Help & Support

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Knowledge Sources: How the AI Answers

The AI answers customers directly from the knowledge sources you point it at — an AB wiki and public help content — and cites them. What you put in those sources is what your customers get, so configure them carefully.

AB Support

knowledge base

wiki

AI answers

citations

sources

Linking Documents to Tasks and Finding Pages

Learn how to find project documents and create bidirectional links between documents and tasks in ActionBridge.

AB Projects documents

linked tasks

linked wiki

document filter

document tree

project knowledge

connected assistants

Document Comments and Teams Notifications

Learn how to discuss project documents and how document creation and edits notify your linked Teams channel.

AB Projects documents

document comments

discussion

Teams notifications

collaboration

edit notes

Project Documents (Wiki): Overview

Learn how to find, create, organize, and collaborate on project documents in ActionBridge.

AB Projects documents

project wiki

knowledge base

Markdown documents

document tags

document version

link documents to tasks

project documentation

Creating and Editing Documents

Learn how to create, organize, edit, preview, and review versions of project documents in ActionBridge.

AB Projects documents

create wiki page

edit document

Markdown

edit note

version history

delete document

Understanding Projects and Teams

What a project is in AB Projects: a shared workspace of tasks, wiki, and documents tied one-to-one to a Microsoft Teams channel, with membership synced from the channel and four roles — Owner, Admin, Member, and Viewer.

AB Projects

projects

Teams channel

project workspace

project members

roles

Owner Admin Member Viewer

channel sync

Projects tab