Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Campaigns: Multi-Step Email Sequences
A campaign is an ordered sequence of emails the Agent sends a lead over time, stopping the moment they reply. Covers entry filters, steps and wait days, priority, what ends a sequence, and why nothing sends until a campaign exists.
Turning Support Email into Tickets
Connect your support mailbox so email becomes tickets and replies go back by email. Needs a one-time Microsoft 365 admin consent — here's the setup.
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.
MCP Tools Reference
All 40 MCP tools ActionBridge gives AI assistants — ab_* for AB Projects (tasks, schedule, Documents) and ab_crm_* for AB Sales (leads, opportunities, activities, email) — plus the slash-command prompts, resource feeds, which tools need a license, and which writes post a Microsoft Teams card.