Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
CRM Settings
Everything in the CRM Settings page — automation on/off, the sending mailbox and daily email cap, the Teams notification channel, and labels. Templates and campaigns now live on the Agents tab. Owner/Admin only.
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.
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.