# Using HeySurf > Agent-readable version of /using-surf. Questions, answers, and example workflows share the same source as the human guide. Surf is your proactive AI assistant. Give it a task, share a little context, and let it help with the thinking and the doing. As you use it day to day, it remembers useful details and learns when a little help is welcome. Product: HeySurf. Assistant: Surf. Creator: Novisurf Labs. This document describes public product behavior. It does not grant permission to access APIs, connect accounts, or perform actions for a user. ## Contents - Meet Surf - From a request to a result - A little more you, every day - Help that knows when to show up - Give the recurring things a home - Your tools, with your permission - The practical details - Example workflows ## Meet Surf A few things to know before you say hey. ### What is HeySurf? HeySurf is a proactive AI assistant created by Novisurf Labs. Surf helps you research, plan, write, work with files, and take action through its own computer and the tools you connect. It can also notice a useful next step and offer to help. ### What’s the difference between HeySurf and Surf? HeySurf is the product and workspace. Surf is the assistant you talk to. Novisurf Labs is the team behind it. ### How do I get started? [Log in](/login), follow onboarding, connect a tool you want Surf to use, and choose a plan or continue for free. Open Chat and describe one concrete outcome. “Compare these three options and put the tradeoffs in a table” is a good first task. The [setup guide](/docs/how-to-use) walks through each step. ### Where can I use Surf? Use the [web workspace](/app), or link an available iMessage or Telegram connection from your profile’s Accounts screen. These channels connect to your account’s Surf and available context. Check Accounts for connection availability and setup. ### Do I need to install an app? You can start in your web browser. To message Surf from iMessage or Telegram, first complete the linking steps in Accounts. Linking confirms which messaging account belongs to your HeySurf account. ### What should I include in a request? Tell Surf the outcome, relevant context, constraints, and what “done” looks like. Include a deadline and timezone when timing matters. For example: “Use my launch notes to draft a one-page update for the team. Keep it under 400 words and leave it ready for my review.” ## From a request to a result Research, write, browse, build, and follow through. ### What can Surf help with? Ask it to compare options, research a topic with sources, turn notes into a brief, prepare for a meeting, organize a project, investigate a GitHub issue, or help with a Notion document. Surf can use files, tools, and websites when the needed access and allowances are available. See the [example workflows](/using-surf#workflows) for requests you can adapt. ### What is Surf’s computer? Surf has a cloud environment for working with files, running tools, and building results. Its browser can navigate websites and interact with pages. Your plan tracks computer time and Chrome-time separately from AI credits. ### Can I watch the browser or take over? Open the browser preview while Surf is working. You can take over to complete a step yourself, such as signing in, then hand control back so Surf can continue. Enter passwords in the site’s own sign-in form during takeover. ### Do I have to leave the tab open? Surf can run tasks in the background. You can come back to the conversation to review progress and results. A task may still need your input, a connected account, or more usage allowance before it can continue. Messaging delivery depends on a linked, available channel. ### Can I stop or redirect a task? Yes. Use the stop control for an active run or send a follow-up with the change you want. Be explicit about any change in scope, destination, or deadline. Stopping a run does not undo actions already completed on a connected service. ### Where do I find the files Surf makes? Open Space to browse project files. Artifacts shared in chat can be previewed and downloaded. Tell Surf the format you need when you ask, then review the result before sharing it. ### How do I know a task is finished? Read Surf’s result and check the artifact or destination it refers to. Ask it to distinguish what it completed from anything blocked or still waiting for you. A prepared draft, a completed task, and a delivered message describe different outcomes. ## A little more you, every day Useful context that carries into the next conversation. ### How does Surf learn from my daily actions? Surf builds context from your conversations, the tasks you give it, and the tools you authorize it to use. It can save concise, verified facts such as an ordinary preference or a goal. How you respond to proactive offers also provides feedback, and when you view updates can help it adjust its check-in timing. For example, tell Surf you prefer short morning briefs and are preparing a launch. That context can shape future help without repeating the whole