> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetzy.es/llms.txt
> Use this file to discover all available pages before exploring further.

# Introduction to Advanced Editor

> Learn about the Advanced Editor including Creation Overlay with prompt-first agent creation, Meetzy Foundation components, and specialized skills system

## 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.

<Info>
  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.
</Info>

## 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

<Steps>
  <Step title="Describe tu Agente en Lenguaje Natural">
    Simplemente describe qué quieres que haga tu agente en español o cualquier idioma

    Ejemplo: "Un agente que responde llamadas de atención al cliente para una clínica dental, agenda citas y transfiere casos urgentes a la recepcionista"
  </Step>

  <Step title="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
  </Step>

  <Step title="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
  </Step>

  <Step title="Transición sin Interrupciones">
    La experiencia de creación transiciona suavemente al Editor Avanzado completo para personalización y ajuste fino de la configuración generada por Foundation
  </Step>
</Steps>

### 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

<Warning>
  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.
</Warning>

## 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

<Steps>
  <Step title="Describe Your Agent">
    Simply describe what you want your agent to do in plain English

    Example: "An agent that answers customer support calls for a dental clinic, books appointments, and transfers urgent cases to the receptionist"
  </Step>

  <Step title="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
  </Step>

  <Step title="Foundation-Powered Configuration">
    Built on **Meetzy Foundation**, your agent includes:

    * Industry-specific conversation patterns
    * Pre-trained domain knowledge
    * Optimized response templates
    * Advanced skill integrations
  </Step>

  <Step title="Seamless Transition">
    The overlay smoothly transitions to the full Advanced Editor for customization and fine-tuning of the generated Foundation setup
  </Step>
</Steps>

### 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

<Warning>
  You can always skip the Creation Overlay and start with a blank agent by clicking "or start from scratch" during the creation process.
</Warning>

### 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.

<Info>
  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.
</Info>

#### 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

<Warning>
  If you have unsaved changes when switching agents, you'll be prompted to save or discard them before proceeding to prevent data loss.
</Warning>

## When to Use the Advanced Editor

| Scenario                                      | Recommended 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 duplication                       | Agents Dashboard                     |
| Bulk agent management                         | Agents 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:

| Icon | Section         | Description                                                    | Shortcut |
| ---- | --------------- | -------------------------------------------------------------- | -------- |
| ⚙️   | Basic Settings  | Name, language, voice, LLM model, Foundation setup             | ⌘1       |
| 👋   | Greetings       | Foundation-powered welcome messages for inbound/outbound calls | ⌘2       |
| 🔧   | Input Params    | Dynamic variables for personalized calls                       | ⌘3       |
| 📚   | Knowledge Base  | Documents, FAQs, Foundation knowledge                          | ⌘4       |
| 🛠️  | Actions & Tools | Skills, 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 and Foundation setup | ⌘J       |
| 🎮 Playground | Test your agent with Foundation components and skills          | ⇧⌘P      |
| 📋 Tests      | Create and run automated regression tests                      | ⇧⌘T      |
| 🔄 Changes    | Track changes with Git-like version control                    | ⌘G       |

#### Expand the Right Panel for a Better Reading Experience

The right panel now includes an **expand button** that widens the panel so you can read Meetzy Copilot's messages, Playground results, Tests, and the Changes history much more comfortably.

<Info>
  Look for the expand icon in the right panel's header, right next to the tab selector. Clicking it widens the panel to a more spacious layout, and clicking it again returns it to its original size.
</Info>

It's a small addition, but once you toggle it on, you'll immediately notice how much easier it is to follow long Copilot explanations, compare Playground conversation turns, or review detailed diffs in the Changes tab, no more squinting at cramped text in a narrow column.

<Steps>
  <Step title="Open any right panel tab">
    Select Meetzy, Playground, Tests, or Changes from the right panel tabs.
  </Step>

  <Step title="Click the expand icon">
    Locate the expand button in the top-right area of the panel and click it to widen the panel.
  </Step>

  <Step title="Read comfortably">
    Enjoy a wider, more readable layout for long messages, test results, or change diffs.
  </Step>

  <Step title="Collapse when done">
    Click the icon again to collapse the panel back to its default width and regain space for the editor.
  </Step>
</Steps>

<Warning>
  On smaller screens, expanding the right panel may temporarily reduce the visible space for the left configuration panel and the Monaco editor. Collapse it again once you've finished reading.
</Warning>

## 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.

<Info>
  The version control system enables seamless team collaboration with automatic conflict detection, branching capabilities, and comprehensive change tracking.
</Info>

### 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        |

<Warning>
  When status shows "Conflicts" or "Locked", resolve these issues before attempting to publish changes to avoid data loss.
</Warning>

### 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

<Tabs>
  <Tab title="Foundation Testing">
    Test Foundation components and their integration:

