The CRM Settings page holds the things that are true of the whole workspace: the currency it prices in, the mailbox it sends from, the key your website form uses, the material the AI writes with, and your label set. Everyone in the workspace can see settings; only Owners and Admins can change them.
Currency
One currency for the whole workspace — every product, opportunity and deal is priced in it. Changing it doesn’t touch records you have already created, so it is worth setting before you start entering numbers rather than after.
Email Integration
AB Sales sends via Microsoft Graph from a mailbox in your own Microsoft 365 tenant — full detail in Sending email. Three fields:
- Microsoft 365 Login Email (UPN) — the real sign-in address Graph authenticates against. Required.
- Send From (alias) — the address recipients see. Leave blank to use the login email. A shared mailbox such as
sales@yourcompany.comis the better choice: replies land somewhere the team can all see. - From Name — the display name on the message.
There is also an Enable background sync (every 5 min) toggle, which pulls replies back into the CRM, and a Last sync timestamp beneath it.
Once a mailbox is configured the card summarises itself rather than offering more fields: a Graph badge, the address, Sync ON or Sync OFF, the tenant, and a send-permission badge you can re-check.
Grant admin consent
The Grant admin consent button opens Microsoft’s consent page, where a Global Admin signs in and grants the app tenant-wide Mail.Send. That is what fixes an Authorization_RequestDenied error. An ErrorInvalidUser is a different problem — the admin also has to adjust the ApplicationAccessPolicy in PowerShell.
Website form and API
The workspace’s intake key — what a form on your own website, or your backend, presents to create leads here without anyone signing in. The card shows the key with a copy button, a ready-to-paste HTML form snippet, an API example, and a Regenerate key button. The key is created the first time an Owner or Admin opens the card; members see it read-only. Treat it like a form key rather than a password: it can only create leads in this workspace, and regenerating it is how you stop abuse — every form that used the old key stops working until you paste the new one. The whole flow, the field list and what a repeat submission does are in Leads from your website form or API.
What the AI writes from
Four lists that exist so generated email has something true to say about you. None of them is required, and all of them improve what comes out.
- Products — your products and services, with an optional description and price. Priced in the workspace currency set above.
- Value Propositions — a benefit, who it is aimed at (“IT Manager”, “CEO”), and why it matters to them.
- Goals — what you are trying to achieve, so messaging can line up with it.
- Languages — which languages AI email generation may write in. One is marked default and is used when a lead has no preference.
Email Signatures
Signatures are appended to outgoing CRM email. Each one is tied to a send-from address, and the matching signature is chosen automatically; the one marked default applies when no address matches. Useful when several people send from the same workspace under different aliases.
Labels
Manage the workspace’s label set here: add a label, edit its name and color, or remove one you no longer use. A new workspace with no labels offers Add suggested defaults to seed the starter set in one click. See Labels — they are also how you target a campaign at a segment, such as leads you have marked Japanese. The AI desk-research applies matching labels during research.
Lead automation
The last card on the page is a signpost, not a settings panel. Open Agents takes you to where the Agent actually lives:
- Enable / Disable, and Pause 24h / Resume now.
- The daily outbound email cap — start low (5–10) until you trust the template and lead quality, then raise it.
- The Teams notification channel the post-send Adaptive Cards land in. Leave it blank to send silently.
- Outbound templates — a Subject plus an HTML body, edited with a Design / HTML / Preview toggle, filling
{{LeadName}},{{CompanyName}},{{ContactName}},{{ContactEmail}}and{{Website}}per recipient. Anything else stays as literal text, so a typo is visible rather than silently blank. - Campaigns — there is no “default template” any more. A campaign decides which template a lead gets and when; without an active campaign, nothing is sent.
- AI Reply Drafting — an enable toggle, an auto-send toggle (off by default, with a warning), and its own daily send cap.