---
title: "Advanced"
url: "https://help.magicblocks.ai/en/article/advanced"
language: "en"
last_updated: "2026-03-18T08:12:08.852Z"
---

# 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**

| **Feature** | **Basic Tab** | **Advanced Tab** |
| --- | --- | --- |
| **Purpose** | Defines core conversation flow | Adds logic, overrides, and behavior rules |
| **Scope** | Global defaults | Per-block customization |
| **Persona** | Uses global Persona | Allows a unique Persona for this block |
| **Knowledge** | Uses global Brain | Can attach custom Knowledge for this block |
| **Actions** | Triggered manually through flow | Can trigger automatically based on conditions |
| **Guardrails** | Uses global filters | Block-specific restrictions and rules |

## **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 Contact 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.

## **Related Articles**

[Journey Advanced](https://help.magicblocks.ai/en/article/journey-advanced)