Everything you need to know about building, customizing, sharing, and getting results from your Surfn AI agents.
Surfn is a no-code platform for creating beautiful, on-brand AI agents that can be shared across your website and digital channels to drive more leads, bookings, sales, and conversions.
Surfn agents actively guide people from interest to action. They can answer questions instantly, personalize guidance, capture and qualify leads, recommend products or services, book meetings, collect feedback, and bring relevant videos, testimonials, case studies, forms, links, and other content into the conversation at the right moment.
Every agent can be embedded across your website or shared through its own customizable AI Agent Page using a link or QR code. This makes it easy to engage your audience through social posts, DMs, newsletters, link-in-bio pages, lead magnets, courses, sales follow-ups, printed materials, and anywhere else people interact with your business.
With Surfn, you can:
Surfn brings the personalized guidance of a sales rep, advisor, or product expert directly into every digital touchpoint. Whether your agent is shared in a DM or email, embedded on your website, or accessed from your packaging, it works 24/7 to turn more moments of interest into leads, bookings, sales, and deeper customer engagement.
Most traditional chatbots are limited to a widget in the corner of a website, with basic Q&A, limited customization, and little to no capabilities beyond answering questions.
Surfn gives you more control over how your agent looks, where it appears, and what it can do. You can customize it to reflect your brand and drive conversions across your digital funnel. Beyond answering questions, Surfn agents can ask questions to qualify leads and gather insights, personalize guidance, capture contact information, recommend products or services, display forms and booking calendars, and bring relevant videos, testimonials, case studies, links, and other content directly into the conversation at the right moment.
You’re also not limited to one website widget. Choose from multiple embed options to place your agent at different points across your website, or share its customizable AI Agent Page anywhere your audience interacts using a simple link or QR code.
Most website chatbots are easy to overlook. They sit behind a small icon in the corner and wait for visitors to start a conversation—which many visitors never do.
Surfn gives you more ways to draw attention to your AI agent and place it where visitors are most likely to need answers or guidance.
With Surfn’s corner popup embed, you can display welcome message bubbles above the chat icon a few seconds after someone lands on your website. Short prompts like “Hi, I’m Acme’s AI assistant. How can I help?” make it clear that help is available and give visitors a reason to open the conversation.
But you’re not limited to a corner chatbot. You can choose from multiple embed formats and place your agent at strategic points across your website, including:
You can also direct visitors to your agent’s standalone AI Agent Page from pricing pages, FAQ sections, or important CTAs such as “Book a Demo.” This gives visitors a focused conversational experience at the moment they’re considering what to do next.
The key difference is that Surfn doesn’t rely on visitors noticing and opening a single website widget. It allows you to actively invite conversation and make your agent available wherever visitors need answers, guidance, or a clear next step—helping turn more of your existing traffic into leads, bookings, and sales.
A Surfn AI Agent Page is a standalone, on-brand webpage where people can interact directly with your AI agent. Instead of sending someone to another static page or form, you can send them into a conversation where they can get instant answers, receive personalized guidance, and take the next step.
Every agent has its own customizable Agent Page that you can share using a simple link or QR code. You can also personalize the URL to match your name or brand—for example, surfn.ai/@yourname or surfn.ai/@yourbrand.
If you prefer to share your agent using your own website domain, you can add Surfn’s full-page embed to a page on your website and share that page’s URL instead.
This makes it easy to share your agent through social posts, DMs, emails, link-in-bio pages, lead magnets, courses, sales follow-ups, printed materials, and anywhere else your audience interacts.
No. Surfn is completely no-code, so you can create, train, customize, and publish an AI agent without any coding or technical experience.
Every agent comes with its own customizable AI Agent Page that you can share anywhere using a link or QR code. To add your agent to your website, simply choose from Surfn’s embed options, copy the code it generates, and paste it into your website—or ask whoever manages your site to add it.
You can train your agent using website pages and individual links, documents, question-and-answer pairs, pasted text, and YouTube videos with available transcripts.
Combining several sources helps your agent answer questions using the information most relevant to your business, offers, products, services, or content.
Surfn agents use retrieval-augmented generation (RAG). Rather than relying on general knowledge, your agent searches the content you trained it on — your website, files, Q&As, text, and YouTube videos — and pulls the most relevant passages into its reply.
That combination is what makes the answers useful. The retrieved content keeps them accurate and specific to your business, while the AI model keeps them natural and conversational.
Surfn agents can use AI Tasks to turn conversations into actions. Depending on how you configure them, your agents can:
You control when each task should appear and what the agent should do.
Custom AI Tasks let your agent do more than just chat — they help drive conversions. You can set tasks like:
Your agent triggers these tasks at the right moments, so conversations turn into actions.
Unlike traditional chatbots that rely only on static training data, Surfn AI agents adapt in real time—making each conversation more relevant, contextual, and intentional.
Surfn personalizes conversations in three powerful ways:
With Chat Personalization enabled, your AI agent can review a visitor’s website during the conversation.
When someone shares their website, your agent can:
Instead of providing generic advice, your agent can deliver business-aware guidance that feels specific and strategic.
