Documentation Index
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What is the Advanced Editor?
The Advanced Editor is Meetzy’s comprehensive agent configuration tool that gives you full control over every aspect of your AI agent’s behavior. It now features a revolutionary Creation Overlay with prompt-first creation, beautiful visual design, and enhanced team collaboration capabilities.The Advanced Editor is the recommended tool for creating production-ready agents with custom behaviors, integrations, and advanced logic. The new Creation Overlay makes it faster than ever to get started.
Creation Overlay - Revolutionary Agent Building
The Advanced Editor now begins with an elegant Creation Overlay that transforms how you build AI agents. This innovative feature allows users to create agents through natural language descriptions, making agent development accessible to everyone.How Creation Overlay Works
Describe Your Agent
Simply describe what you want your agent to do in plain EnglishExample: “An agent that answers customer support calls for a dental clinic, books appointments, and transfers urgent cases to the receptionist”
AI-Powered Generation
Meetzy’s AI analyzes your description and automatically configures:
- Basic agent settings and metadata
- Initial greeting messages
- System prompts and conversation behavior
- Suggested voice and language settings
Creation Overlay Features
Beautiful Visual Experience- WebGL wave animation provides an immersive, professional background
- Clean, distraction-free interface focused entirely on creation
- Responsive design works perfectly on desktop and mobile devices
- Intelligent prompt analysis understands complex agent requirements
- Context-aware configuration sets appropriate defaults based on description
- Multi-language support for describing agents in various languages
- Automatic voice selection based on agent purpose and language
- Intelligent greeting generation tailored to the described use case
- System prompt optimization for the specific agent type
- Foundation settings automatically configured for best practices
Creation Overlay Interface Elements
The Creation Overlay features a minimal, focused design:- Navigation: Easy back button to return to the agents dashboard
- Meetzy Branding: Clean logo placement that adapts to light/dark themes
- Central Prompt Area: Large textarea with gradient border effects
- Smart Send Button: Appears automatically when text is entered
- Keyboard Shortcuts: Enter key to generate, ESC to close
- Skip Option: Direct link to traditional editor for advanced users
Enhanced Navigation System
Integrated Agent Selector
The Advanced Editor includes a powerful agent selector directly in the toolbar, enabling seamless navigation between agents without leaving the editor environment.The agent selector displays the current agent name as a dropdown button with visual avatars, making it easy to identify and switch between different agents quickly.
Agent Selector Capabilities
- Visual Agent Identification: Avatar-based indicators with agent name initials
- Quick Switching: Dropdown interface for rapid agent navigation
- Search Functionality: Built-in search to find agents by name
- Company Filtering: Admin users can filter agents by company
- Context Preservation: Unsaved changes protection during navigation
- Real-time Updates: Automatically reflects current agent state
Navigation Best Practices
When to Use the Advanced Editor
| Scenario | Recommended Tool |
|---|---|
| Creating a new agent from natural description | ✅ Advanced Editor (Creation Overlay) |
| Building agents with specific requirements | ✅ Advanced Editor (Full Editor) |
| Fine-tuning agent responses and behavior | ✅ Advanced Editor |
| Adding knowledge base documents | ✅ Advanced Editor |
| Configuring webhook integrations | ✅ Advanced Editor |
| Testing agents in real-time | ✅ Advanced Editor |
| Quick agent duplication | Agents Dashboard |
| Bulk agent management | Agents Dashboard |
Interface Overview
The Advanced Editor features a professional two-panel layout with enhanced collaboration tools and visual indicators.Left Panel - Configuration
The left panel contains all configuration sections accessible via an intuitive icon bar:| Icon | Section | Description | Shortcut |
|---|---|---|---|
| ⚙️ | Basic Settings | Name, language, voice, LLM model, phone numbers | ⌘1 |
| 👋 | Greetings | Welcome messages for inbound/outbound calls | ⌘2 |
| 🔧 | Input Params | Dynamic variables for personalized calls | ⌘3 |
| 📚 | Knowledge Base | Documents, FAQs, and reference materials | ⌘4 |
| 🛠️ | Actions & Tools | Integrations, transfers, webhooks | ⌘5 |
| 📊 | Evaluations | Automated quality tests and success criteria | ⌘6 |
| 📤 | Output Settings | Data extraction and webhooks | ⌘7 |
Right Panel - Testing & Tools
| Tab | Purpose | Shortcut |
|---|---|---|
| ✨ Meetzy | AI assistant to help improve your prompts | ⌘J |
| 🎮 Playground | Test your agent in real-time with text or voice | ⇧⌘P |
| 📋 Tests | Create and run automated regression tests | ⇧⌘T |
| 🔄 Changes | Track changes with Git-like version control | ⌘G |
Advanced Version Control System
The Advanced Editor includes a sophisticated Git-like version control system that transforms team collaboration on AI agent development. This enterprise-grade system provides real-time collaboration with automatic conflict detection.The version control system enables seamless team collaboration with automatic conflict detection, branching capabilities, and comprehensive change tracking.
