Product updates

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New features, improvements, and fixes, shipped every week.

Release

August 2026

Lead Segmentation (Beta)
  • Segments tab: build, save, and reuse lead segments across the platform.
  • Segment on scheduler activity with the new scheduler filter support.
  • Enrichment data is now available as a routing input, so segments and routes can share the same signals.
LinkedIn Lead Sync (Beta)
  • Connect LinkedIn over OAuth from a dedicated integration card.
  • LinkedIn lead gen forms appear as top-level Surface forms alongside your own.
  • LinkedIn lead responses carry full UTM attribution into reporting and workflows.
Routing & Scoring
  • Any Of and All Of set operators for routing conditions.
  • Route on the day of week a form is submitted.
  • Per-step AI lead scoring configuration, so each step can score on its own criteria.
  • Salesforce Account list conditional routing.
Forms & Responses
  • Form Builder MCP v1: agent-driven form creation tools (Beta).
  • New component editor UIs for EmailForm and Marketing NextButton.
  • Transparent and translucent colors are now selectable in the color picker.
  • Archived view and restore for form responses.
  • Fixed an off-by-one error in dropdown variable resolution that sent incorrect values downstream.
Data & Performance
  • Similarweb added as an enrichment provider.
  • Custom domain attribute support for Surface Tag.
  • Database load optimization, faster permission query sequencing, and background job tuning.
  • New Supabase database monitors, plus query and background job dashboards.
  • Tenant isolation and auth configuration reviewed and hardened across the platform.

Release

July 2026

Forms & Form Builder
  • Better self-serve form templates, so new accounts start from a working form instead of a blank canvas.
  • Reordering and adding fields is faster across Multiple Choice, Value Adds, FAQ, and Identity Info components.
  • Add and insert step flows redesigned, with horizontal scroll buttons on the steps overview row.
  • Spam controls moved into a dedicated tab in Form Settings.
  • Form renderer first paint optimized for faster perceived load.
Workflows & Routing
  • Workflows can now be re-run and backfilled manually, individually or in bulk from the response table.
  • New disqualified trigger for form workflows.
  • Queued workflow run support, so runs no longer drop under load.
  • Form Journey now shows routing logic and resolved values when no condition matched.
  • Owner and host routing for the dynamic scheduler.
Lead Intelligence & CRM Agents
  • Attio AI Agent, joining Salesforce, HubSpot, and Zoho.
  • Round-robin lead assignment for Salesforce and HubSpot agents, referencing your scheduler lists instead of re-typed emails.
  • CRM agent Enhance: side-by-side diff review with accept, reject, and inline edit.
  • AI lead scoring can be re-run, and now accepts feedback to improve over time.
  • CRM agent interface rebuilt for clearer setup and review.
Traffic & Attribution
  • New lead traffic page, plus a rebuilt Traffic Analytics view.
  • Drill from any Conversion Funnel count straight to the exact leads behind it, including Form Completed, Qualified, Disqualified, and Meetings Not Booked.
  • New "All URLs" view in Conversion Funnel.
  • Surface Tag now persists first-touch UTMs and gclid across page movement, available in form workflows.
  • Control dynamic pixel firing from Surface with ad conversion rules, and fire Conversion Events on form events rather than steps only.
Scheduling & Meetings
  • Zoom no-show detection rebuilt on booking data.
  • No-show email notifications to hosts, on by default with a toggle in Notifications.
  • Meetings view re-released with a faster, clearer layout.
  • Surface Tag detection status now visible on form responses.
Platform & Security
  • Leads table pagination reworked to a rolling window, dropping the per-page count query.
  • Self-service CSV export for AI Visibility, and longitudinal visibility evidence exposed over MCP.
  • Every environment-scoped API route now wrapped with withAuth.
  • Slack AI webhook signatures verified, and CRM MCP tools require API key access.

Release

June 2026

Forms & Scheduler
  • Redesigned form builder with persistent steps, component editing, smoother transitions, and instant previews.
  • Create one-on-one Surface Scheduler events directly inside a form's Calendar step.
  • Round-robin scheduling now supports host availability, weighted or strict assignment, and host-specific Zoom links.
  • Booking journeys now inherit form styles, continue after confirmation, and display the assigned host.
Workflows & Lead Intelligence
  • AI Lead Score now resolves before workflows for immediate routing and actions.
  • Research Agent combines buyer, company, and live web research for downstream CRM agents.
  • Connect enrichment providers, prioritize them, and use enriched fields throughout Surface.
  • Salesforce supports custom objects; HubSpot agents can use research and lead scores.
AI Visibility & Content Ops
  • Generate downloadable AEO and GEO reports from prompts, competitors, citations, and visibility scores.
  • New or edited prompts automatically scan and refresh Strategy within minutes.
  • Attribute AI-referred pageviews from ChatGPT, Copilot, Gemini, Perplexity, and Claude.
  • Bulk-discover and auto-track URLs while Strategy connects prompts, traffic potential, and publishing progress.
Leads & Platform
  • Faster response search cut observed email lookup time from 933 ms to 22 ms.
  • Response details now clearly group API calls, workflows, and Research Agent results.
  • Meeting Scheduled is now available in response tables, filters, and CSV exports.
  • Bulk invites, team roles, profile photos, and a focused Sales Rep view are now available.

