Optimizely Opal Chat for Analytics
Optimizely OpalOptimizely Opal is an agent orchestration platform. It answers questions about Optimizely, walks you through configuration steps, and links you to relevant documentation. Opal adapts its communication style to your technical expertise, helping you work smarter and complete tasks more efficiently.
Important
Administrators must grant users access to Optimizely Opal.
Opal is enabled by default for eligible customers. Users do not have access until an administrator enables it for each individual using Opti ID. For steps, see Get started with Optimizely Opal for administratorsGet started with Optimizely Opal for administrators.
Click Ask Opal to open Opal Chat, which helps you find information and automate tasks. See Optimizely Opal overviewOptimizely Opal overview for information. To close Opal Chat, click Ask Opal again or click Close.
Prerequisites
- You must use Opti IDOpti ID to access Opal.
- You must have generative AI enabled in Optimizely.
Opal features
- Analyze an Agent Visibility Analytics dashboard to get a report of trends, anomalies, and insights from your dashboard data using the Agent Visibility Analytics Insights agent.
Opal chat in Analytics
Opal answers your questions about Optimizely Analytics, walks you through configuration steps, and links you to relevant documentation. In Analytics, Opal also completes tasks for you, such as building explorations, creating dashboards, and analyzing results. Opal adapts its responses to your level of technical expertise.
Opal can help you work with your data in Optimizely Analytics. It answers questions, points you to documentation, and completes Analytics tasks on your behalf. Opal works with one Analytics app at a time during a session. Opal can do the following:
- Answer questions about Optimizely Analytics and link to documentation.
- Find events, properties, datasets, cohorts, metrics, saved explorations, dashboards, and experiments.
- Create explorations, including Funnel, Retention, Event Segmentation, Paths, Influence, and Universal Exploration.
- Analyze and summarize exploration and metric data.
- Create dashboards, add explorations to them, and arrange the layout.
- Create experiment scorecards and analyze experiment results.
- Upload CSV data into your data warehouse.
To use these Analytics capabilities from an external AI client instead of Opal Chat, see Optimizely Analytics MCP server overview.
Sample queries
Use prompts like the following to get started.
Questions on Optimizely Analytics
- How can I create a connection to my data warehouse?
- What are derived columns?
- What is the difference between a source dataset and a union dataset?
- How do I create an experiment scorecard?
- What is an audience in Optimizely Analytics?
Ways to explore user behavior and retention trends
- What metrics should I track to measure product engagement, including daily active users, content views, and retention trends, across subscription tiers?
- How do I calculate the percentage of users who shared content after watching it?
- Can you help me analyze how often users rate content on Flix and create an event segmentation analysis for the same?
- How can I use cohort analysis to evaluate user behavior trends over the past quarter and identify ways to boost long-term engagement?
- How can I interpret drop-off points in a user conversion funnel and improve completion rates?
Exploration generation
- Can you create an event segmentation analysis to count the number of users who played content on my website in the last 30 days?
- Construct a retention analysis template to evaluate user retention rates over time, segmented by subscription plan.
- Generate a template for analyzing conversion funnels across different marketing channels to compare their effectiveness.
- Develop an event segmentation template to categorize user interactions based on geographic location and activity type.
Usage
How Opal Chat displays varies by entry point and conversation state. The following screenshots provide a general reference for typical layouts.
Through the Opal website
When accessing through the Opal website, opal.optimizely.com, Opal displays similar to the following:
- Search Opal Chat history – Search one or more Optimizely Opal chats.
- New Chat – Start a new chat. Start a new chat when switching topics to keep Optimizely Opal's responses and chat thread history focused.
- More options – Click Bulk Select to choose multiple chat threads, then click Delete.
- Show or hide Chat history – Toggle the Chat history panel to show or hide.
- Set Product Instance – Select the Optimizely instance that Opal should refer to.
- Chat history – Go to previous chat threads with Optimizely Opal.
- Chat thread options – Additional options to update your chat threads, including the option to copy the chat, copy the chat ID, pin the chat to top of the sidebar, rename the thread, and delete the chat thread. You cannot retrieve deleted chats.
- Regenerate – Have Optimizely Opal respond differently to the same query.
- Create skills – Create an organization or personal skill based on your conversation with Opal.
- Copy – Copy Opal's response to your clipboard.
- Give feedback on a response – Click Thumbs up if Opal's response helped. Click Thumbs down if it did not help.
- Chat with Opal
- Ideate and prompt – Ask Optimizely Opal to research, brainstorm, create things, provide a summary, and so on. Opal can explain terms, walk you through configuration steps, or point you to relevant documentation. It can evolve a rough idea into something more complete, such as expanding a hypothesis or completing a concept.
- Translate content or tone – Translate text into other languages or rewrite content to fit a specific tone or audience.
- Research online – Ask Opal to search the web, summarize content, or extract key information from provided URLs.
- Sample queries
- Summarize this document into key takeaways.
- Extract the details from this timeline and present them to me as a list.
- Give me the audio text and timestamps from this file so I can copy and paste into a subtitle .mov file. Remove any "ums" and "ahs" from the text.
