Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
AB Sales Troubleshooting
Answers to the most common AB Sales questions — an empty Contacts tab, missing workspaces, email that won't send, sample data, and sign-in issues.
Installing the AB Sales Teams App
How to install AB Sales in Microsoft Teams — as a personal app for your own pipeline and as a channel tab for a pipeline your whole team shares.
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.
Opportunities
An Opportunity is a specific deal in AB Sales — an amount, a close date, and a stage. Attached to a customer or a lead; win and convert it to turn a lead into a customer.
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.
Project Documents (Wiki): Overview
Learn how to find, create, organize, and collaborate on project documents in ActionBridge.
Microsoft Teams App Doesn't Load
AB Projects tab not loading in Microsoft Teams? Work through reloading, updating/restarting the Teams client, Microsoft SSO and admin consent, clearing Teams cache, unblocking blz.actionbridge.io on the network, and checking app install/consent.
Task Statuses and Workflows
Manage task workflow in AB Projects by changing status, updating progress, completing tasks, and reviewing work by status in Kanban view.
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.
Creating Your First Task
Create your first task in AB Projects: open Tasks, enter the title and useful details, assign the work, save it, and continue from the task detail panel.