Surfaice
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Quickstart

Get productive in Surfaice in a few steps: sign in, confirm workspace access, connect what you need, and run a first task.

This guide gets a new user from invitation to a first useful result. If you have not read it yet, start with What is Surfaice? — it explains how Hugo (the in-app agent) fits into the workspace.

Note

Security or compliance reviewer? Start with Trust FAQ and the canonical security page instead of this quickstart.

Open the app

Go to agent.surfaice.pro and sign in with the identity provider your company configured (for example Microsoft Entra ID or Google Workspace).

Confirm your workspace

Your administrator places you in a customer workspace. If you see no workspace, contact your Surfaice admin or support.

Connect systems you are allowed to use

Open connectors for the tools your role can access — for example Outlook for your own mailbox, or SharePoint sites your IT team approved. See Connectors.

Run a first task

Open Chat and ask Hugo something concrete — for example, "What are the renewal options for store 1842?" — or open a skill such as lease abstraction and upload a lease PDF your team already works with.

Review before you trust

Treat first outputs as drafts. Check cited sources, correct anything wrong, and save only what you intend to keep in the workspace.

Tip

Surfaice inherits your existing permissions in connected systems. It does not expand access beyond what your role already has in systems of record — for example Lucernex for leases, SharePoint for files, or email.

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