Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Filtering Tasks and Saving Views
How task filters work in AB Projects: every condition the filter panel offers, saving a filter set you reuse, sharing a filtered view as a link, and why filters stick between visits.
Task Dependencies: Blocked By and Blocks
How task dependencies work in AB Projects: add predecessors from the task that is waiting, read the automatic Blocks mirror, understand why an unmet predecessor warns rather than blocks, and how an AI assistant can set dependencies over MCP.
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.
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.
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.
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.
The AB Support Dashboard
The AB Support tab opens on an interactive dashboard: 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.
Knowledge Sources: How the AI Answers
The AI answers from the knowledge sources you point it at — an AB wiki and a help channel — and cites them. Configure your sources so it can answer more and escalate less.
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 a Support Ticket Works
How an AB Support ticket works: the AI answers first, then hands off to a human; plus the Open/Pending/Closed status categories, internal notes, the activity timeline, resolve/reopen reasons, and undelivered replies.
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.
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.
My Pipeline and the Workspace Dashboard
AB Sales has two overview screens — My Pipeline (your personal cross-workspace cockpit in the Home tab) and the per-workspace Dashboard. What each shows.
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.
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.
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 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.
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.
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.
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.
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
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.
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.
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.
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.
Microsoft Teams App Doesn't Load
AB Projects tab blank or stuck in Teams? Most load failures are the Teams client or sign-in, not the app: check for the AADSTS50020 personal-account error, allow the consent popup, restart and update Teams, clear its cache, and make sure blz.actionbridge.io isn't blocked.
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.
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.
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.
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.
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.
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.
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.
Navigating the Interface
How to get around any ActionBridge app in Microsoft Teams — a personal app with a Home tab plus product tabs, channel tabs for shared team work, and the same data on the web.
Supported Platforms
Where you can use AB: inside Microsoft Teams on desktop, web, and mobile, from your browser, and through AI assistants via MCP — with a Microsoft 365 work or school account. Includes the 11 supported interface languages.
What is ActionBridge?
ActionBridge (AB) is a family of AI-assisted apps inside Microsoft Teams — AB Projects for task and project management, AB Sales for CRM, and AB Support for AI customer service — sharing one Microsoft account, sign-in, and billing.
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.