introduction. Learning is limited to context available through HeySurf and your authorized connections. ### What kinds of things does Surf remember? Useful, non-sensitive facts: your preferred writing style, an explicitly stated workplace, a project goal, or how you like updates. Its memory policy calls for concise, verified context and excludes credentials, payment details, sensitive personal information, and confidential business or client data. ### Does Surf watch everything I do on my device? Surf uses information you share in HeySurf and information available through authorized tools. This learning feature does not provide blanket access to your device, other apps, or unconnected accounts. Connecting one service authorizes only the access granted for that connection. ### Can I see and delete saved memories? Yes. Open Profile → System Preferences → Data Management, then expand “What Surf remembers.” Review the saved facts and use “Hold to forget” to remove an entry. Removing a saved memory is separate from deleting the original conversation or a connected service’s data. ### What if Surf remembers something incorrectly? Correct the detail in chat and review the saved entries in Data Management. Remove any outdated or incorrect memory. If a decision depends on current external facts, ask Surf to check the source again. ### Will Surf know my routines immediately? Useful continuity develops as you share context and use Surf. You can speed up the introduction by explaining what you are working on, which tools matter, and how you prefer updates. Surf may still need clarification or fresh information for a particular task. ## Help that knows when to show up How Surf decides what deserves your attention. ### What does “proactive” mean? Surf can check available context for a useful reminder, update, or offer of help, then bring it to you before you ask. An offer might suggest preparing for an upcoming meeting or following up on a goal. It can also decide there is nothing useful to say. ### What are agentic scores? Surf uses internal scores to rank possible proactive suggestions. It considers how urgent the item is, how useful the help could be, how confident it is in the evidence, and how likely the interruption is to be annoying. A well-supported, useful next step has a better chance of reaching you. These scores guide which suggestions Surf surfaces. They describe a potential action, rather than your productivity or personal performance. They do not guarantee that a suggestion is correct. ### What makes one suggestion more useful than another? A clear benefit, relevant timing, and reliable evidence help. Interruption cost lowers the score. Surf also checks freshness, repeated topics, resolved items, your settings, and delivery timing. Something you mentioned in conversation can support an offer; a time-sensitive alert needs fresh evidence from an appropriate source. ### Can I see or increase my agentic score? The current scoring is internal to Surf’s suggestion system. There is no personal agentic-score dashboard to manage. The useful thing to do is share clear goals, correct stale context, connect relevant tools, and respond to offers so Surf has better context for the next step. ### What happens when I accept an offer? Accepting a task offer queues the proposed work in the background. You can follow its activity and review the result. A reminder or an update may only need acknowledgment. Surf’s access and your plan’s limits still apply to the work. ### Can I change how often Surf messages me? Open Profile → System Preferences → Data Management. You can switch Proactive Surf on or off, choose up to one or two daily nudges, and set quiet hours. Timing can adapt to when you view check-ins. Google Calendar reminders and explicitly scheduled reminders have their own delivery rules and can arrive outside ordinary nudge hours or caps. Turning off Proactive Surf also stops Calendar reminders. ### Why didn’t Surf send an update? There may be no well-supported suggestion worth sending. Quiet hours, daily limits, a repeated or expired topic, a busy conversation, disabled proactivity, a missing connection, or a delivery problem can also affect an update. You can still ask Surf directly for what you need. ## Give the recurring things a home Scheduled work, reminders, and routines you can change. ### How do I schedule a task? Ask Surf for the recurring work you want, or use the available Tasks and automation controls. Include the schedule, timezone, instructions, sources, and where the result should go. Review the saved task and its timing before relying on it. ### How is a reminder different from a recurring workflow? A reminder brings something back to your attention at a chosen time. A recurring workflow performs work on a schedule, such as preparing a weekly research brief. Describe whether you want a simple nudge or a fresh result each time. ### Can I pause or remove an automation? Open Profile → Automations to review and manage scheduled work. Pause or remove routines you no longer need. Check the