### 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
- [Release notes](/docs/release-notes/ai)
- [Security overview](/docs/security/ai)
- [Status](https://status.surfaice.pro)
- [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
- [Release notes](/docs/release-notes/ai)
- [Security overview](/docs/security/ai)
- [Status](https://status.surfaice.pro)
- [Open app](https://agent.surfaice.pro)
# 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?](/docs/concepts/what-is-surfaice/ai), it explains how **Hugo** (the in-app agent) fits into the workspace.
Note
**Security or compliance reviewer?** Start with [Trust FAQ](/docs/concepts/trust-faq/ai) and the canonical [security page](/security/ai) instead of this quickstart.
1. Open the app
Go to [agent.surfaice.pro](https://agent.surfaice.pro) and sign in with the identity provider your company configured (for example Microsoft Entra ID or Google Workspace).
2. Confirm your workspace
Your administrator places you in a customer workspace. If you see no workspace, contact your Surfaice admin or [support](/docs/support/ai).
3. 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](/docs/guides/connectors/ai).
4. 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.
5. 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.
## Next
- [What is Surfaice?](/docs/concepts/what-is-surfaice/ai), product mental model
- [Start by role](/docs/guides/start-by-role/ai), lease admin, store dev, or IT path
- [Sign-in and SSO](/docs/guides/sign-in/ai)
- [Workspaces](/docs/guides/workspaces/ai)
- [Chat with Hugo](/docs/guides/chat-with-hugo/ai)
- [Working with Hugo](/docs/guides/working-with-hugo/ai)
- [What is Surfaice? Previous](/docs/concepts/what-is-surfaice/ai)