Manage tools

  • Updated

Manage Optimizely Opal tools and tool registries to control which capabilities Opal Chat and agents can call. Use these settings to limit Opal Chat to approved tools, give agents broader access, and keep registries in sync. For a full summary of the Tools page and what each column means, go to the Tools page overview.

A tool is a discrete capability Opal can call. A tool registry groups related tools so you can manage them as a set.

Find a tool

Find a tool when you need to activate it, enable it for Opal Chat, or check its availability to agents. Use the search and filters to narrow a long tool list down to a specific tool or provider.

  1. Go to Tools > Tools.

    Screenshot of the Opal Tools page where the Tools tab is highlighted and the tools are listed by registry.
  2. Enter the tool name or description in the search text field.
  3. (Optional) Filter the list using the Provider, Active Status, Enabled in Chat, and Tool Type drop-down lists.

Find a registry

Find a registry when you need to sync new tools or delete a registry you no longer use. Use the search and filter to narrow a long registry list to a specific registry.

  1. Go to Tools > Registries.

    Screenshot of the Opal Tools page with the Registries tab highlighted.
  2. Enter the registry name or description in the search text field.
  3. (Optional) Use the Tool Type drop-down list to filter your registries.

Activate or deactivate a tool

Toggle Active on to let Opal Chat and agents call the tool. Toggle Active off to make the tool unavailable to Opal Chat and agents.

  1. Go to Tools > Tools and find the tool you want to update.

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

    Screenshot of the Opal Tools page where the Active toggle is highlighted for an individual tool and a tool registry
You cannot toggle system tools off.

Enable a tool in Opal Chat

Toggle Enabled in Chat on to let Opal Chat call the tool. Toggle Enabled in Chat off to block Opal Chat from calling the tool while still letting agents call it.

  1. Go to Tools > Tools and find the tool you want to update.

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

    Screenshot of the Opal Tools page where the Enabled in Chat toggle is highlighted for an individual tool and a tool registry

Update a tool registry

Sync a tool registry to pull in tools that you or Optimizely have added since the last sync. Without a sync, Opal cannot access newly added tools.

  1. Go to Tools > Registries and find the registry you want to update.

  2. Click More > Sync.

    Screenshot of the Opal Registries page where the More menu is open on a registry and the Sync option is visible

Delete a tool registry

Delete a tool registry to remove a custom registry and all of its tools from your Opal instance. Deletion cannot be undone.

You cannot delete Optimizely-managed registries.
  1. Go to Tools > Registries and find the registry you want to delete.

  2. Click More > Delete.

    Screenshot of the Opal Registries page where the More menu is open on a registry and the Delete option is visible

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.