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Delegate & Cartographer user guide
- 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
- Troubleshooting
- Backup and restore
Solutions for common Delegate and Cartographer issues, including screen context errors, permission problems, and connectivity or tool integration failures.
This page is your single reference for resolving issues in Delegate and Cartographer.
Setup and installation
| What you see | Cause | Solution |
|---|---|---|
| I don't see my applications | Screen Context is set to None | Set it to something other than None, from the screen icon next to the chatbox. |
| I don't see my applications | The Windows screen-recording or UI automation permission wasn't accepted | Accept the permission. Restart Delegate. |
| Delegate says it can't access a website | No internet connection | Check your connection. |
| Delegate says it can't access a website | A corporate network is blocking AI services | Ask your IT department if you suspect this. |
| Delegate says it can't access a website | The issue is specific to one site | Try a different website to isolate it. |
| The browser extension isn't detected | The extension isn't installed or enabled | Confirm it's installed and enabled. On Chrome, check chrome://extensions. |
| The browser extension isn't detected | The browser hasn't picked it up yet | Restart your browser after installing it. |
| I can't sign in | Your account credentials are wrong | Verify your UiPath account credentials. |
| I can't sign in | Your organization uses SSO | Make sure you're on the corporate network or VPN. |
| I can't sign in | The wrong tenant is selected | Confirm the correct tenant is selected. |
Tasks and prompts
| What you see | Cause | Solution |
|---|---|---|
| Delegate didn't understand what I wanted | The request was too broad or ambiguous | Break it into smaller steps. Be more explicit about the goal and format. Give an example of the output you want. |
| It started doing something I didn't expect | It's acting on a misread of your request | Press Escape to stop. Ask "What are you trying to do?" to see its reasoning. Redirect with a clearer instruction. |
| The task is taking too long | You're in Background mode, which is slower but non-blocking | Ask for a status update. Break a complex task into smaller chunks. |
| It keeps asking for confirmation | You're in Guided mode, which is expected to confirm before each step | Switch to Autonomous mode for trusted, repetitive workflows. Or review your Security settings to change what triggers confirmation. |
Security and permissions
| What you see | Cause | Solution |
|---|---|---|
| Delegate says it doesn't have permission | The relevant tool category is disabled | Check Tool permissions for that category. |
| Delegate says it doesn't have permission | The app or site is in Blocked apps/websites, or the path matches a Protected files category | Check UI automation. Check Protected files. |
| Delegate says it doesn't have permission | You're not sure which control is denying it | Switch to Cautious mode temporarily to see the specific denial. |
| I approved an action but it still failed | The Windows UAC prompt wasn't actually accepted | Confirm it was accepted. |
| I approved an action but it still failed | The app or site is in Blocked apps/websites, or the path matches Protected files | Check both under Security settings. |
| I approved an action but it still failed | The real issue is unrelated to permissions (network, authentication) | Read the full error message before assuming it's a permission problem. |
| I want to allow a site that's blocked | It's listed individually under Blocked websites | Remove it under UI automation. |
| I want to allow a site that's blocked | It was added as part of a category (Banking, Payments, Crypto, Password Manager, Government, Healthcare) | Remove it from that category under UI automation. |
| I want to allow a site that's blocked | The setting is locked and shown as managed by your organization | Ask your administrator — it's enforced through Automation Ops and can't be changed locally. |
| A skill keeps asking for permissions I already granted | It's actually requesting a different permission than before | Check what's being requested this time. |
| A skill keeps asking for permissions I already granted | The permission is session-scoped | Re-approve it for the new session. |
Connections
| What you see | Cause | Solution |
|---|---|---|
