AB Sales — App Information & Publisher Documentation

AB Sales is a CRM with an AI sales assistant that runs inside Microsoft Teams. It helps sales teams turn raw leads into paying, repeat customers with less manual work: the AI does the desk research and outreach, and the salesperson makes the judgment calls.

Publisher: RECEIPTROLLER · Website: https://actionbridge.io · Support: support@actionbridge.io

What the app does (core functionality)

The sales funnel, end to end. A company moves through phases — Lead → Contact → Opportunity → Customer — and each tab shows the leads at that phase, so you see conversion at a glance.
AI desk research. For each lead, the AI studies the company, works out how your product fits, and suggests a tailored approach.
Automated outreach. The AI drafts personalized emails and runs follow-ups in the background (subject to a per-organization daily cap you control). AI-generated content is labeled in-app and can be reviewed before it is relied on.
Contacts, opportunities & deals. Track the people, the pitches, and the orders (Open → Delivered → Invoiced → Paid) — a customer is an ongoing account you keep doing business with.
Labels & triage to prioritize which leads to work first.
Team visibility. Updates post as Adaptive Cards to your Teams channels.

How it is used in Teams

Personal app — opens a “My Pipeline” cockpit across your organizations.
Channel tab — a shared, organization-scoped CRM for the team in that channel.
Bot — conversational commands: my leads, pipeline, customers, new lead, crm help.

Sign-in & identity

Authentication is Microsoft 365 SSO — there is no separate account to create.
The bot is a single-tenant Azure Bot; the Teams app is distributed via the Microsoft commercial marketplace with per-tenant admin consent.

Data handling

What we store: your CRM records (leads, contacts, opportunities, customers, deals, notes, activities) and app/automation settings, scoped to your organization.
Where: in the publisher’s Microsoft Azure tenant (Azure Table Storage / SQL), isolated per organization.
Email sending: outreach is sent from your organization’s own Microsoft 365 mailbox that your administrator authorizes; the app does not send from a shared publisher mailbox.
AI processing: company research and drafting use a large language model; only the data needed for that task is sent. AI output is marked in-app.
Access scope: the app operates within your Microsoft 365 tenant and the CRM data your organization creates in it. It does not read unrelated mailboxes or files.

Reporting objectionable content

AB Sales uses AI to research leads, draft emails, and generate bot responses. To report AI-generated content you find objectionable, contact support@actionbridge.io or https://actionbridge.io/en-US/contact.