Halofy
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Set up your workspace

Prepare a personal or team workspace for your agents.

Updated September 20261 min read

011. Create your account#

Open app.halofy.ai. Sign in or create an account using an available method. Verify your email if you register with email and password.

1. Create your account
1. Create your account in Halofy, with the relevant section highlighted.

022. Choose how you’ll use Halofy#

Choose For myself for a personal workspace or With my organization or team if you will invite others. You can’t currently change the workspace type in Settings.

2. Choose how you’ll use Halofy
2. Choose how you’ll use Halofy in Halofy, with the relevant section highlighted.

033. Complete the setup checklist#

Add an approved, vetted skill; activate a policy; choose your allowed MCP servers (including none); and publish enabled instructions. Organization setup also asks you to choose a team. The checklist tracks progress and unlocks the Console when the required steps are complete.

3. Complete the setup checklist
3. Complete the setup checklist in Halofy, with the relevant section highlighted.

044. Connect an agent#

Use Choose how to work to connect the AI Workstation or an external agent. Follow the connection guide and confirm activity is reaching your workspace.