Manage specialized agents
Agents in Optimizely Opal are purpose-built AI agents that complete specific, well-defined tasks.
In Opal, Opal Administrators and Agent Builders can create, customize, and manage agents using prompts, input variables, and tools to automate tasks accurately and efficiently.
Access your agents
- Go to home.optimizely.com.
- Select your organization.
- Click Opal.
- Click Agents.
- Select the Your Agents tab.
Find your agent
The Your Agents tab lists every agent in your workspace. Use the search field and filters to narrow the list when you have many agents.
The search field and filters apply in combination. For example, search for experiment and set Type to Specialized. The list shows only workflow agents whose name or description contains experiment.
- Search – Enter text to match against the Name and Description columns. The list updates as you type.
- Type – Filter by agent type. Choose All, Specialized, or Workflow.
- Status – Filter by agent status. Choose All, Active, or Inactive.
- Created by – Filter by who created the agent. Defaults to All Users. Select one or more users to display only agents they created. Click Clear to reset to the default.
- Modified by – Filter by who last modified the agent. Defaults to All Users. Select one or more users to display only agents they last modified. Click Clear to reset to the default.
Create a specialized agent
Use a specialized agent
You can use specialized agents in the following ways:
- Opal Chat – Invoke a specialized agent by calling its @Id in Opal Chat.
- Workflow agent – Run the agent as part of a workflow.
Edit a specialized agent
- Follow the steps in the Access your agents section.
- Click the agent name or click More (...) > Edit Agent.
- Make changes to the agent's configuration, such as its prompt, variables, or tools.
- (Optional) Click Test Run to verify your changes. See the Test a specialized agent documentation for information.
- Click Update.
Ask Opal to edit a specialized agent
Asking Optl to edit a specialized agent is in beta.
If you need help editing your agent, ask Opal to make the changes for you. To do so, complete the following steps:
- Follow the steps in the Access your agents section.
- Click the agent name or click More (...) > Edit Agent.
- Click Ask Opal.
- Enter a prompt requesting your changes. For example, enter Update the agent's prompt template to review the article against the style guide before assigning it.
- Review the changes and update any fields.
- Click Save changes to make the updates.
See Use Opal to create or edit a specialized agent automatically for details.
Delete a specialized agent
Important
Deleting an agent is permanent and cannot be undone.
Delete from the Agents page
- Follow the steps in the Access your agents section.
- Click More (...) on the agent you want to delete.
- Click Delete Agent.
- Click Delete on the Delete Agent confirmation page.
Delete from the agent details
- Follow the steps in the Access your agents section.
- Click the agent name or click More (...) > Edit Agent.
- Click More (...).
- Click Delete Agent.
- Click Delete on the Delete Agent confirmation page.
Delete multiple agents
- Follow the steps in the Access your agents section.
- Select the checkbox for each agent you want to delete.
- Click Delete.
- Click Delete on the confirmation page.
To select every agent on the page, select the checkbox in the table header. Delete displays the number of agents you selected.
Deactivate a specialized agent
- Follow the steps in the Access your agents section.
- Click the agent name or click More (...) > Edit Agent.
- Toggle Active to off to prevent the agent from being triggered without deleting it.
- Click Update.
Duplicate a specialized agent
If you do not want to start from scratch, you can create a copy of an agent by duplicating it.
- Follow the steps in the Access your agents section.
- Click the agent name or click More (...) > Edit Agent.
- Click More (...) > Duplicate Agent.
- Update the agent, including the Id, to make it unique.
- Click Save.
Download or copy a specialized agent as JSON
Download or copy a specialized agent as JSON to back up its configuration or transfer it to another Opal instance. Downloading exports the agent as a .json file you can save locally or share with another team. Copying places the JSON directly in your clipboard for quick use.
Note
When you export agents, any files previously added to the specialized agent are not exported. Instead, the JSON includes a link to the file stored in the current instance of Opal. Re-upload your files to the new agent.
After downloading or copying a specialized agent as JSON, create a new agent from the JSON.
From the Agents page
- Follow the steps in the Access your agents section.
- Click More (...) for the agent you want to export as JSON.
- Click Download Agent.
The Download Agent page displays.
- (Optional) Toggle Include output evaluation examples on.
- Click Copy as JSON to copy the agent to your clipboard.
- Click Download to download the agent to your computer.
From the agent details page
- Follow the steps in the Access your agents section.
- Click the agent name or click More (...) > Edit Agent.
- Click More (...).
- Click Download Agent.
The Download Agent page displays.
- (Optional) Toggle Include output evaluation examples on.
- Click Copy as JSON to copy the agent to your clipboard.
- Click Download to download the agent to your computer.
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.