB Support workspace for one Teams channel — its own tickets, customers and settings, independent of AB Projects and AB Sales. How one is created, and how to open it from Teams or the web.
How a Support Ticket Works
How an AB Support ticket works: the AI answers first, then hands off to a human; plus the Needs us / Waiting on customer / Finished status categories, internal notes, the activity timeline, resolve reasons, and undelivered replies.
AB Support: Overview
AB Support is AI-assisted customer service your team works from Microsoft Teams 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.
AB Sales Troubleshooting
Answers to the most common AB Sales questions — an empty Contacts tab, being unable to add leads, missing workspaces, email that won't send, sample data, and sign-in issues.
Labels: Tagging and Segmenting Leads
Labels are colored tags you attach to leads to segment your pipeline by temperature, size, or industry. Every workspace ships with a default set, the AI can auto-apply them, and you can filter and group by label.
The Channel Tab and Notifications
The AB Sales channel tab gives your whole team one shared pipeline, and posts notifications to the channel when leads and customers are created. What everyone sees, and why it's the same for all members.
Research with AI
Research with AI enriches a lead — finds its website, reads the homepage, and fills in a company summary, contact email, and suggested labels. It does not move the lead through the funnel.
Sales Workspaces: Channel-Linked vs Standalone
A workspace is one self-contained CRM. AB Sales has two kinds — channel-linked (shared with a Teams channel) and standalone (yours in the personal app). How to create and switch between them.
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.
How the AB Sales Funnel Works
How a lead moves through the AB Sales funnel — Lead → Contact → Opportunity → Customer — what advances each stage, and why AI research enriches a lead without moving it.
Agents: CRM Automation
The Agent is the automation engine that finds missing websites, extracts contact emails, sends your campaign emails, and drafts AI replies when leads respond — on a 5-minute timer, with strict verification, human review, and daily caps. This article covers each stage, how to pause, and how to opt out a single lead.
Contacts
A Contact is a person attached to a Lead or Customer in AB Sales. Adding a contact to a lead advances it to the Contact stage. One parent can carry many contacts — the buyer, the technical reviewer, the decision-maker.
Opportunities
An Opportunity is a specific deal in AB Sales — an amount, a close date, and a stage. Win it to convert a lead to a customer, or to auto-create an order if it's already on one.
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.
Leads: Capturing and Qualifying Prospects
A Lead is a prospect you haven't yet established a relationship with. This article covers the status pipeline (New, Information filled, Contacted, Qualified, Disqualified), how the AI Get URL button works, and how leads get filled in manually or by the Agent.
Linking Documents to Tasks and Finding Pages
Learn how to find project documents and create bidirectional links between documents and tasks in ActionBridge.
Document Comments and Teams Notifications
Learn how to discuss project documents and how document creation and edits notify your linked Teams channel.
Project Documents (Wiki): Overview
Learn how to find, create, organize, and collaborate on project documents in ActionBridge.
Creating and Editing Documents
Learn how to create, organize, edit, preview, and review versions of project documents in ActionBridge.
Connecting AI Assistants via MCP
Connect Claude, ChatGPT, Cursor, Windsurf, Codex CLI, or Antigravity to ActionBridge via MCP at https://mcp.actionbridge.io/mcp — the /mcp path is the step everyone misses. Per-client OAuth setup, what you get (tools, slash-command prompts, resources), licensing, and troubleshooting.
Teams Channel and Project Linking in AB Projects
How AB Projects links each Microsoft Teams channel one-to-one with a project: the link is made when the tab is added, membership syncs from the channel roster automatically, and comments flow between task and channel thread.
Why AB Projects Requires Microsoft Graph Permissions
Every Microsoft Graph permission AB Projects requests, mapped to the feature it powers: Teams channel linking and roster sync, task cards and comment sync in channels, Outlook calendar scheduling, and Microsoft SSO. Most access is delegated (limited to what you can already do); the Entra ID consent screen is the authoritative list.
Who Can See What?
Visibility in AB Projects is decided by project membership: every member sees all of the project's tasks, comments, subtasks, and history. Roles (Owner/Admin/Member/Viewer) control what you can change, not what you can see — there are no private tasks. To hide work, use a separate channel and project.
SSO and Microsoft Login
AB Projects has no password of its own — you sign in with your Microsoft 365 work or school account through Microsoft Entra ID SSO, in Teams or at blz.actionbridge.io. Any organization can sign in; personal Microsoft accounts cannot (error AADSTS50020). Includes what to check when sign-in fails.
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.
Exporting and Accessing Project Data
AB Projects has no CSV/Excel export of task or project data yet. How your data is preserved (per-task change history, the Teams channel record) and how to get it out today: filtered views, AI assistants over MCP, and asking support.
Integration with Microsoft Teams and Adaptive Cards
How AB Projects and Microsoft Teams fit together as one system: the one-to-one channel–project link, the tab, Adaptive Card posts with two-way thread sync, the chip-picker mention model, and Microsoft SSO with channel-driven membership.
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.
Adaptive Cards and Task Previews
What the Adaptive Cards AB Projects posts to your Teams channel actually show — priority, dates, a change diff, progress, badges, counts, and the Open button — when they're posted, and why replying under a card writes straight to the task.
Commenting with Mentions in Channels
How task comments sync with the Microsoft Teams thread — comments always post to the channel; thread replies sync back to the task only when the reply @mentions AB Projects — and how the Mention in Teams notification picker controls who gets pinged.
Using Tabs for Task Management
Manage tasks from the AB Projects channel tab in Microsoft Teams: List, Gantt, and Kanban views, creating tasks, the slide-in detail panel, comments with mentions, remembered filters, and how every change is logged with a reason and posted to the channel.
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.