Surfly
Co-browsing platform for customer service and sales conversations.
- Category
- Support & Feedback
- Type
- Co-browsing
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key
- Docs
- Surfly API docs
02Data
What you can sync.
- Sessions
- Agents
- Session statistics
Let an AI Mind read Surfly sessions with the rest of your data and answer what customers ask about most.
Need more? Name any other Surfly data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
Surfly uses an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in Surfly if you need help.
04How it works
How it works in DataMind.
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Pick Surfly.
Open Lake, pick Surfly in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Surfly API docs.
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Answer a few questions.
The AI reads the Surfly documentation, then asks which credentials you will use, which data to sync (for example sessions and agents), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Surfly data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
