Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
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.
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.
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.
Document Comments and Teams Notifications
Learn how to discuss project documents and how document creation and edits notify your linked Teams channel.
MCP Tools Reference
Reference for the ActionBridge MCP tools that let AI assistants work with both AB Projects (tasks, documents) and AB Sales (leads, contacts, opportunities, customers) — every change recorded and posted to the linked Teams channel.
Who Can See What?
Visibility in AB Projects is membership-based: every project member sees all of the project's tasks, comments, subtasks, and history. Roles (Owner/Admin/Member) control management, not visibility — there is no private-task or read-only tier. Confidentiality is done via separate channels.
Notification Preferences
What you can configure for AB Projects notifications: your personal task digest's delivery method (email/Teams) and schedule, in Settings → Task Reminders. Real-time Teams channel activity is automatic; per-event toggles, task following, per-task due reminders, and an in-app inbox don't exist yet.
Integration with Microsoft Teams and Adaptive Cards
How AB Projects integrates with Microsoft Teams: one-to-one channel tab, Adaptive Cards posted for every comment and task change with a two-way thread, the chip-picker mention model that fires Teams @mentions, and Microsoft SSO with channel-driven membership (no license gate).
Notifications and Reminders
How notifications work in AB Projects: real-time Adaptive Card activity and @mentions in the linked Teams channel, plus a per-user scheduled digest of your top open tasks by email and/or Teams direct message, configured in personal Settings → Task Reminders.
Adaptive Cards and Task Previews
Learn how AB Projects posts Microsoft Teams Adaptive Cards for every comment and every task change. Cards show priority, dates, a change diff, progress, status, assignee, counts, and an Open button, and replies sync back to the task.
Commenting with Mentions in Channels
Learn how task comments in AB Projects work with Microsoft Teams. Mention members with the chip picker to @mention them in the channel post, every comment posts to the linked Teams thread, and replies in Teams sync back to the task.
Task Statuses and Workflows
Manage task workflow in AB Projects by changing status, updating progress, completing tasks, and reviewing work by status in Kanban view.
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.
AB Help Center
The ActionBridge Help Center — pick your product (AB Projects for task & project management, AB Sales for CRM) or browse the shared basics: account, security, and AI/MCP.