Sending Email from AB Sales

AB Sales can email a lead for you — a one-off message you type, or a campaign the Agent works through over time. The thing worth understanding first is who the email actually comes from, because it surprises people.

Email is sent from your company's own mailbox — not from ActionBridge. The recipient sees it arrive from your address, and their reply lands in your inbox, exactly as if a colleague had sent it.

Where the email comes from

AB Sales sends through Microsoft Graph (the built-in service Microsoft 365 uses to send mail on your behalf), from a mailbox inside your own tenant (your company's Microsoft 365 account). In practice that means:

Recipients see your company's address in the “From” line.
Replies go to your inbox, never to us.
Sent items and daily sending limits live in your Microsoft 365, under your control.

What your admin approves once. Permission to send comes from an app registration — an identity your Microsoft 365 administrator approves a single time — carrying just one permission, Mail.Send. It is not access to everyone's email; it can only send from the one mailbox you choose below. That one-time approval is called admin consent.

Choose the mailbox it sends from

In CRM Settings you point AB Sales at one of two kinds of sender in your Microsoft 365:

Sender	What it is	Replies land in
Shared mailbox Recommended	An inbox several people can open, e.g. `sales@yourcompany.com`	A shared inbox the whole team sees
A person's mailbox	One real user's inbox, e.g. `alice@yourcompany.com`	That one person's inbox

Set this up before your first send. Sending stays off until the mailbox, your Tenant ID (the ID of your Microsoft 365 account), and the mail provider are filled in — all on the CRM Settings page.

Two ways to send

By hand

Open a lead → Send email. Pick a template or write your own, review it, send. The lead's status moves to Contacted.

Automatically

The Agent works through a campaign — a first email, then follow-ups spaced days apart, stopping as soon as the lead replies. Never over the daily limit you set.

Automatic sending needs a campaign. There's no default template that goes to every lead — if you haven't built a campaign, the Agent researches leads but sends nothing.

Templates

A template is a saved subject and message with fill-in-the-blank spots — written as {{LeadName}}, {{ContactName}}, and so on — that get replaced with each lead's details when the mail goes out. You create and edit templates on the Agents tab, under Settings, alongside the campaigns that send them.

A word on deliverability (whether your mail actually reaches inboxes instead of the spam folder): sending a lot, fast, from a brand-new address is the quickest way to get filtered out. Start with a low daily limit, send yourself a test first, and keep your templates genuine rather than spammy.

Once the mailbox is set up, emailing a lead is a single click — and every message goes out from your company, on your terms.

Published on 2026-07-10

Last updated on 2026-08-14

Version 4

AB Sales CRM email Microsoft Graph mailbox app registration admin consent campaigns deliverability

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