| Connection failed, or an authentication error | The connection expired or was revoked | Reconnect from Add-ons & Integrations → Connections. |
| Connection failed, or an authentication error | Reconnecting doesn't fix it | Disconnect and recreate the connection. Check the service's own third-party app settings. |
| "No connection found for <service>" | The service isn't connected yet | Create the connection from Add-ons & Integrations → Connections. Or take an approach that doesn't need it. |
| Connection exists but lacks the needed permissions | It was created with narrower scopes than the action needs | Disconnect and reconnect, granting the additional scopes when prompted. |
| Connection exists but lacks the needed permissions | An organization policy restricts scopes | Check with your administrator. |
| MCP server won't connect | The server is down or unreachable | Confirm it's running (local) or reachable (remote). |
| MCP server won't connect | The URL or command has a typo | Check the URL. Test the endpoint directly. |
| MCP server won't connect | A firewall is blocking it | Check firewall settings. Review the local process logs for a startup error. |
| MCP server connects but has no tools available | It hasn't registered any tools, or they failed to initialize | Check the server's own documentation and environment variables. Restart it. |
| MCP tool call failed | The server received the request but couldn't execute it | Check the specific error in the tool card. Confirm the required parameters were provided. Confirm the underlying resource (file, database, API) is reachable. |
Routines
| What you see | Cause | Solution |
|---|---|---|
| Routine not found | It was removed, or you're looking in the wrong place | Check the Routines section of the sidebar. |
| Routine not found | It was imported from a file that's no longer available | Re-import it from the original file. |
| Missing required input | A parameter wasn't provided when running it | Fill in every prompted input. |
| Missing required input | A scheduled run has no value for a required input | Set a fixed value for it. Or edit the routine to give it a sensible default. |
| Routine failed partway through | An action in the routine couldn't complete | Check the error in the tool card. Confirm any input files still exist and are accessible. |
| Routine failed partway through | A required connection is no longer active | Reconnect it. Retry. |
| Routine failed partway through | Hard to tell where it's failing | Run it in Guided mode to see exactly where it stops. |
| Scheduled routine didn't run | Delegate wasn't running at the scheduled time | Check the machine wasn't asleep — schedules don't run while asleep. |
| Scheduled routine didn't run | A connection it depends on expired | Check its run status and history under Scheduled routines in the sidebar. Reconnect if needed. |
Skills and add-ons
For publish, install, and review-specific issues, see Publishing, installing, and reviewing skills below.
| What you see | Cause | Solution |
|---|---|---|
| A skill won't install | No internet connection, or not enough disk space | Check your connection. Free up disk space. Try again. |
| A skill won't install | Delegate is out of date | Update Delegate. |
| A skill won't install | It still fails | Contact the publisher. |
| An installed skill doesn't appear | It's disabled | Check its state under Add-ons & Integrations → Skills. |
| An installed skill doesn't appear | Delegate hasn't picked it up yet | Restart Delegate. |
| An installed skill doesn't appear | Its files didn't land where expected | Check Settings file locations for the local skills folder. |
| A skill fails when I try to use it | It's missing a connection it depends on | Create it from Add-ons & Integrations → Connections. |
| A skill fails when I try to use it | It's missing a tool permission it depends on | Enable the tool category under Tool permissions. |
| A skill fails when I try to use it | You're on an outdated version of the skill | Update it to the latest version. |
| A repository or shared feed won't load | The source is unreachable, or misconfigured | Verify it's correct and reachable — see Repository sources. |
| A repository or shared feed won't load | A firewall is blocking the connection | Check firewall settings. |
| A repository or shared feed won't load | The source itself is down | Contact whoever administers it. |
Publishing, installing, and reviewing skills
Grouped by where you are in the flow — see Sharing skills with your team for the full procedures. The cause is often not what the on-screen message suggests.
