How it fits together
Mental model
Think of Surfaice less like a chatbot bolted onto one SaaS product, and more like a remote operator placed into your company workspace:- It investigates available data across connected systems
- It uses tools and skills instead of waiting for a perfect integration
- It asks targeted questions when a missing fact blocks progress
- It records durable knowledge only when you accept it
- It turns repeated work into named skills
What Surfaice is not
- Not a new lease admin system of record
- Not a bulk mailbox or SharePoint sync product
- Not a general-purpose data lake of your documents
What happens in the app
- You sign in to your company’s workspace.
- You connect the systems your role is allowed to use.
- You ask Hugo a question in chat, or open a skill for a structured workflow.
- Hugo reads source systems under your permissions, cites what it used, and produces a draft.
- You review, correct, and save only what should persist in the workspace.
Next steps
Quickstart
Sign in and run your first task.
Chat with Hugo
How to ask questions and review answers.
Connectors
What you can link and how permissions work.
How skills work
What skills are — then browse the Skills library when you are ready.