Manage tools

  • Updated

You can manage Optimizely Opal tools to ensure they align with your operational needs. By managing these settings, you can optimize tool functionality and integration, ensuring that Opal and other agents have access to the necessary resources. 

Activate or deactivate tool

When Active is toggled on, the tool is available everywhere. You can use the tool in Opal Chat and agents can call it.

When Active is toggled off, the tool is not available anywhere in Opal. Opal Chat and other agents cannot call it. 

  1. Go to Tools > Tools.
  2. Search for your tool or start entering a name or description in the text field. 
  3. (Optional) Use the Provider, Active Status, and Enabled in Chat drop-down lists to filter your tools.

  4. Toggle Active on or off for individual tools or an entire tool registry.

See the Tools page overview for a summary of the Tools page.

Available in Opal Chat

When Enabled in Chat is toggled on, Opal Chat can use the tool.

When Enabled in Chat is toggled off, Opal Chat cannot call the tool, but agents still can.

You can enable up to 128 tools in an Opal instance.
  1. Go to Tools > Tools.
  2. Search for your tool or begin entering a name or description of the tool in the text field.
  3. (Optional) Use the Provider, Active Status, and Enabled in Chat drop-down lists to filter your tools.

  4. Toggle Enabled in Chat on or off for individual tools or an entire tool registry.

See the Tools page overview for a summary of the Tools page.

Update a tool registry

Optimizely may update connector tools from time to time. Also, if you add additional tools to your registry, you need to sync it for Opal to access them. To get the latest tools, sync your tool registries by completing the following steps:

  1. Go to Tools > Registries.

  2. Select Actions (...) > Sync on the registry you want to update.  

Delete a tool registry

You cannot delete Optimizely-managed registries.
  1. Go to Tools > Registries.

  2. Select Actions (...) > Delete on the registry you want to delete.

If you use Opti ID, administrators can turn off generative AI in the Opti ID Admin Center. See Turn generative AI off across Optimizely applications.