Help & Support

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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.

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 your own public help center — and cites them. It finds articles by meaning, so customers can ask in any language and still be answered from what you wrote.

How a Support Ticket Works

How an AB Support ticket works: the AI answers first and holds the ticket until it hands off to a human; plus the Needs a reply / 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.

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.

Supported Platforms

Where you can use AB: inside Microsoft Teams on desktop, web, and mobile, from your browser, and through AI assistants via MCP — with a Microsoft 365 work or school account. Includes the 11 supported interface languages.