Surface Documentation

The marketing system that learns what creates revenue and uses that knowledge to run better campaigns.

What is Surface?

Surface captures the demand already on your site, keeps one current record per buyer, and points agents at that record to research, score, route, schedule, write and publish. It replaces the seam between your forms, your enrichment, your scheduler and your CRM with a single record everything reads and writes. What is Surface? is the longer answer.

Start with the Outcome You Want

Capture the Traffic You Already Have

Tag installed and a first lead captured, in about ten minutes.

Send Sales Only the Leads Worth Calling

Research, enrichment, signal and scoring on every record as it lands.

Show Up When a Buyer Asks an Answer Engine

Where you appear in ChatGPT, Claude, Gemini and Perplexity, and where you do not.

Get Campaign Work off Your Plate

Research, a plan and drafts as artifacts, with a human in front of publish.

Book the Meeting in the Same Session

Qualify, route and book in one path. No per-seat pricing, no booking caps.

Point Your Own Agent at the Workspace

132 tools in 17 families, over one MCP endpoint.

Not Sure Which of Those You Are?

Choose Your Goal
Narrow It Down
Your Results

What are you trying to get done?

Setting up environments, API keys or who can approve what? Core Concepts · API Setup

Explore the Platform

Agents

SAM in Slack · Lead Agents on every record · System Agents on your CRM · Campaign Agents on your content

Analytics

AI Visibility across answer engines · Traffic Intelligence: the tag, content analytics and the conversion funnel

Infrastructure

Vault for positioning and voice · Dynamic Lead Forms · Intelligent Scheduling

Primitives and Connect

Lead Data Layer, the record everything else reads and writes · Integrations

Start Where Your Job Starts

Your job	Read in this order
Marketing	Quickstart → Load your Vault → AI Visibility → SAM
GTM / RevOps	Lead Data Layer → Lead Agents → Routing rules
Developers	Forms SDK → Surface MCP → Webhooks

Understand How Surface Works

Core Concepts

Environment, Lead, Vault, Agent, Agent action, Artifact. The six words the rest of these docs assume.

How a Lead Becomes a Record

Every way a person enters the Lead Data Layer, and what is known about them when they do.

What an Agent May Do Unattended

Where the line between "drafted" and "published" sits, and who moves it.

If You Are an AI Agent

Every page has a Markdown copy at <page-url>.md. The page tree is indexed at /llms.txt, and every page in one file is at /llms-full.txt. To read these docs as tools instead, connect the docs MCP server. To act on a workspace, start at Surface MCP.