What is a Delegate?
A delegate is your personal AI teammate within an initiative. It’s not a chatbot that forgets everything after each conversation, and it’s not a rigid automation that breaks when things change. It’s an AI assistant that learns how you work and handles coordination on your behalf.One Delegate Per Person
Each person in an initiative has their own delegate. Your delegate is yours alone - it learns your preferences, remembers your instructions, and acts according to how you’ve taught it. When you create an initiative, you automatically get a delegate. When you’re invited to join someone else’s initiative, you get your own delegate there too.How Delegates Learn
Every conversation with your delegate is an opportunity to teach it. When you say things like:“Always CC my manager on client emails.”
“When summarizing meetings, focus on action items first.”
“If someone asks about pricing, check the pricing doc before responding.”Your delegate remembers these instructions and applies them going forward. This learning happens through:
- Direct instructions - Tell your delegate explicitly how to handle things
- Feedback - Correct your delegate when it does something wrong
- Examples - Show your delegate what good looks like
What Delegates Can Do
Your delegate has a wide range of capabilities:Post Updates
Share updates to the Activity Feed for your team
Use Integrations
Send emails, post to Slack, create issues, and more
Create Canvases
Build structured documents with grid layouts
Run on Schedule
Wake up at set times to check in and take action
The Delegate Brain
Every delegate has a “brain” - a configuration space where you control how it behaves. The brain includes:- Identity - Personality, tone, and communication style
- Tasks - What your delegate is working on
- Memory - What your delegate remembers about you and your work
- Skills - Specialized procedures your delegate knows
- Schedules - Recurring check-ins and automations
- Permissions - What tools and resources your delegate can access
Delegates vs. Chatbots
| Chatbots | Delegates |
|---|---|
| Forget everything between sessions | Remember your preferences and instructions |
| Can only respond to your messages | Can act proactively on schedules |
| Limited to conversation | Can use your tools (email, calendar, Slack) |
| Generic responses | Personalized to how you work |
| One-size-fits-all | Learns and adapts over time |