Optimizely-managed agents are powerful, pre-built tools designed by Optimizely to enhance your experience and streamline common tasks within Optimizely, such as content creation, experimentation, and analytics. These agents are automatically installed and kept up-to-date by Optimizely, ensuring you always have access to the latest features and improvements without manual intervention. They are integrated directly into the product to provide functionality, making your workflows more efficient and impactful.
Key characteristics of Optimizely-managed agents include the following:
- Auto-installed – They are automatically available within your Optimizely instance, requiring no manual setup.
- Auto-updated – Optimizely manages all updates, ensuring these agents are always running the latest versions with the newest improvements and bug fixes.
- Managed by Optimizely – Optimizely handles the underlying logic, tools, and configurations, so you can focus on leveraging their power.
- Integrated features – They are designed to enhance specific product workflows, providing immediate value and efficiency.
Optimizely-managed agents are designed to be consistently updated. To maintain their integrity, certain fields are locked and cannot be directly edited. If you need to tailor an Optimizely-managed agent to your specific requirements, create a copy of it. The copied agent becomes fully customizable, letting you modify any field to suit your needs. Creating a copy provides you with full control over its configuration, ensuring your specific customizations remain stable and are not affected by future automatic updates to the original Optimizely-managed agent.
While Optimizely-managed agents cover many common use cases, you might still want to build a custom agent from scratch if your needs are highly specialized or require unique integrations not addressed by the pre-built options. Consider custom agents for tasks that demand entirely unique logic, tools, or data sources.
Identify Optimizely-managed agents
To explore the available Optimizely-managed agents, go to the Agent Directory within your Optimizely instance. You can easily identify Optimizely-managed agents by a special badge displayed next to their names. This visual indicator helps you distinguish them from other agents, such as those you or your team have created.
Optimizely-managed agents and workflows
When you add an Optimizely-managed agent to a workflow agent, a prompt asks if you want to create a copy. This ensures that your critical business processes within workflows are not unexpectedly altered by automatic updates to the original Optimizely-managed agent. Accepting this prompt creates an editable copy of the agent for use in your workflow.
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