Deploy secure, adaptive AI agents that streamline operations, enhance customer experiences, and ensure complianceโall without code.
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Surfsite is here to make AI work for you,
not the other way around.
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NextGen AI assistants
Grounded in your company's data and powered by advanced LLMs, our assistants help you make more accurate decisions and work more efficiently.
Accessing data seamlessly and securely
Easily integrate your favorite tools with Surfsite through secure, one-tap connections. Manage your data, tasks, and communication seamlessly, all within a fully protected environment.
Precise & fast responses
Quickly locate the information or files you're looking for. Your assistant is designed to streamline searches across all connected tools and data, delivering precise answers instantly.
Full context on everything
Seamlessly interact with an AI assistant that taps into your company's knowledge base, providing instant answers, insights, and context from all your connected tools and files.
Easy customisable
Whether you're managing products, tracking KPIs, or running marketing campaigns, customize workflows and responses to match your business.
Full context on everything
Seamlessly interact with an AI assistant that taps into your company's knowledge base, providing instant answers, insights, and context from all your connected tools and files.
Stop switching between platforms
Let your data be organised by AI
Analytics engine
Visualize, track, and analyze key data points for real-time insights.
One big context
Ask about project progress, improve campaigns, or brainstorm new ideas.
Constantly learning
Get better results as the assistants get familiarised with your data and needs.
Upload files
Utilize any available format for your content.
Authorise integrations
Enable apps to offer real-time data access
Define inputs
Place various inputs, provide values
Jumpstart with ready-to-use assistants
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Customer Support Assistant
Answer frequently asked questions, guide users to the appropriate resources, and provide assistance for common issues or inquiries.
๐๏ธ
User Onboarding Assistant
Guide new users through the initial setup or sign-up process, providing step-by-step instructions to ensure a smooth start.
๐ฆ
Feature Discovery Assistant
Help users explore the platform or service by suggesting relevant features and tools based on their needs and usage patterns.
๐ฃ๏ธ
Contextual Help Assistant
Provide on-demand help based on the user's current activity, offering explanations, tips, or support when they encounter difficulties or have questions.
๐
Knowledge Base Navigation Assistant
Assist users in finding relevant articles, FAQs, or resources within the knowledge base or help center to resolve their issues or learn more about the product/service.
๐
Customer Feedback Assistant:
Collect and categorize feedback from multiple sources to identify trends, customer concerns, or areas for improvement.
๐
Account Management Assistant
Allows users to manage personal details, update preferences, and customize settings for their accounts or services.
๐
Product Recommendation Assistant
Offers tailored recommendations for products, services, or subscriptions based on user preferences, behavior, or goals.
๐บ๏ธ
Transaction Review Assistant
This tool automates the review of transactions or activities, flags suspicious or unusual behaviors, and generates necessary reports.
Google Sheets
Notion
Google Docs
Draw.io
Trello
Productboard
Salesforce
Monday
Gmail
Confluence
One Drive
Google Sheets
Notion
Google Docs
Draw.io
Trello
Productboard
Salesforce
Monday
Gmail
Confluence
One Drive
Airtable
Google Slides
Figma
Jira
Asana
Mixpanel
Loom
Hubspot
Outlook
Evernote
Dropbox
Airtable
Google Slides
Figma
Jira
Asana
Mixpanel
Loom
Hubspot
Outlook
Evernote
Dropbox
Ready to supercharge your business with AI?
Start using Surfsite today and see how effortless AI integration can be.
Built for professionals
Best for product managers, growth marketers, and founders who are looking for a business sparring partner.
Product Managers
Make faster, data-driven decisions with AI-powered insights integrated into your existing tools.
Growth Marketers
Optimize campaigns and predict trends effortlessly with AI-driven analytics across your current tool stack.
Founders
Quickly brainstorm, test, and scale ideas by unlocking new opportunities with AI-enhanced data.
Still have questions?
Here, we answer all the key questions about how Surfsite helps SaaS professionals optimize their workflow with AI assistants.
How can Surfsite centralize my tools and data in one platform?
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Surfsite integrates seamlessly with your favorite tools like Google Docs, Jira, Trello, and more, bringing all your data and files into a single workspace. This centralization allows you to manage everything from one platform, reducing the need to switch between different apps, improving efficiency, and providing a single source of truth for your projects.
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How will end-users interact with the AI assistant?
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End-users interact with the AI assistant through a conversational interface on the client's website or mobile app. The assistant streamlines user experiences by providing clear answers to inquiries about products or services like loans, savings accounts, and credit cards. It leverages real-time data to offer personalized recommendations, calculate rates, or guide users through financial processes like credit eligibility checks or setting up recurring payments.
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How can Surfsite provide real-time insights from my integrated tools?
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Surfsite connects with your integrated tools like Mixpanel, Google Analytics, and Jira to pull real-time data into one central dashboard. This gives you up-to-the-minute insights on key metrics, performance indicators, and project updates, allowing you to make informed decisions quickly.
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What role does Surfsite play in improving decision-making with data-driven analytics?
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Surfsite aggregates data from all your connected tools and uses AI to analyze it, providing actionable insights. These analytics help you make better-informed decisions, whether you're tracking KPIs, monitoring performance, or analyzing customer feedback, all with a data-driven approach.
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How do I create an assistant in Surfsite? Do I need coding skills?
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Creating an AI assistant in Surfsite is simple and requires no coding. You can choose from pre-built templates or customize your assistant through an intuitive interface. The system guides you through connecting the tools and files your assistant will use, making the setup process quick and easy.
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How does Surfsite ensure the security and privacy of my data?
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Surfsite uses industry-standard encryption protocols to protect your data during transmission and storage. We prioritize your privacy and ensure that only authorized users can access your data. Additionally, Surfsite adheres to strict security measures to prevent unauthorized access and safeguard sensitive information.