Documentation Index
Fetch the complete documentation index at: https://docs.meetzy.io/llms.txt
Use this file to discover all available pages before exploring further.
Overview
The Agents section provides comprehensive management tools for your voice agents with an enhanced split-panel interface:- Agents Panel
- Details Panel
Left Panel: Agent list with advanced search, filters, and bulk actions
Enhanced Search and Filtering
Global Agent Search
Use the powerful search field to find agents across all your organizations:- Search by agent name, ID, or phone number
- Real-time search results with highlighting
- Search history and suggestions
Advanced Filter System
Filter by Company
Click “All companies” dropdown to filter by organization:
- Search companies by name
- Select single or multiple companies
- See agent count per company
Filter by Status
Use status filters to find specific agent types:
- Active: Currently operational agents
- Training: Agents being configured
- Paused: Temporarily disabled agents
- Demo: Template agents
Use Clear Filters to reset all active filters and view all agents.
View Modes
Cards View (Default)
- Visual cards with agent thumbnails and key metrics
- Status indicators and health badges
- Quick action buttons for each agent
Compact Table View
- Condensed table format for viewing many agents
- Sortable columns (name, company, status, last call)
- Bulk selection and actions
Toggle View Modes
Use Cmd/Ctrl + Shift + E or the view toggle button to switch between modes.Agent Details Panel
Select any agent to view comprehensive details:Information Displayed
| Element | Description |
|---|---|
| Agent Name | Display name with edit capability |
| Agent ID | Unique identifier (click to copy) |
| Status Badges | Real-time status indicators |
| Advanced Badge | Advanced Editor capability indicator |
| Phone Health | Number health and spam score |
| Performance Metrics | Call success rate, average duration |
Recent Calls Analytics
Enhanced calls section with:- Call List
- Analytics
- Last 200 calls with detailed information
- Status, duration, destination, and timestamp
- Expandable call details with transcripts
Click View All to open the full calls analytics dashboard with advanced filtering and export options.
Advanced Agent Cloning
Clone Agent with Enhanced Options
Configure Clone
In the clone modal, specify:
- New agent name
- Target company (if you have access to multiple)
- Phone number assignment
- Configuration mode:
- Exact Copy: Duplicate all settings
- Template Mode: Copy structure, clear data
- Cross-Company: Adapt for different organization
Clone Use Cases
| Scenario | Benefits |
|---|---|
| A/B Testing | Create variants with different prompts |
| Department Adaptation | Modify existing agent for new team |
| Backup Creation | Maintain working versions during updates |
| Template Distribution | Share proven configurations across companies |
Edit Agents
Advanced Editor Agents
Agents with the “Advanced” badge support full configuration editing:- Configuration
- Conversation
- Knowledge
- Tools
- Basic settings and metadata
- Voice selection and speech parameters
- Language and localization settings
Standard Agents
Non-advanced agents support basic configuration updates through the simplified editor interface.Testing and Quality Assurance
Enhanced Test Calling
Inbound Testing
Test how your agent handles incoming calls:
- Direct dial testing
- One-click calling from dashboard
- Automatic call logging
Version Testing (Advanced Agents)
Advanced agents support testing specific versions:Bulk Operations and Management
Bulk Selection
- Select Multiple: Use checkboxes to select agents
- Select All: Choose all visible agents
- Select by Filter: Bulk select based on current filters
Bulk Actions
| Action | Description |
|---|---|
| Enable/Disable | Batch status changes |
| Company Transfer | Move agents between companies |
| Backup Creation | Create bulk backups |
| Performance Export | Export metrics for selected agents |
Global Member Search
Search across all agents and team members:- Cmd/Ctrl + K: Open command palette
- Search agents, members, and companies
- Quick navigation and actions
Permissions and Access Control
User Roles and Capabilities
- Admin Users
- Advanced Editor Users
- Standard Users
- Full agent management access
- Advanced cloning and bulk operations
- Cross-company agent management
- System configuration access
Company Access Management
Control agent visibility and access across organizations:- Multi-company Users: Filter and manage agents across companies
- Single Company Users: Restricted to assigned organization
- Guest Access: View-only permissions with limited functionality
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
| Cmd/Ctrl + K | Open command palette |
| Cmd/Ctrl + Shift + E | Toggle view mode |
| Cmd/Ctrl + F | Focus search field |
| Cmd/Ctrl + Z | Undo last action |
| Escape | Close active modal |
Next Steps
Phone Numbers
Assign and manage phone numbers for your agents.
Advanced Editor
Learn to use the Advanced Editor for complex configurations.
Knowledge Base
Manage agent knowledge and information sources.
Analytics
Monitor agent performance and call metrics.