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Hugo is the Surfaice agent you chat with inside the application. Ask in natural language; Hugo uses the tools and connectors available in your workspace to investigate and draft work. New here? Read What is Surfaice? first. CAM in the prompts below means common area maintenance.

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Good first prompts

  • “Summarize critical dates for store 1842 this quarter.”
  • “Find the latest CAM reconciliation letter for this landlord.”
  • “Abstract this lease and list co-tenancy clauses with citations.”
  • “What changed in the SharePoint folder for project Riverside since last week?”
Be specific about the store, landlord, project, or document when you can. Vague prompts force more clarifying questions.

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How to work with answers

  1. Read citations and sources — prefer answers that show where a fact came from.
  2. Correct mistakes in chat — Hugo should learn from targeted corrections in the workspace.
  3. Save deliberately — only promote drafts you intend to keep as durable workspace artifacts.
  4. Do not paste secrets unnecessarily — use connected systems instead of pasting credentials or unrestricted PII into the prompt.

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UI walkthrough

When you open agent.surfaice.pro:
1

Workspace selector

Confirm you are in the correct customer workspace before asking about store numbers or leases.
2

Chat input

Type natural language or / for skill autocomplete. Be specific: store #, landlord, project, date range.
3

Skills panel

Browse skills by scope (built-in, company, workspace). Click a skill to start with its playbook loaded.
4

Citations and Preview

Answers may include source links. Maps, dashboards, and reports open in Preview — if Preview is empty after a long wait, see Working with Hugo.
5

Apps (punch walk, document abstraction)

High-stakes workflows open structured Apps — guided UIs with checklists and review panes — prefer these over chat-only capture for field work. See Apps & automations.
Annotated product screenshots will be added in a future docs release. Until then, use the steps above with your workspace admin on the first session.
When the answer isn’t in your connected systems, Hugo can search the live web — a municipality’s permit-portal hours, a manufacturer’s spec sheet, a contractor’s public license status, a market ranking, a current code reference. Ask the way you’d ask a colleague:
  • “Search the web for the City of Norwalk building department permit fee schedule.”
  • “What’s the standard cure time for the sealer in this spec? Check the manufacturer’s site.”
Hugo finds the relevant pages, reads them, and answers with its sources so you can open each page and confirm.
Hugo working through a web search: a request to rank contractors, with the agent finding and reading several public web pages.

Hugo searching the public web — finding, then reading several pages — to answer a question it can't answer from your connected systems.

Hugo's answer as a ranked table followed by a Sources section listing the public web pages it cited.

The answer comes back with a Sources list — every figure is a link you can open and verify.

Treat web results as leads to verify, not system-of-record facts: for anything that drives a decision, prefer your connected systems and keep the source. Web search is read-only and available as a connector — see Connectors. Turning it on. Web search is provisioned per organization — open Settings → Connectors and check that Web Search shows Connected. There’s no personal sign-in; if it isn’t there, ask your Surfaice admin to enable it.
Settings Connectors panel listing Web Search as Connected alongside the other workspace connectors.

Settings → Connectors — Web Search shows as Connected once your admin has enabled it for the workspace.

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Maps & store location

Ask Hugo for a store’s location and it returns a Google Maps link and coordinates, and can open a satellite Preview of the mapped property:
  • “Pull the Google Maps link for Store 1507 in Norwalk, California.”
Chat request for a store's Google Maps link, answered with the mapped address, an Open link, and coordinates.

Ask for a store's location — Hugo returns the mapped address, a Google Maps link, and coordinates.

The Preview opens the property from above with the mapped location marked — useful for site surveys, confirming an address, or orienting a field team before a visit.
Satellite Preview of a store property from above, with the mapped store location marked.

The satellite Preview of the mapped store property, with the location marked.

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What Hugo is not

Hugo is not a replacement for your lease admin system, DMS, or project tracker. It is an operator layer that investigates those systems and drafts work for human review.