# UiPath Delegate Documentation

> Complete documentation for UiPath Delegate

This file contains links to documentation sections following the llmstxt.org standard.

## Table of Contents

- [Delegate introduction](https://docs.uipath.com/delegate/delegate/index.md): Let's discover **Delegate in less than 5 minutes**.
- [August 2026](https://docs.uipath.com/delegate/standalone/latest/release-notes/august-2026.md): August 2026 release notes for Delegate, covering the Delegate public preview, the Cartographer business-analyst experience, and Delegate for Testing.
- [AS-IS documentation](https://docs.uipath.com/delegate/standalone/latest/user-guide/as-is-documentation.md): Phase 1 AS-IS interview in Cartographer, covering the interview structure, confirming the process map, and generating an AS-IS document.
- [Authoring and maintaining test cases](https://docs.uipath.com/delegate/standalone/latest/user-guide/authoring-and-maintaining-test-cases-use-case.md): Find, write, and keep Test Manager test cases current with Delegate, including fixing steps that break after a UI update.
- [Analyzing test automation failure](https://docs.uipath.com/delegate/standalone/latest/user-guide/automated-test-failure-analysis-use-case.md): Automate end-to-end test failure analysis with Delegate, from root cause identification and Jira defect logging to stakeholder reporting.
- [Automating smoke suites](https://docs.uipath.com/delegate/standalone/latest/user-guide/automating-smoke-suites-and-cicd-integration-use-case.md): Run smoke suites manually or on a schedule after a deployment with Delegate, and automate test environment setup and teardown.
- [Backup and restore](https://docs.uipath.com/delegate/standalone/latest/user-guide/backup-and-restore.md): Back up and restore your Delegate settings, including secure settings tied to your user account and machine.
- [UNUSED - Browser extensions](https://docs.uipath.com/delegate/standalone/latest/user-guide/browser-extensions.md): Manage the Delegate browser extension for Chrome and Edge, including installation and troubleshooting.
- [Cartographer overview](https://docs.uipath.com/delegate/standalone/latest/user-guide/cartographer-overview.md): Cartographer, Delegate's specialized profile for business analysts, which documents AS-IS and TO-BE business processes and generates a Process Desi...
- [Governance with Automation Ops](https://docs.uipath.com/delegate/standalone/latest/user-guide/centralized-configuration.md): Centralized enforcement of Delegate's security controls through UiPath Automation Ops, including policy targeting and the recommended baseline for ...
- [Choosing the LLM model](https://docs.uipath.com/delegate/standalone/latest/user-guide/choosing-the-llm-model.md): Select which AI model processes your requests in Delegate, from the models your organization has enabled.
- [Connecting tools](https://docs.uipath.com/delegate/standalone/latest/user-guide/connecting-tools.md): Connect Delegate to business applications using Integration Service connectors for managed SaaS integrations or MCP servers for custom and local to...
- [Data security and compliance](https://docs.uipath.com/delegate/standalone/latest/user-guide/data-and-compliance.md): Delegate's redaction layer, data handling, network requirements, and compliance certifications.
- [Delegate for Testing overview](https://docs.uipath.com/delegate/standalone/latest/user-guide/delegate-for-testing-overview.md): Delegate for Testing capabilities for QA engineers, covering how Delegate automates test operations such as result review, failure triage, and repo...
- [Share work with the Delegate Store](https://docs.uipath.com/delegate/standalone/latest/user-guide/delegate-store.md): Browse, install, and manage pre-built skills and routines from the Delegate Store to extend Delegate's capabilities for specific applications and w...
- [Delegating a task](https://docs.uipath.com/delegate/standalone/latest/user-guide/delegating-a-task.md): Request input from a teammate on a Cartographer project and review their reply before accepting it into the project.
- [Operations for testing](https://docs.uipath.com/delegate/standalone/latest/user-guide/features-and-functions-for-testing.md): Test Manager operations Delegate supports by object type, from projects and test cases to executions, reports, and labels, using natural language p...
