> ## Documentation Index
> Fetch the complete documentation index at: https://docs.surfaice.pro/llms.txt
> Use this file to discover all available pages before exploring further.

# Release notes

> Public record of Surfaice product updates — new capabilities, improvements, and fixes.

Surfaice ships continuously. This page is the customer-facing record of meaningful product changes. Entries are grouped by release date, newest first.

<Note>
  **For security and compliance reviewers:** This changelog is part of our public product documentation at [docs.surfaice.pro](https://docs.surfaice.pro). For compliance status and contractual commitments, see [surfaice.pro/security](https://www.surfaice.pro/security).
</Note>

<Update label="July 30, 2026" description="Documentation" tags={["Docs"]}>
  ### Public release notes

  * Added this release notes page to the product documentation site.
  * Documentation is now served at [docs.surfaice.pro](https://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.
</Update>

<Update label="July 28, 2026" description="Documentation" tags={["Docs", "Trust"]}>
  ### 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](https://www.surfaice.pro/security).
</Update>

<Update label="July 2026" description="Platform" tags={["Hugo", "Reliability"]}>
  ### 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.
</Update>

<Update label="June 2026" description="Goals & voice" tags={["New", "Hugo"]}>
  ### 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.
</Update>

<Update label="May 2026" description="Field closeout" tags={["Skills", "Integrations"]}>
  ### 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.
</Update>

<Update label="April 2026" description="Portfolio & projects" tags={["Skills", "Integrations"]}>
  ### 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.
</Update>

<Update label="March 2026" description="Enterprise access" tags={["Security", "SSO"]}>
  ### 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.
</Update>

<Update label="February 2026" description="Field workflows" tags={["Skills"]}>
  ### 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.
</Update>

<Update label="January 2026" description="Foundation" tags={["Hugo", "Skills"]}>
  ### 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.
</Update>

## How we publish updates

| Practice     | Detail                                                                                                           |
| ------------ | ---------------------------------------------------------------------------------------------------------------- |
| **Cadence**  | Continuous delivery; this page is updated when customer-visible behavior changes                                 |
| **Audience** | Workspace users, customer admins, and external reviewers                                                         |
| **Scope**    | Product capabilities in [agent.surfaice.pro](https://agent.surfaice.pro) — not internal engineering-only changes |
| **Support**  | Questions about a specific release? See [Support](/support)                                                      |

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