Since 1.1035.0, AB Sales records every time you reach a lead — by email, web form, outside email, meeting or call — and tells you who is due a follow-up today. AB Support opens with what the AI did while you were away, and shows the AI as the assignee of the tickets it is holding. AB Projects offers a newcomer their first task instead of an empty screen, and signing in from Microsoft Teams now explains itself when Microsoft asks for consent.
AB Sales: every outreach to a lead, and when to follow up
A lead’s Contacted status only says you reached it once. Each lead now has an Outreach record of every time, what came of it, and when to follow up next.
- Emails record themselves. Every email AB Sales sends to a lead — from the lead, as an AI reply, as a campaign step, or from an AI assistant — appears on the lead by itself, and a campaign step carries its campaign and step.
- Log the rest. Log outreach records a web form, an outside email, a meeting or a call, with the result: replied, asked for materials, meeting booked, declined, bounced, opted out or no response.
- An answer stops the campaign. AB Sales can’t see a reply to your web form or to an email sent from Outlook. Record it, and the lead’s campaign stops emailing them.
- The campaign suggests the next date. Pick a campaign when you log outreach, and the next step and its follow-up date fill themselves in from the campaign’s wait days.
- Who is due today. The Leads list shows each lead’s last outreach, follow-up date and latest result, and Follow-up due lists the leads whose date has come, soonest first.
- Switching a campaign on asks first. Saving a campaign as active now says how many existing leads it would email, and how many a day, before anything is sent — and offers to save it switched off instead.
Past emails and campaign sends were added to each lead, so the history starts complete. The details are in Outreach: Every Time You Reached a Lead, and When to Follow Up.
AB Sales: straight to your records
- Lists open on the records. On Leads and Customers, the charts sit behind an Insights button instead of pushing the first lead far down the page.
- A first lead for newcomers. Someone new to AB Sales sees a card to add their first lead on the home screen, instead of empty boxes and the sample data.
- Numbers that agree. Amounts show in the workspace’s own currency, figures that count orders now say orders, and the dashboard’s lead pipeline adds up to the total.
- A calmer lead page. One main action, and every row says what it is.
- Automation lets go. The Agent no longer retries, every few minutes, a lead it has no way to send to.
AB Support: what the AI did while you were away
- Home opens with it. While you were away leads with the tickets the AI handed on that are waiting for someone, then how many questions it answered on how many tickets. Each line opens exactly the tickets it counted.
- The AI is an assignee. A ticket the AI is holding shows AI as its assignee, with its own AI filter in the inbox. Unassigned now means nobody, so that number drops.
- Taking a ticket over is recorded. Replying from the ticket page or assigning someone takes the ticket from the AI, and the ticket’s history says who took it and why.
- One “Needs a reply”. The same idea had five names and four rules. It is now one, and it leaves out tickets the AI is still handling.
- Your desk answers from your sources. A desk’s AI uses a help center only when the desk names one.
- Tickets first on a phone, with the filters behind a button, and desk settings that read in order — email set up in three numbered steps.
AB Projects: a first task, and screens that say what they mean
- A first task, not “All clear”. Someone who has never had a task is offered one on the home screen: a title, a due date at the end of the week, and Add task. If the team already has work, it says nothing is assigned to them yet and links to it. A quiet week for everyone else still reads “All clear”.
- My work counts truly. The tiles count across every project, not the first 100, and each one opens the tasks it counts.
- The reason is visible. The change log shows each change’s reason without opening the entry, and the activity feeds name the status a task moved to, with the reason, instead of “moved”.
- Finished tasks aren’t overdue. The list no longer flags a Done task past its date.
- Easier to move around. The Gantt chart opens on the open work, Esc closes the task panel, every project page has the same project menu, and the Projects page shows its first cards quickly with the rest on request.
Signing in from Microsoft Teams
- Consent, explained first. When Microsoft needs your permission, a short screen says what the sign-in is for before Microsoft’s prompt appears. Close the prompt by mistake and Try again brings it back.
- When only an administrator can approve, the screen says so and gives you a ready-made request to send them, with a link that tells them whether it worked.
- Fewer false starts. A sign-in that fails once is retried before you see an error.
- Links between tabs switch tabs in Microsoft Teams, instead of opening the other page inside the one you were on.
The quiet fixes
- The top bar speaks your language, not the language of whoever opened the app first after an update.
- Every workspace shows, on the pages that list or count them, not only the first 100.
- Every icon-only button has a name a screen reader can say, across all three products.
- AB Support’s settings and inbox open in a browser instead of sending you to My work.
- The Projects page sorts descending when you ask it to, and Esc in a filter list closes it.
- An address that leads nowhere now shows a page that says so.
As always, AB Projects, AB Sales and AB Support update automatically — nothing to install. If anything looks off after the new version lands for you, the team is only a message away.