Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Leads from Your Website Form or API
Point your website's download, demo or contact form at AB Sales and every submission becomes a lead — no sign-in, no backend. Covers the intake key, the HTML form snippet, the JSON API, what a repeat submission does, and what your visitor sees.
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.
Plans, Pricing, and Your Lead Allowance
AB Sales is priced by how many new leads you add, not by how many people use it. Your first 100 leads are free, a plan adds 1,000 new leads a month, and the allowance is shared across every workspace in your organization.
The AB Sales Bot: Chat Commands
Ask the AB Sales bot for your leads, pipeline, or customers — or create a lead — right from a Teams chat. All commands work in English and Japanese.
Importing and Exporting Leads (CSV)
Bring leads into AB Sales from a CSV file or export your whole lead list — including labels, funnel stage, and AI research. Covers the template, duplicate detection, and which columns import.
Who Can See What? (AB Sales)
Visibility in AB Sales is workspace-based: every workspace member sees that workspace's whole pipeline, each workspace's data is isolated, and roles (Owner/Admin/Member) control management, not visibility.
AB Sales Troubleshooting
Answers to the most common AB Sales questions — an empty Contacts tab, being unable to add leads, missing workspaces, email that won't send, sample data, and sign-in issues.
Labels: Tagging and Segmenting Leads
Labels are colored tags you attach to leads to segment your pipeline by temperature, size, or industry. Every workspace ships with a default set, the AI can auto-apply them, and you can filter and group by label.
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. What each shows.
The Channel Tab and Notifications
The AB Sales channel tab gives your whole team one shared pipeline, and posts notifications to the channel when leads and customers are created. What everyone sees, and why it's the same for all members.
Sending Email from AB Sales
How AB Sales sends email — in plain terms. It sends from your own company mailbox through Microsoft 365, set up once by your admin. Covers the sending identity, choosing a mailbox, templates, campaigns, AI-drafted replies, and deliverability.
Agents: CRM Automation
The Agent is the automation engine that finds missing websites, extracts contact emails, sends your campaign emails, and drafts AI replies when leads respond — on a 5-minute timer, with strict verification, human review, and daily caps. This article covers each stage, how to pause, and how to opt out a single lead.
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, the material the AI writes with, and your labels. Automation, the daily email cap, the notification channel and templates now live on the Agents page. Everyone can see settings; only Owners and Admins can change them.
Contacts
A Contact is a person attached to a Lead or Customer in AB Sales. Adding a contact to a lead advances it to the Contact stage. One parent can carry many contacts — the buyer, the technical reviewer, the decision-maker.
Leads: Capturing and Qualifying Prospects
A Lead is a prospect you haven't yet established a relationship with. This article covers the status pipeline (New, Information filled, Contacted, Qualified, Disqualified), how the AI Get URL button works, and how leads get created — typed in, imported from CSV, or sent from your own website form or API.
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.
MCP Tools Reference
All 55 MCP tools ActionBridge gives AI assistants — ab_* for AB Projects (tasks, schedule, Documents, project statuses and types), ab_crm_* for AB Sales (leads, labels, opportunities, activities, email), and ab_support_* for AB Support (tickets, triage, draft replies) — plus the slash-command prompts, resource feeds, which tools need a license, and which writes post a Microsoft Teams card.
Exporting and Accessing Project Data
AB Projects has no CSV/Excel export of task or project data yet. How your data is preserved (per-task change history, the Teams channel record) and how to get it out today: filtered views, AI assistants over MCP, and asking support.