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Delegate & Cartographer user guide
- Overview
- Quickstart
- Delegate
- Delegate overview
- The Delegate interface
- Getting started with 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
A tour of the Delegate interface, including the sidebar, chat panel, and the additional panels available inside a project.
Title bar
- Product switcher: Move between Assistant, Delegate, and Cartographer.
- Notifications: The bell icon shows updates on your routines and delegated tasks.
Sidebar (left)
- New: Start a fresh conversation.
- Search: Find a past conversation.
- Scheduled routines: Jump to routines you have set to run automatically.
- Projects: Conversations, files, and skills grouped together for a specific area of work.
- Routines: One-click access to your saved workflows.
- Recents: Your most recent conversations.
- Add-ons & Integrations: Manage connected tools.
- Account: Your profile, at the bottom of the sidebar.
Chat panel (center)
- Work in a project: Start the conversation inside a project instead of on its own.
- Chat box: Type your request, or use
/for routines and@to mention a connected app. The row below it holds the execution mode, screen and computer-use toggles, and the model picker. - Quick actions: Create a recording, schedule a routine, or ask for different suggestions.
- Suggested tasks: Ideas for what to work on next, based on your connected tools.
Working in a project
A project groups related conversations, files, and skills, together with instructions and skills that apply to everything inside it — similar to a project in other chat tools.
Inside a project, the sidebar narrows to that project's own navigation (New, Files, Conversations, Resources), and two areas are added:
- Conversations list: Below the chat box, showing every conversation started in this project.
- Project panel (right): Stakeholders (people you have added to the project, and any tasks delegated to them), Project instructions (the guidance Delegate follows for everything in this project), and Skills (skills preloaded for this project).
Note:
Cartographer's interface differs enough from Delegate's to have its own tour — see The Cartographer interface.
Next steps
Continue to Getting started with Delegate to try Delegate's capabilities.