Optimizely Opal Chat for Campaign
About Optimizely Opal
Optimizely Opal is an agent orchestration platform that helps you explore complex questions, provides clear answers about the Optimizely platform, and offers instructions with links to relevant articles. Opal automates tasks, surfaces insights, and guides decision-making. 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, but 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 Admins.
Click Ask Opal to open Opal Chat, which helps you find information, automate tasks, and enhance your product experience. See Optimizely Opal Overview for information. To close Opal Chat, click Ask Opal again or click Close.
Note
If you use Opti ID, administrators can turn off generative AI in the Opti ID Admin Center. See Turn generative AI off across Optimizely applications.
Prerequisites
For using Opal chat in Campaign you need to:
- Log in to Campaign with Opti ID,
- have a role with access to Opal Chat in Opti ID (e.g. Opal User), see also Opti ID Roles and permissions,
- use a Campaign Client which is in an organization that has an Opal instance.
Opal features
- Translate the full content (body, subject, preview, and alt-texts) of a specific email using the Email Content Translation agent.
- Send Opal newsletter content from Optimizely Campaign to get structured feedback and detailed recommendations for improvement using the Email Optimization agent.
- Create three highly effective pairs of subject lines and preview texts (focusing on urgency, curiosity, and benefit) using the Subject & Preview Text Ideation agent.
- Analyze provided email content to suggest accessible alt-text and titles for the images included using the Image Metadata Ideation agent.
- Analyze and compares email campaign performance using key performance indicators (KPIs) to identify success factors and performance differences with the Email Performance Comparison agent.
Opal user interface
How Opal Chat displays varies by entry point and conversation state. The following screenshots provide a general reference for typical layouts.
Through the Opal app
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 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.
- 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, rename the thread, and delete the chat thread. You cannot retrieve deleted chats.
- Edit in Canvas – Edit Opal's output in a canvas interface.
- Extract to my instructions – Create an organization-wide or personal instruction based on your conversation with Opal.
- Copy – Copy Opal's response to your clipboard.
- Regenerate a response – Have Optimizely Opal respond differently to the same query.
- Give feedback on a response – Click Thumbs up if Opal's response helped. Click Thumbs down if it did not help. If you click Thumbs down, you can add additional information before sending your response to Optimizely.
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.
- Mention Agent – Select an agent to run.
- Use Instructions – Select instructions to use. You can also enter / and select instructions.
- File Upload – Upload files and ask questions about their content. See Supported file types in Optimizely Opal.
- Submit – Submit a request to Optimizely Opal. Click Stop at any time to end Opal's execution.
- Queued messages – Messages sent while Opal is responding display as queued cards below the chat input and send automatically once the current response completes.
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.
- 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, rename the thread, and delete the chat thread. You cannot retrieve deleted chats.
- Edit in Canvas – Edit Opal's output in a canvas interface.
- Extract to my instructions – Create an organization-wide or personal instruction based on your conversation with Opal.
- Copy – Copy Opal's response to your clipboard.
- Regenerate a response – Have Optimizely Opal respond differently to the same query.
- Give feedback on a response – Click Thumbs up if Opal's response helped. Click Thumbs down if it did not help. If you click Thumbs down, you can add additional information before sending your response to Optimizely.
- Chat with Opal – See step 12 in the previous Through the Opal app section for example prompts.
- Mention Agent – Select an agent to run.
- Use Instructions – Select instructions to use. You can also enter / and select instructions.
- File Upload – See Supported file types in Optimizely Opal.
- Submit – Submit a request to Optimizely Opal. Click Stop at any time to end Opal's execution.
- Queued messages – Messages sent while Opal is responding display as queued cards below the chat input and send automatically once the current response completes.
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.
Example prompts for Campaign
You could use promps like the following within Campaign. With the string in the beginning, starting with @, you select an agent that is suitable for the task at hand.
- @translation_mail_content Localize the content of the message node "Creativity bundle" in the Campaign with the ID "12345" for an audience of french-speaking Canadians in the age range of 20-40!
- @newsletter_check Check the content of the message node "Offer for long-term customers" in the campaign with the ID "67890"! The content is intended for women between 30 and 50 who are interested in healthy, sustainable cosmetics and fashion.
- @subject_previewtext_ideation Give me ideas for the message node "Nutrition for Athletes" in the campaign with the ID "54321".
Image features in Opal Chat
Use Opal Chat to create original images or make changes to existing ones by sending a request with a prompt and optional settings.
Create images
To generate an image, send Opal a prompt describing what you want to create. Also include the following optional parameters to customize the result:
- Prompt – Description of the image you want to generate. More detail leads to better results.
- Aspect ratio – Shape of the generated image. If not specified, Opal uses 1:1. Example aspect ratios:
- 1:1 (Square) – Good for profile pictures or Instagram posts.
- 4:3 (Standard landscape) – Common for older TVs or digital cameras.
- 16:9 (Widescreen landscape) – Standard for modern TVs, YouTube videos, and presentations.
- 9:16 (Vertical portrait) – Ideal for Instagram Stories, TikTok, and mobile content.
- Number of images – Total number of image variations to generate, up to four. If you do not specify, Opal generates one.
Note
Be as specific as possible in your prompt to get the best results. Include details such as style, lighting, background, or mood.
Example prompt – Using the brand knowledge you have for Optimizely, create three images for a header image for a blog on Optimizely.com about Optimizely Opal?
Click Edit for an image to open Opal's Image editor. Use the image editor to refine the generated image without recreating it. Select an element, draw over an area, or outline a region with a shape to edit the image.
