The CRM Settings page is where you set up everything the Agent and email need: the sending mailbox, the daily cap, the notification channel, and labels. Everyone in the workspace can see settings; only Owners and Admins can change them.
Automation
- Enable CRM automation — the master on/off switch. When off, the Agent skips your workspace entirely.
- For a temporary halt (holiday, incident, template migration) use Paused until on the Agents tab — it auto-resumes without a re-enable click.
Mail configuration
AB Sales sends via Microsoft Graph from a mailbox in your own Microsoft 365 tenant — full detail in Sending email. Point it at one of:
| Sender | Example | Replies land in |
|---|---|---|
| Shared mailbox Recommended | sales@yourcompany.com |
A shared inbox the team sees |
| User principal | alice@yourcompany.com |
One person's inbox |
You also set your Tenant ID and choose Graph as the provider (or None while you set up).
The app-registration credentials (client ID + secret with the
Mail.Send permission) are configured by your administrator at the hosting level, not in this UI — that keeps secrets out of the database.Daily email cap
- A hard upper limit on emails the Agent sends per workspace, per UTC day.
- When the cap is hit, remaining leads defer to the next tick after midnight UTC.
- Start low (5–10) until you trust the template and lead quality, then raise.
Teams notification channel
- The channel where post-send Adaptive Cards land. Pick the one your sales team watches.
- Leave blank to send silently.
- Each card carries the lead summary, the template used, and a one-click Stop automating this lead button.
Templates and campaigns live on the Agents tab
Looking for email templates? They moved. Outbound templates and campaigns are both edited on the Agents tab, under Settings — so the message and the sequence that sends it sit together. The Agents tab's Settings also now include AI Reply Drafting — an enable toggle, an auto-send toggle (off by default, with a warning), and its own daily send cap.
- A template is a Subject plus an HTML body, edited with a Design / HTML / Preview toggle.
- Placeholders filled per recipient:
{{LeadName}},{{CompanyName}},{{ContactName}},{{ContactEmail}},{{Website}}. Anything else stays as literal text, so a typo is visible rather than silently blank. - There is no “default template” any more — a campaign decides which template a lead gets, and when. Without an active campaign, nothing is sent.
Labels
Manage your workspace's label set here too — create, recolor, reorder, archive. See Labels. Labels are also how you target a campaign at a segment, such as leads you've marked Japanese.
Send a template to your own inbox before turning the Agent loose, prefer a shared mailbox over a personal one, and keep the daily cap conservative — deliverability degrades fast above ~50/day from a fresh sender.