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Overview

Basic Settings is the first section in the Advanced Editor where you configure the fundamental properties of your AI agent. These settings define how your agent sounds, which language it speaks, which AI model powers its intelligence, and the foundational components that shape its behavior.

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Agent Identification

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Agent Name

Give your agent a descriptive name that helps you identify it in your dashboard.
Use clear naming conventions like “Customer Support - English” or “Sales Outbound - Spanish” to easily manage multiple agents.

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Company Selection (Admin Only)

Administrators can assign agents to specific companies in the system.
Company assignment affects which resources and phone numbers are available to the agent.

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Twilio Account Management (Admin Only)

Administrators can select which Twilio account to use for new agents:
1

Choose Twilio Account

Select from available Twilio accounts in the dropdown
2

Phone Number Assignment

Once an account is selected, available phone numbers for that account will be loaded
3

Automatic Configuration

The agent will be configured with the selected Twilio account credentials

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Phone Configuration

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Phone Numbers

When creating a new agent, select from available phone numbers in your Twilio account:
1

Select Twilio Account

Administrators can choose which Twilio account to use for the agent
2

Choose Phone Number

Pick an available phone number from the dropdown list
3

Request More Numbers

Use the “Request more numbers” link if you need additional phone numbers from Twilio
Phone numbers are filtered by the selected Twilio account. Make sure to select the correct account before choosing a phone number.

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Caller IDs (Client Numbers)

Configure client phone numbers for outbound calls with comprehensive management features:
1

Add New Caller ID

Click “Add Caller ID” to open the configuration modal
2

Enter Phone Details

Provide a name and phone number for identification
3

Twilio Verification

Twilio will initiate verification by calling the provided number
4

Enter Verification Code

Input the verification code received during the call
5

Complete Setup

The caller ID will be available for outbound calls once verified

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Language and Voice Configuration

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Language Selection

Choose the primary language your agent will speak and understand: Supported Languages:
  • 🇺🇸 English
  • 🇪🇸 Spanish
  • 🇫🇷 French
  • 🇩🇪 German
  • 🇮🇹 Italian
  • 🇵🇹 Portuguese
  • 🇨🇳 Chinese
  • 🇮🇳 Hindi
  • And 25+ more languages including Portuguese (Brazil), Ukrainian, Vietnamese, and others
The language setting affects:
  • Voice synthesis pronunciation and accent
  • Speech recognition accuracy and processing
  • Greeting templates availability and suggestions
  • AI model language understanding

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Advanced Voice Selection

Configure your agent’s voice characteristics with enhanced options:
Browse and select from an extensive collection of pre-configured voices:Filter Options:
  • All Voices: Complete voice library
  • Male: Male voice options
  • Female: Female voice options
  • Search: Find specific voices by name or characteristics
Voice Preview:
  • Click the play button to hear voice samples
  • Test different voices before selection
  • Ensure voice matches your brand and use case

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AI Model Selection

Select the Large Language Model that powers your agent’s intelligence with expanded options:
ModelPerformanceBest For
Claude Haiku 4.5FastCost-effective, simple interactions

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Model Selection Guide

Speed Priority: Choose lightweight models like GPT-4.1 Nano, Gemini 2.0 Flash, or Gemini 2.5 Flash Lite for faster response times in phone conversations.
Intelligence Priority: For complex conversations requiring advanced reasoning, use GPT-4.1, Gemini 1.5 Pro, or Gemini 2.5 Flash.
Balanced Performance: Gemini 3.1 Flash Lite Preview (default), GPT-4.1 Mini, and Gemini 2.5 Flash Lite offer optimal capability-to-cost-to-speed ratio.

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Meetzy’s Enhanced Foundational Components

Meetzy provides powerful built-in foundational components that enhance your agent’s capabilities with pre-tested, optimized prompts and behaviors, now with expanded configuration options.

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Safety Guardrails

Enhanced Foundational Safety Guardrails ensure your agent maintains appropriate boundaries:
  • Content Filtering: Prevents inappropriate content generation across all conversation topics
  • Professional Tone: Maintains consistent professional communication standards
  • Edge Case Handling: Gracefully manages unexpected inputs and conversation scenarios
  • Security Protection: Guards against prompt injection attacks and manipulation attempts
  • Compliance Assurance: Ensures adherence to conversational best practices and regulations
  • Context Awareness: Maintains appropriate responses based on conversation context

