Last updated 08-14-2026
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Surfsite
Surfsite is a no-code agent builder for teams that want assistants grounded in company data instead of generic chat. You connect tools like Notion, Jira, Google Sheets, and Mixpanel, upload files, and deploy assistants that answer questions from one shared workspace. The product targets product managers, growth marketers, and founders who already live across a dozen SaaS apps.
Most agent platforms stop at a chat box. Surfsite ships nine ready-made assistant templates (customer support, onboarding, feature discovery, and others) and ties them to your connected stack so answers pull from live project data, not a static FAQ doc. That makes it closer to an internal ops layer than a standalone chatbot you paste on a website.
Product managers get roadmap, prioritization, and release-planning assistants that read Jira and related tools. Growth teams connect analytics sources for campaign and KPI questions. Founders use it as a sparring partner across scattered docs and dashboards. Setup is no-code: authorize integrations, define inputs, and pick a template.
Connect 22 integrations including Notion, Jira, Salesforce, HubSpot, and Mixpanel through one-tap authorization
Nine pre-built assistant templates for support, onboarding, feature discovery, feedback, and account management
Upload files in any format and ground assistant answers in your company knowledge base
Analytics engine pulls live metrics from connected tools like Mixpanel and Google Analytics into one view
No-code assistant builder: pick a template, connect tools, and define inputs without writing code
Assistants learn from your data over time as they handle more queries across connected apps
22 native integrations cover docs, project management, CRM, and analytics in one workspace
Nine ready-made assistant templates reduce setup time compared to building agents from scratch
No-code builder lowers the bar for non-technical teams deploying internal agents
Real-time data pulls from tools like Mixpanel and Jira keep answers tied to live metrics
File upload support grounds assistants in internal docs beyond what integrations alone provide
No public pricing or self-serve signup; access requires booking a demo
PRO plans listed on the roadmap are not yet launched
Some PM features like shared team insights are marked coming soon on the site
Web-only product with no listed mobile app for field access
What is Surfsite?
Surfsite is a no-code platform for building AI agents that connect to your existing tools and files. You authorize integrations like Notion, Jira, and Google Sheets, then deploy assistants that answer questions from a single workspace grounded in your company data.
Does Surfsite require coding skills?
No. Surfsite lets you create assistants through an intuitive interface with pre-built templates. You connect the tools and files your assistant needs, define inputs, and launch without writing code.
Which tools does Surfsite integrate with?
Surfsite connects to 22 apps including Notion, Jira, Trello, Salesforce, HubSpot, Mixpanel, Google Sheets, Gmail, Confluence, Figma, Asana, Airtable, Dropbox, and others through secure one-tap authorization.
How do I get access to Surfsite?
Surfsite is available through demo booking on the website. There is no public self-serve pricing page; you schedule a demo via the site calendar to evaluate the platform for your team.
How does Surfsite keep my data secure?
Surfsite uses industry-standard encryption for data in transit and at rest. Access is limited to authorized users, and integrations connect through secure authorization flows so your connected tool data stays protected.
Who is Surfsite built for?
Surfsite targets product managers, growth marketers, and founders who manage work across multiple SaaS tools. Dedicated use-case pages cover PM roadmaps, campaign analytics, and founder brainstorming workflows.