2026 Optimizely Mark release notes
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November 10
Mark
- Added OpenAI GPT models to Mark (Optimizely Agent Platform), which gives you a third model provider alongside Anthropic Claude and Google Gemini. Administrators can select OpenAI GPT as the Default Model Provider, and agent creators can select it as the LLM provider for a specialized agent. See Default model provider and Inference level.
- Released Mark Desktop, a native app for Windows, macOS, and Linux that runs Mark on your computer so agents can work with files and folders that a browser cannot reach.
Connectors
- Added the ability to install connectors from the Connectors page, which lets administrators install a connector, enter its settings, and choose its default tools in one place without managing the app in Optimizely Connect Platform (OCP). See Connector tools overview.
- Added connector access requests, which let users click Contact Admin on a connector that is not configured yet to ask administrators to set it up. The request displays in the administrators' Notifications. See Connectors tab overview.
- Added Microsoft Dynamics CRM connector tools, which connect Mark (Optimizely Agent Platform) to Microsoft Dynamics 365 Customer Relationship Management (CRM) so agents can search and update accounts, contacts, leads, and opportunities, and log notes and tasks. Each user signs in with their own account, so agents respect that user's Dynamics security roles.
Agents
- Released agent impact reporting, which lets you attach an estimated value, such as two hours saved, to an agent. Mark records the estimate on every successful run and totals it on the Impact tab of the Agents page, so you can report the value your agents deliver. See Agent impact reporting.
- Added agent ownership, which gives each specialized agent and workflow agent one owner whose identity and credits it uses for autonomous runs, so it is clear whose access an agent uses. Owners can transfer an agent to another person, who must accept the transfer. Administrators can force a transfer, for example, when an owner leaves the company. See Agent ownership and ownership transfer.
- Updated the Feature Experimentation Governance agent to offer chat actions after it creates its report, so you can conclude tests and rollouts, promote rules, archive flags, and mark flags permanent in one conversation. The agent applies each change only after you confirm it.
- Released the following agents to the Agent Directory:
- Campaign Performance Digest – Summarizes the performance of your sent Smart Campaigns in Optimizely Campaign, flags unusual results, and recommends follow-up actions, so you can share a decision-ready report in minutes.
- Campaign Status Insights – Creates a dashboard of your active Smart Campaigns in Optimizely Campaign with previews of upcoming messages and recommended send times, so you see what is sending and what needs attention in one view.
- GEO Readiness Scorer – Scores how ready your site is for generative engine optimization (GEO) and ranks the fixes that recover the most points, which gives you a baseline to track over time.
- Target Group Guidance – Creates a visual, step-by-step guide for building a target group in Optimizely Campaign, which helps you configure accurate target groups and reduce segmentation errors.
Tools
- Added the For Me column to the Tools tab, which lets you turn a tool off for yourself without changing access for other people in your instance. See Tools tab overview.
November 5
Connectors
- (Beta) Added the Adobe Workfront remote Model Context Protocol (MCP) connector, which connects Mark to your Workfront account so agents can manage projects and requests, set up and monitor approvals, plan experiments, and build reporting dashboards without leaving Mark.
- Added the Klaviyo remote Model Context Protocol (MCP) connector, which connects Mark to your Klaviyo account so agents can build email and SMS campaigns, compare channel performance, audit flows, and target audiences by predicted customer value without leaving Mark.
November 2
Mark chat
- Changed the default model provider in Mark from Google Gemini to Anthropic for all customers, so you get higher-quality responses in Mark chat. Administrators who prefer Gemini can select it again in the Default Model Provider setting. See Default model provider.
Connectors
- Added the Figma remote Model Context Protocol (MCP) connector, which connects Mark to your Figma account so agents can turn approved designs into Optimizely Web Experimentation test variations and Optimizely Content Management System (CMS) (SaaS) pages without waiting for a development sprint. Figma stated that usage-based pricing may apply to its MCP server.
October 28
Agents
- Renamed the Mark sub-agent tiers from Deep, Fast, and Mini to Advanced, Standard, and Simple and added a description for each, so you can tell which tier handles which kind of task. See Sub-agents overview.
- Made sub-agent execution logs private, because sub-agents can start from a private Mark chat conversation. Only the person who started the conversation can open a sub-agent execution in Agent Activity Logs. See Agent activity logs.
October 27
Connectors
- (Beta) Added the Adobe Experience Manager (AEM) remote Model Context Protocol (MCP) connector, which connects Mark to your AEM environments so agents can search and manage assets, content fragments, pages, and launches, check content against brand governance rules, and troubleshoot CDN and replication issues without leaving Mark.
October 19
Connectors
- Added the Siteimprove remote Model Context Protocol (MCP) connector, which connects Mark to your Siteimprove account so agents can check pages and HTML for accessibility issues and review Web Content Accessibility Guidelines (WCAG)-based remediation suggestions before you publish.
October 16
Updated the underlying models for Mark's inference levels, improving response quality. See Inference level for the full model mapping.
October 13
Mark
- Released Brand Packs in Mark, which build a comprehensive brand skill from your existing brand guidelines, templates, and portals so your brand team approves every text and image output from Mark. See Brand Pack overview.
- Added variants to the image editor, which generate versions of an image in different sizes for specific channels from a brand-approved template. See Image editor.
- Released the skills directory, a single place to find and use skills that Optimizely built. See Skills directory overview.
- Released the unified directory, the location to find and install agents, skills, and Virtual Teammates for your entire Mark instance. See Directory overview.
Virtual Teammates
- Released the Web Manager Virtual Teammate which keeps your website compliant. See Web Manager.
- Released the Content Marketer Virtual Teammate which ties your editorial plan to real audience signals. See Content Marketer.
Agents
Released the following agents to the Agent Directory:
- Eye Tracking Auditor – Analyzes predictive eye-tracking maps from Optimizely Campaign to identify visual hierarchy issues in email designs, so you can improve layouts before you send.
- Experiment Value Estimator – Generates a stakeholder-ready report on the projected annualized impact of rolling out a winning experiment variation, which helps you communicate the business value of experimentation in dollar terms.
- List Creation – Guides you through creating a global list or wishlist in Configured Commerce, which helps you configure targeted product lists without working across multiple admin screens.
- Product Catalog Auditor – Scans products and variants in Commerce Connect for data inconsistencies, missing attributes, and publishing gaps, which helps you fix catalog defects before products reach live storefronts.
- Promotion Creation – Guides you through creating promotions in Configured Commerce, including rules, results, and website assignments, which helps you configure promotions through conversation instead of across four admin tabs.
- Smart Campaign Design – Reads a campaign brief and generates an Optimizely Campaign flow architecture, including node sequences, A/B test variants, and a master send schedule, which helps you move from brief to build faster.
- WCAG Compliance Auditor – Audits Content Management System (CMS) (SaaS) content against Web Content Accessibility Guidelines (WCAG) standards and applies approved accessibility fixes, which helps you reduce accessibility risk before you publish.
Connectors
- Added tools to the LinkedIn Ads connector that create and update campaign groups, campaigns, and creatives. They also upload media and create sponsored posts, so you can run LinkedIn campaigns without leaving Mark. See LinkedIn Ads connector tools.
October 6
Connectors
- Added Google Tag Manager connector tools, which connect Mark to your Google Tag Manager account so agents can audit and manage tags, triggers, and variables, and publish container versions without leaving Mark.
October 5
Released the Private executions setting for specialized agents, which limits the logs, outputs, and details of each run to the user who triggered it. This lets you use shared agents on sensitive work, such as unreleased campaigns or pricing, without exposing results to others. See Enable private executions in the Create a specialized agent documentation for information.
September 30
Updated the underlying models for Mark's inference levels, improving response quality. See Inference level for the full model mapping.
September 21
Released personal files, which give you a persistent document store in Mark that agents and Virtual Teammates access automatically during task execution. See Personal files overview and Manage personal files for information.
September 18
Connectors
- Added OneNote and Microsoft sensitivity label tools to the Microsoft 365 connector, which let agents manage OneNote notebooks and pages, and apply or check sensitivity labels on OneDrive or SharePoint files.
