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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
Review and manage the knowledge Delegate and Cartographer save from your conversations, including editing, categorizing, and deleting entries.
Delegate and Cartographer store important information from your conversations. Review and manage this saved knowledge from the Knowledge tab in Settings.
- Edit an entry to describe methods, rules, or key learnings to remember going forward.
- Entries are grouped by category; uncategorized entries fall under General.
- Delete individual entries, or use Delete all to clear everything. Deleting cannot be undone.
There's a limit on how much can be saved. Once reached, delete existing entries to make room for new ones.