---
title: Manage workflow agents
slug: agent-platform/docs/manage-workflow-agents
docTags: 
createdAt: 2026-08-12T15:37:08.000Z
---

Optimizely Agent Platform 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

1. Go to [home.optimizely.com](https://home.optimizely.com).
2. Select your organization.
3. Click **Opal**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/6jLEWe63JyOlsWmw0H0Ag_optimizely-world-organization-home-product-selector-opal-tile.png" size="100" width="2190" height="1378" isUploading="false" darkWidth="2190" darkHeight="1378" showCaption="false" indent="1"}

4. Click **Agents**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/yOfCKLgJlc4xmxsytTvUL_opal-agents-nav-item-in-sidebar.png" size="100" width="2120" height="1250" isUploading="false" darkWidth="2120" darkHeight="1250" showCaption="false" indent="1"}

5. Select the **Your Agents** tab.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Mckv-up3ITywFTXbsCzUQ_agents-your-agents-tab-list-view.png" size="100" width="2172" height="1204" isUploading="false" darkWidth="2172" darkHeight="1204" showCaption="false" indent="1"}

## Create a workflow agent

See [Create a workflow agent](docId\:KWaI2TBwD38sN7p74exoy).

## Use a workflow agent

Workflow agents are started by their trigger. See [Workflow agent triggers](docId\:pYeMYR_1QCBBfc6rGEwlR).

## Edit a workflow agent

1. Follow the steps in the [Access your agents](docId\:MdEwF6vrQCh0zC-A5XqX2) section.
2. (Optional) Select **Workflow** from the **Type** drop-down list to only display workflow agents.
3. Click the agent name or click **More > Edit Agent**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/DCJoBIaByXjy54iwAt8Ij_agents-agent-row-actions-menu-edit-agent.png" size="100" isUploading="false" width="2210" height="1046" darkWidth="2210" darkHeight="1046" showCaption="false" indent="1"}

4. Make changes to the workflow agent's configuration in the **Workflow Setup**.
5. 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**.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Va968EssPh_TUsQd6aula_workflow-setup-workflow-setup-panel-name-and-id-fields.png)

To open the **Workflow Setup** panel to update the workflow agent's **Name**, **Id**, or **Description**, click **More > Setup**.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/REW3DLl-LsevaVRQIEGY4_workflow-setup-overflow-menu-setup-option.png)

## Workflow version history

Agent Platform keeps a version history for your workflow agents. Agent Platform 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

1. Follow the steps in the [Access your agents](docId\:MdEwF6vrQCh0zC-A5XqX2) section.
2. (Optional) Select **Workflow** from the **Type** drop-down list to only display workflow agents.
3. Click the agent name or click **More > Edit Agent**.
4. Click **More > Version history**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/nTXvyb81KjZv3_cgXS1oU_workflow-setup-overflow-menu-version-history-option.png" size="100" isUploading="false" width="1918" height="898" darkWidth="1918" darkHeight="898" showCaption="false" indent="1"}

5. Select a version to view it. Each version entry displays when the change happened and who made it.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/PZewpB0jSL6IZ-Hc49PbV_version-history-version-history-panel-restore-version.png" size="100" isUploading="false" width="2368" height="660" darkWidth="2368" darkHeight="660" showCaption="false" indent="1"}

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

1. Follow the steps in the [Access your agents](docId\:MdEwF6vrQCh0zC-A5XqX2) section.
2. (Optional) Select **Workflow** for the **Type** drop-down menu to filter by only workflow agents.
3. Click **More** on the workflow agent you want to delete.
4. Select **Delete Agent**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/HKnvB8PF1uG5AA5I9suKV_agents-agent-row-actions-menu-delete-agent.png" size="100" isUploading="false" width="2282" height="952" darkWidth="2282" darkHeight="952" showCaption="false" indent="1"}

5. Click **Delete** on the **Delete Agent** confirmation page.

### Delete from the agent details

1. Follow the steps in the [Access your agents](docId\:MdEwF6vrQCh0zC-A5XqX2) section.
2. Click the agent name or click **More > Edit Agent**.
3. Click **More >** **Delete Agent**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/6NZx9TC50_vcDhcN1PjVm_demo-workflow-agent-workflow-editor-overflow-menu-delete-agent.png" size="100" isUploading="false" width="2370" height="728" darkWidth="2370" darkHeight="728" showCaption="false" indent="1"}

4. 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.