- [Getting started with Cartographer](https://docs.uipath.com/delegate/standalone/latest/user-guide/getting-started-with-cartographer.md): Prepare for a Cartographer session, configure the recommended model and execution mode settings, and start a business process analysis project.
- [Installation](https://docs.uipath.com/delegate/standalone/latest/user-guide/installation.md): Install Delegate through the shared Studio, Assistant, and Robot installer, and set up your UiPath account to get started.
- [Setting up and running your first test case](https://docs.uipath.com/delegate/standalone/latest/user-guide/installing-delegate-for-the-testing-profile.md): Set up Delegate for the QA/Testing profile and run your first manual test case: profile selection, CLI installation and login, and your project key.
- [Introduction](https://docs.uipath.com/delegate/standalone/latest/user-guide/introduction.md): Governed AI agent on your desktop that completes tasks from plain-language instructions, can be taught a task by watching you do it once, and build...
- [Key concepts](https://docs.uipath.com/delegate/standalone/latest/user-guide/key-concepts.md): Core terminology used throughout the Delegate documentation, including sessions, routines, skills, screen context, and execution modes.
- [Local security configuration](https://docs.uipath.com/delegate/standalone/latest/user-guide/local-security-configuration.md): Security controls an individual user sets directly from the chatbox — approval mode, screen context, and execution mode — plus OS-level permissions...
- [Use Cases for Testing](https://docs.uipath.com/delegate/standalone/latest/user-guide/managing-use-cases-with-delegate-for-testing.md): End-to-end QA testing use cases and scenarios available with Delegate for Testing, from manual test execution to CI/CD integration and Jira reporting.
- [Executing manual tests](https://docs.uipath.com/delegate/standalone/latest/user-guide/manual-test-execution-use-case.md): Run a manual test case end-to-end with Delegate, from discovery and desktop or browser execution to publishing results in Test Manager and an email...
- [Equip Delegate with Plugins](https://docs.uipath.com/delegate/standalone/latest/user-guide/plugins.md): Bundles of skills for a specific product or work profile, such as the Test Cloud plugin, and how to manage them.
- [Providing documents to Cartographer](https://docs.uipath.com/delegate/standalone/latest/user-guide/providing-documents-to-cartographer.md): Upload SOPs, process diagrams, and other source documents to Cartographer to accelerate the Phase 1 interview.
- [Refining your PDD and the quality checklist](https://docs.uipath.com/delegate/standalone/latest/user-guide/refining-and-quality-checklist.md): Refinement patterns for updating a generated Process Design Document (PDD) through conversation, and the quality checklist to complete before handoff.
- [Routines for testing](https://docs.uipath.com/delegate/standalone/latest/user-guide/routines-for-testing.md): Pre-built and custom routines available in Delegate for testing workflows, letting you replay or schedule recurring test sequences.
- [Repeat work with Routines](https://docs.uipath.com/delegate/standalone/latest/user-guide/routines.md): Create, manage, and run Routines in Delegate to save reusable task workflows and execute them with a single click.
- [Security overview](https://docs.uipath.com/delegate/standalone/latest/user-guide/security-overview.md): Authorization and restriction controls in Delegate, including security modes, for teams evaluating Delegate before deployment.
- [Security settings reference](https://docs.uipath.com/delegate/standalone/latest/user-guide/security-settings-reference.md): Fine-grained local security controls in Delegate — tool permissions, terminal and files, protected files, and UI automation — that extend beyond Ap...
- [Settings for the Testing profile](https://docs.uipath.com/delegate/standalone/latest/user-guide/settings-for-the-testing-profile.md): Behavioral settings for the QA/Testing profile in Delegate, configurable under Settings > Behavior preferences > QA / Testing, with default values ...