- Added LinkedIn Ads connector tools, which connect Mark to your LinkedIn Ads account so agents can plan campaigns, report on performance, and analyze ad engagement without leaving Mark.
- Added OpenAI Ads connector tools, which connect Mark to your OpenAI Ads account so agents can manage campaigns, ad groups, and creatives, and report on performance.
- Added Global and European Union (EU) regional endpoints to the Contentful remote Model Context Protocol (MCP) connector. Mark administrators now choose between Contentful (Global) and Contentful (EU) to meet regional data residency requirements.
MCP connectors
- Braze remote MCP connector – Added the Braze remote Model Context Protocol (MCP) connector, which connects Mark to your Braze account so agents can explore campaign analytics, segments, and custom attributes, and generate content such as email templates.
- Fullstory remote MCP connector – Added the Fullstory remote MCP connector, which connects Mark to your Fullstory account so agents can analyze sessions, funnels, and user journeys to identify friction and diagnose product issues.
September 17
Mark platform
- Released sub-agents, which Mark assigns automatically by task complexity so harder questions get more reasoning. Mark manages the Mini, Fast, and Deep tiers on every instance automatically. See Sub-agents overview for information.
- Released retrieval-augmented generation (RAG) for artifacts, which lets Mark search your canvases so Mark chat answers draw on your own work. Mark respects artifact permissions and includes artifacts shared with you. See RAG for artifacts for information.
Workflow agents
- Released the Code step for workflow agents, which runs Python, JavaScript, or Bash without an external service. See Workflow agent code steps and Workflow agent code step examples for information.
- Added a Run iterations in parallel toggle to the workflow agent Loop step, so independent iterations finish faster. See Set the loop execution mode in the Workflow agent loops documentation for information.
- Added a Priority setting to workflow agent triggers, so interactive runs are not delayed by automated batch runs. The options are Standard and Background. See Trigger priority in the Workflow agent triggers documentation for information.
Optimizely Product Recommendations tools
- Released the pr_delete_custom_page tool in Mark to help you delete an existing custom page from your website. See Page and position management for information.
September 13
Updated the Standard, Balanced, and Complex inference levels to Gemini 3.8 Flash, which improves response quality and speed without any change to how you configure Mark or your agents. See Model assignments by inference level for information.
September 2
Released the following Feature Experimentation agents to the Agent Directory in Mark:
- Feature Experimentation Governance agent – Analyzes an Optimizely Feature Experimentation project and generates a read-only HTML governance report on a canvas.
- Feature Flag Implementation agent – Generates a portable SKILL.md file to implement an Optimizely Feature Experimentation flag in a codebase.
August 27
Released the following agents to the Agent Directory:
- Restriction Group Creation agent – Creates product restriction groups in Optimizely Configured Commerce through a step-by-step wizard. This helps you define customer and product restrictions accurately without hand-building API requests.
- Page Builder (PaaS) agent (CMS 13) – Analyzes a document, image, or URL and creates a content item of a specified content type in Optimizely Content Management System (CMS) 13 (PaaS). The agent helps you move from ideation to publish-ready CMS content faster and keep content structured according to Optimizely CMS best practices.
- Content Analysis agent (CMS 13) – Analyzes existing content of a specified CMS 13 (PaaS) content type and produces a markdown skill for creating content of that type. The agent helps you create consistent, on-pattern CMS (PaaS) content and reduce rework caused by inconsistent content structures.
August 25
- Released Virtual Teammates, AI agents that work as first-class Optimizely users with their own Opti ID, persistent memory, and the ability to act across products, which lets you delegate ongoing work instead of re-prompting an agent each time. A Virtual Teammate acts as itself in Optimizely products and on behalf of its principal user in other products. See Virtual Teammates overview for more information.
- Released the Chief of Staff Virtual Teammate, which prepares you for meetings, delivers daily briefings, and helps you prioritize your work. It pulls together your calendar, email, and messages so you start each day with the highlights that matter. See Chief of Staff Virtual Teammate for more information.
- Released the Marketing Analyst Virtual Teammate, which turns raw Google Analytics 4 (GA4) data into short, decision-ready reports on a set schedule, so you no longer log into GA4 to pull numbers by hand. See Marketing Analyst Virtual Teammate for more information.
- Released the SEO & AI Search Analyst Virtual Teammate, which helps you stay visible across both human and AI search traffic. It reasons across Google Search Console, Google Analytics 4, Conductor, and Optimizely AI Visibility Analytics to explain why your performance changed and recommend a fix. See SEO & AI Search Analyst Virtual Teammate for more information.
- Released the CRO Manager Virtual Teammate, a conversion rate optimization assistant that accelerates experimentation and personalization by monitoring user behavior, analyzing competitor UX patterns, and staging experiment configurations directly in Optimizely. See CRO Manager Virtual Teammate for more information.
- Released the Personalization Strategist Virtual Teammate, which builds and runs personalization campaigns end-to-end and reports on their impact, so you can create and scale campaigns with less manual effort. See Personalization Strategist Virtual Teammate for more information.
- Released Team Messages, a real-time messaging layer in Mark where you direct, monitor, and work alongside Mark agents and human teammates across products. You can start group chats and channels, share files, agents, and artifacts, and use mentions to reach the right people. See Team Messages overview for more information.
- Released Brands, which makes every Mark-generated artifact, including decks, documents, and social images, come out on-brand by default, so you can share what Mark produces without restyling each output. An administrator configures the organization's brand once, and a marketer can bootstrap one in the moment when no brand exists yet. See Brands overview for more information.
- Added auto-update for agents installed from the Agent Directory. Installed agents now update automatically when Optimizely publishes a new version, so administrators no longer need to push updates manually. Auto-update is on by default and applies to both specialized and workflow agents. See Agent Directory overview for information.
August 14
Mark platform
- Upgraded the Complex and Code inference levels to run on claude-opus-5. Mark maps each inference level to a model for you, so no action is needed. See Inference level for the full level-to-model mapping.
Optimizely Graph tools
Released the following tools in Mark to help you manage your Optimizely Graph content in Optimizely Content Management System (SaaS), CMS 12 (PaaS), and CMS 13 (PaaS).
- graph_pinned_result – Manages pinned results and pinned result collections in Optimizely Graph.
- graph_synonyms – Manages synonyms in Optimizely Graph. Synonyms help you find content using alternative terms.
July 29
Mark platform
- Released Agent Builder and Skill Builder, which let you configure, build, and iterate on Mark agents and skills directly in Mark chat without switching tools.
- Added Safe URL Browsing, which screens every URL before Mark acts on it to block malware, phishing, and unwanted software. Screening uses always-on Google Web Risk protection, with an optional Cloudflare Radar deep scan.
- Added Version History, which tracks every change made to an agent workflow so you can see what changed, when, and by whom.
- Improved execution status reporting with a new Execution Status Taxonomy, so you can see exactly what is running, what failed, and why without digging through logs.
- Added the ability to automatically and manually Compact a conversation in Mark chat. This lets Mark chat automatically save checkpoints so it can automatically get context from earlier in the conversation.
- Released input guardrails, which give you control over what users ask Mark. You define rules in plain language, and Mark trains a classifier to enforce them automatically. This helps keep Mark responses compliant and on topic.
Workflow agent updates
- Added Nested Workflows, which let you nest a workflow agent inside another to build layered, multi-step automations.
- Added static and predicted parameters, which let you set each workflow variable automatically with the large language model (LLM) or lock it to a static value, so you control how each step runs.
- Added an Agent Update Warning that alerts you before you edit or delete an agent belonging to a workflow, so you can review the impact first.
UX improvements
- Added the ability to edit sent messages in Mark chat, so you can fix a typo or refine a prompt without starting the conversation over.
- Added a rotating tooltip above the chat box that surfaces best practices and helpful features as you work.
Agents
Added the Google Ads Account Auditor Agent, which flags wasted spend and broad-match issues, then returns prioritized actions sorted by timeframe and impact.
Connectors
- Added support for remote MCP servers, which let you bring your own Model Context Protocol (MCP) servers into Mark to extend it with external tools and data.
- Added three connectors that bring external data into your agent workflows:
- Google Workspace connector tools – Reads, drafts, and sends email from inside Mark.
