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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, Meetzy Foundation components, specialized skills, 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 with prompt-first creation makes it faster than ever to get started.

Nueva Experiencia de Creación de Agentes

Una de las actualizaciones más significativas del Editor Avanzado es la nueva experiencia de creación de agentes que revoluciona cómo construyes asistentes de IA. Esta innovación introduce un enfoque completamente nuevo donde los usuarios pueden describir simplemente sus necesidades en lenguaje natural y obtener un agente pre-configurado como punto de partida.

Cómo Funciona la Nueva Experiencia

1

Describe tu Agente en Lenguaje Natural

Simplemente describe qué quieres que haga tu agente en español o cualquier idiomaEjemplo: “Un agente que responde llamadas de atención al cliente para una clínica dental, agenda citas y transfiere casos urgentes a la recepcionista”
2

Generación Automática Inteligente

El sistema de IA de Meetzy analiza tu descripción y automáticamente:
  • Configura ajustes básicos del agente usando componentes Foundation
  • Detecta e integra habilidades especializadas según tus requisitos
  • Genera mensajes de saludo personalizados para tu caso de uso
  • Optimiza prompts del sistema específicos para tu dominio
  • Selecciona voz y idioma apropiados para tu región
  • Prepara estructura de base de conocimiento lista para tu contenido
3

Configuración Basada en Foundation

Construido sobre Meetzy Foundation, tu agente incluye:
  • Patrones de conversación específicos de la industria
  • Conocimiento de dominio pre-entrenado
  • Plantillas de respuesta optimizadas
  • Integraciones avanzadas de habilidades
4

Transición sin Interrupciones

La experiencia de creación transiciona suavemente al Editor Avanzado completo para personalización y ajuste fino de la configuración generada por Foundation

Beneficios de la Nueva Experiencia

Velocidad de Implementación
  • Reducción de tiempo del 80% en la configuración inicial
  • Eliminación de configuración técnica compleja para empezar
  • Punto de partida inteligente con mejores prácticas incorporadas
  • Enfoque en personalización en lugar de configuración desde cero
Precisión y Calidad
  • Componentes Foundation probados en miles de implementaciones
  • Detección automática de habilidades basada en análisis de IA
  • Configuración optimizada para casos de uso específicos
  • Patrones de conversación validados por la industria
Accesibilidad Mejorada
  • Interfaz en lenguaje natural accesible para usuarios no técnicos
  • Configuración automática inteligente reduce curva de aprendizaje
  • Sugerencias contextuales para mejorar la descripción
  • Soporte multiidioma para descripciones en cualquier idioma
Puedes saltar la nueva experiencia de creación y comenzar con un agente en blanco haciendo clic en “empezar desde cero” durante el proceso de creación.

Creation Overlay - Revolutionary Prompt-First Agent Building

The Advanced Editor now begins with an elegant Creation Overlay that transforms how you build AI agents. This innovative feature introduces a prompt-first approach where users can simply describe what their agent should do, and Meetzy automatically builds it using Foundation components and specialized skills.

How Creation Overlay Works

1

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”
2

AI-Powered Generation with Foundation Components

Meetzy’s AI analyzes your description and automatically configures:
  • Basic agent settings and metadata using Foundation components
  • Specialized skills based on your agent’s requirements
  • Initial greeting messages tailored to your use case
  • System prompts optimized for your specific domain
  • Voice and language settings appropriate for your region
  • Knowledge base structure ready for your content
3

Foundation-Powered Configuration

Built on Meetzy Foundation, your agent includes:
  • Industry-specific conversation patterns
  • Pre-trained domain knowledge
  • Optimized response templates
  • Advanced skill integrations
4

Seamless Transition

The overlay smoothly transitions to the full Advanced Editor for customization and fine-tuning of the generated Foundation setup

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
Natural Language Processing with Foundation Integration
  • Intelligent prompt analysis understands complex agent requirements
  • Foundation component selection automatically chooses appropriate base components
  • Skill identification detects required specialized skills from your description
  • Context-aware configuration sets appropriate defaults based on use case
  • Multi-language support for describing agents in various languages
Smart Defaults & Foundation Configuration
  • Automatic voice selection based on agent purpose and language
  • Foundation-powered greetings using industry-specific templates
  • System prompt optimization leveraging Foundation knowledge
  • Skill integration automatic configuration of detected capabilities
  • Knowledge base preparation with Foundation-structured templates
You can always skip the Creation Overlay and start with a blank agent by clicking “or start from scratch” during the creation process.

