All settings available in Delegate, organized by tab, including storage locations and configuration options for appearance, behavior, and integrations.

This page documents every setting available in Delegate, organized by the tab where you find it in the Settings panel. Open Settings by clicking the gear icon in the bottom-left corner of Delegate, or use the keyboard shortcut. See Settings file locations below for where these settings are stored on disk.

Default behavior for new tasks, language, startup, and how Delegate appears on your desktop.

Neither option resets your connections, skills, or preferences.

Configure how Delegate communicates and acts. These preferences guide interaction style.

Some preferences may conflict with Delegate's default behavior or safety guidelines. In those cases, built-in defaults take precedence.

A preset that adjusts all the preferences below at once — for example, an "Engineering" preset.

Three independent toggles, each off unless noted:

Free-text instructions Delegate follows going forward, up to 2500 characters — for example, "Always use bullet points" or "Respond in Spanish." Quick-add suggestions are offered (use code blocks for commands, always use bullet points, keep it under 3 sentences, include code examples, explain tradeoffs).

Add your own name/value pairs beyond the built-in settings above — for example, Name: "Language", Value: "Always respond in Spanish".

See Security settings reference.

Choose what diagnostic data Delegate sends to UiPath. You can change this any time.

A link to the privacy policy is available directly on this tab.

Configure how Delegate hands off work to your operating system and applications.

The following table describes the application defaults you can configure.

When selecting Custom for mail or calendar:

Configure up to 3 browser profiles for Delegate to use in different contexts.

Format: <browserType>:<profileDirectory>

Use case: Separate work and personal browsing contexts. Each profile has its own cookies, logins, and extensions.

Record yourself performing a task on your screen, to use afterward as the basis for a routine, a skill, or as source material for documentation such as a PDD.

Each recording captures your steps and which apps you used:

From a recording, you can:

Customize keyboard shortcuts for common Delegate actions.

The following table lists the default keyboard shortcuts.

To customize keyboard shortcuts, take the following steps:

If your chosen shortcut conflicts with a system or application shortcut, it may not work reliably. Use combinations with Cmd+Shift (macOS) or Ctrl+Shift (Windows) to minimize conflicts.

Settings for power users and developers.

Enable or disable specific context sources that feed into Delegate's understanding:

Privacy note: Disabling indexes reduces context awareness but increases privacy.

Centrally governed: An administrator can control this at the policy level under Skills & Knowledge, with a single Enable context grounding knowledge toggle that allows or blocks the agent from using organization knowledge bases and document indexes for grounded responses. Built-in skills, such as the Excel and PowerPoint document-generation capabilities, are core product capabilities and are not configurable through this policy tab. See Governance with Automation Ops.

For power users who want to edit settings directly or back up configurations.

The following table lists the settings file location for each supported platform.

The following table lists the secure settings file location for each supported platform.

The following table lists other files stored in the settings directory.