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Overview

Basic Settings is the foundation of your AI agent configuration in Meetzy’s Advanced Editor. This section establishes the core identity and capabilities of your agent, including specialized skills, professional voice selection, advanced AI model options, and powerful foundational components that ensure professional-grade performance from the first call.

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Agent Identification

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Agent Name

Define your agent’s internal name for team identification and management:
Naming Best Practices: Use descriptive names like “Customer Support - English” or “Real Estate Sales - Spanish” to easily distinguish agents in your dashboard.

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Company Selection (Admin Only)

Administrators can assign agents to specific organizations within the system:
Company assignment determines available resources, phone numbers, and access permissions for the agent.

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Twilio Account Management (Admin Only)

Choose the appropriate Twilio account for new agent creation:
1

Select Twilio Account

Choose from available Twilio accounts in the dropdown menu
2

Automatic Resource Loading

Phone numbers and resources automatically populate for the selected account
3

Configuration Integration

Agent inherits the selected account’s settings and capabilities
Multiple Twilio accounts enable organization-specific configurations and billing separation.

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Advanced Phone Configuration

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Phone Number Assignment

Configure phone numbers for new agents with comprehensive management:
1

Select Twilio Account

Choose the appropriate Twilio account (admin users only)
2

Choose Available Number

Select from dynamically loaded available phone numbers
3

Request Additional Numbers

Use the direct Twilio link to purchase more numbers if needed
4

Verify Assignment

Confirm the number appears correctly in the configuration
Real-time Availability: Phone numbers are filtered by selected Twilio account and show only unassigned numbers.

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Enhanced Caller ID Management

Configure and manage client phone numbers for outbound calling with advanced verification and status tracking:
1

Initiate Addition

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

Enter Phone Information

Provide a descriptive name and the phone number for verification
3

Automatic Verification Call

Twilio initiates a verification call within 30 seconds
4

Code Entry

Enter the verification code provided during the automated call
5

Status Confirmation

Verify the caller ID status shows as “Verified” and ready for use
Automatic Process: Twilio automatically calls the provided number with a verification code - no manual intervention required.

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Outbound Numbers

The Outbound Numbers panel is where you manage the actual phone numbers your agent uses to place calls. Unlike other Basic Settings fields, this panel applies changes immediately rather than waiting for a save action, because it determines which number a live call will actually dial out from.
Not a Versioned Field: Outbound number changes take effect right away. There’s no draft state and no need to publish — adding or removing a number updates the agent’s active calling behavior instantly.
The top of the panel shows a single status banner summarizing how the agent currently calls out, followed by the list of numbers actively in rotation.Status Banner Meanings:
  • ✅ Calls only from 400 numbers: The agent has at least one 400 number assigned and will only dial from 400 numbers
  • ❌ Can’t make calls yet: The account is restricted to 400-only mode but no 400 number has been added
  • ℹ️ Calls from the numbers below: The agent uses its assigned caller IDs/lines; adding a 400 number will switch it to 400-only mode
  • ⚠️ Account not set up: The agent’s phone account configuration is incomplete — contact the Meetzy team
Each Number Entry Shows:
  • The phone number in E.164 format
  • A type badge (400, mobile, toll-free, geographic, etc.)
  • A “Line” badge for purchased numbers versus verified caller IDs
  • A “Temporary use” badge when the number comes from Meetzy’s shared 400 pool and may rotate
  • Whether the number is also shared with other agents on the account
Line Numbers Are Managed Elsewhere: Purchased phone numbers (lines) can’t be removed from this panel — manage them from the agent’s phone number configuration instead. Only caller IDs can be removed here.

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Account-Wide 400-Only Mode (Meetzy Team Only)

Visibility: This toggle is only visible to the Meetzy team, not to regular account users. When viewing an agent on behalf of a customer account, the panel displays a notice indicating you’re viewing as the Meetzy team.
The Meetzy team can enable a “400-only” switch at the account level, forcing every agent on that account to place calls exclusively from 400 numbers, regardless of which individual caller IDs are assigned to each agent. Behavior When Enabled:
  • All agents on the account inherit the 400-only restriction automatically
  • Agents without a 400 number assigned will be unable to place calls until one is added
  • The status banner on each agent reflects this account-level policy rather than a per-agent decision
Account-Level Impact: This is an account-wide policy change, not a per-agent setting. Enabling it affects every agent under that account simultaneously.

