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Agents: CRM Automation

The Agent is the automation engine that finds missing websites, extracts contact emails from company pages, and sends a first-touch template email — 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.

AB Sales
CRM
agents
automation
AI research
outbound email
pause
opt out

AB Sales Management Service: Overview

AB Sales Management Service is the CRM side of AB Projects — leads, contacts, opportunities, customers, and an Agent that automates research and outreach. Lives in the same workspace, shares the same Microsoft Teams integration.

AB Sales
CRM
leads
customers
contacts
opportunities
agents
sales pipeline

Category

Sales Management Service
7
Teams Integration
7
Advanced
5
Getting Started
5
Security
5
Tasks & Projects
5
Account & Settings
4
Documents
4
Teams & Permissions
4
AI & MCP
3

Tags

Microsoft SSO 8 AB Sales 7 CRM 7 AB Projects 5 Teams integration 5 AB Projects documents 4 Microsoft Teams 4 Teams channel sync 3 Teams tab 3 access control 3

Search History

board view 7269 project summary export 1223 project updates 1198 ActionBridge 1187 Teams project roles 1154 project configuration 1131 project roles 1129 install in Teams 1089 RBAC 1080 assign task 1080 ACTIONBRIDGE task creation 1077 Microsoft Teams task management 1076 AI support 1072 one channel per project 1071 task deadline notification 1069 ACTIONBRIDGE project settings 1065 filters 1063 collaborative task tracking 1057 permissions 1056 task workflows 1054 reminder timing 1052 Microsoft 365 app 1050 task management 1050 in-app messages 1047 project member communication 1046 work planning 1043 AB 1038 monthly charges 1032 ACTIONBRIDGE notifications 1031 Teams collaboration 1028