Meetzy Foundation Integration

The Creation Overlay leverages Meetzy Foundation - a comprehensive set of pre-built components that serve as the building blocks for AI agents: Foundation Components Include:
  • Industry Templates: Pre-configured setups for healthcare, real estate, retail, and more
  • Conversation Patterns: Proven dialogue flows optimized for different business scenarios
  • Domain Knowledge: Built-in understanding of industry-specific terminology and processes
  • Skill Libraries: Specialized capabilities like appointment booking, information retrieval, and call routing
Skills System Integration:
  • Appointment Management: Booking, rescheduling, and cancellation workflows
  • Customer Support: Ticket creation, escalation, and knowledge base integration
  • Sales Assistance: Lead qualification, product information, and CRM integration
  • Information Gathering: Structured data collection and validation
  • Call Routing: Intelligent transfer and escalation logic

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 for describing your agent
  • Smart Send Button: Appears automatically when text is entered
  • Foundation Indicator: Visual feedback showing Foundation components being applied
  • 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
If you have unsaved changes when switching agents, you’ll be prompted to save or discard them before proceeding to prevent data loss.

When to Use the Advanced Editor

ScenarioRecommended Tool
Creating a new agent from natural description✅ Advanced Editor (Creation Overlay)
Building Foundation-powered agents✅ Advanced Editor (Creation Overlay)
Configuring specialized skills✅ 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 duplicationAgents Dashboard
Bulk agent managementAgents Dashboard

Interface Overview

The Advanced Editor features a professional two-panel layout with enhanced collaboration tools, Foundation integration indicators, and specialized skills management.

Left Panel - Configuration

The left panel contains all configuration sections accessible via an intuitive icon bar:
IconSectionDescriptionShortcut
⚙️Basic SettingsName, language, voice, LLM model, Foundation setup⌘1
👋GreetingsFoundation-powered welcome messages for inbound/outbound calls⌘2
🔧Input ParamsDynamic variables for personalized calls⌘3
📚Knowledge BaseDocuments, FAQs, Foundation knowledge⌘4
🛠️Actions & ToolsSkills, integrations, transfers, webhooks⌘5
📊EvaluationsAutomated quality tests and success criteria⌘6
📤Output SettingsData extraction and webhooks⌘7

Right Panel - Testing & Tools

TabPurposeShortcut
✨ MeetzyAI assistant to help improve your prompts and Foundation setup⌘J
🎮 PlaygroundTest your agent with Foundation components and skills⇧⌘P
📋 TestsCreate and run automated regression tests⇧⌘T
🔄 ChangesTrack 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:
StatusBadge ColorDescription
Clean🟢 GreenNo local changes, up to date with remote
Modified🟡 YellowLocal changes pending save (shows count)
Conflicts🔴 RedMerge conflicts require resolution
Syncing🔵 BlueCurrently synchronizing with remote repository
Locked🟠 OrangeAnother team member is actively editing
When status shows “Conflicts” or “Locked”, resolve these issues before attempting to publish changes to avoid data loss.

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:
  • Foundation component testing: Validate Foundation-powered features
  • Skills testing: Test individual specialized skills
  • 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

Test Foundation components and their integration:
  • Validate industry-specific conversation patterns
  • Test Foundation knowledge application
  • Verify skill integrations work correctly
  • Analyze Foundation component performance

Test Status Indicators

The enhanced testing interface provides clear visual feedback:
  • Pass/Fail counters: See test results at a glance with color-coded badges
  • Foundation indicators: Show which Foundation components are being tested
  • Skills markers: Identify which specialized skills are active in tests
  • 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

