Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
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.
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 — Reviewer & Publisher Reference
Reference for Microsoft store reviewers: what AB Support does, an end-to-end test path, and why each requested permission is needed.
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.
Installing AB Support in Teams
How to add AB Support to a Microsoft Teams channel and turn it into a working support desk. Your agents work in Teams; your customers never touch it.
Assigning Tickets to Your Team
How to assign a support ticket to a teammate so a real team can divide the work, plus how assignment differs from AI-vs-human handling.
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.
Turning Support Email into Tickets
Connect your support mailbox so email becomes tickets and replies go back by email. Needs a one-time Microsoft 365 admin consent — here's the setup.
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.
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.
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, missing workspaces, email that won't send, sample data, and sign-in issues.
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, 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.
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.
CRM Settings
Everything in the CRM Settings page — automation on/off, the sending mailbox and daily email cap, the Teams notification channel, email templates, and labels. Owner/Admin only.
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
Every MCP tool ActionBridge exposes to AI assistants — ab_* tools for AB Projects (tasks, schedule, Documents, task-document links) and ab_crm_* tools for AB Sales (leads, opportunities, activities, email) — plus the built-in slash-command prompts and resources, and how licensing gates writes.
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.
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.
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.
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.
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.
Language and Locale Settings
AB Projects is available in 11 languages, now all directly selectable from the Language and Region dropdown in Settings. How to change your language, what the setting changes, and why dates stay in ISO format.
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.
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.
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.
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.
Gantt Chart View and Timeline Tracking
How the AB Projects Gantt view works: tasks with start and due dates become status-colored bars with progress fill and dependency arrows; today and weekends are highlighted; dates are edited in the task detail panel (logged with a reason), not by dragging bars.
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.
Adaptive Cards and Task Previews
What the Adaptive Cards AB Projects posts to your Teams channel actually show — priority, dates, a change diff, progress, badges, counts, and the Open button — when they're posted, and why replying under a card writes straight to the task.
Commenting with Mentions in Channels
How task comments sync with the Microsoft Teams thread — comments always post to the channel; thread replies sync back to the task only when the reply @mentions AB Projects — and how the Mention in Teams notification picker controls who gets pinged.
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.
Adding or Removing Members
How people join and leave an AB Projects project: the linked Teams channel is the roster — auto-sync adds the whole channel, the Team page invite covers stragglers, and removing someone for good means removing them from the channel too.
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.
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.