Help & Support

Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.

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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.

AB Support
routing
escalation
triage
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Tech
Product
suggested reply

Labels: Tagging and Segmenting Leads

Labels are colored tags you attach to leads to segment your pipeline by temperature, size, or industry. Every workspace ships with a default set, the AI can auto-apply them, and you can filter and group by label.

AB Sales
CRM
labels
tags
segmentation
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Category

AB Projects
41
AB Sales
23
AB Support
22
Common
6

Tags

AB Projects 35 AB Sales 25 AB Support 23 CRM 23 Microsoft Teams 7 Microsoft SSO 6 admin consent 5 AB Projects documents 4 AI assistants 3 API 3

Search History

board view 7616 project updates 1441 project summary export 1429 ActionBridge 1400 Teams project roles 1351 project configuration 1340 project roles 1336 permissions 1306 RBAC 1292 Microsoft Teams task management 1290 install in Teams 1288 AI support 1285 one channel per project 1282 ACTIONBRIDGE task creation 1281 task deadline notification 1281 assign task 1278 ACTIONBRIDGE project settings 1275 work planning 1271 filters 1270 task management 1266 AB 1260 Microsoft 365 app 1257 collaborative task tracking 1256 in-app messages 1255 project member communication 1251 reminder timing 1248 task workflows 1239 ACTIONBRIDGE notifications 1226 monthly charges 1220 Teams collaboration 1199