Optimizely Opal in Slack

Optimizely Opal for Slack provides direct access to Opal's AI capabilities and Optimizely product knowledge within your Slack workspace. You can use this integration to chat with Opal, manage campaigns, analyze experiment results, and execute AI agents, all without leaving Slack.

Prerequisites

• Use Opti ID to access Opal.
• Enable generative AI in Optimizely.
• Request access to Optimizely Opal in Slack. Contact your Customer Success Manager.

Add Optimizely Opal to your Slack Workspace

Key features of Optimizely Opal in Slack

• Full Opal capabilities in Slack – Access the full power of Opal, backed by its deep knowledge of Optimizely's product suite and best practices.
• Visual content creation – Analyze, generate, and edit images, and take webpage screenshots with Opal.
• Instant insights – Reference Optimizely documentation, gather external web insights, and get real-time SEO keyword insights right in your conversation.
• Mobile productivity – Interact with your content and experiments on the go. The integration extends Opal's full product suite to the Slack app on your phone or tablet.

Install Opal in Slack

1. Click Add to Slack from the Add Optimizely Opal to your Slack Workspace section to install Opal in your workspace.

2. Enter your workspace's information and log in to Slack.

   

3. Click Allow on the permission page. 

   

Configure Opal in Slack

1. Go to Apps > Optimizely - Opal.
2. Select the Home tab and click Login with Optimizely to complete the connection.

3. Log in to Optimizely. A success message should display. Click Return to Slack. 

   

4. Click Select Organization.

   

5. Select your Organization and click Select.

   

6. Click Close.

   

You can now use Opal in Slack.

How to use Opal in Slack

After you install and configure Opal, it integrates directly into your Slack workspace, letting you have seamless conversations and task execution.

Go to Apps > Optimizely - Opal in your Slack app's sidebar to open the dedicated app. You can interact with Opal in the Chat tab. See the Detailed usage scenarios section for information. Keep the following in mind when chatting with Opal:

• Ask anything – Type your request directly. Opal processes natural language queries to execute tasks across your Optimizely instance, such as summarizing documents, generating content, or managing campaigns. See Opal prompts for tips and tricks when prompting Opal.
• Use Opal agents and tools – Employ the full power of Opal. Opal in Slack provides access to your Opal instance's agents, instructions, and tools.
• New subject – Click New Chat when switching topics to ensure Opal's responses remain focused and relevant to your latest goal.

Detailed usage scenarios

You can chat with Opal to research, summarize, and ideate, create and refine content, manage tasks and campaigns, and analyze experiment results directly in Slack.

1. Go to Apps > Optimizely - Opal.

2. Select the Chat tab.

   

3. Chat with Opal to complete tasks like the following:

   • Research and ideate.
   • Create and refine content.
   • Support experimentation.
   • Manage campaigns and tasks.
   • Work with files and visuals.

   Sample queries

   • Summarize this document into three key takeaways.
   • Rewrite this paragraph in a more formal tone for a customer email.
   • Suggest three A/B test ideas to improve engagement on the checkout page.

   See the Opal Chat user interface documentation for information on Opal's capabilities. 

4. Click New Chat to start a new conversation when switching topics to keep Opal's responses focused.

View agents

You can view the agents you can call in Slack.

1. Go to Apps > Optimizely - Opal.
2. Select the Home tab.

3. Click View Agents.

   

Slack displays a list of available agents you can call in the Chat tab with their @ID.  

History

Opal saves your conversations in both Slack and the Opal Chat app, so you can refer back to past chats and continue them across platforms.

In the Slack app

1. Go to Apps > Optimizely - Opal > History. 

2. Click a chat to open it as a thread and continue your conversation with Opal.

   

In the Optimizely Opal UI

1. Go to home.optimizely.com and select the Optimizely organization that Slack is connected to (see step seven in the Install Opal in Slack section).
2. Click Opal > Chat.

Your recent chats display in the chat history panel. See the Opal Chat user interface documentation for more information.

Change Optimizely organization

1. Go to Apps > Optimizely - Opal in Slack.
2. Select the Home tab. 
3. Click Change Organization. 

4. Select your organization from the Organization drop-down list and click Select.

   

Change Optimizely product instance

1. Go to Apps > Optimizely - Opal in Slack.
2. Select the Home tab. 
3. Click Change Organization. 

4. Select your instance from the Product Instance drop-down list and click Select.

   

Uninstall Optimizely Opal from Slack

To uninstall Opal from Slack, see Remove apps and custom integrations from your workspace in the Slack documentation.

Troubleshoot

Install issues

• Cannot add app to workspace – Some organizations prevent users from installing apps in Slack. Ask your Slack Workspace Admin to approve the app before you can install it. See Manage app approval for your workspace.

Login issues

• Opal prompts you to log in again – If you see a message like the following, asking you to re-authenticate, follow steps four and five in the Install Opal in Slack section.
• Wrong organization or instance – If Opal's responses do not match your expected projects or data, you may be logged in to the wrong organization or instance. See Change Optimizely instance.

Usage issues

• Opal responses are incorrect in Slack – You should verify that you are logged in with the correct Optimizely organization and instance (see Change Optimizely instance). Each organization can configure different agents and instructions, which can affect how Opal generates its output.
• History not showing expected chats – Only conversations you have with Opal display in the History tab. Opal does not share chats across collaborators. Conversations persist across the desktop and mobile Slack applications.