Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Troubleshooting AB Talent
What the messages in AB Talent mean and how to fix them, from missing access and empty balances to candidate mail, the directory and calendar bookings.
Writing to candidates, retention and erasure
How AB Talent emails candidates from your own mailbox, how long applications are kept, and how an HR admin keeps one longer or erases an applicant.
Offers in AB Talent
How an offer moves from Draft to Accepted in AB Talent, who can see the compensation on it, and what accepting does to the roster.
Interviews and scorecards
Arrange interviews in AB Talent, understand how the panel grants access to a candidate, book meetings in Outlook, and write scorecards without seeing anyone else's first.
Reading an AI screening
How AB Talent's AI screening reports on each requirement, how the Match score is calculated, and why it never moves a candidate.
Roles and the careers page
Post a role in AB Talent, write requirements that last, work candidates through the pipeline, and publish the role to a public careers page.
Who Can See What in AB Talent
AB Talent shows each person only what their access allows. The seven kinds of access, how they combine, why even an HR admin doesn't see salaries by default, and how to change someone's access.
Setting Up AB Talent
How to set up AB Talent for your company: create the workspace, import your team from Microsoft 365, give people access, set up time off, choose the handbook, connect candidate mail, and what each colleague sees the first time they open it.
AB Talent: Overview
AB Talent runs hiring and people operations in one place: open roles and candidates, the roster, time off, attendance and an HR help desk. What each tab does, what the AI does and doesn't do, and what AB Talent leaves to other systems. The hub for every AB Talent help page.
Approving an ActionBridge app for your organization (for IT administrators)
For IT administrators: what approving AB Projects, AB Sales, AB Support or AB Talent for your organization grants, permission by permission, who can approve it, and how to undo it.
Customer Satisfaction Surveys
After a ticket is resolved, AB Support can ask the customer how the support went — a 1–5 score and an optional comment, by email and in the chat widget. How to send one by hand or automatically, what customers see, and how to read CSAT on the dashboard.
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.
Turning Support Email into Tickets
Connect your support mailbox so email becomes tickets and replies go back by email. Needs a one-time Microsoft 365 admin consent — here's the setup, and why mail takes a few minutes to appear.
AB Support Settings
Two things are called settings in AB Support: your personal settings (language, timezone, ticket digest) and a desk's admin-only settings (its name and icon, members, channels, statuses, knowledge sources, and its desk ID), reached from the gear inside the desk.
AB Sales Troubleshooting
Answers to the most common AB Sales questions — an empty Contacts tab, being unable to add leads, missing workspaces, email that won't send, sample data, and sign-in issues.
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.
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.
Agents: CRM Automation
The Agent is the automation engine that finds missing websites, extracts contact emails, sends your campaign emails, and drafts AI replies when leads respond — on a 5-minute timer, with strict verification, human review, and daily caps. This article covers each stage, how to pause, and how to opt out a single lead.
CRM Settings
Everything on the CRM Settings page — the workspace currency, the mailbox it sends from, the intake key for your website form and API, the material the AI writes with, and your labels. Automation, the daily email cap, the notification channel and templates now live on the Agents page. Everyone can see settings; only Owners and Admins can change them.
MCP Tools Reference
All 62 MCP tools ActionBridge gives AI assistants — ab_* for AB Projects (tasks with overdue counts, time logging, schedule, Documents with keyword search, project statuses and types), ab_crm_* for AB Sales (leads, labels, opportunities, activities, email), and ab_support_* for AB Support (tickets, triage, draft replies, and the knowledge base the desk's AI answers from) — plus the slash-command prompts, resource feeds, which tools need a license, and which writes post a Microsoft Teams card.
Why AB Projects Requires Microsoft Graph Permissions
Every permission AB Projects asks for, mapped to the feature it powers: organization-wide Microsoft Graph permissions an administrator consents to in Entra ID (mostly delegated), and the team permissions a team owner accepts per team, including the 2.4.0 one that lets thread replies sync to tasks.