Experience OS Agents are a team of AI-powered experts built directly into Experience OS. They work together to increase your team's productivity, eliminate technical bottlenecks, and automate manual workflows, acting as an extension of your personalization team.
The agents connect different data points across your account, analyze your records, educate you on what matters, and surface the next best actions you should take. They are always available, and at every point of your workflow you can see which skills are recommended for exactly where you are.
How the agents work
The agents operate through a multi-agent system that understands your context: Which page you're on, what you are trying to achieve, and the history of your conversations. They combine this with your customer data and Dynamic Yield domain expertise, and apply a set of skills to deliver high-quality, relevant results.
Experience OS agents key characteristics:
-
Always available:
Agents are accessible in the chat panel, skill shortcuts, or proactive notifications at any point in Experience OS. -
Proactive:
Agents don't just wait for your requests. They monitor your account overnight and bring opportunities or issues to your attention automatically. -
You stay in control:
Agents present results visually and wait for your approval before applying any changes. You always decide what gets used in your campaigns. -
Transparent, not a black box:
Agents explain their reasoning so you can understand why something is being suggested. -
On-brand:
Every output the agents produce – especially when creating designs, translations, or copy – is grounded in your Brand Book, maintaining your tone of voice and brand guidelines.
Meet the agents
Each agent has a distinct role and area of expertise to assist you throughout your workflow:
| Agent | Role | What They Do |
|---|---|---|
| Personalization Expert | Strategy advisor. Guides personalization strategy using best practices and your account's data. | |
| Designer | Creative lead. Generates production-ready campaign designs from descriptions and references. | |
| Developer | Technical expert. Scans campaign code for template variables, accessibility issues, and applies fixes directly to your editors. | |
| Copywriter | Content and localization specialist. Translates campaign content across languages while maintaining your brand voice. | |
| Analyst | Data and insights expert. Analyzes your data, summarizes A/B tests, monitors alerts, evaluates personalization programs, and recommends optimal configurations. |
Working with the agents
Experience OS agents are available throughout Experience OS and can assist you wherever you're working. Depending on the page and task, the agents can answer questions, recommend relevant skills, and proactively surface opportunities and insights.
Open the agent panel
Click the agent launcher in the lower-left corner of the screen to open the Experience OS Agents panel.
The panel opens on the right side of the screen and remains available as you work throughout Experience OS. Suggested agents available to help you in the current context appear at the bottom of the chat.
The agents panel includes three tabs:
- Chat: Interact with agents and launch skills
- Skills: Explore available skills and where they can be used
- Settings: Manage your brand information and design guidance
The Chat tab: Talk to an agent
Chat is the primary way to work with agents. The Chat tab is the default view, appearing when the agent panel opens.
Start a conversation: In the Chat tab, you can enter a question, describe a task, or ask for guidance. The most appropriate agent will assist you based on the topic you asked about.
Or, based on your location in Experience OS, you can select a particular agent and skill from the Suggested Skills menu at the bottom of the chat.
Skills are specialized capabilities that help agents perform specific tasks, such as analyzing a report, reviewing campaign code, generating content, or creating a design.
A skill can be triggered from specific locations in Experience OS, depending on the context and the app. For example, the skills available in variation editing are different from skills available in report pages. Or, you can always click the Skills tab to explore all possible skills and where they can be triggered.
Additional actions from Suggested Skills
When you click the agents thumbnail and select Suggested Skills › Working with agents, you can also do the following, all within the chat:
- Leave feedback about your experience: It goes directly to the Dynamic Yield team.
- Meet the agents: Get an quick overview of each of the agents and their roles.
- Learn more about what the agents can do: Explore agent capabilities.
The Skills tab: Learn all about skills
In the Skills tab you can browse all available skills, see which agent uses them, and learn where they can be used. You can filter skills based on agent or area of Experience OS. This is useful when you want to understand what capabilities are available in a particular workflow or identify which agent is responsible for a specific type of task.
For more information, see the Experience OS Agent Skills Directory for a complete list of available skills, including what they do, where they are available, which agent uses them, and why they're important.
The Settings tab: Configure brand guidance
Agents use your brand information to generate content and designs that align with your organization's identity and communication style.
In the Settings tab, you can provide guidance such as your brand story, tone of voice, logo, typography, theme, and button styles.
This information acts as a shared reference for the agents. When generating copy, translations, campaign designs, or other creative assets, agents use these settings to better reflect your brand guidelines and maintain consistency across outputs.