Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
The AB Support Bot
The AB Support bot is for your team, not your customers — ask it a question and it answers from your desk's knowledge base with sources, check open tickets, see what is assigned to you, and pick the channel escalations land in.
AB Support Troubleshooting
Fixes for the most common AB Support snags — replies stopping altogether, no inquiry cards, email not syncing, the AI answering wrong, the web-chat widget not appearing, WhatsApp and SMS not arriving, and signing in on the web.
The Web Chat Widget
The AB Support web chat widget — a chat bubble you embed with one script tag. How to add it, preview it, its options, the 11 languages it speaks, how to brand it with your own colour and launcher icon, and what visitors see.
Knowledge Sources: How the AI Answers
The AI answers customers directly from the knowledge sources you point it at — this desk's own knowledge base, another workspace's wiki, or public help content — and cites them. It finds articles by meaning, so customers can ask in any language and still be answered from what you wrote.
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, campaigns, AI-drafted replies, and deliverability.
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.
Gantt Chart View and Timeline Tracking
How the AB Projects Gantt view works: tasks with start and due dates become status-colored bars with progress fill and dependency arrows; today and weekends are highlighted. Bars aren't draggable by design — every date change carries a reason into the task's change history and the Teams channel, which a drag can't record.
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.