- HubSpot remote MCP connector – Connects your customer relationship management (CRM) data so agents can act on your CRM records.
- ZoomInfo remote MCP connector – Brings B2B intelligence into your projecting and outreach agents.
July 22
Mark platform
- Updated the IP addresses Mark administrators can allowlist if Mark is blocked by your firewall or security settings. See Allowlist Mark.
Tools
- Released the Google Search Console connector tools which let you access and analyze your site's Google Search performance data directly within Mark, without switching between platforms.
- Released additional System tools for Product Recommendations to retrieve algorithm performance reports for a date range to compare which recommendation algorithms drive the most revenue.
June 30
Opal Agent Usage dashboard
- Released a new version of the Opal Agent Usage dashboard, which gives organizations a centralized dashboard for Mark agent usage so administrators can track executions, monitor credit consumption, and see which agents and users are most active. The updated dashboard displays summary cards, an execution-type breakdown, agent and top-user tables, and weekly active-user trends over your selected time period. See Optimizely Reporting for Mark for more information.
Mark platform
- Released the Agent Library, a browsable catalog on the Mark chat homepage where you can find and launch more than 45 pre-built agents in one click, so discovering the right agent no longer means knowing where to look.
- Released Personalize Mark, a pinned onboarding agent that walks you through connecting your tools and building skills in a guided, role-based session, so you get value from Chat in your first few minutes.
- Added agent sharing and visibility controls, which let you keep an agent private or share it with named people or your whole organization, with permission levels that govern who can view, run, edit, or delete each agent. New agents default to private on instances where the feature is enabled (not available on all tiers). See Share agents and manage visibility.
- Released an image editor in Mark chat, which lets you refine a generated image without starting over by detecting and selecting visual elements, transforming them with brush controls, queuing batch edits, and applying smart aspect ratios, so you generate and fine-tune images in one place. See Image generation.
- Released the Skills builder for general availability, which lets you create and manage reusable skills that agents draw on, so you tailor Mark to your own workflows.
- Added the ability to export workflow agent execution logs to comma-separated values (CSV) or Excel with date-range filtering, and added the same date-range selection to specialized agent log exports, so you can pull an audit trail on demand for performance tracking and compliance. See Workflow agent logs and Specialized agent logs.
Agents
Released the following agents:
- Meeting Notes Summary agent – Turns raw notes or a transcript into a shareable one-page summary of decisions, owner-assigned action items, and open questions, so nothing from a meeting gets lost.
- Meeting Follow-up Email agent – Turns meeting notes into a ready-to-send email covering decisions, action items with named owners, and next steps, so you send a clear recap in minutes.
- Meeting Preparation agent – Turns your agenda, prior notes, and attendees into a one-page brief you can read in under two minutes, covering the goal, key context, talking points, and decisions to make, so you walk in prepared.
- Newsletter Body Editor agent – Drafts engaging email body copy from a topic, audience, and brand voice, so you go from brief to on-brand draft in one step. See
- Email Ideation agent – Brainstorms five to seven newsletter themes and content angles tailored to your niche and goals, so you start from ideas instead of a blank brief.
- Email Subject and Preview Text Generation agent – Generates paired subject lines and preview text optimized for specific psychological triggers, so you have ready-to-test copy that can lift open rates.
- Email Performance Comparison agent – Compares past and current email campaigns across key performance indicators (KPIs) to surface what drove results, so you can repeat what works in your next send.
- LinkedIn Ad Brief Generation agent – Builds a complete LinkedIn ad brief from a product name and URL, with copy variants, ranked call-to-action (CTA) options, and an optional competitor benchmark that all fit LinkedIn's character limits, so copy is ready to paste into Campaign Manager.
- Presentation Outline Generation agent – Turns a topic, audience, and goal into a slide-by-slide outline with key messages, suggested content, and speaker notes, so you build a deck from structure instead of a blank page.
- Webinar Outline agent – Turns a topic and optional notes into a ready-to-run outline with timed sections, talking points, engagement moments, and pre- and post-event checklists tuned to your goal and duration, so you can plan a webinar end to end.
- Social Media Image Generation agent – Generates correctly sized, platform-ready images for LinkedIn, Meta, X, display ads, and email from a text prompt or a reference image, so visuals stay on-brand without resizing guesswork.
- Image Resizer agent – Resizes an uploaded image to exact specifications for LinkedIn, Instagram, Meta, X, Google Display, email headers, and web banners from preset names or custom dimensions, so every format comes back ready to use in one place.
- Image Text Remover agent – Removes overlaid text such as captions or burnt-in subtitles from an uploaded image and fills the cleared area with the surrounding background, so you can reuse an image without its original text.
- Image Metadata Ideation agent – Analyzes email content from Optimizely Campaign to suggest accessible alt text and titles for images, so your emails stay accessible and compliant. Requires Optimizely Campaign.
- Case Study Generation agent – Produces a publication-ready B2B SaaS case study from a company name and background material such as interview notes or a transcript, complete with cited metrics, verbatim quotes, and before-and-after results, so you turn raw inputs into a polished study fast.
- Image Alt Text Generation agent – Audits up to 20 images on any page URL, scores existing alt text against Web Content Accessibility Guidelines (WCAG) 2.1 AA, and returns ready-to-use copy with a prioritized fix list, so you meet accessibility standards and strengthen search engine optimization (SEO) without checking images by hand.
- Agent Visibility Analytics Insights agent – Examines your Agent Visibility Analytics dashboard to surface trends, anomalies, and recommended actions based on a chosen analysis framework, so you find insights without digging through the data yourself.
- Page Builder agent – analyzes a document, image, or URL and creates a CMS (SaaS) content item of a chosen content type following best practices, so editors move from idea to finished content quickly.
- Content Analysis agent – Analyzes a content type to find structural patterns and best practices and returns a set you can feed into the Page Builder agent, so generated content matches your CMS (SaaS) conventions.
- Content Model Creation agent. – Analyzes URLs or images to build best-practice content models and references existing models to prevent duplicates, so your content architecture stays consistent in CMS 13 (PaaS).
- GEO Schema Optimization agent – Analyzes page content and recommends or generates schema types and JSON-LD markup, so your content in CMS 13 (PaaS) is more discoverable across search engines and large language models (LLMs).
- SEO Metadata Implementation agent – Analyzes webpages and generates optimized meta titles, descriptions, and OpenGraph tags, then applies them as drafts in CMS 13 (PaaS), so you improve search rankings without manual edits
- Conductor AEO Gap Finder agent – Finds high-priority Answer Engine Optimization (AEO) content gaps by analyzing your website against tracked competitors.
- Conductor AI Brand Visibility Report agent – Delivers a snapshot of your brand's visibility across ChatGPT, Gemini, and Perplexity.
- Conductor Competitive AI Share of Voice agent – Compares your brand against tracked competitors across ChatGPT, Gemini, and Perplexity. Share of voice measures how often AI engines mention your brand compared to competitors.
Tools
- Added Zoom Meetings connector tools, which connects Mark to your Zoom meetings so agents can work with meeting content.
- Added additional system tools for Optimizely Data Platform (ODP).
CMS 13 Tools
Released tools to help you work with display templates and upload media. See Display template tools and Media tool.
- paas_cms_list_display_templates – Lists all display templates. Takes no parameters.
- paas_cms_get_display_template – Retrieves one or more display templates by key.
- paas_cms_create_display_template – Creates a display template. Scope the template to exactly one of NodeType, BaseType, or ContentType.
- paas_cms_update_display_template – Updates an existing display template. Only provided fields are updated. Omitted fields are unchanged.
- paas_cms_upload_media – Downloads a file from a publicly accessible URL and uploads it as a media asset in CMS.
June 24
Mark platform
- Added bulk delete, which lets you select multiple chat threads, specialized agents, workflow agents, or skills and remove them in one action.
- Added model provider selection at the instance and specialized agent level, letting you choose the model that best fits each use case.
Mark chat
- Updated the activity stream so you can follow what Mark does while it responds:
- Added inline tool status, which shows the tools Mark uses in real time.
- Added context pickup pills, which show the context Mark pulls into a response. See Access and explore Mark chat.
