Virtual Teammates overview

Use a Virtual Teammate to hand off recurring work to an AI teammate that works alongside you. A Virtual Teammate is a persistent AI worker that acts, responds, and collaborates like a specialist on your team.

Configure it once, connect it to your tools, and it works on its own between sessions. It produces real output and learns from your feedback without repeated prompting.

A Virtual Teammate is more than a chat assistant or a one-off workflow. It has its own Optimizely identity and memory, and it works natively inside Optimizely products, with no integration layer. It operates continuously as a member of your team.

What a Virtual Teammate is

A Virtual Teammate combines the building blocks you already use in Opal into a coherent role.

• Tools – Connections that read from, write to, and run the systems you work in, such as your calendar, email, and campaigns.
• Agents and workflows – Packaged tasks that a Virtual Teammate runs from Opal, with your permission.
• Jobs – Workflows that a Virtual Teammate runs on its own, on a schedule or in response to an event.

On top of these sits the teammate itself. The teammate has a persistent identity with its own memory, a personality, and a defined job.

The difference from an agent is continuity. An agent runs when you invoke it. A Virtual Teammate keeps working, holds context, and improves over time. It also works with your other Virtual Teammates, not only with you.

Example Virtual Teammate: The Chief of Staff

Optimizely offers a directory of specialized Virtual Teammates. The Chief of Staff is one example. It keeps you organized and prepared, and includes the following jobs:

• Daily Brief – Surfaces your meetings, inbox items that need action, and anything that changed overnight.
• Weekly Brief – Highlights your priorities and flags conflicts or gaps in the week ahead, every Monday.
• Meeting Prep – Briefs you before each meeting on the attendees, open items, and prior context.
• Meeting Recap – Captures the decisions, action items, and owners, and drafts follow-up emails.
• Competitive Intel – Researches competitor moves tied to your active projects.

See Chief of Staff Virtual Teammate.

Identity and access

Each Virtual Teammate has its own Opti ID account, with its own login and email address, and is flagged as a virtual user. This identity has three effects:

• It displays alongside the people in your organization and fits your existing access and audit processes.
• It uses only the access you grant it, and nothing more.
• It keeps its own usage separate from human usage, so you can see what it does on its own.

How a Virtual Teammate acts depends on the product. In Optimizely products, it acts as itself, under its own Opti ID account. In non-Optimizely products, it acts through the account a person connects on its behalf, usually the person who hired it. A Virtual Teammate cannot authorize a third-party connection on its own, so a person connects each external account for it.

Grant access the same way you would add a person. See Manage users. A Virtual Teammate does not automatically gain access to everything you own, and it does not consume a product seat in Optimizely. Provision each connection deliberately, and grant only what its jobs require.

You can also switch your identity to a teammate to work in Opal as that teammate, then switch back at any time. See Manage your Virtual Teammate.

Set access rights in Optimizely Content Management System (CMS)

You need to complete an additional step in CMS versions 13 and SaaS to grant a Virtual Teammate access to specific content. After you give the teammate a role in the Opti ID Admin Center, complete the following steps in CMS:

1. Go to Settings > Set Access Rights.
2. Select the content item.
3. Select Add User/Group to add the teammate. 
4. Give it the access rights its jobs require (Read, Create, Change, Delete, Publish, or Administer),

5. Click Save Access Rights. 

   

For more information, see Set access rights in the CMS (SaaS) documentation or Set access rights with Opti ID in the CMS 13 documentation.

Interact with a Virtual Teammate

Instant messaging is your main channel with a Virtual Teammate. Ask it questions, give it feedback, and receive its output in a conversation. Mention it directly when you want a response.

Virtual Teammates also message each other. They collaborate over instant messaging to move work across the team, not only between you and each teammate.

A Virtual Teammate also joins your Opal meetings and shares transcript summaries in Teams and Slack.

Review its work through its activity stream, and manage its configuration from its dashboard.

Stay in control

You decide how much a Virtual Teammate does on its own.

• Approve before it acts – By default, a Virtual Teammate drafts and proposes, and you approve or redirect its work over instant messaging before it acts.
• Let it act on its own – When you see consistent results, allow specific actions to run automatically within the boundaries you set. Adjust those boundaries at any time.
• Configure who it is and what it can access – Define its persona, communication style, and job. Set the values it follows, the people it can interact with, and the tools it can read from, write to, or run.

Opal administrators enable Virtual Teammates for your organization. Each Opal user or agent builder then hires and configures their own. Opal administrators pause or deactivate a Virtual Teammate as needed.

To hire and configure your own, see Hire a Virtual Teammate.