Webinar Follow-up Email Creation agent

  • Updated

Optimizely Opal's Webinar Follow-up Email Creation agent generates two personalized emails to enhance post-webinar engagement and pipeline. One for attendees to drive next actions and another for non-attendees to encourage on-demand viewing. This streamlines follow-up and maximizes webinar impact.

  • Challenge – Crafting personalized and effective follow-up emails after webinars is a repetitive and time-consuming task.
  • Agent outcome – Facilitates marketing reviews from multiple expert perspectives.
  • Value – Enhanced engagement, personalized communication.

Product requirements

  • None

Install agent

Opal Administrators, Agent Builders, and users with the Add, edit, and install specialized agents  attribute for a custom role can add agents to their organization's Optimizely Opal instance. See Add users and set permissions.

In Opal,

  1. Go to Agents > Agent Directory.
  2. Select Webinar Follow-up Email Creation.
  3. Click Install Agent to add it to your Opal instance. 

Use

In Opal Chat, enter @webinar_followup_email and provide the following details:

  • Webinar details – Details of the webinar, such as title, description, and topic or theme.
  • Target personas – Target personas for the email.
  • (Optional) Webinar transcript – Transcript of the webinar.
  • (Optional) Call to action – Call to action for what users should do after the webinar.

To use the Webinar Follow-up Email Creation agent in a workflow agent, drag and drop it into your workflow. See the Configure workflow section in the Create a workflow agent documentation.

Details

The following are the default details of the Webinar Follow-up Email Creation agent. After you install the agent in your Opal instance, you can customize these details based on your organization's needs. See Manage agents for instructions.

Input variables

  • Webinar details
  • Target personas
  • (Optional) Webinar transcript
  • (Optional) Call to action

Tools

  • None

Output

  • Inference Level – Balanced
  • Creativity – 0.5

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.