Content Refresh Analysis agent

  • Updated

Optimizely Opal's Content Refresh Analysis agent automatically identifies, sorts by last edit date, and helps resolve duplicate and outdated content (in terms of content guidelines as reference) across a website in Content Management System (CMS) SaaS to improve Search Engine Optimization (SEO) performance, site credibility, compliance, and content maintenance efficiency. 

Optimizely created the Content Refresh Analysis agent for someone in a highly-regulated industry like legal, compliance, finance, and so on. However, anyone can use the agent if you provide your own file with guidelines.

  • Challenge – Identifying which content on your website is outdated, underperforming, or no longer relevant is difficult. This can lead to a stale user experience, decreased search engine visibility, and inefficient content management.
  • Agent outcome – The agent automatically reviews your website's content, analyzes its compliance and relevance based on a set of guidelines, and generates a prioritized list of content pieces that require attention. This includes suggestions for refreshing, updating, or archiving content.
  • Value – You can maintain a fresh, engaging, and high-performing website with minimal effort. By proactively identifying content that needs improvement, it lets you enhance your site's SEO, improve user engagement, and ensure your content remains valuable and up-to-date for better business outcomes.

Required Optimizely products

You must have an existing Content Management System (CMS) SaaS account with content from Optimizely Graph in it.

Install agent

Opal Administrators, Agent Builders, and 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.

Do the following in Opal:

  1. Go to Agents > Agent Directory.
  2. Select Content Refresh Analysis.

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

If Install Agent is disabled, ensure you have the Required Optimizely products connected to your Opal instance.

Add files

After you install the Content Refresh Analysis agent, re-upload the default files to start with the recommended rule set. If your team already uses custom rules (for example, your own editorial standards or content review checklist), upload those files instead. Use custom files only when you have a specific use case that is not covered by the default files.

Re-upload the default files 

To re-upload the default files, complete the following:

  1. Click View Agent from the Content Refresh Analysis agent added successfully toast or go to Agents > Your Agents and click on the Content Refresh Analysis agent.

  2. Click on COBS 4 Communicating with clients, including financial promotions.pdf in the Files section.

  3. Click Download to open the file in Opal.

  4. Click Download to download the file locally on your computer. 
  5. Go back to the browser tab with Opal.

  6. Click Close.

  7. Click Delete on the COBS 4 Communicating with clients, including financial promotions.pdf. 

  8. Click Add File.
  9. Find and upload the COBS 4 Communicating with clients, including financial promotions.pdf file from your computer.

  10. Click Update.

  11. Repeat steps two through 11, but for the SPARKS Report.html file.
    • For step four, save the file content to your computer as an .html file.

Upload your own files

Choose this option if you prefer to use your own files.

  1. Click View Agent from the Content Refresh Analysis agent added successfully toast or go to Agents > Your Agents and click on the Content Refresh Analysis agent.

  2. Click Delete on COBS 4 Communicating with clients, including financial promotions.pdf and SPARKS Report.html in the Files section.

  3. Click Add File.
  4. Find and upload the files from your computer.
  5. Click Update.

Use

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

  • Comparison file override – File to perform content comparisons against. This file can be attached directly on the agent for optimal performance, otherwise a default set of compliance rules are used.
  • Time frame – Days, weeks, months, or years. If you do not not provide a time frame, the default is the past six months.
  • URLs – Specific URLs you want analyzed, if applicable. Otherwise, the agent reviews all URLs.

To use the Content Refresh Analysis agent in a workflow agent, drag and drop it into your workflow. See the Configure workflow section in the Create a workflow agent documentation.

Details

The following are the default details of the Content Refresh Analysis agent. After you install the agent in your Opal instance, you can customize these details based on your organization's needs. See Manage agents for instructions.

Input variables

  • time frame
  • urls

Tools

  • search_optimizely_graph
  • graph_content_graphql_executor
  • graph_content_search_tool
  • graph_content_type_schema
  • send_email
  • create_canvas
  • browse_web
  • convert_to_pdf

Output

  • Inference level – Standard
  • Creativity – 0.1

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.