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Agent Skills and Professional Expertise

Transform your agent with specialized industry skills and expertise templates that enhance conversation quality and task completion:
Professional Specializations:
  • Customer Service Excellence: Advanced support and resolution techniques
  • Sales & Lead Qualification: Persuasion and conversion strategies
  • Healthcare Coordination: Medical appointment scheduling and patient communication
  • Real Estate Assistance: Property information and showing coordination
  • Financial Services Support: Account management and financial guidance
  • Legal Intake Specialization: Case evaluation and consultation scheduling
  • Technical Support Expert: Troubleshooting and technical guidance
Enhanced Communication Skills:
  • Multi-language Proficiency: Advanced cross-cultural communication
  • Conflict Resolution: De-escalation and problem-solving techniques
  • Appointment Management: Scheduling optimization and coordination
  • Data Collection & Validation: Information gathering and verification

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Voice Agents and Personality Selection

Choose from specialized voice agents with unique personalities and professional backgrounds designed for specific business scenarios:
Available Specializations:
  • Customer Service Representatives: Professional, helpful, and solution-oriented
  • Sales Professionals: Persuasive, confident, and relationship-building focused
  • Technical Support Specialists: Patient, knowledgeable, and detail-oriented
  • Healthcare Coordinators: Empathetic, professional, and scheduling-focused
  • Appointment Schedulers: Efficient, organized, and calendar-management expert
  • General Purpose Assistants: Versatile, adaptable, and multi-skilled
Personality Characteristics:
  • Unique speaking patterns and conversation styles
  • Industry-appropriate vocabulary and terminology
  • Professional demeanor and communication approaches
  • Specialized knowledge and expertise areas

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Language and Voice Configuration

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Advanced Language Selection

Configure your agent’s primary communication language with comprehensive regional support: Supported Languages:
  • 🇺🇸 English - Global business standard
  • 🇪🇸 Spanish - Iberian and Latin American variants
  • 🇫🇷 French - Metropolitan and Canadian French
  • 🇩🇪 German - Standard and Austrian variants
  • 🇮🇹 Italian - Standard Italian
  • 🇵🇹 Portuguese - European Portuguese
  • 🇧🇷 Portuguese (Brazil) - Brazilian variant
  • 🇨🇳 Chinese - Mandarin (Simplified)
  • 🇮🇳 Hindi - Standard Hindi
  • 🇯🇵 Japanese - Standard Japanese
  • 🇰🇷 Korean - Standard Korean
  • 🇦🇷 Arabic - Modern Standard Arabic
  • And 20+ additional languages including Ukrainian, Vietnamese, Indonesian, and more
Language Impact Areas:
  • Voice synthesis pronunciation and accent accuracy
  • Speech recognition precision and processing
  • Greeting template availability and suggestions
  • AI model language comprehension and response quality
  • Cultural communication patterns and etiquette

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Professional Voice Selection

Comprehensive Voice Collection:
  • All Voices: Complete professional voice library
  • Male Voices: Authoritative and confident options
  • Female Voices: Professional and approachable selections
  • Search Function: Find specific voices by name or characteristics
Voice Preview Features:
  • High-quality audio samples for every voice
  • Context-appropriate conversation examples
  • Professional phone conversation demonstrations
  • Quality and clarity assessment tools

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Advanced AI Model Selection

Choose from leading AI models across multiple providers to power your agent’s intelligence and conversation capabilities:
Gemini Advantages:
  • Optimized Default: Gemini 3.1 Flash Lite Preview provides excellent out-of-the-box performance
  • Advanced Context: Superior conversation memory and context understanding
  • Cost Efficiency: Multiple options balancing capability and operational costs
  • Reliability: Proven performance across diverse business scenarios

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Intelligence Configuration

The Intelligence section groups together the controls that directly affect how your agent “thinks” and speaks during a call, plus the switches that turn Meetzy’s predefined prompt blocks on or off. These controls live alongside your AI model selection and are among the most impactful settings in the Advanced Editor.
What Temperature Controls:The Temperature slider adjusts the randomness and creativity of the selected AI model’s responses. It ranges from 0.0 (fully deterministic) to 1.0 (highly creative and varied).
Recommended Default: A mid-range temperature (around 0.5) offers the best balance between natural conversation flow and predictable, on-brand responses for most phone agents.
High Temperature Risk: Setting temperature too high can cause the agent to drift off-script, invent information, or respond inconsistently across calls. Always test thoroughly after adjusting.

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Meetzy Foundation Components

Leverage Meetzy’s powerful built-in foundational components that provide professional-grade conversation capabilities refined through thousands of real-world interactions. Each component below is controlled by its own toggle switch in the Intelligence section, letting you activate or deactivate the corresponding predefined prompt block at any time.
Comprehensive Protection Framework:
  • Content Filtering: Advanced inappropriate content prevention across all topics
  • Professional Standards: Consistent business communication tone and approach
  • Edge Case Management: Graceful handling of unexpected inputs and scenarios
  • Security Protection: Defense against prompt injection and manipulation attempts
  • Compliance Assurance: Adherence to industry communication standards
  • Context Awareness: Appropriate responses based on conversation context
  • Industry Best Practices: Following established business communication protocols
Toggle Behavior:
  • Default State: Toggle is on by default for maximum protection
  • Zero Setup: Functions automatically without additional configuration once enabled
  • Transparent Operation: Works seamlessly alongside custom prompts and behaviors
  • Instant Effect: Switching the toggle off immediately removes the guardrail prompt block from the agent
Recommended Practice: Keep the Safety Guardrails toggle enabled unless specific requirements conflict with professional conversation standards.

