Access and explore Opal Chat

Opal Chat is the conversational interface to Optimizely Opal, an AI assistant for the Optimizely platform. Use it to ask questions, run agents, generate content, and get platform guidance from one chat window. This article covers where to find Opal Chat, how the interface works, and which Optimizely products include it.

The following articles explain how to work in Opal Chat:

• Invoke agents in Opal Chat
• Chat modes in Opal Chat
• Manage a conversation in Opal Chat
• Create and edit images in Opal Chat

Access Opal Chat

Access Opal Chat from several places across the Optimizely platform, depending on your organization and product access.

• Opal website – Go to opal.optimizely.com. Opal Chat opens automatically. Use the Set Product Instance drop-down list to choose the product instance you have access to.

  

• Optimizely Admin Center – Go to home.optimizely.com to access the Admin Center. Select an organization that includes Opal Chat and click Opal. 

  

• Global navigation bar – From any product with Opal Chat access, click Ask Opal in the global navigation bar. See Opal Chat in Optimizely products for a list of supported Optimizely products. 

  

Opal Chat UI

How Opal Chat displays varies by entry point and conversation state. The following screenshots provide a general reference for typical layouts.

Through the Opal website

When accessing through the Opal website, opal.optimizely.com, Opal displays similar to the following:

1. Search Opal Chat history  – Search one or more Optimizely Opal chats.
2. New Chat – Start a new chat. Start a new chat when switching topics to keep Optimizely Opal's responses and chat thread history focused.

3. More options – Click Bulk Select to choose multiple chat threads, then click Delete.

   

4. Show or hide Chat history – Toggle the Chat history panel to show or hide. 
5. Set Product Instance – Select the Optimizely instance that Opal should refer to.
6. Chat history – Go to previous chat threads with Optimizely Opal.

7. Chat thread options – Additional options to update your chat threads, including the option to copy the chat, copy the chat ID, pin the chat to top of the sidebar, rename the thread, and delete the chat thread. You cannot retrieve deleted chats.

   

    

8. Regenerate – Have Optimizely Opal respond differently to the same query.
9. Create skills – Create an organization or personal skill based on your conversation with Opal.
10. Copy – Copy Opal's response to your clipboard.
11. Give feedback on a response – Click Thumbs up if Opal's response helped. Click Thumbs down if it did not help.
12. Chat with Opal 
    • Ideate and prompt – Ask Optimizely Opal to research, brainstorm, create things, provide a summary, and so on. Opal can explain terms, walk you through configuration steps, or point you to relevant documentation. It can evolve a rough idea into something more complete, such as expanding a hypothesis or completing a concept.
    • Translate content or tone – Translate text into other languages or rewrite content to fit a specific tone or audience.
    • Research online – Ask Opal to search the web, summarize content, or extract key information from provided URLs.
    • Sample queries
      • Summarize this document into key takeaways.
      • Extract the details from this timeline and present them to me as a list.
      • Give me the audio text and timestamps from this file so I can copy and paste into a subtitle .mov file. Remove any "ums" and "ahs" from the text.
      • Develop a test plan for a web experiment comparing two different call-to-action button designs to determine which drives more user engagement.
      • Using Optimizely Feature Experimentation, set up a feature flag for the new checkout process and outline a strategy for its gradual rollout and A/B testing.
      • How should we personalize content for anonymous users versus logged-in users?
      • Extract the key points from this video and create a blog post to promote them.
    • Undo – Press Ctrl+Z (Windows) or Cmd+Z (Mac) to undo text typed or pasted in the chat input.
13. Add – Upload files and ask questions about their content or add Connectors. See Supported file types in Optimizely Opal and Connector tools overview.
14. Mention Agent – Select an agent to run.
15. Use skill – Select skills to use. Enter / and select the skill.
16. Response speed – Select the speed Opal takes for its response. See Chat modes in Opal Chat.

17. Submit – Submit a request to Optimizely Opal. Click Stop at any time to end Opal's execution. See Stop a response.

    

Messages sent while Opal is responding display as queued cards and send automatically when the current response completes. See Queue messages while Opal works.

In an Optimizely product

When accessing Opal through an Optimizely product by clicking a button, such as Ask Opal, Opal displays similar to the following:

1. Search Opal Chat history  – Search one or more Optimizely Opal chats.
2. New Chat – Start a new chat thread. You should start a new chat when switching topics to keep Optimizely Opal's responses focused and your chat thread history focused on the topic.
3. More options –  Click Bulk Select to choose multiple chat threads, then click Delete.
4. Toggle sidebar – Show or hide the chat history sidebar.
5. Fullscreen – Expand the Opal Chat window to take up your entire browser window.
6. Dock to the side – Dock the Opal Chat as a panel to the side of your browser window. The icon updates to Pop it out when docked.
7. Close – Close the Opal chat window.
8. Chat history – Go to previous chat threads with Optimizely Opal.
9. Chat thread options – Additional options to update your chat threads, including the option to copy the chat, copy the chat ID, pin the chat to top of the sidebar, rename the thread, and delete the chat thread. You cannot retrieve deleted chats.
10. Add – Upload files and ask questions about their content or add Connectors. See Supported file types in Optimizely Opal and Connector tools overview.
11. Mention Agent – Select an agent to run.
12. Use skill – Select skills to use. Enter / and select the skill.
13. Response speed – Select the speed Opal takes for its response. See Chat modes in Opal Chat.
14. Submit – Submit a request to Optimizely Opal. Click Stop at any time to end Opal's execution. See Stop a response.

Messages sent while Opal is responding display as queued cards and send automatically when the current response completes. See Queue messages while Opal works.

Contextual tips

Opal displays a rotating tip above the message field when your chat is empty. Tips highlight features such as keyboard shortcuts, connections, skills, and canvas outputs, so you discover more of what Opal does.

Most tips include a Try it out or Take me there action. Select the tip or the action to do what the tip describes. For example, a tip can open the mention menu, prefill a prompt for you to review, open the connectors menu, or go to a tab such as Artifacts, Settings, or Context. Some prefilled prompts include a fillable field, such as a topic, for you to complete before you send.

You do not need to turn anything on. Tips display automatically and rotate as you use Opal. Hover over a tip to pause the rotation while you read.

A few tips are informational and have no action, such as the tips for drag and drop, stopping Opal, and message history.

Opal Chat in Optimizely products

Opal Chat is available in various Optimizely products. See the following documentation for details:

• Optimizely Opal Chat in Optimizely Analytics.
• Optimizely Opal Chat in Collaboration.
• Optimizely Opal Chat in Commerce Connect.
• Optimizely Opal Chat in Configured Commerce.
• Optimizely Opal Chat in Content Marketing Platform (CMP).
• Optimizely Opal Chat in Content Management System (CMS) 12.
• Optimizely Opal Chat in CMS 13.
• Optimizely Opal Chat in CMS (SaaS).
• Optimizely Opal Chat in Experimentation.
• Optimizely Opal Chat in Personalization.
• Optimizely Opal Chat in Product Recommendations.
• Optimizely Opal Chat in PIM.