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.
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.
Agents: CRM Automation
The Agent is the automation engine that finds missing websites, extracts contact emails from company pages, and sends a first-touch template email — on a 5-minute timer, with strict verification and daily caps. This article covers each stage, how to pause, and how to opt out a single lead.
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.
MCP Tools Reference
Every MCP tool ActionBridge exposes to AI assistants — ab_* tools for AB Projects (tasks, schedule, Documents, task-document links) and ab_crm_* tools for AB Sales (leads, opportunities, activities, email) — plus the built-in slash-command prompts and resources, and how licensing gates writes.
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.
Built-in Automation
AB Projects has no if-this-then-that rule builder — the routine work is automated out of the box: status-driven progress, subtask roll-up, automatic Teams cards (tunable per event type per project), channel-driven membership sync, digests and reminders, and AI assists.
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.