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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 need | Details |
|---|---|
| A Mac | macOS. A Windows build is still in progress |
| Internet | Required for signing in and for generation |
| An AI account | Claude, ChatGPT or Kimi — whichever subscription you already pay for |
| Time | About 10 minutes if you already have an account |
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
Open the DMG
Double-click the downloadedWorkPilot-x.x.x-arm64.dmg.Drag it to Applications
In the window that opens, drag WorkPilot onto the Applications folder.Eject the DMG
Eject the white disk icon from your desktop.
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.
Right-click to open
Right-click (or control-click) WorkPilot in Applications → Open → Open again. Once it launches this way, normal double-clicking works from then on.If it still won't open
Go to System Settings → Privacy & 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.
| Step | What happens | Can I skip it? |
|---|---|---|
| 1. Welcome | Read the intro and press Start | — |
| 2. Connect AI | Connect Claude, ChatGPT or Gemini | Required — but one is enough |
| 3. Video engine | Connect Higgsfield | Skip it if you won't make video |
| 4. Environment | Confirm the storage folder; company name is optional | Defaults are fine |
| 5. Done | Pick 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 Settings → Connections → Open 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).
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.
| Card | Badge | Choose it if… |
|---|---|---|
| Claude | Required for video | You have Claude Pro or Max, or you want to make video |
| ChatGPT | Chat and images | You have ChatGPT Plus or Pro |
| Gemini | Optional | You have a Google API key (free tier available) |
Video generation runs through Claude. Connecting Claude is mandatory for video — ChatGPT alone cannot produce it.
Connecting Claude with your subscription
-
Press 🔗 Connect (sign in from Terminal) on the Claude card
A Terminal window opens. WorkPilot has passed/loginto the bundled Claude program. -
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.
-
A browser opens
Sign in with the account you pay for and approve access. -
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. -
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.
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
Press 🔗 Connect (sign in with ChatGPT). Terminal opens.
A browser appears — sign in with the ChatGPT account you pay for.
When Terminal shows success, close it.
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.
Press 🔗 Connect. The note says This opens the Higgsfield sign-in page in your browser.
Terminal opens, registers the video engine with Claude, and then a browser opens for Higgsfield sign-in.
Sign in with an account that has an active plan and approve access.
Return to WorkPilot and press the button again. Success means your remaining credits and plan name appear.
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 Settings → Data.
- A company name is used for branding on deliverables. Leaving it blank is fine.
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.
| When | What | Recommendation |
|---|---|---|
| First launch | Send notifications | Allow — you'll be told when generation finishes |
| Using recording | Microphone access | Allow — used for narration recording |
| First auto-subtitle | Speech recognition | Allow — processing happens on your Mac |
| Choosing a folder | Folder access | Allow — limited to the folder you picked |
If you decline by accident, you can change it later in System Settings → Privacy & Security.
Sending your first instruction
Create a thread
+New at the bottom of the sidebar → Thread. A thread is one piece of work.Pick a mode
In the composer. For research and writing, that's Chat.Write what you want and send
Enter sends, Shift+Enter adds a line break.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
| Symptom | Try this first |
|---|---|
| Terminal doesn't open when I press the button | Press it again. Check whether Terminal is hidden behind another window |
| Terminal opened but I don't know what to do | If there's a list, use ↑↓ and Enter. Otherwise just wait |
| I signed in but it isn't green | Almost always: you haven't pressed “Test connection” |
| The connection test fails | Work through Troubleshooting |
| Video won't generate | Check the Higgsfield credit number and that the engine is Claude |
| The app won't update | Make 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
- Connect your AI and services — adding more connections later
- Understanding the interface — what lives where
- Threads and the composer — prompting and stopping