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HALO Core User Handbook

Welcome to the HALO Core User Handbook. This guide helps you get the most out of HALO Core — your workspace for research and content creation.

What is HALO Core?

HALO (Holistic Agent Logical Orchestrator) Core is a workspace app that helps you:

  • Collect sources — files, web findings, connector results
  • Ask questions — source-grounded AI chat
  • Generate outputs — reports, infographics, podcasts, presentations
  • Save insights — reusable notes from your work

In short: HALO Core combines a document library, an AI assistant, and a content studio in one interface.

HALO Signature Features

Team-based AI Collaboration

HALO can run with a team of specialized agents. Each agent has its own role, instructions, tools, and settings. This allows different expert perspectives — research-focused, report-focused, or tool-focused behavior.

Smart Delegation Strategies

HALO supports multiple delegation modes:

Mode Behavior
direct_only Master agent answers directly
delegate_on_complexity Delegates to specialists by skills
always_delegate Delegates to all configured members
coordinated_rag Delegates broadly with source-first RAG guidance

Transparency

Users can inspect what happened during generation via expandable sections:

  • Agent Actions
  • Tool Calls
  • Agent Thinking

This gives visibility into reasoning flow without exposing raw internals.

Memory Management

HALO supports a memory layer linked to the active user. When memory backend is enabled, user memory persists across interactions and can be managed in the Account page.

Multimodal Understanding

Users can combine in one chat flow:

  • Text prompts
  • Image uploads
  • Audio input (with transcription)

Source-Grounded Citations

HALO answers using selected sources with citation-aware response handling and fallback resilience when streaming output is empty.

Studio Pipeline

HALO turns research context directly into production-style outputs (report, infographic, podcast, presentation, etc.). Outputs are persisted, revisitable, and exportable.

Who HALO Core is For

HALO Core is designed for people who need to turn information into useful outputs quickly:

  • Analysts and consultants
  • Medical or scientific researchers
  • Content teams and editors
  • Product and strategy teams
  • Anyone preparing summaries, presentations, or evidence-based answers

Key Benefits

  • Faster research cycles — fewer app switches
  • More reliable answers — chat is grounded in selected sources
  • Reusable knowledge — notes and outputs persist locally
  • Flexible setup — configurable models, tools, presets, and sidebar layout
  • Practical output formats — markdown, PDF-like export, and slide-style CSV export

Quick Navigation

Topic Description
Getting Started Installation, setup, first-use flow
Sources Sources library and connectors
Chat Chat, grounding, multimodal, summaries
Studio Templates, generation, outputs
Notes Notes management
Configuration App, chat, studio configuration
Advanced Usage Theme, presets, tools, coordination
Workflows Common task recipes
Troubleshooting Problem-solving guide
FAQ Frequently asked questions
Glossary Terms and definitions

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