delegate
latest
false
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
All settings available in Delegate and Cartographer, organized by tab, including storage locations and configuration options for appearance, behavior, and integrations.
Delegate and Cartographer share one Settings panel. Open it from the gear icon in the bottom-left corner, or use the keyboard shortcut. Each tab is documented on its own page:
- General — language, new task storage, sound effects, taskbar notifications, onboarding reset
- Behavior preferences — work profiles, communication style, proactivity, action transparency, custom preferences
- Security settings reference — tool permissions, terminal and files, protected files, UI automation
- Privacy — usage analytics, crash reports, essential telemetry
- Apps & defaults — default file/mail/calendar/office handlers, named browser profiles
- Context grounding — Orchestrator-backed knowledge indexes (beta)
- Knowledge — saved conversation knowledge: edit, categorize, delete
- Recordings — screen recordings for building routines, skills, or PDD source material
- Achievements — milestones, streaks, and rarity tiers
- Keyboard shortcuts — default shortcuts and how to customize them
- Settings file locations — where settings files are stored on disk