Restriction Group Creation agent
Use the Restriction Group Creation agent in Mark (Optimizely Agent Platform) to define customer and product restrictions in Optimizely Configured Commerce. The agent guides you through a step-by-step wizard.
- Challenge – Configuring a restriction group requires multiple admin API calls, exact Open Data Protocol (OData) filters, and manual universally unique identifier (UUID) lookups.
- Agent outcome – The agent validates the group name and previews matching customers and products. It then creates the restriction group with direct associations or rule-based criteria.
- Value – Commerce teams define customer and product restrictions accurately without hand-building API requests.
Required Optimizely products
The Restriction Group Creation agent requires Optimizely Configured Commerce.
Install agent
Note
Mark 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 Mark instance. See Add users and set permissions.
Install the agent from the Directory.
- Go to Directory > Agents.
- (Optional) Enter Restriction Group Creation Agent or use the drop-down list filters to narrow the list.
- Click Install on Restriction Group Creation Agent to add it to your Mark instance.
If Install is disabled, connect the required Optimizely products to your Mark instance first.
Use the agent
In Mark chat, enter @restriction_group_creation and provide the following details:
- (Optional) groupName – Name for the restriction group, up to 255 characters.
- (Optional) description – Description for the restriction group, up to 2048 characters.
- (Optional) restrictionType – Type of restriction: Hide, Show, or Show Only.
- (Optional) customerScope – Customer scope as comma-separated customer numbers, for example, WEB001000, WEB001001, or natural language criteria such as customers in California.
- (Optional) productScope – Product scope as comma-separated product numbers, for example, ABC123, DEF456, or natural language criteria such as Acme brand products.
Every parameter is optional. The agent prompts for each missing value during the conversation. Provide groupName, restrictionType, customerScope, and productScope to skip the collection steps.
The agent returns a text summary. The summary includes the group name, group ID, restriction type, customer scope, product scope, and activation status. The agent creates every restriction group in an inactive state for review in the Commerce Admin Console.
To use the Restriction Group Creation Agent in a workflow agent, add it to your workflow. See Create a workflow agent.
Default agent details
These are the default details for the Restriction Group Creation Agent. After you install the agent in your Mark instance, customize these details for your organization's needs. See Manage agents.
Input variables
The Restriction Group Creation Agent takes the following input:
- (Optional) groupName
- (Optional) description
- (Optional) restrictionType
- (Optional) customerScope
- (Optional) productScope
Tools
The Restriction Group Creation Agent uses the following tools internally to process your request:
- cfg_commerce_api_proxy
Default configuration
The agent uses the following default configuration:
- Inference level – Complex, which provides advanced reasoning and detail.
- 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 applications.