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 |
What Does Not Change
These areas are available in both modes:- prompt editor
- prompt variables
- prompt templates
- notifications and post-call automation
- privacy basics
- conversation review
- agent testing entry points
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 |
Next Steps
Agent Editor
View the full editor reference
User Profile
Change your default mode