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What Can WithMe Do For You?

A quick guide to the four AI agents built into WithMe: Cassie for support, Margo for marketing content, the Sales Agent for leads, and the Design Agent for checkout graphics.

What Can WithMe Do For You?

Cassie helps answer questions about using your Hub. Margo, Sal and Dez are part of the optional AI Team subscription, which is separate from your Creator Hub subscription. Here is what each one does. 👇

💬 Cassie: Answers Your Questions About WithMe

Cassie is the AI assistant in the chat widget on every WithMe page. Ask her anything about using the platform and she'll pull the answer straight from this Help Center. If she can't resolve it, your conversation is passed to a real person on the Customer Success team automatically.

Try asking:

  • "How do I manage my customer list on WithMe?"

  • "How can I send an email campaign?"

  • "How do I customise my Hub?"

💡 Pro Tip: Want a human instead? Just type "Can I speak to a human agent?" and you'll be connected. More detail in How to Contact Support.

📣 Margo: Writes Your Marketing Content

Margo is your AI marketing agent. She's the one to go to for headlines, launch emails, social captions and product ideas. Give her context about your audience and your offer, and she'll help you brainstorm, draft and refine.

Try asking:

  • "Write a catchy email to welcome new subscribers."

  • "Generate 10 product ideas I could sell on WithMe."

  • "Create a social caption for my new course launch."

📍 Find Margo under Margo - Marketing Agent in your left-hand Creator Menu on desktop, or in the More menu on mobile. Full details in Meet Margo.

🧲 The Sales Agent: Finds Your Leads

The AI Sales Agent runs quietly in the background of your hub and turns anonymous traffic into leads you can actually follow up with. It works out who's browsing, tracks what they're looking at, scores how interested they seem, and surfaces them to you with name and contact details.

📍 Your identified leads live under the Sales Agent tab in your dashboard, not the Customers tab. Full details in What Is the AI Sales Agent.

💡 Heads up: the Sales Agent used to be called the Visitor Agent. Same agent, new name.

🎨 The Design Agent: Builds Your Product Landing Pages

The Design Agent creates an HTML landing page using your product details, images and brand styling. Review and edit the result. If you generate the page from within the product itself, it auto-deploys. If you generate it from the standalone Design Agent page, click Deploy along the top to publish it, which both deploys it to the product and saves a copy to your hard drive. If you generated or resumed the page without choosing a product first, click Add to landing page in the finished editor instead: this opens a picker where you can choose a destination product (cancelling keeps all your edits and images in the editor). The picker's product list includes Lead Capture products alongside courses, coaching, memberships and custom products; if you choose a Lead Capture product, its title, description, sales description, thumbnail, button text and any sales files are carried over. Confirming saves the finished page straight to that product's landing page, no JPEG download needed. If saving fails, your page stays in the editor so you can try again.

📍 Find it under Design Agent in your left sidebar. Full details in What Does the Design Agent Create.

🧮 AI Team Access

The current AI Team uses subscription access rather than a shared per-job credit balance for the Sales Agent and Design Agent. Adding the Design Agent’s generated page is included with that access; there is no separate credit charge to add it.

If you have questions about AI Team access, message us from the chat bubble and we will help.

🤝 Want Jobs Done For You? Meet the AI Team

Cassie answers questions about WithMe. Margo, Sal, Dez and Otto are the currently available specialists on your optional AI Team: marketing, identified visitor leads, landing-page design, and a daily business review and chat. Otto is part of the AI Team add-on, with a limited number of free questions available if you haven't added it.

Who they are and what they do: Meet Your AI Team.

That's the full line-up. Between them they cover support, marketing, leads, design and a daily business review, so you can spend your time on the part only you can do: making the thing people came for. 🚀

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