    * Validate industry-specific conversation patterns
    * Test Foundation knowledge application
    * Verify skill integrations work correctly
    * Analyze Foundation component performance
  </Tab>

  <Tab title="Skills Testing">
    Test individual specialized skills:

    * Appointment management workflows
    * Information gathering capabilities
    * Call routing and transfer logic
    * Integration with external systems
  </Tab>

  <Tab title="Scenario Tests">
    Test specific conversation scenarios with defined success criteria:

    * Configure user personas and conversation goals
    * Set multiple success/failure examples using Foundation patterns
    * Use dynamic variables for realistic scenarios
    * Track test performance over time
  </Tab>

  <Tab title="Interactive Simulation">
    Real-time conversation simulation:

    * Live conversation testing with Foundation components
    * Skills-enabled conversation flows
    * Configurable turn limits for focused testing
    * Real-time streaming of AI responses
    * Context variable injection for dynamic scenarios
  </Tab>

  <Tab title="Batch Reliability Testing">
    Run tests multiple times for statistical confidence:

    * Configurable repeat counts (1-10x)
    * Batch progress tracking with visual indicators
    * Aggregate results analysis
    * Statistical reliability reporting
  </Tab>
</Tabs>

### 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

<Info>
  Skills are automatically suggested and configured based on your Creation Overlay prompt, but can be manually added or removed in the Actions & Tools section.
</Info>

## Workflow Best Practices

<Steps>
  <Step title="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.
  </Step>

  <Step title="Review Foundation Setup">
    Examine the automatically configured Foundation components and skills. Verify they match your requirements and add or remove as needed.
  </Step>

  <Step title="Check Version Control Status">
    Always verify the Git status indicator before starting work to understand collaboration state and avoid conflicts.
  </Step>

  <Step title="Pull Latest Team Changes">
    Use "Check" and "Pull" buttons to synchronize with your team's latest changes before making modifications.
  </Step>

  <Step title="Fine-tune Foundation Configuration">
    Adjust Foundation-powered settings, greetings, and system prompts generated from your initial description.
  </Step>

  <Step title="Configure Skills">
    Review and configure the specialized skills that were automatically added based on your prompt.
  </Step>

  <Step title="Add Knowledge & Tools">
    Upload knowledge base documents and configure additional integrations as needed for your specific use case.
  </Step>

  <Step title="Run Foundation Testing">
    Use the enhanced testing system to validate Foundation components, skills, and overall behavior comprehensively. Expand the right panel if you need more room to review long test results.
  </Step>

  <Step title="Review & Commit Changes">
    Use the Git changes panel to review modifications and commit with descriptive messages for proper version control.
  </Step>

  <Step title="Deploy to Production">
    Safely publish your Foundation-powered agent once all tests pass and collaboration status is clean.
  </Step>
</Steps>

## 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

### A More Comfortable Right Panel

The new expand toggle for the right panel might look like a minor visual tweak, but in daily use it turns out to matter more than expected:

* **Wider reading area** for long Copilot explanations and suggestions
* **Easier comparison** of Playground conversation turns side by side
* **Clearer Tests review** when reading detailed pass/fail explanations
* **More readable diffs** in the Changes tab when reviewing version history

<Info>
  Like Schrödinger's cat, this feature seems unremarkable until you actually open the box, once you try expanding the panel while reading a long Copilot response, you'll likely keep using it every day.
</Info>

### 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

<CardGroup cols={2}>
  <Card title="Creation Overlay" icon="sparkles" href="/advanced-editor/creation-overlay">
    Master the prompt-first Creation Overlay with Foundation components and automatic skill configuration
  </Card>

  <Card title="Foundation Components" icon="building-library" href="/advanced-editor/foundation-components">
    Learn about Meetzy Foundation components and how they power your agents
  </Card>

  <Card title="Skills System" icon="puzzle-piece" href="/advanced-editor/skills-system">
    Understand specialized skills and how to configure them for your use cases
  </Card>

  <Card title="Agent Navigation" icon="arrows-right-left" href="/advanced-editor/agent-selector">
    Learn to use the integrated agent selector for efficient workflow management
  </Card>

  <Card title="Version Control" icon="code-branch" href="/advanced-editor/version-control">
    Understand Git-like collaboration, conflict resolution, and team coordination
  </Card>

  <Card title="Enhanced Testing" icon="clipboard-check" href="/advanced-editor/tests">
    Use Foundation testing, skills validation, and advanced test features
  </Card>

  <Card title="Basic Settings" icon="gear" href="/advanced-editor/basic-settings">
    Configure Foundation-powered settings, voice, LLM model, and core configuration
  </Card>

  <Card title="Knowledge Base" icon="book" href="/advanced-editor/knowledge-base">
    Add documents, FAQs, and integrate Foundation knowledge with your content
  </Card>
</CardGroup>