Since 1.1183.0, AB Sales answers the question a sales team actually asks: is our approach working? A new Team tab on every workspace’s dashboard says so in one sentence, shows each goal against its target, and breaks the work down by product, channel, campaign and person. Goals can now be measured, the Knowledge base steers every AI draft, and AI assistants can manage products and goals for you.
The Team tab: is it working?
- A verdict at the top — one plain sentence about the last 30 days: outreach has stopped, too few leads reached to judge, change course, do more of it, or keep going. If replies can’t be seen because mail sync is off, it says you can’t tell yet rather than guessing.
- Where leads came from, and how they were reached — lead sources and outreach by channel and by week, the last 30 days against the 30 before, with people, automation and AI counted separately.
- The funnel — how many leads moved into each stage, how long they spend in each phase, and the latest moves.
- What gets answers — reply and meeting rates by campaign, campaign step, country, language and channel, shown once there are at least 10 leads to compare.
- By person — each person’s own outreach and results, listed by name and never ranked. Owners and Admins see everyone, a team lead sees their team, and everyone else sees themselves.
Anything AB Sales hasn’t recorded yet shows as “—”, never as a zero that would read as “nobody did anything”. See The Team tab for each section.
Goals you can measure
A goal in CRM settings can now have a measure — orders, order value, new leads, or outreach by people — a target, and a period: each month, each quarter, each year, or a date range, optionally for a single product. The Team tab shows how far along each goal is and whether the team is on pace. Changing the target of a goal the team is already working towards asks why, and the reason is kept in the goal’s history. Beside the goals, a By product table shows the orders and order value for each product. See Goals you can measure.
A playbook the AI follows
- A starter playbook — an empty Knowledge base offers six starter pages to edit into your own, written only when you click.
- Campaigns name their article — each campaign can point at the Knowledge base article its pitch follows, with a workspace default for the rest.
- AI drafts follow it — AI reply drafts and Generate in the email composer now write from that article, so a better playbook means better drafts.
See The Knowledge base.
Running a sales team
- Members — CRM settings has a Members section, where the workspace owner decides who is an Admin.
- Sales teams — group people into teams, each with a team lead. With no teams set up, the whole workspace counts as one group.
- Hand a lead on — change a lead’s owner from the lead page, or for many leads at once from the lead list.
- One list of lead sources — lead sources are now a list the admin manages in CRM settings, so one source no longer splits into several spellings. Old free-text sources can be mapped onto the list one spelling at a time.
- One lead count — the Overview’s Leads tile now counts every live lead, and the Team tab says what its own numbers leave out, so the dashboard agrees with itself.
AI assistants can manage it too
Thirteen new MCP tools bring AB’s total to 75: five for the Knowledge base, to read and write articles and choose the one drafts follow, and eight to list, add, change and archive products and goals. Nothing is deleted, only archived, and an assistant has to give a reason before it moves a goal’s target — the same rule a person follows. See the MCP tools reference.
Also in this release
- AB Support — the desk dashboard shows who did the work: the AI, your team and automation side by side, never added together, and what the AI couldn’t answer. Every desk Settings section now links to its help article.
- AB Projects — when an AI assistant opens a task, it now lists the task’s subtasks.
As always, AB updates automatically — nothing to install. If anything looks off after the new version lands for you, the team is only a message away.