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
Manage the Orchestrator-backed Context Grounding indexes available to the agent, from the Context grounding tab. Beta.
Note:
Context grounding is in beta.
Manage Context Grounding indexes available to the agent. This is different from the Knowledge tab: Context Grounding indexes are Orchestrator-hosted document indexes searched by semantic search, while Knowledge holds entries Delegate and Cartographer save from your own conversations.
Enable the feature first from Add-ons & Integrations → Tools → Knowledge. Once enabled, this tab lists your indexes, with a count, a button to add one, and a refresh control.
If no indexes exist yet, create one in Orchestrator to get started.