Since 1.664.0, AB Sales’ Lead Researcher agent could only do one thing: send a single template email, once, to every lead. This release replaces that with real campaigns — ordered sequences of templates that go out step by step, filtered to the leads who should actually get them.
Sequenced, not one-shot
- Ordered steps. Build a campaign as a list of templates with a wait period between each — step 1 sends the moment a lead is enrolled, step 2 a set number of days later, and so on.
- Stops on reply. If a lead replies at any point, the sequence stops there. No campaign talks past a live conversation.
- Late joiners start at step 1. A lead that becomes eligible for a campaign after it’s already running always starts its own sequence from the top, on its own clock.
Filter targeting
Campaigns only reach the leads they’re meant for. Set entry filters by label, status, source, or industry — for example, gate a Japanese-language campaign behind a “japanese” label so it never lands in an English-speaking inbox. A lead that matches no campaign gets nothing, by design.
Visibility built in
- Marker labels. Every lead that receives a campaign send is automatically tagged with that campaign’s name, so who-got-what is filterable straight from the Leads list.
- Lead detail badge. Open any lead and see its campaign, current step, and status at a glance.
Manage campaigns from CRM → Agents → Settings: name, priority, active toggle, entry filters, and the ordered step list, all in one place.
As always, AB Projects updates automatically — nothing to install. If anything looks off after the new version lands for you, the team is only a message away.