### Documentation

Get started

- [Surfaice documentation](/docs/ai)

- [What is Surfaice?](/docs/concepts/what-is-surfaice/ai)

- [Quickstart](/docs/quickstart/ai)

- [Start by role](/docs/guides/start-by-role/ai)

- [Sign in and SSO](/docs/guides/sign-in/ai)

Guides

- [Workspaces](/docs/guides/workspaces/ai)

- [Connectors](/docs/guides/connectors/ai)

- [Chat with Hugo](/docs/guides/chat-with-hugo/ai)

- [Skills](/docs/guides/skills/ai)

- [Working with Hugo](/docs/guides/working-with-hugo/ai)

- [Punch Walk Guide](/docs/guides/punch-walk/ai)

- [Lease abstraction](/docs/guides/lease-abstraction/ai)

Use cases

- [Use cases overview](/docs/use-cases/overview/ai)

- [Teams & personas](/docs/use-cases/by-team/ai)

- [Lease administration](/docs/use-cases/lease-administration/ai)

- [CAM reconciliation](/docs/use-cases/cam-reconciliation/ai)

- [Store development](/docs/use-cases/store-development/ai)

- [Construction & closeout](/docs/use-cases/construction-and-closeout/ai)

- [Portfolio & renewals](/docs/use-cases/portfolio-and-renewals/ai)

- [Operations & facilities](/docs/use-cases/operations/ai)

Skills library

- [Skills library](/docs/skills/ai)

- [Lease & portfolio skills](/docs/skills/lease-and-portfolio/ai)

- [Store development skills](/docs/skills/store-development/ai)

- [Estimating & bid skills](/docs/skills/estimating-and-bids/ai)

- [Reporting & briefing skills](/docs/skills/reporting/ai)

- [Apps & automations](/docs/skills/apps-and-automations/ai)

- [Workspace admin skills](/docs/skills/workspace-admin/ai)

Concepts & trust

- [Permissions](/docs/concepts/permissions/ai)

- [Data handling](/docs/concepts/data-handling/ai)

- [Agent limitations](/docs/concepts/hugo-limitations/ai)

- [Trust FAQ](/docs/concepts/trust-faq/ai)

- [Audit trail](/docs/concepts/audit-trail/ai)

Help

- [FAQ](/docs/faq/ai)

- [Release notes](/docs/release-notes/ai)

- [Security overview](/docs/security/ai)

- [Support](/docs/support/ai)

- [Status](https://status.surfaice.pro)

- [Security](/security/ai)

- [Open app](https://agent.surfaice.pro)

Get started

- [Surfaice documentation](/docs/ai)

- [What is Surfaice?](/docs/concepts/what-is-surfaice/ai)

- [Quickstart](/docs/quickstart/ai)

- [Start by role](/docs/guides/start-by-role/ai)

- [Sign in and SSO](/docs/guides/sign-in/ai)

Guides

- [Workspaces](/docs/guides/workspaces/ai)

- [Connectors](/docs/guides/connectors/ai)

- [Chat with Hugo](/docs/guides/chat-with-hugo/ai)

- [Skills](/docs/guides/skills/ai)

- [Working with Hugo](/docs/guides/working-with-hugo/ai)

- [Punch Walk Guide](/docs/guides/punch-walk/ai)

- [Lease abstraction](/docs/guides/lease-abstraction/ai)

Use cases

- [Use cases overview](/docs/use-cases/overview/ai)

- [Teams & personas](/docs/use-cases/by-team/ai)

- [Lease administration](/docs/use-cases/lease-administration/ai)

- [CAM reconciliation](/docs/use-cases/cam-reconciliation/ai)

- [Store development](/docs/use-cases/store-development/ai)

- [Construction & closeout](/docs/use-cases/construction-and-closeout/ai)

- [Portfolio & renewals](/docs/use-cases/portfolio-and-renewals/ai)

- [Operations & facilities](/docs/use-cases/operations/ai)

Skills library

- [Skills library](/docs/skills/ai)

- [Lease & portfolio skills](/docs/skills/lease-and-portfolio/ai)

- [Store development skills](/docs/skills/store-development/ai)

- [Estimating & bid skills](/docs/skills/estimating-and-bids/ai)

- [Reporting & briefing skills](/docs/skills/reporting/ai)

- [Apps & automations](/docs/skills/apps-and-automations/ai)

- [Workspace admin skills](/docs/skills/workspace-admin/ai)

Concepts & trust

- [Permissions](/docs/concepts/permissions/ai)

