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Delegate user guide

Moving from the Preview installer to the GA installer

Move from the Preview standalone installer to the GA platform installer for Delegate: what changes, what carries over, and licensing.

  • Preview is the early-access release of Delegate, distributed through a separate standalone installer.
  • GA (General Availability) is the production release, distributed through the platform installer described in Install and update.

If you installed Delegate through the standalone installer during Preview, on Windows or macOS, move to the GA release of the platform installer:

  1. Uninstall the standalone Delegate application.
  2. Install the GA version through the platform installer for your OS — refer to Installing Delegate on Windows or Installing Delegate on macOS.

Your chats and settings carry over selectively:

  • Chats — remote chats carry over; local chats don't, since each installer stores them under a different path.
  • Settings — only what's synced to the cloud carries over: model and effort choices, execution mode, custom profiles, favorite skills and routines, tool permissions, custom instructions, and follow-ups. Everything stored only in the local settings_v2.json is lost: theme, colors, fonts, language, keyboard shortcuts, sounds, zoom, screen-context and PiP preferences, default apps and browser profiles, pinned chats, plugins, local MCP servers, the local-vs-remote chat storage choice, and first-run flags.
Note:

Because first-run flags are lost, you'll see the onboarding flow again after transitioning.

If you want to keep everything instead of relying on the selective carryover above, migrate your data manually:

  1. Uninstall UiPath Delegate. Your Delegate data stays on disk.
  2. If the folder %APPDATA%\UiPath Assistant exists, rename it to UiPath Assistant.bak (or delete it if you don't want a backup).
  3. Copy the entire contents (all files and folders) of %APPDATA%\UiPath\Delegate into a new folder %APPDATA%\UiPath Assistant. Copy instead of move, since the app still uses parts of the original folder.
  4. Start UiPath Assistant.

Preview access to Delegate came with preview-specific pricing and licensing arrangements. Transitioning to the platform installer moves you onto the licensing model described in Usage pool consumption for Autopilot, Delegate, and Cartographer.

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