Manage your Virtual Teammate

Manage your Virtual Teammate in Optimizely Opal to supervise its work, adjust what it does, and control what it can access. You manage a teammate you hired from its own page in Opal. To hire one, see Hire a Virtual Teammate.

This article is for the people who manage a hired Virtual Teammate. You must be a manager of the teammate to change its settings. If you are an Opal administrator managing which jobs a teammate makes available or whether people can hire it, see Manage Virtual Teammates for your organization.

Switch your identity to a Virtual Teammate to work in Opal as that teammate. Acting as a teammate gives you the teammate's own view of Opal, where you can do anything the teammate can. Opal takes every action as the teammate until you switch back. Use it to manage the teammate's connectors, run its agents, or work in its chat on its behalf.

To act as a teammate, complete the following steps in Opal:

Connectors give a Virtual Teammate access to third-party tools, such as Google Analytics 4 or HubSpot. To change a teammate's connectors, switch your identity to the teammate, then manage its connectors. While you act as the teammate, Opal takes your actions as the teammate.

To add or remove a teammate's connectors, complete the following steps:

See Connector tools overview and Connectors tab overview for information on each connector and how to connect them.

In Opal, complete the following steps:

Each teammate has two areas: Supervise for its work and Settings for its configuration.

Track what a Virtual Teammate is doing and what it has produced. Select each section to review it.

Displays upcoming jobs and when they run next, and a history of past runs.

Displays a running record of everything the teammate has produced. Filter by Type, Source, or Visibility. Use the search field to filter by name, and switch between grid and list views.

Configure who the teammate is, what it runs, and where it works.

View the teammate's identity and personality. Edit or deactivate the teammate.

Connect to the external tools to expand your teammates abilities.

Choose the product instance the teammate operates in for each connected product.

Choosing a product and instance tells the teammate where to work. It does not grant access. An administrator assigns the teammate a role on each instance in the Overview of the Opti ID Admin Center.

Permissions define who the teammate works with and the guardrails that keep it on track.

Set the managers who direct, review, and approve the teammate's work, and the teammates it can message and share updates with.

Set the boundaries for what the teammate shares with each audience.

Turn jobs on or off or add a job.

Manage the channels your virtual teammate can be reached on, such as instant messaging.

Pause a Virtual Teammate to stop it temporarily without deleting its history. Unlike deactivating, pausing is reversible. To pause a teammate, complete the following steps:

To resume a paused teammate, click More > Resume.

Deactivate a Virtual Teammate when you no longer need it. You can deactivate a teammate from the More options menu on the Teammates tab, or from its Identity settings.

Deactivating a Virtual Teammate is permanent and deletes the memory and context it has gathered. Deactivate it only when you no longer need that history. Pause a Virtual Teammate instead if you want to stop it temporarily.

To deactivate a Virtual Teammate from the Teammates tab, complete the following steps:

To deactivate a Virtual Teammate from its Identity settings, complete the following steps: