011. Sign in to your Halofy account#
Open Settings → Linked devices → Halofy account. Sign in with the verified email used for your Console workspace, then select the workspace or team for your work.
02Use your workspace guidance#
New conversations receive the skills, instructions and policies assigned to their scope. You can work in a personal workspace or an organization team. Your provider still determines which tools and permissions it supports.
03What reaches the Console#
Connecting this computer to your Halofy team automatically shares new conversations, this month’s AI usage (including available usage from earlier this month), supported plan details and project setup for playbooks. The sign-in and team-selection screens explain this sharing with your teams and their authorized managers.
There is no separate activity opt-in or pause switch. Team activity shows sharing status. Signing out stops sharing; reconnecting resumes it automatically.
Read what is included and excluded before connecting a computer. Live teammate control is a separate Collaboration setting.
04Context delivery and activity sharing are separate#
Your Console workspace supplies reusable skills, instructions, policies and knowledge references for the selected scope. New team conversations receive that configuration; older conversations do not automatically become newly configured sessions. Provider capabilities still determine how an agent can use the guidance.
Activity sharing is the return path from work to Console evidence. It starts automatically when the computer signs in to a team. Receiving guidance, capturing a chat, uploading it and following that guidance are separate events; check the available evidence for each.
05Use the same loop on your own or together#
In a personal workspace, build a collection of practices for your own agents. In an organization, work within the team whose guidance and memory the task needs. Shared practices can improve future work without making every team’s private context available to everyone.
Existing team conversations remain tied to their team when you sign out. If access checks pause a conversation, restore the account and workspace access before continuing. Conversations started while signed out run independently.
Understand current setup sharing#
Connecting this computer to your Halofy team also registers its current setup for playbooks. Setup files, new conversations and numeric usage are distinct kinds of shared information, covered by the current sign-in disclosure.
When an authorized playbook request asks for setup, Halofy reads supported instruction files, skill text and safe settings from projects registered on that computer and supported default agent profiles. Projects added later are included. It excludes credential stores, environment values, executable arguments and hook commands, and reports missing or unsupported content.
Open Settings → Linked devices → Halofy account → Setup sharing to inspect the scope and status. Refresh status checks the reported state; the Console’s Refresh setup requests a fresh collection. These are different actions.
Signing out stops sharing on that computer. Reconnecting can register it again. Check the displayed scope in Setup sharing. See what setup sharing includes.
When a team conversation pauses#
A team conversation keeps the account and team it started with. Changing teams affects new conversations; it does not move the old chat or its permissions. If sign-in expires or access cannot be checked, restore that connection before continuing.
A manager’s AI budget can also pause a new message or continuation. The composer shows a warning as the account approaches its limit. Check the reason: an account limit, an agent allocation and a temporary usage scan are different problems.
For a limit, ask the manager to review the budget. For an unfinished scan or temporary verification error, wait for the indicated check and use Retry when offered. Usage sharing and budget checks are distinct from whether a particular chat has finished uploading.
These limits check work submitted through Halofy. They are not an exact ceiling on a provider’s internal calls, remote background work or your subscription bill.
