# Choose Your Path



Same product, three different first weeks. Pick your job below.

<Tabs>
  <Tab title="I run marketing">
    Goal: more of the traffic you already have turning into pipeline, and
    campaign work off your plate.

    <Steps>
      <Step title="Capture what is already there">
        Install the tag and publish one form. About ten minutes.

        [Quickstart](/quickstart)
      </Step>

      <Step title="Fill the Vault">
        Your positioning, proof and voice. This is the step that decides
        whether the agents write like you.

        [Load your Vault](/guides/load-your-vault)
      </Step>

      <Step title="Find out where you are invisible">
        Scan what ChatGPT, Claude, Gemini and Perplexity say when a buyer asks
        about your category.

        [AI Visibility](/platform/ai-visibility/overview)
      </Step>

      <Step title="Hand the weekly work to SAM">
        Numbers, drafts and publishing from Slack, on a schedule.

        [SAM](/platform/sam/overview)
      </Step>
    </Steps>

    After four weeks: forms live, a Vault the agents read, a visibility
    baseline, and a Monday digest you did not have to ask for.
  </Tab>

  <Tab title="I run GTM ops or RevOps">
    Goal: one clean record per buyer, routed and booked without a handoff.

    <Steps>
      <Step title="Get the record right">
        One row per buyer: identity, firmographics, behaviour, score.

        [Lead Data Layer](/platform/leads)
      </Step>

      <Step title="Stop doing the research by hand">
        Enrichment, signals and scoring run on every record as it lands.

        [Lead Agents](/platform/lead-agents/overview)
      </Step>

      <Step title="Keep the CRM current">
        HubSpot, Salesforce and Zoho, without a sync project.

        [System Agents](/platform/system-agents/overview)
      </Step>

      <Step title="Route and book in one path">
        Qualify on the form, then put the right rep's calendar on the screen.

        [Routing rules](/platform/scheduling/routing)
      </Step>
    </Steps>

    After four weeks: no manual enrichment, no round-robin spreadsheet, and a
    funnel you can show in a QBR.
  </Tab>

  <Tab title="I write code">
    Goal: the contract. Pick the interface that matches what you are building.

    | If you want to                                                 | Go to                                                   |
    | -------------------------------------------------------------- | ------------------------------------------------------- |
    | Render Surface forms inside your own React or Next app         | [Forms SDK](/build/forms-sdk/overview)                  |
    | Drive a workspace from Claude, Codex, Cursor or your own agent | [Surface MCP](/mcp-server/overview)                     |
    | Wire up one specific AI client                                 | [Your AI agents](/build/agents/overview)                |
    | Post an existing HTML form into Surface                        | [Webhooks and external forms](/build/webhooks/overview) |
    | Read forms and responses over HTTP                             | [API reference](/build/api-reference/api-keys)          |
    | Fire browser events into GTM, GA4, Google Ads or Meta          | [Events](/build/events/form-events)                     |

    <Tip>
      Building with an AI assistant? Point it at
      [`/llms-full.txt`](https://docs.withsurface.com/llms-full.txt), which is the
      whole site as one Markdown file, then connect it with
      [Surface MCP](/mcp-server/setup). It can read the docs and call the API in
      the same session.
    </Tip>
  </Tab>
</Tabs>