How can we help?

Search our help articles or browse by topic.

New to AB?

Start with the full Help Center index — every article organized by topic.

Open the Help Index

Popular articles

Your Monthly Allowance: Transactions and AI Credits

AB Support meters two things each month — customer transactions and AI credits. What each one counts, what happens when either runs out, and how Usage Packs add capacity.

Where an Escalated Ticket Goes

When the AI can't answer, it routes the ticket to CS, Tech or Product with a one-line reason and a draft reply. What routing is, what it isn't, and why a routed ticket still needs someone to claim it.

Orders

The Orders page rolls up every customer's deals into one workspace-wide list with Total Ordered and Outstanding AR figures. Most orders appear automatically when you win a deal.

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.

Category

AB Projects
41
AB Sales
22
AB Support
20
Common
6

Tags

AB Projects 35 AB Sales 24 CRM 22 AB Support 20 Microsoft SSO 6 Microsoft Teams 6 admin consent 5 AB Projects documents 4 AI assistants 3 ActionBridge 3

Search History

board view 7458 project summary export 1393 project updates 1390 ActionBridge 1351 Teams project roles 1315 project roles 1298 project configuration 1295 permissions 1260 install in Teams 1254 Microsoft Teams task management 1253 RBAC 1248 ACTIONBRIDGE task creation 1247 AI support 1245 assign task 1245 ACTIONBRIDGE project settings 1242 one channel per project 1241 task deadline notification 1240 filters 1230 Microsoft 365 app 1228 task management 1227 work planning 1226 in-app messages 1219 collaborative task tracking 1218 reminder timing 1215 project member communication 1213 task workflows 1210 AB 1204 ACTIONBRIDGE notifications 1191 monthly charges 1182 Teams collaboration 1177