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Install and first-time setup

This page takes you from installing the app to sending your first instruction. A Terminal window will open along the way, but you barely have to type anything. Everything that happens is explained below.

Before you start

What you needDetails
A MacmacOS. A Windows build is still in progress
InternetRequired for signing in and for generation
An AI accountClaude, ChatGPT or Kimi — whichever subscription you already pay for
TimeAbout 10 minutes if you already have an account
About cost

WorkPilot does not charge you again for AI usage. Claude, ChatGPT and Kimi run on the subscription you are already paying for. Separate metered billing only applies to OpenAI image generation, ElevenLabs audio, and Higgsfield video credits.

1. Install the app

  1. Open the DMG
    Double-click the downloaded WorkPilot-x.x.x-arm64.dmg.

  2. Drag it to Applications
    In the window that opens, drag WorkPilot onto the Applications folder.

  3. Eject the DMG
    Eject the white disk icon from your desktop.

Get this bit right

If you run the app from inside the DMG or leave it on the desktop, automatic updates will fail. Always move it into Applications before launching.

2. Launch it for the first time

Double-click WorkPilot in Applications. If macOS asks “WorkPilot is an app downloaded from the Internet. Are you sure you want to open it?”, choose Open.

If you see “cannot verify the developer”

Depending on the build you received, macOS may show this warning. Try these in order.

  1. Right-click to open
    Right-click (or control-click) WorkPilot in Applications → OpenOpen again. Once it launches this way, normal double-clicking works from then on.

  2. If it still won't open
    Go to System SettingsPrivacy & Security, scroll down, and click Open Anyway next to the WorkPilot message.

3. The setup wizard (5 steps)

On first launch a setup screen appears, with five steps across the top.

StepWhat happensCan I skip it?
1. WelcomeRead the intro and press Start
2. Connect AIConnect Claude, ChatGPT or GeminiRequired — but one is enough
3. Video engineConnect HiggsfieldSkip it if you won't make video
4. EnvironmentConfirm the storage folder; company name is optionalDefaults are fine
5. DonePick a starter prompt and go

At the bottom you'll find Back, Later and Next. Skipping with Later is fine — you can reopen the whole wizard from SettingsConnectionsOpen first-time setup again.

What is Terminal? (worth reading first)

In the next step a Terminal window opens on its own — a window of plain text. Don't panic.

  • Terminal ships with every Mac. It's a place where you talk to the computer in text.
  • WorkPilot types the command for you. You don't need to write anything.
  • Your job is to read, pick an option with the arrow keys, and press Enter.
  • Once sign-in finishes you can close the window (+W).
Why Terminal at all?

Each AI vendor ships subscription sign-in as an official command-line tool, and WorkPilot uses it directly. The upside is that your username and password never pass through WorkPilot. You sign in on the vendor's own web page, and the credentials are stored on your Mac.

Step 2: connect an AI (the important one)

This screen shows three cards. Connecting any one of them is enough to start.

CardBadgeChoose it if…
ClaudeRequired for videoYou have Claude Pro or Max, or you want to make video
ChatGPTChat and imagesYou have ChatGPT Plus or Pro
GeminiOptionalYou have a Google API key (free tier available)
If you want to make video

Video generation runs through Claude. Connecting Claude is mandatory for video — ChatGPT alone cannot produce it.

Connecting Claude with your subscription

  1. Press 🔗 Connect (sign in from Terminal) on the Claude card
    A Terminal window opens. WorkPilot has passed /login to the bundled Claude program.

  2. Terminal asks how you want to sign in
    You'll see a short list, usually two options:

    • Your subscription account (Claude Pro / Max) ← choose this if you have one
    • An API-billing account (Anthropic Console)

    Move with and confirm with Enter. The mouse won't work here.

  3. A browser opens
    Sign in with the account you pay for and approve access.

  4. Go back to Terminal
    A success message appears. If a verification code is shown, copy it, paste it into Terminal (+V) and press Enter. You can close the window afterwards.

