- Overview
- Installation and setup
- Getting started
- Trust and compliance
- Governance
- Features
- Reference
- Troubleshooting
- Backup and restore
The Cartographer interface
A tour of the Cartographer interface, including the sidebar, chat box, and the additional panels available inside a project.
Title bar
- Product switcher: Move between Assistant, Delegate, and Cartographer.
- Notifications: The bell icon shows updates on your business processes and delegated tasks.
Sidebar (left)
- New business process: Start a new business process — the fastest way in, at the top of the sidebar.
- Search: Find a past business process or task.
- Review another project: Open a project someone shared with you for review, as a reviewer rather than the owner.
- Business processes: Your list of business processes, each producing a PDD and, once approved, an SDD.
- Business tasks: A lighter-weight list, powered by the Task Design skill instead of Business Analysis, for capturing a single linear task — from a description or one recording, in a single session — as a 5-section Task Design Document (TDD) rather than a full PDD. See Business process versus business task in Your first Cartographer tasks.
- Recents: Your most recently opened items.
- Add-ons & Integrations, Account: Manage connected tools and your profile.
Chat box
The main view offers a chat box to name a process and describe how it runs today, plus quick actions — Document AS-IS, Create recording, and Show more ideas — and a set of suggested process and task ideas to start from.
The chat box has Approval mode and the model picker. Selecting the attach (+) icon offers Attach files, Routines (browse and run a saved routine), and commands such as /usage and /goal.
Once you're inside a project, the chat box also shows Guarded mode (off by default): "Uses allowed files & folders only." Turn it on to restrict Cartographer to the files and folders listed in the Allowlist tab of Project settings.
Inside a project
Opening a business process narrows the sidebar to that process's own navigation:
- New Chat, Conversations (with a New Task entry)
- Progress: The stage tracker for this business process — see How Cartographer works.
- Resources, Knowledge (with Index and Stakeholders sub-pages), Settings
Once the business process has gone through its full documentation flow (through Handoff), five more items appear:
- Current Process: The confirmed AS-IS state, expandable into Steps (one sub-page per documented step), Business Rules, Compliance, Data Inputs Outputs, Diagram, Exception Handling, Metrics, Overview, Pain Points, Scheduling and Triggers, and Scope.
- Future Design: The confirmed TO-BE state, expandable into Steps (one sub-page per step), Benefits, Business Rules, Delivery Model, Diagram, Exception Handling, Overview, and Seeds.
- Diagrams: Both flowcharts together, with an AS-IS / TO-BE toggle and a Revise diagram option.
- Process design (PDD) and Solution design (SDD): The generated documents themselves, each with its own Download button — a permanent way back into them alongside the Outputs panel.
Before the process reaches that point, use Progress to see how far along it is.
The chat box gains Document AS-IS, Create from recording, and Attach recording as quick actions.
Checklist
The Checklist panel tracks how ready your business process is to move forward, grouped into FACTS (AS-IS) and ANALYSIS (TO-BE) categories, each item marked pending, confirmed, or needing attention. A Needs your attention callout surfaces whichever categories have open items.
Project panel (right)
- Stakeholders: People involved in the project and their roles, plus any questions raised for teammates through Delegating a task.
- Project instructions: The guidance Cartographer follows for this business process — pre-filled with a default goal — capture the AS-IS (Current Process) state, design the TO-BE (Future Design) state, and generate the PDD — that you can edit.
- Skills: The skills enabled for this business process — by default, Business Analysis, project-checklist, and Knowledge Base.
Knowledge
- Index: The ingested knowledge base for this business process, and whether any sources have been added yet.
- Stakeholders: The same stakeholder list as the project panel, stored as a structured file you can view directly.
Project settings
Select the gear icon in the sidebar to open Project settings, with three tabs:
| Tab | Contains |
|---|---|
| Basics | Name, Project instructions, an optional Project rules (agents.md) file (rules the agent always follows in this project, stored on your computer, applied to new sessions only), Context files, and Approval mode |
| Allowlist | The local files and folders Cartographer may use while Guarded mode is on, plus project resources (linked external files that stay in sync with their source) |
| Skills | The skills enabled for this business process |
Next steps
Continue to Your first Cartographer tasks to prepare for your first session.