1
Bring in a client
Connect HaloPSA, Autotask, or ConnectWise Manage. You can also connect an RMM and import from it. With neither, create a standalone client.
2
Set the seat cap
Open the client and go to Deployment. Set Seat cap to at least 1. Each enrolled machine uses one seat.
3
Create an enrollment key
On the same tab, create a key, or reuse a global key if you already have one. The key is shown once. It proves the machine belongs to your organization. It is not a per-user password.
4
Install
Under AI applications, tick Claude Desktop, ChatGPT, or both. With an RMM, choose Copy script and run it in the RMM as SYSTEM. On one Windows machine, download
mspilot-install.exe, double-click it, and choose Yes when Windows asks for permission. Details are on Install. For an Apple Silicon Mac, pick macOS instead and follow macOS.5
Confirm
Deployment watches for check-in. On the machine you can also run: