# Load Your Vault and Get Your First Agent Draft



Every agent reads the Vault before it drafts anything, so what is in it decides
whether you edit the output or delete it. Loading it takes about an hour.

<Note>
  You need a Surface environment. Vault is in the default MCP connection, so no
  `?tools=` change is needed from an assistant.
</Note>

## 1. Create the Vault from Your Website [#1-create-the-vault-from-your-website]

<Tabs>
  <Tab title="In the app">
    The Vault Setup panel walks you through it, starting with **Site scanned**.
  </Tab>

  <Tab title="From an assistant">
    ```
    create_vault { "websiteUrl": "https://www.yourcompany.com" }
    ```
  </Tab>
</Tabs>

The scan builds the tree from your marketing site, so parts of it will be wrong.

## 2. Fix the Three Worst Claims [#2-fix-the-three-worst-claims]

Open `product/positioning.md` first. Find the three claims you could not defend
on a sales call and rewrite them into ones you could. Every agent reads this
file.

## 3. Add What Your Website Does Not Say [#3-add-what-your-website-does-not-say]

Four documents, 200 words each. Do not polish them.

```markdown
# sales/objections.md
The five things buyers push back on, and the answer that actually lands.
Written the way you would say it out loud, not the way a battlecard says it.

# brand/voice.md
Rules, not adjectives. "Never open on an industry statement."
"Banned: solution, leverage, seamless." "Name the customer or cut the claim."

# customers/proof.md
Named customers, real numbers, quotable lines. Nextiva: 37% more users
converted. Not "leading companies see results."

# product/icp.md
Who you sell to. And explicitly who you do not: agencies, students,
competitors doing research.
```

Keep to things that are true, useful, and nowhere on your public site. More
ways to add documents: [getting docs in](/platform/vault/getting-docs-in).

## 4. Ask for a Draft [#4-ask-for-a-draft]

Pick something real that you would otherwise write this week.

<SlackThread channel="#marketing">
  <SlackMessage from="you" time="11:20">
    @SAM draft the intro for our comparison page against \[competitor], using
    product/positioning.md and sales/objections.md
  </SlackMessage>
</SlackThread>

From any MCP client: &#x2A;"Read `product/positioning.md` and `sales/objections.md`
from the Vault, then draft the intro for a comparison page against
\[competitor]."*

## 5. Correct the Vault, Not the Draft [#5-correct-the-vault-not-the-draft]

The draft will be wrong in one or two specific ways. Do not edit it.

<Steps>
  <Step title="Name the problem in one sentence">
    "It opened with a generic industry statement and used 'solution' twice."
  </Step>

  <Step title="Add the rule to brand/voice.md, in the app">
    Write the rule, not the fix.
  </Step>

  <Step title="Re-run the identical prompt">
    If it still breaks the rule, the rule was ambiguous. Make it more literal.
  </Step>
</Steps>

Two or three rounds is usually enough:
[writing in your voice](/platform/vault/voice).

## What You Have Now [#what-you-have-now]

Every agent reads these files first:
[content](/platform/campaign-agents/content-agent),
[competitor](/platform/campaign-agents/competitor-agent),
[SAM](/platform/vault/sam).

<Cta title="Want a second pair of eyes on it?" href="https://www.withsurface.com/book-demo" label="Book 30 minutes">
  Bring the Vault you built and one draft you did not like. Most fixes are three
  lines in `brand/voice.md`.
</Cta>