Mark chat for Optimizely Commerce Connect
Prerequisites
- Have Optimizely Content Management System (CMS 12) hosted in Optimizely Digital Experience Platform (DXP).
- Be on Commerce version 14.42 or above.
- Have Opti ID enabled for your product instance.
- Have Agent Platform provisioned at the organizational level. Contact your customer success manager (CSM).
- Allow third-party cookies.
- Install Mark chat from NuGet. See Install CMS apps and Install Optimizely Opal.
Optimizely Agent PlatformOptimizely 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.
Administrators must grant users access to Agent Platform.
Agent Platform 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 Agent Platform for administratorsGet started with Optimizely Agent Platform for administrators.
Click Ask Mark to open Mark chat, which helps you find information, automate tasks, and enhance your product experience. See Optimizely Agent Platform overviewOptimizely Agent Platform overview for information. To close Mark chat, click Ask Mark again or click Close.
Agent Platform features
- Translate individual products and variantsTranslate individual products and variants
- Bulk translate catalog contentBulk translate catalog content
- Build and configure product promotions using the Product Promotion agent
Mark chat user interface
How Mark chat displays varies by entry point and conversation state. The following screenshots provide a general reference for typical layouts.
Through the Agent Platform app
When accessing through the Agent Platform website, mark.optimizely.com, Mark displays similar to the following:
- Search Mark chat history – Search one or more chats.
- New Chat – Start a chat thread. Start a chat when switching topics to keep Mark'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 Mark should refer to.
- Chat history – Go to previous chat threads with Mark.
- 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 Mark's output in a canvas interface.
- Extract to my instructions – Create an organization-wideorganization-wide or personalpersonal instruction based on your conversation with Mark.
- Copy – Copy Mark's response to your clipboard.
- Regenerate a response – Have Mark respond differently to the same query.
- Give feedback on a response – Click Thumbs up if Mark'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 Mark
- Ideate and prompt – Ask Mark to research, brainstorm, create things, provide a summary, and so on. Mark 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 Mark 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.
- 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 Agent Platform.
- Submit – Submit a request to Mark. Click Stop at any time to end Mark's execution.
In an Optimizely product
When accessing Mark through an Optimizely product by clicking a button, such as Ask Mark, Mark displays similar to the following:
- Search Mark chat history – Search one or more chats.
- New Chat – Start a chat thread. Start a chat when switching topics to keep Mark's responses focused and your chat thread history focused on the topic.
- Toggle sidebar – Show or hide the chat history sidebar.
- Fullscreen – Expand the Mark chat window to take up your entire browser window.
- Dock to the side – Dock the Mark chat as a panel to the side of your browser window. The icon updates to pop it out when docked.
- Close – Close the Mark chat window.
- Chat history – Go to previous chat threads with Mark.
- 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 Mark's output in a canvas interface.
- Extract to my instructions – Create an organization-wideorganization-wide or personalpersonal instruction based on your conversation with Mark.
- Copy – Copy Mark's response to your clipboard.
- Regenerate a response – Have Mark respond differently to the same query.
- Give feedback on a response – Click Thumbs up if Mark'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 Mark – See step 12 in the previous Through the Agent Platform 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 Agent Platform.
- Submit – Submit a request to Mark. Click Stop at any time to end Mark's execution.
Prompt engineering for Mark chat
Make the most of Agent Platform by communicating your requests clearly and effectively. Prompt engineering involves crafting precise prompts to get the best results. Boost Mark's ability to support your marketing and product development work with a few principles.
Key principles of effective prompting
- Clarity and specificity – Like giving instructions to a human assistant, clarity and specificity are crucial for Mark chat. Avoid vague or ambiguous language. The more precise you are with your request, the more accurate and relevant Mark'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 Mark understand your request better. This can include details about your target audience, campaign objectives, brand guidelines, or specific Optimizely functionalities you want to use.
- Instead of – Create a campaign brief.
- Try – Create a campaign brief for a 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 Mark's response, such as a list, a paragraph, a table, or code. This information helps Mark 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 Mark'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 Mark's understanding. Refer to past campaigns, content pieces, or reports as templates for Mark.
- 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.
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.