- Added a keyboard shortcut that stops a response when you press Escape, so you can halt Mark without clicking Stop. See Stop a response.
Agents
- Added execution-log export for specialized and workflow agents, so you can export a custom date range to analyze run history.
- Added skill preview in the agent editor, so you can review what a skill does before adding it. See Skills in the Prompt details documentation.
Skills
- Added skill watching, so you receive a notification when another user updates or deletes a skill you watch. See Watchers.
- Added skill import and export, which lets you reuse skills across instances or keep an external backup. See Import and export skills.
- Added a scope switcher to the skills, which lets Mark Administrators move a skill between Personal and Organization without recreating it. If the shortcut is already in use, Mark appends -personal or -org so it stays unique. See Switch a skill between personal and organization.
- Added file attachment support to the skill creation tool, so agents can attach files when building skills for you. See the Skills management tools.
RAG for CMP
- Improved retrieval-augmented generation (RAG) asset search for Content Marketing Platform (CMP), which lets you filter assets by library folder name or path. Mark returns content from the folder you specify, giving more precise results.
- Added relevancy explanations to the assets Mark suggests from your content library. Each explanation shows why Mark selected the asset, helping you decide whether it fits your request.
- Released RAG support in the European Union (EU) region. Customers with EU data residency requirements can now use RAG while Optimizely keeps their CMP data within EU-based infrastructure. See Retrieval-Augmented Generation (RAG) overview for information.
June 8
PowerPoint and Word document creation – Released the ability for Mark to read, create, and edit .docx and .pptx files when you enable the code_execution tool. Create and update on-brand PowerPoint and word documents without leaving Mark. See Generate PowerPoint presentations and Word documents with Mark.
June 4
Mark
- EU app hosting – Added an EU region for Mark hosting so European customers can keep data within the EU. See Data residency for details.
- Notification types – Added five notification types under new Skill updates and Guardrails categories. Stay informed about changes to skills your agents use and quality issues with agents you watch. See Notifications overview for details.
- Permissions for sharing canvases – Added space-level sharing permissions to canvases. Grant teammates view, edit, or manage access to a canvas without leaving Mark. See Manage canvases for details.
- Limitless 1:1 Personalization – Released Limitless 1:1 Personalization, which uses Mark to generate landing pages for each target account or audience segment. Scale mid-funnel content without manual production limits. See Limitless 1:1 Personalization for details.
Agents
- Experimentation Program Overview agent – Released the Experimentation Program Overview agent, which generates a Quarterly Business Review-style report on your experimentation program performance. Identify successful strategies, areas for improvement, and stakeholder-ready insights. See Experimentation Program Overview for details.
- Experiment Value Estimator agent – Released the Experiment Value Estimator agent, which projects annualized impact and revenue lift from winning experiments. Quantify return on investment and support confident shipping decisions for winning variations. See Experiment Value Estimator for details.
- Experiment Backlog Prioritization agent – Released the Experiment Backlog Prioritization agent, which scores testing ideas using the Potential, Importance, Ease (PIE) framework. Get a ranked plan that eliminates subjective decision-making and identifies high-impact ideas first. See Experiment Backlog Prioritization for details.
- Standard Audience Builder agent – Released the Standard Audience Builder agent, which builds and troubleshoots standard Optimizely Data Platform (ODP) audiences through natural language. Translate plain-language goals into validated audience configurations and remove the technical barriers of audience creation. See Standard Audience Builder for details.
- Real-time Audience Builder agent – Released the Real-time Audience Builder agent, which creates, updates, and troubleshoots Optimizely Data Platform (ODP) real-time audiences through natural language. Target customers in real time without manual configuration. See Real-time Audience Builder for details.
Connector tools
- Microsoft Teams tools – Added Microsoft Teams tools to Mark. Create chats, send messages, reply to channels, and check team member availability without switching apps. See Microsoft 365 connector for details.
- Microsoft Outlook tools – Added Microsoft Outlook tools to Mark. Manage email, schedule calendar meetings, check attendee availability, and configure mailbox settings without switching apps. See Microsoft 365 connector for details.
- Google Ads tools – Added Google Ads tools that connect Mark to your Google Ads account. Review campaigns, performance, and ad data through Mark chat without switching tools. See Google Ads tools for details.
MCP connectors
- Gamma remote MCP connector – Added the Gamma remote Model Context Protocol (MCP) connector. Generate AI-driven presentations and webpages, customize templates, and manage folders without leaving Mark. See Gamma remote MCP for details.
- GitHub remote MCP connector – Added the GitHub remote Model Context Protocol (MCP) connector. Search repositories, read source code, manage issues and pull requests, and automate development tasks without leaving Mark. See GitHub remote MCP for details.
CMS (SaaS) tools
Decommissioned CMS GEO tools – Removed cms_geo_apply and cms_geo_analysis, which the CMS content tools now replace. Update any agents or workflows that referenced them. See System tools for Content Management System (SaaS) for details.
June 1
Quality tab – Released the Quality tab for specialized agents. Use it to score every run, detect drift from established behavior, and recover runs that go wrong. This means you can scale agents across your organization without manually reviewing every execution. The Quality tab contains the following three features:
- Output Evaluation uses an AI model to score each run against criteria you define. Configure up to 10 evaluation criteria and a baseline evaluation score between 75% and 95% in 5% increments. Provide up to five output examples or conversation samples that represent expected quality.
- Execution Guardrails detect runs that deviate from your agent's normal behavior. The guardrails progress through Learning, Watching, and Enforcing modes based on successful runs observed. You control sensitivity and whether Mark stops flagged runs automatically.
- Execution Advisor recovers flagged runs with corrective guidance and retries failed tool calls with adjusted input. It also reviews sensitive tool calls (such as email, publish, or delete) with inline Approved or Blocked verdicts.
See Quality tab overview for details.
May 27
Added a Skills section to the specialized agent edit and create pages. You can now apply reusable organizational context, such as brand voice, product taxonomies, and compliance language to your agent without rewriting prompts. Mark selects organization skills automatically based on your agent's prompt or tools. You can also insert specific skills at exact points in your prompt using the Choose skills picker. The picker lists every organization skill that has a shortcut. See Create a specialized agent for details.
May 26
Mark chat
- Added automatic scroll to the latest message. When you reopen a previous conversation, Mark now scrolls to the most recent message so you can pick up where you left off. See Access and explore Mark chat.
- Improved the Stop button responsiveness after sending Mark a message. The Stop button now responds immediately when you click it, so you can interrupt a running agent without delay. See step 17 in through the Mark website or step 14 in an Optimizely product. Also see Stop a response.
Canvas
- Added a raw markdown editing mode. You can now toggle to a raw source view on markdown files in Canvas and edit the underlying markdown directly to control your document structure. See steps 3 and 4 in the text/markdown section.
- Added a loading state for Canvas files. Canvases now display a loading skeleton while your files load, so you know files are loading instead of seeing an empty state. See Canvas overview.
Agents
- Added View Agent button in workflow agent execution logs. When viewing a workflow execution, you can now click through to the agent editor to view or modify the agent's configuration, making it easier to iterate on your workflows. See step 17 in the completed and failed section of the Workflow agent logs documentation.
- Improved workflow loop validation. The workflow editor now prevents you from creating multiple starting steps inside a loop, catching a common configuration error before you run your workflow. See Workflow agent loops.
- Added a start time and a no-end-date option for scheduled workflows. When configuring a recurring schedule, you can now specify when the schedule begins and optionally let it run indefinitely, so the workflow runs on the cadence you need without manual end-date management. See Configure a scheduled trigger.
- Added array and list input variables. Specialized agents can now accept array or list inputs, so you can pass multiple values to a single parameter when running an agent. See step 3 in the Define input variables section.
- Added filters for agent creator and modifier. You can now filter the agents list by who created or last modified an agent. The lists sort alphabetically and surface agents you created at the top. See Find your agent.
- Added raw markdown editing for agent prompts. You can now toggle to raw markdown mode when editing agent prompts to control formatting directly. See Core skill.
Skills
- Added a code-editor-style file explorer for skill files. The skill file upload experience now uses a file explorer widget, making it easier to manage multiple files attached to a skill. See step 9 in Create an organization skill or Create a personal skill.
