---
title: Target Group Guidance agent
slug: agent-platform/docs/target-group-guidance-agent
createdAt: 2026-10-30T12:00:00.000Z
---

**Target Group Guidance** is an agent in Mark (Optimizely Agent Platform). It creates a visual, step-by-step guide for building a target group in Optimizely Campaign.

- **Challenge** – Mixed logic, action filters, and nested condition groups make target groups difficult to configure in the Campaign UI.
- **Agent outcome** – An interactive HTML canvas that includes step cards, UI row mockups, a progress tracker, and a visual logic flow.
- **Value** – Teams configure accurate target groups faster and reduce segmentation errors before they send mailings.

## Required Optimizely products

The Target Group Guidance agent requires Optimizely Campaign.

## Install agent

:::hint{type="info"}
**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.](docId\:pe0pbUJveWrG8ewvZWDRE)
:::

The **Target Group Guidance** agent is an Optimizely-managed agent, so it is automatically installed in your instance.

You can manage and run the agent from the **Directory**.

1. Go to **Directory > Agents**.
2. (Optional) Enter *Target Group Guidance* or use the drop-down list filters to narrow the list.
3. Click on the **Target Group Guidance** agent.
4. Click **Run** or **Manage**.

![screenshot of the Target Group Guidance entry in the Mark Agent Directory where Run and Manage is highlighted](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/WH56aEPo1NNGNeUjgLFln_target-group-guidance-agent.png)

If **Install** is grayed out, connect the required Optimizely products to your Mark instance first.

## Use the agent

In [Mark chat](docId\:dtNBEttEGVvkhNkwNypLM), enter *@target\_group\_guidance* and provide the following details:

- `target_group_description` – Description of the desired target group.
- (Optional) `recipient_list_id` – ID of the recipient list to use with the target group. The agent retrieves the list fields to identify the values to filter.

The agent creates an interactive HTML [canvas](docId:1_VDSKJ_RG0FEQe0MCTv1) that contains the target group setup guide. The canvas includes a blueprint, a conditions breakdown, numbered configuration steps, a visual logic flow, and tips. When you provide `recipient_list_id`, the agent checks a sample of stored field values to match their format. In Mark chat, the agent returns a summary with the suggested target group name and the canvas link.

To use the **Target Group Guidance** agent in a [workflow agent](docId:2HD0fUsIsfdek516VtN9l), add it to your workflow. See [Create a workflow agent](docId\:KWaI2TBwD38sN7p74exoy).

## Default agent details

These are the default details for the **Target Group Guidance** agent. After you install the agent in your Mark instance, customize these details for your organization's needs. See [Manage agents](docId\:SSeNiblVMXwVvDR_lhtvI) for instructions.

### Input variables

The **Target Group Guidance** agent takes the following input:

- `target_group_description`
- (Optional) `recipient_list_id`

### Tools

The **Target Group Guidance** agent uses the following tools to process your request:

- `browse_web`
- `browse_web_html`
- `campaign_get_recipient_list_fields`
- `campaign_get_recipients`
- `code_execute`
- `create_canvas`

### Default configuration

The agent uses the following default configuration:

- **Inference level** – Standard, which provides fast responses.
- **Files** – None.
- **Output** – Text.

:::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).
:::