The CRM Settings page is where you set up everything the Agent and email need: the sending mailbox, the daily cap, the notification channel, templates, 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.
Email templates
- Each workspace can store multiple templates: a Subject + an HTML body.
- Placeholders like
{{LeadName}},{{ContactName}},{{CompanyInsight}}are filled per recipient. - Set one as the default — that's what the Agent sends.
Labels
Manage your workspace's label set here too — create, recolor, reorder, archive. See Labels.
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.