Opal Guides

These guides walk you through every stage of working with Opal — from initial setup and first interaction to building custom agents, configuring evaluations, and enabling retrieval-augmented generation.

Get Started with Opal Set up Opal for your organization, assign roles, connect products, and complete your first interaction.

Configure Brand Guidelines Set up organization-wide and personal instructions so Opal generates content that matches your brand.

Configure Instructions Create, edit, and manage organization-wide and personal instructions step-by-step.

Build Custom Agents Create specialized agents, workflow agents, and browse the Agent Directory.

Manage Tools Activate, deactivate, and sync system, connector, and custom tools.

Set Up AI Evaluations Configure preferred output examples and quality baselines for automated agent scoring.

Configure RAG for CMP Enable retrieval-augmented generation so Opal draws from your CMP campaigns, tasks, and assets.

Build Workflow Agents Orchestrate multi-step processes with triggers, conditions, and loops.

Use Opal in Slack, Copilot, and Gemini Access Opal AI capabilities from Slack, Microsoft Copilot, or Google Gemini Enterprise.

Create Custom Tools with SDKs Build custom tools using JavaScript, Python, or C# SDKs to extend Opal.