Get AI assistance with Optimizely Opal

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Beta

You can use Optimizely Opal while the feature is in beta.

Optimizely Opal is Optimizely's artificial intelligence (AI) assistant that helps you explore complex questions, provides clear answers about the Optimizely platform, and offers instructions with links to relevant articles. Opal automates tasks, surfaces insights, and guides decision-making. Opal adapts its communication style to your technical expertise, helping you work smarter and complete tasks more efficiently.

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Important

Administrators must grant users access to Optimizely Opal.

Opal 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 Opal for Admins.

Click Ask Opal to open Opal Chat which helps you find information, automate tasks, and enhance your product experience. See Optimizely Opal Overview for information.

Optimizely Opal user interface

The following image and list shows the Optimizely Opal user interface.

1. New Chat – Start a new conversation when switching topics to keep Optimizely Opal's responses focused and your chat thread history focused on the topic.

2. Chat history – Go to previous chat threads with Optimizely Opal.

3. Search chats – Search one or more Optimizely Opal chats.

4. Copy chat – Copy the entire content of a discrete chat thread to the clipboard.

5. Chat with Opal

   • Ideate and prompt – Ask Optimizely Opal to research, brainstorm, create things, provide a summary, and so on. Opal 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 Opal to search the web, summarize content, or extract key information from provided URLs.

6. 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

     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 .srt file. Remove any "ums" and "ahs" from the text.
     • 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 .srt file. Remove any "ums" and "ahs" from the text.
     • Extract the key points from this video and create a blog post to promote them.

7. Delete current chat – Delete the current chat contents. You cannot retrieve deleted chats.

8. Expand to full screen – Expand the Optimizely Opal Chat to full page.

9. Pop out or Dock screen – Place the Optimizely Opal Chat on top of the window. The icon changes to dock the chat window.

10. Regenerate a response – Have Optimizely Opal respond differently to the same query.

11. Submit – Submit a request to Optimizely Opal. The button changes while Optimizely Opal is thinking.

12. Toggle Sidebar – Show or hide the chat history panel.

Write prompts for Opal Chat

Make the most of Optimizely Opal by communicating your requests clearly and effectively. Prompt engineering involves crafting precise prompts to get the best results. You can boost Optimizely Opal's ability to support your marketing and product development work with a few simple principles.

Principles of effective prompting

• Clarity and specificity – Just like giving instructions to a human assistant, clarity and specificity are crucial for Opal Chat. Avoid vague or ambiguous language. The more precise you are with your request, the more accurate and relevant Optimizely Opal'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 Optimizely Opal understand your request better. This can include details about your target audience, campaign objectives, brand guidelines, or specific Optimizely functionalities you want to utilize.
  • Instead of: Create a campaign brief.
  • Try: Create a campaign brief for a new 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 Optimizely Opal's response, such as a list, a paragraph, a table, or code. This information helps Optimizely Opal 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 Optimizely Opal'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 Optimizely Opal's understanding. You can refer to past campaigns, content pieces, or reports as templates for Optimizely Opal.
  • 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.