Case Study Generation agent

  • Updated

Case Study Generation is an Optimizely Opal agent that generates a publication-ready B2B SaaS case study from a company name and background material.

  • Challenge – Writing a case study demands hours of research, interviewing, and formatting before a draft is ready for review.
  • Agent outcome – The agent produces a polished case study with cited metrics, verbatim quotes, before-and-after results, and a references section.
  • Value – The agent reduces case study production time from days to minutes, accelerating sales enablement and content marketing pipelines.

Required Optimizely products

None.

Install agent

Opal Administrators, Agent Builders, and Opal Users with the Add, edit, and install specialized agents  attribute for a custom role can add agents to their organization's Optimizely Opal instance. See Add users and set permissions.

Install the agent from the Opal Agent Directory.

  1. Go to Agents > Agent Directory.
  2. Select Case Study Generation.

  3. Click Install Agent to add it to your Opal instance.

    Screenshot of the Agent Directory with the Case Study Generation agent selected and Install Agent highlighted

Use the agent

In Opal Chat, enter @case_study_generation and provide the following details:

  • (Optional) Company Name – The customer company.
  • (Optional) Case Background – A PDF, Word doc, or transcript to upload.

Both parameters are optional. Provide a company name, a background file, or both. The agent asks clarifying questions to fill any gaps.

The agent produces a publication-ready case study as a canvas with cited metrics, verbatim quotes, before-and-after results, and a references section.

To use the Case Study Generation agent in a workflow agent, drag and drop it into your workflow. See Create a workflow agent.

Details

The Case Study Generation agent uses the following default details. After you Install agent, customize these details for your organization's needs. See Manage agents for instructions.

Input variables

The Case Study Generation agent takes the following input:

  • (Optional) Company Name
  • (Optional) Case Background

Tools

The Case Study Generation agent uses the following tools to process your request:

  • ask_user_question
  • browse_web
  • create_canvas
  • edit_canvas
  • reasoning_step
  • search_web

Additional details

The agent uses the following default configuration:

  • Inference level – Complex. Provides advanced reasoning and detail.
  • Files – None.
  • Output – Text.

If you use Opti ID, administrators can turn off generative AI in the Opti ID Admin Center. See Turn generative AI off across Optimizely applications.