Create an organization skill

Organization skills let Optimizely Opal administrators define consistent, reusable guidance that shapes how Opal responds across your organization. When you create a skill, you define the objective, the steps Opal follows, the response format, and the conditions that activate it.

Access skills

To access skills in Opal, complete the following steps:

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

3. Click Opal.

   

4. Go to Context > Skills.

   

Create an organization-wide skill

To add a skill for the entire organization, complete one of the following options:

From Opal Chat

If the create_or_edit_instruction tool is Active and Enabled in Chat, save a skill directly in Opal Chat. To configure these settings, see Manage tools. Choose one of the following options:

• Enter Save this as a skill in the chat.
• Click Create skills.

When you create a skill from Opal Chat, Opal displays a Create Skill action card with the skill details. Review and edit the fields, then click Save to create your skill without leaving the chat.

From the skills tab

Complete the steps in the Access skills section and then complete the following:

1. Click Add skill. 

2. Select Organization Skills.

   

3. Enter a Name for your skill.
4. (Optional) Toggle Active on or off.
   • Toggle Active on to let Opal use your skill.
   • Toggle Active off to prevent Opal from using your skill. Use this setting while developing the skill.
5. (Optional) Enter a Shortcut. The shortcut is what you use to call the skill. Skills without a shortcut do not display in the / menu in Opal Chat or in the Choose skills picker when creating a specialized agent.
6. Keep Organization selected for Who is this for?
7. Select an option for When to use.
   • Keywords or phrases – Enter your intent, keywords, or phrases that trigger this skill when used.
   • Tools – Click Add tool and select the tools that apply this skill automatically when they run.
8. Enter a Core Skill, which is information and context Opal uses to tailor its output. Include details such as guidelines, response formats, and constraints. Double-click text to add styling. See Core skill.
9. (Optional) Click Add File to upload files Opal can use when using this skill.
10. (Optional) Click Add Product in the Where to use section. If you do not add products, the skill is available for all products.
    1. Select an Optimizely product from the Select Product drop-down list.
    2. Select an instance from the Select Instance drop-down list.
    3. Click + to add another product and instance.
    4. Click Delete to remove the product and instance.
11. (Optional) Click Add Tool and select tools that must always be available for this skill.
12. Click Save to create your skill.

Teammates with the Manage Instructions permission receive a notification when you create an organization skill. You do not receive notifications for skills you create. See Notifications overview.

Opal Administrators can change a skill between organization and personal using the Who is this for? radio buttons. See Manage skills.

From an existing skill

To import a skill instead of building one, see Import and export skills.