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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Who Can See Your Tickets and Customers

Who has access to an AB Support desk's tickets and customers — desk membership, and why one desk (or another AB product) can never see another's data.

AB Support Troubleshooting

Fixes for the most common AB Support snags — no inquiry cards in the channel, email not syncing, the AI answering wrong, and the web-chat widget not appearing.

Installing AB Support in Teams

How to add AB Support to a Microsoft Teams channel and turn it into a working support desk. Your agents work in Teams; your customers never touch it.

Your Customer Store

Everyone who contacts your AB Support desk becomes a customer record, recognized by email so returning people bring their history. It's AB Support's own store, separate from the AB Sales CRM.

Assigning Tickets to Your Team

How to assign a support ticket to a teammate so a real team can divide the work, plus how assignment differs from AI-vs-human handling.

The AB Support Dashboard

The AB Support tab opens on a dashboard that shows your desk's health at a glance; the ticket list is the second view. What each metric means and how to switch views.

The Web Chat Widget

The AB Support web chat widget — a chat bubble you embed with one script tag. How to add it, its options, and what visitors see.

AB Support Settings

Settings is where you set up a desk — turn on web chat, email and forms, and point the AI at your knowledge. Admin-only, per desk.

Knowledge Sources: How the AI Answers

The AI answers from the knowledge sources you point it at — an AB wiki and a help channel — and cites them. Configure your sources so it can answer more and escalate less.

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. Here's how one is created.

How Customers Reach You: Web Chat, Email & Forms

The three ways customers reach your AB Support desk — web chat, support email, and web forms — and how each becomes a ticket your team handles in Teams.

AB Support: Overview

AB Support is AI customer service inside Microsoft Teams — customers reach you by web chat, email and forms; the AI answers from your knowledge base and hands the rest to your team.