Email Optimization agent
Email Optimization is an Optimizely Opal agent that analyzes newsletter content in Optimizely Campaign and delivers structured feedback with recommendations for improvement.
- Challenge – Identifying specific areas for improvement, ensuring brand consistency, and generating data-driven A/B testing ideas can be difficult, leading to suboptimal campaign performance.
- Agent outcome – The agent reviews readability, engagement, visual appeal, and brand consistency, then delivers a structured report with optimization tips, A/B testing suggestions, and a Content Score.
- Value – Actionable, expert-level analysis in minutes, so campaigns improve without manual auditing.
Required Optimizely products
Optimizely Campaign
Install agent
Note
Opal Administrators, Agent Builders, and 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.
- Go to Agents > Agent Directory.
- Select Email Optimization.
- Click Install Agent to add it to your Opal instance.
Note
If Install Agent is disabled, ensure you have the Required Optimizely products connected to your Opal instance.
Use the agent
In Opal Chat, enter @email_optimization and optionally provide the following details:
- (Optional) campaignId – ID of a Smart Campaign.
- (Optional) campaignName – Name of a Smart Campaign.
- (Optional) mailingId – ID of a message belonging to a Smart Campaign.
- (Optional) website_url – Online version URL of a Smart Campaign.
Identify the email in one of two ways: provide a campaignId or campaignName (the agent retrieves the mailing automatically), or provide a website_url for the online version.
The agent delivers a structured feedback report that covers optimization tips, brand consistency, A/B testing suggestions, a Content Score, and a Preview Text check.
To use the Email Optimization agent in a workflow agent, drag and drop it into your workflow. See the Create a workflow agent.
Details
These are the default details of the Email Optimization agent. After you install the agent in your Opal instance, you can customize these details based on your organization's needs. See Manage agents for instructions.
Input variables
The Email Optimization agent takes the following input:
- (Optional) campaignId
- (Optional) campaignName
- (Optional) mailingId
- (Optional) website_url
Tools
The Email Optimization agent uses the following tools internally to process your request:
- browse_web
- browse_web_html
- campaign_get_smart_campaign
- campaign_get_smart_campaign_list
- campaign_get_smart_campaign_message_content
- campaign_get_smart_campaign_messages
Additional details
The agent uses the following default configuration:
- Inference level – Balanced. Provides reliable answers with additional reasoning.
- Files – None.
- Output – Text.
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 applicationsTurn generative AI off across Optimizely applications.