Get started with Optimizely Opal for agent builders

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

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.

   

Opal app UI

The Opal app provides a centralized interface where you can access Opal's capabilities in one place. The Opal app UI supports 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.

Ask Opal questions, make requests, or give instructions. 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. View the tools available to your organization, including system tools built by Optimizely and custom tools created by your team. Connect and configure the right tools to let Opal act on your behalf and integrate 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 shapes its output and how Opal uses tools.
• 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 that a trigger starts.

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

What you can do as an agent builder

After an Opal Administrator adds you as a Agent Builder, you can complete the following tasks in Opal:

• Chat with Opal.
• Add instructions or edit prebuilt instructions to define how Opal should behave.
• Review system tools and create custom tools to integrate Opal with your external systems.
• Configure and run agents to execute tailored, complex tasks.
• Configure workflow agents to stitch together agents into a workflow.

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 the Font Size drop-down list.

Adjust the theme

Click the Theme drop-down list.