Create a workflow agent

Workflow agents in Optimizely Opal connect multiple specialized agents into a single automated process.

Access your agents

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

3. Click Opal.

   

4. Click Agents.

   

5. Click 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 – The workflow agent can be executed.
   • Off – The workflow agent cannot be executed. This is helpful while you are still developing the agent.
5. Enter a unique Id. The field displays Available to confirm the Id is not already in use.
6. Add a Description. The description explains what the workflow agent does and when collaborators should use it.
7. Click Apply.

Configure your workflow agent

The following example shows how to connect a simple trigger and a specialized agent. A trigger is an event or condition that starts the workflow agent. See Workflow triggers for information.

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

2. Configure the Scheduled Trigger as needed. In the following example image, the schedule runs at the beginning of every month. See Workflow agent triggers for 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.

   Specialized agents run in single-turn mode when used in a workflow agent, regardless of how they are configured. Workflow agents do not support multi-turn conversation. See Specialized agents overview for information on interaction modes.

   

5. Click the Scheduler trigger's connector circle. 

   

6. Drag the connector to the Agent.

7. 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 let workflows adapt to conditions and repeat actions.

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 instructions, see conditions and loops.

View an agent's details from the workflow agent builder

Click an individual agent to view its details directly from the workflow agent builder.

Select the Agent Details tab to view the agent's information. Click View Agent to open a new window with the agent details where you can edit your agent.

Create a workflow agent from JSON

Create a workflow agent from JSON to share it 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 Create 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 to overwrite existing agents with the same name and Id, or off to preserve them. 

7. Click Import Agent.