The quick answers to the questions we hear most. If yours isn't here, search the help center or reach us from the widget in the corner.
I researched a lead with AI, but the Contacts tab is still empty.
That's expected. Research with AI enriches the lead's own fields — it doesn't create a contact. A lead moves into the Contacts tab only when you add a contact to it (open the lead → Contacts → + Add contact). See how the funnel works.
I can't add new leads — it says I've reached a limit.
You've used your organization's new-lead allowance for the month (or the free 100 leads, if you haven't subscribed). Everything you've already captured stays fully usable — only adding new leads pauses. The usage bar on the Dashboard shows what's left and when it resets; see plans and your lead allowance. Note the allowance is shared across every workspace in your organization, so another workspace won't have its own.
I don't see my workspace.
Open the personal app's Workspaces tab — every workspace you belong to is listed there. A channel workspace is only visible to members of that Teams channel; ask the owner to add you, or create your own standalone workspace.
Email won't send.
Check CRM Settings: a sending mailbox and Tenant ID are set, the provider is Graph, and your admin has granted consent for the app to send mail. Also confirm you haven't hit the daily email cap. If no mailbox is connected yet, the compose panel still works in preview mode — it drafts and saves the email to the lead's history without delivering it.
The Agent isn't emailing my leads.
The Agent only emails leads that are in Information filled status (Name + Website + Email), when automation is enabled, mail is configured, the daily cap isn't reached, and the lead isn't opted out. The lead's detail panel logs the exact skip reason.
Everything is labelled “Sample —”.
Every new workspace is seeded with a few sample records so the tabs aren't empty on first open. They're safe to delete any time, and they never count against your lead allowance.
Sign in or sign out gave an error.
Reload the tab and try again. If it persists, remove and re-add the AB Sales app in Teams; your data is untouched by a reinstall.