- Updated the skill creation screen. The skills interface now has a clearer layout and helper text, making it easier to find the skill you need. See Skills overview.
- Added support for PowerPoint and Word files. Skills can now work with PPTX and DOCX files, so you can process more document types with code execution. See step 6 in Components of a skill.
Notifications
- Launched browser notifications. You now receive browser notifications when important events happen in Mark, such as when an agent you are watching is updated or a scheduled workflow completes, so you do not need to keep the Mark tab open to know when things finish. See Enable browser notifications.
May 22
CMS 13
Released tools to help you create and manage content and content types, optimize for search engines, and improve AI discoverability. See Available tools for CMS 13.
- paas_cms_list_content_types – Lists all content types in CMS.
- paas_cms_get_content_type_details – Retrieves detailed information about a specific content type, including all property definitions with types, validation rules, and group assignments.
- paas_cms_create_content_type – Creates a content type with a key, display name, base type, and property definitions.
- paas_cms_update_content_type – Modifies an existing content type's display name, description, or property definitions.
- paas_cms_delete_content_type – Deletes a content type from CMS. The content type must not have any existing content instances.
- paas_cms_list_property_groups – Lists all property groups in the CMS with their names and sort order.
- paas_cms_create_property_group – Creates a property group with a unique key and optional sort order.
- paas_cms_get_content_data – Retrieves a content item's data including all non-metadata properties. Fetches a specific version or the latest published version.
- paas_cms_update_content_item – Updates properties on a content item. Accepts a JSON object of property name and value pairs. If no contentkey is specified, creates a content item as a draft. Returns a contentKey (GUID) and contentVersion for subsequent operations.
- paas_cms_delete_content_item – Moves a content item to the waste basket. An editor can restore the item.
- paas_cms_publish_content_item – Publishes a content item immediately or schedules it for a future date and time. Requires a content version number.
- paas_cms_create_content_variation – Creates a locale variation of a page or experience content item.
- paas_cms_get_content_preview_url – Generates a preview URL for a specific content version, letting Mark fetch and analyze the rendered HTML.
- paas_cms_seo_analysis – Analyzes content SEO performance and provides AI-powered recommendations.
- paas_cms_seo_edit – Applies SEO recommendations to CMS content.
- paas_cms_geo_analysis – Performs an AI-powered audit of content for LLM discoverability.
- paas_cms_geo_apply – Applies JSON-LD schema templates to the content's JsonLdTemplates property. Creates a draft version with the schema markup.
May 18
Released the following agents to the Agent Directory:
- Experiment Backlog Prioritization – Transforms your list of testing ideas into a ranked, actionable plan. It scores each idea against the PIE (Potential, Importance, Ease) framework.
- Experiment Value Estimator – Transforms your winning test results into a clear, stakeholder-ready business case. It calculates projected annual impact, quantifies revenue lift, and applies an optional conservative discount to anchor expectations
May 14
Optimizely Product Recommendations
(Beta) Released Mark chat for Product Recommendations. Mark provides contextual guidance directly within the product. Take Mark's help to manage high-level workspaces, retrieve algorithms, define website layouts, manage recommendation blocks, and analyze the impacts of your product recommendations. See Use Mark with Product Recommendations.
May 11
CMS (SaaS) Mark tools
Use the CMS (SaaS) Mark tools to list, view, create, and update styles for rows, columns, sections, and content types, directly through Mark chat. Combined with Mark's existing ability to create and manage CMS content, you can now handle the full content creation and editing experience without leaving Mark.
- List available styles – Ask Mark to return all styles available in your instance, including what content they apply to, whether they are set as default, and a summary of their settings.
- View style details – Ask Mark for the full details of any style, including its settings and available choices.
- Create a style – Describe the style you want, including its name, what it applies to, settings, and choices. Mark creates it for you.
- Update an existing style – Change a style's name, default state, or settings without rebuilding it from scratch.
May 7
Mark
- Released memory so Mark remembers your preferences and past interactions, and each output builds on the previous one without you repeating yourself.
- Released the Artifacts page, which organizes everything you created in Mark in one searchable location so you can find earlier work without manually tracking it down.
- Added notifications so you can respond to agent changes and execution failures without checking execution logs or monitoring long-running agents.
- Added multi-turn conversation mode so you can iterate with specialized agents in Mark chat until the output matches what you need.
- Added chat pills, which are pre-populated prompts you can run with a single click when you open Mark.
- Released action cards which are rich, inline components that replace plain text responses with something you can see, interact with, and act on right inside Mark chat.
- Added Content Marketing Platform (CMP) context with RAG so Mark has full context of your campaigns and content. You can ask questions in Mark chat, surface assets, and get recommendations tailored to your work. See RAG for Content Marketing Platform for more information.
- Added Chat modes, so you can match Mark's output depth to your task.
- Renamed Instructions to Skills in the Mark UI. Any agent instructions you previously authored now display in Context > Skills with no change in behavior. See Skills overview.
- Added Idea Builder, which generates test ideas informed by your previous experiment results. (Web Experimentation only).
Agents
- Added the Page Performance Evaluation agent, which runs a Lighthouse audit and visual screenshot analysis on any live URL and identifies what is affecting your scores along with specific fixes.
- Added the Competitor PageSpeed Analysis agent, which runs Lighthouse audits on your page and a competitor's page and returns a side-by-side gap analysis with prioritized actions.
- Added the Page Conversion Optimization agent, which audits any live page and returns a list of fixes ranked by conversion impact so you know what to address first.
- Added the Page Copy Optimization agent, which analyzes your live page copy and generates versions optimized for clarity, conversion, and market fit.
- Added the Experiment Conflict Checker agent, which checks a new test against every live experiment in Web Experimentation, Performance Edge, or Personalization before you launch it, so audiences and variables do not overlap.
Tools
- Dynamic tool lookup – Removed the 128-tool limit on dynamic tool lookups, so Mark agents can use all of your configured dynamic tools in a single conversation instead of hitting a cap.
- Google Workspace tools – Added connector tools that give Mark access to data from your Google Workspace, so you can create, update, and act on documents, spreadsheets, presentations, and calendar events without leaving Mark chat. Supported tools include Google Docs, Google Sheets, Google Slides, and Google Calendar.
- Remote MCP servers – Added remote MCP servers that connects Mark to the tools your team already uses, including content platforms, project management, and analytics. Supported integrations include the following:
- RAG tools – Released the following Retrieval-Augmented Generation (RAG) system tools:
- rag_retrieve_from_cmp – Searches your Optimizely CMP data, campaigns, tasks, assets, work requests, and briefs, using semantic similarity and SQL-based queries. Returns results as structured data for use in conversation responses.
- rag_retrieve_from_cmp_as_csv – Searches your Optimizely CMP data, campaigns, tasks, assets, work requests, and briefs, using semantic similarity and SQL-based queries. Returns results as tabular CSV data.
- rag_retrieve_from_optimizely_graph – Search for relevant information in your CMP and CMS data using RAG for Optimizely Graph. The tool provides powerful search, filtering, and content delivery capabilities for your applications. The tool can return both structured documents (like content items) and unstructured analytical data, depending on your query.
April 30
Workflow agents
- Added new options to the workflow agent menu for downloading and copying workflow agents as JSON. See Manage workflow agents.
- Added trigger details and agent information to the workflow execution log for improved visibility into run behavior. See Workflow agent logs.
- Added an option to configure case sensitivity for condition evaluation in workflow agents. This lets you control whether conditions are matched exactly or regardless of letter casing. See step 8 in Workflow agent conditions.
- Moved the View Agent option in the workflow panel from the footer to the top of the panel for quicker access. See Create a workflow agent.
- Improved error messages across workflow agent operations to help you resolve issues faster. For example, validation now clearly indicates when a condition value is missing before saving, or when an email address is already in use. See Create a workflow agent.
Mark chat
- Updated Optimizely Chat to automatically focus the input field on load, so you can start typing immediately without clicking into the field first. See Access and explore Mark chat.
- Added the ability to pin conversations to the top of the sidebar for quick access to frequently used threads. See step 7 in Through the Mark website and step 9 In an Optimizely product.
