Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
AB Support Troubleshooting
Fixes for the most common AB Support snags — no inquiry cards in the channel, email not syncing, the AI answering wrong, and the web-chat widget not appearing.
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.
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 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 Sales Troubleshooting
Answers to the most common AB Sales questions — an empty Contacts tab, missing workspaces, email that won't send, sample data, and sign-in issues.
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, and deliverability.
Agents: CRM Automation
The Agent is the automation engine that finds missing websites, extracts contact emails from company pages, and sends a first-touch template email — on a 5-minute timer, with strict verification and daily caps. This article covers each stage, how to pause, and how to opt out a single lead.
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.
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.