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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The AB Support Dashboard

A desk opens on an interactive dashboard — in Teams or the web app. 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.

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.

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.

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.

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.

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.

Navigating the Interface

How to get around any ActionBridge app in Microsoft Teams — a personal app with a Home tab plus product tabs, channel tabs for shared team work, and the same data on the web.