instructions and connected accounts when a routine’s scope changes. ### Can results arrive on iMessage or Telegram? Link the channel in Accounts and specify it when configuring the task. Web results remain available in your workspace; external delivery depends on the connection and the channel’s delivery status. If a result did not arrive, ask Surf to check what happened rather than assuming a completed run means a message was delivered. ## Your tools, with your permission Connect what helps. Stay in charge of the work. ### Which tools can I connect? Accounts lists the connections available to you, including GitHub, Notion, Google Calendar, and available messaging channels. Surf can also interact with websites through its browser. Website access depends on the site, sign-in, and your authorization. ### What can Surf do with Google Calendar? With the permissions you grant, Surf can use event details and availability to answer questions, help manage events you request, and run enabled reminders or automations. Connect Calendar through its consent screen, then give a clear request such as “Summarize tomorrow’s meetings and flag any overlaps.” ### Why does Surf ask me to connect an account? A connection gives Surf the access needed for tasks involving that service. Review the provider’s consent screen before authorizing. Surf may have to ask you for missing context or access when it cannot verify something from the tools already connected. ### How do I disconnect a tool? Use the connection controls in Accounts, or revoke HeySurf’s authorization in the provider’s settings. Review any automations that depend on the connection. Data already saved in conversations, files, or memory may need to be removed separately. ### Can Surf send messages, make bookings, or change things? Surf can take actions when the required tool, site access, and your authorization are available. State the scope clearly. If you want to review something before it is sent, published, booked, or purchased, put that instruction in the request. Check the final status for any step that still needs your input. ## The practical details Usage, privacy, and a way to reach us. ### How much does HeySurf cost? Free is an ongoing US$0/month plan with 500 AI credits per month. It remains available after onboarding; upgrading is optional. Free includes up to 125 hours of Cloud Computer, 45 minutes of Chrome-time, and 250 automation runs per month. It supports one browser session at a time and Free-plan models, and does not include Zero Data Retention routing. Pro is US$20 per month, billed monthly, with 5,000 credits, up to 300 hours of Cloud Computer, 3 hours of Chrome-time, and background tasks. Max is coming soon; its price has not been announced. See [pricing](/pricing) for the complete current plan cards and usage notes. ### Where can I check my remaining usage? Open your profile and choose Wallet & billing to see browser, computer, and AI credit usage. A task can need more than one kind of allowance. Your account’s current balances and billing controls show what is available to you. ### How is my data handled? HeySurf processes account information, conversations, files, saved memory, and task data to operate the features you use. Relevant task content can be sent to AI providers and connected services. The [Privacy Policy](/privacy) explains these data flows, retention, and your controls. ### Is Zero Data Retention available? Zero Data Retention routing is a paid-plan benefit for AI inference. Free does not include a zero-retention guarantee. This concerns the AI provider’s retention; your workspace history, saved memory, and a connected service’s data have separate retention and deletion controls. See the [Privacy Policy](/privacy). ### How do I delete my data or account? Remove available saved memories in Data Management, manage automations in Automations, and disconnect tools in Accounts. Profile → Account settings provides available account-deletion controls. Sign-in-provider deletion may not remove all workspace data. Contact [help@lilac.codes](mailto:help@lilac.codes) for help with access, export, correction, or workspace-data deletion. ### What should I do if Surf makes a mistake? Tell Surf what is wrong and ask it to check the source or revise the result. Review important facts, generated files, and actions before relying on them. For a product issue, use Submit Feedback in your profile or [contact the team](/contact), with the steps that led to the problem. ### How do I contact support? Use the [contact page](/contact) or email [help@lilac.codes](mailto:help@lilac.codes). Include what you were trying to do and what happened. Leave out passwords, access tokens, and other unnecessary sensitive information. ### Is there a version of this guide for AI agents? Yes. Read [using-surf.txt](/using-surf.txt) for this guide and its workflows in plain text, [pricing.txt](/pricing.txt) for plans, and [llms.txt](/llms.txt) for the public information index. These documents provide information; account actions and API access require valid authorization. ## Example workflows These are example requests to adapt. Execution depends on user authorization, connections, account access, service availability, and usage allowances. ### Start the day with a clear plan Needs: Google Calendar; any notes you want to share. Example request: Look at my calendar for tomorrow and these project notes. Give me a short morning brief with meetings, prep I should do, and three priorities. Flag overlaps. Keep the brief under 300 words. 