Manage specialized agents

  • Updated

Agents in Optimizely Opal are purpose-built AI agents that complete specific, well-defined tasks. They operate in a single-shot model. You provide inputs, the agent runs once, and it returns a result.

In Opal, Opal Administrators and Agent Builders can create, customize, and manage agents using prompts, input variables, and tools to automate tasks accurately and efficiently.

Access your agents

  1. Go to home.optimizely.com
  2. Select your organization.

  3. Select Opal.

    Click Opal

  4. Click Agents. 

  5. Select the Your Agents tab.

Create a specialized agent

See Create specialized agents.

Use a specialized agent

You can use specialized agents in the following ways:

  • Opal Chat – Invoke a specialized agent by calling its @Id in Opal Chat.
  • Workflow agent – Run the agent as part of a workflow.

Edit a specialized agent

  1. Follow the steps in the Access your agents section.
  2. Click the agent name or click More actions (...) > Edit Agent.
  3. Make changes to the agent's configuration, such as its prompt, variables, or tools.
  4. (Optional) Click Test Run to verify your changes. See the Test a specialized agent documentation for information.
  5. Click Update.

Delete a specialized agent

Deleting an agent is permanent and cannot be undone.

Delete from the Agents page

  1. Follow the steps in the Access your agents section.
  2. Click More actions (...) on the agent you want to delete.

  3. Select Delete Agent.

  4. Click Delete on the Delete Agent confirmation page.

Delete from the agent details

  1. Follow the steps in the Access your agents section.
  2. Click the agent name or click More actions (...) > Edit Agent.
  3. Click More options (...).
  4. Select Delete Agent.
  5. Click Delete on the Delete Agent confirmation page.

Deactivate a specialized agent

  1. Follow the steps in the Access your agents section.
  2. Click the agent name or click More actions (...) > Edit Agent.
  3. Toggle Active to off to prevent the agent from being triggered without deleting it.
  4. Click Update.

Duplicate a specialized agent

If you do not want to start from scratch, you can create a copy of an agent by duplicating it.

  1. Follow the steps in the Access your agents section.
  2. Click the agent name or click More actions (...) > Edit Agent.

  3. Click More options (...) > Duplicate Agent.

  4. Update the agent, including the Id, to make it unique.
  5. Click Save. 

Copy a specialized agent as JSON

When you export agents, any files previously added to the specialized agent are not exported. Instead, the JSON includes a link to the file stored in the current instance of Opal. Re-upload your files in the new agent.

After copying a specialized agent as JSON, you can create a new agent from the JSON. See Configure a specialized agent from JSON.

Copy from the Agents page

  1. Follow the steps in the Access your agents section.
  2. Select More options (...) for the agent you want to export as JSON.

  3. Click Copy as JSON.

    The JSON displays and is automatically copied to your clipboard.

  4. Click Close.

Copy from the agent details page

  1. Follow the steps in the Access your agents section.
  2. Click the agent name or click More actions (...) > Edit Agent.
  3. Click More options (...).

  4. Select Copy as JSON. The JSON is automatically copied to your clipboard.

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.