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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?

WithMe comes with a small team of AI agents built in. Each one has a job, and knowing which is which saves you a lot of time. Here's who does what. 👇

💬 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. She's rolling out gradually, so if you don't see her yet, access is still expanding. 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: Makes Your Checkout Graphics

The Design Agent builds a polished, branded sales image that sits at the top of your checkout page, combining your product details, brand colours and key selling points into one visual. Buyers see a professional summary of what they're buying before they enter their payment details.

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

🧮 A Quick Word on Credits

The Sales Agent and Design Agent both draw from one shared credit balance. Cassie does not use credits, so you can ask her as much as you like. Purchased credits never expire and roll over indefinitely.

Everything you need to know is in the AI Credit FAQs.

🤝 Want Jobs Done For You? Meet the AI Team

Cassie answers questions, and the agents above run inside your Hub. Your AI Team goes further: Margo, Sal, Dez and Otto are specialists who do whole jobs for you, from planning and publishing your content to building landing pages, naming your interested visitors and telling you what to focus on next.

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

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

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