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.
Time Off in AB Talent
How time off works in AB Talent: why everyone starts with zero days until HR grants them, how to request and cancel, how managers approve or decline, and how HR sets up kinds of time off and grants days.
Who Can See What in AB Talent
AB Talent shows each person only what their access allows. The seven kinds of access, how they combine, why even an HR admin doesn't see salaries by default, and how to change someone's access.
Setting Up AB Talent
How to set up AB Talent for your company: create the workspace, import your team from Microsoft 365, give people access, set up time off, choose the handbook, connect candidate mail, and what each colleague sees the first time they open it.
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.
Using AB in Microsoft 365 Copilot
AB Projects, AB Sales and AB Support each come with an agent for Microsoft 365 Copilot. How to open one, what to ask, why every change asks you to confirm first, and what to do when an agent seems to be missing something.
Outreach: Every Time You Reached a Lead, and When to Follow Up
Outreach records every time a lead was reached: emails from AB Sales record themselves, and you log web forms, outside emails, meetings and calls. Covers results and which ones end a campaign, the follow-up date suggested from a campaign, the Leads list columns and Follow-up due filter, and fixing a mistake.
Approving an ActionBridge app for your organization (for IT administrators)
For IT administrators: what approving AB Projects, AB Sales, AB Support or AB Talent for your organization grants, permission by permission, who can approve it, and how to undo it.
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.
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.
Filtering Tasks and Saved Filters
How task filters work in AB Projects: every condition the filter panel offers, saving a filter set you reuse, sharing a filtered view as a link, and why filters stick between visits.
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 (including answers recorded in Outreach), the confirmation before a campaign emails existing leads, 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.
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.
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.
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.
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 color 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.
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.
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.
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.
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.
Opportunities
An Opportunity is a specific deal in AB Sales — an amount, a close date, and a stage. Win it to convert a lead to a customer, or to auto-create an order if it's already on one.
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.
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.
Document Comments and Teams Notifications
Learn how to discuss project documents and how document creation and edits notify your linked Teams channel.
Creating and Editing Documents
Learn how to create, organize, edit, preview, and review versions of project documents in ActionBridge.
Project Documents (Wiki): Overview
Learn how to find, create, organize, and collaborate on 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.
Why AB Projects Requires Microsoft Graph Permissions
Every permission AB Projects asks for, mapped to the feature it powers: organization-wide Microsoft Graph permissions an administrator consents to in Entra ID (mostly delegated), and the team permissions a team owner accepts per team, including the 2.4.0 one that lets thread replies sync to tasks.
Notification Preferences
How to control what AB Projects sends you: the personal task digest in Settings, per-task deadline reminders, following tasks with the in-app notification bell, and the project-wide Teams channel notification toggles for owners and admins.
Language and Locale Settings
AB Projects is available in 11 languages, all directly selectable from the Language dropdown in Settings. How to change your language, what the setting changes, and why dates stay in ISO format.
Editing Your Profile and Icon
How to change your AB Projects display name, profile photo, language, and timezone in the Settings tab. Your profile starts as a copy of your Microsoft 365 identity, then is edited independently inside AB Projects.
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.
Built-in Automation
AB Projects has no if-this-then-that rule builder — the routine work is automated out of the box: status-driven progress, subtask roll-up, automatic Teams cards (tunable per event type per project), channel-driven membership sync, digests and reminders, and AI assists.
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.
Notifications and Reminders
The three notification types in AB Projects: real-time Adaptive Card activity in the linked Teams channel (with per-project category toggles), a scheduled top-10 task digest by email or Teams chat, and one-shot per-task deadline reminders set with the task's bell.
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.
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.
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.
Role-Based Access Control
The four project roles in AB Projects — Owner, Admin, Member, and Viewer — what each can do, how roles are changed, the guardrails around ownership and the last Admin, and how the read-only Viewer role differs from having no license seat.
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.
Setting Due Dates and Priorities
Set task priority, start dates, and due dates in AB Projects. Learn where dates and priority appear, how to edit them, and why changes ask for a reason.
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.
Creating Your First Task
Create your first task in AB Projects: open Tasks, enter the title and useful details, assign the work, save it, and continue from the task detail panel.
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.