Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
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. What you put in those sources is what your customers get told.
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.
Creating and Editing Documents
Learn how to create, organize, edit, preview, and review versions of project documents in ActionBridge.
Setting Due Dates and Priorities
Set task priority, start dates, and due dates in AB Projects. Learn where dates and priority appear, how to edit them, and why changes ask for a reason.
Creating and Editing Tasks
Learn how to create, find, review, and edit tasks in AB Projects, including task fields, change reasons, comments, subtasks, linked documents, and reminders.