Content Refresh Analysis agent

  • Updated

Content Refresh Analysis is an Optimizely Opal agent that audits your website in Content Management System (SaaS). The agent finds outdated content, reviews it against compliance guidelines, and reports what needs attention to improve Search Engine Optimization (SEO) and site credibility.

Optimizely built the agent for regulated industries such as legal, compliance, and finance. Anyone can use it by providing their own guideline files.

  • Challenge – Identifying which content on your website is outdated, underperforming, or no longer relevant is difficult. This leads to a stale user experience, lower search visibility, and inefficient content management.
  • Agent outcome – The agent reviews your content against a set of guidelines and produces a prioritized list of pieces that need attention, with suggestions to refresh, update, or archive.
  • Value – A fresh, high-performing website with less effort, better SEO, stronger engagement, and content that stays current.

Required Optimizely products

Content Refresh Analysis requires a Content Management System (SaaS) account with content in Optimizely Graph.

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 Content Refresh Analysis.
  3. Click Install Agent to add it to your Opal instance.

    screenshot of the Content Refresh Analysis entry in the Opal Agent Directory where Install Agent is highlighted

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

Use the agent

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

  • (Optional) Timeframe – Flags content not modified within this period. Use days, weeks, months, or years. Defaults to one year.
  • (Optional) Urls – Specific URLs to analyze. Otherwise, the agent reviews all URLs.
  • (Optional) Email Addresses – Email addresses the email report goes to.

The agent produces a compliance report in a canvas and displays it in the chat. The report includes an executive summary with an overall compliance score, issues flagged by severity, and sections for tone of voice, accessibility, clarity, and regulations. The agent also lists outdated pages with their URLs and last-modified dates.

To use the Content Refresh Analysis 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 Content Refresh Analysis 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 Content Refresh Analysis agent takes the following input:

  • (Optional) Timeframe
  • (Optional) Urls
  • (Optional) Email Addresses

Tools

The Content Refresh Analysis agent uses the following tools internally to process your request:

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

Additional details

The agent uses the following default configuration:

  • Inference level – Complex. Provides advanced reasoning and detail.
  • Files – The agent includes default guideline files (Design file.html and COBS 4 Communicating with clients, including financial promotions.pdf). To use your own, see Customize the guideline files.
  • Output – Text.

Customize the guideline files

The agent includes default guideline files for financial-services compliance. To review content against your own standards, replace the default files with your own. Use custom files only when the default files do not cover your use case.

  1. Go to Agents > Your Agents and select Content Refresh Analysis.
  2. In the Files section, click Delete on each default file you want to remove.

    screenshot of the Files section of the Content Refresh Analysis agent where the Delete option on a file is highlighted
  3. Click Add File.

    screenshot of the Files section where the Add File button is highlighted
  4. Upload your files.
  5. Click Update to save your agent.

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.