Simple vs Expert Mode

Switching modes never resets your configuration. Settings changed in Expert mode are preserved when you switch back to Simple.

What Changes By Mode

Area	Simple mode	Expert mode
General	Curated language, transcriber, model, and voice setup	Full provider catalogs, custom model endpoint, keywords, cloned voices, voice settings, custom pronunciations, Smart Filler, and thinking sounds
Prompt	Full prompt editor, variables, templates, and writing guide	Same controls as Simple mode
Knowledge	Connect knowledge bases, folders, or items with default retrieval behavior	Adds access mode selection, including RAG or Context, and context budget controls
Tools	Core tool setup for transfers, booking, custom actions, and web search	Adds Calculator, MCP servers, and advanced custom action headers, query parameters, JSON body, and runtime variables
Call Flow	Greeting, response timing presets, max call duration, reminders, call ending, and keypad input	Adds Dynamic Context, outbound greeting override, custom timing, interruption controls, AI turn detection, and advanced silence settings
Analytics	Goals, insights, and standard analyses	Adds analysis model and analysis language controls
Privacy	Pre-call announcement, data retention, recording opt-out, and plan-dependent retention overrides	Same controls as Simple mode
Campaigns and exports	Standard campaign and conversation workflows	Adds campaign AMD mode, ring timeout, contact completion timeout, and advanced export formats

When To Use Each Mode

Use Simple when…	Use Expert when…
You are building your first agent	You need custom model or voice providers
Quick setup is more important than fine-tuning	You are integrating MCP servers or custom APIs with variables
You do not need dynamic pre-call context	You need pre-call API lookups through Dynamic Context
Default turn-taking works well	You need precise control over timing, interruptions, or silence behavior
You are a business user managing standard workflows	You are a developer, operations owner, or voice engineer optimizing behavior

Start in Simple mode. Switch to Expert when you need a control that is not shown. You can always switch back.

What Changes By Mode