Email Optimization agent

  • Updated

Email Optimization is an Optimizely Opal agent that analyzes newsletter content in Optimizely Campaign and delivers structured feedback with recommendations for improvement.

  • Challenge – Identifying specific areas for improvement, ensuring brand consistency, and generating data-driven A/B testing ideas can be difficult, leading to suboptimal campaign performance.
  • Agent outcome – The agent reviews readability, engagement, visual appeal, and brand consistency, then delivers a structured report with optimization tips, A/B testing suggestions, and a Content Score.
  • Value – Actionable, expert-level analysis in minutes, so campaigns improve without manual auditing.

Required Optimizely products

Optimizely Campaign

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 Email Optimization.

  3. Click Install Agent to add it to your Opal instance.

    screenshot of the Email Optimization 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 @email_optimization and provide the following details:

  • (Optional) campaignId – ID of a Smart Campaign.
  • (Optional) campaignName – Name of a Smart Campaign.
  • (Optional) mailingId – ID of a message belonging to a Smart Campaign.
  • (Optional) website_url – Online version URL of a Smart Campaign.
Identify the email in one of two ways: provide a campaignId or campaignName (the agent retrieves the mailing automatically), or provide a website_url for the online version.

The agent delivers a structured feedback report that covers optimization tips, brand consistency, A/B testing suggestions, a Content Score, and a Preview Text check.

To use the Email Optimization 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 Email Optimization 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 Email Optimization agent takes the following input:

  • (Optional) campaignId
  • (Optional) campaignName
  • (Optional) mailingId
  • (Optional) website_url

Tools

The Email Optimization agent uses the following tools internally to process your request:

  • browse_web
  • browse_web_html
  • campaign_get_smart_campaign
  • campaign_get_smart_campaign_list
  • campaign_get_smart_campaign_message_content
  • campaign_get_smart_campaign_messages

Additional details

The agent uses the following default configuration:

  • Inference level – Balanced. Provides reliable answers with additional reasoning.
  • Files – None.
  • Output – Text.

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.