> ## Documentation Index
> Fetch the complete documentation index at: https://docs.itellico.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Simple vs Expert Mode

> Understand when to use Simple or Expert mode in the agent editor

The agent editor supports two interface modes. **Simple** keeps common setup paths visible. **Expert** adds advanced controls for model, voice, timing, tools, knowledge, campaigns, and exports.

**Switch modes:** Use the **Simple / Expert** toggle in the top right, or go to **Profile → Preferences**.

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

## 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 |

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

## Next Steps

<CardGroup cols={2}>
  <Card title="Agent Editor" icon="pen-to-square" href="/build/getting-started/agent-editor">
    View the full editor reference
  </Card>

  <Card title="User Profile" icon="user" href="/accounts/user-profile">
    Change your default mode
  </Card>
</CardGroup>