- Updated Mark to collapse streaming responses by default during generation, reducing visual noise while content loads. See Access and explore Mark chat.
April 22
Optimizely Web Experimentation
Added Idea builder, a dedicated tool in Web Experimentation that generates experiment ideas using Mark. Provide context about your page, goal, and research, and Mark returns specific, actionable test ideas you can save, refine, and act on. Optional inputs such as heatmap images, qualitative research documents, or analytics notes further improve the quality of generated ideas. See Idea builder for Optimizely Web Experimentation for information.
April 14
Mark chat
- Improved chat history sorting so your most recently active conversations display at the top, making it faster to resume recent work without scrolling. See Access and explore Mark chat.
- Added undo support for pasted content in the chat input, so you can quickly revert accidental pastes without manually deleting content. See step 12 in the Mark chat user interface.
- Added message queuing in chat, which lets you type and send follow-up messages while Mark is still responding. Messages display as queued cards and send automatically once the current response completes, so you can stay in your flow without waiting. See Queue messages while Mark works.
Agents
- Added the ability to export agents as JSON files, making it easy to back up or share your agent configurations across Mark instances. See Download or copy a specialized agent as JSON for information.
- Added JSON file import for agents, so you can restore or transfer agent configurations across instances. See Configure a specialized agent from JSON for information.
- Improved the workflow agent editor to automatically center on the trigger node when you open a workflow, giving you a clearer starting point.
- Added helper message support for chat-triggered workflows, which lets workflow authors provide guidance text that appears when the workflow is activated. See step 3 in Configure a chat input trigger.
- Improved workflow builder UI consistency with better sidebar layouts, node sizing, and icon updates.
Skills
- Improved skills disambiguation so that when you ask Mark to edit a skill from chat, it correctly identifies which skill you mean even when names are similar.
- Redesigned the skill create and edit form with a new Activation Trigger section that uses progressive disclosure, making it easier to configure when skills activate. See the Activation trigger section in the skills overview documentation.
Tools
- Improved the Optimizely documentation search tool with better pickup accuracy and more relevant results, helping you find answers faster. See System tools overview for information.
April 13
Released the following Optimizely Product Recommendations tools in Mark to help you monitor and analyze product, search, and category performance directly in Mark.
- pr_get_category_report – Retrieves a category report containing performance metrics based on a provided date range and site configuration.
- pr_get_search_report – Generates a search report detailing search performance and metrics for a specific site and timeframe.
- pr_get_trend_report – Retrieves a trend report analyzing performance by product, brand, or category over a designated period.
April 7
CMS 13
Released the Optimizely.Cms.OpalChat 2.0.0 NuGet package that includes Mark chat, so editors can access AI-powered assistance without leaving CMS.
April 1
Mark platform
- Added file type icons when attaching certain files (for example, .docx, .xlsx, and ppt) to an agent, making it easier to identify your uploads at a glance.
Agents
- Updated the webhook trigger with a redesigned configuration form that streamlines configuration and lets you select product instances directly within the trigger configuration.
- Updated webhook triggers to support default authentication header values for Content Marketing Platform (CMP), eliminating the need to configure custom values when the defaults meet your requirements. See Workflow agent triggers.
- Added parameter generation logs to workflow execution logs. When agents include tool calls, the logs display within thinking chunks and capture how Mark interprets input, isolates required parameters, and constructs the JSON structure passed between agents.
Tools
- Released nested type schema support for custom tool parameters. Custom tools now accept complex, deeply nested data structures, including objects within objects, arrays of objects, and enums, letting you create richer integrations with external systems. See for information.
March 30
Skills
- Added the ability to create personal skills in Mark. Personal skills let you customize how Mark responds to your requests, tailoring its tone, format, and behavior to your individual preferences. See Create a personal skill for information.
- Added the ability to create and edit personal or organization-wide skills directly from a conversation. Enter save this as a skill or click Create skills at any point in a chat and Mark generates the skill, presents a review form, and saves it on confirmation. See step 9 in Through the Mark website for information.
- Released skill mentions, which let you reference saved skills inline in Mark chat by entering / or clicking Use Skills. Use these to explicitly apply a specific skill to any prompt without moving away from the Mark conversation. See step 15 in Through the Mark website or step 12 In an Optimizely product for information.
Agent logs
- Added the ability to view credit usage directly within agent logs, giving you visibility into how credits are consumed per agent run. See Specialized agent logs and Workflow agent logs for information.
- Added the ability to export execution logs for specialized agents, letting you download and analyze agent run history outside of Mark. See Specialized agent logs for information.
Workflow agents
- Released the ability to view specialized agent details directly in the workflow builder, giving you immediate access to agent configuration without leaving the workflow context. See Create a workflow agent for information.
- Enhanced support for multiple logic outcomes within a single workflow agent condition, letting you build more precise and flexible workflow branching without creating additional logic blocks.
- Streamlined navigation so that clicking a workflow agent opens the workflow directly, reducing the number of steps needed to access and edit agent configurations. See Create a workflow agent for information.
- Added the ability to stop agent execution directly from the logs, giving teams greater control over running agents without navigating away from the log view.
Mark agents
Released the following agents to the Agent Directory:
- Content Ideation agent – Generates 10 content and campaign ideas for any topic, audience, or quarter by combining live web research with competitor gap analysis and seasonal opportunity mapping.
- Social Post Research agent – Researches trending angles, competitive context, and hashtags for any campaign topic, then packages findings into a structured brief ready to hand off for social post creation.
- Social Post Generation agent – Takes a topic, URL, or key message and generates platform-native social posts for LinkedIn, X, Instagram, Facebook, and TikTok.
- Creative Brief Generation agent – Takes a campaign description, asset type, and key message and generates a complete, structured creative brief covering strategy, audience, messaging, and visual requirements, ready to hand off to a creative team or agency.
- E-E-A-T Checker agent – Evaluates any piece of web content against Google's E-E-A-T quality signals, rating experience, expertise, authoritativeness, and trustworthiness with concrete evidence pulled directly from the content.
Mark tools
Released the following connector tools:
- Microsoft 365 connector tools (Depending on configuration)
Released user-level authentication for certain connector tools, letting individual users link their personal third-party accounts to Mark. Mark can now perform actions using each user's specific identity and permissions, ensuring accurate action attribution, granular data privacy, and a more personalized experience. See Connectors page overview for information. See the following documentation for connector tools that support user-level authentication:
- Microsoft 365 connector tools (Depending on configuration)
Released support for remote Model Context Protocol (MCP) connector tools, extending Mark's capabilities by connecting to approved external MCP servers. When a Mark administrator enables a remote MCP for the organization, individual users authenticate their personal accounts so Mark can act on their behalf with their specific permissions and data access. See Connectors page overview for information
March 27
- Released a new version of the GA4 Web Traffic Report Generation agent. This release includes improvements to custom date ranges, the comparison period, and exact dates are now printed before the report runs and shown in the header, so anyone pulling GA4 data manually can match them. See New version available in the Agent Directory overview documentation for steps to update your agent.
March 18
- Removed the creativity setting in the specialized agents configuration. Newer AI models no longer support user-configuration of this. Existing specialized agents that had a creativity value set continue to function normally. The setting is ignored by new models that do not support it.
March 16
- Released a new version of the Real-Time Audience Inspection agent which answers questions about Optimizely Data Platform (ODP) real-time audiences. This version updates the tools called in the agent. See New version available to update the agent if already installed.
March 13
Mark platform
- Released Commerce Connect as a product connection in Mark. This lets a Mark Administrator connect your Optimizely Commerce Connect instance with a Mark instance.
Workflow agents
- Updated the steps to create a workflow from scratch. When you create a workflow agent, you now land directly in the workflow builder with a new sidebar for agent details.
- Updated the workflow agent editor UI. The workflow page now matches the Agent Directory visual style with updated header, scrollable tabbed content with a fixed footer, and the @Agent ID displayed in the sidebar header for quick reference.
- Added the ability to switch between the workflow builder and setup of a workflow agent.
- Updated where you view the workflow agent logs.
- Updated Workflow agent conditions to support multiple logic branches. You no longer need multiple separate nodes for each condition, just add one condition and various branches.
