Help & Support

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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 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.

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.

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.

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.

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.

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.

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.

Subtasks and Task Hierarchy

Break large tasks into manageable subtasks in AB Projects. Create new subtasks, attach existing tasks, use AI suggestions, and review progress from the parent task.