Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
The Team Tab: Is the Team's Approach Working?
The Team tab on an AB Sales workspace's Dashboard: the verdict on the last 30 days, progress and pace against your goals, orders by product, lead sources and outreach, the funnel, what gets replies, and each person's own work. Why a dash means not measured, never zero.
My Pipeline and the Workspace Dashboard
AB Sales has two overview screens — My Pipeline (your personal cross-workspace cockpit in the Home tab) and the per-workspace Dashboard, whose Overview and Team tabs show what the workspace holds and how the team is doing.
CRM Settings
Everything on the CRM Settings page — the workspace currency, the mailbox it sends from, the intake key for your website form and API, your products, goals you can measure (and why moving a goal's target needs a reason), the material the AI writes with, and your labels. Automation now lives on the Agents page.
MCP Tools Reference
All 75 MCP tools ActionBridge gives AI assistants — ab_* for AB Projects (tasks with overdue counts, time logging, schedule, Documents with keyword search, project statuses and types), ab_crm_* for AB Sales (leads, labels, opportunities, activities, email, Knowledge base, products and goals), and ab_support_* for AB Support (tickets, triage, draft replies, and the knowledge base the desk's AI answers from) — plus the slash-command prompts, resource feeds, which tools need a license, and which writes post a Microsoft Teams card.