- Overview
- Introduction
- Key concepts
- 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
Shared entry point for Delegate and Cartographer, covering what each profile does, what makes both different from a typical desktop assistant, and how to extend either.
UiPath Delegate and Cartographer are AI agents that run on your desktop and do the work you would otherwise do by hand. You describe what you need in plain language: Delegate, the general-purpose profile, drives your applications, documents, and business systems directly; Cartographer, the business-analyst profile, turns that same kind of access into governed process documentation.
Unlike a typical general-purpose desktop assistant, Delegate and Cartographer run under the controls your UiPath organization already has and operate the enterprise systems your work actually happens in.
Delegate installs alongside UiPath Assistant, and you can move between Assistant, Delegate, and Cartographer inside the same application. What experience you see depends on what your admin has enabled.
What makes Delegate and Cartographer different
They operate your real systems
Delegate operates them directly: direct connections are available for many of the systems you already use — see Working with external data and applications — and for systems without one, such as legacy or specialized applications, Delegate works through Computer Use, driving the application the way a person would. Delegate runs natively on Windows, and draws on UiPath's existing automation for the systems enterprises run on, including SAP, Oracle, Citrix, and mainframes.
Cartographer works from what you give it — transcripts, interviews, SOPs, recordings — and from existing automations you point it at, and it can delegate a hands-on step to Delegate for in-context help. See Delegating a task.
They run inside your organization's controls
Delegate and Cartographer act with your access, on your machine, inside your systems. There is no separate governance layer built just for either — both operate under the same automation platform governance your organization already runs everything else through, configured through Automation Ops.
Your administrator controls which applications and tools they can use, which models they run on, and which systems they can connect to, using the same central policies that govern the rest of your UiPath estate. Independently of that, you control how much either does before checking with you, within whatever your organization allows. Model calls route through the UiPath AI Trust Layer, so both are covered by the same platform controls as everything else rather than needing a separate review. See Security overview and Local security configuration.
Neither is tied to one model
Delegate and Cartographer are not built around a single model from a single vendor. By default, both use whatever models your organization has made available through the UiPath AI Trust Layer — either UiPath's default models, or your own configuration if your organization brings its own.
Your organization can decide which models are acceptable and supply its own where a contract, a regulator, or a data residency requirement demands it. Whichever model is used, calls route through the AI Trust Layer, so the controls and the audit trail do not change.
They build on what you already have
If your organization already runs UiPath, Delegate and Cartographer use that work rather than duplicating it. Delegate can call the automations already published in your tenant, and Cartographer can start from those same automations instead of a blank process — see Working with existing automations. Your queues, assets, and permissions carry over either way, so there is no second set of entitlements to maintain.
Extend Delegate and Cartographer
Connectors reach into your existing systems the same way the rest of the UiPath platform does; Skills and Plugins are ways of adding capabilities to either.
| Connectors | Connect Delegate and Cartographer to your tools and data sources through Integration Service connectors, MCP servers, or MCP Apps. See Working with external data and applications. |
| Skills | Teach either reusable capabilities for specific applications or tasks, installed from a feed or created by your organization. See Sharing skills with your team. |
| Plugins | Bundle a set of skills into a distributable package, such as the Test Cloud plugin. See Extending functionality with plugins. |
Profiles
Beyond the general-purpose experience, Delegate includes specialized profiles for particular roles. Which profiles you have access to is configured by your organization administrator.
A "Work profile" here — your role-specific profile, such as Cartographer — is a different, unrelated setting from the "Work profile" preset dropdown in Behavior preferences, which adjusts communication and behavior style (for example, an "Engineering" preset). Same name, two different concepts.
Delegate for General Productivity
The default experience. Delegate works across your applications, files, and web services on whatever you ask. See Delegate overview to get started.
Cartographer
Cartographer is a specialized experience for business analysts. Its long-term goal is the Map of Work: a single, versioned, governed definition of how the business runs. Specifications, sign-off, and audit are generated from one source of truth, instead of drifting documents that disagree with reality.
Today, Cartographer helps document a process from whatever data is available — transcripts, interviews, SOPs, recordings. It then drafts a future design that takes into account business goals, pain points, aspirational benchmarks, and constraints. Once confirmed, it produces a Process Design Document (PDD), followed by a Specification Design Document (SDD) for coding agents.
Switch to it from the product switcher in the title bar, the same way you switch between Assistant and Delegate.
Cartographer has its own dedicated section later in this guide. See Cartographer overview to get started.
Whether you have access to Delegate itself, or to a specific profile such as Cartographer, depends on what your organization has enabled for your account. Ask your administrator if you expect either and do not see it.
Delegate for Testing
Testing is a specialized Delegate experience tuned for reviewing test results, triaging failures, and other quality-assurance workflows across your testing tools. It runs today inside the general-purpose experience rather than as its own separate profile, but it has its own dedicated section later in this guide. See Delegate for Testing overview to get started.
Responsible use of Delegate & Cartographer
Delegate and Cartographer are powered by large language models, and their plans, explanations, and the content they produce may occasionally be inaccurate, incomplete, or based on a misunderstanding of your request. This is a known limitation of LLMs, sometimes called "hallucination."
For example:
- Delegate or Cartographer may misinterpret an instruction and take an action you did not intend.
- They may extract or summarize data incorrectly from a document or business system.
- Their explanation of what they did, or why, may sound plausible without matching what actually happened.
Always review the plan and output before relying on it, especially for production workflows, data handling, or actions that are hard to undo:
- Check proposed actions before confirming them, particularly anything that changes data or reaches into a business system.
- Use your execution mode settings to require confirmation for higher-risk actions. See Settings reference.
- Review deliverables (reports, documents, messages, PDDs, SDDs) before sending them on or acting further on them.
Delegate and Cartographer work best as collaborators, not unsupervised decision-makers. Your review and judgment remain essential, particularly for workflows that touch production systems or external stakeholders.
Next steps
Continue through the documentation in order, or jump to the section that matches your current need:
- Key concepts — Sessions, screen context, skills, routines, and the rest of the vocabulary
- Delegate overview — What you can do with Delegate and how it works
- Cartographer overview — What you can do with Cartographer and how it works
- Installation — Start the Quickstart: install Delegate and check prerequisites
- Security overview — What Delegate and Cartographer can reach, before you install
- Local security configuration — How that access is controlled
- What makes Delegate and Cartographer different
- They operate your real systems
- They run inside your organization's controls
- Neither is tied to one model
- They build on what you already have
- Extend Delegate and Cartographer
- Profiles
- Delegate for General Productivity
- Cartographer
- Delegate for Testing
- Responsible use of Delegate & Cartographer
- Next steps