> ## 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.

# Create Your First Agent

> Complete guide to creating and configuring an AI voice agent in Meetzy

## Creating an Agent

Meetzy offers two ways to create your AI voice agent:

<Tabs>
  <Tab title="Prompt-First Creation (Recommended)">
    The fastest way to get started. Simply describe what your agent should do, and Meetzy builds it for you automatically.
  </Tab>

  <Tab title="Advanced Editor">
    Full control over every aspect of your agent's configuration using our three-panel interface.
  </Tab>
</Tabs>

## Prompt-First Creation

When creating a new agent, Meetzy presents an intuitive creation overlay where you can describe your agent in natural language.

<Info>
  This is as fundamental as the second law of thermodynamics: describe what you want and Meetzy generates it automatically.
</Info>

### Using the Creation Overlay

When you create a new agent, you'll see a beautiful overlay with an animated wave background. This is your starting point for rapid agent creation.

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

  <Step title="Generate Your Agent">
    Press **Enter** or click the send button (arrow icon) to generate your agent. Meetzy's AI 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
  </Step>

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

### Creation Overlay Features

* **Animated Background**: A beautiful WebGL wave animation that adapts to your theme
* **Keyboard Shortcuts**: Press `Enter` to generate or `Escape` to start from scratch
* **Theme Aware**: Automatically matches your light/dark theme preference
* **Mobile Friendly**: Works perfectly on mobile devices

<Info>
  You can always skip the prompt-first creation by clicking "or start from scratch" to open the Advanced Editor directly.
</Info>

## 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.

<Info>
  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.
</Info>

### How It Works

<Steps>
  <Step title="Onboarding Data Preservation">
    The system automatically saves your onboarding configuration including:

    * Initial prompt description
    * Selected communication channels
    * Business directions and requirements
  </Step>

  <Step title="Automatic Redirection">
    After successful authentication, you're automatically redirected to the agent creation editor instead of the standard dashboard
  </Step>

  <Step title="Pre-populated Configuration">
    Your agent editor opens with your onboarding data already applied, so you can immediately review and customize your agent
  </Step>
</Steps>

<Warning>
  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.
</Warning>

## 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             |

### Toolbar Actions

| 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

<Warning>
  Phone numbers are exclusive resources. Each number can only be assigned to one agent at a time.
</Warning>

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.    |

<Info>
  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.
</Info>

### 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.

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

### Structure

A good system prompt includes:

1. **Role Definition**: Who the agent is
2. **Objective**: What the agent should accomplish
3. **Guidelines**: How to handle specific situations
4. **Constraints**: What the agent should NOT do

### Example

```markdown theme={null}
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

<Warning>
  The agent searches the knowledge base contextually during conversations. It doesn't memorize everything - it retrieves relevant information when needed.
</Warning>

## 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:

<Steps>
  <Step title="Validate">
    Click **Check** to validate your configuration. Fix any errors.
  </Step>

  <Step title="Test">
    Use the Playground (right panel) to test conversations.
  </Step>

  <Step title="Make test calls">
    Use "Init Call" from the agents list to make real phone calls.
  </Step>

  <Step title="Publish">
    Click **Publish** to deploy your agent to production.
  </Step>
</Steps>

<Warning>
  Publishing creates a new version. The previous version remains available for rollback if needed.
</Warning>

## 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

<CardGroup cols={2}>
  <Card title="Manage Agents" icon="list" href="/agents/manage-agents">
    Learn to view, edit, and organize your agents.
  </Card>

  <Card title="Phone Health" icon="heart-pulse" href="/agents/phone-health">
    Monitor your phone numbers' health.
  </Card>
</CardGroup>