Maddy FennessyGrowth Marketing Lead, Metronome“We feel pretty embedded in Surface, especially since we did the PLG stuff there. I would consider Surface to be like a pretty core part of what is running our website, which is a good thing.”
Surface use cases
What can you do with Surface?
Here are some actions that either humans or AI agents can take on Surface
Everything in Surface is built for both humans and agents.
01Conversion
Increase inbound conversion
Turn more of the traffic you already have into qualified pipeline.
02QualificationImprove lead quality
Evaluate every buyer against shared rules and real-time evidence.
03RoutingRoute and book leads instantly
Research, qualify, route, and schedule without breaking buyer momentum.
04RecoveryRecover form abandonment
Keep valuable buyer intent from disappearing with an unfinished form.
05CampaignsLaunch campaigns faster
Turn buyer context into coordinated campaigns without a blank page.
06VisibilityUnderstand every site visitor
See the humans and AI agents researching your business in real time.
07AI searchWin visibility in AI answers
Track citations, find coverage gaps, and turn them into campaign work.
08Paid mediaRun paid campaigns at scale
Connect audiences, creative, spend, and pipeline in one operating loop.
09EnrichmentEnrich every lead with context
Research companies, buying signals, and fit before the lead reaches sales.
10Lead researchResearch every inbound lead
Give each lead an evidence-backed brief without adding manual work.
11Agent workflowsLaunch from Claude or Codex
Bring Surface context and governed marketing actions into the tools your team uses.
12PublishingPublish agent-built content safely
Move approved assets into production with schemas, permissions, and revision history.
13AttributionProve what creates pipeline
Connect every source, campaign, lead, meeting, and opportunity outcome.
14Revenue operationsKeep CRM records updated automatically
Use system agents to keep customer and pipeline records current.
15ContentTurn customer interviews into publish-ready content
Transform customer conversations into approved, on-brand content.
16Custom workflowLooking for something else?
Talk with us about the workflow your team needs to run.
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