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Surfaice is an AI operating layer for retail real estate teams. It sits on top of the systems you already use — lease admin platforms, SharePoint, email, project tools — and helps your team abstract leases, reconcile CAM (common area maintenance) charges, track critical dates, and move store-development work forward without replacing your systems of record. Hugo is the AI agent inside Surfaice — the assistant you chat with at agent.surfaice.pro. You ask questions in plain language; Hugo reads the systems your workspace has connected (under your permissions), runs repeatable skills when you need a workflow, and drafts work for your team to review. This site documents how Surfaice works, what Hugo can help your team do, and how we handle access and data.

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New here?

Read these in order if you are opening the docs for the first time:

What is Surfaice?

Product mental model — workspace, Hugo, skills, connectors, and audit logs.

Quickstart

Sign in, join a workspace, connect a system, and run your first task.

Start by role

Paths for lease admin, store development, and IT reviewers.

Chat with Hugo

How to ask questions, read citations, and review drafts in the app.

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For security and compliance reviewers

Start here if you are evaluating Surfaice for a security review or audit:

Security page (canonical)

Compliance status, subprocessors, data handling, and NDA package request.

Trust FAQ

Training, audit logs, mailbox scope, and offboarding.

Permissions

Inherited access, connector scope, and data flow.

Data handling

What persists, what does not, and US hosting.

Audit trail

What agent runs are logged and who can access logs.

Agent limitations

What Hugo remembers, what it cannot do, and review expectations.
Compliance claims: surfaice.pro/security is authoritative for SOC 2 status, subprocessors, and contractual commitments. These docs summarize product behavior and link to that page.

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Explore the product

After What is Surfaice? and Quickstart, dig into:

Use cases

Lease admin, store development, construction, portfolio, and operations.

How skills work

What skills are — then browse the Skills library catalog.

Connectors

Connect lease admin systems, SharePoint, Outlook, and other tools safely.

Lease abstraction

Turn a lease PDF into a reviewable abstract with provenance.

Working with Hugo

Scope questions clearly, verify citations, and save work deliberately.

Security overview

In-product security summary — links to the canonical security page.

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Your first week

Treat first outputs as drafts. Verify store number, section, and cited source before updating systems of record — especially for scanned leases and field closeout workflows.

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Who this is for

  • Lease administration and property teams running abstractions, CAM work, and critical-date follow-up
  • Store development / construction program teams coordinating permits, projects, and cross-system status
  • IT and security reviewers evaluating access model, data handling, and compliance posture

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Product at a glance