Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Your Personal Settings
Your personal AB Support settings — profile, language, timezone, and the opt-in ticket digest email — and how they differ from a desk's admin-only settings.
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.
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.
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.
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.
The Web Chat Widget
The AB Support web chat widget — a chat bubble you embed with one script tag. How to add it, its options, how to brand it with your own bubble icon, and what visitors see.
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 (channels, statuses, knowledge, members and roles), reached from inside the desk.
Support Desks: Your Workspace per Channel
A desk is your AB Support workspace for one Teams channel — its own tickets, customers and settings, independent of AB Projects and AB Sales. Here's how one is created.
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.
AB Support: Overview
AB Support is AI-assisted customer service inside Microsoft Teams — customers reach you by web chat, email, forms, WhatsApp and SMS; tickets land in one queue your team works. 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.
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.
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.
Installing the AB Sales Teams App
How to install AB Sales in Microsoft Teams — as a personal app for your own pipeline and as a channel tab for a pipeline your whole team shares.
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.
Becoming a Project Member in AB Projects
How you become a member of an AB Projects project: being in the linked Teams channel is the only requirement — the roster sync adds you as a Member automatically, and there is a checklist for names missing from the assignee or mention picker.
Teams Channel and Project Linking in AB Projects
How AB Projects links each Microsoft Teams channel one-to-one with a project: the link is made when the tab is added, membership syncs from the channel roster automatically, and comments flow between task and channel thread.
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.
Microsoft Teams App Doesn't Load
AB Projects tab blank or stuck in Teams? Most load failures are the Teams client or sign-in, not the app: check for the AADSTS50020 personal-account error, allow the consent popup, restart and update Teams, clear its cache, and make sure blz.actionbridge.io isn't blocked.
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.
SSO and Microsoft Login
AB Projects has no password of its own — you sign in with your Microsoft 365 work or school account through Microsoft Entra ID SSO, in Teams or at blz.actionbridge.io. Any organization can sign in; personal Microsoft accounts cannot (error AADSTS50020). Includes what to check when sign-in fails.
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.
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.
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.
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.
Inviting Team Members via Microsoft Teams
There are no email invites in AB Projects — adding someone to the linked Microsoft Teams channel is the invite. How automatic onboarding works, what happens on a person's first open, the manual invite option, guests, and how seats are granted.