Webinar Follow-up Email Creation agent

  • Updated

Webinar Follow-up Email Creation is an Optimizely Opal agent that generates two personalized follow-up emails after a webinar: one for attendees to drive next actions, and one for non-attendees to encourage on-demand viewing.

  • Challenge – Crafting personalized follow-up emails for both webinar attendees and no-shows is repetitive and time-consuming, often resulting in generic outreach that fails to drive meaningful next actions.
  • Agent outcome – The agent produces two ready-to-send email drafts: one for webinar attendees and one for registrants who did not attend.
  • Value – Marketing teams reduce manual follow-up effort and maintain consistent post-webinar outreach, driving pipeline from both attendees and no-shows.

Required Optimizely products

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.

Install the agent from the Opal Agent Directory.

  1. Go to Agents > Agent Directory.
  2. Select Webinar Follow-up Email Creation.

  3. Click Install Agent to add it to your Opal instance.

    screenshot of the Webinar Follow-up Email Creation entry in the Opal Agent Directory where Install Agent is highlighted

Use the agent

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

  • webinar details – Details of the webinar including the webinar name, theme, or topic.
  • target personas – Target personas for the webinar follow-up email.
  • (Optional) webinar transcript – Transcript of the webinar.
  • (Optional) call to action – Call to action that all emails should reference.

The agent generates two email drafts: one for webinar attendees and one for registrants who did not attend, each with three subject line options.

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

Details

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

Input variables

The Webinar Follow-up Email Creation agent takes the following input:

  • webinar details
  • target personas
  • (Optional) webinar transcript
  • (Optional) call to action

Tools

None.

Additional details

The agent uses the following default configuration:

  • Inference level – Balanced. Provides reliable answers with additional reasoning.
  • Files – None.
  • Output – Text.

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.