Manage workflow agents

Optimizely Opal workflow agents let you automate and optimize complex business processes by orchestrating triggers, logic, and agents. Workflow agents streamline multi-step tasks, support autonomous agent behavior, and enable advanced logic such as looping and branching. Workflow agents scale with your organizational needs and adapt to evolving processes.

Access your agents

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

3. Click Opal.

   

4. Click Agents.

   

5. Click the Your Agents tab.

   

Create a workflow agent

See Create a workflow agent.

Use a workflow agent

Workflow agents are started by their trigger. See Workflow agent triggers.

Edit a workflow agent

1. Follow the steps in the Access your agents section.

2. Click the agent name or click More (...) > Edit Agent.

   

3. Make changes to the workflow agent's configuration in the Workflow Setup.

4. Click Apply.

   

Switch between the workflow builder and setup

To open the Workflow Setup page to update the workflow agent's Name, Id, or Description, click More (...) > Setup.

To close the Workflow Setup page, click Close or More (...) > Setup.

Delete a workflow agent

Delete from the Agents page

1. Follow the steps in the Access your agents section.
2. Click More (...) on the workflow 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 (...) > Edit Agent.

3. Click More (...) > Delete Agent.

   

4. Click Delete on the Delete Agent confirmation page.

Deactivate a workflow agent

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

3. Toggle Active to off to prevent the workflow agent from being triggered without deleting it.

   

4. Click Apply.

Duplicate a workflow agent

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

Duplicate from the Agents page

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

3. Select Duplicate Agent.

   

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

Duplicate from the agent details

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

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

   

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

Download or copy a workflow agent as JSON

After copying a workflow agent as JSON, you can create an agent from the JSON. See Import a workflow agent from JSON.

Download or copy from the Agents page

1. Follow the steps in the Access your agents section.
2. Select More (...) for the workflow agent you want to download.

3. Click Download Agent.

   

4. Review the information on the Download Agent page.
5. (Optional) Toggle Include output evaluation examples on if you want to include them.
6. Click Copy as JSON to copy the agent to your clipboard.

7. Click Download to download the agent to your computer.

   

Download or copy from the agent details

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

4. Click Download Agent.

   

5. Review the information on the Download Agent page.
6. (Optional) Toggle Include output evaluation examples on if you want to include them.
7. Click Copy as JSON to copy the agent to your clipboard.

8. Click Download to download the agent to your computer.