delegate
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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
- Backup and restore
Tell Delegate and Cartographer which app to open for each kind of work, including file openers, mail and calendar handlers, and browser profiles.
Tell the agent which app to open for each kind of work, so it stops asking and just does the right thing.
Browser
| Setting | Description |
|---|---|
| Background mode profile | Which Chrome or Edge profile is used for background browsing. Requires the Delegate extension installed in that browser — otherwise no supported browser is detected. |
| PiP preview | Resets the picture-in-picture preview window back to its default position and size. |
| Named browser profiles | Up to 3 profiles, surfaced to the agent so it can pick the right one for each task (e.g. Personal vs. Work). |
Named browser profile format
| Field | Description |
|---|---|
| Name | Friendly label (e.g., "Personal", "Work") |
| Profile | Browser and profile directory (e.g., chrome:Default, edge:Profile 1) |
Format: <browserType>:<profileDirectory>
browserType:chromeoredgeprofileDirectory:Default,Profile 1,Profile 2, etc.
Finding profile directories:
- Chrome:
%LOCALAPPDATA%\Google\Chrome\User Data\ - Edge:
%LOCALAPPDATA%\Microsoft\Edge\User Data\
Apps
| Setting | Options | Description |
|---|---|---|
| File open handler | System, File Explorer, plus any detected code editor | Which application opens files when an editor is needed |
| Mail handler | System default, Outlook, Gmail, Custom | How email is sent |
| Calendar handler | Same as mail, System default, Outlook, Gmail, Custom | How calendar events are managed |
| Office suite | System, Office | Preferred suite for document creation |
Code editors for File open handler are detected automatically, not offered as a fixed list — only editors actually installed on the machine appear as options. Detectable editors include Cursor, VS Code, VS Code Insiders, Windsurf, Sublime Text, Atom, Zed, and Notepad++.
Custom mail or calendar provider
When selecting Custom for mail or calendar, enter a provider name (for example, "Fastmail" or "ProtonMail" for mail; "Fantastical" or "Cron" for calendar).