Surfaice documentation
Product documentation for Surfaice — AI agents for retail store development and lease administration.
Surfaice is an AI operating layer for retail real estate teams. It sits on top of the systems you already use — lease admin platforms, SharePoint, email, project tools — and helps your team abstract leases, reconcile CAM (common area maintenance) charges, track critical dates, and move store-development work forward without replacing your systems of record.
Hugo is the AI agent inside Surfaice — the assistant you chat with at agent.surfaice.pro. You ask questions in plain language; Hugo reads the systems your workspace has connected (under your permissions), runs repeatable skills when you need a workflow, and drafts work for your team to review.
This site documents how Surfaice works, what Hugo can help your team do, and how we handle access and data.
New here?
Read these in order if you are opening the docs for the first time:
Product mental model — workspace, Hugo, skills, connectors, and audit logs.
Sign in, join a workspace, connect a system, and run your first task.
Paths for lease admin, store development, and IT reviewers.
How to ask questions, read citations, and review drafts in the app.
For security and compliance reviewers
Start here if you are evaluating Surfaice for a security review or audit:
Compliance status, subprocessors, data handling, and NDA package request.
Training, audit logs, mailbox scope, and offboarding.
Inherited access, connector scope, and data flow.
What persists, what does not, and US hosting.
What agent runs are logged and who can access logs.
Public changelog of product updates and improvements.
What Hugo remembers, what it cannot do, and review expectations.
Note
Compliance claims: surfaice.pro/security is authoritative for SOC 2 status, subprocessors, and contractual commitments. These docs summarize product behavior and link to that page.
Explore the product
After What is Surfaice? and Quickstart, dig into:
Lease admin, store development, construction, portfolio, and operations.
What skills are — then browse the Skills library catalog.
Connect lease admin systems, SharePoint, Outlook, and other tools safely.
Turn a lease PDF into a reviewable abstract with provenance.
Scope questions clearly, verify citations, and save work deliberately.
In-product security summary — links to the canonical security page.
Your first week
| Day | Goal | Where to go |
|---|---|---|
| 1 | Understand the product and sign in | What is Surfaice? · Quickstart |
| 2 | Connect one approved system (lease admin, SharePoint, or mailbox) | Connectors |
| 3 | Run one skill end-to-end and review citations | Skills · Start by role |
| 4 | Compare Hugo's output to a known-good artifact | Agent limitations |
| 5 | Share a verified draft with your team | Working with Hugo |
Tip
Treat first outputs as drafts. Verify store number, section, and cited source before updating systems of record — especially for scanned leases and field closeout workflows.
Who this is for
- Lease administration and property teams running abstractions, CAM work, and critical-date follow-up
- Store development / construction program teams coordinating permits, projects, and cross-system status
- IT and security reviewers evaluating access model, data handling, and compliance posture
Product at a glance
| Term | Meaning |
|---|---|
| Surfaice | The product — workspace, connectors, skills, and audit trail |
| Hugo | The in-app AI agent you chat with |
| Skill | A named, repeatable workflow (lease abstract, CAM review, alerts, and more) |
| Connector | OAuth / consented link to a system of record you already trust |
| Audit trail | Log of agent runs — who asked, what was read, what was produced |
Related sites
- Marketing and product overview: surfaice.pro
- Security summary: surfaice.pro/security
- Application: agent.surfaice.pro
- Status: status.surfaice.pro