> ## 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.

# Manage Agents

> Learn how to view, edit, duplicate, and manage your voice agents in the Meetzy dashboard

## Overview

The **Agents** section provides comprehensive management tools for your voice agents with an enhanced split-panel interface:

<Tabs>
  <Tab title="Agents Panel">
    **Left Panel**: Agent list with advanced search, filters, and bulk actions
  </Tab>

  <Tab title="Details Panel">
    **Right Panel**: Detailed agent information, calls history, and quick actions
  </Tab>
</Tabs>

## 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

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

  <Step title="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
  </Step>

  <Step title="Filter by Features">
    Filter agents by capabilities:

    * **Advanced Editor**: Agents with advanced configuration
    * **Phone Health**: Agents with verified phone numbers
    * **CRM Integration**: Agents with CRM connections
  </Step>
</Steps>

<Info>
  Use **Clear Filters** to reset all active filters and view all agents.
</Info>

## 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:

<Tabs>
  <Tab title="Call List">
    * Last 200 calls with detailed information
    * Status, duration, destination, and timestamp
    * Expandable call details with transcripts
  </Tab>

  <Tab title="Analytics">
    * Call success rates and trends
    * Average call duration metrics
    * Peak usage times and patterns
  </Tab>
</Tabs>

<Note>
  Click **View All** to open the full calls analytics dashboard with advanced filtering and export options.
</Note>

## Advanced Agent Cloning

<Warning>
  Advanced cloning is available for admin users and agents with Advanced Editor enabled.
</Warning>

### Clone Agent with Enhanced Options

<Steps>
  <Step title="Select Agent">
    Choose the agent you want to clone from the agent list
  </Step>

  <Step title="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
  </Step>

  <Step title="Advanced Settings">
    Choose what to clone:

    * ✅ Basic configuration and greetings
    * ✅ System prompts and instructions
    * ✅ Knowledge Base documents
    * ✅ Actions & Tools configuration
    * ✅ Output parameters and formatting
    * ⚠️ Call history (optional)
    * ⚠️ Performance metrics (optional)
  </Step>
</Steps>

### 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:

<Tabs>
  <Tab title="Configuration">
    * Basic settings and metadata
    * Voice selection and speech parameters
    * Language and localization settings
  </Tab>

  <Tab title="Conversation">
    * System prompts and instructions
    * Greeting messages and variations
    * Conversation flow and branching logic
  </Tab>

  <Tab title="Knowledge">
    * Knowledge Base document management
    * Context and retrieval settings
    * Information sources and priorities
  </Tab>

  <Tab title="Tools">
    * Actions and API integrations
    * Function calls and webhooks
    * Output formatting and validation
  </Tab>
</Tabs>

### Standard Agents

Non-advanced agents support basic configuration updates through the simplified editor interface.

## Testing and Quality Assurance

### Enhanced Test Calling

<Steps>
  <Step title="Access Test Options">
    Click **Init Call** on any agent to reveal testing interface
  </Step>

  <Step title="Inbound Testing">
    Test how your agent handles incoming calls:

    ```
    Phone to test inbound call:
    +1 555 123 4567 [Copy] [Call Now]
    ```

    * Direct dial testing
    * One-click calling from dashboard
    * Automatic call logging
  </Step>

  <Step title="Outbound Testing">
    Configure and initiate outbound test calls:

    * Fill required form fields
    * Select voice and language options
    * Choose test phone number
    * Monitor call progress in real-time
  </Step>
</Steps>

### Version Testing (Advanced Agents)

Advanced agents support testing specific versions:

```
Agent Version Selection:
• Production version (default)
• v.1 - Initial configuration
• v.2 - Greeting improvements  
• v.3 - Enhanced conversation flow
• v.4 - Latest updates (draft)
```

<Warning>
  Test calls consume billable minutes from your plan. Monitor usage in the billing dashboard.
</Warning>

## 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

<Tabs>
  <Tab title="Admin Users">
    * Full agent management access
    * Advanced cloning and bulk operations
    * Cross-company agent management
    * System configuration access
  </Tab>

  <Tab title="Advanced Editor Users">
    * Create and edit advanced agents
    * Access to Knowledge Base and Tools
    * Version management and testing
    * Performance analytics
  </Tab>

  <Tab title="Standard Users">
    * View assigned agents
    * Basic testing capabilities
    * Call history access
    * Limited configuration changes
  </Tab>
</Tabs>

### 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

<CardGroup cols={2}>
  <Card title="Phone Numbers" icon="phone" href="/agents/phone-numbers">
    Assign and manage phone numbers for your agents.
  </Card>

  <Card title="Advanced Editor" icon="code" href="/agents/advanced-editor">
    Learn to use the Advanced Editor for complex configurations.
  </Card>

  <Card title="Knowledge Base" icon="book-open" href="/agents/knowledge-base">
    Manage agent knowledge and information sources.
  </Card>

  <Card title="Analytics" icon="chart-line" href="/agents/analytics">
    Monitor agent performance and call metrics.
  </Card>
</CardGroup>