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Delegate user guide

Introduction

Governed AI agent on your desktop that completes tasks from plain-language instructions, can be taught a task by watching you do it once, and builds on your organization's existing automation.

Important:

Delegate is in Public Preview. Features and behavior may change before general availability.

UiPath Delegate is an AI agent that runs on your desktop and does the work you would otherwise do by hand: driving your applications, reading and producing documents, and reaching into your business systems. You describe what you need in plain language.

Unlike typical general-purpose desktop assistant, Delegate runs under the controls your UiPath organization already has and operates the enterprise systems your work actually happens in.

Delegate installs alongside UiPath Assistant, and you can move between them inside the same application. What experience you see depends on what your admin has enabled.

What you can do with Delegate​

Complete cross-application tasks​

Ask for something that crosses systems and Delegate handles the whole chain, so you get a complete answer without piecing the story together manually — pull a figure from a report and check the related CRM record, triage your email and calendar first thing, or draft a follow-up message once the rest is done.

Teach it a repetitive task​

Perform a task once while Delegate watches, and it completes the remaining records. Useful when a system has no usable API and a full automation would cost more than the task is worth. See Teach and Run.

Turn data into a deliverable​

Point Delegate at a spreadsheet, a database export, or a folder of files and ask for a presentation, a proposal, or a report. It pulls the relevant data, structures it, and applies your formatting, turning raw data into a finished deliverable in minutes rather than hours.

Work through a system's own interface​

When Delegate connects to a system that provides one, it can show that system's real screens inside the conversation: lists, forms, tables, and dashboards render inline, not as descriptions. Forms arrive filled in with sensible values, so you change only what matters instead of describing every field in chat, and you keep the precision of the real interface without leaving the conversation. This works through MCP Apps.

Save and reuse work​

Save any successful Delegate session as a reusable routine — built once, like "weekly sales pipeline report" or "monthly expense categorization," a routine can be run on demand with a single click or scheduled to run automatically. You invest the time once to teach Delegate a workflow, then benefit from it repeatedly, and can share it with your team instead of each person rebuilding it. See Repeat work with Routines.

How Delegate works​

  1. You ask. In plain language, in a session.
  2. Delegate plans. It works out the steps and which tools it needs.
  3. It acts, and shows you. Every action is visible as it happens. You can interrupt, correct, or redirect at any point.
  4. It stops when it should. Actions that change data, send messages, or reach into sensitive systems wait for your confirmation, depending on your execution mode and on what your organization allows.

Delegate draws on a model to reason about your request. Each session consumes capacity from an allowance set for your account, and Delegate tells you when you are close to the limit. See Usage and limits.

See Key concepts for the full vocabulary.

What makes Delegate different​

It operates your real systems​

Direct connections are available for many of the systems you already use — see Connecting tools. 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 macOS, and draws on UiPath's existing automation for the systems enterprises run on, including SAP, Oracle, Citrix, and mainframes.

It runs inside your organization's controls​

Delegate acts with your access, on your machine, inside your systems. There is no separate governance layer built just for Delegate — it operates under the same automation platform governance your organization already runs everything else through, configured through Automation Ops.

Your administrator controls which applications and tools Delegate can use, which models it runs on, and which systems it can connect to, using the same central policies that govern the rest of your UiPath estate. Independently of that, you control how much Delegate does before checking with you, within whatever your organization allows. Model calls route through the UiPath AI Trust Layer, so Delegate is covered by the same platform controls as everything else rather than needing a separate review. See Security overview and Local security configuration.

It is not tied to one model​

Delegate is not built around a single model from a single vendor. By default, it uses 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.

It builds on what you already have​

If your organization already runs UiPath, Delegate uses that work rather than duplicating it. It can call the automations already published in your tenant, and your queues, assets, and permissions carry over, so there is no second set of entitlements to maintain. Nothing has to be rebuilt.

Extend Delegate​

Connectors reach into your existing systems the same way the rest of the UiPath platform does; Skills and Plugins are ways of adding capabilities specific to Delegate.

ConnectorsConnect Delegate to your tools and data sources through Integration Service connectors, MCP servers, or MCP Apps. See Connecting tools.
SkillsTeach Delegate reusable capabilities for specific applications or tasks, installed from the Delegate Store or created by your organization. See Share work with the Delegate Store.
PluginsBundle a set of skills into a distributable package, such as the Test Cloud plugin. See Equip Delegate with Plugins.

Delegate 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.

Note:

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.

General purpose​

The default experience. Delegate works across your applications, files, and web services on whatever you ask.

Cartographer​

Cartographer is a specialized experience of Delegate for business analysts. Its long-term goal is the Map of Work: a single, versioned, governed definition of how the business runs, so 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 — and produces a Process Design Document (PDD), then 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.

Note:

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.

Next steps​

Continue through the documentation in order, or jump to the section that matches your current need:

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