Your first tasks

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