Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
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.
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.
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.
How a Support Ticket Works
How an AB Support ticket works: the AI answers first from your knowledge base, then hands off to a human when needed, with the full conversation and a suggested reply.
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.
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.
Connecting AI Assistants via MCP
Connect Claude, ChatGPT, Cursor, Windsurf, Codex CLI, and Antigravity to AB Projects via the Model Context Protocol (https://mcp.actionbridge.io/mcp). Per-client OAuth setup, how access keys work, and troubleshooting.
AI Support Features in AB Projects
What AI does in AB Projects today: an AI greeting on the dashboard, an AI summary and suggested subtasks on tasks, a Teams bot with commands plus conversational AI (1-on-1 and channel @mention), and MCP assistants — all with clear AI disclosure.
Editing Your Profile and Icon
Edit your AB Projects profile from the Settings tab: display name, profile icon, language, timezone, and email signature. Your name and icon are seeded from Microsoft 365 and appear in tasks, comments, mentions, and Teams Adaptive Cards.