Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Who Can See Your Tickets and Customers
Who has access to an AB Support desk's tickets and customers — desk membership, and why 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. Your agents work in Teams; your customers never touch it.
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.
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.
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.
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, and deliverability.
CRM Settings
Everything in the CRM Settings page — automation on/off, the sending mailbox and daily email cap, the Teams notification channel, email templates, and labels. Owner/Admin only.
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.
MCP Tools Reference
Every MCP tool ActionBridge exposes to AI assistants — ab_* tools for AB Projects (tasks, schedule, Documents, task-document links) and ab_crm_* tools for AB Sales (leads, opportunities, activities, email) — plus the built-in slash-command prompts and resources, and how licensing gates writes.
Becoming a Project Member in AB Projects
How you become a member of an AB Projects project: being in the linked Teams channel is the only requirement — the roster sync adds you as a Member automatically, and there is a checklist for names missing from the assignee or mention picker.
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.
AI Support Features in AB Projects
Every AI capability in AB Projects today: dashboard greeting, task summary, suggested subtasks, task extraction from meeting recordings, the Teams bot's commands and conversational answers, the digest's Today's focus note, and MCP assistants — all clearly disclosed, none acting without you.
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.
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.
Confidentiality and Enterprise Agreements
Confidentiality in AB Projects is done by Teams channel scoping, not per-task privacy: people outside the channel aren't project members and see nothing. There is no private-task flag, NDA workflow, watermarking, or access expiration — NDAs, data-processing terms, and private commercial arrangements are handled through Enterprise agreements.
Data Retention and Export
How AB Projects retains data: nothing is purged on a timer, change history and comments are preserved, and deleting a task is permanent — there is no recycle bin. Data is hosted on Microsoft Azure (Japan East). No self-serve export yet; exports and account-data deletion are handled by support on request.
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.
Managing Subscriptions, Billing & Licenses
How AB Projects pricing and licensing work: a free tier (first 10 active users per tenant) and a Basic plan ($3 per active user / month) purchased on Microsoft AppSource — including the activation page, assigning seats in Settings → Manage licenses, subscription status and history, free trials, and exactly what happens when you cancel or reduce seats.
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.
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.
Built-in Automation
AB Projects has no if-this-then-that rule builder — the routine work is automated out of the box: status-driven progress, subtask roll-up, automatic Teams cards (tunable per event type per project), channel-driven membership sync, digests and reminders, and AI assists.
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.
Commenting with Mentions in Channels
How task comments sync two-way with the Microsoft Teams thread, and how the Mention in Teams notification picker controls exactly who gets @mentioned — including what happens with unregistered repliers and read-only Viewer members.
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.
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.
Role-Based Access Control
The four project roles in AB Projects — Owner, Admin, Member, and Viewer — what each can do, how roles are changed, the guardrails around ownership and the last Admin, and how the read-only Viewer role differs from having no license seat.
Adding or Removing Members
How people join and leave an AB Projects project: the linked Teams channel is the roster — auto-sync adds the whole channel, the Team page invite covers stragglers, and removing someone for good means removing them from the channel too.
Understanding Projects and Teams
What a project is in AB Projects: a shared workspace of tasks, wiki, and documents tied one-to-one to a Microsoft Teams channel, with membership synced from the channel and four roles — Owner, Admin, Member, and Viewer.
Task Comments and Mentions
Add task comments in AB Projects, use rich-text formatting, mention project members in Teams notifications, and review or manage the resulting discussion.
Creating and Editing Tasks
Learn how to create, find, review, and edit tasks in AB Projects, including task fields, change reasons, comments, subtasks, linked documents, and reminders.
Inviting Team Members via Microsoft Teams
There are no email invites in AB Projects — adding someone to the linked Microsoft Teams channel is the invite. How automatic onboarding works, what happens on a person's first open, the manual invite option, guests, and how seats are granted.
Creating Your First Task
Create your first task in AB Projects: open Tasks, enter the title and useful details, assign the work, save it, and continue from the task detail panel.