Skip to main contentYour agents need access to your knowledge base to provide accurate, helpful responses. This guide will show you how to assign knowledge to your agents and ensure they can access the information they need.
What Is Agent Knowledge?
Agent knowledge refers to the documents, videos, and text content that your agents can access to answer user questions. When users ask questions, your agents search through this knowledge to find relevant information and provide accurate responses.
How Agents Use Knowledge
Knowledge Types
Your agents can use:
Document Knowledge:
- PDF files with product information
- Word documents with policies and procedures
- Text files with FAQs and guides
Video Knowledge:
- Tutorial videos showing how to do things
- Product demonstration videos
- Training content and explanations
Text Knowledge:
- Direct text input about your business
- Notes and reminders
- Custom instructions and information
Assigning Knowledge to Agents
Step 1: Navigate to Your Agent
- Log into your Marketrix account at app.marketrix.ai
- Click “Agents” in the left sidebar
- Click on your agent to open the agent details page
Step 2: Access Knowledge Settings
- Click “Knowledge” tab or “Edit Knowledge” button
- View current knowledge assignment
- Click “Add Knowledge” or “Edit Knowledge”
Step 3: Select Connection
- Choose the connection where your knowledge is stored
- Verify the connection is correct
- Click “Continue”
Step 4: Choose Knowledge
- Select the knowledge you want your agent to use
- Choose all relevant documents and videos
- Review your selections
- Click “Save” or “Update Knowledge”
Knowledge Selection Best Practices
Choose Relevant Knowledge
Select knowledge that:
- Matches your agent’s purpose - Choose content relevant to what your agent helps with
- Addresses common questions - Include information users frequently ask about
- Is accurate and up-to-date - Ensure all content is current and correct
- Covers your agent’s responsibilities - Include all topics your agent should help with
Avoid Irrelevant Knowledge
Don’t include knowledge that:
- Is unrelated to your agent’s purpose - Avoid content that doesn’t match your agent’s role
- Is outdated or incorrect - Remove old information that’s no longer accurate
- Is too technical or complex - Avoid content that’s beyond your agent’s scope
- Contains sensitive information - Don’t include confidential or private information
Organize Knowledge by Topic
Group related knowledge:
- Product information - Product descriptions, features, specifications
- Support documentation - FAQs, troubleshooting guides, user manuals
- Company information - Policies, procedures, contact information
- Training content - Tutorials, guides, best practices
Knowledge Assignment Examples
E-commerce Support Agent
Knowledge to include:
- Product catalog and descriptions
- FAQ documents
- Return and refund policies
- Shipping information
- Account management guides
Knowledge to avoid:
- Internal company policies
- Financial information
- Technical implementation details
- Unrelated product information
SaaS Application Agent
Knowledge to include:
- Feature documentation
- User guides and tutorials
- Setup and configuration guides
- Troubleshooting information
- API documentation
Knowledge to avoid:
- Internal development notes
- Security protocols
- Billing and payment details
- Unrelated feature information
Service Business Agent
Knowledge to include:
- Service descriptions and pricing
- Appointment scheduling information
- Policies and procedures
- Contact information
- General business information
Knowledge to avoid:
- Internal staff information
- Financial details
- Personal customer information
- Unrelated service information
Managing Agent Knowledge
Adding New Knowledge
- Go to your agent’s knowledge settings
- Click “Add Knowledge”
- Select new documents or videos
- Review and save changes
Removing Knowledge
- Go to your agent’s knowledge settings
- Uncheck knowledge you want to remove
- Review changes
- Save updates
Updating Knowledge
- Update the original knowledge in your knowledge base
- Go to your agent’s knowledge settings
- Verify the updated knowledge is still assigned
- Test your agent to ensure it uses the updated information
Testing Knowledge Assignment
Test with Sample Questions
After assigning knowledge, test your agent with questions like:
- “What products do you offer?”
- “How do I get started?”
- “What are your policies?”
- “Can you help me with [specific topic]?”