1. Follow the steps in the [Access your agents](docId\:MdEwF6vrQCh0zC-A5XqX2) section.
2. (Optional) Select **Workflow** from the **Type** drop-down list to only display workflow agents.
3. Select the checkbox for each agent you want to delete.
4. Click **Delete**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/rdQrvOVaXkMpH7VTUx6P6_agents-bulk-select-delete-multiple-agents.png" size="100" isUploading="false" width="2278" height="1038" darkWidth="2278" darkHeight="1038" showCaption="false" indent="1"}

5. 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.

Agent Platform 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](docId\:rHBhJmLiQvmx9789rso0n) for details.

## Deactivate a workflow agent

1. Follow the steps in the [Access your agents](docId\:MdEwF6vrQCh0zC-A5XqX2) section.
2. Click the agent name or click **More > Edit Agent**.
3. Toggle **Active** to **off** to prevent the workflow agent from being triggered without deleting it.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/bs70SyihAc29E9mksE-zN_workflow-setup-workflow-setup-active-toggle.png" size="100" isUploading="false" width="1916" height="838" darkWidth="1916" darkHeight="838" showCaption="false" indent="1"}

4. 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

1. Follow the steps in the [Access your agents](docId\:MdEwF6vrQCh0zC-A5XqX2) section.
2. (Optional) Select **Workflow** from the **Type** drop-down list to only display workflow agents.
3. Click **More** on the workflow agent you want to duplicate.
4. Select **Duplicate Agent**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/AboTbOYUqc6fbcrSje13Z_agents-agent-row-actions-menu-duplicate-agent.png" size="100" isUploading="false" width="2274" height="1028" darkWidth="2274" darkHeight="1028" showCaption="false" indent="1"}

5. Update the agent, including the **Id**, to make it unique.
6. Click **Save** to create the new workflow agent.

### Duplicate from the agent details

1. Follow the steps in the [Access your agents](docId\:MdEwF6vrQCh0zC-A5XqX2) section.
2. (Optional) Select **Workflow** from the **Type** drop-down list to only display workflow agents.
3. Click the agent name or click **More > Edit Agent**.
4. Click **More >** **Duplicate Agent**.
5. Update the agent, including the **Id**, to make it unique.
6. 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](docId\:FvrLzyhZEm8BOwwwqignF).

### Download or copy from the Agents page

1. Follow the steps in the [Access your agents](docId\:MdEwF6vrQCh0zC-A5XqX2) section.
2. (Optional) Select **Workflow** from the **Type** drop-down list to only display workflow agents.
3. Select **More** for the workflow agent you want to download.
4. Click **Download Agent**.
5. Review the information on the **Download Agent** page.
6. (Optional) Toggle **Include output evaluation examples** on if you want to include them.
7. Click **Copy as JSON** to copy the agent to your clipboard.
8. Click **Download** to download the agent to your computer.

### Download or copy from the agent details

1. Follow the steps in the [Access your agents](docId\:MdEwF6vrQCh0zC-A5XqX2) section.
2. (Optional) Select **Workflow** from the **Type** drop-down list to only display workflow agents.
3. Click the agent name or click **More > Edit Agent**.
4. Select **More**.
5. Click **Download Agent**.
6. Review the information on the **Download Agent** page.
7. (Optional) Toggle **Include output evaluation examples** on if you want to include them.
8. Click **Copy as JSON** to copy the agent to your clipboard.
9. Click **Download** to download the agent to your computer.

:::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).
:::