- Added the following to Email triggers for workflow agents:
- Ability to copy the email address. See step 2 in the Configure an email trigger section.
- Pre-populated sender and subject filter rows so you are not starting from scratch. See steps 3 and 4 in the Configure an email trigger section.
- Tooltips on subject filters. See step 4 in the Configure an email trigger section.
- Smarter delete behavior on filter rows. See the Configure an email trigger section.
Specialized agents
- Added the ability to download a record of your specialized agent's execution history as a CSV or Excel file, which is useful for tracking agent usage, reviewing inputs and outputs, and measuring ROI.
- Added the ability to directly add example shots by pressing / or { in the prompt template editor.
March 12
Effective March 12th, 2026 Optimizely may allocate Mark workloads to any of its approved LLM models. Currently, Optimizely's Mark utilizes Google Gemini's family of models as its LLM.
As of March 15th, 2026, Mark's LLM models will include Anthropic Claude's family of models accessed via Google Vertex AI. For the purposes of Optimizely's Data Processor Agreement, Anthropic will become an Optimizely Sub-processor as from March 15, 2026. Optimizely reserves the right to add, remove, and/or substitute Mark's underlying LLMs. All approved LLMs for Mark are detailed in Optimizely's Software Service Services Description. Mark's allocation of workloads to different LLMs and the associated model will not alter how Mark credits are consumed from Mark usage.
March 4
Released a new version of the AI variation development agent for Web Experimentation which helps you modify and update existing website elements, create new ones, and generate and apply enhancement suggestions, while maintaining brand consistency by automatically retrieving page styles.
March 3
Released a new version of the Competitive Insights agent, which provides a thorough review of competitive intelligence and market research on competitors. This version updates the tools called in the agent. See New version available to update the agent if already installed.
March 2
Released a new version of the GEO Auditor agent, which audits any web page for AI search readiness. This version adds the browse_web tool to the agent. See New version available to update the agent if already installed.
February 24
Mark platform
- Introduced the new Agent Builder role, letting users create and manage specialized and workflow agents. This role is for users who need to customize or extend Mark's AI capabilities without requiring administrator privileges.
- Released customizable permissions to create custom roles for Mark users for more precise access control.
- Released the Mark app as a verified application in the Slack Marketplace, streamlining integration and enhancing collaboration for teams. See Mark in Slack.
Mark chat
- Standardized terminology, replacing references to threads and conversations with chats for a cleaner experience. See step 6 in the Through the Mark app section or step 8 in the In an Optimizely product section in the Mark chat documentation.
- Improved the responsiveness of the chat interface by showing a thinking... message immediately after you send a message.
- Added the ability to upload Microsoft Excel (.xlsx) and Word (.docx) files in Mark chat, eliminating the need for file conversions.
Canvas
- Added the ability to download canvases letting you access your canvas content offline and share with stakeholders. The file types you can download depend on the canvas' MIME type. See Available download formats.
- text/markdown
- Microsoft Word – .docx
- PDF document – .pdf
- Plain text – .txt
- Rich text format – .rtf
- Markdown – .md
- text/html
- HTML – .html
- PDF document – .pdf
- Plain text – .txt
- application/x-reactjs
- JavaScript – .js
- JavaScript JSX – .jsx
- application/x-nextjs
- JavaScript – .js
- JavaScript JSX – .jsx
- text/csv
- Comma Separated Values – .csv
- Microsoft Excel – .xlsx
- PDF document – .pdf
- application/vnd.ms-powerpoint
- Microsoft PowerPoint – .pptx
- PDF document – .pdf
- Added an Edit in canvas button directly within Mark's response on the last message in a chat, as long as that message is not an agent output or canvas output already. See Create a canvas.
Agents
- Updated the Agent Directory to show a second description line on agent tiles, making it easier to understand what each agent does at a glance.
- Added the ability to copy variables directly from the execution log sidebar, making it easier to reference and debug agent runs. See step 7 in the Workflow agent log overview section of the workflow agent logs and step 11 in the specialized agent log overview section.
- Launched the ability to add Example shots to your agent's prompt template. Example shots help the agent better understand the desired output format, tone, style, and specific requirements of the task. This reduces ambiguity and can lead to more accurate and relevant responses, especially for complex or nuanced tasks.
- Released the following agents to the Agent Directory:
- Competitive Webpage Analysis agent – Scans your competitors' websites, captures screenshots, and delivers an actionable report with recommended changes to outperform competitors so you can easily see what is working in your market and how to stay ahead.
- Email Content Translation agent – Retrieves and translates the full content (body, subject, preview, and alt-texts) of a specific email in Optimizely Campaign, ensuring accuracy, cultural relevance, and consistent brand voice. It provides the original and verified translated versions side-by-side in a two-column format.
- Email Optimization agent – Analyzes provided newsletter content in Optimizely Campaign to give structured feedback and detailed recommendations for improvement. It evaluates readability, engagement, and visual appeal, offering specific sections for optimization tips, brand consistency checks, A/B testing suggestions, and a dynamic Content Score.
- GEO Auditor agent – Audits any web page for AI search readiness. You can get a comprehensive Generative Engine Optimization (GEO) report covering AI crawler accessibility, Core Web Vitals, schema markup, content structure, and citation readiness, with a prioritized action plan to improve your visibility in AI-powered search engines like ChatGPT, Perplexity, and Google AI Overviews.
- Subject & Preview Text Ideation agent – Analyzes provided email content from Optimizely Campaign to create three highly effective pairs of subject lines and preview texts (focusing on urgency, curiosity, and benefit). It optimizes these pairs to boost open rates, adheres to character limits, and provides a marketing rationale for each suggestion.
Web Experimentation and Personalization tools
Released the following tools in Mark to help you use the AI variation development agent in Web Experimentation and Personalization.
- exp_ve_apply_change – Applies a pending change to the Visual Editor.
- exp_ve_element_glob – Finds elements in the Visual Editor DOM that match a glob pattern.
- exp_ve_element_grep – Searches for elements in the Visual Editor DOM whose content or attributes match a regular expression.
- exp_ve_element_read – Reads the content or attributes of a specific element in the Visual Editor.
- exp_ve_element_tree – Retrieves a partial DOM tree for a specified element and its descendants in the Visual Editor.
- exp_ve_get change_schema – Retrieves the JSON schema for a specific type of Visual Editor change.
- exp_ve_get_selector – Generates a robust CSS selector for a given element in the Visual Editor.
- exp_ve_list_pending_changes – Lists all pending Visual Editor changes for the current experiment or personalization.
- exp_ve_revert_change – Reverts a specific pending Visual Editor change, undoing its effects.
- exp_ve_validate_change – Validates a Visual Editor change object against its schema to ensure it is well-formed.
Content Marketing Platform (CMP) tools
Released the following tools in Mark to help you orchestrate and streamline your content marketing workflows in CMP:
- create_campaign_from_work_request – Creates a new campaign in Mark based on an existing work request.
- create_milestone – Creates a new milestone within a specified campaign or project in CMP.
- create_task_from_work_request – Creates a new task in CMP based on an existing work request.
- create_work_request – Create a new work request in CMP using a specified template.
- get_form_template_by_id – Retrieves a specific form template using its unique identifier.
- get_form_templates – Retrieves a list of all available form templates in CMP.
- get_object_templates – Retrieves a list of available object templates in CMP.
- get_saved_view_resources – Retrieves resources associated with a specific saved view in CMP.
- search_cmp_resources – Searches for various resources within CMP based on specified criteria.
- canvas_to_structured_content – Converts the content of an AI canvas into a specified structured content (an asset type) within a specified CMP task.
- update_asset – Updates various properties of an asset in the CMP Library, including metadata, tags, location, and archival status, using partial updates.
- update_library_asset_field – Update a single field value on a CMP library asset, supporting various CMP field types and value formats.
- update_milestone – Modifies the details of an existing CMP milestone, such as its name, due date, status, or description.
- update_work_request_resource_link – Modifies an existing resource link associated with a specific work request, such as updating its URL, description, or type.
Optimizely Analytics tools
Released the following tools in Mark to help you create explorations in Optimizely Analytics:
- oa_find_metrics – Searches and finds existing metrics from Optimizely Analytics. Uses fuzzy matching on metric names and semantic search on descriptions to find relevant metrics.
