Create a workflow agent

You can create workflow agents in Optimizely Opal. Workflow agents stitch together multiple agents into a complex workflow. They can automate and streamline multi-step processes within the Optimizely platform.

Access your agents

1. Go to home.optimizely.com
2. Select your organization.

3. Select Opal.

   

4. Click Agents. 

   

5. Select the Your Agents tab.

   

Create a workflow agent from scratch

1. Follow the steps in the Access your agents section.

2. Click Add Agent > Workflow Agent.

   

3. Enter a Name.
4. (Optional) Toggle Active on or off. 
   • On means the workflow agent can be executed.
   • Off means the workflow agent cannot be executed. This is helpful while you are still developing the agent.
5. Enter a unique Id. Ensure the Id is unique and displays as Available.
6. Add a Description. The description explains what the workflow agent does and when collaborators should use it. This helps others understand the workflow agent's purpose.
7. Click Apply.

Configure your workflow agent

The workflow agent can be as simple or advanced as you want. The following example shows how to connect a simple trigger and a specialized agent. A trigger refers to an event or condition that initiates the workflow agent. See Workflow triggers for information.

1. Drag and drop a Scheduler trigger into the workspace.

2. Edit the Scheduled Trigger to your specific needs. In the following example image, the schedule runs at the beginning of every month. See Workflow agent triggers for more information. 

   

3. Click Save.

4. Drag and drop a specialized agent from the Agents section into the workspace or click Create new specialized agent. See Create a specialized agent from scratch.

   

5. Connect the Trigger and Agent. To do so, click the Scheduler trigger's connector circle. 

   

   Drag the connector to the Agent.

   

6. Click Save.

   

Add logic to your workflow agent

Logic elements, such as Conditions and Loops, let you build dynamic and automated workflows. These optional elements introduce intelligence into your processes, letting workflows adapt and repeat actions as needed.

Opal has the following Logic elements:

• Condition – Make decisions based on specific criteria, directing the workflow down different paths.
• Loop – Repeat a series of actions for each item in a specified collection, automating repetitive tasks.

To incorporate conditions or loops into your workflow, drag and drop the desired logic element from the workflow builder Components. For detailed instructions on configuring each element, see the dedicated documentation for conditions and loops.

Create a workflow agent from JSON

You can create a workflow agent by pasting its JSON configuration when you want to share the agent across multiple Opal instances or with other teams. If you are working within a single Opal instance, Duplicate a workflow agent instead.

Complete the following in Opal:

1. (Conditional) Add all specialized agents embedded in the workflow agent, if your Opal instance does not already contain them. See Configure a specialized agent from JSON for instructions.
2. Follow the steps in the Copy a workflow agent as JSON section.
3. Access your agents.

4. Click Add agent > Import Agent.

   

5. Paste the JSON.
6. (Optional) Toggle Import Mode on or off depending on if you want to overwrite existing agents with the same name and ID.

7. Click Import Agent.