Opal Quick Start Guide

Welcome to Optimizely Opal, the new AI product designed to help marketing and digital teams effortlessly scale their work and redefine what's possible across the entire marketing lifecycle. Opal acts as your agentic, fully autonomous, and infinitely scalable AI specialist, ready to assist with any marketing and digital tasks.

Get Started

Log in

1. Access the Interface: Head over to the brand new Opal interface at Opal.optimizely.com.
2. Use Your Opti ID: Log in using your regular Opti ID, just like you would for any other Optimizely product.
3. Switch Organizations (if applicable): If you belong to multiple organizations, ensure you switch to the organization where Opal has been enabled.
4. Navigate to Opal:  Once logged in, you will see "Opal" as an option in your Optimizely dashboard. Click on it to enter the Opal environment.

Understand Opal Chat

• Your Conversation Hub: The first thing you'll see is the Opal Chat interface. This is where all your past conversations with Opal are stored.
• Persistent History: A key feature is that your chat history is persistent across all Optimizely products where Opal is enabled. This means your conversations stay with you, no matter which product you're using Opal with.

Configure & Manage Opal

If you are an administrator, you'll have additional options to manage Opal within your organization.

Enable Opal

1. Access Connections: In the left navigation panel, click on 'Connections'.
2. Control Product Access: This section allows you to easily manage where Opal is enabled. You can choose specific Optimizely products and instances where you want Opal to be active.
3. Activate/Deactivate: Use the checkboxes beside each instance to enable or disable Opal's availability.

Configure Instruction Agents

Opal comes with prebuilt instruction agent templates, which are deactivated by default. You can activate them and customize their details.

• Parts of an Instruction Agent:
  • Name: A clear name to identify the agent.
  • Details: Instructions on what the agent does, how it behaves, and a handle (shortcut) for users to call it.
  • Where to Use: Controls which product and instance can access this agent.
  • When to Use: Defines the conditions or trigger phrases that activate the agent.
  • Active Status: The agent must be active to function.
• Writing Agent Details (Instructions):
  • Think Like an Intern: Imagine you're giving instructions to an intern. Provide context, explanations, and clear actions.
  • Markdown vs. Plain English: You can use Markdown for advanced formatting or simply write instructions in plain English.
  • Structure is Key: The more detailed and structured your instructions are, the better the agent will perform.
  • General Best Practices for Agent Instructions:
    • Objective/Goal: State clearly what the agent is intended to achieve.
    • Mode Activation: Specify the trigger phrase or condition.
    • Execution Steps/Process: Provide a detailed, step-by-step guide, including which tools to use, prompts for the user, and expected outputs.
    • Response Format Guideline (Optional): Define how the agent should format its responses (e.g., table, list).
    • Constraints/Safety Measures (Optional): Outline any limitations or safety measures the agent should observe (e.g., privacy concerns).
• Key Principles for Great Agents:
  • Clarity: Use clear and concise language.
  • Specificity: Provide specific instructions and examples.
  • Structure: Organize instructions logically.
  • Actionability: Ensure instructions provide clear guidance on what the agent should do.
  • Context: Provide sufficient context for the agent's role and purpose.

Manage Users

1. Opti ID Admin Center: User management for Opal, like other Optimizely products, is done in the Opti ID Admin Center.
2. Product Access: Go to "Product Access," select "Opal" as the product, and then choose the specific Opal instance you wish to manage.
3. Actions: From here, you can invite new users, change existing users' permissions (Opal user or Opal administrator), or remove users.

Check Usage

1. Usage and Billing: In the Opti ID Admin Center, navigate to "Usage and Billing."
2. Opal Information: You'll find a quick overview of credits purchased, remaining, and used, along with a daily usage breakdown and purchase history.
3. Detailed Breakdown: Scroll down for more detailed usage information by user and by Optimizely product.

With these steps, you're well on your way to leveraging Opal to streamline your Optimizely workflows, optimize your content, and drive better results. Log into Opal today and start exploring!

For more information, visit our website or contact our support team.