Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
Campaigns: Multi-Step Email Sequences
A campaign is an ordered sequence of emails the Agent sends a lead over time, stopping the moment they reply. Covers entry filters, steps and wait days, priority, what ends a sequence, and why nothing sends until a campaign exists.
Sending Email from AB Sales
How AB Sales sends email — in plain terms. It sends from your own company mailbox through Microsoft 365, set up once by your admin. Covers the sending identity, choosing a mailbox, templates, campaigns, and deliverability.
CRM Settings
Everything in the CRM Settings page — automation on/off, the sending mailbox and daily email cap, the Teams notification channel, and labels. Templates and campaigns now live on the Agents tab. Owner/Admin only.
Agents: CRM Automation
The Agent is the automation engine that finds missing websites, extracts contact emails from company pages, and sends your campaign emails — on a 5-minute timer, with strict verification and daily caps. This article covers each stage, how to pause, and how to opt out a single lead.