Workspace admin skills
Platform skills for workspace setup, skill authoring, templates, contacts, and chat home customization.
These skills help you configure how Hugo (the in-app agent) behaves for your organization. They appear in the Skills panel under Catalog or Company-wide, depending on what Surfaice provisioned for your workspace.
Authoring & customization
| Skill | What it does |
|---|---|
Skill Creator | Guided flow to author new workspace skills |
document-abstraction-builder | Maintain abstraction field schemas, prompts, and validation runs |
template-builder | Save reusable deliverable templates from examples, emails, reports, forms |
how-to-create-playbook | Guidance for building team playbooks |
tool-creator | Create advanced typed tools (typically with Surfaice engineering) |
Workspace memory & UI
| Skill | What it does |
|---|---|
init-integrations | Interview-based setup of key folders, people, and systems Hugo should know about |
edit-chat-home | Customize starter prompts and new-chat landing cards |
contact-book | Resolve and remember contacts (email, phone) for vendors, GCs, landlords, PMs |
Sites & reports
| Skill | What it does |
|---|---|
Site Builder | Build and publish Reports/Sites as web surfaces |
generate-surfaice-html | Branded HTML exports for customer-facing report previews |
Document utilities
Available across workspaces for file operations:
| Skill | Formats |
|---|---|
generate-pdf | PDF merge, split, OCR, form fill |
generate-excel | .xlsx / .csv creation and edits |
generate-docx | Word documents |
generate-pptx | PowerPoint decks |
Skill scopes (admin reference)
When Surfaice sets up a customer workspace, it maps an organization template to a built-in skill catalog. Admins can:
- Install additional platform catalog skills into the workspace
- Publish company-wide skills for everyone in the organization
- Let users author workspace-only skills
End users see four scopes in the Skills panel: Built-in, Company-wide, Workspace, Catalog.
Who should use these
| Skill | Typical user |
|---|---|
Skill Creator | Surfaice champion, lease admin lead, PMO |
template-builder | Anyone producing recurring report/email formats |
edit-chat-home | Admin tuning onboarding for new users |
init-integrations | Admin during workspace bootstrap |
contact-book | All users, Hugo uses it when routing messages |
Automation Creator | Users scheduling On Watch monitors |