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. This article covers how to create an instance instruction.

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

While chatting with Opal, you can enter Save this as an instruction at any point in the conversation or click Extract to my instructions to save the instruction.

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 if you do not want Opal to use your instruction. Use this setting while you develop the instruction.
5. Enter a Core Instruction, which is information and context for Opal to tailor its output. Include details such as guidelines, response formats, and constraints. You can double-click text to add styling. See Core instruction in the Instructions overview documentation.
6. (Optional) Click Add Product for Where to use. 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.
7. Enter When to use. The When to use tells Opal when this instruction should apply. See When to use in the Instructions overview documentation.
8. Click Save.