- oa_list_apps – Lists all available applications in Optimizely Analytics.
- oa_get_metric_data – Retrieves and executes a specific saved metric in Optimizely Analytics, returning its calculated table data.
- oa_find_datasets – Searches and lists available datasets in Optimizely Analytics. It uses fuzzy matching on dataset names and semantic search on descriptions to find relevant datasets.
February 5
- Added the ability for you to upload .xlsx and .docx files to Mark chat, letting you directly share and collaborate on common document types without having to switch between applications. See the Mark chat section in the Supported file types in Mark documentation.
- Added the Status column to the Skills page to quickly see if a skill is active or inactive.
- Updated skills to be inactive by default. You must now toggle Active to On when creating a skill. This prevents unintended activation of skills and ensures only fully prepared and reviewed skills go live.
Agent Directory
- Updated the organization of agents in the Agent Directory to be structured by use cases, improving the discoverability and navigation while making it easier to find the right agent for a specific task.
- Added a visual indicator displaying if an agent is new. This indicator helps you quickly identify and explore newly added agents, ensuring you are aware of the latest features available to you.
January 27
Agents
Released the following agents to the Agent Directory:
- Content Refresh Analysis – Identifies, sorts by last edit date, and helps resolve duplicate and outdated content (in terms of content guidelines as reference) across a website in CMS (SaaS) to improve Search Engine Optimization (SEO) performance, site credibility, compliance, and content maintenance efficiency.
- Experimentation Program Overview – Creates a report on how your Optimizely Experimentation program is performing using top experiment and win rate data.
- FAQ Creation – Analyzes existing content to generate contextually relevant, Generative Engine Optimization (GEO)-optimized Frequently Asked Questions (FAQs).
- GEO Schema Optimization – Lets you enhance your CMS (SaaS) content's visibility and (LLM) discoverability by automatically identifying opportunities for structured data markup.
- Product Promotion – Builds and configures product promotions in Commerce Connect, seamlessly handling the assignment of products and variants and the application of specific promotion types.
- Profound Citation Gap Analysis – Analyzes competitive citation performance for any topic using Profound's AI search tracking data.
- Real-Time Audience Inspection – Answers expert questions about an Optimizely Data Platform (ODP) real-time audience, its purpose, how it overlaps with other audiences to achieve your stated goal, and other general troubleshooting queries.
- SEO Metadata Implementation – Evaluates existing SEO properties, identifies optimization opportunities, recommends improvements, and upon your approval, creates or updates SEO metadata fields in your CMS (SaaS) instance.
- SEO Metadata Optimization – Evaluates a URL for existing SEO properties, identifies optimization opportunities, and recommends improvements.
OCP connector tools
- Released the Crunchbase connector tools in Mark, which provide AI-powered access to the world's most comprehensive dataset of companies, investors, funding rounds, and key business personnel.
- Released the Zoom Webinar connector tools in Mark, which let you summarize webinar transcripts, get and update webinar details, and get poll results.
CMS (SaaS) tools
Released the following tools in Mark to help you manage your CMS (SaaS) content. See Content items section in the System tools for Content Management System (CMS) documentation for more information.
- cms_create_content_item – Creates a new empty content instance in CMS (SaaS) based on an existing content type.
- cms_get_content_data – Retrieves CMS (SaaS) content data for a specific content item.
- cms_delete_content_item – Deletes a content item from CMS (SaaS) using its unique content key
- cms_publish_content_item – Publishes a specific content version in CMS (SaaS), making it visible to site visitors.
- cms_update_content_item – Updates the value for any property of a content item using a "JSON Merge Patch" algorithm.
Optimizely Graph tools
Released the following tools in Mark to help you manage your Optimizely Graph content in CMS (SaaS) and CMS 12.
- graph_content_type_schema – Your starting point to understand the content structure within your Optimizely Graph instance. The tool lets you and Mark discover available content types and their fields, which is crucial for constructing accurate GraphQL queries.
- graph_content_graphql_executor – Lets you execute custom GraphQL queries against your Optimizely Graph instance. You can retrieve specific content items, filter results, sort, and get aggregated data (facets).
- graph_content_search_tool – Use as a simpler alternative for searching content in Optimizely Graph when constructing complex GraphQL queries might be excessive. It lets you search for content based on a search phrase across a specified content type.
January 22
Personalization
Released the following system tools in Mark to help you with your Personalization projects:
- exp_get_schemas – Retrieves detailed schemas for various Optimizely entities relevant to Personalization. This is a mandatory first step before using the exp_execute_query tool to retrieve actual data about these entities.
- exp_execute_query – Executes a template-based query to fetch specific data from your Optimizely Personalization instance. It lets you retrieve detailed information about various entities.
Experimentation
Released the following Feature Experimentation and Web Experimentation system tools in Mark to help you with your Experimentation projects:
- exp_get_schemas – Retrieves detailed schemas for various Optimizely entities relevant to Experimentation. This is a mandatory first step before using the exp_execute_query tool to retrieve actual data about these entities.
- exp_execute_query – Executes a template-based query to fetch specific data from your Experimentation instance. It lets you retrieve detailed information about various entities such as feature flags, rules, environments, attributes, and events, based on your specified criteria.
- exp_program_reporting_top_experiments – Retrieves experiments that have generated the highest positive or negative lift values within a specified timeframe. It focuses on the performance of individual tests, letting you see which variations of your features are performing best (or worst) against your chosen metrics.
- exp_program_reporting_underperforming_experiments – Helps you identify A/B tests that are not yielding significant or positive results, letting you quickly decide whether to stop, re-evaluate, or iterate on them.
- exp_program_reporting_win_rate – Gives you a high-level overview of the success of your experimentation program by calculating the win rate over a specified period. It is a key metric for understanding the efficiency and impact of your product development cycle.
January 14
Mark platform
- Added appearance setting (font size and dark mode) for users and administrators.
Mark chat
- Added a toggle to show or hide the Mark chat history panel. See Mark chat user interface through the Mark app.
- Updated the Chat input editor and added support for basic Markdown (bold, italics, inline code). See Mark chat.
Tools
- Updated the Mark platform to disable new tools and registries by default, requiring Mark administrators to explicitly enable them.
- Released system tools for Campaign, helping you easily get information about your Smart campaigns.
- Updated the analyze_pagespeed tool's results to display the title of the score returned.
Agents
- Updated workflow agents to let you add a trigger to your workflow first.
- Added the ability to add existing specialized agent executions as Output Evals.
- Added versioning in specialized agents, including the ability to view and restore specialized agents to previous versions. You can also create a new specialized agent based on a previous version.
- Updated the Creativity selection to a slider and updated the options to not include 0.0.
- Updated the Prompt Template to include the ability to add variables, tools, and skills by entering / [, or \ respectively. See Additional prompt template configuration.
- Updated variables in specialized agents.
- Variables are now case-insensitive, making it easier for Mark to correctly map variables regardless of casing. For example, [[Test]] in the prompt template now matches a variable named test.
- Variables cannot have duplicate names. So, if you create a variable named test, you cannot add another variable named test, Test, or some other casing of the same variable name. This ensures data integrity and consistency.
- Updated the tools selection page and added the ability to view a description of the tool before adding it. See Define tools.
- Added a description of the tools listed on the specialized agent page. See Define tools.
- Removed the ability to change an agent's ID for agents installed from the agent directory, making it easier to update these agents in the future.
- Added a link to the agent on the confirmation pop-up when installing agents from the agent director, letting you access the agent quickly and review the newly imported agent.
Product connections
- Added Optimizely Product Recommendations as an option to select from the Product connections.
- Moved the Connections tab to Settings. See Product connections.
Product Information Management (PIM)
- Released Mark chat, letting you interact with Mark from PIM.
- Released system tools for PIM, which help you retrieve general statistics from the Dashboard.
January 12
Optimizely Reporting for Mark
- Added Mark Agent, the primary agent for chat and feature interaction, to the Opal Agent Usage dashboard.
Note
An administrator can toggle generative AI availability off for all users of an instance from the Opti ID Admin Center. See Turn generative AI off.