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Conversational Aspects

Advanced Foundational Conversational Aspects provide sophisticated conversational patterns:
  • Natural Flow Control: Advanced conversation pacing and rhythm management
  • Active Listening: Sophisticated techniques for understanding and responding to customer needs
  • Intelligent Response Timing: Context-aware pausing and response timing
  • Empathetic Communication: Advanced emotional intelligence and appropriate responses
  • Professional Etiquette: Industry-standard phone call protocols and courtesy
  • Seamless Transitions: Smooth topic changes and conversation redirection
  • Cultural Sensitivity: Appropriate communication styles for different regions and contexts

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Agent Work Experience

Enhanced Foundational Agent Work Experience provides comprehensive professional context:
  • Industry-Specific Experience: Tailored professional backgrounds for different business sectors
  • Advanced Communication Skills: Professional-level interaction capabilities
  • Business Context Understanding: Deep comprehension of business processes and terminology
  • Customer Interaction Expertise: Extensive experience with various customer service scenarios
  • Protocol Knowledge: Understanding of professional communication and business protocols
  • Situational Awareness: Appropriate responses based on business context and customer needs

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Configuration Best Practices

Strong Recommendation: Keep all foundational components enabled unless you have specific custom requirements that directly conflict with them. These components are optimized for maximum performance.
Each foundational component operates independently and can be configured separately:
ComponentDefault StatusPrimary PurposeImpact
Safety Guardrails✅ EnabledEnsures safe, appropriate responsesCritical for professional interactions
Conversational Aspects✅ EnabledProvides natural conversation flowEssential for user experience
Agent Work Experience✅ EnabledEstablishes professional credibilityImportant for trust building

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Additional Configuration Options

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Call Recording

Recording: Enabled by default for:
  • Quality assurance and monitoring
  • Training data collection
  • Compliance and audit purposes
  • Performance optimization analysis
Call recordings help improve agent performance and provide valuable insights for optimization.

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Agent Description

Add an optional description to help identify the agent’s purpose and use case:
  • Maximum 1000 characters
  • Used for internal organization and documentation
  • Helps team members understand the agent’s intended function
  • Not visible to callers or used in conversations

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Advanced Best Practices

1

Comprehensive Testing

Test multiple AI models in the Playground to find optimal performance for your specific use case
2

Latency Optimization

Prioritize faster models for better user experience in real-time phone conversations
3

Cost Management

Monitor usage costs - more capable models typically cost more per call but may provide better results
4

Foundation Component Optimization

Keep Meetzy’s foundational components enabled for superior out-of-the-box performance
5

Voice Optimization

Fine-tune speed, stability, and similarity parameters based on your specific audience and use case
6

Caller ID Management

Maintain verified caller IDs for all outbound calling scenarios to ensure delivery

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Enhanced Voice Settings Parameters

Advanced parameter configuration for optimal voice performance:
ParameterRecommended RangeOptimal SettingsImpact on Performance
Speed1.00x - 1.10x1.06xNatural speaking pace for phone conversations
Stability0.1 - 0.30.15Higher stability ensures consistent voice characteristics
Similarity Boost0.6 - 0.80.65Balances naturalness with clarity and comprehension
Production Settings: The recommended defaults (Speed: 1.06x, Stability: 0.15, Similarity Boost: 0.65) have been optimized based on thousands of successful phone interactions.

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Troubleshooting & Common Issues

Phone Number Assignment: Phone numbers cannot be changed after agent creation. Plan your phone number allocation carefully and verify availability before creating agents.
Twilio Account Access: Ensure your Twilio account has sufficient credits and proper configuration for the regions you plan to call.

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Integration with Advanced Features

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Voice Agents Integration

The Voice Agents feature seamlessly integrates with basic settings:
  • Voice agent personalities automatically configure appropriate voice settings
  • Specialized agents come with pre-tuned parameters for their specific use cases
  • Voice agent selection overrides individual voice library selections
  • Professional backgrounds align with foundational work experience settings

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Advanced Editor Workflow

After configuring basic settings, proceed to:
  1. Greetings: Set up inbound and outbound call greetings
  2. System Prompt: Define your agent’s personality and behavior
  3. Actions & Tools: Configure call handling and transfer options
  4. Testing: Use the Playground to validate all settings work together

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Next Steps

1

Complete Basic Configuration

Ensure all required fields are properly configured and validated
2

Configure Greetings

Set up appropriate greetings for both inbound and outbound call scenarios
3

Define System Prompt

Create detailed instructions that define your agent’s personality and behavior
4

Test Integration

Use the Playground to test how all components work together
5

Deploy and Monitor

Launch your agent and monitor performance using call recordings and analytics