Workflow agents overview

Optimizely Opal workflow agents let you automate and optimize complex business processes by orchestrating triggers, logic, and agents. Workflow agents streamline multi-step tasks, support autonomous agent behavior, and enable advanced logic, such as looping and branching through conditional rules. Additionally, workflow agents are designed to scale with your organizational needs and adapt to evolving processes.

Structure

Workflow agents are built from the following three main sections and work together to create a complete automation:

• Triggers – Define the events or conditions that start the workflow agent.
• Logic – Configure advanced logic, including loops and branching, using specific conditions.
• Agents – Add and arrange specialized agents to create a complete workflow.

Together, these sections determine when a workflow agent begins, how it progresses through decision points, and which agents complete the process.

When to use workflow agents

Workflow agents are ideal for coordinating multiple steps and connecting different agents into a single, automated execution. They are especially helpful when you need to achieve measurable improvements in efficiency and accuracy.

• Streamline multi-step processes – Automate complex workflows with multiple steps and hand-offs to reduce delays, increase efficiency, and improve data consistency. This can lead to faster time-to-market for campaigns and reduced operational costs.
• Combine specialized agents – Let multiple specialized agents work together, applying reasoning and intelligent hand-offs to automate difficult or repetitive tasks. This reduces manual effort, minimizes errors, and frees up your team for more strategic work.

If your goal is to improve collaboration, reduce manual effort, or better integrate your marketing tools, a workflow agent can be a powerful solution.

Best practices for workflow agents

Building an effective workflow agent requires some considerations. Observe the following best practices to keep workflow agents efficient and manageable:

• Design modular agents – Keep specialized agents small and focused. Each agent should handle a single task or decision point. This modular approach makes complex workflow agents easier to manage and debug.
• Use workflow logic for complex processes – Avoid adding too much logic inside a single agent. Instead, use workflow steps, such as conditional branches and loops, to manage complexity and clearly show how the workflow agent progresses.
• Monitor and debug executions – Review execution logs to track how each step and agent performs. Regular monitoring helps you quickly identify and resolve unexpected behavior.
• Choose the right triggers – Select triggers that make sense for the context of your workflow agent. The right trigger ensures your workflow agent starts at the right time and in the right situation.

Next steps

By leveraging workflow agents, you can transform how your team operates, driving efficiency and innovation across your Optimizely instance. See the following documentation for more information on working with workflow agents:

• Create a workflow agent.
• Workflow agent triggers.