Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
The AB Support Bot
The AB Support bot is for your team, not your customers — ask it a question and it answers from your desk's knowledge base with sources, check open tickets, see what is assigned to you, and pick the channel escalations land in.
Your Monthly Allowance: Transactions and AI Credits
AB Support meters two things each month — customer transactions and AI credits. What each one counts, where to watch what is left, the warning Home shows you at 80%, what happens when either runs out, and how Usage Packs add capacity.
Where an Escalated Ticket Goes
When the AI can't answer, it routes the ticket to CS, Tech or Product with a one-line reason and a draft reply. What routing is, what it isn't, and why a routed ticket still needs someone to claim it.
Task Dependencies: Blocked By and Blocks
How task dependencies work in AB Projects: add predecessors from the task that is waiting, read the automatic Blocks mirror, understand why an unmet predecessor warns rather than blocks, and how an AI assistant can set dependencies over MCP.
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.
Your Personal Settings
Your personal AB Support settings — profile, language, timezone, and the opt-in ticket digest email — how they differ from a desk's admin-only settings, and why the digest has its own Save button.
Working the Ticket Queue
How to scan, filter, and work the AB Support ticket queue: new tickets appearing on their own, the inbox row signals, compact rows, long queues, quick filters and sort, saved filters, keyboard triage, Next ticket after resolving, and bulk actions.
Who Can See Your Tickets and Customers
Who has access to an AB Support desk's tickets and customers — desk membership is the rule, how you join depends on whether the desk is channel-linked or standalone, and one desk (or another AB product) can never see another's data.
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.
Assigning Tickets to Your Team
How to assign a support ticket to a teammate so a real team can divide the work, plus how assignment differs from AI-vs-human handling.
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.
Rating the AI's Answers
Customers can rate the AI's answers with a thumbs up or down; the score rolls up to a helpfulness percentage on your dashboard so you can track and improve answer quality.
The AB Support Dashboard
A desk opens on an interactive dashboard — in Teams or the web app. Its metric tiles are clickable and open the ticket list filtered to exactly those tickets. Which tiles click through, which don't, and how to read the numbers.
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, and why mail takes a few minutes to appear.
Web Forms: Turning "Contact Us" into Tickets
A Contact us web form becomes a ticket; the reply is emailed to the visitor. Use the hosted form or POST your own to the endpoint — and note the mailbox it needs to reply.
The Web Chat Widget
The AB Support web chat widget — a chat bubble you embed with one script tag. How to add it, preview it, its options, the 11 languages it speaks, how to brand it with your own colour and launcher icon, and what visitors see.
AB Support Settings
Two things are called settings in AB Support: your personal settings (language, timezone, ticket digest) and a desk's admin-only settings (its name and icon, members, channels, statuses, knowledge sources, and its desk ID), reached from the gear inside the desk.
Knowledge Sources: How the AI Answers
The AI answers customers directly from the knowledge sources you point it at — this desk's own knowledge base, another workspace's wiki, or public help content — and cites them. It finds articles by meaning, so customers can ask in any language and still be answered from what you wrote.
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.
How a Support Ticket Works
How an AB Support ticket works: the AI answers first, then hands off to a human; plus the Needs us / Waiting on customer / Finished status categories, the suggested reply (including drafts from AI assistants), internal notes, the activity timeline, resolve reasons and Next ticket, and undelivered replies.
How Customers Reach You
The five ways customers reach your AB Support desk — web chat, support email, web forms, WhatsApp and SMS — how each becomes a ticket, and what setting each one up actually takes, including US number registration.
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.
Connecting AI Assistants via MCP
Connect Claude, ChatGPT, Cursor, Windsurf, Codex CLI, or Antigravity to ActionBridge via MCP at https://mcp.actionbridge.io/mcp — the /mcp path is the step everyone misses. Per-client OAuth setup, what you get (tools, slash-command prompts, resources), licensing, and troubleshooting.
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.
AI Support Features in AB Projects
Every AI capability in AB Projects today: dashboard greeting, task summary, suggested subtasks, task extraction from meeting recordings, the Teams bot's commands and conversational answers, the digest's Today's focus note, and MCP assistants — all clearly disclosed, none acting without you.
I Can't See My Tasks
Tasks not showing in AB Projects? It's almost always a remembered filter, the wrong project or view (Gantt needs dates), or Teams-channel membership that hasn't synced — and if you can see tasks but not create them, it's a license seat, not a bug.
Data Retention and Export
How AB Projects retains data: nothing is purged on a timer, change history and comments are preserved, and deleting a task is permanent — there is no recycle bin. Data is hosted on Microsoft Azure (Japan East). No self-serve export yet; exports and account-data deletion are handled by support on request.
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.
Daily Digest and AI Assistance
The AB Projects daily digest is sent to you, not written by you: up to 10 open tasks by due date, on the weekdays and time you set, by email and/or Teams — plus per-task deadline reminders and the AI assists you use during the day.
Using Tabs for Task Management
Manage tasks from the AB Projects channel tab in Microsoft Teams: List, Gantt, and Kanban views, creating tasks, the slide-in detail panel, comments with mentions, remembered filters, and how every change is logged with a reason and posted to the channel.
Managing Project Settings
A tour of the AB Projects project settings page: identity, members, Teams channel notification toggles, GitHub integration, task workflow options, the Teams link, ownership transfer, leaving, and the unlink-before-delete rule.
Creating and Editing Tasks
Learn how to create, find, review, and edit tasks in AB Projects, including task fields, change reasons, comments, subtasks, linked documents, and reminders.
What is ActionBridge?
ActionBridge (AB) is a family of AI-assisted apps inside Microsoft Teams — AB Projects for task and project management, AB Sales for CRM, and AB Support for AI customer service — sharing one Microsoft account, sign-in, and billing.
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) or browse the shared basics: account, security, and AI/MCP.