Release

May 2026

Workflows & Logic
  • AI Lead Score in the variable selector: route, branch, and personalize anywhere using AI scores as a first-class variable.
  • Workflow logs drawer v2: redesigned logs view with toolbar parity across Leads, Responses, and Workflow runs.
  • Path conditions revamp: multi-select value picker, wider operator dropdowns, scrollable Manage Conditions dialog.
  • Empty Slack/Email Alert questions now include all fields by default, no more missing context in notifications.
Scheduler
  • Standalone scheduler at scheduler.withsurface.com/[slug]: share a clean scheduler link without an embedded form.
  • Multi-host scheduling fixes and member-table scrolling for large teams.
  • Confirmation links are now domain-aware: cancel and reschedule respect custom domains.
  • No-show invite emails throttled to once per 24 hours.
Forms & Editor
  • Asset Manager modal in the form editor sidebar.
  • Form Settings redesigned: grouped nav, responsive shell, unified HubSpot panel.
  • Multi-select dropdowns now support custom checkbox background colors.
  • "Reset" replaces the misleading "Undo" label on form and workflow headers.
  • Form analytics page redesigned with materialized CTEs for faster load.
CRM & Integrations
  • CRM AI Agent (GA): instruction templates, validation badges, chat persistence, and design polish.
  • Zoho: Create or Update Lead & Contact workflow actions.
  • HubSpot sync drift detection with in-app alerts.
  • Apollo enrichment failures are now non-fatal, leads still capture.
AI Visibility
  • Onboarding wizard, drafts, and dashboard manage UI.
  • First scan triggered automatically on profile creation with live progress.
  • Super-admin run scan + live progress for support.
  • Per-environment AI Visibility flag.
Platform & Security
  • withAuth migration across the API surface: every environment-scoped route goes through unified auth and access control with SSRF guard.
  • Turnstile secret can be updated independently.
  • Lead capture: NUL bytes stripped from source URLs.
  • SSO/OAuth: invalid integration state environment IDs prevented.

Release

April 2026

Workflows & Logic Builder
  • Flat workflow editor: new node-based builder with measured layouts, redesigned add-action modal, and an end-to-end test workflow page.
  • AI error humanizer: workflow task failures explained in plain English.
  • Variable selector overhaul: corrected icons, copy, and source resolution; Lead Score variables resolve in path conditions.
  • Dynamic scheduler routing UI with a new variable selector inside it.
  • Workflow error emails batched into 30-minute digests instead of one-per-failure spam.
MCP & Sidekick
  • Surface Sidekick: in-app AI assistant with persistent chat history.
  • MCP server moved to /mcp with OAuth 2.1 authorization for the Anthropic directory.
  • New MCP tools: generate_form, import_leads, submit_feedback, invite_member, get_team_info, plus AI-score filtering, UTM enrichment, daily-breakdown analytics, funnel data, and per-form filters.
  • PostHog event tracking on all MCP tool calls with environment context.
Forms & Editor
  • Form editor header redesign.
  • Graphical options: image media type and orientation support, required validation.
  • Sidebar redesign with fade mask, stable layout, parallelized environment fetches.
  • Form renderer cached on Vercel CDN for faster first paint.
Analytics & Performance
  • Google Analytics (GA4) integration with partitioned cookies for iframe embeds.
  • Form analytics speedup: new indexes and migrated materialized views.
  • Activity Log per environment: see who did what across the team.
  • Server-side initial data fetching for Responses and Leads tables with streaming and Suspense.
Auth & Account
  • New auth flow: redesigned sign-in/sign-up with Google OAuth invitee account creation.
  • Invite lifecycle unified: single token model with consistent redirects through forgot-password.
  • Post-login redirects straight to environment home.
Platform
  • Trigger.dev v4 migration.
  • Zod v4 migration across web, types, and database packages.
  • Next.js 15.5, Prisma v7, and Turbo v2.8 upgrades.
  • AI SDK v6 and OpenAI v3 with streaming API migration.
  • API rate limiting on public routes.
  • Speed Insights integrated.

Release

March 2026

Logic Builder
  • Logic Builder UI overhaul: routing conditions, variable selection, switch icons, node header features, and Disqualify Lead actions.
  • Rich JSON editor for HTTP Request configuration in workflows.
  • Identity Info text comparators restored in form logic.
Forms & Editor
  • AI Lead Scoring in form logic: score leads at submit time.
  • Show/hide password toggle on PasswordCreatorInput.
  • Identity Info styling options and redirect URL params visible in editor.
  • Progress bar logo positioning and margin controls.
  • Tailwind v4 upgrade with refined animations across the app.
Workflows
  • Email Alert enhancements: multi-template support, file uploader URLs in previews, timezone fixes.
  • Slack AI email response generation.
  • Gmail multi-inbox connection.
  • Soft-deleted responses skip workflows correctly.
Leads & Responses
  • Import leads via button and bulk action in Leads Hub.
  • Leads table export.
  • Source column in the response table with bulk action triggers.
  • No-Show dashboard moved to new Prisma tables.
AI Visibility
  • AI Visibility Dashboard launched: track how your brand shows up across AI search engines.
Integrations
  • HubSpot AI Agent: infers HubSpot forms and payloads for submissions, new contact and company activity tools, more HubSpot functions in form logic.
  • CRM instruction templates for shared prompt setups.
  • Calendly iframe double-load and preconnect fixes.
Admin & Platform
  • Spam Dashboard launched.
  • Environment-level timezone setting.
  • Usage enforcement and retryable idempotent usage tracking with Trigger.dev fallback.
  • Environment-level permissions.
  • Team name editing for owners and admins.
  • MCP Server initial release with auth.
  • Eval suites infrastructure for AI feature regression testing.

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