Get started with Optimizely Opal for agent builders

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Optimizely Opal is an agent orchestration platform that helps you work smarter across Optimizely One. But, before you can access Opal, an Optimizely Administrator must add you as a user and set your permissions. See Get started with Optimizely Opal for administrators.

The availability of features depends on your plan type. If your plan type does not support the use of the Agent Builder role, assigning the Agent Builder role to a user grants them only Opal User permissions. Contact your Customer Success Manager if you have any questions.

Access the Optimizely Opal app

The Optimizely Opal app is Opal's configuration dashboard, accessible through the product switcher in the global navigation.

  1. Log in to Optimizely.
  2. Select your organization.

  3. Click Opal.

    Click Opal from your Optimizely products.

Opal App UI

The Opal App provides a centralized interface where you can access Opal's capabilities in one place. The Opal App UI support everything you need to configure, customize, and use Opal effectively. Each page helps you focus on outcomes while Opal handles the technical details behind the scenes.

Opal Chat

Chat is the conversational interface for Optimizely Opal. It lets you interact with Opal using natural language to complete tasks, get insights, and automate workflows without needing to know the underlying systems or commands.

You can ask Opal questions, make requests, or give instructions, and Opal determines the right tools and agents to use to deliver accurate, actionable results. Whether you need to generate content, analyze data, or manage experiments, Opal Chat provides a simple, intuitive way to work directly within the Opal platform.

See Optimizely Opal Chat for information.

Instructions

Instructions are the foundational context, rules, and behavioral guidelines that shape how Opal creates output and tailors it to your organization's unique needs.

See the Instructions overview for information.

Agents

Agents complete tasks for you in Opal. They interpret your requests, decide which tools to use, and deliver consistent results. The Agents page of the Opal App is where you can browse and install agents from the Agent Directory or create and manage specialized and workflow agents tailored to your organization’s needs. By configuring the right agents, you can streamline workflows and automate common tasks across your connected Optimizely products and external services.

See Agent overview for information.

Tools

Tools are the actions Opal uses to get work done. Each tool performs a specific task, such as creating a campaign, generating content, or uploading files. You can view the tools available to your organization, including system tools Optimizely builds and custom tools your team create. By connecting and configuring the right tools, you let Opal act on your behalf and integrate seamlessly with your systems and workflows.

See Tools overview for information.

How tools, instructions, and agents work together

In Opal, tools, instructions, and agents work together to complete tasks. 

  • Instructions define how Opal should shape its output and how how Opal uses tools, specifying the logic and steps needed to reach a goal. 
  • Tools provide the capabilities, such as accessing data or performing actions. 
  • Specialized agents combine tools and instructions into a packaged, specialized capability that can carry out tasks on its own. 
  • Workflow agents stitch together multiple agents into a complex workflow which is started by a trigger. 

Understanding how these pieces connect helps you design effective workflows and get the most out of Opal.

Get started

After an Opal Administrator adds you as a Agent Builder, you can do things in Opal like the following:

Settings

Appearance

Go to Settings > Appearance to configure the Font Size and Theme for your Opal app experience. These settings are for your individual Opal instance only and do not affect other users in your organization. 

Adjust the font size

Click on the Font Size drop-down list to update the font size Opal uses.

Adjust the theme

Click on the Theme drop-down list to switch between light and dark mode.

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.