The AI concierge that actually converts.
Surfyn is the enterprise-grade AI platform that answers customer questions, books appointments, and hands qualified leads to your team — trained on your own content, in your own brand, live in an afternoon.
- Website crawl
- 11 pages
- Processed
- Manual entry
- Active
- Vector chunks
- 248
<script src="https://surfyn.ai/widget.js" data-bot-id="acme_8f21" async></script>From business content to live AI support in minutes.
Add your content
Crawl your website or upload PDFs.
Surfyn indexes it
Your knowledge is chunked, embedded, and made searchable.
Install the widget
Paste one script tag into your website.
Track everything
See conversations, usage, questions, and limits.
Everything your AI support bot needs, in one dashboard.
One workspace to manage knowledge, conversations, branding, and billing — for every chatbot you run.
Knowledge sources
Manage every source feeding your chatbot's answers.
Chatbot customization
Match your brand colors, greeting, icon, and voice.
Conversations
Review full transcripts from every visitor conversation.
Usage analytics
Track messages, sessions, and trends over time.
Billing and limits
See plan usage and limits for every workspace.
Admin controls
Manage team roles, permissions, and tenant access.
Everything you need to deploy AI support
Surfyn handles the infrastructure so you can focus on your customers.
Website, PDFs & Spreadsheets
Crawl any URL, upload PDFs, or import an Excel sheet. Surfyn parses each sheet into a queryable table so the bot returns exact rows, not guesses.
Bookings that fit your business
Meetings, doctor appointments, restaurant reservations, or multi-night hotel stays — each with services, resources, capacity, and custom fields.
CRM in one webhook
Every booking POSTs a signed payload to your endpoint. Plug into HubSpot, Pipedrive, Zapier, or your own PMS in minutes.
Auto-detected knowledge gaps
Surfyn clusters questions the bot couldn't answer confidently and lets you add the answer in one click. Your bot gets smarter every week.
Conversations with attribution
Every reply shows which source it came from. One-click summaries turn a long transcript into a paragraph you can act on.
Multi-tenant isolation, built in
Per-client vector search, RBAC, per-source retrieval caps. Your customers' data never mixes.
Multi-channel
Meet customers wherever they are.
One knowledge base. One booking engine. Every channel your customers actually use — with the same brand voice, same data, same CRM.
Website widget
One script tag, brand-matched. Live in minutes on any site — WordPress, Shopify, Webflow, custom.
Voice agent
Callers get the same answers by phone through an ElevenLabs voice, trained on the same knowledge.
Messaging channels
WhatsApp Business and Instagram DMs on the roadmap — same bot, new surfaces, same webhook.
CRM webhook
Every booking, lead, and conversation event POSTs signed JSON into HubSpot, Pipedrive, Zapier, or your PMS.
How it works
From upload to live in one afternoon.
Four steps. Every step is done inside Surfyn — no engineers, no infrastructure work.
Upload your knowledge
Point Surfyn at your website, drop your PDFs, upload an Excel sheet. Ingestion is automatic.
Configure your booking
Pick a template — Meeting, Appointment, Reservation, or Stay. Add services, resources, and custom fields.
Wire your CRM
One signed webhook drops every booking into HubSpot, Pipedrive, Zapier, n8n, or your PMS.
Embed and ship
One script tag on your site. Your branded widget answers, books, and hands off leads 24/7.
Built for every kind of support team
Wherever customers have questions, Surfyn can help answer them.
E-commerce
Answer order, shipping, and product questions instantly, day or night.
SaaS & software
Reduce ticket volume by letting customers self-serve from your docs.
Agencies & consultancies
Stand up branded support assistants for every client site.
Internal helpdesks
Give employees instant answers from internal knowledge bases.
Secure by design
Your data and your customers' conversations stay protected.
Tenant isolation
Every workspace's knowledge base and conversations are strictly separated.
Role-based access
Control who on your team can manage chatbots, billing, and settings.
Encrypted storage
Documents and chat history are encrypted at rest and in transit.
Audit logs
Track every admin action with a detailed, searchable audit trail.
Know exactly how your chatbot is performing
Track conversations, usage, and trends from a dashboard built for support teams.
- Monitor messages, sessions, and active chatbots in real time
- Track token usage, storage, and voice minutes against your plan
- Review full conversation transcripts to spot gaps in your knowledge base
- See usage trends over time to plan for growth
Insights
Playbooks & product deep-dives
Real patterns from real deployments — Excel-as-knowledge, flexible bookings, closing knowledge gaps.
Excel as knowledge: exact answers from your rate card or product sheet
Uploading a PDF works for policies. For pricing, inventory, and lookups you want the bot to answer from the actual row — not a paraphrase. Here's how Surfyn treats a spreadsheet as a queryable table.
Read the articleFlexible bookings: meetings, appointments, reservations, and stays in one platform
Most booking tools pick a lane — Calendly for meetings, OpenTable for restaurants, Cloudbeds for hotels. Surfyn's booking engine is one flexible primitive that adapts to how your customers actually book.
Read the articleClosing knowledge gaps: how Surfyn tells you what your bot didn't know
A chatbot is only as good as its knowledge, and knowledge is never done. Surfyn tracks which questions the bot couldn't confidently answer, clusters them, and gives you a one-click way to fix them.
Read the articleReady to see it in your business?
Get started on the Starter plan in a few minutes, or talk to sales to plan a full rollout with your team.