Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
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.
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.
Working the Ticket Queue
How to scan, filter, and work the AB Support ticket queue: new tickets appearing on their own, the inbox row signals, compact rows, long queues, quick filters and sort, saved filters, keyboard triage, Next ticket after resolving, and bulk actions.
Who Can See Your Tickets and Customers
Who has access to an AB Support desk's tickets and customers — desk membership is the rule, how you join depends on whether the desk is channel-linked or standalone, and one desk (or another AB product) can never see another's data.
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 (its name and icon, members, channels, statuses, knowledge sources, and its desk ID), reached from the gear inside the desk.
Support Desks: Your AB Support Workspace
A desk is your AB Support workspace — its own tickets, customers and settings, independent of AB Projects and AB Sales. The two ways to create one, how to choose, and how to open it from Teams, Outlook or the web.
How a Support Ticket Works
How an AB Support ticket works: the AI answers first, then hands off to a human; plus the Needs us / Waiting on customer / Finished status categories, the suggested reply (including drafts from AI assistants), internal notes, the activity timeline, resolve reasons and Next ticket, and undelivered replies.
AB Support: Overview
AB Support is AI-assisted customer service your team works from Microsoft Teams, Outlook or a web browser — customers reach you by web chat, email, forms, WhatsApp and SMS; tickets land in one queue. 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.
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, AI-drafted replies, and deliverability.
Linking Documents to Tasks and Finding Pages
Learn how to find project documents and create bidirectional links between documents and tasks in ActionBridge.
Project Documents (Wiki): Overview
Learn how to find, create, organize, and collaborate on project documents in ActionBridge.
Creating and Editing Documents
Learn how to create, organize, edit, preview, and review versions of project documents in ActionBridge.
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 55 MCP tools ActionBridge gives AI assistants — ab_* for AB Projects (tasks, schedule, Documents, project statuses and types), ab_crm_* for AB Sales (leads, labels, opportunities, activities, email), and ab_support_* for AB Support (tickets, triage, draft replies) — plus the slash-command prompts, resource feeds, which tools need a license, and which writes post a Microsoft Teams card.
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.
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.
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.
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.
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.