Experimentation Program Overview agent

  • Updated

Experimentation Program Overview is an Optimizely Opal agent that analyzes experimentation performance within a specified timeframe to generate a comprehensive overview of program velocity, win rate, and top-performing experiments.

  • Challenge – Manually compiling a comprehensive overview of your Experimentation program, including win rates, top performers, and key learnings, is time-consuming and complex. It is difficult to quickly assess program health and identify trends.
  • Agent outcome – The agent generates a quarterly business review (QBR)-style HTML report for a specified date range. The report includes program key performance indicators (KPIs), identifies biggest winners, summarizes key learnings, and provides a comparative summary table against a prior period. The agent captures page screenshots and sends the report directly to an email address when one is provided.
  • Value – Removes the manual effort of compiling program performance data. Stakeholders get a clear, structured view of experimentation health to identify successful strategies and communicate impact.

Required Optimizely products

Optimizely Web Experimentation or Optimizely Feature Experimentation.

Install agent

Opal Administrators, Agent Builders, and Opal 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 Experimentation Program Overview.

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

    screenshot of the Experimentation Program Overview entry in the Opal Agent Directory where Install Agent is highlighted
If Install Agent is disabled, connect the required Optimizely products to your Opal instance first.

Use the agent

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

  • date_range – The time period for the report. For example, Q4 2025, January 2026, or Last 90 days.
  • (Optional) project_ids – Project IDs to filter the report. Provide a single ID or a comma-separated list. If omitted, the agent runs across all projects. For example, 19963491707 or 12345, 67890.
  • (Optional) email – Recipient email address to send the report to directly.

The Experimentation Program Overview agent generates an HTML canvas report. The report includes program KPIs, a top winner card, a runner-up card, and a summary table of top experiments. When an email address is provided, the agent sends the report to that address.

To use the Experimentation Program Overview 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 Experimentation Program Overview 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 Experimentation Program Overview agent takes the following input:

  • date_range
  • (Optional) project_ids
  • (Optional) email

Tools

The Experimentation Program Overview agent uses the following tools internally to process your request:

  • exp_program_reporting_top_experiments
  • exp_program_reporting_win_rate
  • exp_execute_query
  • take_webpage_screenshot
  • create_canvas
  • send_email

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.