Everything you need to know about how Margo works.
All credentials are encrypted at rest using AES-256. API keys are hashed before storage. Each tenant is fully isolated — there is no shared state between accounts. Database connections use read-only credentials, and all communication happens over TLS.
That's up to you. Margo sends emails from your actual mailbox using your brand voice, so the experience feels like a real person on your team reaching out. Many teams choose to disclose it; others don't. Either way, the emails are contextual and personal — not generic templates.
Margo currently supports PostgreSQL, MySQL, and MongoDB. You provide a read-only connection string, and Margo uses it to query customer data — things like last login, feature usage, plan status, and more. Additional databases are on the roadmap.
Skills are your API endpoints registered with Margo. When the agent decides a customer would benefit from a specific action — like extending a trial, applying a discount, or resetting a password — it calls the appropriate skill via your API. You control which endpoints are available and what authentication is required.
Margo queries your database to identify patterns like inactivity, low feature adoption, recent downgrades, or expiring trials. You can configure the criteria, or let Margo's default heuristics handle it. Every decision is logged so you can review the reasoning.
Most teams are sending their first outreach within 10-15 minutes. You need to connect a mailbox (SMTP/IMAP credentials), point Margo at your database, and optionally register a few skills. There's no lengthy onboarding or training period.
Margo sends emails from your own mailbox, so deliverability depends on your domain's reputation. We enforce rate limits to prevent spam-like behavior, and each email is personalized — which helps inbox placement. We also support SPF, DKIM, and DMARC verification.
Yes. The dashboard includes a real-time activity feed via WebSocket. You can see every email sent, every skill invoked, and the agent's reasoning for each action. There's also a full audit log you can search and filter.
Margo is designed to escalate gracefully. If a customer reply is outside the agent's capabilities or confidence threshold, it flags the conversation for human review. You'll get a notification, and the customer gets a response like "Let me loop in the team" — never silence.
No. Campaign tools send the same template to a list. Margo reads your customer data, understands each person's situation, and writes a unique email with specific, relevant actions. It's closer to having a dedicated customer success rep for every user — except it runs 24/7.