Trying to publish
| What you see | Cause | Solution |
|---|---|---|
| No Publish button, only Submit for review | You lack Libraries.Create, and nothing on screen says so | You're on the submit-for-review path. Get the permission, or have someone with it approve your submission. |
| Buttons stay disabled, footer asks for required fields | Role or Type is still empty — both start blank | Set both dropdowns. The footer switches to the publish-choice line once they're valid. |
| "Publishing skills is not enabled for this tenant…" | Your tenant's Deployment setting is Only host feed — there's no tenant feed to publish into | An admin sets Feeds to Both host and tenant feeds and saves. |
| Error 1691 | The same setting, on an older Orchestrator where it's a checkbox | Turn on library uploads. Don't go looking through roles instead. |
| "You don't have permission to publish. Contact your admin." | Orchestrator refused the upload itself; the role really is insufficient, whatever the button offered | Fix the role. The button showing up is only a hint, not a guarantee. |
| "Version 1.0.0 already exists. Use a higher version number." | Versions only ever go forward | Raise the version number. |
Browsing and installing
| What you see | Cause | Solution |
|---|---|---|
| Empty catalogue, no error | Usually a connection problem — the catalogue is the tenant feed | Check for an offline banner first. Confirm you hold Libraries.View. |
| "Showing installed skills only" | The feed couldn't be read, so Delegate fell back to what's on disk | Retry. Check your network and permission. |
| An installed skill has no effect in this chat | Skill and routine changes apply to new conversations only | Start a new task. |
| A skill you created by hand never appears | Delegate scans its skills folder at startup, and Sync skills only refreshes cloud skills | Restart Delegate. If it still doesn't show up, check that it's in the right folder. |
Review and cross-org
| What you see | Cause | Solution |
|---|---|---|
| "Unable to connect. Check your network and try again." when submitting for review | Can mean the request reached the backend and failed there (for example, staged-package storage couldn't authenticate) — this message covers any failure on the submit path, not just connectivity | Rule out the backend before assuming it's your network. |
| No Review queue lane at all | That lane only renders for people who hold the publish permission | Expected if you're a submitter, not a reviewer. |
| Submission stuck at Pending | Nobody with the permission has looked at the queue yet — there's no reminder or SLA | Chase a person directly. Make sure someone owns the queue. |
| No "Also publish to …" checkbox anywhere | No shared feed is configured for your environment | Nothing to fix — this is expected without a shared feed. |
| "Ask an Orchestrator admin to add this package to your Orchestrator feed." | Your organization doesn't allow installing directly from shared feeds | Use Request to add to Orchestrator instead. |
Settings
| What you see | Cause | Solution |
|---|---|---|
| A setting change doesn't take effect | Some settings only apply after a restart | Restart Delegate. |
| A setting change doesn't take effect | It's a Security tab setting | Change it through the Settings UI, not by editing the settings file directly. |
| The settings file is corrupted | settings.json has invalid JSON, often from a manual edit | Close Delegate. Delete or rename settings.json.Restart — it's recreated with defaults, and you'll need to reconfigure your preferences. See Settings file locations. |
Cartographer
| What you see | Cause | Solution |
|---|---|---|
| Too many Approve/Reject prompts | Approval mode is set to Cautious, which confirms before nearly every action by design | Switch to Adaptive or Smart (fewer prompts) or Full access (no prompts), from the chat box or Settings → Basics. |
| A project or session "disappeared" | Projects are bound to the tenant where they were created — switching organization or tenant hides projects created elsewhere | Confirm you're logged into the same organization and tenant you used when you created it. |
| Output feels shallow or skips steps | The current model isn't the recommended one, or process-skills didn't match | Check Settings > Model — use ChatGPT 5.6 Terra, Medium effort. Confirm process-skills matched by prompting "Make sure you use process-skills to build your process knowledge." If a specific step was skipped, prompt Cartographer to redo it directly. |
| "I said it looked good but nothing updated" | "Looks good" isn't treated as confirmation | Use the exact phrase "I confirm the process map." Check the real captured state in the Checklist panel's FACTS (AS-IS) group. |
| Download doesn't reflect my latest edits | The downloaded .docx was edited directly | Use the Refine section workflow or in-product editing instead — see How refinement works. Hand-editing the downloaded file doesn't sync back. |
| Generation seems stuck | Normal timing — extraction runs around 5 minutes, and PDD generation typically 2–5 minutes, varying by model and effort level | Give it the full window before assuming a hang. |
Getting support
If you need to contact UiPath support, these four things help them help you faster — you can retrieve each yourself:
| To get | Do this |
|---|---|
| Product version | Settings > General > About > Version |
| Session ID | Ask the agent: "Provide the session ID for this session that is server-side visible." It returns a GUID — a different GUID from the Project ID. |
| Session transcript | In the conversation, open the dropdown at top center and select Export as markdown to save the full transcript as a .md file. |
| File paths to working files | Ask the agent: "show me the path to the knowledge wiki and to the saved PDD." Cartographer returns the local paths to the in-session wiki, the generated PDD, and the Markdown versions of the diagrams. |
| Log bundle, for deeper issues | Settings > General > About > Export > Download produces a .zip of the technical logs. |
| I can't find a setting | It's on a different tab than expected |
| I can't find a setting | It's version-specific |
| Secure settings won't save | Your Windows user profile isn't loaded correctly — the secure settings file relies on the Data Protection API (DPAPI) |