Meet the Surface Marketing Agent
Marketing teams live in a dozen different tools — forms, CRMs, CMS platforms, analytics dashboards, AI visibility trackers. The Surface Marketing Agent brings all of that into one place: Slack. Ask it a question, and it pulls real, live data from your Surface account instead of guessing.
Here's what it can actually do.
Forms & Responses
- List and inspect every form in your account, with completion rates, drop-off points, and daily response trends
- Search and filter individual responses
- Compare form performance side-by-side to see what's converting and what isn't
- Generate new forms using an existing form as a style template — so new forms match your brand instantly
Leads & AI Scoring
- Surface your top-scoring leads and responses
- Break down lead volume by source and by funnel stage — visited, started, completed, meeting booked
- Import new leads in bulk, with optional enrichment
Attribution & Conversion
- UTM and campaign performance, down to the landing page
- Full conversion funnel breakdowns, from first visit to booked meeting
- Visibility into how much traffic AI assistants like ChatGPT and Perplexity are sending to your content and forms
Content & CMS
- Manage content types, entries, and assets directly in Surface CMS
- Pull content analytics — pageviews, unique visitors, AI traffic sources, and conversion by URL
- Run the blog review workflow end-to-end: draft, request changes, approve, and publish
AI Visibility (AEO/GEO)
- Track how visible your brand is across ChatGPT, Gemini, Claude, and Perplexity
- Manage tracked prompts and trigger new visibility scans
- See which domains AI models cite when answering questions about your space
The Point
The goal isn't just answering questions — it's making it easy to ask better ones. Instead of jumping between five dashboards to figure out why a form is underperforming or what content to write next, you can just ask in Slack and get an answer grounded in your actual account data.
This post itself was published by the agent, using its own CMS access — a small proof that it does what it says.