Create Your First Agent

Creating an Agent

Meetzy offers two ways to create your AI voice agent:

Prompt-First Creation (Recommended)
Advanced Editor

The fastest way to get started. Simply describe what your agent should do, and Meetzy builds it for you automatically.

Prompt-First Creation

As soon as you click “New Agent”, Meetzy no longer drops you directly into an empty editor. Instead, a full-screen creation overlay appears — a welcoming screen with an animated wave background — where you describe your agent in natural language and let Meetzy Copilot generate the initial configuration for you.

Describe what you want, press Enter, and Meetzy builds a working agent automatically. This is the recommended starting point for both new and experienced users.

The Creation Screen

The overlay is intentionally minimal and distraction-free:

A centered heading, “What should your agent do?”, with the subtitle “Describe it and let Meetzy build it for you.”
A large textarea with a soft gradient border, auto-focused so you can start typing immediately.
A send button (arrow icon) that fades in as soon as you type something.
A subtle animated wave background rendered on canvas, which automatically adapts to your light/dark theme.
The Meetzy logo centered at the top, and a back button in the top-left corner to return to the agents list.

Describe Your Agent

In the text area, describe what you want your agent to do. Be specific about:

Purpose: What is the agent’s main function?
Industry/Context: What business or service does it support?
Key Actions: What should it be able to do?
Escalation: When should it transfer to humans?

Example descriptions:

An agent that answers customer support calls for a dental clinic, 
books appointments, and transfers urgent cases to the receptionist.

A sales qualification bot for a real estate company that qualifies 
leads, schedules property viewings, and collects contact information.

Customer service agent for an e-commerce store that handles order 
inquiries, processes returns, and provides shipping updates.

Generate Your Agent

Press Enter or click the send button (arrow icon) to launch the generation. Meetzy Copilot will automatically:

Generate an appropriate system prompt
Configure basic settings and phone integration
Set up default greetings for inbound/outbound calls
Create relevant input/output parameters
Add suggested tools and actions

While your description is processed, the overlay animates out and the Advanced Editor fades in with your new configuration already applied.

Review and Customize

Your agent opens in the Advanced Editor where you can:

Review the generated configuration
Customize the system prompt
Adjust settings and parameters
Test with the playground
Publish when ready

Skipping the Prompt-First Flow

If you’d rather build your agent manually, section by section, you don’t have to write a description at all.

Click “or start from scratch” below the textarea (or press Escape) to dismiss the creation overlay instantly and land directly in the Advanced Editor with a blank configuration.

This shortcut is ideal for advanced users who already know exactly what they want to configure, or when you’re duplicating patterns you’ve used before. The back arrow in the top-left corner also skips the overlay and returns you to the agents list.

Creation Screen Features

Animated Background: A lightweight canvas-based wave animation that adapts to your theme
Keyboard Shortcuts:
- Press Enter to generate your agent from the description
- Press Escape to skip straight to the Advanced Editor
Theme Aware: Automatically matches your light/dark theme preference
Mobile Friendly: Works perfectly on mobile devices
Auto-focus: The textarea is focused automatically so you can start typing right away
Smooth Transition: The overlay animates out gracefully once you submit your prompt, revealing the editor underneath

The creation overlay only appears when starting a brand-new agent from scratch. If you’re editing an existing agent, or if your configuration was already pre-populated (for example, through onboarding), you’ll be taken directly to the Advanced Editor.

Automatic Agent Creation from Onboarding

When you complete the onboarding flow from our self-service landing page, Meetzy automatically creates your first agent to streamline your setup process.

If you came from our onboarding process, your agent configuration has been automatically preserved and you’ll be redirected directly to the agent editor with your initial settings applied — the prompt-first creation overlay is skipped in this case, since your description was already captured during onboarding.

How It Works

Onboarding Data Preservation

The system automatically saves your onboarding configuration including:

Initial prompt description
Selected communication channels
Business directions and requirements

Automatic Redirection

After successful authentication, you’re automatically redirected to the agent creation editor instead of the standard dashboard

Pre-populated Configuration

Your agent editor opens with your onboarding data already applied, so you can immediately review and customize your agent

Onboarding data is automatically cleared after use to maintain security. If you navigate away before completing your agent setup, you’ll need to manually re-enter your configuration.

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.

If you used prompt-first creation, Meetzy Copilot has already generated an optimized system prompt based on your description. You can review and customize it here.

Structure

A good system prompt includes:

Role Definition: Who the agent is
Objective: What the agent should accomplish
Guidelines: How to handle specific situations
Constraints: 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

Step 4: Input Params

Click the Input Params icon (Document) to define variables passed to each call. Common parameters:

Parameter	Type	Description
`phone`	String	Customer’s phone number
`name`	String	Customer’s name
`email`	String	Customer’s email
`company`	String	Customer’s company
`lead_source`	String	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.

Step 6: Actions & Tools

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
`qualified`	Boolean	Is the lead qualified?
`budget_range`	String	Estimated budget
`timeline`	String	Purchase timeline
`next_steps`	String	Agreed follow-up actions
`pain_points`	Array	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.

Testing Your Agent

Before going live, thoroughly test your agent:

Playground Testing

Use the right panel’s Playground to:

Simulate conversations
Test different scenarios
Verify response quality
Check knowledge base integration

Test Calls

Make actual phone calls to verify:

Audio quality
Response timing
Phone number routing
End-to-end functionality

Next Steps

Manage Agents

Learn to view, edit, and organize your agents.

Phone Health

Monitor your phone numbers’ health.

​Creating an Agent

​Prompt-First Creation

​The Creation Screen

​Skipping the Prompt-First Flow

​Creation Screen Features

​Automatic Agent Creation from Onboarding

​How It Works

​Prerequisites

​The Advanced Editor

​Toolbar Actions

​Left Panel

​Step 1: Basic Settings

​Agent Name

​Company

​Twilio Account

​Phone Number

​Language Model (LLM)

​Anthropic (Claude)

​OpenAI (GPT)

​Google (Gemini)

​Call Recording

​Meetzy Foundation

​Step 2: Greetings

​Inbound Greeting

​Outbound Greeting

​Templates

​Dynamic Variables

​Step 3: System Prompt

​Structure

​Example

​Step 4: Input Params

​Step 5: Knowledge Base

​Step 6: Actions & Tools

​Step 7: Evaluations

​Step 8: Output Settings

​Publishing Your Agent

​Testing Your Agent

​Playground Testing

​Test Calls

​Next Steps

Manage Agents

Phone Health

Creating an Agent

Prompt-First Creation

The Creation Screen

Skipping the Prompt-First Flow

Creation Screen Features

Automatic Agent Creation from Onboarding

How It Works

Prerequisites

The Advanced Editor

Toolbar Actions

Left Panel

Step 1: Basic Settings

Agent Name

Company

Twilio Account

Phone Number

Language Model (LLM)

Anthropic (Claude)

OpenAI (GPT)

Google (Gemini)

Call Recording

Meetzy Foundation

Step 2: Greetings

Inbound Greeting

Outbound Greeting

Templates

Dynamic Variables

Step 3: System Prompt

Structure

Example

Step 4: Input Params

Step 5: Knowledge Base

Step 6: Actions & Tools

Step 7: Evaluations

Step 8: Output Settings

Publishing Your Agent

Testing Your Agent

Playground Testing

Test Calls

Next Steps