Workspace admin skills

For workspace administrators and power users. New to Surfaice? Start with What is Surfaice? and Workspaces.

These skills help you configure how Hugo (the in-app agent) behaves for your organization. They appear in the Skills panel under Catalog or Company-wide, depending on what Surfaice provisioned for your workspace.

Authoring & customization

Skill	What it does
`Skill Creator`	Guided flow to author new workspace skills
`document-abstraction-builder`	Maintain abstraction field schemas, prompts, and validation runs
`template-builder`	Save reusable deliverable templates from examples — emails, reports, forms
`how-to-create-playbook`	Guidance for building team playbooks
`tool-creator`	Create advanced typed tools (typically with Surfaice engineering)

Workspace memory & UI

Skill	What it does
`init-integrations`	Interview-based setup of key folders, people, and systems Hugo should know about
`edit-chat-home`	Customize starter prompts and new-chat landing cards
`contact-book`	Resolve and remember contacts (email, phone) for vendors, GCs, landlords, PMs

Sites & reports

Skill	What it does
`Site Builder`	Build and publish Reports/Sites as web surfaces
`generate-surfaice-html`	Branded HTML exports for customer-facing report previews

Document utilities

Available across workspaces for file operations:

Skill	Formats
`generate-pdf`	PDF merge, split, OCR, form fill
`generate-excel`	`.xlsx` / `.csv` creation and edits
`generate-docx`	Word documents
`generate-pptx`	PowerPoint decks

Skill scopes (admin reference)

When Surfaice sets up a customer workspace, it maps an organization template to a built-in skill catalog. Admins can:

Install additional platform catalog skills into the workspace
Publish company-wide skills for everyone in the organization
Let users author workspace-only skills

End users see four scopes in the Skills panel: Built-in, Company-wide, Workspace, Catalog.

Who should use these

Skill	Typical user
`Skill Creator`	Surfaice champion, lease admin lead, PMO
`template-builder`	Anyone producing recurring report/email formats
`edit-chat-home`	Admin tuning onboarding for new users
`init-integrations`	Admin during workspace bootstrap
`contact-book`	All users — Hugo uses it when routing messages
`Automation Creator`	Users scheduling On Watch monitors

Get started

Guides

Use cases

Skills library

Concepts & trust

Help

Authoring & customization

Workspace memory & UI

Sites & reports

Document utilities

Skill scopes (admin reference)

Who should use these

​Authoring & customization

​Workspace memory & UI

​Sites & reports

​Document utilities

​Skill scopes (admin reference)

​Who should use these

​Related

Authoring & customization

Workspace memory & UI

Sites & reports

Document utilities

Skill scopes (admin reference)

Who should use these

Related