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.
Which limit you've hit depends on whether you have a Lead Pack:
- With a Lead Pack — you've used this month's 1,000 new leads. It starts again at the beginning of next month.
- Without one — you've used the free 100. That one is a lifetime total, not a monthly one: it counts every lead the organization has ever added and does not come back next month. Subscribing is what lifts it.
Either way, everything you've already captured stays fully usable — only adding new leads pauses. The usage bar on the Dashboard shows what's left; 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.
It says I'm out of AI credits.
AI research is metered separately from leads, so you can be out of credits with plenty of lead allowance left. Free accounts get 100 credits for the lifetime of the account; a Lead Pack gives 1,000 a month, which do not roll over. Nothing else stops — you can still add, edit and email leads, and the Agent keeps running its other stages. See plans and your lead allowance.
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.
Open CRM Settings and check the Email Integration card. It needs a sending mailbox, and it needs admin consent to have been completed by a Global Admin — use Grant admin consent if it hasn't. There is no provider to select and no Tenant ID to type: the Graph badge is just telling you how mail is sent, and the tenant appears by itself once consent goes through, so a blank tenant line means consent is still outstanding. The card also shows a send-permission badge you can re-check. Then confirm you haven't hit the daily email cap, which lives on the Agents tab. 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. It also needs an active campaign — with none, it researches leads and sends nothing at all, which is the usual cause. 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 archive 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.