Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
AB Support Settings
Settings is where you set up a desk — turn on web chat, email and forms, and point the AI at your knowledge. Admin-only, per desk.
How Customers Reach You: Web Chat, Email & Forms
The three ways customers reach your AB Support desk — web chat, support email, and web forms — and how each becomes a ticket your team handles in Teams.
AB Sales Troubleshooting
Answers to the most common AB Sales questions — an empty Contacts tab, missing workspaces, email that won't send, sample data, and sign-in issues.
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.
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 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.
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.
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.
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
Reference for the ActionBridge MCP tools that let AI assistants work with both AB Projects (tasks, documents) and AB Sales (leads, contacts, opportunities, customers) — every change recorded and posted to the linked Teams channel.