Release notes

Public record of Surfaice product updates, new capabilities, improvements, and fixes.

Surfaice ships continuously. This page is the customer-facing record of meaningful product changes. Entries are grouped by release date, newest first.

July 30, 2026

Documentation

Public release notes

• Added this release notes page to the product documentation site.
• Documentation is now served at docs.surfaice.pro (opens in a new tab) with an RSS feed for this page.

Improved

• Settings experience, Workspace settings open in a centered overlay so you can adjust connectors and preferences without leaving your current task.
• In-app help links, Help and documentation links in the product now point to the public docs site.

July 28, 2026

Documentation

New

• Public product documentation, Launched the Surfaice docs site with getting-started guides, use-case playbooks, skills library, and trust concepts for security reviewers.
• Reviewer path, Added a dedicated onboarding path for IT and compliance reviewers (permissions, data handling, audit trail, trust FAQ).

Improved

• Documentation navigation, Reordered guides so new users meet Hugo and core concepts before domain-specific jargon.
• Security parity, Aligned in-docs compliance language with the canonical security page.

July 2026

Platform

Improved

• Conversation reliability, Agent runs handle interrupted or overlapping requests more gracefully so long-running tasks do not leave sessions in an ambiguous state.
• Watch activity, Failed scheduled runs now appear in recent activity so operators can see and retry them.
• Document abstraction, Transient parser failures retry automatically instead of failing the entire extraction job.
• Query performance, Large database reads are bounded to prevent runaway context size on complex portfolio questions.

Fixed

• Punch-walk carry-forward, Prior walk data now scopes correctly to the store being walked, not a single project record.
• Service filters, Facility-management integrations ignore unrelated filters instead of returning empty results silently.

June 2026

Goals & voice

New

• Goals, Run recurring objectives from chat, for example, weekly portfolio briefings or exception reports, with Hugo executing on a schedule and surfacing results in the workspace.
• Voice on tablet, Hold-to-talk voice input with a thumb-friendly send control after transcription completes.

Improved

• Voice transcription, Organization-specific vocabulary improves recognition of store numbers, vendor names, and retail construction terms.
• Chat UI, User message bubbles size to content for easier scanning in long threads.
• Apps filtering, Scheduled agents respect workspace app filters so unrelated automations do not appear in activity feeds.

May 2026

Field closeout

New

• Visual attributes on closeout forms, Custom form fields on punch-walk and closeout workflows carry forward across sessions so CPMs do not re-enter static store metadata.
• Per-vendor closeout reports, Generate separate PDF summaries by responsible vendor, with draft follow-up emails for distribution.

Improved

• Punch-walk speed, Typical in-walk response time reduced from about a minute to under thirty seconds during active field use.
• CPM-guided exception model, Field workflows default to marking standard items complete; the agent focuses on exceptions the CPM calls out.
• Real-time progress canvas, Visual progress panel shows section completion during a walk without switching views.
• Smartsheet sync, Two-way integration keeps closeout status aligned with your existing punch-list tooling.

April 2026

Portfolio & projects

New

• Natural-language project creation, Create and update development projects in connected PM systems from chat, with confirmation before writes.
• Executive briefings skill, Ask for a portfolio-level summary, budget status, overdue milestones, stores needing attention, grounded in connected project data.
• ServiceChannel connector, Query work orders and facility tickets with caller, reporter, and entity filters.

Improved

• Sitefolio integration, Project status and portfolio queries read from the customer data lake with scheduled refresh.
• Lease abstraction, Improved handling of scanned PDFs and multi-document lease packages.

March 2026

Enterprise access

New

• SSO via SAML, Enterprise customers can sign in through Microsoft Entra ID (Azure AD) or Google Workspace with workspace provisioning controlled by customer admins.

Improved

• User memory, Hugo retains per-user corrections within a workspace so repeated guidance does not need to be re-stated each session.
• Multi-language voice, Field voice input supports multiple languages via automatic transcription.
• iPad field use, Layout fixes for portrait mode, canvas resizing, and report download on tablets used during store walks.

February 2026

Field workflows

New

• Voice + photo punch walks, Capture deficiencies by voice, photo, or text during a store walk; Hugo structures findings into your closeout template.
• 13-section walk template, Standard retail closeout sections with vendor assignment and severity tagging.

Improved

• First production field tests, Iterated on hold-to-talk voice, vendor mapping, and report formatting based on CPM feedback from live store walks.

January 2026

Foundation

New

• Skills library, Published catalog of repeatable workflows for lease administration, store development, estimating, reporting, and workspace administration.
• Lease abstraction skill, Upload a lease PDF; Hugo extracts key terms with citations for human review before export.
• Connectors framework, OAuth-based connections to lease admin platforms, SharePoint, Outlook, and project management tools under the user's existing permissions.

Improved

• Audit trail, Every agent request logs who asked, which tools ran, and what was produced, available to the customer workspace team.

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