Meetzy Foundation & Skills System

Foundation Components

Meetzy Foundation provides industry-specific building blocks that power your agents: Healthcare Foundation
  • Medical terminology understanding
  • Appointment booking workflows
  • HIPAA-compliant conversation patterns
  • Patient information handling
Real Estate Foundation
  • Property inquiry handling
  • Showing scheduling
  • Lead qualification processes
  • Market information delivery
Retail Foundation
  • Product information delivery
  • Order management workflows
  • Customer support patterns
  • Inventory inquiries
Financial Services Foundation
  • Account inquiry handling
  • Transaction support
  • Compliance-aware conversations
  • Secure information exchange

Specialized Skills

The skills system provides plug-and-play capabilities: Core Skills
  • Appointment Booking: Complete scheduling workflows with calendar integration
  • Information Retrieval: Intelligent search and knowledge base querying
  • Call Transfer: Smart routing based on conversation context
  • Data Collection: Structured information gathering with validation
Advanced Skills
  • CRM Integration: Real-time customer data access and updates
  • Payment Processing: Secure transaction handling
  • Multi-language Support: Dynamic language switching
  • Sentiment Analysis: Real-time mood detection and response adaptation
Skills are automatically suggested and configured based on your Creation Overlay prompt, but can be manually added or removed in the Actions & Tools section.

Workflow Best Practices

1

Start with Creation Overlay

Use the Creation Overlay to describe your agent in natural language. The AI will select appropriate Foundation components and configure specialized skills automatically.
2

Review Foundation Setup

Examine the automatically configured Foundation components and skills. Verify they match your requirements and add or remove as needed.
3

Check Version Control Status

Always verify the Git status indicator before starting work to understand collaboration state and avoid conflicts.
4

Pull Latest Team Changes

Use “Check” and “Pull” buttons to synchronize with your team’s latest changes before making modifications.
5

Fine-tune Foundation Configuration

Adjust Foundation-powered settings, greetings, and system prompts generated from your initial description.
6

Configure Skills

Review and configure the specialized skills that were automatically added based on your prompt.
7

Add Knowledge & Tools

Upload knowledge base documents and configure additional integrations as needed for your specific use case.
8

Run Foundation Testing

Use the enhanced testing system to validate Foundation components, skills, and overall behavior comprehensively.
9

Review & Commit Changes

Use the Git changes panel to review modifications and commit with descriptive messages for proper version control.
10

Deploy to Production

Safely publish your Foundation-powered agent once all tests pass and collaboration status is clean.

Key Features & Benefits

Prompt-First Creation Revolution

The Creation Overlay with Foundation integration transforms agent development: Natural Language Interface
  • Describe your agent’s purpose in everyday language
  • AI-powered analysis with Foundation component selection
  • Automatic skill detection and configuration
  • Intelligent Foundation template matching
Foundation-Powered Generation
  • Industry-specific templates automatically applied
  • Pre-configured conversation patterns
  • Built-in domain knowledge integration
  • Optimized system prompts based on Foundation best practices
Time & Efficiency Savings
  • Skip complex technical configuration
  • Start with battle-tested Foundation components
  • Leverage pre-built skills and integrations
  • Focus immediately on customization rather than setup

Enhanced Foundation Integration

Smart Component Selection
  • Automatic Foundation component matching based on description
  • Industry-specific configuration optimization
  • Pre-built conversation flows and patterns
  • Domain knowledge integration
Skills Auto-Configuration
  • Intelligent skill detection from your prompt
  • Automatic integration setup
  • Pre-configured workflows and templates
  • Ready-to-use specialized capabilities

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
Change Management
  • Comprehensive audit trails for all modifications
  • Ability to revert to previous versions safely
  • Branch-based workflows for feature development
Production Safety
  • Staged deployment process prevents accidental changes
  • Version validation before publishing ensures quality
  • Rollback capabilities for quick issue resolution

Next Steps

Creation Overlay

Master the prompt-first Creation Overlay with Foundation components and automatic skill configuration

Foundation Components

Learn about Meetzy Foundation components and how they power your agents

Skills System

Understand specialized skills and how to configure them for your use cases

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 Foundation testing, skills validation, and advanced test features

Basic Settings

Configure Foundation-powered settings, voice, LLM model, and core configuration

Knowledge Base

Add documents, FAQs, and integrate Foundation knowledge with your content