Verify Agent Responses
Check that your agent:
- Finds relevant information from your knowledge
- Provides accurate answers based on your content
- References your knowledge appropriately
- Handles questions that should use your knowledge
Improve Knowledge Assignment
Based on testing:
- Add missing knowledge for questions your agent can’t answer
- Remove irrelevant knowledge that confuses your agent
- Update outdated knowledge with current information
- Reorganize knowledge for better search results
Knowledge Search and Retrieval
How Agents Search Knowledge
When users ask questions, your agents:
- Understand the question using AI
- Search your knowledge base for relevant information
- Find the best matches based on content relevance
- Generate responses using your knowledge
- Provide accurate answers with proper context
Improving Search Results
Optimize your knowledge for search:
- Use clear titles and descriptions
- Include relevant keywords in your content
- Structure content with headings and sections
- Use consistent terminology throughout
Test search effectiveness:
- Ask questions related to your knowledge
- Check that agents find relevant information
- Improve content based on search results
- Add missing information as needed
Knowledge Quality Management
Content Quality Standards
Ensure your knowledge is:
- Accurate - Information is correct and up-to-date
- Complete - Covers topics thoroughly
- Relevant - Addresses user needs and questions
- Clear - Easy to understand and follow
Content should include:
- Clear explanations and instructions
- Specific examples and use cases
- Step-by-step procedures
- Relevant context and background
Regular Knowledge Review
Schedule regular reviews:
- Weekly - Check for new content needs
- Monthly - Review and update existing content
- Quarterly - Audit entire knowledge base
- Annually - Major content reorganization
Review process:
- Check accuracy - Verify information is correct
- Review completeness - Ensure topics are covered thoroughly
- Assess relevance - Confirm content addresses user needs
- Evaluate clarity - Make sure content is easy to understand
Common Knowledge Issues
Agent Not Using Knowledge
Problem: Agent doesn’t reference your knowledge in responses
Solutions:
- Check that knowledge is properly assigned
- Verify the connection is correct
- Ensure knowledge content is relevant
- Test with more specific questions
Poor Search Results
Problem: Agent can’t find relevant information in knowledge
Solutions:
- Improve knowledge structure and headings
- Add more specific keywords to content
- Break up large documents into smaller sections
- Use more descriptive titles and descriptions
Problem: Agent provides outdated information
Solutions:
- Regular review and update of knowledge
- Remove outdated information
- Add current information
- Update references and links
Irrelevant Responses
Problem: Agent provides information that doesn’t match the question
Solutions:
- Review knowledge assignment for relevance
- Remove unrelated knowledge
- Improve knowledge organization
- Test with more specific questions
Knowledge Limits
Storage Limits
Free Plan:
- Up to 100MB total storage
- Up to 10 documents per connection
- Basic search capabilities
Pro Plan:
- Up to 1GB total storage
- Up to 100 documents per connection
- Advanced search capabilities
Enterprise Plan:
- Unlimited storage
- Unlimited documents per connection
- Premium search and AI capabilities
Assignment Limits
Knowledge per agent:
- Free Plan: Up to 5 knowledge items per agent
- Pro Plan: Up to 20 knowledge items per agent
- Enterprise Plan: Unlimited knowledge per agent
Best Practices
Knowledge Organization
Organize by topic:
- Group related knowledge together
- Use consistent categories
- Maintain logical groupings
- Avoid mixing unrelated content
Use clear naming:
- Use descriptive titles
- Include relevant keywords
- Maintain consistent naming conventions
- Avoid generic or unclear names
Content Quality
Maintain high quality:
- Regular review and updates
- Accurate and current information
- Clear and helpful content
- Relevant to user needs
Test and iterate:
- Test knowledge with sample questions
- Gather feedback on content quality
- Improve based on user needs
- Continuously optimize
Next Steps
Now that you can assign knowledge to your agents, you’re ready to:
- Test your agent - Verify your agent uses knowledge correctly
- Create integrations - Deploy your agent to your website
- Monitor performance - Track how well your knowledge is working
- Improve over time - Continuously enhance your knowledge base
Well-assigned knowledge is the key to creating intelligent, helpful AI agents. Take time to organize and maintain your knowledge properly, and you’ll have agents that can answer user questions accurately and effectively.
Getting Help
If you need assistance with agent knowledge:
- Check the troubleshooting guide for common issues
- Review knowledge quality and organization
- Test your knowledge with sample questions
- Contact support for additional help
You’re now ready to create AI agents with access to comprehensive, helpful knowledge! 🚀 
