Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Plans, Pricing, and Your Lead Allowance
AB Sales is priced by how many new leads you add, not by how many people use it. Your first 100 leads are free, a plan adds 1,000 new leads a month, and the allowance is shared across every workspace in your organization.
The AB Sales Bot: Chat Commands
Ask the AB Sales bot for your leads, pipeline, or customers — or create a lead — right from a Teams chat. All commands work in English and Japanese.
Working the Ticket Queue
How to scan, filter, and work the AB Support ticket queue: the inbox row signals, quick filters and sort, saved filters, keyboard triage, and bulk actions.
Who Can See Your Tickets and Customers
Who has access to an AB Support desk's tickets and customers — desk membership follows the Teams channel, signing in on the web doesn't change it, and one desk (or another AB product) can never see another's data.
Installing AB Support in Teams
How to add AB Support to a Microsoft Teams channel and turn it into a working support desk — and how to work that same desk in a web browser afterwards. Your customers never touch either.
Your Customer Store
Everyone who contacts your AB Support desk becomes a customer record, matched by email or phone number depending on the channel, so returning people bring their history. It's AB Support's own store, separate from the AB Sales CRM.
Rating the AI's Answers
Customers can rate the AI's answers with a thumbs up or down; the score rolls up to a helpfulness percentage on your dashboard so you can track and improve answer quality.
Web Forms: Turning "Contact Us" into Tickets
A Contact us web form becomes a ticket; the reply is emailed to the visitor. Use the hosted form or POST your own to the endpoint — and note the mailbox it needs to reply.
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.
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, how to brand it with your own 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 — an AB wiki and public help content — and cites them. What you put in those sources is what your customers get, so configure them carefully.
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 (members, channels, statuses, knowledge sources), reached from the gear inside the desk.
Support Desks: Your Workspace per Channel
A desk is your AB Support workspace for one Teams channel — its own tickets, customers and settings, independent of AB Projects and AB Sales. How one is created, and how to open it from Teams or the web.
How Customers Reach You
The five ways customers reach your AB Support desk — web chat, support email, web forms, WhatsApp and SMS — how each becomes a ticket, and what setting each one up actually takes, including US number registration.
How a Support Ticket Works
How an AB Support ticket works: the AI answers first, then hands off to a human; plus the Needs us / Waiting on customer / Finished status categories, internal notes, the activity timeline, resolve reasons, and undelivered replies.
AB Support: Overview
AB Support is AI-assisted customer service your team works from Microsoft Teams or a web browser — customers reach you by web chat, email, forms, WhatsApp and SMS; tickets land in one queue. The hub for every AB Support help page.
Who Can See What? (AB Sales)
Visibility in AB Sales is workspace-based: every workspace member sees that workspace's whole pipeline, each workspace's data is isolated, and roles (Owner/Admin/Member) control management, not visibility.
The Channel Tab and Notifications
The AB Sales channel tab gives your whole team one shared pipeline, and posts notifications to the channel when leads and customers are created. What everyone sees, and why it's the same for all members.
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.
How the AB Sales Funnel Works
How a lead moves through the AB Sales funnel — Lead → Contact → Opportunity → Customer — what advances each stage, and why AI research enriches a lead without moving it.
Contacts
A Contact is a person attached to a Lead or Customer in AB Sales. Adding a contact to a lead advances it to the Contact stage. One parent can carry many contacts — the buyer, the technical reviewer, the decision-maker.
Opportunities
An Opportunity is a specific deal in AB Sales — an amount, a close date, and a stage. Win it to convert a lead to a customer, or to auto-create an order if it's already on one.
Customers
A Customer is an established account in AB Sales — usually converted from a won lead. Customers carry multiple Contacts and Opportunities and can be archived without losing history.
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
All 40 MCP tools ActionBridge gives AI assistants — ab_* for AB Projects (tasks, schedule, Documents) and ab_crm_* for AB Sales (leads, opportunities, activities, email) — plus the slash-command prompts, resource feeds, which tools need a license, and which writes post a Microsoft Teams card.
Exporting and Accessing Project Data
AB Projects has no CSV/Excel export of task or project data yet. How your data is preserved (per-task change history, the Teams channel record) and how to get it out today: filtered views, AI assistants over MCP, and asking support.
What is ActionBridge?
ActionBridge (AB) is a family of AI-assisted apps inside Microsoft Teams — AB Projects for task and project management, AB Sales for CRM, and AB Support for AI customer service — sharing one Microsoft account, sign-in, and billing.
AB Help Center
The ActionBridge Help Center — pick your product (AB Projects for task & project management, AB Sales for CRM, AB Support for AI customer service) or browse the shared basics: account, security, and AI/MCP.