Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
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.
Opportunities
An Opportunity is a specific deal in AB Sales — an amount, a close date, and a stage. Win it to convert a lead to a customer, or to auto-create an order if it's already on one.
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.