Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
The HR Help Desk
Employees ask HR questions in a personal Teams chat with AB Talent and get an answer from their own record and your company handbook, with sources, or the question goes to HR. What it can read, what HR sees, and how to set up the handbook safely.
AB Talent: Overview
AB Talent runs hiring and people operations in one place: open roles and candidates, the roster, time off, attendance and an HR help desk. What each tab does, what the AI does and doesn't do, and what AB Talent leaves to other systems. The hub for every AB Talent help page.
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.
Installing AB Support
How to install AB Support from the Microsoft Teams store and create your first support desk — from the Home tab in seconds, or as a channel tab — then work that same desk in Teams, Outlook or a browser. Your customers never install anything.
AB Support Troubleshooting
Fixes for the most common AB Support snags — replies stopping altogether, no inquiry cards, email not syncing, the AI answering wrong, the web-chat widget not appearing, WhatsApp and SMS not arriving, and signing in on the web.
Your Customer Store
Everyone who contacts your AB Support desk becomes a customer record, matched by email or phone number depending on the channel, so returning people bring their history. When one person arrives as two records, an agent can merge them. It's AB Support's own store, separate from the AB Sales CRM.
Support Desks: Your AB Support Workspace
A desk is your AB Support workspace — its own tickets, customers and settings, independent of AB Projects and AB Sales. The two ways to create one, how to choose, and how to open it from Teams, Outlook or the web.
AB Support: Overview
AB Support is AI-assisted customer service your team works from Microsoft Teams, Outlook or a web browser — customers reach you by web chat, email, forms, WhatsApp and SMS; tickets land in one queue. The hub for every AB Support help page.
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.
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.
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.
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.
Document Comments and Teams Notifications
Learn how to discuss project documents and how document creation and edits notify your linked Teams channel.
Project Documents (Wiki): Overview
Learn how to find, create, organize, and collaborate on project documents in ActionBridge.
Creating and Editing Documents
Learn how to create, organize, edit, preview, and review versions of project documents in ActionBridge.
MCP Tools Reference
All 62 MCP tools ActionBridge gives AI assistants — ab_* for AB Projects (tasks with overdue counts, time logging, schedule, Documents with keyword search, project statuses and types), ab_crm_* for AB Sales (leads, labels, opportunities, activities, email), and ab_support_* for AB Support (tickets, triage, draft replies, and the knowledge base the desk's AI answers from) — plus the slash-command prompts, resource feeds, which tools need a license, and which writes post a Microsoft Teams card.
Installing the AB Projects Teams App
How to install AB Projects in Microsoft Teams: add the app from the Teams app store or Microsoft Marketplace, then add the channel tab to link a channel to a project — with automatic Microsoft 365 sign-in, project types, the included bot, and licensing basics.
AB Help Center
The ActionBridge Help Center — pick your product (AB Projects for task & project management, AB Sales for CRM, AB Support for AI customer service, AB Talent for hiring and HR) or browse the shared basics: account, security, and AI/MCP.