Create a personal instruction

Personal instructions let you define how Opal behaves specifically for you. Use them to capture your preferences, working style, and custom behaviors so Opal consistently matches how you work. This article covers how to create a personal instruction.

Personal instructions apply only to you.

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 a personal instruction

To add a personal instruction that applies only to your Opal interactions, complete one of the following options:

From Opal Chat

While chatting with Opal, enter Save this as an instruction at any point in the conversation or click Extract to my instructions to save the instruction. Ensure the create_or_edit_instruction tool is Active and Enabled in Chat. See Manage tools for information.

From the Instructions tab

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

1. Select the Personal tab.

2. Click Add Instruction.

   

3. Enter a Name for your instruction.
4. (Optional) Toggle Active on or off.
   1. Toggle Active on to let Opal use your instruction.
   2. Toggle Active off if you do not want Opal to use your instruction. Use this setting while developing the instruction.
5. (Optional) Enter a Shortcut, which is a keyword users can invoke by entering / to call this instruction directly 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 in the Instructions overview documentation.
7. Select an option for the Activation Trigger.
   1. Keyword / Intent – Enter your intent, keywords, or phrases that trigger this instruction when used.
   2. Tool – Select the tools that trigger this instruction when used.
8. (Optional) Click Add Product following 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.
9. Click Save.