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Delegate user guide

Your first Delegate tasks

Starter tasks and keyboard shortcuts to try after setup, to learn Delegate's capabilities.

Before trying these tasks, see The Delegate interface for a tour of the interface.

Starter tasks​

Try these starter tasks to learn Delegate's capabilities:

Task 1: Read a webpage​

Type: Summarize the main points from https://example.com/article

What happens: Delegate uses Web reader to fetch the page, then summarizes the content. You see a tool card showing the page was accessed.

Task 2: Work with a file​

Type: Read the file on my Desktop called "Q1 Report.xlsx" and tell me the total revenue

What happens: Delegate locates the file, opens it (using Excel or a compatible viewer), extracts the data, and reports the answer. You may see a confirmation prompt before it opens the file.

Task 3: Search and compile​

Type: Find the top 3 project management tools for small teams and compare their pricing

What happens: Delegate searches the web, visits relevant pages, extracts pricing information, and presents a comparison table.

Task 4: Cross-application work​

Type: Take the data from the spreadsheet I have open and create a summary slide in PowerPoint

What happens: Delegate sees your open applications (if Screen Context is enabled), reads the spreadsheet, creates a new PowerPoint presentation, adds a slide with the summary, and saves it.

Keyboard shortcuts​

A few shortcuts worth learning early:

ShortcutAction
Ctrl+NStart a new task
Ctrl+KOpen spotlight search
Ctrl+Shift+CStop the current chat response

See Keyboard shortcuts settings for the full list and how to customize them.

Next steps​

Now that Delegate is set up, learn how to:

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