  5. Return to WorkPilot and press Test connection
    The app sends a real one-line question to the AI and checks that an answer comes back. Success turns the status green.

The screen also reminds you: Finish signing in from Terminal, then press “Test connection”. Signing in alone will not turn it green — you must press the test button.

If it fails

Cannot connect. Check that you are signed in to Claude. means sign-in didn't complete, or the window was closed partway. Just press the connect button again. A full checklist is in Troubleshooting.

Connecting ChatGPT

  1. Press 🔗 Connect (sign in with ChatGPT). Terminal opens.

  2. A browser appears — sign in with the ChatGPT account you pay for.

  3. When Terminal shows success, close it.

  4. Back in WorkPilot, press Test connection.

If something is missing you'll see You need to sign in to ChatGPT. Press Connect, finish signing in from Terminal, then test again.

Using Gemini (no Terminal needed)

Gemini is the exception: no Terminal involved. Paste the API key you created in Google AI Studio into the field on the card. It changes to Saved — ready to use.

Step 3: the video engine (Higgsfield)

Skip this if you're not making video — the screen even says If you're not making video, you can set this up later.

  1. Press 🔗 Connect. The note says This opens the Higgsfield sign-in page in your browser.

  2. Terminal opens, registers the video engine with Claude, and then a browser opens for Higgsfield sign-in.

  3. Sign in with an account that has an active plan and approve access.

  4. Return to WorkPilot and press the button again. Success means your remaining credits and plan name appear.

How to tell it worked

Don't judge by text on screen — judge by whether a credit number appears. No number means it isn't connected yet.

Step 4: storage and profile

This shows the folder where your work and logs are saved. The default is Documents/WorkPilot, and Open folder reveals it in Finder.

  • The default is fine. You can change it later under SettingsData.
  • A company name is used for branding on deliverables. Leaving it blank is fine.
Your data stays as ordinary files

Conversations, knowledge and generated media are saved into that folder as Markdown and media files. Deleting the app does not delete them. The structure is described in Settings and where data lives.

Step 5: your first prompt

The final screen offers ready-made prompts you can press straight away.

  • 🎬 Make a vertical video of walking under cherry blossoms
  • 🖼 Draft a 15-second company intro video
  • 💬 Tell me what this app can do

If you're not sure where to begin, the third one is the safe choice. It costs nothing and the app explains itself.

Afterwards, if past Claude Code or ChatGPT conversations exist on this Mac, you'll be offered an import. Declining is fine — you can import later.

The permission prompts you'll see

macOS may ask for a few things. Here's what each is for.

WhenWhatRecommendation
First launchSend notificationsAllow — you'll be told when generation finishes
Using recordingMicrophone accessAllow — used for narration recording
First auto-subtitleSpeech recognitionAllow — processing happens on your Mac
Choosing a folderFolder accessAllow — limited to the folder you picked

If you decline by accident, you can change it later in System SettingsPrivacy & Security.

Sending your first instruction

  1. Create a thread
    +New at the bottom of the sidebar → Thread. A thread is one piece of work.

  2. Pick a mode
    In the composer. For research and writing, that's Chat.

  3. Write what you want and send
    Enter sends, Shift+Enter adds a line break.

  4. Press Esc to stop
    It halts a running task. Within 5 seconds of sending, it undoes the send instead and returns your text.

If something doesn't work

SymptomTry this first
Terminal doesn't open when I press the buttonPress it again. Check whether Terminal is hidden behind another window
Terminal opened but I don't know what to doIf there's a list, use and Enter. Otherwise just wait
I signed in but it isn't greenAlmost always: you haven't pressed “Test connection”
The connection test failsWork through Troubleshooting
Video won't generateCheck the Higgsfield credit number and that the engine is Claude
The app won't updateMake sure it lives in the Applications folder

To search by symptom, see Troubleshooting by symptom. For unfamiliar words, see the Glossary.

Where to go next