Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
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.
Your Personal Settings
Your personal AB Support settings — profile, language, timezone, and the opt-in ticket digest email — and how they differ from a desk's admin-only settings.
AB Support — Reviewer & Publisher Reference
Reference for Microsoft store reviewers: what AB Support does, an end-to-end test path, and why each requested permission is needed.
Installing AB Support in Teams
How to add AB Support to a Microsoft Teams channel and turn it into a working support desk. Your agents work in Teams; your customers never touch it.
AB Support Troubleshooting
Fixes for the most common AB Support snags — no inquiry cards in the channel, email not syncing, the AI answering wrong, and the web-chat widget not appearing.
Your Customer Store
Everyone who contacts your AB Support desk becomes a customer record, recognized by email so returning people bring their history. It's AB Support's own store, separate from the AB Sales CRM.
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.
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.
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.
How Customers Reach You
The ways customers reach your AB Support desk — web chat, support email, web forms, plus WhatsApp and SMS — and how each becomes a ticket your team handles in Teams.
AB Support: Overview
AB Support is AI-assisted customer service inside Microsoft Teams — customers reach you by web chat, email, forms, WhatsApp and SMS; tickets land in one queue your team works. The hub for every AB Support help page.
Who Can See What? (AB Sales)
Visibility in AB Sales is workspace-based: every workspace member sees that workspace's whole pipeline, each workspace's data is isolated, and roles (Owner/Admin/Member) control management, not visibility.
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.
Sending Email from AB Sales
How AB Sales sends email — in plain terms. It sends from your own company mailbox through Microsoft 365, set up once by your admin. Covers the sending identity, choosing a mailbox, templates, campaigns, and deliverability.
CRM Settings
Everything in the CRM Settings page — automation on/off, the sending mailbox and daily email cap, the Teams notification channel, and labels. Templates and campaigns now live on the Agents tab. Owner/Admin only.
Agents: CRM Automation
The Agent is the automation engine that finds missing websites, extracts contact emails from company pages, and sends your campaign emails — 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: Overview
AB Sales is an AI-assisted CRM inside Microsoft Teams — capture leads, research them with AI, move them through a simple funnel, and convert the winners into customers, all where your team already works.
MCP Tools Reference
All 40 MCP tools ActionBridge gives AI assistants — ab_* for AB Projects (tasks, schedule, Documents) and ab_crm_* for AB Sales (leads, opportunities, activities, email) — plus the slash-command prompts, resource feeds, which tools need a license, and which writes post a Microsoft Teams card.
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.