- Overview
- Quickstart
- Delegate
- Trust and compliance
- Governance
- Features
- Cartographer
- Cartographer overview
- The Cartographer interface
- Getting started with Cartographer
- Working with existing automations
- AS-IS (Current Process) documentation
- Providing documents to Cartographer
- Delegating a task
- TO-BE design and PDD generation
- Refining your PDD and the quality checklist
- Generating an SDD
- Sending SDDs to Automation Hub
- Delegate for Testing
- Reference
- Troubleshooting
- Backup and restore
Configure how Delegate and Cartographer communicate and act, including work profiles, communication style, proactivity, action transparency, and custom preferences.
Configure how Delegate and Cartographer communicate and act. These preferences guide interaction style.
Some preferences may conflict with Delegate's or Cartographer's default behavior or safety guidelines. In those cases, built-in defaults take precedence.
Work profile
A preset that adjusts all the preferences below at once — for example, an "Engineering" preset.
Communication
| Setting | What it controls | Options |
|---|---|---|
| Style | How verbose responses should be | Concise, Balanced, Detailed |
| Tone | The tone of responses | Professional, Friendly, Direct, Technical, Executive-ready |
Behavior
| Setting | What it controls | Options |
|---|---|---|
| Proactivity | How actively Delegate suggests actions | Reactive only, Suggest next steps, Highly proactive |
| Clarification | How Delegate handles unclear requests | Ask before assumptions, Make reasonable assumptions, Minimize questions |
Action transparency
Three independent toggles, each off unless noted:
| Setting | What it does |
|---|---|
| Explain before execution | Describe intended actions before performing them |
| Summarize after execution | Provide a summary after completing actions (on by default) |
| Highlight risks | Warn about risks before sensitive actions |
Additional notes
Free-text instructions Delegate follows going forward, up to 2500 characters — for example, "Always use bullet points" or "Respond in Spanish." Quick-add suggestions are offered (use code blocks for commands, always use bullet points, keep it under 3 sentences, include code examples, explain tradeoffs).
Custom preferences
Add your own name/value pairs beyond the built-in settings above — for example, Name: "Language", Value: "Always respond in Spanish".
Reset all to defaults
Resets every behavior preference on this page back to its default value.