This is ideal for demo flows, sales conversations, onboarding, and consultative experiences.
You can configure AI Tasks to ask structured questions before responding.
For example, your agent can:
This creates logic-driven personalization while giving you full control over how the conversation adapts.
Surfn AI agents understand and remember what has already been shared during the current conversation.
This allows them to:
The conversation evolves naturally as the user shares more information.
Most chatbots provide the same responses to everyone.
Surfn AI agents adapt dynamically using website insights, structured inputs, and conversation context to create interactions that feel more intelligent, helpful, and tailored to each user.
Chat Personalization allows your AI agent to read a website shared during a conversation and use that information to tailor its responses.
When enabled, your agent can:
For example, if a visitor says, “Here’s my website — how can your service help me?”, your agent can analyze their site and respond with specific, relevant suggestions based on their industry and funnel.
It turns a general AI assistant into a business-aware advisor.
Chat Personalization is available on Pro, Business, and Scale plans.
To enable it:
When a visitor shares a website URL, your agent will automatically analyze it during the conversation and tailor its responses.
You stay in control of when and how your agent uses this capability.
Yes. You can customize your agent's profile, display name, description, welcome messages, suggested message buttons, instructions, tone, layout, colors, background, banner, chat box, avatar, buttons, and fonts.
You can choose a fully branded experience for a standalone Agent Page or a lighter design intended to blend into your website.
Yes. Surfn logs captured leads and conversation history for each agent in your dashboard.
You can review conversations, search and filter them, export leads and conversation data as CSV files, and receive email alerts when a new lead is captured. You can also connect Google Sheets to sync captured leads in real time when that integration is included in your plan.
If you’re attracting the right visitors but they aren’t converting, getting more traffic alone won’t solve the problem. The bottleneck is often conversion friction—unanswered questions, uncertainty, or an unclear next step.
Many visitors arrive because they’re interested, but they may not be ready to book a call, sign up, or make a purchase. They still need information about whether your offer fits their needs, how something works, or which option is right for them.
Most websites leave visitors to find those answers on their own. Some overwhelm them with long pages, dense copy, and too many options. Others provide plenty of general information but fail to answer the specific question holding someone back. If visitors can’t get clarity quickly, interest fades and they leave.
Surfn brings the helpful guidance of a sales rep, advisor, or product expert directly into your website along with other digital touchpoints. Your AI agent can:
Instead of forcing visitors to search through pages or commit to a sales call before they’re ready, Surfn gives them a convenient, low-pressure way to get the answers, proof, and personalized guidance they need.
By embedding your agent at strategic points across your website or sharing your AI Agent Page across your digital touchpoints, you can reduce uncertainty, build trust faster, and turn more of the interest you’re already generating into leads, bookings, and sales.
Surfn agents go far beyond basic Q&A. They’re built to educate, qualify, take action, and ultimately drive more conversions across your entire funnel—24/7. Whether you’re a business, coach, consultant, creator, or startup, here are some of the most powerful ways to use your Surfn agent:
Train your AI to teach instead of pitch. It guides visitors through your offerings using your own content—surfacing the right case studies, videos, or proof exactly when interest peaks. The result? Trust built early, doubt removed fast, and better-informed buyers who are more likely to convert.
Help each visitor find what’s right for them. Your agent can ask questions, run quizzes, and recommend next steps based on their goals, responses, or pain points—turning curiosity into action and moving people through your funnel faster.
Display product grids, pricing comparisons, or collections directly in the conversation. Your AI can suggest what to explore or buy based on a visitor’s interests or needs—just like a smart, interactive product concierge.
Turn your digital knowledge into a 24/7 branded coach—whether it’s for fitness, sales, tutoring, or nearly any other topic. Train your AI on your videos, lessons, or playbooks, gate exclusive guidance for members, and keep students or clients moving forward between sessions.
Give your static lead magnet a glow-up. Let users chat with your blog, ebook, or whitepaper—getting real-time answers, sharing their information, and sending lead data to Google Sheets, where it can be synced with your CRM. No more forms that go ignored.
Your AI handles the first layer of qualification—asking about budget, goals, timeline, or other criteria—then presents qualified leads with your booking calendar directly in the conversation. For everyone else, it can route them toward a more appropriate next step without wasting your team’s time.
Add your AI Agent Page to follow-up emails or drip sequences. Let leads ask questions, explore their options, or book when they’re ready. It’s like having a 24/7 SDR in every email—keeping the conversation alive even when you’re offline.
Make emails and newsletters interactive with AI. Add your AI Agent Page to any campaign so subscribers can ask questions, explore your content, and take action right away. This can help increase engagement and content discovery while giving readers instant answers and personalized recommendations that keep them coming back.
Use your agent to pre-screen candidates or inquiries for jobs, partnerships, or services. It gathers key information conversationally and logs their responses—saving hours of manual back-and-forth.
Configure your agent to ask for feedback after a conversation, purchase, or milestone. It can capture insights or testimonials while the experience is still fresh, giving you valuable data and shareable proof to support your growth.