- [Data handling](/docs/concepts/data-handling/ai)

- [Agent limitations](/docs/concepts/hugo-limitations/ai)

- [Trust FAQ](/docs/concepts/trust-faq/ai)

- [Audit trail](/docs/concepts/audit-trail/ai)

Help

- [FAQ](/docs/faq/ai)

- [Release notes](/docs/release-notes/ai)

- [Security overview](/docs/security/ai)

- [Support](/docs/support/ai)

- [Status](https://status.surfaice.pro)

- [Security](/security/ai)

- [Open app](https://agent.surfaice.pro)

# FAQ

Frequently asked questions about Surfaice product use, access, and data.

## Product

### What is Hugo?

Hugo is the Surfaice agent you interact with in chat. Surfaice is the product and company brand; Hugo is the operator inside your workspace. Start with [What is Surfaice?](/docs/concepts/what-is-surfaice/ai) if you are new.

### What can I use Surfaice for?

Common workflows include lease abstraction, **CAM** (common area maintenance) reconciliation, critical-date monitoring, store-development program visibility, construction permit and change-order review, punch-list closeout, and facilities coordination. See [Use cases](/docs/use-cases/overview/ai) and [How skills work](/docs/guides/skills/ai).

### What skills are available in my workspace?

Surfaice provisions skills from your organization's template, typically dozens of catalog skills for retail lease and store-development customers, plus platform skills like Automation Creator and Contact Book. Open the Skills panel in the app or browse the [Skills library](/docs/skills/ai) docs by domain. Not every skill in the docs appears in every workspace.

### Does Surfaice replace Lucernex / SharePoint / Procore?

No. Surfaice is an AI layer over systems of record you already run (Lucernex is a common lease-admin example). It reads and drafts; those systems remain authoritative.

### Can I use Surfaice on mobile?

Use the web application at [agent.surfaice.pro](https://agent.surfaice.pro) in a modern mobile browser. Native apps, if offered for your tenant, will be communicated by your Surfaice admin.

### Why is Hugo slow or silent on big requests?

Portfolio maps, full-folder lease scans, and field punch walks can take 30 seconds to several minutes. See [Working with Hugo](/docs/guides/working-with-hugo/ai) and [Agent limitations](/docs/concepts/hugo-limitations/ai).

### Why did Hugo put a punch item in the wrong section?

Freeform voice or text can map to the nearest trade category. Confirm the active section before logging, and review the report before distribution. See [Construction & closeout](/docs/use-cases/construction-and-closeout/ai) and [Apps & automations](/docs/skills/apps-and-automations/ai).

## Access and email

### Why does Surfaice need inbox access?

Lease and construction work often lives in email, amendments, CAM letters, notices, and lien waivers arrive as attachments and may not be filed elsewhere. Abstraction and follow-up without that context is incomplete.

### Can Surfaice read our CEO’s email?

No. Mailbox access is granted per user, by that user, and only for roles you enable. There is no tenant-wide mailbox access.

### Can we limit Surfaice to property management only?

Yes, by role inside Surfaice and by scoping SharePoint sites and mailboxes you approve.

### Can we block HR or legal topics?

Yes. Instance-wide exclusion lists by keyword, sender, and domain apply across email-touching skills.

## Data and compliance

### Do you train on our data?

No. Not on our models, and not on our vendors’ models, under our commercial agreements.

### Can we get audit logs?

Yes. Every agent request is logged and available to your team.

### What happens if we revoke access?

Access stops. Your systems of record were never duplicated as a product default, so there is nothing to unwind there. Deletion of limited persisted Surfaice data follows your agreement.

### Are you SOC 2 certified?

SOC 2 Type I is in progress via Vanta, expected Q3/Q4 2026. See the live status on [surfaice.pro/security](/security/ai).

### Where can I read about Hugo's limits and audit logs?

See [Agent limitations](/docs/concepts/hugo-limitations/ai), [Audit trail](/docs/concepts/audit-trail/ai), and [Trust FAQ](/docs/concepts/trust-faq/ai).

## Troubleshooting

- [Working with Hugo](/docs/guides/working-with-hugo/ai), scope, connectors, and review practices

- [Agent limitations](/docs/concepts/hugo-limitations/ai), memory, corpus coverage, response time

## Still stuck?

See [Support](/docs/support/ai) or email the contacts listed there.

- [Audit trail Previous](/docs/concepts/audit-trail/ai)

- [Release notes Next](/docs/release-notes/ai)