Advanced

Every Journey Block in MagicBlocks includes two layers of configuration: Basic and Advanced. Both help shape how your AI Agent behaves during conversations, but they serve different purposes.

• The Basic tab gives your Agent a clear script and predictable flow.
• The Advanced tab lets you fine-tune behavior, adjust logic, and apply block-specific controls.

Together, they create a flexible system where beginners can keep things simple, and power users can customize every detail.

When to Use Each

Use Basic when you want:

• A simple, clean setup
• A natural conversation flow
• A predictable “Jobs to Do” structure
• Global Persona, Knowledge, and Guardrail defaults

Basic is perfect for most Agents. It’s direct, fast to set up, and easy to maintain.

Use Advanced when you want:

• More precision in how a block behaves
• Automatic actions triggered by conditions
• Different Persona or tone in specific steps
• Custom knowledge for certain parts of the conversation
• Additional guardrails (e.g., compliance or safety filters)

Advanced is ideal when you need deeper control or specialized behavior.

Feature Breakdown

How It Works

Basic Tab

The Basic tab focuses on the essentials — what the AI should say and do. This includes:

• The overall context of the block
• Your “Jobs to Do”
• The natural conversational steps

This is where you outline your “script”: simple, direct, and easy to follow.

Advanced Tab

The Advanced tab adds deeper customization, giving you tools such as:

• Persona overrides
• Custom knowledge per block
• Local guardrails
• Conditional logic (AND/OR rules)
• Automatic Actions that trigger without manual steps

This lets your Agent adjust its behavior dynamically based on user inputs, Key Facts, or specific conditions.

The Basic tab already delivers a strong foundation. It ensures your Agent stays consistent, clear, and on-brand. Many users build effective, high-converting Agents using Basic alone.

The Advanced tab is designed for users who want more tailored control. Instead of following a single script, the AI can:

• Shift tones or roles mid-conversation
• Pull from a different knowledge set during specific steps
• Automatically fire off actions when criteria are met
• Enforce strict compliance rules on specific blocks
• Adapt behavior to each user’s context

With these options, your Agent becomes more adaptive and capable — making the conversation feel more personalized and intelligent.

How They Work Together

• Basic ensures simplicity and reliability.
• Advanced adds nuance and intelligence when you need it.

You can use either on its own, but many users find the best results combining both:
Basic for structure, Advanced for refinement.

Examples

Basic Only Example

You instruct the Agent to:

“Ask the user what they’re looking for today and wait for their reply.”

The Agent follows the natural flow with global Persona, global Knowledge, and no extra logic.

Basic + Advanced Example

In the same block, you also:

• Override the Persona to sound more reassuring
• Attach a pricing-specific Knowledge set
• Add a condition: “If all Key Facts are collected → trigger Lead Handover automatically”
• Set a block-specific guardrail: “Do not give legal advice”

The Agent now behaves more intelligently, adapting to context and user signals.

FAQs

Is Advanced required to build a good Agent?

No. Most Agents perform well using Basic only.

Does Advanced replace my global settings?

Only inside the block where you apply Advanced overrides.

Can I mix Basic instructions with Advanced logic?

Yes. Both tabs are designed to work together.

Is Advanced more complex?

It offers more control — but only if you choose to use it. You can keep things simple.

When should I use Advanced?

Use it when you need conditions, automatic actions, or block-specific Persona, Knowledge, or guardrails.

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Journey Advanced