Manage workflow agents
Optimizely Opal workflow agents let you automate and optimize complex business processes by orchestrating triggers, logic, and agents. Workflow agents streamline multi-step tasks, support autonomous agent behavior, and enable advanced logic such as looping and branching. Workflow agents scale with your organizational needs and adapt to evolving processes.
Access your agents
- Go to home.optimizely.com.
- Select your organization.
- Click Opal.
- Click Agents.
- Select the Your Agents tab.
Create a workflow agent
See Create a workflow agent.
Use a workflow agent
Workflow agents are started by their trigger. See Workflow agent triggers.
Edit a workflow agent
- Follow the steps in the Access your agents section.
- (Optional) Select Workflow from the Type drop-down list to only display workflow agents.
- Click the agent name or click More > Edit Agent.
- Make changes to the workflow agent's configuration in the Workflow Setup.
- Click Apply.
Switch between the workflow builder and setup
You can toggle the Workflow Setup panel open or closed.
To close the Workflow Setup panel, click Close or More > Setup.
To open the Workflow Setup panel to update the workflow agent's Name, Id, or Description, click More > Setup.
Workflow version history
Opal keeps a version history for your workflow agents. Opal records a version automatically each time you save changes. Review how a workflow changed over time, and restore an earlier version when you need to.
View and restore versions
- Follow the steps in the Access your agents section.
- (Optional) Select Workflow from the Type drop-down list to only display workflow agents.
- Click the agent name or click More > Edit Agent.
- Click More > Version history.
- Select a version to view it. Each version entry displays when the change happened and who made it.
Click Restore this version to revert the agent or Back to current to return to the newest version.
Version records for executions
Every execution records the workflow version it ran against. This tells you which version produced a given result. It helps when you debug a run or compare runs from before and after a change.
Specialized agents track versions the same way.
Delete a workflow agent
Deleting an agent is permanent and cannot be undone.
Delete from the Agents page
- Follow the steps in the Access your agents section.
- (Optional) Select Workflow for the Type drop-down menu to filter by only workflow agents.
- Click More on the workflow agent you want to delete.
- Select 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 > Delete Agent.
- Click Delete on the Delete Agent confirmation page.
Delete multiple agents
Delete several agents in one action to keep your agent list organized. The Agents page lists your specialized agents and workflow agents. Use the Type drop-down list and select Workflow to only delete workflow agents. Deleting agents is permanent and cannot be undone.
- Follow the steps in the Access your agents section.
- (Optional) Select Workflow from the Type drop-down list to only display workflow agents.
- 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.
Cancel multiple executions
If a workflow agent triggers many executions at once, cancel them in bulk instead of stopping each one individually. This is useful for runaway triggers or unexpected loops.
Opal cancels only Running or Pending executions. When you cancel, any step in progress finishes and no new steps start.
To cancel multiple workflow agent executions at once, use the Agent Activity Logs tab. See Agent activity logs for details.
Deactivate a workflow 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 workflow agent from being triggered without deleting it.
- Click Apply.
Duplicate a workflow agent
If you do not want to start from scratch, you can create a copy of a workflow agent by duplicating it.
Duplicate from the Agents page
- Follow the steps in the Access your agents section.
- (Optional) Select Workflow from the Type drop-down list to only display workflow agents.
- Click More on the workflow agent you want to duplicate.
- Select Duplicate Agent.
- Update the agent, including the Id, to make it unique.
- Click Save to create the new workflow agent.
Duplicate from the agent details
- Follow the steps in the Access your agents section.
- (Optional) Select Workflow from the Type drop-down list to only display workflow agents.
- 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 to create the new workflow agent.
Download or copy a workflow agent as JSON
After copying a workflow agent as JSON, you can create an agent from the JSON. See Import a workflow agent.
Download or copy from the Agents page
- Follow the steps in the Access your agents section.
- (Optional) Select Workflow from the Type drop-down list to only display workflow agents.
- Select More for the workflow agent you want to download.
- Click Download Agent.
- Review the information on the Download Agent page.
- (Optional) Toggle Include output evaluation examples on if you want to include them.
- Click Copy as JSON to copy the agent to your clipboard.
- Click Download to download the agent to your computer.
Download or copy from the agent details
- Follow the steps in the Access your agents section.
- (Optional) Select Workflow from the Type drop-down list to only display workflow agents.
- Click the agent name or click More > Edit Agent.
- Select More.
- Click Download Agent.
- Review the information on the Download Agent page.
- (Optional) Toggle Include output evaluation examples on if you want to include them.
- 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.