### Documentation

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

Note

**For security and compliance reviewers:** This changelog is part of our public product documentation at [docs.surfaice.pro](https://docs.surfaice.pro). For compliance status and contractual commitments, see [surfaice.pro/security](/security/ai).

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](https://docs.surfaice.pro) 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](/security/ai).

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.

## How we publish updates

| Practice | Detail |

| --- | --- |

| **Cadence** | Continuous delivery; this page is updated when customer-visible behavior changes |

| **Audience** | Workspace users, customer admins, and external reviewers |

| **Scope** | Product capabilities in [agent.surfaice.pro](https://agent.surfaice.pro), not internal engineering-only changes |

| **Support** | Questions about a specific release? See [Support](/docs/support/ai) |

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