How Agents Use Knowledge
When users ask questions, your agents search through assigned knowledge to find relevant information and generate accurate responses.Knowledge Types
- Documents — PDF files, Word documents, text files
- Videos — Tutorial and product demonstration videos
- Text — Direct text input about your business
Assigning Knowledge to Agents
Step 1: Navigate to Your Agent
- Log into your account at the Marketrix dashboard
- On the Home page, click on the application your agent belongs to
- Click on your agent to open its settings
Step 2: Access Knowledge Settings
Click the “Knowledge” tab or “Edit Knowledge” button.Step 3: Select Application
Choose the application where your knowledge is stored and click “Continue”.Step 4: Choose Knowledge
Select all relevant documents and videos, then click “Save”.Best Practices
Choose knowledge that:- Matches your agent’s purpose
- Addresses common user questions
- Is accurate and up-to-date
- Is unrelated to your agent’s role
- Is outdated or incorrect
- Contains sensitive or confidential information
Managing Knowledge
- Adding: Go to knowledge settings, click “Add Knowledge”, select new items, and save
- Removing: Uncheck items you want to remove and save
- Updating: Update the original knowledge in your knowledge base, then verify the agent still uses it correctly
Common Issues
| Issue | Solution |
|---|---|
| Agent not using knowledge | Check assignment, verify application, ensure content is relevant |
| Poor search results | Improve headings, add keywords, break up large documents |
| Outdated information | Review and update knowledge regularly |
| Irrelevant responses | Remove unrelated knowledge, improve organization |
Next Steps
- Test your agent — Verify your agent uses knowledge correctly
- Create integrations — Deploy your agent to your website
- Manage knowledge — Continuously enhance your knowledge base