# SAM, the Surface Agentic Marketer



<Note>
  **Beta.** SAM is switched on per workspace. Behaviour and limits below are current; both are still moving.
</Note>

SAM is the **S**urface **A**gentic **M**arketer, and the goal is a plain one:
&#x2A;*anything a person on your team would open the Surface app to do, SAM does
from Slack.** Pull the numbers, find where the funnel leaks, draft the post,
publish it, swap the thumbnail, check where you show up in AI answers. Same
account, same data, same permissions. You ask in a channel instead of clicking
through a dashboard.

<SlackThread channel="#marketing">
  <SlackMessage from="Priya" time="9:04">
    @SAM how many leads did we get last week vs the week before?
  </SlackMessage>

  <SlackMessage from="sam" time="9:04">
    **312 last week, up 18% from 264.** Demo Request drove 141 of them (+31)
    and the pricing page form 92 (+9). Paid search was the one thing that fell,
    down 12%. Week of 18-24 Aug against 11-17 Aug.
  </SlackMessage>
</SlackThread>

## What it's for [#what-its-for]

| Ask it for   | And you get                                                                                                                           |
| ------------ | ------------------------------------------------------------------------------------------------------------------------------------- |
| **Numbers**  | Leads, form drop-off, landing page funnels, UTM traffic, live from your workspace, with the date range and the forms behind it named. |
| **Writing**  | LinkedIn posts, email sequences, rewrites. Point it at a Vault doc and it writes in your voice instead of a generic one.              |
| **Content**  | Draft, review, schedule and publish into [Surface CMS](/docs/mcp-server/overview). Every change sits behind an Approve card.          |
| **Images**   | Blog thumbnails and social cards, uploaded to the CMS asset library with alt text.                                                    |
| **Research** | Reads a URL, checks what a competitor shipped, tells you whether you show up in AI answers.                                           |

It also [remembers what you teach it](/docs/sam/memory), [posts on a
timer](/docs/sam/schedules), and hands off to a human when it's out of its
depth.

## Getting started [#getting-started]

<Steps>
  <Step title="Get SAM switched on">
    A 15-minute call. We enable it for your workspace and send the install link.
  </Step>

  <Step title="Add it to Slack">
    Approve the Slack permissions from that link.
  </Step>

  <Step title="Connect Surface">
    Sign in and pick the environment this workspace may read.
  </Step>

  <Step title="Invite it to a channel">
    `/invite @Surface Marketing Agent`, or just DM it.
  </Step>
</Steps>

Full walkthrough: [Install and connect](/docs/sam/setup).

## Two things that surprise people [#two-things-that-surprise-people]

**It writes short.** 60 words by default, on purpose. Drafts, digests and
scheduled posts are exempt: ask it to *write* something and it writes the whole
thing.

**It can't change anything without a click.** Every write parks behind an
Approve/Cancel card. Background jobs are read-only entirely. See
[Limits and guardrails](/docs/sam/limits).

<Cta title="Turn SAM on for your workspace" href="https://app.withsurface.com/book/saharsh-agrawal-scheduler" label="Book a 15-minute call">
  SAM is in beta and enabled per workspace. Grab 15 minutes with Saharsh and
  we'll switch it on and walk through the first week with you.
</Cta>

<CardGroup cols="2">
  <Card title="Prompt library" icon="list-check" href="/docs/sam/prompts">
    Prompts worth copying verbatim, and the ones that will disappoint you.
  </Card>

  <Card title="Talking to it" icon="brain" href="/docs/sam/asking">
    Mentions, DMs, files, Stop, and saving an answer you want to keep.
  </Card>

  <Card title="Scheduled posts" icon="calendar-check" href="/docs/sam/schedules">
    The weekly digest, and anything else you want on a timer.
  </Card>

  <Card title="Troubleshooting" icon="wrench" href="/docs/sam/troubleshooting">
    It's quiet, it's generic, it ranked on the wrong metric.
  </Card>
</CardGroup>