---
title: Install Mark chat in CMS 13
slug: cms-13/docs/install-mark-chat-cms-13
docTags: 
createdAt: 2026-08-07T16:46:16.000Z
---

Install the `Optimizely.Cms.OpalChat` package to surface the Mark chat widget in the CMS 13 editorial UI, giving editors AI-powered assistance without leaving CMS.

[Optimizely Agent Platform](docId\:IzAAN1fw7whD1HB4iODAB) is an agent orchestration platform. It helps you explore complex questions, find answers about the Optimizely platform, and access step-by-step instructions. Mark automates tasks, surfaces insights, and guides decision-making.

## Prerequisites

- CMS 13 in Optimizely Digital Experience Platform (DXP).
- Opti ID enabled for your CMS instance.
- Agent Platform provisioned at the organizational level. Contact your Customer Success Manager (CSM) to request Agent Platform access.
- Third-party cookies enabled in your browser.

See [Add-ons platform compatibility](docId\:oGp5aaps96qkEIgnCuF_p) for package and version information.

## Install the Mark chat NuGet package

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

## Connect CMS 13 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.

```text
Optimizely.Cms.OpalChat
```

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

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

3. Configure your local environment.
   1. Configure [Opti ID login on your local machine](docId\:SVeKw7e9HD27Wku6oaVpe). Access the **PaaS Portal** to locate your **Client Id**, **Client Secret**, and **Instance Id**, as shown in the following screenshot.

![](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:
:::

```json
"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.
:::

```json
"Optimizely": {
  "OpalChat": {
    "InstanceId": "INSTANCE_ID",
    "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**
Production environments require no additional configuration.
:::

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

### Associate CMS with Agent Platform

The following screenshot shows the **Connections** tab in the Admin Center, where you associate your CMS instance 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 **Agent Platform**.
3. Open the **Connections** tab.
4. Select the instance associated with your CMS site.
5. Click **Save** to complete the association.

After you save, your CMS 13 site connects to Agent Platform. You can [chat with Mark](docId\:dtNBEttEGVvkhNkwNypLM) and call [agents](docId\:w7MSVijPnuFqu4nXDo_bq) that do not require CMS tools.
