Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Your Personal Settings
Your personal AB Support settings — profile, language, timezone, and the opt-in ticket digest email — and how they differ from a desk's admin-only settings.
Rating the AI's Answers
Customers can rate the AI's answers with a thumbs up or down; the score rolls up to a helpfulness percentage on your dashboard so you can track and improve answer quality.
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, how to brand it with your own launcher icon, and what visitors see.
How Customers Reach You
The ways customers reach your AB Support desk — web chat, support email, web forms, plus WhatsApp and SMS — and how each becomes a ticket your team handles in Teams.
CRM Settings
Everything in the CRM Settings page — automation on/off, the sending mailbox and daily email cap, the Teams notification channel, email templates, and labels. Owner/Admin only.
Linking Documents to Tasks and Finding Pages
Learn how to find project documents and create bidirectional links between documents and tasks in ActionBridge.
Images or Files Won't Upload
Image won't upload in AB Projects? Uploads are images embedded via the editor (comments, descriptions) and the profile/project icon pickers — icons are capped at 2 MB — stored in AB's own cloud storage, not OneDrive/SharePoint. Check format, size, session, and network.
I Can't See My Tasks
Tasks not showing in AB Projects? It's almost always a remembered filter, the wrong project or view (Gantt needs dates), or Teams-channel membership that hasn't synced — and if you can see tasks but not create them, it's a license seat, not a bug.
Editing Your Profile and Icon
How to change your AB Projects display name, profile photo, language, and timezone in the Settings tab. Your profile starts as a copy of your Microsoft 365 identity, then is edited independently inside AB Projects.
Adaptive Cards and Task Previews
What the Adaptive Cards AB Projects posts to your Teams channel actually show — priority, dates, a change diff, progress, badges, counts, and the Open button — when they're posted, and why replying under a card writes straight to the task.
Commenting with Mentions in Channels
How task comments sync with the Microsoft Teams thread — comments always post to the channel; thread replies sync back to the task only when the reply @mentions AB Projects — and how the Mention in Teams notification picker controls who gets pinged.
Using Tabs for Task Management
Manage tasks from the AB Projects channel tab in Microsoft Teams: List, Gantt, and Kanban views, creating tasks, the slide-in detail panel, comments with mentions, remembered filters, and how every change is logged with a reason and posted to the channel.
Managing Project Settings
A tour of the AB Projects project settings page: identity, members, Teams channel notification toggles, GitHub integration, task workflow options, the Teams link, ownership transfer, leaving, and the unlink-before-delete rule.
Adding or Removing Members
How people join and leave an AB Projects project: the linked Teams channel is the roster — auto-sync adds the whole channel, the Team page invite covers stragglers, and removing someone for good means removing them from the channel too.
Subtasks and Task Hierarchy
Break large tasks into manageable subtasks in AB Projects. Create new subtasks, attach existing tasks, use AI suggestions, and review progress from the parent task.
Task Comments and Mentions
Add task comments in AB Projects, use rich-text formatting, mention project members in Teams notifications, and review or manage the resulting discussion.
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.
Navigating the Interface
How to get around any ActionBridge app in Microsoft Teams — a personal app with a Home tab plus product tabs, channel tabs for shared team work, and the same data on the web.
Supported Platforms
Where you can use AB: inside Microsoft Teams on desktop, web, and mobile, from your browser, and through AI assistants via MCP — with a Microsoft 365 work or school account. Includes the 11 supported interface languages.