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Advanced Conversational Behavior Configuration

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Response Management

Fine-tune how your agent handles conversation timing and responses:
Eagerness Control:
  • Low: More patient, allows longer pauses before responding
  • Normal: Balanced response timing for natural conversation flow (recommended)
  • High: Quick responses, minimal wait time
  • Auto: AI-determined optimal timing based on context
Timeout Configuration:
  • Turn Timeout: Time to wait before considering caller finished speaking (6 seconds default)
  • Silence End Call Timeout: Maximum silence before ending call (25 seconds default)
  • Spelling Patience: Handle spelling requests (auto/enabled/disabled)
Default Optimization: Standard settings (Normal eagerness, 6s turn timeout, 25s silence timeout) are optimized for professional phone conversations.

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Call Recording and Compliance

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Recording Configuration

Comprehensive Call Recording Benefits:
  • Quality Assurance: Monitor and maintain high service standards
  • Training Data: Collect valuable interaction data for improvement
  • Compliance Documentation: Maintain audit trails and regulatory compliance
  • Performance Analytics: Analyze conversation patterns and success rates
  • Customer Service Verification: Validate service quality and resolution effectiveness
Recording is controlled by the Record Calls toggle in the Intelligence section, described above. Switching it on stores audio for every completed call; switching it off skips recording entirely for that agent.
Default Enabled: Call recording is enabled by default to provide maximum value from every interaction and support continuous improvement.

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Agent Documentation

Internal Description Management:
  • Maximum Length: Up to 1,000 characters for comprehensive documentation
  • Internal Use: Description is not visible to callers or external users
  • Team Coordination: Help team members understand agent purpose and configuration
  • Organization: Useful for managing multiple agents across different use cases
  • Deployment Notes: Include special considerations and configuration details

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Integration and Advanced Editor Workflow

1

Foundation Setup

Complete all basic settings including name, company, phone configuration, and foundational components
2

Capability Selection

Choose specialized skills, voice agents, and AI models appropriate for your use case
3

Voice Optimization

Configure language, voice selection, and fine-tune voice parameters for optimal performance
4

Intelligence Tuning

Set the model Temperature, decide whether to enable call recording, and review the three Foundation Components toggles
5

Behavioral Configuration

Set up conversational behavior, response timing, and call management parameters
6

Verification and Testing

Verify all settings, test caller ID functionality, and validate configuration completeness
7

Advanced Configuration

Proceed to configure greetings, system prompts, and additional tools and actions

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Integration with Advanced Editor

Seamless Workflow Integration:
  • Voice Agents: Automatically configure appropriate voice and behavioral settings
  • Specialized Skills: Integrate with system prompts and conversation patterns
  • Foundation Components: Work harmoniously with custom prompts and tools, and can be toggled independently
  • Language Selection: Influence greeting templates and conversation suggestions
  • AI Models: Optimize for specific conversation complexity and requirements, tuned further via the Temperature slider
Workflow Optimization: Complete basic settings configuration before proceeding to other Advanced Editor sections for optimal agent development experience.

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Troubleshooting and Best Practices

Phone Number Problems:
Permanent Assignment: Phone numbers cannot be changed after agent creation. Plan allocation carefully and verify availability before proceeding.
Common Solutions:
  • Verify Twilio account permissions and active status
  • Confirm phone number availability in your target regions
  • Check account credits and billing status
  • Validate webhook configurations are properly established
  • Ensure selected account has appropriate regional coverage

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Advanced Features and Optimization

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Multi-Agent Management

Administrative Capabilities:
  • Company Assignment: Organize agents by business unit or client
  • Twilio Account Selection: Manage multiple telephony configurations
  • Resource Allocation: Distribute phone numbers and caller IDs efficiently
  • Permission Management: Control access and modification rights
  • Bulk Configuration: Streamline setup for multiple similar agents

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Performance Monitoring

Configuration Quality Assurance:
  • Validation Checks: Automated verification of configuration completeness
  • Component Integration: Ensure all selected features work harmoniously
  • Resource Verification: Confirm all required resources are properly assigned
  • Testing Preparation: Configuration readiness for Playground testing
  • Deployment Validation: Pre-deployment configuration verification

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Next Steps in Agent Development

1

Complete Basic Configuration

Finalize all basic settings, verify configurations, and ensure all required resources are properly assigned
2

Configure Agent Greetings

Set up appropriate inbound and outbound greetings that align with your agent’s personality and use case
3

Define System Prompt

Create comprehensive personality and behavioral instructions that leverage your selected foundational components
4

Set Up Tools and Actions

Configure call handling, transfer capabilities, and external system integrations as needed
5

Comprehensive Testing

Use the Playground to thoroughly test all configurations and conversation scenarios
6

Deploy and Monitor

Launch your agent and continuously monitor performance using analytics and call recordings
Continuous Improvement: After deployment, regularly analyze call recordings and performance metrics to identify optimization opportunities and enhance agent effectiveness.