Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Opportunities
An Opportunity is a specific deal in AB Sales — an amount, a close date, and a stage. Attached to a customer or a lead; win and convert it to turn a lead into a customer.
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.
MCP Tools Reference
Reference for the ActionBridge MCP tools that let AI assistants work with both AB Projects (tasks, documents) and AB Sales (leads, contacts, opportunities, customers) — every change recorded and posted to the linked Teams channel.
Notifications and Reminders
How notifications work in AB Projects: real-time Adaptive Card activity and @mentions in the linked Teams channel, plus a per-user scheduled digest of your top open tasks by email and/or Teams direct message, configured in personal Settings → Task Reminders.