- [Settings reference](https://docs.uipath.com/delegate/standalone/latest/user-guide/settings-reference.md): All settings available in Delegate, organized by tab, including storage locations and configuration options for appearance, behavior, and integrati...
- [UNUSED - Skills & marketplace](https://docs.uipath.com/delegate/standalone/latest/user-guide/skills-and-marketplace.md): Manage installed skills, favorites, custom skill paths, marketplace feeds, and plugin configuration.
- [Skills for testing](https://docs.uipath.com/delegate/standalone/latest/user-guide/skills-for-testing.md): Skills available in Delegate for testing workflows, delivered through the Test Cloud plugin and connecting Delegate to UiPath Test Manager.
- [Summarizing nightly executions](https://docs.uipath.com/delegate/standalone/latest/user-guide/summarizing-nightly-executions-use-case.md): Catch up on last night's regression run with the Summarize nightly execution routine in Delegate, without opening Test Manager.
- [Teach and Run](https://docs.uipath.com/delegate/standalone/latest/user-guide/teach-and-run.md): Show Delegate a repetitive task once, then have it complete the remaining records on its own.
- [Setup FAQ for Delegate for Testing](https://docs.uipath.com/delegate/standalone/latest/user-guide/testing-setup-faq.md): Solutions for common Delegate for Testing setup issues, including expired CLI tokens and Test Manager data visibility when switching UiPath accounts.
- [Testing with Jira integration and reporting](https://docs.uipath.com/delegate/standalone/latest/user-guide/testing-with-jira-integration-and-reporting-use-case.md): Draft test cases from Jira tickets, log bugs from failed executions, and assemble sprint coverage, sign-off, and QA metrics reports with Delegate.
- [The user interface](https://docs.uipath.com/delegate/standalone/latest/user-guide/the-user-interface.md): A tour of the Delegate interface, including the sidebar, chat panel, and the additional panels available inside a project.
- [TO-BE design and PDD generation](https://docs.uipath.com/delegate/standalone/latest/user-guide/to-be-design-and-pdd-generation.md): Phase 2 TO-BE design and Phase 3 PDD generation in Cartographer, covering automation mode assignment, the future-state process map, and generating ...
- [Troubleshooting](https://docs.uipath.com/delegate/standalone/latest/user-guide/troubleshooting.md): Solutions for common Delegate issues, including screen context errors, permission problems on macOS and Windows, and connectivity or tool integrati...
- [Governing usage and limits](https://docs.uipath.com/delegate/standalone/latest/user-guide/unused-governing-usage-and-limits.md): How administrators manage Delegate's usage allowance across an organization, and where model availability is controlled centrally.
- [Hardware and software requirements](https://docs.uipath.com/delegate/standalone/latest/user-guide/unused-hardware-and-software-requirements.md): Minimum and recommended hardware and software requirements for Delegate, installed as part of UiPath Assistant.
- [Initiating a task](https://docs.uipath.com/delegate/standalone/latest/user-guide/unused-initiating-a-task.md): Patterns for writing effective task prompts in Delegate, with examples of strong versus weak phrasing to get accurate and complete results.
- [Managing sessions](https://docs.uipath.com/delegate/standalone/latest/user-guide/unused-sessions.md): Sessions in Delegate, how they persist across app restarts, and how to manage session history, continue previous conversations, or start new sessions.
- [System requirements](https://docs.uipath.com/delegate/standalone/latest/user-guide/unused-system-requirements.md): Hardware and operating system requirements for running Delegate, including macOS and Windows versions, RAM, storage, and internet connectivity.
- [Usage and limits](https://docs.uipath.com/delegate/standalone/latest/user-guide/usage-and-limits.md): How Delegate's usage allowance works, where to check your remaining capacity, and what happens when you reach your limit.
- [Your first tasks](https://docs.uipath.com/delegate/standalone/latest/user-guide/your-first-tasks.md): Starter tasks and keyboard shortcuts to try after setup, to learn Delegate's capabilities.