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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CRM Settings

Everything you can configure in the CRM Settings page — automation enable/disable, mail provider, shared mailbox vs user principal, daily email cap, Teams notification channel, and HTML email templates with placeholders.

AB Sales
CRM
settings
mail config
daily cap
templates
notification channel
automation

Agents: CRM Automation

The Agent is the automation engine that finds missing websites, extracts contact emails from company pages, and sends a first-touch template email — on a 5-minute timer, with strict verification and daily caps. This article covers each stage, how to pause, and how to opt out a single lead.

AB Sales
CRM
agents
automation
AI research
outbound email
pause
opt out

Connecting AI Assistants via MCP

Connect Claude, ChatGPT, Cursor, Windsurf, Codex CLI, and Antigravity to AB Projects via the Model Context Protocol (https://mcp.actionbridge.io/mcp). Per-client OAuth setup, how access keys work, and troubleshooting.

AB Projects MCP
Model Context Protocol
Claude connector
ChatGPT custom connector
Cursor MCP
Windsurf MCP
Codex CLI
Antigravity
OAuth setup
MCP access
AI assistant integration

Category

Sales Management Service
7
Teams Integration
7
Advanced
5
Getting Started
5
Security
5
Tasks & Projects
5
Account & Settings
4
Documents
4
Teams & Permissions
4
AI & MCP
3

Tags

Microsoft SSO 8 AB Sales 7 CRM 7 AB Projects 5 Teams integration 5 AB Projects documents 4 Microsoft Teams 4 Teams channel sync 3 Teams tab 3 access control 3

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