Documentation

What is Surfaice?

Surfaice is an agentic AI layer over your existing retail real-estate systems of record — not a replacement system of record.

Surfaice helps retail real estate and store-development teams operate across lease administration, construction, and portfolio work.

You use it through Hugo — the AI agent inside your company's Surfaice workspace at agent.surfaice.pro. Hugo is not a separate product or login; it is how you interact with Surfaice day to day.

How it fits together

PieceWhat it is
SurfaiceThe platform — your isolated workspace, connectors, skills, and audit trail
HugoThe agent you chat with; it investigates connected systems and drafts work
SkillsNamed, repeatable workflows Hugo follows (lease abstraction, CAM triage, key dates, …)
ConnectorsConsented links to systems of record — for example Lucernex (lease admin), SharePoint (files), Outlook (email)
AppsGuided UIs for high-stakes outputs (for example lease abstraction review)

Mental model

Think of Surfaice less like a chatbot bolted onto one SaaS product, and more like a remote operator placed into your company workspace:

  • It investigates available data across connected systems
  • It uses tools and skills instead of waiting for a perfect integration
  • It asks targeted questions when a missing fact blocks progress
  • It records durable knowledge only when you accept it
  • It turns repeated work into named skills

The closest analogy for security reviewers is a business-intelligence layer that reads documents and operational systems instead of only tables — and drafts work instead of only charts.

What Surfaice is not

  • Not a new lease admin system of record
  • Not a bulk mailbox or SharePoint sync product
  • Not a general-purpose data lake of your documents

What happens in the app

  1. You sign in to your company's workspace.
  2. You connect the systems your role is allowed to use.
  3. You ask Hugo a question in chat, or open a skill for a structured workflow.
  4. Hugo reads source systems under your permissions, cites what it used, and produces a draft.
  5. You review, correct, and save only what should persist in the workspace.

Next steps

Quickstart

Sign in and run your first task.

Chat with Hugo

How to ask questions and review answers.

Connectors

What you can link and how permissions work.

How skills work

What skills are — then browse the Skills library when you are ready.

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