- Develop a test plan for a web experiment comparing two different call-to-action button designs to determine which drives more user engagement.
- Using Optimizely Feature Experimentation, set up a feature flag for the new checkout process and outline a strategy for its gradual rollout and A/B testing.
- How should we personalize content for anonymous users versus logged-in users?
- Extract the key points from this video and create a blog post to promote them.
- Undo – Press Ctrl+Z (Windows) or Cmd+Z (Mac) to undo text typed or pasted in the chat input.
- Add – Upload files and ask questions about their content, or add connectors. See Supported file types in Optimizely Opal and Connector tools overview.
- Mention Agent – Select an agent to run.
- Use skill – Select skills to use. Enter / and select the skill.
- Response speed – Select the speed Opal takes for its response. See Chat modes in Opal chat.
- Submit – Submit a request to Optimizely Opal. Click Stop at any time to end Opal's execution. See Stop a response.
Messages sent while Opal is responding display as queued cards and send automatically when the current response completes. See Queue messages while Opal works.
In an Optimizely product
When accessing Opal through an Optimizely product by clicking a button, such as Ask Opal, Opal displays similar to the following:
- Search Opal Chat history – Search one or more Optimizely Opal chats.
- New Chat – Start a new chat thread. You should start a new chat when switching topics to keep Optimizely Opal's responses focused and your chat thread history focused on the topic.
- More options – Click Bulk Select to choose multiple chat threads, then click Delete.
- Toggle sidebar – Show or hide the chat history sidebar.
- Fullscreen – Expand the Opal Chat window to take up your entire browser window.
- Dock to the side – Dock the Opal Chat as a panel to the side of your browser window. The icon updates to Pop it out
when docked.
- Close – Close the Opal chat window.
- Chat history – Go to previous chat threads with Optimizely Opal.
- Chat thread options – Additional options to update your chat threads, including the option to copy the chat, copy the chat ID, pin the chat to top of the sidebar, rename the thread, and delete the chat thread. You cannot retrieve deleted chats.
- Add – Upload files and ask questions about their content, or add connectors. See Supported file types in Optimizely Opal and Connector tools overview.
- Mention Agent – Select an agent to run.
- Use skill – Select skills to use. Enter / and select the skill.
- Response speed – Select the speed Opal takes for its response. See Chat modes in Opal chat.
- Submit – Submit a request to Optimizely Opal. Click Stop at any time to end Opal's execution. See Stop a response.
Messages sent while Opal is responding display as queued cards and send automatically when the current response completes. See Queue messages while Opal works.
Set a default app
You can set a default app for Opal per organization. When you set a default, Opal selects that app at the start of each session. This way you skip the manual selection step.
- To set a default, confirm an app and choose to set it as your default for future sessions.
- To stop using a default, confirm an app and choose to remove it as the default.
If your default app is no longer accessible, Opal lists your available apps so you can choose again.
Prompt engineering for Optimizely Opal Chat
Make the most of Optimizely Opal by communicating your requests clearly and effectively. Prompt engineering involves crafting precise prompts to get the best results. You can boost Optimizely Opal's ability to support your marketing and product development work with a few simple principles.
Key principles of effective prompting
- Clarity and specificity – Just like giving instructions to a human assistant, clarity and specificity are crucial for Opal Chat. Avoid vague or ambiguous language. The more precise you are with your request, the more accurate and relevant Optimizely Opal's response is.
- Instead of – Tell me about marketing.
- Try – Generate a list of content marketing strategies for ecommerce businesses targeting Gen Z.
- Context and background – Provide relevant context and background information to help Optimizely Opal understand your request better. This can include details about your target audience, campaign objectives, brand guidelines, or specific Optimizely functionalities you want to utilize.
- Instead of – Create a campaign brief.
- Try – Create a campaign brief for a new product launch targeting millennials, with a budget of $10,000, focusing on social media channels, and aligning with our brand's sustainability values.
- Desired output format – Specify the desired format for Optimizely Opal's response, such as a list, a paragraph, a table, or code. This information helps Optimizely Opal structure its output in a manner that is useful to you.
- Instead of – Analyze our A/B test results.
- Try – Analyze the A/B test results for the homepage banner, comparing variations A and B, and provide a table summarizing the click-through rate, conversion rate, and statistical significance for each variation.
- Iterative refinement – Do not expect the perfect response on the first try. Prompt engineering is an iterative process. Start with a general prompt, then refine it based on Optimizely Opal's initial response. Experiment with different phrasings, keywords, and levels of detail to fine-tune the output.
- Examples and demonstrations – Provide examples or demonstrations of the desired output to improve Optimizely Opal's understanding. You can refer to past campaigns, content pieces, or reports as templates for Optimizely Opal.
- Instead of – Write a blog post about A/B testing.
- Try – Write a blog post about A/B testing, similar in style and tone to the example provided in this link: [link to example blog post]. Focus on the benefits of A/B testing for Optimizely Experimentation users.
Tips for effective prompting
- Be clear and specific in your requests.
- Provide context and background information.
- Use examples to illustrate the desired output.
- Break down complex tasks into smaller, more manageable steps.
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.