Halofy
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Halofy Documentation

How to run Halofy day to day: set up the console, bring in company knowledge, govern who can use it, and connect the assistants and agents your teams already work with.

Halo Assistant

Ask questions across the memory your role can see, check the evidence, and save answers worth keeping.

Last updated August 20264 min read

Ask a question

Open Assistant to ask questions across the memory available to your role.

  1. Start a new chat, or continue one from Chats & Routines.
  2. Ask a normal business question, such as "What is our current returns policy?" or "What did we decide about the launch date?"
  3. Review the answer and its evidence details before acting on sensitive or high-impact information.
  4. If an answer is weak or wrong, mark it accordingly so the problem becomes visible in quality and conflict workflows.
  5. If the Assistant proposes saving new knowledge, confirm the write only when the information should become reusable company memory.
Assistant
What is our current returns policy?

Refunds run 30 days from delivery for unopened items. Opened items follow the damaged-goods path, and Finance approves anything above the standard limit.

EvidenceReturns Policy v4.pdfCustomer Support · approvedEscalation matrixFinance · team memory
Who approves an exception?What changed since the last version?

Chats and routines

Chats are saved so work can continue later.

Authorized users can also create daily or weekly routines from Chats & Routines for repeated summaries and checks.

The Assistant dock

The Assistant dock in the corner of the console uses the same conversation history as the full Assistant page. You can open it from any unlocked console page.