--- title: Optimizely Mark in Microsoft Copilot slug: agent-platform/docs/agent-platform-in-microsoft-copilot docTags: createdAt: 2026-08-12T15:37:07.000Z --- Agent Platform for [Microsoft Copilot](https://learn.microsoft.com/en-us/microsoft-365/copilot/microsoft-365-copilot-overview) lets you use Mark directly in your Copilot workspace. You can do everything you can do in [Mark chat](docId\:dtNBEttEGVvkhNkwNypLM), including creating and managing campaigns, generating and editing images, analyzing experiment results, and executing AI agents. ## Prerequisites - You must use [Opti ID](docId\:gfcl33i3WnqFAwFi9CT6y) to access Mark. - You must have generative AI enabled in Optimizely. ## Install Mark in Copilot In Microsoft Copilot, complete the following steps: 1. Go to the **Agent Store**. 2. Click the **Search agents** field and enter *Mark*. ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Kyk8Bey8k8UTHj1MuqpSQ_uninstall-optimizely-opal-uninstall-confirmation-dialog.png" size="70" isUploading="false" width="1736" height="1158" darkWidth="1736" darkHeight="1158" showCaption="false"} 3. Select **Mark**. 4. Review the privacy policy, terms of use, and permissions, and click **Add**. ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/L1WmvmuuuHwXGQAkVBPbD_agent-store-agent-store-search-for-opal.png" size="70" isUploading="false" width="1760" height="1194" darkWidth="1760" darkHeight="1194" showCaption="false"} 5. Mark is added to your Copilot. ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/ZO1C1ROqKevv7ifxpuwgx_agent-store-agent-store-search-for-opal.png" size="70" isUploading="false" width="1760" height="1194" darkWidth="1760" darkHeight="1194" showCaption="false"} See [Agent installation in Microsoft 365 Copilot](https://learn.microsoft.com/en-us/microsoft-365/copilot/copilot-agent-install) for information. ## Use Mark in Copilot With Mark in Copilot, you can chat with Mark to research, summarize, and ideate, create and refine content, manage tasks and campaigns, and analyze experiment results directly in Copilot. 1. Go to Copilot. 2. Enter a prompt. 1. On your first visit, Mark prompts you to log in. ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/o8j_G-b0HTEG8_XDp8PBW_optimizely-opal-opal-agent-chat-start-screen.png" size="60" isUploading="false" width="1310" height="1212" darkWidth="1310" darkHeight="1212" showCaption="false"} :::Paragraph{listStyleType="decimal" listStart="2" listRestartPolite="2" indent="2"} Click **Login with Optimizely**. ::: :::Paragraph{listStyleType="decimal" listStart="3" indent="2"} Enter your Opti ID credentials. ::: ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/m3Lsj0V6abt8jWg9O6Gnc_optimizely-opal-login-with-optimizely-prompt.png" size="60" isUploading="false" width="1178" height="840" darkWidth="1178" darkHeight="840" showCaption="false"} 3. Mark automatically responds in Copilot. ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/MmdkawOS_nM9xkxW4zJDb_you-are-all-set-setup-complete-confirmation-page.png" size="60" isUploading="false" width="1224" height="1210" darkWidth="1224" darkHeight="1210" showCaption="false"} Copilot does not display inline images. Instead, when Mark's message includes an image, Copilot shows a descriptive text link to the image's URL. Click on the URL to see the image. ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/kbn7GOiB3vxfgbj_hGBcD_optimizely-opal-opal-welcome-message-and-available-commands.png" size="60" isUploading="false" width="1032" height="502" darkWidth="1032" darkHeight="502" showCaption="false"} ## History Your conversations with Mark are saved in Copilot and the Mark chat app, so you can refer back to past chats and continue them across platforms. ### In Copilot :::hint{type="info"} **Note** Chat history listed in Copilot includes chats from *all* your agents installed in Copilot, not just Mark. ::: Copilot keeps a list of your recent conversations so you can return to past work. In the section labeled **Chats**, review your recent conversations. Entries are grouped by day (for example, **Today** and **Yesterday**) and display the first line or command from each conversation. :::hint{type="info"} **Note** Chats started in Copilot and continued in Mark chat do not sync back to Copilot. ::: See [Conversation History in Microsoft Copilot ](https://support.microsoft.com/en-us/microsoft-copilot/conversation-history-in-microsoft-copilot)in the Microsoft documentation for information. ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/pozgrwZkSnRDGUpSuyZQS_optimizely-opal-image-generation-response-example.png" size="70" isUploading="false" width="1654" height="1196" darkWidth="1654" darkHeight="1196" showCaption="false"} ### In the Mark UI :::hint{type="info"} **Note** Chat and thread names may not match between Copilot and Mark. ::: 1. Go to [home.optimizely.com](https://home.optimizely.com) and select the Optimizely organization that Copilot is connected to. 2. Click **Opal > Chat**. Your recent chats display in the chat history panel. See the [Mark chat UI](docId\:dtNBEttEGVvkhNkwNypLM) documentation for information. ## View your Mark instance To view your current Mark instance, enter */preview-instance*. Mark responds with your current Optimizely organization, Mark Instance, and Optimizely product instance. ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/OjV59hG27rOFAws1kUtFT_chats-opal-chat-history-in-sidebar.png" size="70" isUploading="false" width="1204" height="602" darkWidth="1204" darkHeight="602" showCaption="false"} ## Change your Mark instance To update your Mark instance, complete the following steps: 1. Enter */switch-instance*. 2. Select your Optimizely organization from the **Organizations** drop-down menu. 3. Click **Submit**. ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Ol5_ZYcNdhUwR3k5xOCdW_opal-configuration-preview-instance-configuration-summary.png" size="70" isUploading="false" width="1220" height="632" darkWidth="1220" darkHeight="632" showCaption="false"} 4. Select your Optimizely instance from the **Product Instances** drop-down list. 5. Click **Submit**. ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/QMYR3saYdL7HYFXDBKEj8_opal-configuration-switch-instance-organization-selection.png" size="70" isUploading="false" width="1202" height="824" darkWidth="1202" darkHeight="824" showCaption="false"} 6. Mark displays your current configuration. Verify that your Mark instance was updated correctly. ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/IlLma90yQ6xGCGUsm8sui_opal-configuration-switch-instance-product-instance-selection.png" size="70" isUploading="false" width="1214" height="806" darkWidth="1214" darkHeight="806" showCaption="false"} ## Log out of Mark in Copilot To log out of your Mark instance, complete the following steps: 1. Enter */logout*. 2. Click **Logout**. ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/L1ua7-bzdFd0659UQggpI_opal-configuration-updated-configuration-summary-after-switch.png" size="70" isUploading="false" width="1234" height="516" darkWidth="1234" darkHeight="516" showCaption="false"} 3. Mark displays a confirmation. To log in, see step two in the [Use Mark in Copilot](docId\:XhzYtj8g7s-EydKKgvl0C) section. ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/SNvPCwIF5FyQc8F-rE7ij_optimizely-opal-logout-confirmation-prompt.png" size="70" isUploading="false" width="1200" height="644" darkWidth="1200" darkHeight="644" showCaption="false"} ## Uninstall Mark from Copilot To remove Mark from Copilot, complete the following steps: 1. On the **Mark** agent listing, click **more options (...)**. 2. Click **Uninstall**. ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/ADcj9e38ZKpgQh3rzRkJH_optimizely-opal-logged-out-state-with-login-button.png" size="70" isUploading="false" width="1674" height="1208" darkWidth="1674" darkHeight="1208" showCaption="false"} 3. Click **Uninstall** on the confirmation page. ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/NKu5Uv7icAgHkG5ON9oDa_uninstall-uninstall-option-in-agents-sidebar.png" size="40" isUploading="false" width="708" height="246" darkWidth="708" darkHeight="246" showCaption="false"} :::hint{type="info"} **Note** 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](docId\:X5U0kKD2azV5cIdNqwGNj). :::