### 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

- [FAQ](/docs/faq/ai)

- [Release notes](/docs/release-notes/ai)

- [Security overview](/docs/security/ai)

- [Support](/docs/support/ai)

- [Status](https://status.surfaice.pro)

- [Security](/security/ai)

- [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

- [FAQ](/docs/faq/ai)

- [Release notes](/docs/release-notes/ai)

- [Security overview](/docs/security/ai)

- [Support](/docs/support/ai)

- [Status](https://status.surfaice.pro)

- [Security](/security/ai)

- [Open app](https://agent.surfaice.pro)

# Workspace admin skills

Platform skills for workspace setup, skill authoring, templates, contacts, and chat home customization.

Note

**For workspace administrators and power users.** New to Surfaice? Start with [What is Surfaice?](/docs/concepts/what-is-surfaice/ai) and [Workspaces](/docs/guides/workspaces/ai).

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 |

## Related

- [Skills library](/docs/skills/ai)

- [Apps & automations](/docs/skills/apps-and-automations/ai)

- [Connectors](/docs/guides/connectors/ai)

- [Workspaces](/docs/guides/workspaces/ai)

- [Apps & automations Previous](/docs/skills/apps-and-automations/ai)

- [Permissions Next](/docs/concepts/permissions/ai)