Embed your AI inside your product or member portal. Let it answer questions, explain features, or provide help instantly—reducing support tickets and keeping users engaged without disrupting their flow.
Build gated agents that are only accessible to your customers, course buyers, community members, or internal teams. They’re ideal for exclusive coaching experiences, training portals, customer resources, and internal tools.
Whether shared through an AI Agent Page, embedded across your website, added to emails, or accessed through QR codes, your AI agent is always ready to engage, guide, and convert—without additional development or manual effort.
🌀 Create your first AI agent free in minutes—no code or credit card required. Start building.
Your agent can collect lead information conversationally through AI Tasks or through a lead capture form.
With AI Tasks, the agent can ask questions one at a time, gather contact details, learn about the person's needs, and use their answers to determine the most relevant next step. You can also use conditional logic to show different actions based on how someone responds.
Captured information can include details such as name, email, phone number, company, website, and answers to your qualifying questions.
Surfn supports both direct integrations and embed-based interactions inside your AI agent.
With AI Tasks, you can embed tools directly into chat conversations, including:
This means users can book, submit, and engage seamlessly without needing full integrations.
Once you connect your Google account, you can pick an existing sheet or create a new one. Every lead your agent captures will automatically land there — instantly, no copy-paste.
Because leads are logged in real time, you can use Sheets with Zapier, Make, or n8n to trigger workflows — like sending CRM updates, email drips, or Slack alerts.
Through the Google Sheets integration, which acts as the hub. There isn’t a native CRM connector yet, but the path takes a few minutes to set up and runs in real time.
Because every lead lands in the sheet the moment your agent captures it, records reach your CRM without a manual export. The same trigger can start an email sequence, notify a Slack channel, or assign an owner.
If you’d rather not automate it, you can export your leads as a CSV from the agent’s Leads page at any time.
Surfn supports any language the underlying AI models can understand and generate. That covers most major languages, including English, Spanish, French, German, Portuguese, Italian, Dutch, Russian, Chinese, Japanese, Korean, Arabic, and Hindi, among many others.
Your agent replies in whatever language a visitor writes in, as long as the model you selected supports it.
To build an agent for a specific language:
Yes. You can set an agent to Private so it is accessible only to members of your organization. This is useful for internal knowledge, team resources, and other controlled-access experiences.
Public agents can be shared through an Agent Page link, QR code, or website embed.
No. Surfn does not use your data to train AI models. Your content is used only so your agent can answer questions and perform the tasks you configure.
Surfn agents work through retrieval-augmented generation (RAG). When a visitor asks something, your agent looks up the most relevant passages from the content you trained it on and answers from those. The AI model reads that content to write its reply — it never learns from it, and keeps nothing once the reply is sent.
The content you train an agent on stays inside your workspace, and only that agent draws on it. You can remove it whenever you want — delete a data source and retrain, and your agent can no longer use it.
Each time a visitor sends a message to your AI agent, it uses AI credits. Credit usage varies based on the AI model selected.
Faster models use fewer credits, while advanced reasoning models use more credits because they’re designed for more complex conversations and AI Tasks.
Training size is the total amount of content you add to your agent—like uploaded files, website pages, or YouTube transcripts. Larger plans give you more space for bigger datasets.
Fast models are lighter and cost fewer credits, making them great for quick replies. Advanced models are more powerful, with higher accuracy and nuance—ideal for complex or high-stakes use cases.
If you reach your limit, your agent will pause until the next billing cycle. You'll also have the option to upgrade instantly so you can keep things running without interruption.
Nope. The Free plan is 100% free—no payment details required.
Agents on the Free plan are deleted after 14 days of inactivity. To keep them, just stay active or upgrade to any paid plan.
Yes. Each Surfn plan applies to one workspace. Depending on your plan, you can create one or more AI agents within that workspace. All agents share the plan’s AI credits and training limits. Additional workspaces require their own plan.
Yes! You're free to switch plans or cancel whenever you like—changes take effect right away.
Yes. With our premium add-on ($39/mo), you can instantly remove the Surfn branding (white-label) across all your agents.
Visit the Surfn pricing page for current plan features, usage allowances, pricing, and answers to common billing questions.
For help setting up or managing your account, workspace, agents, data sources, AI Tasks, embeds, integrations, or other product features, ask Wavy, Surfn’s AI assistant.
For quick answers about the product, ask Wavy — it can help with setup, features, billing, and troubleshooting any time of day.
If you’d rather reach a person, or you have a question about partnerships, press, or anything Wavy can’t settle, contact us and we’ll get back to you.
Yes. Please use the asset that best fits the placement:
Surfn icon
Surfn wordmark
Use the full wordmark when there is enough horizontal space for the Surfn name to remain legible. Use the icon for smaller placements such as thumbnails, profile images, app roundups, or compact press cards. Use black assets on light backgrounds and white assets on dark backgrounds.
Visit surfn.ai to explore the product, read Surfn Makes Marketing Funnels Conversational With AI to learn more about the company and why Surfn was created, or explore our introductory article on Conversational AI Pages for a closer look at the concept behind the platform.
Chat with