For security and compliance reviewers: This changelog is part of our public product documentation at docs.surfaice.pro. For compliance status and contractual commitments, see surfaice.pro/security.
Public release notes
- Added this release notes page to the product documentation site.
- Documentation is now served at docs.surfaice.pro with an RSS feed for this page.
Improved
- Settings experience — Workspace settings open in a centered overlay so you can adjust connectors and preferences without leaving your current task.
- In-app help links — Help and documentation links in the product now point to the public docs site.
New
- Public product documentation — Launched the Surfaice docs site with getting-started guides, use-case playbooks, skills library, and trust concepts for security reviewers.
- Reviewer path — Added a dedicated onboarding path for IT and compliance reviewers (permissions, data handling, audit trail, trust FAQ).
Improved
- Documentation navigation — Reordered guides so new users meet Hugo and core concepts before domain-specific jargon.
- Security parity — Aligned in-docs compliance language with the canonical security page.
Improved
- Conversation reliability — Agent runs handle interrupted or overlapping requests more gracefully so long-running tasks do not leave sessions in an ambiguous state.
- Watch activity — Failed scheduled runs now appear in recent activity so operators can see and retry them.
- Document abstraction — Transient parser failures retry automatically instead of failing the entire extraction job.
- Query performance — Large database reads are bounded to prevent runaway context size on complex portfolio questions.
Fixed
- Punch-walk carry-forward — Prior walk data now scopes correctly to the store being walked, not a single project record.
- Service filters — Facility-management integrations ignore unrelated filters instead of returning empty results silently.
New
- Goals — Run recurring objectives from chat — for example, weekly portfolio briefings or exception reports — with Hugo executing on a schedule and surfacing results in the workspace.
- Voice on tablet — Hold-to-talk voice input with a thumb-friendly send control after transcription completes.
Improved
- Voice transcription — Organization-specific vocabulary improves recognition of store numbers, vendor names, and retail construction terms.
- Chat UI — User message bubbles size to content for easier scanning in long threads.
- Apps filtering — Scheduled agents respect workspace app filters so unrelated automations do not appear in activity feeds.
New
- Visual attributes on closeout forms — Custom form fields on punch-walk and closeout workflows carry forward across sessions so CPMs do not re-enter static store metadata.
- Per-vendor closeout reports — Generate separate PDF summaries by responsible vendor, with draft follow-up emails for distribution.
Improved
- Punch-walk speed — Typical in-walk response time reduced from about a minute to under thirty seconds during active field use.
- CPM-guided exception model — Field workflows default to marking standard items complete; the agent focuses on exceptions the CPM calls out.
- Real-time progress canvas — Visual progress panel shows section completion during a walk without switching views.
- Smartsheet sync — Two-way integration keeps closeout status aligned with your existing punch-list tooling.
New
- Natural-language project creation — Create and update development projects in connected PM systems from chat, with confirmation before writes.
- Executive briefings skill — Ask for a portfolio-level summary — budget status, overdue milestones, stores needing attention — grounded in connected project data.
- ServiceChannel connector — Query work orders and facility tickets with caller, reporter, and entity filters.
Improved
- Sitefolio integration — Project status and portfolio queries read from the customer data lake with scheduled refresh.
- Lease abstraction — Improved handling of scanned PDFs and multi-document lease packages.
New
- SSO via SAML — Enterprise customers can sign in through Microsoft Entra ID (Azure AD) or Google Workspace with workspace provisioning controlled by customer admins.
Improved
- User memory — Hugo retains per-user corrections within a workspace so repeated guidance does not need to be re-stated each session.
- Multi-language voice — Field voice input supports multiple languages via automatic transcription.
- iPad field use — Layout fixes for portrait mode, canvas resizing, and report download on tablets used during store walks.
New
- Voice + photo punch walks — Capture deficiencies by voice, photo, or text during a store walk; Hugo structures findings into your closeout template.
- 13-section walk template — Standard retail closeout sections with vendor assignment and severity tagging.
Improved
- First production field tests — Iterated on hold-to-talk voice, vendor mapping, and report formatting based on CPM feedback from live store walks.
New
- Skills library — Published catalog of repeatable workflows for lease administration, store development, estimating, reporting, and workspace administration.
- Lease abstraction skill — Upload a lease PDF; Hugo extracts key terms with citations for human review before export.
- Connectors framework — OAuth-based connections to lease admin platforms, SharePoint, Outlook, and project management tools under the user’s existing permissions.
Improved
- Audit trail — Every agent request logs who asked, which tools ran, and what was produced — available to the customer workspace team.
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