Prerequisites Before creating an agent, ensure you have:
An active Meetzy account with dashboard access
At least one phone number available in your account
Basic understanding of your use case (sales, support, etc.)
The Advanced Editor The Advanced Editor is a three-panel interface for configuring your agent:
Panel Description Left Panel Navigation between configuration sections Central Editor Main editing area for system prompt and settings Right Panel Playground for testing and debugging
Button Description ← Back Return to agents list 🏷️ Version Badge Current version (e.g., v.1, v.2) ✓ Check Validate configuration ⬇️ Pull Sync with latest version 🚀 Publish Deploy to production
Left Panel The left sidebar contains all configuration sections:
Icon Section Description ⚙️ Settings Basic agent configuration 👋 Greetings Welcome messages for calls 📄 Input Params Dynamic variables for personalization 📚 Knowledge Base Documents and FAQs the agent can reference 🔧 Actions & Tools Integrations and external APIs ✅ Evaluations Automated tests to validate agent behavior 📥 Output Settings Data the agent should capture
Step 1: Basic Settings Click the Settings icon (Cog) to configure:
Agent Name Internal identifier for your agent. Choose a descriptive name like:
“Sales Qualification Agent”
“Customer Support - Billing”
“Appointment Reminder”
Company Select which company this agent belongs to (for multi-company accounts).
Twilio Account Choose the Twilio account for phone calls.
Phone Number Phone numbers are exclusive resources. Each number can only be assigned to one agent at a time.
Select an available phone number from the dropdown. If none are available:
Release a number from another agent
Request new numbers via the “Request more numbers” link
Language Model (LLM) Select the AI model that powers your agent’s conversations. Available models:
Anthropic (Claude) Model Features Claude Haiku 4.5 Recommended. Ultra Fast. Best for tool calling.
OpenAI (GPT) Model Features GPT-4o Balanced speed and quality GPT-4.1 Latest full model GPT-4.1 Mini Faster, cost-effective GPT-4.1 Nano Fastest, most economical
Google (Gemini) Model Features Gemini 3 Flash Preview Newest. Preview release. Gemini 2.5 Flash Fast and capable Gemini 2.5 Flash Lite Lighter, faster version Gemini 2.0 Flash Stable, fast Gemini 2.0 Flash Lite Lightweight version Gemini 1.5 Pro Most capable, higher latency Gemini 1.5 Flash Ultra Fast. Good balance.
For most use cases, start with Claude Haiku 4.5 or Gemini 2.5 Flash . They offer the best balance of speed, quality, and cost.
Call Recording Toggle to enable/disable call recordings. When enabled:
All calls are recorded and stored
Recordings are available in the Calls section
Required for quality assurance and training
Meetzy Foundation Optional base components that enhance your agent:
Component Description Safety Guardrails Prevents harmful or inappropriate responses Conversational Aspects Improves natural conversation flow Agent Work Experience Pre-trained behaviors for common scenarios
Step 2: Greetings Click the Greetings icon (Hand Raised) to configure welcome messages.
Inbound Greeting The first message when a customer calls your agent:
Hello! Thank you for calling {{company_name}}. How can I help you today?
Outbound Greeting The first message when your agent calls a customer:
Hi {{customer_name}}, this is {{agent_name}} from {{company_name}}. I'm calling regarding {{reason}}. Is this a good time to talk?
Templates Select from pre-built greeting templates:
Sales Call
Customer Support
Appointment Reminder
Survey Introduction
Dynamic Variables Use variables to personalize greetings:
Variable Example {{customer_name}}”John” {{company_name}}”Acme Corp” {{agent_name}}”Sarah” {{appointment_date}}”March 15th at 2pm”
Step 3: System Prompt The central editor contains the System Prompt - the core instructions that define your agent’s behavior.
Structure A good system prompt includes:
Role Definition : Who the agent isObjective : What the agent should accomplishGuidelines : How to handle specific situationsConstraints : What the agent should NOT do
Example You are a friendly sales qualification agent for Acme Corp. ## Objective Qualify leads by understanding their needs and budget, then schedule a demo with a sales representative. ## Guidelines - Be conversational and friendly - Ask about their current challenges - Understand their timeline and budget - If qualified, offer to schedule a demo ## Constraints - Never discuss pricing directly - Don't make promises about features - Transfer to human if customer is upset
Click the Input Params icon (Document) to define variables passed to each call.
Common parameters:
Parameter Type Description phoneString Customer’s phone number nameString Customer’s name emailString Customer’s email companyString Customer’s company lead_sourceString Where the lead came from
These parameters are available in your system prompt and greetings using {{param_name}} syntax.
Step 5: Knowledge Base Click the Knowledge Base icon (Book Stack) to add reference documents.
Upload documents the agent can reference during calls:
Product FAQs
Pricing information
Company policies
Common objections and responses
The agent searches the knowledge base contextually during conversations. It doesn’t memorize everything - it retrieves relevant information when needed.
Click the Actions & Tools icon (Wrench) to configure integrations.
Available actions:
Action Description Transfer Call Route to human agent Send SMS Send text message to customer Send Email Send email to customer Calendar Booking Schedule appointments CRM Update Update customer records Custom Webhook Call any external API
Step 7: Evaluations Click the Evaluations icon (Check Badge) to set up automated tests.
Create test scenarios to validate your agent:
Scenario: Customer asks about pricing Expected: Agent should NOT discuss specific prices Expected: Agent should offer to connect with sales team
Step 8: Output Settings Click the Output Settings icon (Inbox) to define data extraction.
Specify what information the agent should capture:
Field Type Description qualifiedBoolean Is the lead qualified? budget_rangeString Estimated budget timelineString Purchase timeline next_stepsString Agreed follow-up actions pain_pointsArray Customer’s challenges
Extracted data is available in call summaries and can be sent to your CRM.
Publishing Your Agent When your configuration is complete:
Validate
Click Check to validate your configuration. Fix any errors.
Test
Use the Playground (right panel) to test conversations.
Make test calls
Use “Init Call” from the agents list to make real phone calls.
Publish
Click Publish to deploy your agent to production.
Publishing creates a new version. The previous version remains available for rollback if needed.
Next Steps
Manage Agents Learn to view, edit, and organize your agents.
Phone Health Monitor your phone numbers’ health.