Git Status Indicators
The Advanced Editor displays comprehensive version control status in the top toolbar:| Status | Badge Color | Description |
|---|---|---|
| Clean | 🟢 Green | No local changes, up to date with remote |
| Modified | 🟡 Yellow | Local changes pending save (shows count) |
| Conflicts | 🔴 Red | Merge conflicts require resolution |
| Syncing | 🔵 Blue | Currently synchronizing with remote repository |
| Locked | 🟠 Orange | Another team member is actively editing |
Collaborative Features
The Git-like system supports sophisticated team workflows:- Real-time collaboration awareness: See when teammates are editing simultaneously
- Automatic conflict detection and guided resolution
- Branch-based workflows for parallel development
- Comprehensive audit trails with detailed change history
- Rollback capabilities to safely revert changes
- Team coordination tools to prevent edit conflicts
Enhanced Testing System
Improved Test Management
The testing system has been significantly enhanced with powerful new capabilities:- Batch testing: Run multiple test iterations with configurable repeat counts (1-10x)
- Test filtering: Filter tests by status (All, Pass, Fail) with visual counters
- Test history: View comprehensive execution history with detailed results
- Input parameters: Configure dynamic variables for realistic test scenarios
- Simulation mode: Interactive conversation simulation for testing
Advanced Test Features
- Scenario Tests
- Interactive Simulation
- Batch Reliability Testing
Test specific conversation scenarios with defined success criteria:
- Configure user personas and conversation goals
- Set multiple success/failure examples
- Use dynamic variables for realistic scenarios
- Track test performance over time
Test Status Indicators
The enhanced testing interface provides clear visual feedback:- Pass/Fail counters: See test results at a glance with color-coded badges
- Running indicators: Animated status indicators for active tests
- History tracking: Easy access to previous test runs and results
- Input parameters: Visual indicators for configured dynamic variables
Workflow Best Practices
Start with Creation Overlay
Use the Creation Overlay to describe your agent in natural language for intelligent initial configuration and faster setup.
Check Version Control Status
Always verify the Git status indicator before starting work to understand collaboration state and avoid conflicts.
Pull Latest Team Changes
Use “Check” and “Pull” buttons to synchronize with your team’s latest changes before making modifications.
Configure Core Settings
Fine-tune basic settings, greetings, and system prompts generated from your initial description.
Add Knowledge & Tools
Upload knowledge base documents and configure actions/integrations as needed for your specific use case.
Run Enhanced Testing
Use the improved testing system with batch runs and simulation modes to validate behavior comprehensively.
Review & Commit Changes
Use the Git changes panel to review modifications and commit with descriptive messages for proper version control.
Key Features & Benefits
Creation Overlay Revolution
The Creation Overlay transforms agent development from technical configuration to natural conversation: Natural Language Interface- Describe your agent’s purpose in everyday language
- AI-powered analysis understands complex requirements
- Automatic configuration of technical settings
- Stunning WebGL wave animation background
- Distraction-free, focused creation environment
- Smooth transitions and professional aesthetics
- Skip repetitive initial configuration steps
- Start with intelligently generated prompts and settings
- Focus immediately on customization and refinement
Enhanced Navigation
The integrated agent selector revolutionizes workflow efficiency:- Seamless switching between agents without losing context
- Search functionality to quickly locate specific agents
- Visual identification with avatar-based agent indicators
- Context preservation with comprehensive unsaved changes protection
Advanced Collaboration
The Git-like version control system brings enterprise-grade collaboration: Team Coordination- Real-time awareness of teammate editing activities
- Automatic conflict detection prevents data conflicts
- Lock indicators show when files are being edited by others
- Comprehensive audit trails for all modifications
- Ability to revert to previous versions safely
- Branch-based workflows for feature development
- Staged deployment process prevents accidental changes
- Version validation before publishing ensures quality
- Rollback capabilities for quick issue resolution
Next Steps
Creation Overlay
Master the new Creation Overlay for faster agent building through natural language descriptions
Agent Navigation
Learn to use the integrated agent selector for efficient workflow management
Version Control
Understand Git-like collaboration, conflict resolution, and team coordination
Enhanced Testing
Use batch testing, simulation modes, and advanced test features for reliable validation
Basic Settings
Configure name, language, voice, LLM model, and foundational settings
Knowledge Base
Add documents, FAQs, and reference materials to enhance your agent’s capabilities