Create an organization-wide instruction

Organization-wide instructions let Optimizely Opal administrators define consistent, reusable guidance that shapes how Opal responds across your organization. When you create an instruction, you define the objective, the steps Opal follows, the response format, and the conditions that activate it.

Access instructions

To access instructions in Opal, complete the following steps:

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

3. Click Opal.

   

4. Click Instructions.

   

Create an organization-wide instruction

To add an instruction 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 instruction using one of the following options:

• Enter Save this as an instruction in the chat.
• Click Extract to my instructions.

 See Manage tools.

From the instructions tab

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

1. Select the Instance tab.
2. Click Add Instruction.
3. Enter a Name for your instruction.
4. (Optional) Toggle Active on or off.
   • Toggle Active on to let Opal use your instruction.
   • Toggle Active off to prevent Opal from using your instruction. Use this setting while developing the instruction.
5. (Optional) Enter a Shortcut, which is a keyword you invoke by entering / to call this instruction from Opal Chat. If you leave it empty, the instruction does not display in the / menu.
6. Enter a Core Instruction, 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 instruction.
7. Select an option for the Activation Trigger.
   • Keyword / Intent – Enter your intent, keywords, or phrases that trigger this instruction when used.
   • Tool – Select the tools that trigger this instruction when used.
8. (Optional) Click Add Product in the Where to use section. If you do not add products, the instruction 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.
9. Click Save.