Create Opal-suggested real-time audiences
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.
Optimizely Data Platform (ODP) leverages Opal, Optimizely's smart AI assistant, to automatically create and generate ideas for real-time audiences. This can help you deliver a data-driven, personalized customer experience without manually creating a real-time audience from scratch.
Using Opal-suggested audiences, you can:
- Create highly targeted audiences by leveraging various data points.
- Segment customers using default attributes, such as their observed behaviors and insights, or by incorporating your own custom customer attributes.
- Create audiences based on specific events and event sequences. For example, you can identify customers who completed an order purchase or those who initiated and then performed an order canceled action.
- Discover valuable trends by identifying common values in customer or event fields, such as a page's most popular content category, to inform content strategy or product recommendations.
Currently, the Opal-suggested real-time audiences feature is available only on the Audiences page, and only for US customers.
To create an Opal-suggested real-time audience, complete the following:
- Go to Customers > Audiences.
Enable third-party cookies in your browser to ensure Opal Chat loads properly. For example, if you use Google Chrome, go to Settings > Privacy and security > Third-party cookies and select Allow third-party cookies. If you want to block third-party cookies while keeping Opal Chat functional, select Block third-party cookies, then toggle Allow related sites to see your activity in the group and add [*.]zaius.com to the list of Sites allowed to use third-party cookies.
- Click New Audience and choose Real-time Audience by Opal from the drop-down list. Click Learn more to know the differences between the audience types.
- Select a prompt from the three suggested audiences or enter a prompt to create an audience. You can select all three audiences or create multiple audiences by entering multiple prompts (by either using Ask Opal or @mention Agents). Opal also suggests helpful Tips to help you select a preferred audience.
- Alternatively, click Suggest Audiences to get the same list of prompts.
- Click Create Real-Time Audience to go to the audience overview. Opal offers detailed insights on the selected audience, highlighting its value and potential customer benefits.
- View the audience to make your desired edits. For example, you can delete conditions or entire condition groups, add attributes or events within condition groups, add new condition groups, and so on.
- Click Save Audience if you make any edits. You can now search for the audience in the search bar.
Through the Opal chat
When accessing through the Audiences page, Opal displays similar to the following:
- Toggle sidebar – Click to open the side panel. You can view the timeline of your chat history. Click any audience to view your selected audiences or use a suggested audience.
- New Chat – Start a new chat thread. You should start a new chat when switching topics to keep Opal's responses focused and your chat thread history focused on the topic.
- Search Opal Chat history – Search one or more Opal chats.
- Chat history – Go to previous chat threads with Opal.
- Chat thread options – Additional options to update the threads, including the option to copy the conversation, copy the thread ID, and rename the thread.
- Delete current chat – Clear the chat history window on the current chat. This button does not display until you send Opal a message. You cannot retrieve deleted chats.
- 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 chat window after creating your audiences.
- Copy – Copy Opal's response to your clipboard.
- Regenerate a response – Have 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.
- Chat with Opal
- Ideate and prompt – Ask Opal to research, brainstorm, or suggested audiences. Opal can provide tips and explanations behind the suggested audiences or point you to relevant documentation. It can evolve a rough idea into something more complete.
- Translate content or tone – Translate text into other languages or rewrite content to fit a specific tone or audience.
- File Upload – Upload files and ask questions about their content.
- Document – .pdf, .txt.
- Image – .png, .jpeg, .webp.
- Audio– .mp3, .wav, .mpeg.
- Video – .mov, .mpeg, .mp4, .mpg, .avi, .wmv, .mpegps, .fly.
- Submit – Submit a request to Optimizely Opal. The button changes while Optimizely Opal is thinking.