Smart Campaign Design agent
Smart Campaign Design is an Optimizely Opal agent that reads a campaign brief and generates an Optimizely Campaign flow architecture.
- Challenge – Campaign managers must manually translate marketing campaign briefs into multi-segment email flows with proper node logic, timing, and testing.
- Agent outcome – The agent generates a complete Smart Campaign flow architecture with node sequences, A/B test variants, timing, recipient lists, KPIs, UTM parameters, and a master send schedule with inventory-velocity monitoring checkpoints in an interactive canvas.
- Value – Campaign managers accelerate campaign deployment and prevent configuration errors in Optimizely Campaign.
Required Optimizely products
Optimizely Campaign
Install agent
Note
Opal 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 Optimizely Opal instance. See Add users and set permissions.Add users and set permissions.
Install the agent from the Opal Agent Directory.
- Go to Agents > Agent Directory.
- Select Smart Campaign Design.
- Click Install Agent to add the agent to your Opal instance.
Use the agent
Go to Opal Chat, enter @smart_campaign_design, and provide the following details:
- (Optional) campaign_brief – URL to the campaign brief artifact, or an uploaded file.
Note
Provide a URL to an existing campaign brief artifact, such as a brief created with the Campaign Brief Generation agent, or upload the campaign brief as a file. You can also paste the brief directly into the chat, and the agent skips the search and goes straight to flow design. Run the agent without parameters to search your workspace artifacts instead.
If the agent finds more than one campaign brief, it lists them and waits for you to confirm which one to use. If it finds none, it asks you to paste or upload one. If the brief is ambiguous, the agent asks one to four clarifying questions with concrete options and waits for your answers before continuing.
The agent delivers an interactive canvas with a tab for each email flow, flowcharts, node sequences, and a Send Schedule tab with the master send schedule and inventory monitoring checkpoints. The agent also logs an audit protocol table at the end of its response.
To use the Smart Campaign Design agent in a workflow agent, drag the agent into your workflow. See Create a workflow agent.
Details
The Smart Campaign Design agent has the following default details. After you install the agent in your Opal instance, customize these details for your organization's needs.
See Manage agents for instructions.
Input variables
The Smart Campaign Design agent accepts the following input:
- (Optional) campaign_brief
Tools
The Smart Campaign Design agent uses the following tools to process your request:
- rag_retrieve_from_canvas
- get_canvas
- get_primary_chat_messages
- create_canvas
- write_file
- ask_user_question
Additional details
The agent uses the following default configuration:
- Inference level – Complex. 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 applicationsTurn generative AI off across Optimizely applications.