- Overview
- Quickstart
- Trust and compliance
- Governance
- Features
- Cartographer
- Delegate for Testing
- Reference
- Troubleshooting
Starter tasks and keyboard shortcuts to try after setup, to learn Delegate's capabilities.
Before trying these tasks, see The user 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
The following table lists the default keyboard shortcuts.
| Shortcut | Action |
|---|---|
Cmd+Shift+Space (macOS) / Ctrl+Shift+Space (Windows) | Show or hide Delegate window |
Cmd+N (macOS) / Ctrl+N (Windows) | New conversation |
Cmd+Shift+N (macOS) / Ctrl+Shift+N (Windows) | New conversation in new window |
Esc | Cancel current operation |
Customize shortcuts in Settings → Keyboard Shortcuts.
Next steps
Now that Delegate is set up, learn how to:
- Configure your security settings — Control what Delegate can and cannot do
- Connect your tools — Link Delegate to your business applications