---
title: Optimizely Agent Platform
slug: cms-12/docs/optimizely-agent-platform
docTags: 
createdAt: 2026-08-10T15:55:54.000Z
---

Optimizely Agent Platform 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. Mark automates tasks, surfaces insights, and guides decision-making. Mark adapts its communication style to your technical expertise, helping you work smarter and complete tasks more efficiently.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/rMMLLrue_GFfNr0N-nKOc_da0ef862584fe9e0c669378a775fabcd69cfa9ea3fee69d8df28cab36b98dfa9-image.png)

## Prerequisites

- You must use Optimizely Content Management System (CMS 12) in Optimizely Digital Experience Platform (DXP) to use Agent Platform with CMS 12.
- Have Opti ID enabled for your CMS instance.
- You must have Agent Platform provisioned at the organizational level. Contact your Customer Success Manager (CSM) to know more.
- You must enable third-party cookies.

See [Add-ons platform compatibility](docId\:qlMSwdEfyS4CJlGWdudqk) for package and version information.

## Install the Mark chat NuGet package

- [Install Mark chat](https://nuget.optimizely.com/packages/optimizely.cms.opalchat/) through NuGet.

## Steps to connect CMS 12 to Agent Platform

### Configure CMS site

Install and configure the Mark chat add-on for your CMS site.

1. Add the following NuGet package to your project.

```javascript
Optimizely.Cms.OpalChat
```

2. In `Startup.cs`, register Mark chat.

```csharp
services.AddOpalChat();
```

3. Configure local environment –
   1. Configure Opti ID login on your local machine. Access the **PaaS Portal** to extract information.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/m18IXqrpsrTYcwceoZAGY_858b737a916bfd1872841451da8d14161827f5cd1d3200f2f36f4e953788b781-opal-screenshot.png)

:::Paragraph{listStyleType="decimal" listStart="2" indent="2"}
Copy your **Client Id**, **Client Secret**, and **Instance Id**, and paste them into the configuration as follows.
:::

```javascript
"EPiServer": {
  "Cms": {
    "OptimizelyIdentity": {
      "Authority": "https://login.optimizely.com/oauth2/default",
      "InstanceId": "Instance Id",
      "ClientId": "Client Id",
      "ClientSecret": "Client secret"
    }
  }
}
```

:::Paragraph{listStyleType="decimal" listStart="3" indent="2"}
Configure Mark chat:
:::

```javascript
"Optimizely": {
  "OpalChat": {
    "InstanceId": "the same instance ID used in Opti ID configuration",
    "ServiceUrl": "https://opal-backend.optimizely.com"
  }
}
```

:::Paragraph{listStyleType="decimal" listStart="4" indent="2"}
Grant your login username access rights to the CMS instance.
:::

:::hint{type="info"}
**Note**
For production environment no additional configuration is required.
:::

After completing the configuration, deploy your CMS site to your PaaS Portal project.

### Associate CMS with Agent Platform

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/6WlwIgPKZdhR6ur5XuX_Q_7981a1ad806abcb49d24a894a796782cca65a1df4640ecaf220ef49ae1e51217-opal1.jpg)

1. In your organization's [Admin Center](docId\:cTKH0HRue2C9BdPvS0f0T), ensure you have the [Opal Administrator role](docId\:kwj5GClJJTxjDSdDQSd-o).

:::hint{type="info"}
**Note**
Contact [Optimizely Support](https://support.optimizely.com/hc/en-us) if you need access or role assignment.
:::

2. From the main menu, select **Opal**.
3. Open the **Connections** tab.
4. Select the instance associated with your CMS site.
5. Click **Save** to complete the association.

When saved, your CMS 12 site is connected to Agent Platform.

## Documentation

See [Mark chat for Optimizely CMS 12](docId\:Lz5km9DpVfi5Ky34zU09e) for information regarding Mark chat.