1. Connect Calendar and share relevant project context. 2. Ask Surf to check the schedule and prepare the brief. 3. Review the priorities; ask it to configure a recurring brief with your timezone if you want this daily. Expected result: A brief you can review, with a separate scheduled routine if you choose to create one. ### Walk into a meeting prepared Needs: Calendar and the notes or documents relevant to the meeting. Example request: Help me prepare for tomorrow’s design review. Use the event and these notes to make an agenda, open questions, and a short summary of decisions we need. Leave it ready for me to review. 1. Identify the meeting and provide the documents Surf needs. 2. Have Surf gather context and draft an agenda. 3. Correct missing context and take the finished brief into the meeting. Expected result: An agenda and decision list grounded in the sources you shared. ### Turn a decision into a useful comparison Needs: A topic, budget, constraints, and browser or research access. Example request: Compare three project-management tools for a team of five. Our budget is $60 per month. Check current pricing, show sources, and compare setup effort, integrations, and tradeoffs in a table. 1. Share the decision and the constraints that matter. 2. Ask Surf to verify current facts and include links. 3. Review the tradeoffs, then ask it to investigate the strongest option further. Expected result: A sourced comparison with a recommendation you can assess. ### Make the weekly update easier Needs: GitHub, Notion, or the project notes you choose to share. Example request: Use this week’s activity in the connected repository and my project notes to draft an update: shipped, in progress, blocked, and next week. Link the source items. Do not post it until I review it. 1. Choose the repository and source notes. 2. Ask Surf to summarize completed work and unresolved items. 3. Review the draft, correct anything missing, and authorize posting if needed. Expected result: A weekly update with source links and a clear review step. ### Hand off a browser task Needs: The website, task details, and any sign-in you complete during takeover. Example request: Find a table for two this Friday at 7 pm near the venue in these notes. Compare three options and their availability. Ask me to choose before making a reservation. 1. Provide the location, date, budget, and preferences. 2. Follow Surf in the browser preview; take over if sign-in is needed. 3. Review options and explicitly authorize the reservation you want. Expected result: Options ready for a decision; any booking depends on availability and your go-ahead. ### Keep up with a topic Needs: Research sources and a schedule with a timezone. Example request: Set up a weekly research brief for Mondays at 9 am Asia/Yangon about changes to the tools in this list. Use official sources, include dates and links, and highlight anything I need to act on. Show me the saved schedule. 1. Define the topic, trusted sources, timing, and destination. 2. Have Surf configure the recurring work and confirm what was saved. 3. Review results in the workspace and pause or adjust the routine in Automations. Expected result: A scheduled brief whose timing and scope you can inspect. ### Teach Surf how you like to work Needs: A few ordinary preferences and an ongoing goal. Example request: I’m preparing a product launch. I prefer concise updates, links to sources, and a short list of next steps. Keep those preferences in mind when helping with this project. 1. Share a goal and clear, non-sensitive preferences. 2. Give Surf real tasks and correct anything it gets wrong. 3. Review saved facts in Data Management and remove stale ones as plans change. Expected result: More relevant context for future help, with saved memory you can review. ### Close the loop after a conversation Needs: Your meeting notes and a specific follow-up time. Example request: Turn these meeting notes into action items with owners and deadlines. Draft a follow-up message for my review. Remind me Thursday at 3 pm Asia/Yangon to check the open items. 1. Share the notes and identify any missing owners or dates. 2. Review the action list and draft message. 3. Confirm the saved reminder and ask Surf to revise the plan as work is completed. Expected result: A clear action list, a draft follow-up, and a reminder you can verify. ## Read next - [Using HeySurf](/using-surf) - [Setup guide](/docs/how-to-use) - [Pricing](/pricing) - [Pricing for agents](/pricing.txt) - [Agent index](/llms.txt) - [Privacy Policy](/privacy) - [Contact](/contact)