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 an 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 an 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 using one of the following options:

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

 See Manage tools.

From the skills tab

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

1. Select the Skills tab.
2. Click Add skill. 

3. Select Organization Skills.

   

4. Enter a Name for your skill.
5. (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.
6. (Optional) Enter a Shortcut, which is a keyword you invoke by entering / to call this skill from Opal Chat. If you leave it empty, the skill does not display in the / menu.
7. 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.
8. Select an option for the Activation Trigger.
   • Keyword / Intent – Enter your intent, keywords, or phrases that trigger this skill when used.
   • Tool – Select the tools that trigger this skill when used.
9. (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.
10. Click Save.